TIAA group of 2 filers holding More: the full row for TIAA 19,035 $1.65M +6,885 Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 19,029 $1.65M 0.08% +8,546 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 18,845 $1.63M 0.18% +1,507 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 18,698 $1.62M 0.07% +1,095 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 18,664 $1.62M 0.04% +671 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 18,649 $1.62M 0.03% -353 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 18,631 $1.61M 0.12% +185 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 18,161 $1.57M 0.03% +5,495 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 18,131 $1.57M 0.64% -14,325 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 17,845 $1.55M 0.19% +773 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 17,844 $1.55M 0.19% -35 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 17,738 $1.54M 0.1% +430 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 17,696 $1.53M 0.08% -1,716 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 17,682 $1.53M 0.17% +42 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 17,255 $1.49M 1.12% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 17,207 $1.49M 0.64% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 17,206 $1.49M 0.13% +4,562 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 16,709 $1.45M 1.43% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 16,665 $1.44M 0.21% -360 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 16,529 $1.43M 0.22% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 16,294 $1.41M 0.48% -1,701 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 16,271 $1.41M 0.03% -587 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 14,981 $1.41M 0.37% -172 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 16,185 $1.4M 0.48% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 16,056 $1.39M 0.01% +686 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 15,926 $1.38M 0.03% +5,166 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 15,918 $1.38M 0.02% +12,723 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 15,546 $1.35M 0.05% +737 13F-HR/A Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 15,506 $1.34M 0.3% +1,905 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 15,275 $1.32M 0.03% -119 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 15,022 $1.3M 0.12% -3,271 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 15,019 $1.3M 1.14% -116 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 14,686 $1.27M 0.09% -662 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 14,624 $1.27M 0.03% -108 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 14,594 $1.26M 0.74% -17 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 14,592 $1.26M 0.09% +1,064 13F-HR/A Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 13,444 $1.25M 0.52% -263 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 14,434 $1.25M 0.37% +231 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 14,416 $1.25M 0.03% +1,603 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 14,198 $1.23M 0.16% +920 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 13,095 $1.21M 0.4% +178 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 13,856 $1.2M 0.6% 0 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 13,797 $1.2M 0.51% -21,944 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 13,582 $1.18M 0.02% -808 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 13,500 $1.17M 0.09% -567 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 13,491 $1.17M 0.63% -331 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 13,480 $1.17M 0.62% new 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 13,447 $1.17M 0.61% -10,159 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 13,325 $1.15M 0.4% +1,210 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 13,235 $1.15M 0.03% -321 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 13,234 $1.15M 0.03% +872 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 13,606 $1.14M 0.97% +4,058 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 13,057 $1.13M 0.21% +188 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 12,981 $1.12M 0.96% 13F-HR/A Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 12,810 $1.11M 0.37% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 12,553 $1.09M 0.05% -61 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 12,500 $1.08M <0.01% new 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 12,399 $1.07M 0.16% +7 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 12,366 $1.07M 0.05% +7,984 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 12,359 $1.07M 0.05% +3,571 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 12,338 $1.07M 0.62% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 12,328 $1.07M 0.1% 0 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 12,307 $1.07M 0.1% -865 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,275 $1.06M 0.02% -8,886 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,262 $1.06M 0.02% +271 13F-HR/A Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 12,262 $1.06M 0.82% -833 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 12,232 $1.06M 0.08% -430 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 12,009 $1.04M 0.02% -492 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 11,965 $1.04M 0.72% -50 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 11,908 $1.03M 0.19% +1,632 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 11,806 $1.02M 0.19% +1,361 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 11,787 $1.02M 0.2% 0 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 11,779 $1.02M 0.89% -87 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 11,765 $1.02M 0.03% +510 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 11,717 $1.02M 0.26% -186 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 $1.01M 0.02% 0 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 11,688 $1.01M 0.02% -2,528 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 11,680 $1.01M 0.69% -326 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 11,669 $1.01M 0.77% -30 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,663 $1.01M 0.02% -221 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 11,574 $1M 0.25% +7,373 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,682 $994K 0.05% +1,253 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 11,377 $986K 0.16% -3,731 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 11,227 $973K 0.34% -320 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 10,594 $968K 0.03% +22 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 11,144 $966K 0.64% +258 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 11,079 $960K <0.01% new 13F-HR Timeline Group GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 11,036 $956K 0.36% -1,070 13F-HR/A Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 11,028 $955K 0.56% +154 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 11,133 $942K 0.09% 0 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 10,787 $935K 0.6% +152 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 10,781 $934K 0.02% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 10,705 $928K -55,143 Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 10,700 $927K 0.12% +243 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 10,692 $926K 0.91% +803 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 10,643 $922K 0.06% +2,160 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 10,610 $919K 0.36% -1,235 13F-HR Timeline SWS Partners More: the full row for SWS Partners 10,607 $919K 0.23% -182 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,489 $909K 0.03% +42 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 10,226 $886K 0.15% +358 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 10,224 $886K 0.34% +51 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 10,178 $882K 0.11% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 10,137 $878K 0.63% 0 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 10,095 $875K 0.14% +887 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 10,087 $874K 0.06% +385 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 10,063 $872K 0.11% -676 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 10,000 $866K 0.04% 0 13F-HR/A Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 9,995 $866K 0.24% 0 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 9,865 $855K 0.24% 0 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 9,515 $834K 0.14% 0 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 9,611 $833K 0.18% +34 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 9,611 $833K 0.16% +34 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 8,799 $829K 0.06% -701 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 9,556 $828K 0.01% +761 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 9,514 $824K 0.15% +1,649 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 9,417 $816K 0.66% -25,640 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 9,363 $811K 0.08% +1,960 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 9,355 $811K 0.17% 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 9,312 $807K 0.1% new 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 9,295 $805K 0.24% +216 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 9,271 $803K 0.51% -47,920 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 9,161 $794K 0.31% +103 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 8,927 $773K 0.25% +5,274 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 8,817 $764K 0.02% 0 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 8,373 $764K 0.05% -1,321 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 8,793 $762K 0.22% -5,724 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 8,974 $760K 0.04% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 8,730 $756K 0.23% +2,801 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 8,590 $744K 0.26% +656 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 8,524 $739K 0.04% +108 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,461 $733K 0.07% -107 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,383 $726K 0.04% -195 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 8,355 $724K 0.23% +73 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 8,233 $713K 0.15% -66 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 8,148 $706K 0.16% -32 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 8,074 $700K <0.01% new 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 8,074 $700K 0.07% -128 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 8,041 $697K 0.01% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,586 $693K 0.2% new 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 $693K 0.17% new 13F-HR Timeline Group UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 7,965 $690K 0.1% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 7,953 $689K 0.11% +4,044 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 7,948 $689K 0.18% +242 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 7,908 $685K 0.1% 0 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 7,879 $683K 0.7% +1,420 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,791 $675K 0.02% +57 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 7,768 $673K 0.28% +73 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 7,733 $670K 0.58% 0 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 7,723 $669K 0.21% -974 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 7,664 $664K 0.2% +90 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,613 $660K 0.03% +13 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7,447 $645K 0.01% +858 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,376 $639K 0.07% +161 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 7,370 $639K 0.43% -602 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 $630K 0.05% 0 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,233 $627K 0.02% 0 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 7,215 $625K 1% -5 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 7,213 $625K 0.19% -26 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 7,124 $617K 0.02% +167 13F-HR Timeline Group DMC Group, LLC More: the full row for DMC Group, LLC 7,121 $617K 0.42% -783 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,106 $616K 0.02% +206 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 7,095 $615K 0.07% new 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 7,085 $614K 0.07% -2,355 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 7,073 $613K 0.07% +153 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 7,069 $612K 0.16% -52 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 7,065 $612K 0.48% -292 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 6,868 $595K 0.41% -1 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,777 $587K 0.01% +190 13F-HR/A Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 6,753 $585K 0.03% -760 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 6,740 $584K 0.14% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,715 $582K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,691 $580K 0.02% -9,391 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 6,662 $577K 0.59% +250 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 6,653 $576K 0.26% -74 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 6,550 $567K 0.04% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,526 $565K 0.04% +103 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 6,516 $565K 0.17% +141 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 6,368 $552K 0.17% -99 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 6,337 $549K 0.04% -327 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 6,336 $549K 0.1% -426 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 6,244 $541K 0.02% -138 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 5,930 $541K 0.16% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,186 $536K 0.03% -342 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,168 $534K 0.02% +205 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 5,732 $531K 0.15% new 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 6,100 $529K <0.01% +2,000 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 6,099 $528K <0.01% new 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 6,087 $527K 0.25% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6,069 $526K 0.02% +371 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 6,056 $525K 0.15% +1,577 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 6,053 $524K 0.01% -3,357 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,052 $524K 0.01% +445 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 6,020 $522K 0.23% -327 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,009 $521K 0.01% +528 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 6,000 $520K 0.3% 0 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 5,392 $517K 0.49% -50 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 5,957 $516K 0.34% +334 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 5,936 $514K 0.48% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,900 $511K 0.03% +500 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 5,884 $510K 0.03% +17 13F-HR Timeline Group