High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 20,709 $1.98M 0.21% +1,212 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 20,654 $1.97M 0.18% +1,809 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 20,650 $1.97M 0.01% -6,354 13F-HR Timeline Group SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 20,577 $1.96M 0.11% +1 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 20,474 $1.95M 0.12% 0 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 20,246 $1.93M 0.55% +12 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 20,181 $1.93M 0.45% -320 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 20,047 $1.91M 0.17% new 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 20,044 $1.91M 1.79% -1,448 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 19,976 $1.91M 0.04% +1,312 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 19,632 $1.87M 0.03% +1,471 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 19,576 $1.87M <0.01% -1,864 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 19,421 $1.85M 0.02% +772 13F-HR Timeline Group PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 19,387 $1.85M 0.4% +7,813 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 19,314 $1.84M 0.73% +2,059 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 19,120 $1.82M 1.36% +20 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 18,993 $1.81M 0.43% -44 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 18,664 $1.78M 0.15% -2,583 13F-HR Timeline Group Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 18,527 $1.77M 0.61% +396 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 18,200 $1.74M 0.11% -431 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 18,067 $1.72M 0.07% +371 13F-HR Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 17,805 $1.7M 0.18% -39 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 17,738 $1.69M 0.09% 0 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 17,397 $1.66M 0.17% -448 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 17,207 $1.64M 0.61% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 17,104 $1.63M 0.28% +16,834 13F-HR Timeline Kachkovsky & Fisher, Inc. More: the full row for Kachkovsky & Fisher, Inc. 17,006 $1.62M 1.56% 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 16,786 $1.6M 0.24% -4,472 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 16,709 $1.59M 1.42% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 16,599 $1.58M 0.05% +1,053 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 16,566 $1.58M 0.16% -1,294 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 16,560 $1.58M 0.21% -105 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 16,529 $1.58M 0.22% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 16,294 $1.56M 0.49% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 16,286 $1.55M 0.01% +230 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 16,279 $1.55M <0.01% +8,205 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 16,185 $1.54M 0.46% 0 13F-HR Timeline Stash Investments, LLC More: the full row for Stash Investments, LLC 16,169 $1.54M 0.5% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 15,891 $1.52M 0.02% -380 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 15,754 $1.5M +479 Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 15,612 $1.49M 0.3% +106 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 15,424 $1.47M 0.23% -2,258 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 15,332 $1.46M 0.02% -586 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 15,217 $1.45M 0.66% +1,737 13F-HR Timeline BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 15,146 $1.45M 0.01% -53,241 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 15,022 $1.43M 0.11% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 14,965 $1.43M 1.11% -54 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 14,915 $1.42M 0.01% +3,836 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 14,749 $1.41M 0.17% +551 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 14,734 $1.41M 0.35% +300 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 14,843 $1.4M 0.45% +1,748 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 14,674 $1.4M 1.27% +3,982 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 14,579 $1.39M 0.06% +2,213 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 14,295 $1.36M 0.06% -4,403 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 14,386 $1.36M 1.05% +780 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 14,129 $1.35M 0.09% -463 13F-HR/A Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 14,103 $1.35M 0.33% -878 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,907 $1.33M 0.02% +1,898 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13,858 $1.32M 0.02% +1,596 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 13,852 $1.32M 0.57% -4 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 13,739 $1.31M 0.02% +1,464 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 13,677 $1.31M 0.71% -917 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 13,389 $1.28M 0.67% -58 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 13,325 $1.27M 0.41% 0 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 13,234 $1.26M 0.03% 0 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 13,175 $1.26M 0.62% -316 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 13,147 $1.25M 0.99% +166 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 13,095 $1.25M 0.21% +38 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 13,036 $1.24M 0.03% -1,588 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 12,924 $1.23M 0.07% -1,762 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 12,842 $1.23M +2,137 Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 12,829 $1.22M 0.76% new 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 12,810 $1.22M 0.37% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 12,794 $1.22M 0.2% +988 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 13,049 $1.22M 0.49% -395 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,764 $1.22M 0.01% +8,408 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,776 $1.22M 0.05% +1,094 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 12,711 $1.21M 0.01% +4,670 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 12,660 $1.21M 0.03% +11,900 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 12,553 $1.2M 0.05% 0 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 12,552 $1.2M 0.18% +7,402 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 12,512 $1.19M 0.03% +747 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 12,508 $1.19M 0.02% -3,418 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 12,500 $1.19M <0.01% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 12,497 $1.19M 0.16% +98 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 12,401 $1.18M 0.97% +6,465 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 12,365 $1.18M 0.1% +37 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 12,359 $1.18M 0.05% 0 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 12,353 $1.18M 0.09% +46 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 12,313 $1.18M 0.81% +51 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 12,280 $1.17M 0.08% -67,758 13F-HR Timeline Group Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 12,096 $1.15M 0.62% -242 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 12,028 $1.15M 0.69% +884 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 11,938 $1.14M 0.19% +151 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 11,908 $1.14M 0.18% 0 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 11,897 $1.14M 0.53% -68 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 11,787 $1.12M 0.83% +8 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 11,752 $1.12M 0.08% -480 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 11,700 $1.12M 0.01% 0 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,644 $1.11M 0.02% -19 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 11,583 $1.11M 0.27% -134 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 11,508 $1.1M 0.01% -180 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 11,446 $1.09M 0.07% +803 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 11,389 $1.09M 0.14% +256 13F-HR/A Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 11,368 $1.08M 0.66% -312 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 11,324 $1.08M 0.35% +288 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 11,191 $1.07M 0.34% -36 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 11,179 $1.07M 0.57% +151 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 11,061 $1.06M 0.78% -608 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 11,046 $1.05M 0.17% new 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 11,007 $1.05M 0.38% -2,790 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 10,985 $1.05M 0.12% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,934 $1.04M 0.03% -2,301 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 10,781 $1.03M 0.02% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,709 $1.02M 0.03% +220 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 10,662 $1.02M 0.03% +68 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 10,610 $1.01M 0.34% 0 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 10,590 $1.01M 1.4% +3,375 13F-HR Timeline SWS Partners More: the full row for SWS Partners 10,376 $990K 0.21% -231 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 10,311 $984K 0.11% +133 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 10,266 $980K 0.63% +129 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 10,224 $976K 0.32% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 10,217 $975K 0.06% +130 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 10,130 $967K 0.12% +35 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 10,122 $966K 0.04% +1,739 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 10,085 $963K 0.15% -141 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 10,062 $960K 0.21% +2,114 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 10,033 $958K 0.11% -30 13F-HR/A Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 10,000 $954K 0.04% 0 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 9,995 $954K 0.23% 0 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 9,970 $952K 0.1% -730 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 9,930 $948K 0.1% +2,845 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 9,809 $936K 0.52% -978 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 9,865 $933K 0.22% 0 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 9,758 $931K 0.14% +244 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 9,685 $924K 0.2% +5,810 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 9,665 $922K <0.01% +3,566 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 9,637 $912K 0.13% +122 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 9,525 $909K 0.17% -86 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 9,525 $909K 0.15% -86 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9,462 $903K 0.01% +9,305 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 9,443 $901K 0.11% +80 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 9,382 $895K 0.05% -32,303 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 9,355 $893K 0.16% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 9,312 $889K 0.08% 0 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 9,271 $885K 0.48% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 9,253 $883K 0.12% +1,300 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 9,232 $881K 0.33% +71 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 9,158 $874K 0.01% -398 13F-HR/A Timeline DMC Group, LLC More: the full row for DMC Group, LLC 9,000 $859K 0.59% +1,879 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 8,995 $858K 0.21% +265 13F-HR Timeline Platform Wealth Management, LLC More: the full row for Platform Wealth Management, LLC 8,980 $857K 0.31% 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 8,874 $847K 0.22% -421 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,842 $844K 0.07% +381 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 8,817 $841K 0.02% 0 13F-HR Timeline Group Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 8,785 $838K 0.22% -8 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 8,634 $824K 0.02% +1,021 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 8,590 $820K 0.22% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 8,559 $811K 0.05% -240 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 8,439 $805K 0.11% -2,938 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 8,432 $805K 0.04% 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 8,426 $804K 0.05% +53 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 8,352 $797K 0.21% -3 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 8,317 $794K 0.15% +84 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 8,295 $792K 0.28% new 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 8,275 $790K 0.09% +310 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 8,257 $788K 0.71% +378 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 8,254 $788K 0.03% -270 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 8,187 $781K 0.16% +39 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,083 $771K 0.02% +292 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 8,065 $770K 0.03% +3,065 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 8,000 $764K 0.17% 0 13F-HR Timeline Group J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 7,955 $759K 0.43% +585 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,939 $758K 0.07% +563 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 7,908 $755K 0.1% 0 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 7,887 $753K 0.2% +223 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 7,733 $738K 0.54% 0 13F-HR/A Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 7,721 $737K 0.02% +3,766 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 7,578 $723K 0.07% -496 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,535 $719K 0.02% +4,223 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7,458 $712K 0.01% +11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 7,326 $699K 0.16% new 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 7,308 $697K 0.28% +1,221 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 7,288 $696K 0.06% +215 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 7,274 $694K 0.05% 0 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,233 $690K 0.02% 0 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 7,214 $689K 0.19% -509 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 7,195 $687K 0.49% +130 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 7,176 $685K 0.62% +514 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 7,173 $685K 0.18% -40 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 7,157 $683K 0.19% +789 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 7,069 $675K 0.16% 0 13F-HR Timeline True Blue Financial, LLC More: the full row for True Blue Financial, LLC 7,006 $669K 0.28% +3,669 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,980 $666K 0.01% +203 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 6,923 $661K 0.03% +586 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,865 $655K 0.01% -6,717 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 6,810 $650K 0.06% -285 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 6,756 $645K 0.17% +240 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 6,740 $643K 0.14% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,730 $642K 0.01% +15 13F-HR Timeline