Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 13,605 $703K 0.24% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 13,519 $699K 0.04% +32 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 13,106 $688K 0.04% -2,685 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 13,251 $685K 0.44% -23,928 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 13,131 $679K 0.04% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 13,049 $675K 0.36% +1 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 12,871 $665K <0.01% +253 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 12,864 $665K 0.32% +6 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 12,844 $664K 0.01% +30 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 12,575 $650K 0.27% +1 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 12,549 $649K 0.06% -122 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 12,332 $637K 0.08% +7 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 11,932 $617K 0.09% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 11,887 $614K 0.44% +7,111 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 11,879 $614K 0.01% +583 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 11,782 $610K 0.16% -734 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 11,616 $600K 0.13% 0 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 11,550 $597K 0.3% -2,500 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,382 $588K 0.05% 0 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 11,209 $579K 0.2% 0 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 10,905 $564K 0.23% +94 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 10,796 $558K 0.12% +25 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 10,700 $553K 0.22% +4,050 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 10,697 $553K 0.18% +19 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 10,689 $553K 0.45% -500 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 10,632 $550K 0.13% 0 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 10,548 $545K 0.18% +152 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,470 $541K 0.01% -84 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 10,450 $540K 0.03% -310 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 10,342 $535K 0.12% -406 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 10,274 $531K 0.38% -160 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 10,028 $518K 0.23% 0 13F-HR Timeline Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 9,979 $516K 0.4% -2,293 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,865 $510K 0.1% -1,130 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 9,860 $510K 0.06% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,829 $508K <0.01% +3,737 13F-HR Timeline Group Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 9,794 $506K 0.1% +2 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 9,655 $499K 0.43% -383 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 9,596 $496K 0.17% -305 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,348 $483K <0.01% 0 13F-HR Timeline Group Spectrum Advisors, Inc. More: the full row for Spectrum Advisors, Inc. 8,959 $463K 0.33% -1,415 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 8,937 $462K 0.17% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 8,848 $457K 0.09% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 8,731 $451K 0.01% new 13F-HR Timeline Group BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 8,705 $450K 0.16% -2,070 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 8,686 $449K 0.06% +2,886 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 8,682 $449K 0.01% +4 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 8,666 $448K 0.09% -441 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 8,641 $447K 0.1% -10 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 8,612 $445K 0.04% -1,096 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 8,428 $436K 0.17% +20 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 8,393 $434K <0.01% +8,061 13F-HR Timeline Group Oath Planning, LLC More: the full row for Oath Planning, LLC 8,353 $432K 0.32% -400 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 8,198 $424K 0.36% +649 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 8,196 $424K 0.04% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 8,105 $419K 0.02% +189 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 8,098 $419K 0.1% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,015 $414K <0.01% +525 13F-HR Timeline Group New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 8,009 $414K 0.31% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 7,850 $406K 0.03% +1,890 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 7,629 $394K <0.01% -171 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 7,597 $393K 0.18% +16 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 7,500 $387K 0.15% -100 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 7,438 $384K 0.15% +21 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 7,432 $384K 0.04% -62 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 7,357 $380K 0.04% -361 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 7,345 $380K 0.19% -215 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 7,339 $379K 0.1% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 7,326 $379K <0.01% new 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 7,268 $376K 0.14% -8,425 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 7,188 $372K 0.02% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 7,183 $371K 0.02% 0 13F-HR Timeline Group Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 6,942 $359K 0.01% +16 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 6,804 $352K 0.18% +244 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,781 $351K 0.01% 0 13F-HR Timeline Group Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 6,744 $349K 0.06% 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,659 $347K 0.01% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,713 $347K 0.03% +2 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 6,644 $343K 0.13% 0 13F-HR Timeline KILNER CAPITAL ADVISORS, LLC More: the full row for KILNER CAPITAL ADVISORS, LLC 6,595 $343K 0.29% -3,792 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,601 $341K <0.01% new 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 6,545 $338K 0.09% 0 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 6,534 $338K 0.2% +2 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 6,374 $329K 0.05% +1,130 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,287 $325K <0.01% -9 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 6,283 $325K 0.13% new 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 6,245 $323K 0.04% new 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 6,225 $322K 0.15% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 6,156 $318K 0.02% +66 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 6,139 $317K 0.25% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,119 $316K 0.02% -472 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,092 $315K <0.01% 0 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 6,048 $313K 0.09% 0 13F-HR Timeline Friday Financial More: the full row for Friday Financial 5,994 $310K 0.08% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 5,954 $307K 0.01% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 5,935 $307K 0.03% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,918 $306K 0.01% -103,500 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,873 $304K 0.01% 0 13F-HR Timeline Group BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 5,850 $302K 0.06% -4,756 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 5,847 $302K <0.01% -1,572 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 5,664 $293K 0.03% +13 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,575 $288K 0.01% -153 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 5,554 $287K 0.14% 0 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 5,549 $287K 0.11% -4 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 5,457 $282K 0.01% new 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 5,451 $282K 0.14% +1,560 13F-HR Timeline STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 5,427 $281K 0.2% 0 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 5,389 $279K 0.1% +3 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 5,361 $277K 0.06% +451 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,180 $268K <0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 5,158 $267K 0.19% 0 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 5,056 $261K <0.01% new 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,930 $259K 0.01% -1,772 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 5,000 $258K 0.04% 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 4,969 $257K 0.1% -70 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 4,960 $256K 0.06% 0 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 4,932 $255K 0.11% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 4,925 $255K 0.02% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,914 $254K <0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4,891 $253K 0.09% -291 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,882 $252K <0.01% +737 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 4,815 $249K 0.14% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 4,774 $247K 0.01% new 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,700 $243K 0.08% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,690 $242K <0.01% +4 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 4,676 $242K 0.06% -347 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 4,660 $241K 0.19% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,626 $239K <0.01% +2,395 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4,600 $238K 0.06% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4,580 $237K 0.02% +1,870 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 4,578 $237K <0.01% +2,798 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 4,554 $235K 0.07% new 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 4,513 $233K 0.07% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,471 $231K 0.01% new 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 4,418 $228K 0.06% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 4,405 $228K <0.01% new 13F-HR Timeline Group HEFFERNAN ADVISORY, INC More: the full row for HEFFERNAN ADVISORY, INC 4,375 $226K 0.19% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,310 $223K <0.01% new 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,301 $222K <0.01% new 13F-HR Timeline Group Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 4,302 $222K 0.14% 0 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 4,254 $220K 0.14% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,219 $218K <0.01% 0 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 4,139 $214K 0.06% -443 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,956 $204K 0.01% new 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,909 $202K 0.06% new 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,870 $200K 0.02% new 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 3,825 $198K 0.03% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,773 $195K 0.01% -23 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,662 $189K 0.02% +1,004 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,015 $156K 0.01% 0 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 2,835 $147K 0.12% new 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 2,820 $146K 0.08% -47 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2,628 $135K 0.03% +628 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,433 $126K <0.01% -2,523 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 2,386 $123K 0.05% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 2,352 $122K 0.03% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 2,625 $118K 0.08% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,147 $111K <0.01% -10,046 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,981 $101K <0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,876 $97K <0.01% +1 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1,699 $87K 0.03% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 1,593 $82.3K 0.08% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,591 $82.2K 0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,500 $77.5K 0.06% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,376 $71.1K 0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,266 $65.4K 0.01% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,250 $64.6K <0.01% 0 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,164 $60.2K <0.01% -238 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,135 $58.6K 0.02% +6 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 1,098 $56.8K <0.01% -1 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,069 $55.3K 0.01% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 957 $49.4K <0.01% +3 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 922 $47.7K 0.02% -902 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 920 $47.6K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 918 $47.5K 0.02% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 805 $41.6K 0.01% +2 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 684 $35.4K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 488 $25.2K <0.01% +1 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 415 $21.5K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 375 $19.4K 0.01% +12 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 346 $17.9K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 308 $15.9K <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 248 $12.8K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 204 $10.5K <0.01% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 180 $9.3K <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 174 $9K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 171 $8.86K <0.01% +1 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 115 $5.94K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 100 $5.17K <0.01% new 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 79 $4.08K <0.01% +12 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 58 $3K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 51 $2.64K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1 $34 <0.01% 0 13F-HR Timeline