Csenge Advisory Group More: the full row for Csenge Advisory Group 36,773 $2.04M 0.11% +4,396 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 36,613 $2.03M 0.94% new 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 36,349 $2.02M 0.91% 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 36,192 $2.01M 0.17% -440,668 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 36,187 $2.01M 0.85% +7,284 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 35,812 $1.99M 0.76% -776 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 35,592 $1.97M 1.29% +9,864 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 35,202 $1.95M 0.82% +2,358 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 35,110 $1.95M 0.1% +4,773 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 34,960 $1.94M 0.03% new 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 34,914 $1.94M 0.49% +425 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 34,876 $1.93M 0.52% +3,656 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 34,514 $1.91M 1.21% +11,132 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 34,298 $1.9M 0.81% +19,659 13F-HR/A Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 34,103 $1.89M 0.74% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 34,046 $1.89M 0.13% +1,222 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 34,003 $1.89M 1.14% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 33,939 $1.88M 0.72% +762 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 33,734 $1.87M 1.34% 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 33,703 $1.87M 0.16% -7,166 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 33,394 $1.85M 0.58% +84 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 33,117 $1.84M 0.3% +1,862 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 33,050 $1.83M 0.22% -6,705 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 33,000 $1.83M 0.64% 0 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 32,877 $1.82M 1.71% 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 32,626 $1.81M 3.03% new 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 32,529 $1.8M 0.06% +26,850 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 31,943 $1.77M 1.68% 13F-HR Timeline First Trust Bank, Ltd. More: the full row for First Trust Bank, Ltd. 31,150 $1.73M 4.98% 0 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 31,124 $1.73M 1.33% +1,384 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 30,921 $1.71M 1.08% +4,162 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 30,856 $1.69M 0.39% -321 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 30,487 $1.69M 0.79% +9,889 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 30,417 $1.69M 0.1% +4,179 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 30,346 $1.68M 0.01% +5,761 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 30,230 $1.68M 1.12% 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 29,899 $1.66M 0.24% -289,701 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 29,860 $1.66M <0.01% -27,268 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 29,467 $1.63M 0.09% +441 13F-HR Timeline Group Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 29,452 $1.63M 0.15% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 29,088 $1.63M 1.01% +3,406 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 29,110 $1.61M 0.02% -585 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 29,039 $1.61M 0.01% +7,235 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 29,004 $1.61M 0.15% +6,380 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 28,055 $1.6M 0.62% 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 28,886 $1.6M 0.41% +2,374 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 28,266 $1.57M 0.02% -242 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 28,264 $1.57M 0.01% -10,569 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 27,895 $1.55M 0.3% 0 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 27,883 $1.55M 0.85% 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 27,899 $1.54M 0.09% -15,850 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 27,693 $1.53M 1.3% 13F-HR Timeline Maxwell Wealth Strategies Inc. More: the full row for Maxwell Wealth Strategies Inc. 27,605 $1.53M 0.62% +1,715 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 27,566 $1.53M 0.18% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 27,542 $1.53M 0.04% -44,031 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 27,071 $1.5M 0.08% -1,070 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 26,985 $1.5M 0.02% +20,711 13F-HR Timeline EQ LLC More: the full row for EQ LLC 26,689 $1.48M 0.7% +9,127 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 26,670 $1.48M 0.06% +18,010 13F-HR/A Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 26,367 $1.46M 0.44% +78 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 26,323 $1.46M 0.65% +426 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 26,248 $1.46M 0.02% +1,469 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 25,325 $1.4M 0.16% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 25,167 $1.4M 0.28% +2,251 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 25,049 $1.39M 0.11% +3,141 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 25,037 $1.39M 1.11% +2,000 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 24,825 $1.38M 0.13% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 24,684 $1.37M 0.04% -2,451 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 24,372 $1.35M 0.08% +4,072 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 24,324 $1.35M new Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 24,281 $1.35M 0.08% +85 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 24,083 $1.34M 0.71% +1,540 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 24,025 $1.33M 0.13% +1,858 13F-HR/A Timeline Group QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 23,587 $1.31M 0.88% +386 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 23,325 $1.29M 0.67% +6,566 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 23,202 $1.29M 1% +1,796 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 23,162 $1.28M <0.01% +161 13F-HR Timeline Group WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 23,015 $1.28M 1.19% +31 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 22,357 $1.24M 0.06% +5,135 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 22,325 $1.24M 0.47% new 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 22,222 $1.23M 0.17% -1,517 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 22,021 $1.22M 0.03% +1,413 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 22,000 $1.22M 0.47% +5,776 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 21,576 $1.2M 1.03% 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 21,532 $1.19M <0.01% -3,149 13F-HR Timeline Group BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 21,412 $1.19M 1.38% 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 21,209 $1.18M 0.39% -1,366 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 21,078 $1.17M 0.08% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 20,840 $1.16M 1.92% 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 20,806 $1.15M 0.19% +11,100 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 20,286 $1.12M 0.15% +2,790 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 20,285 $1.12M 0.61% -92 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 20,163 $1.12M 0.6% +5,039 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 19,869 $1.1M 0.11% -4,696 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 19,761 $1.1M 0.03% +246 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 19,869 $1.09M 0.5% 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 19,599 $1.09M 0.03% 0 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 19,387 $1.08M 2.16% 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 19,360 $1.07M 0.27% +643 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 19,351 $1.07M 0.44% +1,244 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 19,230 $1.07M 0.03% +589 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 19,122 $1.06M 0.08% new 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 19,087 $1.06M 0.44% 0 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 18,524 $1.03M 0.78% +3,160 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 18,522 $1.03M 0.64% -6 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 18,458 $1.02M 0.53% +1,367 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 18,397 $1.02M 0.12% 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 18,338 $1.02M 0.27% -176 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 18,286 $1.01M 0.03% -1,709 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 16,694 $1.01M 0.06% +19 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 18,234 $1.01M <0.01% +2,852 13F-HR Timeline Group FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 17,596 $1.01M 0.41% -693 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 18,125 $1.01M 0.14% new 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 18,088 $1M 0.15% +87 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 17,805 $987K 0.14% +351 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 17,684 $981K 0.56% +2,154 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 17,650 $979K 0.01% +1,387 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 17,594 $976K 0.01% +697 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 17,536 $972K 0.6% +5,016 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 17,468 $969K 0.13% +1,373 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 17,463 $968K 0.07% -5,850 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 16,996 $942K 0.08% -1,773 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 16,790 $931K 0.32% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 16,741 $928K 0.02% +12,291 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 16,689 $925K 0.1% +3,714 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 16,597 $920K <0.01% new 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 16,416 $910K 0.53% +1,293 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 16,266 $902K 0.11% -6,248 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 16,185 $897K 0.02% -77,295 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 16,181 $897K <0.01% +1,734 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 16,028 $889K 0.09% +777 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 15,964 $885K 0.06% -1,842 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 15,939 $884K 0.01% +998 13F-HR Timeline Group Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 15,909 $882K 0.85% -1,007 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 15,570 $863K 0.3% +2,126 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 15,215 $844K 0.07% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 15,202 $843K 0.19% +103 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 15,062 $835K 0.63% +4,681 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 14,981 $831K 0.07% +1,808 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 14,849 $823K 0.02% new 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 14,733 $817K 0.12% +83 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 14,712 $816K 0.09% -9,219 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 14,611 $810K 0.64% +2,756 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 14,163 $810K 0.07% +865 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 14,588 $809K 0.09% -4,787 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 14,442 $801K 0.29% -903 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 14,292 $793K 0.31% +1,010 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 14,150 $785K 0.02% +2,337 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 14,073 $780K 0.02% +4,421 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 14,062 $780K 0.01% -449 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 13,938 $773K 0.15% +2,201 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 13,900 $771K 0.67% +8,750 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 13,829 $767K 0.04% -3,150 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 13,807 $766K 0.19% -311 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 13,581 $753K 0.08% +407 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 13,513 $749K <0.01% -1,757 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 13,251 $735K <0.01% -87,027 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 13,174 $731K 0.05% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 13,066 $723K 0.04% +495 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 12,870 $714K 0.13% +1,767 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 12,789 $709K <0.01% -405 13F-HR Timeline Group OLIO Financial Planning More: the full row for OLIO Financial Planning 12,766 $708K 0.25% +3,074 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 12,698 $704K 0.08% -124 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 12,641 $700K <0.01% +175 13F-HR Timeline Group Anchor Pointe Wealth Management, LLC More: the full row for Anchor Pointe Wealth Management, LLC 12,586 $699K 0.91% 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 12,522 $694K 0.41% -8,515 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 12,507 $694K 0.27% -5,384 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 12,492 $693K 0.37% 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 12,478 $692K 0.05% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 12,450 $690K 0.14% +878 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 12,354 $685K 0.01% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 12,167 $674K 0.26% 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 12,146 $673K 0.06% +22 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,034 $667K 0.04% new 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 11,963 $663K 0.14% +70 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 11,941 $662K 0.39% +1,548 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,891 $659K 0.02% -45,797 13F-HR Timeline Group Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 11,787 $654K 0.35% +1,297 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,786 $654K 0.04% +1,162 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 11,756 $652K 0.07% +859 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 11,634 $645K 0.42% +679 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 11,623 $644K 0.01% -310 13F-HR/A Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 11,613 $644K 0.04% +652 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 11,602 $643K 0.03% +349 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 11,512 $638K 0.06% +88 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 11,424 $633K <0.01% +2,185 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 11,079 $614K 0.05% +4,500 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 11,042 $612K 0.56% -850 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 10,838 $601K 0.04% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 10,778 $596K 0.14% 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 10,665 $591K 0.2% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,570 $586K 0.02% -4,289 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 10,548 $585K 0.49% 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 10,429 $578K 0.24% +503 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 10,394 $576K 0.38% +3,179 13F-HR/A Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 10,355 $574K <0.01% +11 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 10,349 $574K 0.11% -2,102 13F-HR/A Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 10,287 $570K 0.01% -186,556 13F-HR Timeline Group Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 10,282 $570K 0.19% +1,235 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,276 $570K 0.01% -21,992 13F-HR Timeline