Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 9,470 $2.29M 0.18% -131 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 9,428 $2.28M 0.71% +2,618 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 9,427 $2.28M 0.44% +6,962 13F-HR/A Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 9,384 $2.27M 1.65% +60 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 9,325 $2.26M 0.8% -814 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 9,288 $2.25M 0.23% +35 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 9,282 $2.25M 0.16% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 9,247 $2.24M 0.01% new 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 9,239 $2.24M 0.35% +45 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 9,208 $2.23M 0.71% +428 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,195 $2.23M 0.23% -963 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 9,186 $2.22M 0.58% +1,808 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 9,145 $2.21M 0.08% -1 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 9,137 $2.21M 0.11% +297 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 9,121 $2.21M 0.13% +266 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 9,115 $2.21M 0.56% 0 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 9,068 $2.2M 0.01% +263 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 9,050 $2.19M 0.13% -4,050 13F-HR Timeline Group Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 9,039 $2.19M 1.05% +660 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 9,016 $2.18M 0.11% -1,809 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,016 $2.18M 0.06% +2,061 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 8,400 $2.17M 0.97% -97 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 8,959 $2.17M 0.54% -159 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 8,940 $2.16M 0.42% 0 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 8,899 $2.15M 1.09% -25,668 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 8,823 $2.14M 0.15% -22 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 8,813 $2.13M 1.36% -724 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,810 $2.13M 0.08% +2,197 13F-HR/A Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 8,734 $2.11M 0.56% -16 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 8,951 $2.1M 0.7% +197 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 8,660 $2.1M 0.52% -521 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 8,655 $2.1M 1.85% 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 7,827 $2.09M 0.4% -55 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 8,622 $2.09M 0.46% -190 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 8,618 $2.09M 0.27% +585 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 8,612 $2.08M 1.26% -614 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 8,579 $2.08M 0.1% +517 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 7,753 $2.06M 0.49% +338 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 8,521 $2.06M 0.24% -117 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 8,508 $2.06M 1.4% -1,405 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 8,500 $2.06M 0.1% -4,000 13F-HR Timeline Group McHugh Group, LLC More: the full row for McHugh Group, LLC 8,495 $2.06M 1.54% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 8,490 $2.06M 0.67% -672 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 8,478 $2.05M 0.03% +1,784 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 8,464 $2.05M 0.8% +69 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 8,462 $2.05M 1.72% -1,275 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 8,422 $2.04M 1.12% 0 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 8,413 $2.04M 0.83% -16 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 8,410 $2.04M 0.4% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 8,360 $2.02M 0.32% -42 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 8,356 $2.02M 0.66% -457 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 8,298 $2.01M 0.21% 0 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 8,243 $2M 0.22% 0 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 8,221 $1.99M 1.04% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 8,195 $1.98M 1.84% 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 8,191 $1.98M 1.03% -100 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 8,180 $1.98M 0.83% -110 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 8,155 $1.97M 0.08% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. West Coast Financial LLC More: the full row for West Coast Financial LLC 8,119 $1.97M 0.22% +109 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 8,114 $1.96M 0.65% +148 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 8,040 $1.95M 1.54% -172 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 8,029 $1.94M 2.13% -22 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 8,029 $1.94M 0.08% -1 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 8,020 $1.94M 0.12% -235 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 8,019 $1.94M 0.5% +2 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 7,590 $1.93M 0.5% 0 13F-HR/A Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 7,612 $1.93M 0.02% -1,215 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 7,906 $1.91M <0.01% -133,357 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 7,899 $1.91M 0.28% -217 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 7,900 $1.91M 0.99% new 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 7,764 $1.91M 0.95% +132 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,875 $1.91M 0.12% -104 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 7,799 $1.89M 0.25% +95 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 7,798 $1.89M 0.78% new 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 7,790 $1.89M 0.44% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 7,672 $1.89M 1.82% 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 7,777 $1.88M 0.84% -100 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,776 $1.88M 0.02% +2,848 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 7,553 $1.88M 0.39% -28 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 7,775 $1.88M 1.15% 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 7,359 $1.88M 0.5% 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 7,738 $1.87M 1.29% 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 7,764 $1.87M 0.08% +105 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 7,671 $1.86M 0.31% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 7,664 $1.86M 0.08% -700 13F-HR Timeline Heritage Wealth Partners, LLC More: the full row for Heritage Wealth Partners, LLC 7,658 $1.85M 2.33% -8,970 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 7,604 $1.84M 1.36% -893 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 7,599 $1.84M 0.33% +5,708 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 7,578 $1.83M 0.19% +2,451 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 7,524 $1.82M 0.15% +822 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 7,479 $1.81M 0.66% -7 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 7,107 $1.81M 0.1% +815 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 7,444 $1.8M 1.64% +3,556 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 7,416 $1.8M 0.56% -87 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 7,367 $1.78M 0.4% -25 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 7,352 $1.78M 0.17% +41 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 7,305 $1.77M <0.01% +2,143 13F-HR Timeline Group ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 7,300 $1.77M 0.71% 0 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 7,298 $1.77M 0.23% -35 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 7,287 $1.76M 0.7% -155 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 7,257 $1.76M 1.14% +414 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 7,248 $1.75M 0.33% 0 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 7,232 $1.75M 0.67% -868 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 7,140 $1.73M 0.26% -51 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 7,135 $1.73M 0.78% 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 7,127 $1.73M 0.61% +5,859 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 7,117 $1.72M 1.18% -133 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 7,079 $1.71M 0.3% -50 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 7,066 $1.71M 0.93% -303 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 7,065 $1.71M 0.21% +5,024 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 7,063 $1.71M 1.34% 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 7,049 $1.71M 0.05% -550 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 7,046 $1.71M 1.1% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 7,022 $1.7M 0.3% -325 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,958 $1.68M 0.06% +277 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 6,951 $1.68M 1.81% 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 6,857 $1.68M 0.23% +677 13F-HR Timeline Ion Asset Management Ltd. More: the full row for Ion Asset Management Ltd. 6,895 $1.67M 0.1% +613 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 6,827 $1.66M 0.35% +250 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 6,854 $1.66M 1.4% 13F-HR/A Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 6,320 $1.66M 1.01% 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 6,822 $1.65M 0.35% +8 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 6,815 $1.65M 1.15% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,803 $1.65M 0.08% +646 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 6,779 $1.64M 0.24% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,740 $1.63M 0.19% +318 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 6,709 $1.62M 0.86% -330 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 6,697 $1.62M 0.58% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,691 $1.62M 0.02% +621 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 6,681 $1.62M 0.12% 0 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 6,670 $1.62M 0.23% +732 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 6,664 $1.61M 0.35% -321 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 6,646 $1.61M 0.64% +171 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 6,643 $1.61M 0.12% +5,648 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 6,594 $1.6M 0.44% -16,705 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 6,586 $1.59M 0.2% +1,235 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 6,545 $1.58M 0.55% new 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 6,541 $1.58M 0.38% +2,547 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 6,536 $1.58M 0.05% -66 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,513 $1.58M 0.56% +1,976 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 6,503 $1.57M 0.83% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 6,493 $1.57M 0.23% -1,622 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 6,480 $1.57M 0.36% -380 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 6,479 $1.57M 0.61% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,450 $1.56M 0.05% +56 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 6,431 $1.56M 0.01% -62 13F-HR Timeline Group Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,379 $1.55M 0.35% -150 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 6,397 $1.55M 1.03% +946 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 6,385 $1.55M 0.29% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,383 $1.55M 0.03% +1,386 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 6,325 $1.53M 0.16% +200 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 6,283 $1.52M 0.05% +412 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 6,279 $1.52M 0.07% +170 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 6,245 $1.51M 0.53% +321 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 6,229 $1.51M 0.28% +225 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,210 $1.5M 0.22% +206 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,206 $1.5M 0.32% +740 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,189 $1.5M 0.03% +396 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,184 $1.5M 0.15% +218 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 6,170 $1.49M 0.42% -50 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 6,162 $1.49M 1.42% 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 6,126 $1.48M 0.09% -123 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,106 $1.48M 0.02% -693 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 6,095 $1.48M 0.37% 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 6,089 $1.47M 0.04% +44 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 6,076 $1.47M 0.65% +1,148 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 6,074 $1.47M 0.21% +470 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 6,056 $1.47M 0.12% 0 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 6,011 $1.46M 0.27% +363 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 6,000 $1.45M 0.18% 0 13F-HR Timeline Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 6,000 $1.45M 1.34% 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 5,972 $1.45M 0.05% +393 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 5,961 $1.44M 0.23% +3,028 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 5,944 $1.44M 0.55% +1,965 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,941 $1.44M 0.32% +2,600 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 5,912 $1.43M 0.34% +987 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 5,910 $1.43M 0.66% +3,218 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 5,885 $1.43M 1.3% 0 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 5,918 $1.43M 0.02% -9,471 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 5,781 $1.42M 0.23% -880 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,848 $1.42M 0.55% +644 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 5,844 $1.41M 1.09% -24 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 5,839 $1.41M 1.21% -132 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 5,838 $1.41M 0.58% +327 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 5,837 $1.41M 0.66% -5,320 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 5,832 $1.41M 0.51% -50 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 5,826 $1.41M 0.21% +28 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 5,825 $1.41M 0.35% new 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 5,819 $1.41M 0.27% +2,141 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 5,818 $1.41M 0.01% -1,241 13F-HR Timeline Group J2 Capital Management Inc More: the full row for J2 Capital Management Inc 5,808 $1.41M 1.32% 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 5,795 $1.4M 0.74% +616 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 5,793 $1.4M 0.39% -122 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 5,780 $1.4M 0.24% +558 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 5,778 $1.4M 0.53% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,762 $1.4M 0.11% +9 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 5,743 $1.39M 0.45% +42 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,735 $1.39M 0.03% +538 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,733 $1.39M 0.05% -11,204 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 5,706 $1.38M <0.01% -400 13F-HR Timeline Group