Breakwater Capital Group More: the full row for Breakwater Capital Group 47,874 $2.43M 0.29% -11,105 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 47,519 $2.41M 0.87% +2,404 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 47,064 $2.38M 0.02% -976 13F-HR Timeline Group Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 46,940 $2.38M 0.98% +422 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 46,259 $2.34M 0.02% +34,856 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 46,065 $2.33M 0.28% -8,580 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 45,810 $2.32M 0.35% -709 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 45,776 $2.32M 0.32% +4,000 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 43,601 $2.21M 0.46% -8,174 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 43,515 $2.2M 0.78% -196 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 42,819 $2.17M 0.12% +5 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 42,708 $2.15M 0.03% -2,580 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 41,502 $2.1M 0.36% -140 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 41,252 $2.09M 0.19% +7,674 13F-HR/A Timeline Valor Advisors LLC More: the full row for Valor Advisors LLC 41,085 $2.08M 1.53% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 40,251 $2.04M 0.22% -722 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 39,765 $2.01M <0.01% new 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 39,040 $1.98M 1.45% +7,635 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 38,357 $1.94M 0.37% +2,375 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 36,929 $1.87M 0.06% new 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 36,060 $1.83M 0.3% +18,015 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 35,863 $1.82M 0.05% +372 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 35,693 $1.81M 0.16% +2,231 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 35,418 $1.79M 0.04% -685 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 35,414 $1.79M 0.03% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 34,627 $1.75M 0.01% +30,576 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 34,257 $1.74M 0.05% -5,118 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 34,228 $1.73M 0.05% +927 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 34,042 $1.72M 0.07% +9,133 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 33,934 $1.72M 0.64% -26,094 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 33,128 $1.68M 0.07% +475 13F-HR Timeline Carter Financial, LLC More: the full row for Carter Financial, LLC 32,518 $1.65M 1.24% +6,859 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 31,376 $1.59M 0.01% -94,558 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 31,134 $1.58M 0.06% -6,170 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 30,734 $1.56M 0.43% +5 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 30,524 $1.55M 1.07% +327 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 30,521 $1.55M 0.32% 0 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 30,500 $1.54M 0.37% 0 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 30,353 $1.54M 0.41% +438 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 30,145 $1.53M 0.17% -2,058 13F-HR Timeline Friday Financial More: the full row for Friday Financial 30,248 $1.53M 0.41% +10,814 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 30,095 $1.52M 0.22% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 29,809 $1.51M 0.13% +92 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 29,648 $1.5M 0.25% +16,745 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 29,194 $1.48M 0.12% +4,674 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 29,145 $1.48M 1.1% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 29,039 $1.47M 0.09% -250 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 28,991 $1.47M 0.27% +1,464 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 29,369 $1.46M 0.35% +384 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 28,248 $1.43M 0.1% +3,479 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 27,749 $1.41M 0.01% -342 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 27,660 $1.4M 0.01% +2,191 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 27,532 $1.39M <0.01% -1,550 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 27,435 $1.39M 0.03% +4,465 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 26,854 $1.36M 0.44% +1,660 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 26,649 $1.35M 0.11% -577 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 26,484 $1.34M 0.32% +219 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 26,396 $1.34M 0.07% +1,566 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 26,346 $1.33M 0.02% +871 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 25,506 $1.29M 0.67% +254 13F-HR Timeline CROBAN More: the full row for CROBAN 25,480 $1.29M 0.57% -403 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 25,260 $1.28M 0.02% +9,009 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 25,233 $1.28M 0.48% -2,389 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 25,125 $1.27M 0.12% +2,777 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 24,439 $1.24M 0.06% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 24,355 $1.23M 0.06% -935 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 24,152 $1.22M 0.22% +407 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 24,070 $1.22M 0.02% +752 13F-HR Timeline Group Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 24,044 $1.22M 0.36% +456 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 23,325 $1.18M 0.14% -2,953 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 23,426 $1.18M 0.76% 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 22,258 $1.13M 0.06% +1,258 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 22,174 $1.12M 0.42% +74 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 22,024 $1.12M 0.34% -315 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 21,863 $1.11M 0.18% +11,988 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 21,518 $1.09M 0.41% +12,259 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 20,658 $1.05M 0.33% +8,126 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 20,643 $1.05M 0.03% -130 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 20,546 $1.04M 0.16% new 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 20,528 $1.04M 0.11% new 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 20,250 $1.03M 0.48% +184 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 20,248 $1.03M 0.11% +3,433 13F-HR/A Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 20,244 $1.03M 1.57% -211 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 20,175 $1.02M 0.13% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 20,108 $1.02M 0.01% +5,398 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 20,000 $1.01M 0.22% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 19,881 $1.01M 0.01% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 19,848 $1.01M 0.42% +748 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 19,808 $1M 0.03% -2,892 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 19,675 $997K 0.15% +825 13F-HR Timeline Immaculate Wealth Management LLC More: the full row for Immaculate Wealth Management LLC 18,845 $955K 6.46% -4,158 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 18,331 $929K 0.2% +2,144 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 18,239 $924K 0.37% +103 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 18,034 $914K 0.12% +3,346 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 17,998 $912K 0.02% +1,663 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 17,953 $909K 0.03% +4,037 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 17,868 $905K <0.01% -873 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 17,825 $903K 0.05% 0 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 17,617 $892K 0.02% -855 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 17,190 $871K 0.02% +8 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 16,356 $829K 0.03% -1,002 13F-HR Timeline Group Entelevest, LLC More: the full row for Entelevest, LLC 16,277 $825K 0.72% +3,921 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 16,281 $817K 0.12% +7,936 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 16,021 $812K 0.09% -2,318 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 15,720 $796K 0.09% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 15,638 $792K 0.05% new 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 15,400 $780K 0.63% 0 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 15,536 $778K 0.12% +884 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 14,961 $758K 0.09% +365 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,929 $756K 0.01% -1,887 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 14,626 $741K <0.01% +14,477 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 14,580 $739K 0.03% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 14,569 $738K 0.27% +760 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 13,780 $698K 0.08% -60 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 13,500 $684K 0.01% +100 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 13,400 $679K 0.21% +4,900 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 13,325 $675K 0.18% +257 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 13,120 $665K 0.31% +157 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 12,946 $656K 0.09% +187 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,658 $641K 0.01% +38 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 12,600 $638K 0.27% 0 13F-HR Timeline Clarity Retirement & Wealth, LLC More: the full row for Clarity Retirement & Wealth, LLC 12,403 $628K 0.43% +694 13F-HR Timeline HICKS CAPITAL MANAGEMENT LLC More: the full row for HICKS CAPITAL MANAGEMENT LLC 12,196 $618K 0.51% +1,106 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 12,140 $615K 0.01% -764 13F-HR Timeline Group LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 11,516 $583K 1.04% -73,837 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 11,395 $577K 0.1% -594 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 11,112 $563K 0.14% new 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 11,066 $561K 0.08% +3,069 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 11,016 $558K 0.03% 0 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 10,898 $552K 0.12% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 10,863 $550K 0.01% -2,766 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 10,835 $549K 0.05% -874 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 10,700 $542K <0.01% +3,792 13F-HR Timeline Group Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 10,677 $541K 0.48% new 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 10,624 $538K 0.11% -8,561 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 10,600 $537K 0.38% 0 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 10,650 $536K 0.13% +144 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 10,535 $534K <0.01% +273 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 10,378 $526K 0.21% +484 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 10,285 $521K 0.15% +1,686 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 10,176 $515K 0.17% +875 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 10,049 $509K 0.47% -2,376 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 10,000 $507K 0.19% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,955 $504K 0.02% +7 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,597 $486K 0.01% +5,130 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 9,581 $485K 0.07% -4,890 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 9,524 $482K 0.23% +570 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 9,414 $477K 0.06% +666 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 9,343 $473K 0.18% -967 13F-HR Timeline Jeter Robert S II More: the full row for Jeter Robert S II 9,196 $463K 0.44% -138 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 9,131 $463K 0.16% 0 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 8,996 $456K 0.01% 0 13F-HR Timeline Group BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 8,963 $454K 0.03% +2,000 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 8,890 $450K 0.12% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8,690 $440K 0.12% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 8,612 $436K 0.01% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,610 $436K <0.01% +1,000 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 8,559 $434K <0.01% +8,412 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 8,451 $428K 0.39% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 8,445 $428K 0.06% -97 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,455 $427K 0.03% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 8,143 $412K 0.02% +2,168 13F-HR Timeline Group Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 7,912 $401K 0.04% 0 13F-HR Timeline Timmons Wealth Management, LLC More: the full row for Timmons Wealth Management, LLC 7,912 $401K 0.29% -24,796 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 7,868 $399K <0.01% -46,611 13F-HR Timeline Group Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 7,872 $398K 0.14% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 7,768 $393K 0.05% +7,380 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 7,743 $392K 0.02% -2,751 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 7,722 $391K 0.05% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,705 $390K 0.02% -236 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 7,655 $388K 0.22% +28 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 7,584 $384K 0.06% 0 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 7,392 $374K 0.18% +500 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 7,348 $372K 0.24% +9 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 7,259 $368K <0.01% +1,005 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,148 $362K <0.01% 0 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 7,140 $362K 0.06% -2,224 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 6,985 $354K 0.1% +227 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 6,849 $347K 0.09% +6 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,824 $346K 0.01% 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,822 $346K <0.01% -1,490 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 6,785 $344K <0.01% 0 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 6,760 $342K 0.29% -3,771 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 6,571 $333K 0.13% -3,500 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,471 $328K 0.01% +7 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 6,463 $327K 0.03% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 6,355 $322K 0.22% +58 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 6,298 $319K 0.06% new 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 6,294 $319K 0.03% +20 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 6,228 $315K 0.23% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,222 $315K 0.01% -3,409 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 6,112 $310K 0.1% new 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 5,981 $303K 0.11% +355 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 5,921 $300K 0.05% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,873 $298K 0.02% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,873 $297K 0.01% +1,644 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,870 $297K 0.05% +242 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 5,614 $284K 0.07% +695 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 5,604 $284K 0.19% +1,020 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 5,500 $279K 0.03% +500 13F-HR Timeline