JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 9,783 $871K 0.04% -300 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 9,660 $860K +6,962 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 9,657 $860K <0.01% +5,938 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 9,650 $859K 0.1% +6,032 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 9,632 $857K 0.34% 0 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 9,620 $856K 0.05% 0 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 9,497 $845K 0.13% +966 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 9,446 $845K 0.23% -2,713 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 9,460 $842K 0.04% -423 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 9,447 $841K 0.44% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 9,359 $833K 0.09% +13 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 9,350 $832K 0.04% 0 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 9,070 $807K 0.78% +1,077 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 9,049 $805K 0.58% -879 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 9,011 $802K +73 Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,846 $787K 0.01% +1,876 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 8,844 $787K 0.07% -123 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 8,789 $782K 0.01% +760 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 8,750 $778K 0.04% new 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 8,692 $774K 0.36% +3 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 8,579 $764K 0.01% +1 13F-HR/A Timeline Bonfire Financial More: the full row for Bonfire Financial 8,477 $754K 0.48% +557 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 8,414 $749K 0.02% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 8,364 $744K 0.03% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,239 $733K <0.01% -46,619 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 8,216 $731K 0.12% -33 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,133 $724K 0.01% +2,172 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 8,112 $722K 0.3% +97 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 8,091 $720K 0.32% -171 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 8,069 $718K 0.17% -1,019 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 7,960 $709K 0.58% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,857 $699K 0.02% -14 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,851 $699K 0.01% +122 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 7,835 $697K 0.34% +115 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 7,781 $693K 0.54% -578 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 7,766 $691K 0.03% +1,586 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 7,703 $686K 0.04% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 7,560 $673K 0.07% 0 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 7,276 $672K 0.4% 0 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 7,519 $669K 0.18% +150 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 7,506 $668K <0.01% -90 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 7,487 $666K 0.07% +15 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 7,417 $660K <0.01% -14 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,393 $658K 0.01% +14 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 7,289 $649K 0.06% +54 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 7,256 $646K 0.3% +23 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 7,125 $634K 0.26% 0 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 7,120 $634K 0.43% 0 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 7,118 $634K 0.03% -2,943 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 7,048 $627K 0.04% +79 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 6,940 $618K 0.05% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 6,924 $616K 0.36% -339 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 6,869 $611K 0.04% +33 13F-HR Timeline Group AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 6,865 $611K 0.04% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,841 $609K 0.01% 0 13F-HR/A Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 6,827 $608K 0.13% new 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 6,784 $604K 0.07% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 6,749 $601K 0.03% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 6,632 $590K 0.04% +757 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,524 $581K 0.01% +185 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 6,499 $579K 0.55% +106 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 6,488 $578K 0.05% -2,534 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 6,450 $574K 0.38% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 6,295 $560K 0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 6,288 $560K 0.4% -100 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 6,283 $559K 0.24% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,217 $553K 0.02% +2,430 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 6,173 $549K 0.09% -7 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 6,163 $548K 0.19% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 6,143 $547K 0.03% +1 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 6,112 $544K 0.07% +50 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 6,070 $540K 0.01% new 13F-HR Timeline Group Thayer Financial, L.L.C. More: the full row for Thayer Financial, L.L.C. 6,037 $537K 0.49% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 5,984 $533K 0.03% -1,925 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 5,965 $531K 0.03% new 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 5,923 $527K 0.17% -72 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 5,920 $527K <0.01% new 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,904 $526K 0.01% -1,388 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,872 $523K 0.02% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,844 $520K 0.01% +623 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 5,827 $519K 0.16% +1 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,787 $515K 0.04% -20 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 5,786 $515K 0.2% +31 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 5,761 $513K 0.07% -438 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 5,758 $513K 0.34% +1,759 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 5,718 $509K 0.18% -724 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 5,638 $502K 0.31% -944 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 5,624 $501K 0.35% -153 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,553 $494K 0.01% +3,889 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,512 $491K 0.03% +80 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,494 $489K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 5,362 $477K 0.11% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,344 $476K 0.01% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,335 $475K 0.01% -168 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 5,289 $471K 0.3% +79 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 5,284 $470K 0.22% -12 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 5,264 $469K 0.15% -101 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,236 $466K <0.01% -558 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 5,184 $461K 0.05% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,146 $458K 0.01% -68 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,121 $456K 0.07% -469 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 5,052 $450K <0.01% +416 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 5,028 $448K 0.03% -3 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 4,965 $442K 0.12% +194 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 4,941 $440K 0.02% +217 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 4,885 $435K 0.35% +220 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,808 $428K 0.12% -2 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 4,776 $425K 0.04% -30 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,700 $418K 0.03% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 4,688 $417K 0.03% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,645 $413K 0.01% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,620 $411K <0.01% +5 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,602 $410K 0.01% -5,084 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,539 $404K <0.01% +3,722 13F-HR Timeline Group MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 4,525 $403K 0.14% +638 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 4,464 $397K 0.07% -580 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 4,384 $390K 0.29% -1,683 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 5,653 $384K 0.39% -1,509 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,317 $384K 0.01% 0 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 4,300 $383K 0.11% 0 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 4,276 $381K 0.33% 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 4,256 $379K <0.01% 0 13F-HR Timeline Group WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 4,249 $378K 0.14% -85 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,245 $378K <0.01% +381 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,237 $377K 0.01% -53 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 4,195 $373K 0.07% +62 13F-HR/A Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,113 $366K 0.06% -87 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4,100 $365K 0.03% +1,100 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 4,091 $364K 0.25% +3 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,045 $360K 0.01% +976 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 4,000 $356K 0.19% +153 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,937 $350K 0.05% +36 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 3,936 $350K 0.07% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,902 $347K 0.01% -220 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,900 $347K <0.01% -60 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 3,887 $346K 0.07% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,867 $344K 0.07% -488 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,846 $342K 0.01% +56 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,767 $341K <0.01% +48 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 3,818 $340K 0.15% 0 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 3,815 $340K 0.08% new 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 3,764 $335K 0.18% -330 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 3,752 $334K 0.03% +9 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 3,710 $330K 0.41% 0 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 3,702 $330K 0.15% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 3,699 $329K 0.07% -448 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,685 $328K <0.01% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,660 $326K <0.01% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,657 $326K 0.05% +55 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,653 $325K 0.05% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,646 $325K 0.02% new 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 3,634 $323K 0.16% +40 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 3,607 $321K 0.2% -30 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 3,585 $319K 0.01% -57 13F-HR Timeline Group EJMK Ventures LLC More: the full row for EJMK Ventures LLC 3,562 $317K 0.14% -1,243 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 3,519 $313K 0.17% +982 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 3,493 $311K <0.01% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,491 $311K <0.01% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,475 $309K 0.01% new 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 3,442 $306K 0.11% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,360 $299K 0.18% +166 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,334 $297K 0.07% +148 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 3,222 $287K 0.08% 0 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 3,220 $287K 0.23% -114 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,208 $286K 0.05% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,184 $283K 0.01% +6 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 3,164 $282K 0.08% -548 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,154 $281K 0.06% +1 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,150 $280K 0.02% +254 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 3,139 $279K 0.06% -1,794 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,077 $274K <0.01% +352 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 3,065 $273K 0.12% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,006 $268K 0.02% -10 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,000 $267K 0.04% +34 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,992 $266K <0.01% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 2,975 $265K 0.07% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 2,950 $263K 0.21% +44 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 2,860 $255K 0.19% -42 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,835 $252K 0.1% +2,091 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,835 $252K 0.03% +18 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,828 $252K 0.02% +2 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 2,800 $249K 0.09% new 13F-HR/A Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,792 $249K 0.04% +37 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,757 $245K 0.01% +41 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 2,725 $243K 0.04% -250 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,722 $242K 0.02% new 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,714 $242K 0.03% -130 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,708 $241K 0.01% -209 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,700 $240K 0.04% -200 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,659 $237K 0.01% +107 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 2,646 $236K 0.13% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,610 $232K <0.01% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,603 $232K <0.01% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,562 $228K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,534 $226K 0.02% +1,594 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 2,527 $225K 0.08% -232 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 2,508 $223K 0.05% -492 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 2,495 $222K 0.05% -904 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,484 $221K 0.02% +36 13F-HR Timeline Kachkovsky & Fisher, Inc. More: the full row for Kachkovsky & Fisher, Inc. 2,476 $220K 0.21% 13F-HR Timeline