SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 24,091 $788K 0.09% -20 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 23,906 $782K 0.23% -26 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 23,901 $782K 0.51% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 23,567 $771K 0.12% +6,527 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 21,762 $767K 0.35% -4,111 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 23,205 $759K 0.27% +166 13F-HR Timeline KILNER CAPITAL ADVISORS, LLC More: the full row for KILNER CAPITAL ADVISORS, LLC 22,686 $743K 0.71% 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 22,303 $730K 0.53% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 22,136 $725K 0.07% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 19,804 $714K 0.12% new 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 21,730 $711K <0.01% new 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 21,679 $710K 0.01% +1,580 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 21,064 $689K 0.34% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 20,959 $686K <0.01% +4,416 13F-HR Timeline Group Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 20,874 $683K 0.18% +2,874 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 20,581 $674K 0.63% 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 20,083 $657K 0.38% -1,775 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 19,970 $654K 0.09% -265 13F-HR Timeline Group SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 19,691 $644K 0.54% +2,852 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 19,581 $641K 0.33% -750 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 19,463 $637K 0.5% 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 19,310 $632K 0.19% 0 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 19,010 $622K 0.39% 0 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 18,975 $621K 0.14% -614 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 18,969 $621K 0.03% +136 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 18,951 $620K 0.52% +67 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 18,930 $620K <0.01% +6,949 13F-HR Timeline Group Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 18,882 $618K 0.21% +2,582 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 18,003 $609K 0.03% -639 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 18,577 $608K <0.01% -39 13F-HR Timeline Group Frankly Finances, LLC More: the full row for Frankly Finances, LLC 18,549 $607K 0.58% 13F-HR/A Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 18,505 $606K <0.01% 0 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 18,207 $596K 0.38% +1,894 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 18,030 $590K 0.04% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 17,976 $588K 0.16% +5 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 17,899 $586K 0.2% 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 17,646 $578K 0.13% -560 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 17,417 $570K 0.4% -2,719 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 16,380 $570K 0.05% +16 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 17,235 $564K 0.01% +77 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 17,107 $560K 0.11% -772 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 17,075 $559K 0.04% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 15,819 $558K 0.01% +104 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 16,962 $555K 0.02% -315 13F-HR Timeline Group Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 16,909 $553K 0.32% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 16,370 $536K 0.51% 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 16,086 $526K 0.15% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 15,952 $522K <0.01% 0 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 15,816 $518K 0.51% 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 15,600 $511K 0.01% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 15,471 $506K 0.01% -10,950 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 15,374 $503K 0.01% -3,879 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 15,353 $503K 0.34% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 15,285 $500K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 15,219 $498K <0.01% 0 13F-HR Timeline Group WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 15,020 $492K 0.14% -183 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 14,905 $488K 0.36% 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 14,885 $487K 0.12% 0 13F-HR Timeline Ferguson Johnson Wealth Management Inc More: the full row for Ferguson Johnson Wealth Management Inc 14,889 $487K 0.4% 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 14,225 $477K 0.02% +5,584 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 14,464 $473K 0.08% 0 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 14,202 $465K 0.14% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 14,172 $464K 0.23% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 14,168 $464K 0.04% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13,968 $457K <0.01% +1,544 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 13,948 $457K 0.39% 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 13,816 $452K 0.04% 0 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 13,762 $450K 0.4% 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 13,691 $448K 0.08% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 13,150 $448K 0.03% +2,172 13F-HR Timeline Group Pandowealth. LLC More: the full row for Pandowealth. LLC 13,601 $445K 0.41% 13F-HR/A Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 13,525 $443K 0.01% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 13,503 $442K 0.03% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 13,483 $441K 0.01% 0 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 13,404 $439K 0.42% 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 13,302 $435K 0.3% 0 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 13,131 $430K 0.31% 0 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 13,118 $429K 0.32% +81 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 13,017 $427K 0.02% 0 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 12,859 $421K 0.07% 0 13F-HR Timeline 25 LLC More: the full row for 25 LLC 12,830 $420K 0.13% +195 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 12,770 $418K 0.03% +3,938 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 12,770 $418K 0.45% 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 12,471 $418K 0.25% -652 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 12,720 $416K 0.2% +10 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 12,683 $415K 0.19% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 12,658 $414K 0.06% +6,202 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 12,634 $414K 0.03% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,632 $413K 0.01% -181,759 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 12,562 $411K 0.02% +4 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 12,435 $407K 0.23% +861 13F-HR Timeline MOTCO More: the full row for MOTCO 12,372 $405K 0.04% 0 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 12,324 $403K 0.13% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 12,189 $399K 0.02% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 12,130 $397K 0.01% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 12,085 $396K 0.05% +86 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 12,048 $394K <0.01% +2,930 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 11,846 $388K 0.01% +574 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 11,828 $387K <0.01% -36,714 13F-HR Timeline Group THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 11,718 $384K 0.16% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 11,577 $379K 0.03% -216 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 11,262 $369K <0.01% -2,987 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 11,148 $365K 0.05% +119 13F-HR Timeline Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 10,863 $356K 0.36% 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 10,849 $355K 0.02% +1,329 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,745 $352K 0.01% -1,725 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 10,629 $348K 0.02% new 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 10,592 $347K 0.02% -474 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 10,573 $346K +6,521 Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 10,338 $338K 0.19% -10,729 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 10,263 $336K 0.02% 0 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 10,218 $334K 0.17% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 10,206 $334K 0.01% 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 10,185 $333K 0.01% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,142 $332K 0.01% -26,655 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 10,079 $330K 0.04% +28 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 10,079 $330K 0.03% +28 13F-HR Timeline Group Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 10,035 $328K 0.17% -385 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 9,988 $327K 0.01% 0 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 9,851 $322K 0.01% new 13F-HR Timeline Group Family Manage LLC More: the full row for Family Manage LLC 9,817 $321K 0.04% +302 13F-HR Timeline SB Capital Management Inc More: the full row for SB Capital Management Inc 9,809 $321K 0.12% 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 9,765 $320K <0.01% new 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 9,728 $318K 0.21% +352 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 9,719 $318K <0.01% -107 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 9,717 $318K 0.03% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 9,686 $317K 0.26% 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 9,650 $316K 0.08% +56 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 9,643 $316K <0.01% +25 13F-HR Timeline Group Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 9,447 $309K <0.01% -48,565 13F-HR Timeline Group Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 9,595 $305K 0.03% -143 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 9,298 $304K 0.16% +81 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 9,273 $304K 0.13% +66 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 9,257 $303K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 9,204 $301K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 9,196 $300K 0.1% +30 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 9,111 $298K 0.01% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,067 $297K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 9,006 $295K <0.01% +7,932 13F-HR Timeline Group Essential Planning, LLC. More: the full row for Essential Planning, LLC. 8,962 $293K 0.09% +3 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 8,932 $292K 0.01% -184 13F-HR Timeline Group Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 8,623 $282K 0.16% +373 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 8,594 $281K 0.08% +61 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 8,585 $281K 0.16% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 8,581 $281K 0.1% +259 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 8,489 $278K 0.01% new 13F-HR Timeline Group Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 8,130 $277K 0.09% new 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 8,463 $277K 0.05% +1,152 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 8,153 $267K 0.12% +43 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,080 $264K 0.02% -479 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,070 $264K <0.01% -233 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 7,981 $261K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 7,967 $261K 0.05% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,875 $258K 0.01% 0 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 7,862 $257K 0.16% 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,845 $257K <0.01% new 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 7,797 $255K 0.06% 0 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 7,732 $253K 0.04% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 7,690 $252K 0.06% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 8,012 $251K <0.01% 0 13F-HR Timeline Group rebel Financial LLC More: the full row for rebel Financial LLC 7,667 $251K 0.11% +7,667 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 7,619 $249K 0.08% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 7,543 $247K 0.04% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,504 $246K <0.01% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,423 $243K <0.01% 0 13F-HR Timeline Group Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 7,420 $243K 0.16% 0 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 7,416 $243K 0.12% 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 7,322 $240K 0.02% -356 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 7,267 $238K 0.17% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,047 $231K <0.01% +120 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,036 $230K <0.01% -13,404 13F-HR Timeline Group Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 7,029 $230K 0.03% new 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 6,964 $228K 0.06% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,919 $226K <0.01% +490 13F-HR Timeline Group Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 6,896 $226K 0.02% 0 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 6,891 $226K 0.11% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 6,836 $224K 0.03% +48 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 6,797 $222K 0.02% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 6,792 $222K 0.09% +142 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,758 $221K 0.01% -2,410 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 6,716 $219K <0.01% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,671 $218K 0.01% 0 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 6,455 $214K 0.05% new 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 6,537 $214K 0.08% +2 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 6,537 $214K 0.02% -14 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 6,507 $213K 0.03% new 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 6,382 $209K 0.02% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 6,370 $208K 0.06% +10 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,369 $208K 0.01% new 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,344 $208K 0.01% -16,066 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,317 $207K <0.01% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 6,305 $206K 0.07% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,247 $204K <0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,220 $204K 0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,198 $203K 0.01% -1,051 13F-HR Timeline City State Bank More: the full row for City State Bank 6,000 $196K 0.05% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5,789 $189K 0.08% +420 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 5,640 $185K 0.07% -80 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,425 $178K <0.01% -328 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 5,295 $173K 0.01% 0 13F-HR Timeline