Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 36,242 $1.84M 0.03% -1,270 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 36,304 $1.84M 0.78% -5,739 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 36,055 $1.82M 0.02% -647 13F-HR Timeline Group Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 35,416 $1.8M 1.07% +606 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 35,138 $1.78M 0.07% +7,673 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 35,003 $1.77M 0.41% -2,930 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 34,958 $1.77M 0.35% +270 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 34,874 $1.76M 0.37% +9,365 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 34,857 $1.76M 0.5% -1,450 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 34,653 $1.75M 0.85% -14,947 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 34,635 $1.75M 0.02% +11,180 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 34,584 $1.75M 0.03% -1,377 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 34,520 $1.75M 0.06% +1,174 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 34,490 $1.74M 0.23% -64 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 34,409 $1.74M 1.39% +24,441 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 34,374 $1.74M 0.14% -5,920 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 34,243 $1.73M 0.57% +7,105 13F-HR Timeline Entruity Wealth, LLC More: the full row for Entruity Wealth, LLC 34,065 $1.72M 1.23% +103 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 33,858 $1.72M 0.12% -3,171 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 33,891 $1.71M 0.47% -5,585 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 33,848 $1.71M 0.24% +18,576 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 33,826 $1.71M 0.09% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 33,381 $1.69M 0.22% -3,450 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 33,277 $1.68M 0.3% -3,779 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 33,146 $1.68M 0.11% +1,354 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 33,146 $1.68M 0.81% +1,794 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 32,915 $1.67M 0.37% -500 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 32,562 $1.65M 0.53% +8,880 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 32,551 $1.65M 1.28% +1,518 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 32,474 $1.64M 0.16% -16,491 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 32,440 $1.64M 0.06% -4,048 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 32,363 $1.64M 0.75% +22,089 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 32,286 $1.63M 0.9% -64,085 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 32,085 $1.62M 1.44% 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 31,985 $1.62M 1.52% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 31,896 $1.61M 0.03% +15,566 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 31,765 $1.61M 0.59% +5 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 31,569 $1.6M 0.39% +3,106 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 31,529 $1.6M 0.75% +3,353 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 31,609 $1.6M 0.12% +12,228 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 30,835 $1.59M 1.27% -965 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 31,018 $1.57M 0.05% -643 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 30,912 $1.56M 1.26% 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 30,708 $1.55M 0.04% +1,069 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 30,520 $1.54M 0.64% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 30,436 $1.54M 0.52% -6,009 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 30,357 $1.54M +6,040 Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 30,204 $1.53M 0.18% -44,501 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 29,728 $1.5M 0.39% -3,509 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 29,646 $1.5M 0.05% -2,335 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 29,527 $1.49M 0.68% -2,441 13F-HR Timeline Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 29,108 $1.47M 1.29% 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 28,940 $1.46M 1.09% -2,531 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 28,777 $1.46M 0.13% -1,209 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 28,500 $1.44M 0.02% +12 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 28,258 $1.43M 0.44% +1,541 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 28,223 $1.43M 0.1% +2,388 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 28,132 $1.42M 0.11% +466 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 27,893 $1.42M 0.06% +8,299 13F-HR Timeline Group IRON Financial LLC More: the full row for IRON Financial LLC 27,861 $1.41M 0.65% new 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 27,829 $1.41M 0.08% -3,585 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 27,716 $1.4M 0.27% +12,754 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 27,715 $1.4M 0.17% -20 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 27,601 $1.4M 0.02% -4,831 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 27,600 $1.4M 0.18% -282 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 27,519 $1.39M 0.76% -1,004 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 27,140 $1.37M 0.15% +8,857 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 27,068 $1.37M 0.08% +434 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 26,972 $1.36M 0.98% +2,944 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 26,753 $1.35M 1.04% -19,075 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 26,584 $1.34M 0.27% -1,049 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 26,200 $1.33M 0.11% +16,601 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 25,922 $1.31M 0.85% +1,573 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 25,874 $1.31M 0.09% +12,566 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 25,700 $1.3M 0.32% +700 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 25,631 $1.3M 2.23% +6,655 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 25,527 $1.29M 0.56% -8,126 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 25,494 $1.29M 0.04% +19,315 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 25,313 $1.28M 0.03% +8,433 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 25,216 $1.28M 0.11% +1,393 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 24,931 $1.26M 0.02% +808 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JNBA Financial Advisors More: the full row for JNBA Financial Advisors 24,818 $1.26M 0.11% -4,183 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 24,661 $1.25M 0.08% -2,961 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 24,224 $1.23M 0.43% +3,217 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 23,869 $1.21M 0.02% +14,493 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 23,744 $1.2M 0.55% -3,862 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 23,710 $1.2M 0.03% new 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 23,650 $1.2M 1.19% +102 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 23,487 $1.19M 0.07% -1,066 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 23,321 $1.18M 0.67% +1,587 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 23,209 $1.17M 0.03% +5,090 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 23,161 $1.17M 0.06% +51 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 22,508 $1.14M 0.02% +8,687 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 22,504 $1.14M 0.17% +17,360 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 22,345 $1.13M 0.24% +1,304 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 22,306 $1.13M 0.36% -1,745 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 22,266 $1.13M 0.18% -1,865 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 22,240 $1.13M 0.05% -5,887 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 22,180 $1.12M 0.69% +295 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 22,209 $1.12M 0.39% +12 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 22,085 $1.12M 0.85% -162 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 21,883 $1.11M 0.47% -4,775 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 21,861 $1.11M 0.75% 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 21,859 $1.11M 1.13% 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 21,857 $1.11M 0.08% -5,694 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 21,831 $1.1M 0.1% +1,909 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 21,828 $1.1M 0.05% -800 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 21,459 $1.09M 0.48% +4,741 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 21,428 $1.08M 0.96% 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 21,292 $1.08M +17,329 Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 21,126 $1.07M 0.19% -9,673 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 21,085 $1.07M 0.12% -1,027 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 20,937 $1.06M 0.38% +1,259 13F-HR Timeline Benchmark Financial, LLC More: the full row for Benchmark Financial, LLC 20,929 $1.06M 1.06% 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 20,727 $1.05M 0.06% +7,021 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 20,695 $1.05M 0.18% +732 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 20,673 $1.05M 0.34% -374 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 20,644 $1.04M 0.24% -949 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 20,449 $1.03M 0.28% -246 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 20,421 $1.03M 0.06% new 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 20,415 $1.03M 0.26% -9,731 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 20,408 $1.03M 0.14% +5,557 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 20,387 $1.03M 0.51% -26 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 20,253 $1.02M 0.03% +6,217 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 20,131 $1.02M 0.33% 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 19,867 $1.01M 0.24% -28 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 19,770 $1M 0.22% -840 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 19,592 $991K 0.72% 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 19,500 $987K 0.57% +2,100 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 19,241 $974K 0.43% +7,674 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 19,179 $970K 0.13% +3,268 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 18,725 $947K 0.28% -175 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 18,723 $947K 0.08% +448 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 18,681 $945K 0.06% +278 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 18,665 $944K <0.01% -23,465 13F-HR Timeline Group MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 18,501 $936K 0.64% +45 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 18,500 $936K 0.61% +8,500 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 18,451 $933K 0.23% 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 18,449 $933K <0.01% +11,849 13F-HR Timeline Group CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 18,413 $932K 0.36% -611 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 18,267 $924K 0.59% -408 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 18,120 $917K <0.01% -2,835 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 18,076 $914K 0.51% 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 18,059 $914K 0.66% +196 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 18,003 $911K 3.42% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 17,909 $906K 0.13% +9,267 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 17,838 $902K 0.29% +89 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 17,447 $886K 0.03% -21 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 17,421 $881K 0.31% -50 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 17,259 $873K 0.24% -894,319 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 17,129 $867K 0.53% +383 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 16,932 $857K 0.05% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 16,809 $853K 0.03% +988 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 16,866 $853K 0.15% -2,589 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 16,838 $852K 0.1% -4,088 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 16,733 $847K 0.37% -2,671 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 16,644 $842K 0.71% 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 16,462 $833K 0.31% +692 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 16,450 $832K 0.62% 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 16,449 $832K 0.05% +1,875 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 16,413 $830K 0.29% 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 16,409 $830K 0.13% +1,783 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 16,325 $826K <0.01% new 13F-HR Timeline Group Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 16,274 $823K 0.21% +135 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 16,201 $820K 0.04% +278 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 16,190 $819K 0.32% +3,068 13F-HR Timeline HICKS CAPITAL MANAGEMENT LLC More: the full row for HICKS CAPITAL MANAGEMENT LLC 16,154 $817K 0.82% -3,337 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 16,118 $815K 0.68% 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 16,043 $812K 0.29% +4,561 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 15,987 $809K 0.07% +6,196 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 15,983 $809K 0.11% 0 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 15,659 $792K 0.13% -256 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 15,602 $789K 0.56% +2,352 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 15,597 $789K 0.1% -3,768 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 15,554 $787K 0.29% -595 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 15,462 $782K 0.08% -1,666 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 15,457 $782K 0.08% +861 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 15,383 $778K 0.2% -37,706 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 15,362 $777K <0.01% +2,104 13F-HR Timeline Group LVZ, Inc. More: the full row for LVZ, Inc. 15,349 $777K 0.09% -1,860 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 15,197 $769K 0.02% -29 13F-HR/A Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 15,115 $765K 0.12% +84 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 15,046 $761K 0.03% +3,049 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 15,028 $760K 0.13% +3,495 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 15,001 $759K 0.25% -292 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 14,931 $755K 0.03% +9,846 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $750K 0.32% -14,720 13F-HR Timeline Amount filed as zero, left out of ratios. Contango Wealth Management LLC More: the full row for Contango Wealth Management LLC 14,734 $745K 0.83% 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 14,728 $745K 0.06% +121 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 14,713 $744K 0.46% +2,023 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 14,689 $743K 0.04% -1,924 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 14,500 $736K 0.1% -27,000 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 14,539 $736K 0.13% +3,053 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 14,695 $733K 0.53% new 13F-HR Timeline Nepsis Inc. 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