Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 6,834 $1.29M 0.49% +43 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 6,830 $1.29M 0.35% -1,143 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 6,827 $1.29M 0.74% 0 13F-HR/A Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 6,826 $1.29M 0.5% 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 6,826 $1.29M 0.58% +113 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 6,821 $1.29M 0.85% 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 6,818 $1.29M 0.3% -48 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 6,816 $1.29M 0.4% +100 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 133,980 $1.29M 0.43% +86,527 13F-HR Timeline Kaye Capital Management More: the full row for Kaye Capital Management 6,805 $1.29M 0.58% -22 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 6,800 $1.29M 0.86% +189 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 6,795 $1.29M 0.32% +698 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 6,788 $1.28M 1.3% -2,567 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 6,787 $1.28M 0.74% -190 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 6,775 $1.28M 0.52% +345 13F-HR Timeline CLG LLC More: the full row for CLG LLC 6,766 $1.28M 0.46% 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 6,759 $1.28M 0.37% +243 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 6,735 $1.27M 0.43% +115 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 6,730 $1.27M 0.03% +115 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 6,491 $1.27M 0.26% +326 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 6,712 $1.27M 0.83% +210 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 6,711 $1.27M 0.12% -146 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 6,711 $1.27M 1.01% 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 6,706 $1.27M 0.27% +25 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 6,702 $1.27M 0.24% -700 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 6,701 $1.27M 1.2% 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 6,700 $1.27M 1.04% 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 6,697 $1.27M 1.24% 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 6,692 $1.27M 0.62% +686 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 6,665 $1.26M 0.1% -1,949 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 6,661 $1.26M 0.84% 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 6,656 $1.26M 0.67% +13 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 6,637 $1.26M 1.06% +177 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 6,636 $1.26M 0.12% -109 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 6,605 $1.25M 0.3% +307 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 6,602 $1.25M 0.4% +230 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 6,602 $1.25M 0.39% +156 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 6,600 $1.25M 0.76% -200 13F-HR Timeline Peninsula Wealth, LLC More: the full row for Peninsula Wealth, LLC 6,599 $1.25M 0.21% +295 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 6,597 $1.25M 0.5% -76 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 6,591 $1.25M 0.3% -170 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 6,569 $1.24M 0.27% -74 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 6,563 $1.24M 0.18% +1 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 6,560 $1.24M 0.94% +252 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 6,534 $1.24M 0.28% -4 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 6,528 $1.24M 0.85% 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 6,514 $1.23M 0.36% -26,855 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 6,513 $1.23M 1.86% 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 6,490 $1.23M 1.09% -335 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 6,480 $1.23M 0.3% -80 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 6,481 $1.23M 0.2% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 6,478 $1.23M 0.13% +19 13F-HR/A Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 6,473 $1.23M 1.2% 13F-HR/A Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 6,472 $1.23M 1.27% 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 6,470 $1.22M 0.17% +105 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 6,458 $1.22M 0.5% +210 13F-HR Timeline Gladstone Capital Management LLP More: the full row for Gladstone Capital Management LLP 6,438 $1.22M 0.1% -866,411 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 6,435 $1.22M 0.37% 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 6,421 $1.22M 0.52% -75 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 6,416 $1.21M 0.36% -51 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 6,387 $1.21M 0.12% +2 13F-HR Timeline Kazazian Asset Management, LLC More: the full row for Kazazian Asset Management, LLC 6,385 $1.21M 0.95% 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 6,377 $1.21M 0.04% -120,597 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 6,373 $1.21M 0.22% -149 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 6,172 $1.21M 0.75% +579 13F-HR Timeline Foundry Partners, LLC More: the full row for Foundry Partners, LLC 6,365 $1.2M 0.06% +440 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 6,365 $1.2M 0.32% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 6,351 $1.2M 0.32% -318 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 6,342 $1.2M 0.64% +583 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 6,336 $1.2M 1.26% 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 6,329 $1.2M 0.03% +2,849 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 6,314 $1.2M 0.29% +904 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 6,311 $1.2M 0.3% -870 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 6,307 $1.19M 0.26% +244 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 6,294 $1.19M 0.92% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 6,289 $1.19M 0.36% -261 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 6,279 $1.19M 0.07% +1,463 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 6,277 $1.19M new Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 6,276 $1.19M 0.19% +489 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 6,271 $1.19M 0.33% 0 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 6,250 $1.18M 0.14% -16,250 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 6,379 $1.18M 0.03% -532 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 6,237 $1.18M 0.07% -291 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 6,237 $1.18M 0.79% +360 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 6,236 $1.18M 0.68% +1,086 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 6,228 $1.18M 0.62% -4,835 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 6,226 $1.18M 0.26% -646 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 6,220 $1.18M 0.83% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 6,210 $1.18M 0.11% -1 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 6,209 $1.18M 0.66% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 6,194 $1.17M 0.14% 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 6,178 $1.17M 0.51% -190 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 6,174 $1.17M 0.58% -190 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 6,164 $1.17M 0.67% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 6,147 $1.16M 0.12% -182 13F-HR/A Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 5,946 $1.16M 0.45% -531 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 6,121 $1.16M 0.44% +199 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 6,446 $1.16M 0.7% -900 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 6,109 $1.16M 0.67% +540 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 6,105 $1.16M 0.36% -512 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 6,100 $1.15M 0.64% 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 6,100 $1.15M 0.92% 13F-HR Timeline Galaxy Digital Capital Management GP LLC in group Galaxy Group Investments LLC More: the full row for Galaxy Digital Capital Management GP LLC 6,097 $1.15M 0.84% 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 6,096 $1.15M 0.22% +172 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 6,093 $1.15M 0.74% +1,456 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 6,091 $1.15M 0.94% 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 6,090 $1.15M 0.39% 0 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 6,075 $1.15M 0.71% +135 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 6,070 $1.15M 0.75% -35 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 6,052 $1.15M 0.78% 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 6,042 $1.14M 0.23% 0 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 6,040 $1.14M 0.16% -228 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 6,023 $1.14M 0.14% +700 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 6,011 $1.14M 0.33% -399 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 6,000 $1.14M 0.09% +521 13F-HR Timeline Price Jennifer C. More: the full row for Price Jennifer C. 6,000 $1.14M 1.51% 0 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 5,997 $1.14M 2.05% +755 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 5,995 $1.13M 0.37% -202 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 5,990 $1.13M 0.32% +1,067 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 5,983 $1.13M 0.28% -19 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 5,927 $1.13M 1.09% 13F-HR Timeline Long Focus Capital Management, LLC More: the full row for Long Focus Capital Management, LLC 5,980 $1.13M 0.09% 0 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 5,979 $1.13M 1.2% -7,817 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 5,975 $1.13M 0.65% -2,080 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 5,917 $1.12M 0.61% +167 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 5,911 $1.12M 0.88% +136 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 5,901 $1.12M 0.95% +18 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 5,900 $1.12M 0.66% +228 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 5,863 $1.11M 0.83% -200 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 5,859 $1.11M 0.82% -232 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 5,847 $1.11M 0.41% -7,783 13F-HR/A Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 5,836 $1.1M 0.25% -236 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 5,835 $1.1M 0.17% +280 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 5,741 $1.1M 0.24% +202 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 5,824 $1.1M 0.27% +987 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 5,820 $1.1M 0.3% -54 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 7,292 $1.1M 0.35% +86 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 5,809 $1.1M 0.95% 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 5,803 $1.1M 0.4% -74 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 5,799 $1.1M 0.2% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 5,796 $1.1M 0.63% -250 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 5,785 $1.1M 0.3% -10,957 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 5,783 $1.09M 0.63% +2,027 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 5,782 $1.09M 0.51% +452 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 5,763 $1.09M 0.35% +813 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 5,762 $1.09M 0.29% +613 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 5,759 $1.09M 0.92% -782 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 5,755 $1.09M 0.47% +714 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 5,748 $1.09M 0.31% +1,948 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 5,741 $1.09M 0.3% +463 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 5,740 $1.09M 0.04% 0 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 5,740 $1.09M 0.56% 0 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 5,725 $1.08M 0.36% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 5,719 $1.08M 0.46% +332 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 5,716 $1.08M 0.9% +771 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 5,714 $1.08M 0.61% -808 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 5,714 $1.08M 0.09% +349 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 5,710 $1.08M 0.25% +50 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 5,708 $1.08M 0.69% +14 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 5,704 $1.08M 0.69% -113 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 5,702 $1.08M 0.18% 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 5,702 $1.08M 0.26% 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 5,693 $1.08M 0.37% +3 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 5,684 $1.08M 0.11% +1,507 13F-HR Timeline Carlson Capital Management More: the full row for Carlson Capital Management 5,683 $1.08M 0.05% -42 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 5,674 $1.07M 0.25% +2,693 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 5,665 $1.07M 0.74% 13F-HR Timeline Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 5,658 $1.07M 0.29% +160 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 5,658 $1.07M 0.4% +98 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 5,657 $1.07M 1.26% -632 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 5,651 $1.07M 0.77% +368 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 5,649 $1.07M 0.37% +229 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 5,640 $1.07M 0.53% +3 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 5,632 $1.07M 0.36% +161 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 5,627 $1.07M 0.71% +42 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 5,622 $1.06M 0.79% +552 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 5,616 $1.06M 0.22% -40 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 5,609 $1.06M 0.34% +349 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 5,605 $1.06M 0.18% +1,043 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 5,601 $1.06M 0.13% +916 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 5,592 $1.06M 0.62% 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 5,585 $1.06M 0.53% +43 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 5,564 $1.05M 0.4% -393 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 5,445 $1.05M 1.14% 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 5,548 $1.05M 0.89% +173 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 5,546 $1.05M 0.62% -3,077 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 5,529 $1.05M 0.92% 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 5,529 $1.05M 0.54% +42 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 5,508 $1.04M 0.34% +1 13F-HR Timeline VANTAGE WEALTH More: the full row for VANTAGE WEALTH 5,475 $1.04M 0.22% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 5,506 $1.04M 0.18% -159 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 5,501 $1.04M 0.8% 0 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 5,480 $1.04M 0.73% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 5,488 $1.04M 0.35% +533 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,087 $1.04M 0.51% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5,470 $1.04M 0.35% +88 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 5,464 $1.03M 0.56% +403 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 5,443 $1.03M 0.2% 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 5,423 $1.03M 0.35% +25 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 5,422 $1.03M 1.18% +5,267 13F-HR Timeline