Csenge Advisory Group More: the full row for Csenge Advisory Group 30,031 $2.06M 0.12% +983 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 29,856 $2.06M 0.04% +4,872 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 29,554 $2.04M 0.76% +584 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 28,972 $2M 0.13% +13 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 28,554 $1.97M 1.11% -2,218 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 28,330 $1.95M 0.11% +6,910 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 28,081 $1.93M <0.01% -7,540 13F-HR Timeline Group VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 27,917 $1.92M 4.06% +2,634 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 27,783 $1.91M 0.09% -656 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 27,779 $1.91M 1.37% +2,067 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 27,547 $1.9M 1.05% +5,824 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 27,114 $1.87M <0.01% +357 13F-HR Timeline Group Cordant, Inc. More: the full row for Cordant, Inc. 27,081 $1.87M 0.97% -580 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 26,277 $1.81M 1.18% -2,427 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 25,678 $1.77M 1.17% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 25,298 $1.74M 0.5% +1,004 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 25,354 $1.73M 0.91% -24 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 24,977 $1.72M 0.02% +1,561 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 24,441 $1.68M 0.16% +101 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 24,277 $1.67M 0.01% -530 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 24,211 $1.67M 1.25% +6,998 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 23,411 $1.61M 0.02% -1,842 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 23,208 $1.6M 0.01% +17,871 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 23,054 $1.59M 0.32% +5,163 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 22,614 $1.56M <0.01% -2,442 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 22,176 $1.53M 0.01% +5,759 13F-HR Timeline Group SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 21,851 $1.51M 0.09% -2,507 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 $1.49M <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 21,613 $1.49M 0.01% +206 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 21,327 $1.47M 0.05% +367 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 21,250 $1.46M 0.82% +10,449 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 20,894 $1.44M 0.06% -156 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 20,471 $1.41M 0.97% -65 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 20,441 $1.41M 0.17% -139 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 20,000 $1.38M 0.32% 0 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 19,854 $1.37M 0.79% -3,041 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 19,418 $1.34M 0.06% -232 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 19,174 $1.32M 0.16% -2,635 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 19,130 $1.32M 0.02% +21 13F-HR Timeline Group Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 19,005 $1.31M 0.84% +3,300 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 18,981 $1.31M 0.38% -4,885 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 18,722 $1.29M 0.31% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 18,526 $1.28M 0.02% +3,253 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 17,442 $1.25M 0.08% +128 13F-HR Timeline Group F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 17,110 $1.18M 0.31% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 17,012 $1.17M 0.14% -5,015 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 16,856 $1.16M 0.03% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 16,733 $1.15M 0.11% +112 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 16,705 $1.15M 0.31% -71 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 16,532 $1.14M 0.28% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 16,212 $1.12M 0.34% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 15,799 $1.09M <0.01% -562 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 15,636 $1.08M 0.54% -530 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 15,506 $1.07M 0.78% -303 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 14,382 $1.04M 0.03% -59 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 14,540 $1M 0.6% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 14,458 $996K <0.01% +1,519 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 14,573 $996K 0.98% +1,781 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 14,210 $979K 0.55% +779 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 14,184 $977K 0.71% 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 13,983 $963K 0.08% 0 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 13,939 $960K 0.26% +1,504 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 13,801 $951K <0.01% new 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 13,383 $922K 0.01% +458 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 13,257 $913K 0.04% -1,019 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 13,217 $911K 0.14% 0 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 13,090 $902K 0.26% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 13,140 $901K 0.12% +3,038 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 12,812 $883K 0.2% new 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 12,547 $864K 0.44% +917 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 12,541 $864K 0.27% +183 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 12,487 $860K 0.03% +809 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 12,443 $857K 0.48% -573 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 12,418 $855K 0.94% +4,260 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 12,205 $841K <0.01% -6,923 13F-HR Timeline Group Tudor Financial Inc. More: the full row for Tudor Financial Inc. 12,021 $828K 0.5% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 11,965 $824K 0.32% +925 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 11,385 $815K 0.32% +6,917 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 11,805 $813K 0.6% new 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 11,615 $797K 0.49% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 11,528 $794K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11,478 $791K 0.02% -194 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 11,454 $789K 0.03% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 11,318 $780K 0.02% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 11,151 $768K 0.1% +51 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 10,995 $757K 0.56% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 10,845 $747K 0.4% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,087 $725K 0.02% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 10,487 $722K 0.03% +55 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. E&G Advisors, LLC More: the full row for E&G Advisors, LLC 10,448 $720K 0.2% +3,533 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,440 $719K 0.01% -402 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 10,309 $710K 0.65% -2,342 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 10,123 $697K <0.01% +1,071 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 9,983 $688K 0.02% +217 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 9,714 $669K 0.35% +144 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 9,664 $666K <0.01% -81 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,652 $665K 0.07% +2,225 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,574 $660K 0.01% +3,912 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 9,463 $652K 0.05% +113 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 9,447 $651K 0.42% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9,400 $648K <0.01% +14 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 9,264 $638K 0.68% +1 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 8,992 $619K 0.19% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 8,923 $615K 0.02% +2,734 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,796 $606K 0.01% +743 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 8,775 $605K 0.27% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,692 $599K 0.06% -284 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 8,662 $597K 0.11% -156 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 8,475 $584K 0.02% 0 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 8,336 $574K 0.01% -205 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 8,152 $562K 0.02% +667 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 8,111 $559K 0.06% +1,524 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 8,092 $557K 0.11% +858 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 8,050 $556K 0.54% -235 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 8,051 $555K 0.2% 0 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 7,908 $547K 0.18% +431 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 7,843 $540K 0.04% new 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 7,836 $540K 0.35% +978 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 8,003 $534K 0.02% +49 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 7,720 $532K 0.01% +26 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 7,533 $519K 0.15% +164 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 7,374 $508K 0.4% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 7,309 $504K 0.42% -3 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,269 $501K <0.01% +410 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 7,234 $498K 0.18% -331 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,179 $495K 0.01% -4,508 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 7,120 $490K 0.45% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,292 $487K 0.09% -125 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 6,976 $481K 0.15% +2,228 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 6,837 $471K 0.09% -2,193 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 6,760 $466K 0.08% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 6,749 $465K 0.03% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 7,086 $457K 0.15% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 6,548 $451K 0.2% -175 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 6,543 $451K 0.44% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,439 $444K 0.01% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,413 $442K 0.08% +1,109 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,379 $439K <0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,374 $439K <0.01% +50 13F-HR/A Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,176 $438K 0.01% +1,296 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 6,327 $436K <0.01% -1,451 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,300 $434K 0.02% +966 13F-HR/A Timeline Group CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 6,220 $428K 0.29% -75 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 6,115 $421K 0.03% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 6,095 $420K 0.17% +1,944 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,891 $406K 0.03% +30 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 5,815 $401K 0.32% +3,118 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 5,731 $395K 0.07% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 5,725 $394K 0.14% +2,945 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 5,700 $393K 0.47% new 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 5,695 $392K 0.19% -247 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,678 $391K 0.01% -842 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,590 $385K 0.05% +414 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,494 $378K 0.01% 0 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 5,481 $378K 0.15% -51 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,421 $373K 0.01% -603 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,378 $371K <0.01% +1,275 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,344 $368K 0.01% -1,647 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 5,306 $366K 0.16% -110 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 5,236 $361K 0.36% +37 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 5,228 $360K <0.01% +228 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,096 $351K 0.02% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 5,044 $347K 0.09% +172 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 5,028 $346K 0.31% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,956 $341K <0.01% -1,885 13F-HR Timeline Group City State Bank More: the full row for City State Bank 4,877 $336K 0.11% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,840 $333K 0.01% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,745 $327K <0.01% 0 13F-HR/A Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,685 $323K 0.05% new 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 4,676 $322K 0.28% -841 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,670 $322K 0.01% new 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 4,599 $317K 0.04% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 4,504 $310K <0.01% -1,460 13F-HR/A Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,467 $308K 0.05% +56 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,311 $306K 0.13% +391 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 4,412 $304K 0.03% -1,591 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 4,385 $302K 0.05% -305 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,372 $301K 0.08% +263 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 4,344 $299K 0.11% -181 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 4,319 $298K 0.2% +973 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 4,299 $296K 0.13% -479 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 4,242 $292K 0.08% -180 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4,239 $292K 0.05% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 4,232 $292K 0.06% +213 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,212 $290K 0.02% 0 13F-HR Timeline Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 4,109 $283K 0.08% 0 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 4,104 $283K 0.04% 0 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 4,071 $280K 0.28% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 4,043 $279K 0.22% +207 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,033 $278K <0.01% -1,799 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,993 $275K <0.01% new 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 3,989 $275K 0.07% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,913 $270K 0.01% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,831 $264K 0.01% -303 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,783 $261K 0.02% +75 13F-HR Timeline Valmark Advisers, Inc. 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