RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 25,712 $1.66M 1.17% +1,810 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 25,678 $1.66M 1.03% 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 25,589 $1.65M <0.01% +12,736 13F-HR Timeline Group VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 25,283 $1.63M 3.56% +11,065 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 25,253 $1.63M 0.02% +13,429 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 25,056 $1.61M <0.01% -2,276 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 24,984 $1.61M 0.03% +1,537 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 24,807 $1.6M 0.01% -6,044 13F-HR/A Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 24,413 $1.57M 0.02% new 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 24,400 $1.57M 0.01% 0 13F-HR Timeline Group SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 24,358 $1.57M 0.09% -433 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 24,340 $1.57M 0.14% -212 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 24,294 $1.57M 0.45% +1,841 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 23,866 $1.54M 0.43% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 23,416 $1.51M 0.01% +1,131 13F-HR Timeline Group Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 21,809 $1.49M 0.19% -901 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 22,895 $1.48M 0.91% +170 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 22,027 $1.42M 0.17% 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 21,951 $1.42M 0.68% 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 21,723 $1.4M 0.81% new 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 21,634 $1.39M <0.01% 0 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 21,420 $1.38M 0.08% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 21,407 $1.38M 0.01% +17,782 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 21,050 $1.36M 0.06% -126 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 20,960 $1.35M 0.04% +961 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 20,580 $1.33M 0.16% +170 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 20,536 $1.32M 0.9% -3,821 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 20,000 $1.29M 0.29% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 19,650 $1.27M 0.06% +3,736 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 19,128 $1.23M <0.01% +4,686 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 19,109 $1.23M 0.02% -1,597 13F-HR Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 18,722 $1.21M 0.26% -5,959 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 17,891 $1.15M 0.23% +104 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 17,431 $1.12M 0.01% new 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 17,213 $1.11M 0.86% 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 17,314 $1.11M 0.06% -681 13F-HR Timeline Group F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 17,110 $1.1M 0.29% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 16,856 $1.09M 0.03% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 16,776 $1.08M 0.31% -71 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 16,621 $1.07M 0.1% +508 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 16,532 $1.07M 0.26% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 16,417 $1.06M 0.01% +2,220 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 16,361 $1.05M <0.01% -17,576 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 16,166 $1.04M 0.49% -391 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 15,809 $1.02M 0.7% -252 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 15,705 $1.01M 0.68% +2,969 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 15,701 $1.01M 0.23% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 15,273 $985K 0.01% +872 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 14,441 $938K 0.03% +8 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 14,540 $937K 0.57% +1,375 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 14,276 $920K 0.04% -64 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 13,983 $901K 0.07% 0 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 13,866 $894K 0.57% +743 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 13,431 $866K 0.51% +781 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 13,217 $852K 0.13% +173 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 13,090 $844K 0.24% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 13,016 $839K 0.46% -19,135 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 12,939 $834K <0.01% -3,077 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 12,925 $833K 0.01% -4,323 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 12,792 $816K 0.81% 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 12,651 $816K 0.74% 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 12,435 $802K 0.22% +4,180 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 12,358 $797K 0.25% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 12,021 $775K 0.45% -298 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 11,687 $753K 0.01% -237 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 11,678 $753K 0.02% -4,214 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11,672 $752K 0.02% +1,569 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 11,630 $750K 0.38% new 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 11,615 $749K 0.48% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 11,528 $743K 0.01% +5,209 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 11,519 $743K 0.01% -860 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 11,454 $738K 0.03% +284 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 11,425 $737K 0.74% 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 11,040 $725K 0.27% -407 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 11,100 $716K 0.1% -47 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 10,995 $709K 0.54% 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 10,990 $709K 0.08% +20 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 10,951 $706K 0.06% +5,550 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 10,845 $699K 0.39% 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,842 $699K 0.01% +46 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 10,801 $696K 0.36% new 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 10,760 $694K 0.02% +1,375 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 10,432 $673K 0.03% +1,067 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 10,102 $651K 0.08% +1,113 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,087 $650K 0.02% +562 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10,044 $648K <0.01% -49 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 9,868 $636K 0.07% +19 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 9,766 $630K 0.02% +3 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 9,745 $628K <0.01% +6,601 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 9,570 $617K 0.31% +82 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 9,447 $609K 0.41% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9,386 $605K <0.01% +320 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 9,350 $603K 0.04% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 9,263 $597K 0.59% 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 9,122 $588K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,052 $584K <0.01% +462 13F-HR Timeline Group IFG Advisors, LLC More: the full row for IFG Advisors, LLC 9,030 $582K 0.12% +2,572 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 8,992 $580K 0.17% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,976 $579K 0.07% +2,749 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 8,818 $569K 0.1% -479 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 8,617 $555K 0.01% new 13F-HR Timeline Group Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 8,541 $551K 0.01% -2,633 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 8,475 $546K 0.02% -4,425 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 8,285 $534K 0.52% -100 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 8,158 $526K 0.59% 13F-HR/A Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,053 $519K 0.01% -1,030 13F-HR Timeline Group TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 8,051 $519K 0.17% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 7,954 $513K 0.02% +303 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 7,778 $501K <0.01% +2,032 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 7,694 $496K 0.01% -94 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 7,565 $488K 0.19% -2,716 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 7,485 $483K 0.02% -228 13F-HR Timeline Group REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 7,477 $482K 0.16% +2,221 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 7,427 $479K 0.05% +2,852 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 7,374 $475K 0.38% -24 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 7,369 $475K 0.14% 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,417 $474K 0.09% +165 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 7,312 $471K 0.4% -1,652 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 7,234 $466K 0.09% -2,954 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 7,120 $459K 0.42% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 7,086 $457K 0.15% -156 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 6,991 $451K 0.01% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,915 $446K 0.12% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,859 $442K <0.01% +76 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 6,858 $442K 0.3% +81 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,841 $441K <0.01% +6,581 13F-HR Timeline Group James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 6,760 $436K 0.08% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 6,749 $435K 0.03% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 6,723 $433K 0.12% 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 6,660 $429K 0.04% -566 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 6,587 $425K 0.04% +1,405 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 6,543 $422K 0.38% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,520 $420K 0.01% -298 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,439 $415K 0.01% -1 13F-HR/A Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,324 $408K <0.01% +215 13F-HR Timeline Group CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 6,295 $406K 0.26% -262 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,189 $399K 0.02% +1,063 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,024 $388K 0.01% +2,584 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 6,003 $387K 0.04% -641 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 5,964 $384K <0.01% +167 13F-HR Timeline Group Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 5,942 $383K 0.19% +43 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 5,929 $382K 0.03% +12 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,897 $380K 0.02% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,861 $378K 0.03% +301 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,832 $376K <0.01% -10,280 13F-HR/A Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 5,731 $369K 0.06% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,662 $365K 0.01% 0 13F-HR Timeline Peninsula Wealth, LLC More: the full row for Peninsula Wealth, LLC 5,630 $363K 0.06% new 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 5,532 $357K 0.14% -10 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 5,517 $356K 0.3% -4,713 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,494 $354K 0.01% 0 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 5,416 $349K 0.15% +331 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 5,337 $344K <0.01% +241 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,334 $344K 0.02% +36 13F-HR/A Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 5,304 $342K 0.07% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,282 $341K 0.01% -1,839 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 5,275 $340K 0.03% new 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 5,260 $339K 0.09% +244 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 5,199 $335K 0.33% 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,176 $334K 0.07% -615 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,096 $329K 0.02% +2,127 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 5,028 $324K 0.29% 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 5,000 $322K <0.01% 0 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,880 $317K 0.01% +1,115 13F-HR Timeline City State Bank More: the full row for City State Bank 4,877 $314K 0.11% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 4,872 $314K 0.08% -2,606 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,840 $312K 0.01% +41 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 4,778 $308K 0.14% -110 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 4,748 $306K 0.09% +188 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,745 $306K <0.01% new 13F-HR/A Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 4,690 $302K 0.06% -2,538 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 4,525 $292K 0.1% +69 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 4,468 $288K 0.11% -469 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 4,422 $285K 0.08% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,411 $284K 0.05% -288 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,312 $278K <0.01% -141 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4,239 $273K 0.05% +32 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,212 $272K 0.02% 0 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 4,200 $271K 0.17% -1,000 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 4,151 $268K 0.11% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,134 $267K 0.02% +1 13F-HR Timeline Group Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 4,109 $265K 0.07% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,109 $265K 0.07% new 13F-HR/A Timeline Bensler, LLC More: the full row for Bensler, LLC 4,104 $265K 0.03% +6 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,103 $265K <0.01% -8 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 4,071 $262K 0.26% 0 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 4,056 $261K 0.12% new 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 4,038 $260K 0.1% +522 13F-HR/A Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 4,019 $259K 0.05% new 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 3,989 $257K 0.07% +61 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,920 $253K 0.16% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,913 $252K 0.01% +63 13F-HR Timeline FSA Advisors, Inc. 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