Keenan, LLC More: the full row for Keenan, LLC 10,417 $898K 0.79% 13F-HR/A Timeline PFG Advisors More: the full row for PFG Advisors 10,304 $889K 0.04% +880 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 10,258 $885K 0.03% +138 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 10,248 $884K 0.02% +7,182 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 9,805 $868K 0.58% +80 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 10,047 $867K 0.01% -172 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 9,764 $842K 0.01% -3,399 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 9,734 $840K 0.09% -216 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 9,668 $834K 0.06% 0 13F-HR Timeline Group Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 9,635 $831K 0.62% 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 9,562 $825K 0.14% +895 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,532 $822K 0.01% -443 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 9,298 $802K 0.02% -467 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 9,161 $800K 0.03% -660 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 9,267 $799K 0.23% +9 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,240 $797K 0.01% 0 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 9,205 $796K <0.01% -88 13F-HR Timeline Group Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 9,164 $790K 0.28% +106 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 9,050 $781K 0.05% +4 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 8,920 $769K 0.07% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,840 $762K 0.02% +974 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 8,630 $744K 0.26% +4,057 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 8,438 $728K 0.22% +4,411 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 8,403 $725K 0.09% -163 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 8,368 $722K 0.03% +71 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 8,342 $719K 0.03% +205 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 8,177 $705K 0.1% 0 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 8,121 $700K 0.15% -1,109 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 8,079 $697K 0.02% -165 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 8,032 $693K 0.04% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 8,031 $693K 0.03% 0 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 8,023 $692K 1.47% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 8,010 $691K 0.07% -80 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,937 $685K 0.04% +182 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,887 $680K 0.01% -237 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 7,789 $672K <0.01% 0 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 7,744 $668K 0.09% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 7,521 $649K 0.04% +22 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 7,339 $633K 0.05% +45 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 7,314 $631K 0.16% 0 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 7,186 $620K 0.01% new 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,097 $612K 0.03% -292 13F-HR Timeline Group Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 7,058 $609K 0.34% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 7,041 $607K 0.13% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 7,095 $602K 0.15% 0 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 6,559 $566K 0.13% +12 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 6,530 $563K 0.02% +38 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,508 $561K <0.01% +2,327 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 6,506 $561K 0.02% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 6,454 $557K 0.04% -181 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 5,914 $549K 0.24% -218 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 6,295 $543K 0.23% +71 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 6,200 $535K 0.01% +204 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 6,197 $534K <0.01% -75,481 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 6,177 $533K 0.04% -309 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 6,160 $531K <0.01% +3,767 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 5,869 $506K <0.01% -313 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,854 $505K 0.03% 0 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 5,842 $504K 0.48% 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 5,840 $504K 0.11% +64 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,812 $501K <0.01% +50 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 5,766 $497K 0.06% +29 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 5,750 $496K 0.02% +1,876 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 5,732 $494K new Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 5,694 $491K 0.08% -325 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,665 $489K 0.14% 0 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 5,193 $487K 0.48% 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 5,587 $482K 0.15% +397 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 5,565 $480K 0.33% +72 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 5,546 $478K 0.1% -190 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 5,538 $478K 0.03% -782 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 5,499 $474K <0.01% -29 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,460 $471K 0.06% -1,688 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,401 $466K 0.03% +73 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,315 $458K 0.01% -152 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,269 $454K 0.02% +11 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 5,231 $451K 0.01% 0 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 5,087 $439K 0.23% 0 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 4,991 $435K 0.34% +23 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,988 $430K 0.02% +931 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 4,944 $426K 0.28% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,848 $418K 0.14% -1,060 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,652 $401K 0.03% 0 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 4,650 $401K 0.09% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,646 $401K 0.11% -8 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,611 $398K 0.01% -13,649 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 4,583 $395K 0.08% +57 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 4,577 $395K 0.24% 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,545 $392K 0.12% -1,023 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 4,543 $392K <0.01% +1,130 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 4,534 $391K 0.04% -23 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,501 $388K 0.01% +32 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 4,458 $385K 0.08% +60 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,445 $383K 0.02% +30 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,444 $383K 0.03% +12 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,440 $383K 0.01% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 4,413 $381K 0.09% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,392 $379K <0.01% -543 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 4,378 $377K 0.32% 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,349 $375K 0.02% +1,443 13F-HR Timeline Group Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 4,341 $374K 0.14% +41 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,341 $374K 0.03% new 13F-HR/A Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,331 $374K 0.03% +369 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,330 $373K 0.01% +1,028 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 4,290 $370K 0.05% -26 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 4,241 $366K 0.22% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,199 $362K 0.02% +28 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,198 $362K 0.09% -53 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 4,172 $360K 0.04% -298 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 4,119 $355K 0.25% -120 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,115 $355K 0.02% +416 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,078 $352K 0.05% -606 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 4,055 $350K 0.06% +44 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 4,053 $350K 0.24% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 3,993 $344K 0.03% -250 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 3,958 $341K 0.12% -887 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 3,925 $339K 0.01% 0 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 3,915 $338K 0.31% 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 3,810 $329K 0.13% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 3,783 $326K 0.03% +159 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,781 $326K 0.07% 0 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 3,707 $320K 0.31% +37 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,669 $316K <0.01% -166 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 3,634 $313K 0.05% +49 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,532 $305K 0.02% -56 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,530 $304K <0.01% +873 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,515 $303K <0.01% +530 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,507 $302K 0.01% +180 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 3,468 $299K <0.01% +358 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 3,465 $299K 0.12% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,458 $298K <0.01% +288 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 3,434 $296K 0.08% +28 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,417 $296K 0.01% +266 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,403 $294K 0.01% -93 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,361 $290K 0.07% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,323 $287K <0.01% new 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 3,319 $286K 0.12% +197 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 3,307 $285K 0.17% 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,264 $282K 0.01% -315 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,263 $281K 0.02% 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,244 $280K +677 Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 3,220 $278K 0.25% 0 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 3,215 $277K 0.17% 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,193 $275K <0.01% 0 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,181 $274K 0.01% -66 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 3,145 $273K 0.03% -545 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 3,160 $273K 0.05% -63,720 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 3,143 $271K 0.13% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,131 $270K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,131 $270K 0.02% +4 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,120 $269K 0.02% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 3,112 $268K 0.18% +5 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,109 $268K 0.01% +3 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,046 $264K 0.01% +521 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,017 $260K 0.06% +527 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,013 $260K 0.05% +1 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,009 $260K 0.01% +480 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,974 $257K <0.01% -3,220 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 2,971 $256K 0.27% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,944 $254K 0.03% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,937 $253K <0.01% 13F-HR/A Timeline Group Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 2,930 $253K 0.07% +2 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 2,920 $252K 0.24% 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,914 $251K 0.03% -151 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,868 $247K 0.02% -62 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 2,867 $247K 0.05% -35 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,851 $246K <0.01% -145 13F-HR Timeline Group PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 2,839 $245K 0.12% +33 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,823 $243K 0.03% -20 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,813 $243K 0.08% +53 13F-HR Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 2,799 $241K 0.03% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,787 $240K 0.03% +10 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 2,767 $239K 0.12% +14 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,765 $238K 0.01% +278 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 2,739 $236K 0.07% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 2,732 $236K 0.07% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,729 $235K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,719 $235K <0.01% 0 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,724 $235K <0.01% 0 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,708 $234K <0.01% -166 13F-HR Timeline Group Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,706 $233K 0.04% +16 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 2,676 $231K 0.08% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,650 $230K 0.02% +1 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2,644 $228K <0.01% +1 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,590 $223K 0.03% 0 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 2,568 $221K 0.12% +9 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 2,562 $221K 0.12% 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,557 $221K 0.02% +12 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 2,548 $220K 0.09% +22 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,529 $218K <0.01% 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 2,446 $211K 0.06% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,438 $210K 0.01% new 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,419 $209K 0.01% 0 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 2,388 $206K 0.18% 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 2,382 $205K 0.07% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,365 $204K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,343 $204K <0.01% -754 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 2,338 $202K 0.35% -1,896 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 2,328 $201K 0.08% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,325 $201K <0.01% -34 13F-HR Timeline