GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 18,998 $903K 0.04% +1,052 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 18,963 $901K 0.31% +6,498 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 18,945 $901K 0.02% 0 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 18,809 $894K 0.06% +7,843 13F-HR Timeline Contango Wealth Management LLC More: the full row for Contango Wealth Management LLC 18,545 $882K 1.03% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 18,452 $877K 0.02% +2,820 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 18,420 $876K 0.04% -15,890 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 18,253 $868K 0.01% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 18,144 $863K <0.01% +642 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 17,914 $852K 0.02% +3,861 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 17,738 $841K -547 Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 17,390 $827K 0.05% -1,441 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 17,310 $823K 0.01% 0 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 17,055 $811K 0.14% -754 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 16,929 $805K 0.21% -55 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 16,889 $803K 0.02% +303 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 16,742 $796K 0.03% +640 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 16,704 $794K 0.04% +8,695 13F-HR Timeline Trust Co More: the full row for Trust Co 16,515 $785K 0.07% -420 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 16,499 $783K 0.15% +94 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 16,400 $780K 0.09% +201 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 16,388 $779K 0.39% +277 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 16,178 $769K 0.22% +9,906 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 16,100 $766K 0.39% +400 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 16,043 $763K 0.13% +101 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 15,985 $760K <0.01% new 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 15,905 $756K 0.02% +620 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 15,893 $756K 0.41% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 15,820 $752K <0.01% +212 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 15,706 $747K 0.64% +543 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 15,430 $734K 0.33% -246 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 15,381 $731K 0.01% -3,161 13F-HR/A Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 15,366 $731K 0.03% +495 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 15,225 $724K <0.01% +390 13F-HR Timeline Group FinArc Investments, Inc. More: the full row for FinArc Investments, Inc. 15,140 $720K 0.69% -381 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 15,010 $714K 0.01% +152 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 14,862 $707K 0.05% +167 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 14,841 $706K 0.02% +724 13F-HR Timeline Group Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 14,705 $699K 0.33% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 14,701 $699K 0.04% +27 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 14,546 $692K 0.07% +200 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 14,497 $689K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 14,053 $668K 0.2% +2,533 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 13,902 $661K 0.25% +1,940 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 13,855 $659K 0.07% +8,334 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 13,755 $654K 0.03% +29 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 13,152 $625K 0.02% +470 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 12,839 $610K 0.08% +1,235 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 12,817 $609K 0.01% +646 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 12,768 $607K 0.01% +1,833 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 12,744 $606K 0.25% +2,950 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 12,622 $600K 0.16% -109 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 12,621 $600K 0.01% -8,798 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 12,616 $600K <0.01% -11,800 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 12,558 $597K 0.07% +202 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,543 $596K 0.01% -17,723 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 12,501 $594K 0.62% -1,443 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 12,435 $591K 0.12% +467 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 12,319 $586K 0.15% +255 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 12,315 $586K 0.1% +66 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 12,221 $581K 0.03% -458 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 12,214 $581K 0.05% +99 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 11,934 $567K 0.1% -8 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 11,843 $563K 0.06% +6,043 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 11,700 $556K 0.12% +3,605 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 11,556 $549K 0.02% +911 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 11,532 $548K 0.06% -652 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 11,497 $547K 0.04% +3,286 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 11,437 $544K 0.35% -69 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 11,429 $543K 0.02% +752 13F-HR Timeline Group Xena Financial Planning, LLC More: the full row for Xena Financial Planning, LLC 11,020 $524K 0.59% -2,529 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10,995 $523K 0.01% +377 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 10,979 $522K <0.01% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 10,841 $515K <0.01% new 13F-HR Timeline Group Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 10,495 $499K 0.27% +307 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 10,312 $490K 0.02% +1,220 13F-HR Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 10,239 $487K 0.05% +191 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 10,034 $477K 0.03% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,023 $477K 0.01% +816 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 10,000 $476K 0.15% 0 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 9,993 $475K 0.08% 0 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 9,798 $466K 0.04% -5,465 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 9,740 $463K <0.01% +591 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 9,718 $462K 0.22% 0 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 9,672 $460K 0.29% 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 9,667 $460K 0.34% 0 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 9,637 $458K 0.19% +1,137 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,565 $455K 0.01% +1,149 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 9,531 $453K 0.01% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,495 $451K 0.01% +1,082 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 9,068 $431K 0.23% +1,065 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 9,013 $429K 0.16% -250 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 8,781 $418K 0.25% +3,452 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 8,729 $417K 0.02% +2,692 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,692 $413K <0.01% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 8,653 $411K 0.04% +1,704 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 8,606 $409K 0.2% -381 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 8,581 $408K 0.14% +574 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 8,560 $407K 0.02% +312 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 8,504 $404K <0.01% +216 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 8,407 $399K 0.01% new 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 8,288 $394K 0.02% +1,173 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 8,259 $394K 0.02% +128 13F-HR/A Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 8,267 $393K 0.12% +1,336 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 8,257 $393K 0.08% +514 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,235 $392K 0.01% +1,845 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 8,179 $389K 0.24% +589 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 8,120 $386K 0.27% +52 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 8,041 $382K 0.08% 0 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 8,039 $382K 0.05% +664 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 7,813 $372K 0.05% -6 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 7,533 $358K 0.09% +861 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 7,523 $358K 0.01% +3,292 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 7,400 $352K 0.16% 0 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 7,383 $351K 0.05% -1,596 13F-HR Timeline Group Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 7,302 $347K 0.06% -555 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 7,222 $343K 0.01% +35 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 7,157 $340K 0.06% new 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 7,156 $340K 0.09% +1 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 7,125 $339K 0.23% +1,136 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 7,039 $335K <0.01% -1,244 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,975 $332K 0.02% -338 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 6,914 $328K 0.16% +2,423 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,890 $328K <0.01% +1,973 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 6,883 $327K 0.09% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 6,805 $324K 0.01% +420 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 6,775 $322K 0.02% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 6,764 $322K 0.23% -7,350 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 6,663 $317K 0.22% +1,424 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,635 $315K <0.01% 0 13F-HR Timeline Group Farmers National Bank More: the full row for Farmers National Bank 6,614 $314K 0.07% +401 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 6,598 $314K 0.07% -3 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 6,503 $309K 0.23% +5 13F-HR/A Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 6,447 $307K 0.29% +911 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 6,448 $305K 0.04% new 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 6,381 $303K 0.04% +1,503 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 6,357 $302K 0.07% 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 6,347 $302K <0.01% +470 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,289 $299K 0.01% +487 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,243 $297K 0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6,206 $295K 0.03% +1,260 13F-HR Timeline Group UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 6,154 $293K 0.06% -441 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 6,140 $292K 0.09% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 6,111 $291K <0.01% +4,215 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 6,070 $289K 0.07% -276 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 6,017 $285K 0.13% +89 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 5,954 $283K 0.09% +708 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 5,920 $282K 0.14% +114 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 5,907 $281K 0.06% +33 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,902 $281K <0.01% +38 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,891 $280K <0.01% +674 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 5,800 $276K 0.19% 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 5,814 $276K 0.02% -1,394 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 5,795 $276K -499 Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 5,645 $268K 0.08% +50 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 5,621 $267K 0.01% -21 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 5,563 $265K 0.12% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,536 $263K 0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,483 $261K <0.01% -8,064 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 5,462 $260K 0.04% -179 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 5,471 $260K 0.03% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 5,446 $259K 0.08% +43 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 5,367 $255K 0.16% +1,150 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,344 $254K 0.01% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,221 $248K 0.01% +19 13F-HR/A Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 5,211 $247K 0.22% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5,184 $246K 0.01% +557 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,176 $246K <0.01% -13,247 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,134 $244K <0.01% 0 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 5,132 $244K 0.01% +179 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 5,092 $242K 0.02% 0 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 5,090 $242K 0.17% new 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 5,009 $238K 0.21% 0 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 4,989 $237K 0.12% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,971 $236K <0.01% +47 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 4,941 $235K 0.1% -55 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,925 $234K 0.03% +257 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 4,917 $234K 0.06% new 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 4,885 $232K 0.08% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,788 $228K 0.02% +41 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 4,776 $227K 0.02% +85 13F-HR Timeline Group RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 4,772 $227K 0.13% 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 4,740 $225K 0.01% -1,642 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 4,722 $225K 0.02% +11 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 4,692 $223K 0.11% +263 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4,650 $221K 0.05% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,637 $220K 0.01% -228 13F-HR Timeline Townsend Financial Planning, LLC More: the full row for Townsend Financial Planning, LLC 4,614 $219K 0.21% +29 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,558 $217K 0.01% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,531 $215K 0.02% -94 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 4,506 $214K 0.03% -1,070 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,442 $211K 0.04% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,327 $206K <0.01% new 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,294 $204K 0.03% +83 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 4,261 $203K 0.03% new 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 4,247 $202K 0.02% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,207 $200K 0.02% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,898 $184K <0.01% +672 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,832 $182K <0.01% -1,003 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 3,802 $181K <0.01% -421 13F-HR Timeline