Composition Wealth, LLC More: the full row for Composition Wealth, LLC 10,330 $944K 0.01% -239 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 10,258 $937K 0.03% 0 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 9,943 $929K 0.27% +100 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 9,795 $895K 0.64% -10 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 9,764 $892K 0.01% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 9,664 $883K 0.15% +102 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 9,635 $880K 0.5% 0 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 9,611 $878K 0.31% -1,358 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 9,267 $847K 0.22% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,240 $844K 0.01% 0 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 9,231 $843K 0.02% -67 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 9,134 $835K 0.3% -30 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 9,050 $827K 0.05% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,936 $821K 0.01% -596 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 8,920 $815K 0.08% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 8,810 $805K <0.01% +2,302 13F-HR Timeline Group Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 8,784 $803K 0.24% +346 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,732 $798K 0.01% +845 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,731 $798K 0.02% +4,120 13F-HR/A Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 8,563 $782K 0.05% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 8,519 $778K 0.02% +440 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,494 $776K 0.02% -346 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 8,493 $776K <0.01% -52,489 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 8,398 $767K 0.01% -1,649 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 8,342 $762K 0.03% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 8,280 $757K 0.08% -1,454 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 8,177 $747K 0.11% 0 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 8,091 $739K <0.01% +302 13F-HR Timeline Group WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 8,032 $734K 0.05% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 8,031 $734K 0.03% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 8,026 $733K 0.1% -377 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 8,023 $733K 1.52% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 8,010 $732K 0.08% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,888 $721K 0.04% -49 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,842 $717K 0.01% +5,832 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 7,772 $710K 0.15% -349 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 7,744 $708K 0.09% 0 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 7,572 $692K 0.19% +1,985 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 7,426 $679K 0.04% -95 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 7,314 $668K 0.17% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 7,246 $662K 0.05% -93 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 7,206 $658K 0.17% +111 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,097 $648K 0.04% 0 13F-HR Timeline Group Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 7,058 $645K 0.36% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 7,041 $643K 0.13% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,916 $636K <0.01% -4,441 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 6,802 $622K 0.04% +625 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 6,745 $616K 0.17% +2,099 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 6,559 $599K 0.13% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 6,492 $593K 0.02% -38 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 6,413 $586K 0.04% -41 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 6,295 $575K 0.24% 0 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 6,278 $574K 0.01% +78 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 6,148 $562K <0.01% +649 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 6,076 $555K 0.02% +326 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 5,725 $535K 0.22% -189 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,854 $535K 0.04% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 5,854 $534K <0.01% new 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 5,840 $534K 0.12% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 5,825 $532K 0.07% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 5,746 $525K <0.01% -123 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 5,651 $523K 0.03% +113 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,676 $519K 0.03% +1,345 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,666 $518K <0.01% -146 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,665 $518K 0.15% 0 13F-HR Timeline Keenan, LLC More: the full row for Keenan, LLC 5,642 $515K 0.43% -4,775 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,401 $493K 0.03% 0 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 5,231 $478K 0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 5,214 $476K 0.08% -480 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 5,105 $466K 0.44% -88 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 5,087 $465K 0.25% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,039 $460K <0.01% +2,510 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,000 $457K 0.07% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,949 $452K 0.01% new 13F-HR/A Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 4,944 $452K 0.31% 0 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 4,917 $451K 0.33% -74 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 4,875 $445K 0.42% -967 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,724 $432K 0.13% +179 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,694 $429K 0.02% -294 13F-HR/A Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,692 $429K 0.02% -577 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,685 $428K 0.01% +293 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,652 $428K 0.03% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 4,677 $427K <0.01% -638 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 4,651 $425K 0.09% -895 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 4,650 $425K 0.09% 0 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 4,635 $424K 0.27% -930 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 4,583 $419K 0.08% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,574 $418K 0.02% +129 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 4,564 $417K <0.01% +21 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,522 $413K 0.09% +324 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,522 $413K 0.26% -326 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,501 $411K 0.01% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 4,481 $409K 0.05% -53 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 4,458 $407K 0.09% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,444 $406K 0.03% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,440 $406K 0.01% 0 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 4,417 $404K 0.26% -160 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 4,413 $403K 0.09% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,399 $402K 0.01% +69 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,396 $402K <0.01% +881 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 4,378 $400K 0.32% 0 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 4,294 $392K 0.01% -5,954 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 4,290 $392K 0.05% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,244 $388K 0.03% -97 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 4,241 $388K 0.24% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,233 $387K 0.02% +34 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 4,161 $380K 0.13% -180 13F-HR/A Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 4,137 $378K 0.04% -1,629 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 4,119 $376K 0.26% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 4,100 $375K <0.01% -8,300 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 4,090 $374K 0.16% +280 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,059 $371K 0.02% +1,050 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 4,053 $370K 0.26% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,033 $368K 0.14% -4,597 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,007 $366K 0.03% +224 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 3,995 $365K 0.05% -83 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 3,957 $362K 0.38% +250 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 3,925 $359K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,898 $358K <0.01% new 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 3,915 $358K 0.37% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,907 $357K 0.02% -208 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 3,797 $347K 0.04% -375 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,787 $346K 0.05% -268 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 3,785 $346K 0.14% +466 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,781 $345K 0.08% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,739 $342K 0.01% -16,015 13F-HR/A Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,685 $337K 0.01% +178 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 3,652 $334K new Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,648 $333K 0.01% +245 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,635 $332K 0.02% +372 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 3,634 $332K 0.05% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,557 $325K <0.01% +27 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,526 $322K <0.01% +68 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,514 $321K <0.01% +321 13F-HR Timeline Group GDS Wealth Management More: the full row for GDS Wealth Management 3,508 $321K 0.02% -24 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 3,465 $317K 0.13% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,438 $314K 0.01% +257 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,385 $309K <0.01% +534 13F-HR Timeline Group ARWA LLC More: the full row for ARWA LLC 3,307 $309K 0.15% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 3,381 $309K 0.02% -612 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 3,376 $308K 0.08% -58 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,361 $307K 0.07% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,342 $305K 0.01% +78 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,244 $296K 0 Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,151 $295K 0.01% -266 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,226 $295K 0.01% +117 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 3,215 $294K 0.19% 0 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 3,209 $293K 0.3% +238 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 3,145 $289K 0.04% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,147 $288K <0.01% +173 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 3,143 $287K 0.14% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,131 $286K 0.01% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,120 $285K 0.02% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 3,112 $284K 0.18% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,079 $281K 0.02% -52 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,015 $275K <0.01% -308 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,046 $273K 0.01% 0 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 2,921 $273K 0.3% +1 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,979 $272K 0.06% -34 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,966 $271K <0.01% +29 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,944 $269K 0.03% 0 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 2,941 $269K 0.08% +202 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 2,930 $268K 0.07% 0 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 2,900 $265K <0.01% new 13F-HR Timeline Group Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 2,887 $264K 0.05% +20 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,868 $262K 0.02% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,835 $259K 0.01% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,826 $258K 0.01% +388 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,823 $258K 0.03% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,817 $257K 0.01% +52 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,813 $257K 0.08% 0 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 $255K 0.03% 0 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 2,767 $253K 0.14% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,767 $252K 0.08% -250 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 2,732 $250K 0.07% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,724 $249K <0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,719 $248K <0.01% 0 13F-HR Timeline Group Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,706 $247K 0.04% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,701 $247K <0.01% -16,811 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,682 $245K 0.01% -47 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 2,676 $245K 0.08% 0 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 2,567 $240K 0.15% new 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 2,621 $240K 0.08% -1,337 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,590 $237K 0.03% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,584 $236K <0.01% -124 13F-HR Timeline Group Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 2,568 $235K 0.13% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,557 $234K 0.02% 0 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 2,548 $233K 0.1% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,508 $229K 0.03% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,499 $228K <0.01% new 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 2,479 $225K 0.11% -83 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 2,446 $223K 0.06% 0 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 2,428 $222K 0.11% -411 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,419 $221K 0.02% 0 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 2,410 $220K 0.19% +22 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 2,382 $218K 0.07% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,343 $217K <0.01% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,365 $216K 0.01% 0 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 2,328 $213K 0.08% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,322 $212K 0.02% 0 13F-HR Timeline