Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 142,641 $4.67M 1.2% +1,176 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 140,798 $4.63M 0.18% +138,858 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 140,000 $4.58M 0.21% 0 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 139,831 $4.58M 0.01% +20,346 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 139,199 $4.56M 0.32% -3,033 13F-HR/A Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 137,004 $4.48M 0.4% +5,175 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 136,333 $4.46M 3.8% -382 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 135,611 $4.44M 1.04% -1,988 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 135,591 $4.44M 4.55% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 135,538 $4.44M 0.16% -675 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 134,294 $4.4M 0.77% -3,137 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 132,565 $4.34M 0.23% -21,684 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 131,748 $4.31M 0.06% +5,085 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 127,398 $4.19M 3.88% 13F-HR Timeline Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 123,550 $4.09M 3.58% 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 123,561 $4.04M 0.01% +89,982 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 111,886 $4.03M 0.85% -3,765 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 117,940 $3.86M 2.7% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 117,322 $3.84M 0.01% +71,471 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 117,110 $3.83M 3.31% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 117,051 $3.83M 0.48% +247 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 117,039 $3.83M 0.07% +57,911 13F-HR/A Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 115,973 $3.8M 0.57% +127 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 115,594 $3.78M <0.01% +90 13F-HR Timeline Group Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 115,498 $3.78M 1.64% -935 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 115,228 $3.77M 0.12% -4,443 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 111,690 $3.66M 0.57% +1,311 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 110,481 $3.62M 0.73% -943 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 109,856 $3.6M 0.76% +2,165 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 109,814 $3.59M 0.58% -851 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 107,491 $3.52M 1.87% -5,817 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 105,488 $3.45M 0.75% +19,607 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 103,148 $3.38M 0.25% -2,830 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 99,680 $3.26M 0.96% -2,255 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 97,820 $3.2M 0.83% -1,853 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 97,547 $3.19M 0.17% -5,395 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 96,423 $3.16M <0.01% -2,273 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 96,284 $3.15M +1,452 Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 95,763 $3.13M 2.67% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 95,374 $3.12M 0.06% -1,008 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 95,008 $3.11M 2.88% 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 94,968 $3.11M 0.14% +5,119 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 93,695 $3.07M +1,398 Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 92,854 $3.04M 0.37% +21,779 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 91,965 $3.01M 0.15% +457 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 90,432 $2.96M 4.2% +13,441 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 89,942 $2.94M 1.82% -289 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 89,801 $2.94M 1.39% +596 13F-HR Timeline Broadhurst Jeffrey B More: the full row for Broadhurst Jeffrey B 87,535 $2.87M 2.98% 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 82,056 $2.84M 3.1% 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 86,046 $2.82M 0.44% -130 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 81,954 $2.68M 0.01% +60 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 80,487 $2.63M <0.01% +2,554 13F-HR/A Timeline Group BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 78,915 $2.58M 1.58% -1,779 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 78,481 $2.57M 0.55% -482 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 78,419 $2.57M 0.38% +1,180 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 77,693 $2.54M <0.01% -25,269 13F-HR/A Timeline Group HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 77,663 $2.54M 1.27% -220 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 77,601 $2.54M 0.77% -6,026 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 74,057 $2.5M 0.32% -5,795 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 76,107 $2.49M 2.48% 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 75,289 $2.46M <0.01% +31,346 13F-HR Timeline Group Retirement Solution LLC More: the full row for Retirement Solution LLC 74,405 $2.44M 0.54% +10,169 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 74,404 $2.44M 1.03% -15,318 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 74,312 $2.43M 0.34% -3,496 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 74,074 $2.42M 1.27% 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 71,381 $2.34M 0.61% +171 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 69,373 $2.27M 0.01% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 68,459 $2.24M 0.01% -219 13F-HR Timeline Group Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 67,805 $2.22M 0.92% +521 13F-HR Timeline FLAX POND CAPITAL, LLC More: the full row for FLAX POND CAPITAL, LLC 67,164 $2.2M 1.63% 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 66,929 $2.19M 0.02% +4,330 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 66,356 $2.17M 1.71% -2,227 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 66,300 $2.17M 0.13% +27,471 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 64,860 $2.12M 0.65% -197 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 64,681 $2.12M 1.22% -1,181 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 64,214 $2.1M 0.54% +456 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 63,813 $2.09M 0.93% +104 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 63,131 $2.07M 1.18% -1,475 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 61,998 $2.03M 1.25% -336 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 60,897 $1.99M <0.01% +5,314 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 60,392 $1.98M 0.03% -194 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 60,457 $1.98M 0.37% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 60,396 $1.98M 0.01% -379 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 60,318 $1.97M 0.71% 0 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 60,248 $1.97M 1.21% +979 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 59,772 $1.96M 0.11% +5,648 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 59,734 $1.96M 0.75% -377 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 59,450 $1.95M 0.02% +1,083 13F-HR Timeline New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 57,551 $1.88M 1.61% 0 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 57,269 $1.87M 1.29% -199 13F-HR Timeline TANDEMGROWTH FINANCIAL ADVISORS LLC More: the full row for TANDEMGROWTH FINANCIAL ADVISORS LLC 57,237 $1.87M 1.64% 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 57,137 $1.87M 0.05% -2,001 13F-HR Timeline Group HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 56,231 $1.84M 0.32% -1,009 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 55,254 $1.81M 0.06% -824 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 55,218 $1.8M 0.05% -6,338 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 54,850 $1.8M 0.26% +10,879 13F-HR Timeline Group IFG Advisors, LLC More: the full row for IFG Advisors, LLC 52,289 $1.71M 0.28% +52 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 52,102 $1.71M 1.08% +473 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 51,948 $1.7M 0.41% +2,815 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 51,378 $1.68M 0.63% -2,179 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 50,973 $1.67M <0.01% +32,994 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 50,485 $1.65M 0.03% -361 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 50,403 $1.65M 0.23% -131 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 50,178 $1.64M 1.17% 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 49,103 $1.61M 1.1% +58 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 48,888 $1.6M 0.76% 0 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 48,594 $1.59M 0.35% +16 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 47,614 $1.56M 0.27% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 47,293 $1.55M 0.06% +10,224 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 47,281 $1.55M 0.15% +196 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 47,089 $1.54M 0.24% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 44,188 $1.54M 0.05% +20 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 46,766 $1.53M 0.03% +19,171 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 46,339 $1.52M 0.17% +2,252 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 46,307 $1.52M 1.16% -456 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 45,916 $1.5M 0.75% +756 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 44,730 $1.46M 0.92% +33,553 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 44,476 $1.46M 0.03% +2,478 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 43,917 $1.44M 0.2% -672 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 43,719 $1.43M 0.89% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 43,616 $1.43M 0.26% +1,024 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 43,291 $1.42M 0.19% new 13F-HR Timeline Prudent Man Investment Management, Inc. 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More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 41,634 $1.36M 0.48% 0 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 41,595 $1.36M 0.82% +8,583 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 40,699 $1.33M 0.31% +8,758 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 40,598 $1.33M 0.49% +4,697 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 40,410 $1.32M 0.03% -19,784 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 39,956 $1.31M 1.23% 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 39,239 $1.28M 0.65% +15,462 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 39,082 $1.28M 0.2% +1,590 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 39,017 $1.28M 0.08% -430 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 38,991 $1.28M 0.37% +1,364 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 38,924 $1.27M 1.05% 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 38,077 $1.25M 0.02% 0 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 37,590 $1.23M 1.15% 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 37,587 $1.23M 0.04% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 37,368 $1.22M 0.23% -1,358 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 36,817 $1.21M 0.11% +5,028 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 36,596 $1.2M <0.01% +11,514 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 36,474 $1.19M 0.08% -192 13F-HR/A Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 36,444 $1.19M 0.23% -112 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 36,105 $1.18M 0.29% 0 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 35,956 $1.18M 0.94% +744 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 35,833 $1.17M <0.01% 0 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 35,754 $1.17M <0.01% +8,057 13F-HR Timeline Group Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 35,705 $1.17M 0.56% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 35,693 $1.17M <0.01% +35,625 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 35,379 $1.16M 0.59% -3,384 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 34,612 $1.13M 0.01% 0 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 34,462 $1.13M 0.22% -442 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 34,210 $1.12M <0.01% -108,545 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 33,932 $1.11M 0.18% +281 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 33,817 $1.11M <0.01% +132 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 33,627 $1.1M 0.4% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 33,520 $1.1M 0.39% +1,374 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 33,407 $1.09M 0.24% +1,631 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 33,204 $1.09M 0.27% -31,179 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 32,827 $1.07M 0.94% -2,877 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 32,770 $1.07M 1% 13F-HR Timeline Arnold Financial Planning LLC More: the full row for Arnold Financial Planning LLC 32,508 $1.06M 1.1% 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 32,306 $1.06M 0.03% -11,984 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 31,888 $1.04M 0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 31,298 $1.02M 0.01% +444 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 31,243 $1.02M 0.67% +170 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 31,159 $1.02M 0.02% +1 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 31,138 $1.02M 0.11% -4,555 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 31,057 $1.02M 0.23% -2,258 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 30,200 $988K 0.37% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 29,950 $980K <0.01% 0 13F-HR/A Timeline Group SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 29,780 $975K 0.2% -3,289 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 29,418 $963K 0.13% new 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 29,239 $957K 0.24% -991 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 28,941 $947K 0.69% +21,223 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 28,564 $935K <0.01% +13 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 28,269 $925K 0.02% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 27,613 $904K 0.04% +171 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 27,377 $896K 0.2% +287 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 26,178 $857K 0.14% 0 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 26,149 $856K 0.25% +310 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 26,068 $853K <0.01% new 13F-HR Timeline Group Waterfront Wealth Inc. 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