Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 18,145 $1.32M 0.09% +129 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 18,093 $1.31M 0.06% -103 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 17,982 $1.31M 0.25% -33 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 17,953 $1.3M 0.31% +1,789 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 17,748 $1.29M 0.09% -609 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 17,438 $1.27M 0.01% -367 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 17,427 $1.27M 0.44% -13,693 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 17,291 $1.26M 0.37% -565 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 17,090 $1.24M 0.23% new 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 16,976 $1.23M 0.8% 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 16,876 $1.23M 0.06% +3,934 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 16,818 $1.22M 0.38% -10,550 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 16,750 $1.22M 0.36% 0 13F-HR Timeline VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 16,600 $1.21M 0.01% -24,400 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 16,410 $1.19M 0.01% +406 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 16,237 $1.18M 0.42% -1,489 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 16,056 $1.17M 0.1% -3,055 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 16,042 $1.17M 0.01% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 15,690 $1.14M <0.01% -1,166 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 15,012 $1.14M 0.04% +1,691 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 15,622 $1.14M 0.02% 0 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 15,442 $1.12M 0.37% -1,103 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 15,339 $1.11M 0.01% +1,000 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 15,271 $1.11M 0.47% -93 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 15,206 $1.11M 0.07% +96 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 15,202 $1.1M 0.01% new 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 15,146 $1.1M 0.8% -17 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 15,000 $1.09M 0.14% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 14,949 $1.09M <0.01% -609 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 14,871 $1.08M 0.43% -170 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 14,782 $1.07M 0.02% 0 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 14,758 $1.07M 0.1% +840 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 14,755 $1.07M <0.01% -231 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 14,707 $1.07M 0.06% -21 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 14,686 $1.07M 0.09% -781 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14,681 $1.07M 0.01% +4,644 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 14,653 $1.06M 0.13% 0 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 14,585 $1.06M 0.6% -2,159 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 14,482 $1.05M 0.04% -305 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 14,476 $1.05M 0.2% -255 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 14,424 $1.05M 0.15% +2,053 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 14,410 $1.05M 0.79% -600 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 14,315 $1.04M 0.67% 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 14,178 $1.03M 1.05% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 14,129 $1.03M 0.01% +694 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 14,064 $1.02M 0.02% -75,031 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 14,020 $1.02M 0.03% -3,459 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 13,870 $1.01M 0.08% +1,444 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 13,576 $987K 0.17% +252 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 13,436 $977K 0.01% 13F-HR/A Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 13,379 $972K 0.06% -474 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 13,260 $964K 0.14% +1,148 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 13,176 $958K 0.94% 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 12,667 $921K 0.13% -1,275 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 12,565 $913K 0.83% +115 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 12,510 $909K 0.05% +7,866 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 12,478 $907K 0.17% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 12,444 $904K 0.19% +627 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 12,436 $904K 0.02% +799 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 12,368 $899K 0.2% +125 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 12,341 $897K <0.01% -167,059 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 12,300 $894K 0.07% +140 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 12,250 $890K <0.01% 0 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 12,243 $890K 0.12% -196 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 12,195 $886K 0.45% -4,088 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 12,158 $884K 0.02% +53 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 12,138 $882K <0.01% -1,055 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 12,099 $879K 0.04% +5,998 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 12,092 $879K 0.09% -212 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 12,084 $878K 0.25% -650 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 12,080 $878K 0.25% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 12,048 $876K 0.09% -115 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 12,024 $874K 0.2% -62 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 11,992 $872K 0.01% -718 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 11,866 $862K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,849 $861K 0.01% +1,959 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 11,426 $830K 0.17% -663 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 11,165 $811K 0.32% +523 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 11,160 $811K 0.01% -6,873 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 11,137 $809K 0.16% -605 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 11,100 $807K 0.01% +1,300 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 11,098 $807K 0.41% 0 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 11,066 $804K 0.15% +260 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 11,059 $804K 0.14% +174 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 10,838 $788K 0.04% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 10,689 $777K 0.13% +1,729 13F-HR Timeline Group Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 10,656 $774K <0.01% new 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 10,507 $764K 0.11% 0 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 10,482 $762K 0.15% -896 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,460 $760K 0.02% -2,108 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 10,405 $756K 0.41% +232 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 10,334 $751K 0.08% +5,708 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 10,308 $747K 0.05% -565 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 10,216 $743K 0.09% -1,925 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 10,156 $738K 0.52% +6,082 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 10,090 $733K 0.11% +25 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 9,983 $726K 0.01% +1,495 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 9,866 $717K 0.01% -112 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 9,819 $716K <0.01% new 13F-HR Timeline Group Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 9,730 $707K 0.6% +1,023 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 9,714 $706K 0.03% -441 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 9,683 $704K 0.6% 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9,680 $704K 0.04% +132 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,573 $696K 0.05% -1,231 13F-HR/A Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 9,546 $694K 0.35% -10 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9,536 $693K 0.01% -676 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,473 $689K 0.02% 0 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 9,350 $680K 0.2% -159 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 9,314 $677K 0.24% -87 13F-HR/A Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 9,306 $676K 0.38% -235 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,295 $676K 0.01% -337 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 9,259 $673K 0.06% -197 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 9,203 $669K 0.14% 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 8,649 $669K 0.02% +60 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 9,109 $662K 0.01% -16 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 9,031 $656K 0.18% -25,685 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 9,004 $654K 0.05% -329 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 9,000 $654K 0.19% 0 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 8,934 $649K 0.14% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 8,932 $649K 0.22% -1,793 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 8,903 $647K 0.07% +1,042 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 8,852 $643K 0.01% new 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 8,803 $640K 0.04% +1 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 8,752 $636K <0.01% +875 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 8,638 $628K 0.02% -882 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 8,629 $627K 0.29% -251 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 8,624 $627K 0.16% +730 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,610 $626K 0.01% -4,122 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 8,563 $622K 0.4% +154 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 8,542 $621K 0.07% 0 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 7,600 $609K 0.35% -1,866 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 8,344 $606K 0.08% -2,141 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 8,212 $597K 0.21% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 8,141 $592K 0.05% +479 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 7,063 $592K 0.1% -829 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 8,135 $591K 0.03% +126 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 8,107 $589K 0.24% -196 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,106 $589K 0.03% new 13F-HR/A Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 7,958 $578K 0.03% +97 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 7,908 $575K <0.01% +744 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 7,898 $574K 0.03% -293 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 7,844 $570K 0.32% -2,781 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 7,841 $570K 0.44% -1,040 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 7,820 $568K 0.12% 0 13F-HR/A Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 7,799 $567K 0.01% -365 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,797 $567K <0.01% +1,273 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 7,729 $562K 0.04% -245 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 7,720 $561K 0.02% +2,071 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,684 $558K 0.03% +903 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 7,603 $553K 0.07% +689 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 7,510 $546K 0.05% -1,415 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 7,501 $545K 0.05% +54 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 7,471 $543K 0.24% -43 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,441 $541K 0.02% -348 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,406 $538K 0.02% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,378 $536K 0.04% -120 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 6,553 $522K 0.21% -1,616 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,181 $522K 0.03% -2,310 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 7,173 $521K 0.45% 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 7,168 $521K 0.14% -590 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 7,166 $521K 0.16% 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 7,162 $521K 0.02% +13 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 7,115 $517K 0.28% +228 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 7,038 $512K 0.08% -23 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 6,960 $506K 0.16% +284 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 6,955 $505K 0.35% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 6,871 $499K 0.06% -106 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 6,839 $497K 0.2% -792 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 6,816 $495K 0.05% +43 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 6,791 $494K 0.01% -6,932 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 6,751 $491K 0.22% -246 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 6,727 $489K 0.01% -2,608 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 6,721 $488K 0.06% 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,709 $488K 0.02% -66 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 6,601 $480K 0.47% 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 6,600 $480K 0.08% +210 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 6,575 $478K 0.03% +45 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,438 $468K 0.01% -35,715 13F-HR Timeline Group Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 6,371 $463K 0.13% -113 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,349 $461K 0.02% +3 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 5,725 $460K 0.09% +193 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,234 $453K 0.01% -661 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 6,142 $446K 0.1% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,131 $446K 0.01% +206 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 6,131 $446K 0.03% +206 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6,027 $438K 0.06% -333 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 6,013 $437K 0.06% -30 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,001 $436K <0.01% +1,077 13F-HR Timeline Group Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 5,998 $436K 0.39% 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 5,991 $435K 0.22% +484 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 5,966 $434K 0.39% 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 5,962 $433K 0.27% 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 5,945 $432K 0.29% -16 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5,819 $423K 0.1% -106 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 5,787 $421K 0.09% -1,992 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 5,715 $415K 0.13% -346 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,633 $409K 0.04% +840 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,616 $408K 0.03% -72 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 5,382 $408K 0.11% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 5,590 $406K 0.01% new 13F-HR/A Timeline