HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 160,005 $6.68M 2.6% +32,810 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 157,779 $6.58M 1.12% +91 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 156,153 $6.47M 1.74% +6,000 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 153,960 $6.42M 1.21% +30,025 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 153,521 $6.41M 0.51% +4,630 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 152,395 $6.36M 2.28% -34,229 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 151,985 $6.34M 0.01% -16,616 13F-HR Timeline Group ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 151,174 $6.31M 3.78% +15 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 147,723 $6.16M 2.43% +5,281 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 143,462 $6.01M 0.93% +1,104 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 141,876 $5.92M 0.93% -19,798 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 139,787 $5.83M 4.02% +4,704 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 138,456 $5.78M 0.53% -42,744 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 136,464 $5.69M 0.35% +22,190 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 134,718 $5.62M 1.28% +5,189 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 127,757 $5.33M 2.32% +20,668 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 125,450 $5.24M 0.93% -3,500 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 124,866 $5.21M 3% +7,990 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 124,314 $5.19M 0.68% +7,641 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 123,579 $5.16M 1.49% -200,397 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 122,817 $5.13M 2.78% +11,806 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 118,730 $4.95M 0.09% +8,887 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 118,260 $4.93M <0.01% -5,456 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 118,100 $4.93M 0.1% -58,200 13F-HR Timeline Group City State Bank More: the full row for City State Bank 117,273 $4.89M 1.12% +13,986 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 116,706 $4.87M 2.12% +9,604 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 116,224 $4.85M 1.9% +4,131 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 114,587 $4.78M 0.49% -330 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 109,945 $4.59M 0.23% +672 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 106,514 $4.44M 0.29% +43,884 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 106,446 $4.44M 0.04% +43,637 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 106,210 $4.43M 1.23% +2,765 13F-HR Timeline Friday Financial More: the full row for Friday Financial 106,557 $4.42M 1.18% +9,110 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 105,762 $4.41M <0.01% +98,314 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 104,340 $4.35M <0.01% +10,930 13F-HR Timeline Group Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 103,342 $4.31M 3.47% +8,289 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 103,223 $4.31M 0.54% new 13F-HR Timeline Thayer Financial, L.L.C. More: the full row for Thayer Financial, L.L.C. 102,539 $4.28M 3.89% +2,178 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 102,168 $4.26M 0.29% -917 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 101,467 $4.23M 3.04% +10,351 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 98,271 $4.1M 0.2% 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 97,411 $4.06M 2.07% -441 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 95,547 $3.99M 0.13% -11,432 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 94,243 $3.93M 1.23% +11,750 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 92,820 $3.87M <0.01% -5,497 13F-HR Timeline Group McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 92,770 $3.87M 2.94% +3,657 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 92,401 $3.86M 1.4% -1,132 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 88,776 $3.7M 0.76% +2,446 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 88,410 $3.69M 1.13% +18,291 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 86,766 $3.57M 1.77% -3,031 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 85,227 $3.56M 1.7% +3,222 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 84,910 $3.54M 0.07% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 84,487 $3.53M <0.01% +25,261 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 83,441 $3.48M 0.57% -3,191 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 80,858 $3.37M <0.01% +66,176 13F-HR Timeline Group Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 80,157 $3.34M 2.51% -1,871 13F-HR Timeline XY Planning Network, Inc. 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More: the full row for Kane Co Wealth Management, Inc. 63,454 $2.65M 2.01% +8,590 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 63,390 $2.65M 0.03% +10,627 13F-HR Timeline Group RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 62,811 $2.62M 0.42% +5,780 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 61,259 $2.56M 0.19% +88 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 61,078 $2.55M <0.01% -5,591 13F-HR Timeline Group Everest Private Wealth More: the full row for Everest Private Wealth 59,820 $2.5M 0.93% +630 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 59,085 $2.47M 1.24% +2,259 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 58,448 $2.44M 0.12% +774 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 57,482 $2.4M 0.47% +6,932 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 57,007 $2.38M 0.62% +1,813 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 56,943 $2.38M 0.32% +2,502 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 56,891 $2.37M 0.03% -3,443 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 56,675 $2.37M 0.05% -72,156 13F-HR Timeline Group International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 56,340 $2.35M 1.21% +655 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 55,780 $2.33M 0.75% -1,296 13F-HR Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 53,725 $2.24M 0.58% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 52,912 $2.21M 0.01% -1,054 13F-HR/A Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 52,801 $2.2M 0.07% -4,664 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 50,475 $2.11M <0.01% -18,411 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 49,678 $2.07M 0.12% +11,674 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 48,974 $2.04M 0.65% 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 48,716 $2.03M 1.06% +4,552 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 48,009 $2M 0.44% +31,794 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 47,833 $2M 0.54% +17,816 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 47,476 $1.98M 0.01% +3,094 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 47,358 $1.98M 0.06% -2,521 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 46,293 $1.93M 1.03% +16,281 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 45,634 $1.9M 1.58% 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 45,256 $1.89M 1.33% +31 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 45,129 $1.88M 1.36% +3,777 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 44,601 $1.86M 1.37% +2,176 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 43,544 $1.82M 1.14% -171 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 42,172 $1.76M 0.69% +19,849 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 41,936 $1.75M <0.01% +5,003 13F-HR Timeline Group Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 41,665 $1.74M 0.42% -4,493 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 40,769 $1.7M 0.56% +31,087 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 39,197 $1.64M 0.23% +8,220 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 39,162 $1.63M 0.07% -671 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 37,502 $1.55M +18,979 Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 37,189 $1.55M 1.13% -146,575 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 36,357 $1.52M 0.32% -274 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 36,208 $1.51M 0.2% -34 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 35,935 $1.5M 0.1% -2,896 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 35,587 $1.49M 0.1% +13,825 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 39,814 $1.46M 0.97% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 34,029 $1.42M 0.45% +572 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 32,564 $1.36M 0.3% new 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 32,250 $1.35M 0.88% -1,385 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 32,234 $1.35M 0.64% +72 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 31,595 $1.32M 0.42% -1,385 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 30,606 $1.28M <0.01% +15,613 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 30,589 $1.28M 0.4% -7,612 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 30,394 $1.27M 0.04% +13,526 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 30,204 $1.26M 0.25% +8,274 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 29,913 $1.25M <0.01% +14,867 13F-HR Timeline Group Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 29,482 $1.23M 0.42% +1,291 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 29,398 $1.23M 0.54% -1,726 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 29,197 $1.22M 0.03% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 29,136 $1.22M 0.02% +343 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 27,793 $1.16M <0.01% new 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 26,714 $1.11M 0.7% +273 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 25,450 $1.06M 0.36% +866 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 24,621 $1.03M <0.01% new 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 24,306 $1.01M 0.83% +470 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 23,883 $997K 0.86% -4,851 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 23,122 $965K 0.01% +610 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 22,509 $939K 0.26% +220 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 21,570 $900K 0.36% +661 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 21,548 $899K 0.6% +1,025 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 21,537 $899K 0.76% +471 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 21,456 $895K 0.28% -1,125 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 21,301 $889K 0.01% -28 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 21,223 $886K 0.01% -8,433 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 21,087 $880K 0.14% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 20,704 $864K 0.41% -3,517 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 19,757 $824K 0.61% +346 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 19,588 $817K 0.4% -374 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 18,993 $808K 0.32% +1 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 19,343 $807K 0.11% -470 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 19,163 $800K 0.01% -88 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 19,118 $798K <0.01% -10,773 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 19,016 $794K 0.21% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 18,733 $782K 0.1% +5 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 18,685 $780K 0.12% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 18,372 $767K 0.01% 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 17,887 $746K 0.11% +2 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 17,507 $731K 0.32% -2,387 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 17,299 $722K 0.02% 0 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 17,048 $711K 0.31% +90 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 16,776 $700K 0.44% +5,200 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 16,574 $692K 0.33% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 16,368 $683K <0.01% new 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 16,341 $682K 0.39% +2,091 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 16,316 $681K 0.01% +197 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 16,228 $677K <0.01% +50 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 16,096 $672K +647 Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 15,952 $666K 0.03% +365 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 15,471 $646K 0.13% +581 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 15,455 $645K 0.01% new 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 15,138 $632K 0.15% -117 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 15,013 $627K +8,613 Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 14,975 $625K 0.01% +5,749 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 14,841 $619K 0.06% +24 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 14,605 $609K 0.18% +34 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 14,581 $608K 0.4% -89 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 14,259 $595K 0.27% -23 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,188 $592K <0.01% -2,441 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 14,165 $591K 0.05% +4,363 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 14,074 $587K 0.04% -567 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 13,930 $581K 0.06% 0 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 13,788 $575K 0.14% 0 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 13,492 $563K 0.05% +32 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 13,420 $560K 0.06% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 13,388 $559K 0.02% 0 13F-HR Timeline Group Unison Advisors LLC More: the full row for Unison Advisors LLC 13,372 $558K 0.04% +31 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 12,834 $536K 0.03% +593 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 12,870 $535K 0.01% -127 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 12,772 $533K 0.19% +764 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,763 $533K <0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 12,722 $531K 0.17% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 11,931 $498K 0.04% +49 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 11,918 $497K 0.06% +22 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 11,680 $487K 0.25% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 11,601 $484K 0.01% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 11,512 $480K 0.01% 0 13F-HR Timeline