Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 16,382 $2.42M 0.69% -1,179 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 16,325 $2.41M 0.01% -899 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 16,306 $2.41M 0.06% -278 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 16,290 $2.41M 0.78% +90 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 16,288 $2.41M 0.29% -225 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 16,257 $2.4M 0.08% +987 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 18,082 $2.4M 0.07% 0 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 16,072 $2.37M 0.09% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 15,555 $2.3M 0.86% -83 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 15,374 $2.27M 0.45% -661 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 15,183 $2.24M 0.03% -447 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 14,691 $2.17M 0.01% -1,108 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 14,574 $2.15M 0.01% -3,404 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 16,121 $2.14M <0.01% +226 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 14,403 $2.13M 0.86% +2,394 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 14,347 $2.12M 0.03% -941 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 14,337 $2.12M +930 Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14,333 $2.12M 0.01% -1,753 13F-HR Timeline Wealth Care LLC More: the full row for Wealth Care LLC 14,271 $2.11M 1.71% +7 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 14,023 $2.07M 0.54% -101 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 13,889 $2.05M 0.17% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 13,783 $2.04M 0.23% +605 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 13,645 $2.02M 0.7% +4,250 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 13,622 $2.01M 0.18% -50 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 13,619 $2.01M 0.14% +961 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 13,500 $1.99M 0.17% -500 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 13,434 $1.98M 0.03% -390 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 13,248 $1.96M 0.02% -509 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 13,248 $1.96M 0.01% +1,288 13F-HR Timeline American Trust More: the full row for American Trust 13,215 $1.95M 0.15% -57 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 13,166 $1.95M 5.19% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 13,126 $1.94M 0.91% +245 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 13,108 $1.94M 1.52% -866 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 12,998 $1.92M 0.11% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 12,911 $1.91M 0.02% -212 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 12,874 $1.9M 0.02% +7,373 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 12,873 $1.9M 0.01% +7,534 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 12,771 $1.87M 0.18% +35 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 12,699 $1.86M 0.04% -67 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 12,576 $1.86M 0.42% -1,855 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 12,362 $1.83M <0.01% +123 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 12,303 $1.82M <0.01% -721 13F-HR Timeline Group RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 12,186 $1.8M 1.19% -378 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 12,144 $1.79M 0.27% -56 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 12,083 $1.79M 0.13% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 12,040 $1.78M 0.02% +1,292 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,036 $1.78M 0.04% -588 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 12,012 $1.77M 0.07% 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 11,906 $1.76M 1.36% -192 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 11,806 $1.74M 0.15% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 11,738 $1.73M <0.01% 0 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 11,692 $1.73M 0.02% -73 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 11,637 $1.72M 0.04% -1 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 11,586 $1.71M 0.29% -279 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 11,569 $1.71M 0.2% -200 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 11,196 $1.65M 0.36% -49 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 11,149 $1.65M 0.28% -11,203 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 11,113 $1.63M 0.02% -1,163 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 10,909 $1.61M 0.26% -851 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 10,638 $1.57M 0.09% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,614 $1.57M 0.01% -1,711 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 10,394 $1.54M 0.24% -309 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 10,374 $1.53M 1.17% +2,729 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 10,283 $1.52M 0.1% -739 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 10,192 $1.51M 0.02% +2,235 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 10,082 $1.49M 0.11% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 10,032 $1.48M 0.1% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 9,998 $1.48M 0.49% +724 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,972 $1.47M 0.01% -72 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 9,449 $1.4M 0.08% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 9,431 $1.39M 0.04% -110 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 9,391 $1.39M 0.07% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 9,337 $1.38M 0.39% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,185 $1.36M <0.01% +794 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 9,054 $1.34M 0.64% -103 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,944 $1.33M <0.01% +2,202 13F-HR Timeline Group ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 8,966 $1.32M 0.1% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 8,925 $1.32M 0.05% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 8,845 $1.31M 0.1% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 8,844 $1.31M 0.13% -5 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 8,843 $1.31M 0.03% -482 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 8,548 $1.26M 0.07% +31 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 8,509 $1.26M 0.49% +778 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 8,471 $1.25M 0.03% +222 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 8,436 $1.25M 0.72% +342 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 8,413 $1.24M 0.4% +29 13F-HR Timeline Essex LLC More: the full row for Essex LLC 8,306 $1.23M 0.19% -37 13F-HR Timeline Compass Financial Group, Inc. (Ohio) More: the full row for Compass Financial Group, Inc. (Ohio) 8,306 $1.23M 0.82% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 8,173 $1.21M <0.01% -537 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 8,146 $1.2M 0.03% -90 13F-HR Timeline Group Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 8,058 $1.19M 0.11% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 8,000 $1.18M 0.11% +166 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 7,993 $1.18M <0.01% 0 13F-HR Timeline Group Keenan, LLC More: the full row for Keenan, LLC 7,976 $1.18M 0.83% -2,729 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 7,910 $1.17M 0.15% 0 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 7,795 $1.15M 0.08% +10 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 7,771 $1.15M 0.03% 0 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 7,760 $1.15M 0.46% 0 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 7,727 $1.14M 0.41% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 7,698 $1.14M 0.09% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,692 $1.14M 0.02% 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 7,613 $1.12M 0.07% +5,448 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,587 $1.12M 0.02% -46 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,300 $1.08M 0.03% -319 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 7,269 $1.07M 0.03% +22 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 7,155 $1.06M 0.22% 0 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 7,126 $1.05M -70 Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 7,099 $1.05M 0.1% +701 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 7,000 $1.03M 0.22% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,971 $1.03M 0.01% +22 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 6,931 $1.02M 0.02% +2,378 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 6,923 $1.02M 0.07% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,905 $1.02M 0.02% -38 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 6,870 $1.01M 0.59% -367 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 6,862 $1.01M 0.01% +842 13F-HR/A Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 6,828 $1.01M 0.03% +2,737 13F-HR/A Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 6,808 $1.01M 0.47% -192 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,763 $998K 0.01% +435 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 6,648 $982K 0.21% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,589 $973K 0.03% +5 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 6,573 $971K 0.13% +3 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,565 $970K 0.03% -5 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,523 $966K 0.01% -39,828 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 6,511 $962K -1,217 Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 6,500 $960K 0.46% -3,875 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 6,436 $951K 0.16% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 6,350 $938K 0.08% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,343 $937K 0.01% new 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 6,282 $928K 0.18% -104 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 6,221 $919K 0.1% +36 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 6,210 $917K <0.01% +88 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 6,205 $911K <0.01% +3,335 13F-HR Timeline Group StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 6,162 $910K 0.29% -82 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 6,152 $909K 0.44% -150 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,142 $907K 0.01% +190 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,080 $891K 0.16% 0 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 5,864 $866K 0.19% +21 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 5,830 $861K 0.13% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,828 $861K 0.1% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 5,797 $856K 0.46% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,747 $849K 0.03% +2 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 5,634 $832K 0.04% -2,175 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 5,607 $828K <0.01% new 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 5,572 $823K 0.03% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,557 $821K 0.02% -9 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 5,486 $810K 0.03% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,483 $810K 0.06% -25 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 5,414 $800K 0.04% 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 5,382 $795K 0.13% +654 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 5,378 $794K 0.25% -192 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,340 $789K 0.01% new 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 5,302 $783K 0.09% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,252 $776K 0.05% +37 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 5,251 $776K 0.09% -476 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 5,181 $765K 0.46% +204 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,174 $764K 0.21% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,144 $760K 0.01% +115 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 5,130 $758K 0.32% -17 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 5,127 $757K 0.13% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 5,114 $755K 0.36% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,040 $745K 0.01% +1,158 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,034 $744K 0.01% -394 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,009 $740K 0.01% -90 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,949 $731K <0.01% -6,097 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 4,923 $727K 0.05% -130 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 4,895 $723K 0.34% +574 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,885 $722K 0.05% +112 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 4,881 $721K 0.33% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,872 $720K 0.01% -17 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,848 $716K 0.05% +6 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 4,822 $712K 0.06% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,821 $712K 0.01% +672 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 4,805 $710K 0.12% +199 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 4,797 $709K 0.06% -336 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,796 $709K 0.04% -214 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 4,760 $703K 0.27% +849 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,757 $703K 0.01% -79,210 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 4,725 $698K 0.12% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,649 $687K 0.02% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 4,636 $685K 0.18% -81 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,630 $684K 0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,623 $683K 0.02% +25 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,618 $682K 0.02% -12 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 4,588 $678K 0.03% -1,088 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 4,566 $675K 0.05% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,540 $671K 0.16% -43 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 4,553 $668K 0.96% -54,775 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 4,502 $665K 0.04% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,490 $663K 0.1% 0 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 4,428 $654K 0.61% -146 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,422 $653K 0.02% -24 13F-HR Timeline Yanni & Associates Investment Advisors,… More: the full row for Yanni & Associates Investment Advisors, LLC 4,400 $650K 0.6% 0 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 4,394 $649K 0.64% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 4,383 $648K 0.01% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,292 $634K 0.13% +2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 4,274 $631K 0.02% +108 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 4,250 $628K 0.2% -192 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,179 $617K 0.04% +1 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,175 $617K 0.01% 0 13F-HR Timeline Group First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 4,151 $613K 0.2% -1,192 13F-HR Timeline