Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 5,588 $764K 0.05% -209 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 5,526 $755K 0.04% 0 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 5,521 $755K 0.18% -70 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 5,514 $754K 0.03% -30,751 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 5,496 $751K 0.2% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,486 $750K 0.02% +2 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 5,469 $747K -58 Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,361 $733K 0.03% -459 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 5,342 $730K 0.18% +1,884 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 5,340 $730K 0.29% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,339 $730K 0.01% -132 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 5,333 $729K 0.28% +8 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 5,317 $727K 0.1% +7 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,303 $725K <0.01% +1 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 5,255 $718K 0.04% new 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 5,202 $711K 0.26% +50 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 5,132 $701K 0.15% -23 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 5,110 $698K 0.14% -387 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,096 $697K 0.03% -9 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 5,073 $693K 0.06% -193 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,060 $692K 0.01% new 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 5,046 $690K 0.48% +1,084 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 5,034 $688K 0.06% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,987 $682K 0.03% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,979 $681K 0.02% -127,880 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 4,994 $678K 0.23% -93 13F-HR Timeline Group Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 4,905 $670K 0.47% -100 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,896 $669K 0.03% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 4,882 $667K 0.09% -288 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 4,849 $663K 0.12% -1,745 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 4,846 $662K 0.27% 0 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 4,813 $658K 0.11% +173 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,792 $655K 0.1% new 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 4,781 $654K 0.16% +9 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,748 $649K 0.04% +588 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,736 $647K 0.05% -325 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,716 $645K 0.08% -23 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,714 $644K 0.02% -125 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,682 $640K 0.01% -12,606 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 4,666 $638K 0.19% +143 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 4,659 $637K 0.06% 0 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 4,654 $636K 0.31% -2,670 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 4,568 $624K 0.3% 0 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 4,566 $624K <0.01% +266 13F-HR Timeline Group Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 4,556 $621K 0.67% -1,299 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 4,514 $617K 0.24% +1 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,510 $616K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,430 $605K 0.1% -54 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 4,409 $603K 0.23% -116 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,393 $600K 0.01% +76 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 4,371 $597K 0.44% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 4,336 $593K 0.04% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 4,327 $591K 0.17% -327 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,282 $585K 0.01% -813 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,243 $580K 0.03% 0 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 4,190 $573K 0.02% -12 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,139 $566K 0.01% +415 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 4,136 $565K 0.09% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 4,115 $562K 0.25% +10 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,092 $559K 0.03% -420 13F-HR Timeline Group JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 4,050 $554K 0.01% +283 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 4,046 $553K 0.18% 0 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 19,946 $552K 0.07% +4 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 4,021 $550K 0.15% -327 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,962 $542K 0.06% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 3,960 $541K <0.01% -340 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 3,944 $539K 0.23% -309 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,914 $535K 0.07% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,910 $534K 0.19% -148 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 3,872 $529K 0.8% +60 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 3,842 $525K 0.04% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,839 $525K 0.03% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,806 $520K 0.06% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 3,725 $509K 0.05% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 3,718 $508K 0.07% -16 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,701 $506K <0.01% new 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 3,695 $505K 0.03% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,689 $504K <0.01% -186,308 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,679 $503K <0.01% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 3,679 $503K 0.13% 0 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 3,613 $494K 0.19% +7 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,595 $491K 0.01% 0 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 3,580 $489K 0.08% +1 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 3,579 $489K 0.28% -50 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 3,579 $489K 0.14% -215 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 3,563 $487K 0.35% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,559 $486K 0.01% 0 13F-HR Timeline Group GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 3,541 $484K 0.02% -577 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,510 $475K <0.01% 0 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 3,466 $474K 0.07% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,462 $473K 0.01% -34 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,443 $471K <0.01% -1,309 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 3,440 $470K 0.19% -15 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 3,397 $464K 0.06% +56 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,378 $462K 0.01% -747 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 3,338 $456K 0.07% -250 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3,324 $454K 0.04% +1 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,322 $454K 0.1% +14 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,270 $447K 0.04% +12 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,252 $444K 0.01% +110 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 3,246 $444K 0.11% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,225 $441K 0.07% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,205 $438K 0.01% +1,105 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,182 $435K 0.01% -8,602 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,123 $427K 0.16% -11 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,102 $424K <0.01% +166 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,098 $423K 0.08% -18 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,085 $422K 0.02% -79 13F-HR Timeline Group TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,060 $418K 0.09% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,036 $415K 0.02% 0 13F-HR Timeline Group Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 3,034 $415K 0.28% +2 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,016 $412K 0.12% 0 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 3,002 $410K 0.33% +608 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,960 $405K 0.02% +459 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,958 $404K 0.01% -560 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,946 $403K 0.01% +1 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,944 $402K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,938 $402K 0.02% +29 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 2,937 $401K 0.09% +3 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,930 $400K 0.01% 0 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 2,925 $400K 0.19% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,917 $399K 0.11% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 2,885 $394K 0.02% -109 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,881 $394K 0.03% +3 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 2,875 $393K 0.1% +405 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,865 $392K 0.01% -23 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,861 $391K 0.01% 0 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,861 $391K 0.01% -57 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,856 $390K <0.01% new 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,823 $386K 0.01% +1 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,814 $385K 0.01% 0 13F-HR/A Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,803 $383K <0.01% +61 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,788 $381K 0.01% +11 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,788 $381K 0.04% 0 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 2,750 $376K 0.24% -250 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 2,747 $375K 0.28% +102 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,730 $373K 0.23% +11 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 2,716 $371K 0.11% +4 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,662 $364K 0.07% -36 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,654 $363K 0.01% +365 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 2,630 $359K 0.12% 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,606 $356K 0.05% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 2,593 $355K 0.16% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 2,589 $354K 0.1% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 2,586 $353K 0.02% -5,255 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 2,578 $352K 0.08% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,576 $352K 0.13% 0 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 2,568 $351K 0.09% +1 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,567 $351K 0.02% +47 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 2,554 $349K 0.15% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,552 $349K <0.01% -409,286 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 2,623 $348K 0.07% -1,598 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,552 $348K 0.06% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,540 $347K 0.07% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,502 $342K 0.01% +20 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,501 $342K 0.09% -1,546 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,501 $342K 0.06% 0 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2,498 $341K 0.09% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 2,476 $337K 0.12% -111 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,449 $335K 0.01% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 2,445 $334K <0.01% 0 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,440 $333K 0.04% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,430 $332K 0.01% -783 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,423 $331K 0.06% +6 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 2,404 $329K 0.13% +6 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,401 $328K 0.09% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,387 $326K 0.01% +458 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,382 $326K 0.15% +232 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,354 $322K 0.03% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,354 $322K 0.03% -212 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,330 $318K 0.01% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,327 $318K <0.01% -328 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 2,308 $315K 0.26% 0 13F-HR/A Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 2,304 $315K 0.07% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,302 $315K 0.04% +1 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 2,295 $314K 0.15% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,292 $313K 0.02% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 2,286 $312K 0.02% -414 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,279 $311K <0.01% +389 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,277 $311K 0.03% +4 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 2,268 $310K <0.01% -212 13F-HR Timeline Group Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 2,257 $308K 0.11% 0 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 2,250 $308K 0.01% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 2,238 $306K 0.01% 0 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 2,235 $305K 0.07% +236 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,234 $305K 0.06% +116 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 2,218 $303K 0.15% -68 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,205 $301K <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,205 $301K 0.01% -11,040 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2,200 $301K 0.04% 0 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 2,177 $298K 0.06% +48 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 2,175 $297K 0.1% +6 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 2,135 $292K 0.02% -342 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 2,127 $291K 0.05% +9 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,113 $289K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,105 $287K <0.01% +105 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,081 $284K 0.01% -256 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 2,069 $283K <0.01% -723 13F-HR Timeline Group Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,060 $282K 0.01% +8 13F-HR Timeline Group Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,057 $281K 0.09% -34 13F-HR Timeline