Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 16,724 $495K 0.05% +30 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 16,393 $481K <0.01% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 16,219 $476K 0.06% new 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 15,980 $469K 0.44% 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 15,952 $469K <0.01% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 15,630 $458K 0.01% +116 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 15,439 $453K 0.35% -367 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 15,353 $451K 0.3% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 15,285 $449K 0.01% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 15,247 $448K <0.01% 0 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 15,234 $447K 0.14% +6 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 15,219 $447K <0.01% 0 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 15,052 $442K 0.02% +647 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15,019 $441K <0.01% -4,077 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 15,016 $441K 0.14% -25,090 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 14,887 $437K 0.1% -193 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 14,464 $425K 0.07% -2,767 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 14,248 $418K 0.01% -10,921 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 14,202 $417K 0.14% -4,440 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 14,172 $416K 0.25% +245 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 14,168 $416K 0.04% -448 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 13,816 $406K 0.04% +172 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 13,766 $404K 0.02% 0 13F-HR Timeline Group RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 13,691 $402K 0.07% 0 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 13,500 $400K 0.27% -360 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 13,525 $397K 0.01% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 13,503 $397K 0.03% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 13,483 $396K 0.01% 0 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 13,302 $391K 0.3% -255 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 13,017 $382K 0.05% +9,204 13F-HR/A Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 13,011 $382K 0.31% +1,250 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 12,971 $381K 0.34% +1,987 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 12,970 $381K 0.22% +297 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 12,921 $379K 0.01% +522 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 12,701 $373K 0.23% +19 13F-HR Timeline FUTURE YOU WEALTH LLC More: the full row for FUTURE YOU WEALTH LLC 12,683 $372K 0.2% 0 13F-HR Timeline 25 LLC More: the full row for 25 LLC 12,635 $371K 0.14% +96 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 12,634 $371K 0.04% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 12,517 $368K 0.04% +87 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 12,484 $367K <0.01% +4,786 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,473 $366K 0.01% +151 13F-HR Timeline MOTCO More: the full row for MOTCO 12,372 $362K 0.03% 0 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 12,287 $362K 0.13% 0 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 12,324 $362K 0.15% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 12,189 $358K 0.02% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 12,130 $356K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 12,023 $353K 0.22% +4 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 12,002 $352K 0.01% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 11,949 $351K 0.03% +76 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 11,928 $350K 0.05% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 11,800 $347K <0.01% new 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 11,718 $344K 0.18% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 11,395 $335K 0.01% -187 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 11,387 $334K <0.01% -3,274 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 11,303 $332K 0.17% new 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 11,295 $332K 0.2% +141 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 11,039 $324K <0.01% -3,889 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 11,033 $324K 0.01% -4,845 13F-HR Timeline Group Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 11,028 $324K 0.06% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 10,964 $322K 0.08% +136 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 10,978 $321K 0.03% -756 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 10,917 $321K <0.01% +1,919 13F-HR Timeline Group Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 10,486 $308K 0.04% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 10,420 $306K 0.36% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,264 $301K 0.03% -7,429 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 10,263 $301K 0.02% 0 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 10,218 $300K 0.17% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10,165 $299K 0.01% +42 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 9,938 $292K 0.08% +1,762 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 9,853 $289K 0.2% -2,089 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 9,720 $285K 0.03% -1,833 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 9,717 $285K 0.03% 0 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 9,523 $280K 0.03% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 9,521 $280K <0.01% -5,728 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 9,520 $280K 0.03% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 9,257 $272K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 9,204 $270K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,168 $269K 0.01% 0 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 9,174 $269K 0.1% +445 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 9,153 $269K 0.14% -10 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 9,111 $268K 0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,067 $266K 0.01% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,066 $266K <0.01% +375 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,062 $266K 0.01% +1,276 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 9,052 $266K 0.21% 0 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 8,959 $263K 0.11% +50 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 8,956 $263K 0.1% +6 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 8,928 $262K <0.01% 0 13F-HR Timeline Group Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 8,786 $258K 0.11% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,641 $256K 0.01% new 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 8,585 $252K 0.18% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 8,556 $251K 0.02% 0 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 8,482 $249K 0.09% +105 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 8,464 $249K 0.12% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 8,401 $247K <0.01% new 13F-HR Timeline Group Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 8,213 $241K 0.18% +78 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 8,199 $241K 0.09% -83 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 8,162 $240K 0.16% 0 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 7,967 $240K 0.05% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 8,062 $237K 0.13% new 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 7,981 $234K 0.05% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 7,477 $233K 0.02% +62 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,875 $231K 0.01% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 7,837 $230K 0.07% 0 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 7,797 $229K 0.07% -640 13F-HR Timeline Group FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 7,759 $228K 0.19% -12 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 7,750 $228K 0.17% -5,903 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 7,732 $227K 0.04% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 7,678 $226K 0.02% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,671 $225K 0.01% new 13F-HR/A Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 7,543 $224K 0.04% -4,487 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 7,619 $224K 0.08% new 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 7,612 $224K 0.1% 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 7,485 $220K 0.11% -346 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,423 $218K <0.01% new 13F-HR Timeline Group Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 7,420 $218K 0.15% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 7,312 $215K <0.01% +90 13F-HR Timeline Group Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 7,311 $215K 0.04% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 7,297 $214K 0.03% -877 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,297 $214K 0.02% -877 13F-HR Timeline Group Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 7,267 $213K 0.17% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,249 $213K 0.01% -652 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,036 $207K <0.01% new 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 6,964 $205K 0.07% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 6,914 $203K 0.02% -4,685 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 6,896 $203K 0.02% new 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 6,891 $202K 0.11% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 6,716 $197K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 6,611 $194K 0.09% -642 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,403 $188K <0.01% 0 13F-HR Timeline Group City State Bank More: the full row for City State Bank 6,000 $176K 0.06% +1,000 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 5,974 $175K 0.07% -21,991 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 5,919 $174K 0.06% -430 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,835 $171K +1,857 Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 5,774 $170K 0.01% +2,307 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,722 $168K <0.01% +65 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,388 $158K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5,369 $158K 0.08% -3,975 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 5,095 $150K 0.05% -701 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 4,911 $144K 0.03% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 4,716 $139K 0.04% +59 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 4,709 $138K 0.05% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,649 $137K 0.02% -2,354 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,574 $134K <0.01% 0 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 4,219 $123K 0.03% +42 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 4,130 $121K 0.05% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 4,071 $120K 0.01% -350 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,919 $115K <0.01% +6 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,398 $99.8K <0.01% new 13F-HR Timeline Group Navigoe, LLC More: the full row for Navigoe, LLC 3,319 $97K 0.07% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 3,207 $94.2K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,107 $91.3K 0.01% +2,955 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,038 $89.2K <0.01% +1,409 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,646 $77.7K 0.03% -35 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,517 $73.9K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,475 $72.7K 0.02% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2,308 $67.8K 0.01% -1,645 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,080 $61.1K 0.01% +25 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,076 $61K <0.01% -6,492 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,044 $60K <0.01% +25 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,954 $57.4K 0.01% +574 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,893 $55.6K 0.05% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,823 $53.5K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,796 $52.5K <0.01% -2,441 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 1,686 $49.5K 0.07% +69 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,621 $47.6K 0.02% +87 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,540 $45.2K 0.03% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,346 $40K <0.01% 0 13F-HR/A Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,323 $38.9K 0.02% -10 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,225 $36K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,174 $34.5K 0.01% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,137 $33.4K 0.02% +7 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 883 $25.9K 0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 759 $22.3K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 589 $17.3K <0.01% +7 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 557 $16.4K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 517 $15.2K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 465 $13.7K <0.01% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 460 $13.5K <0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 416 $12.2K <0.01% new 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 309 $9.07K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 294 $8.63K <0.01% -3,965 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 276 $8.11K <0.01% new 13F-HR Timeline Group AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 260 $7.64K 0.01% new 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 248 $7.28K 0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 208 $6.11K <0.01% -1,000 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 189 $5.55K 0.08% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 172 $5.05K <0.01% 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 165 $4.85K <0.01% +2 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 159 $4.67K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 72 $2.12K <0.01% 0 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 43 $1.26K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 9 $264 <0.01% -21 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1 $28 <0.01% 0 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.