Asset Dedication, LLC More: the full row for Asset Dedication, LLC 35,925 $2.73M 0.2% +1,200 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 35,711 $2.72M 2.06% -1,775 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 35,534 $2.7M 0.01% -2,024 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 35,533 $2.7M 0.08% +1,524 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 35,402 $2.69M 0.67% +603 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 33,725 $2.56M 1.44% +5,171 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 33,675 $2.56M 1.68% -9,720 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 32,991 $2.51M 0.18% new 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 32,958 $2.51M 0.01% +17,159 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 32,678 $2.47M 1.54% +2,465 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 32,524 $2.47M <0.01% +5,410 13F-HR/A Timeline Group Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 32,512 $2.47M 1.36% +498 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 32,363 $2.46M 0.06% new 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 32,205 $2.45M 0.13% -3,070 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 31,573 $2.4M 1.49% +316 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 31,557 $2.4M 0.36% +692 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 31,260 $2.38M 1.09% +759 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 31,160 $2.37M 0.07% -7 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 30,473 $2.32M 0.81% +919 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 29,732 $2.26M 0.7% -2,525 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 29,533 $2.25M 1.52% +5,322 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 29,381 $2.23M 0.08% +26,148 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 28,944 $2.2M 1.42% +1,165 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 28,330 $2.15M 0.11% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 28,606 $2.15M 0.11% -1,425 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 28,172 $2.14M 0.01% +13,714 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 28,006 $2.13M <0.01% -75 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 26,865 $2.04M 0.09% -918 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 26,204 $1.99M 0.01% +1,927 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 26,005 $1.98M 0.15% -4,083 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 25,678 $1.95M 1.12% 0 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 25,567 $1.94M 4.08% -2,350 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 25,436 $1.93M 0.6% -5,945 13F-HR/A Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 25,333 $1.93M 0.17% +22,356 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 25,233 $1.92M <0.01% new 13F-HR/A Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 24,441 $1.86M 0.16% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 24,287 $1.85M 0.02% +5,761 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 24,272 $1.85M 0.83% +11,725 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 24,622 $1.84M 0.03% -5,234 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 23,926 $1.82M 0.1% +2,075 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 23,850 $1.81M 0.05% +2,523 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 23,603 $1.79M 0.01% new 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 23,585 $1.79M 0.92% +4,580 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 23,560 $1.79M 0.02% +149 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 25,204 $1.79M 0.84% -150 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 23,413 $1.78M 0.31% +359 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 23,044 $1.75M 0.46% -2,254 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 22,928 $1.74M 0.04% +11,610 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 22,648 $1.72M 0.11% -23,725 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 22,540 $1.71M 0.01% +927 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 22,112 $1.68M 0.29% +14,020 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 $1.65M <0.01% 0 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 21,366 $1.62M 0.32% +13,833 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 20,574 $1.56M 0.22% +4,042 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 20,357 $1.55M 0.01% -1,819 13F-HR Timeline Group Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 20,286 $1.54M 0.17% -155 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 20,272 $1.54M 0.16% +10,620 13F-HR Timeline KRAFT ASSET MANAGEMENT, LLC More: the full row for KRAFT ASSET MANAGEMENT, LLC 20,255 $1.54M 1.43% -12,180 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 20,163 $1.53M 0.1% +11,471 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 20,046 $1.52M 0.01% +6,663 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 20,000 $1.52M 0.32% 0 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 19,622 $1.49M 0.93% -849 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 18,766 $1.43M <0.01% -3,848 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 18,138 $1.38M 0.68% -1,716 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 17,238 $1.31M 0.33% -1,743 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 17,110 $1.3M 0.33% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 17,012 $1.29M 0.15% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 16,856 $1.28M 0.03% 0 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 16,796 $1.28M 0.88% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 16,787 $1.28M 0.08% new 13F-HR/A Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 16,543 $1.26M 0.11% -190 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 16,490 $1.25M 0.29% -215 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 16,487 $1.25M 0.71% -4,763 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 16,291 $1.22M 1.08% +1,718 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 15,700 $1.19M <0.01% +1,899 13F-HR Timeline Group Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 15,458 $1.18M 0.13% -3,716 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 15,294 $1.16M 0.22% +2,482 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 15,269 $1.16M 1.17% +2,851 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 15,264 $1.16M 0.56% -372 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 14,933 $1.14M 0.03% +3,455 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 14,487 $1.13M 0.03% +105 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 14,737 $1.12M 0.28% +798 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 14,540 $1.11M 0.57% 0 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 14,362 $1.09M 0.31% +5,370 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 14,299 $1.09M 0.01% +5,503 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 14,249 $1.08M 0.02% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 13,983 $1.06M 0.07% 0 13F-HR Timeline Group Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 13,882 $1.06M 0.62% 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 13,884 $1.06M 0.69% -300 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 13,879 $1.06M 0.01% +3,439 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 13,768 $1.05M 0.35% +2,383 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 13,630 $1.04M 0.26% +540 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 13,433 $1.02M 0.19% new 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 13,413 $1.01M 0.15% +196 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 12,518 $952K 0.34% +553 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 12,424 $945K 0.07% +4,581 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 12,412 $944K 0.5% -31 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 12,399 $943K 0.27% -142 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 12,346 $938K 0.15% +3,684 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 12,297 $935K 0.16% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 12,248 $931K <0.01% +43 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 12,207 $930K 0.04% -1,050 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 12,230 $930K 0.42% -14,047 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 11,888 $904K 0.23% +1,440 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 11,836 $900K 0.51% -185 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,805 $898K <0.01% +1,682 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 11,702 $890K 0.03% -785 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 11,615 $883K 0.41% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 11,551 $878K <0.01% +7,558 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 11,528 $877K 0.02% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 11,231 $852K 0.1% -1,909 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 11,170 $849K 0.03% -284 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 11,164 $849K 0.11% +13 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 11,149 $848K 0.57% +154 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 11,013 $837K 0.02% +1,439 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 11,001 $836K 0.04% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 10,845 $825K 0.4% 0 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 10,761 $818K 0.57% 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,707 $814K 0.03% -8,711 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 10,704 $814K 0.05% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 10,634 $809K 0.03% +6,803 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 10,546 $802K 0.02% +59 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,429 $793K 0.02% +342 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 10,325 $785K 0.64% +16 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 10,251 $779K 0.2% 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,131 $770K <0.01% +3,752 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 10,078 $766K <0.01% new 13F-HR/A Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 10,060 $765K 0.02% +77 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 9,996 $760K 0.25% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9,893 $752K 0.01% +493 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 9,709 $738K <0.01% new 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 9,632 $732K 0.35% -82 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 9,460 $719K 0.01% new 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 9,447 $718K 0.39% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 9,390 $714K 0.25% +3,665 13F-HR/A Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 9,350 $711K 0.05% -113 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 9,340 $710K 0.26% +3,245 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 9,083 $691K 0.67% -181 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 9,074 $690K 0.02% +599 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,911 $677K 0.01% +1,191 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 8,809 $670K <0.01% +2,482 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 8,546 $650K 0.02% -377 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 8,516 $648K 0.02% +364 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 8,111 $617K 0.06% 0 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 7,945 $604K 0.35% +109 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 7,866 $598K 0.19% -42 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 7,800 $593K <0.01% new 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 7,689 $585K 0.05% new 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 7,560 $575K 0.09% +800 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 7,485 $569K +5,832 Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,350 $562K 0.09% +58 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 7,371 $560K 0.01% -965 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 7,329 $557K <0.01% -2,335 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 7,265 $552K 0.2% +31 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,136 $552K 0.01% +960 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 7,229 $550K 0.43% -145 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 7,219 $549K <0.01% new 13F-HR/A Timeline Group CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 7,120 $541K 0.47% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,975 $530K 0.08% +562 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 6,944 $528K 0.43% -365 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 6,927 $527K 0.2% -159 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 6,844 $520K 0.01% +1,500 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 6,784 $516K 0.07% +1,053 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 6,763 $514K 0.37% +948 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 6,749 $513K 0.03% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,591 $501K 0.03% +700 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 6,543 $498K 0.62% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 6,450 $490K 0.42% -1,600 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,439 $490K 0.01% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 6,407 $487K 0.06% +817 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 6,359 $484K 0.3% +139 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,296 $479K 0.02% -4 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,142 $467K <0.01% -232 13F-HR/A Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 6,085 $463K 0.17% -2,690 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,038 $459K 0.02% +942 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 6,002 $456K 0.08% -835 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,876 $447K 0.03% +2,790 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 5,700 $433K 0.52% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 5,660 $430K 0.17% -888 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,494 $418K 0.01% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,442 $414K 0.01% +21 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 5,427 $413K 0.18% -268 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 5,423 $412K 0.36% +187 13F-HR Timeline City State Bank More: the full row for City State Bank 5,377 $409K 0.13% +500 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. 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