LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 39,595 $2M 1.24% -23,635 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 39,511 $2M 0.26% -632 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 39,450 $2M 0.42% 0 13F-HR Timeline Benchmark Financial, LLC More: the full row for Benchmark Financial, LLC 39,369 $1.99M 1.79% +18,440 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 39,197 $1.98M 0.37% -55,361 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 38,984 $1.97M 0.56% +4,127 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 38,041 $1.93M 0.41% +3,167 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 37,952 $1.92M 0.02% +9,452 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 37,934 $1.92M -17,110 Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 37,880 $1.92M 0.14% -11,409 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 37,586 $1.9M 0.1% -13,812 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 37,205 $1.88M 0.15% -1,684 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 36,862 $1.87M 0.05% +6,154 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 36,977 $1.87M 0.11% +9,909 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 36,211 $1.83M 0.13% +4,602 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 36,151 $1.83M 0.16% -2,804 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 36,036 $1.82M 0.32% +2,759 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 35,927 $1.82M 0.59% -12,565 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 35,817 $1.81M 0.05% +12,107 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 35,761 $1.81M 0.73% +10,234 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 35,752 $1.81M 0.04% -490 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 35,691 $1.81M 0.71% -613 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 35,483 $1.8M 0.5% -11,975 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/ 35,334 $1.79M <0.01% +17,214 13F-HR Timeline Group Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 34,989 $1.77M 1.1% -427 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 34,912 $1.77M 0.05% +26,327 13F-HR/A Timeline Group Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 34,787 $1.76M 0.12% +1,641 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 34,756 $1.76M 0.1% +22,873 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 34,678 $1.76M 1.73% -5,143 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 34,615 $1.75M 0.39% +1,700 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 34,584 $1.75M 0.03% 0 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 33,992 $1.72M <0.01% +17,667 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 33,535 $1.7M 0.15% +4,758 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 32,492 $1.64M 1.4% +407 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 32,236 $1.63M 0.62% -203,285 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 32,223 $1.63M 0.23% +21,718 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 32,185 $1.63M 1.3% +1,350 13F-HR Timeline Entruity Wealth, LLC More: the full row for Entruity Wealth, LLC 31,541 $1.6M 1.08% -2,524 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 31,620 $1.6M 0.36% +51 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 31,218 $1.58M 1.31% +306 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 30,954 $1.57M 0.12% +2,822 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 30,592 $1.55M 0.83% +3,073 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 30,435 $1.54M 0.02% new 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 30,266 $1.53M 0.74% -4,387 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 30,212 $1.53M 0.87% -29,386 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 30,069 $1.52M <0.01% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 29,906 $1.51M 0.08% +2,013 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 29,887 $1.51M 0.08% -3,939 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 29,842 $1.51M 0.07% +6,681 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 29,748 $1.51M 0.12% -4,626 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 29,682 $1.5M 0.5% -4,561 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 29,535 $1.49M 0.21% +11,626 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 29,456 $1.49M 0.05% -190 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 29,358 $1.49M 0.05% -1,660 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 29,351 $1.49M 0.66% +7,892 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 29,306 $1.48M 0.55% +7,097 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 28,850 $1.46M 0.46% +592 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 28,310 $1.43M 0.19% -1,894 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 28,287 $1.43M 0.08% -30,927 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 28,187 $1.43M 0.33% +18,778 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 27,954 $1.41M 0.62% +93 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 27,947 $1.41M 0.1% -276 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 27,861 $1.41M 0.99% +1,939 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 27,758 $1.4M 0.34% +14,628 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 27,577 $1.4M 1.07% -21,346 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 27,483 $1.39M 0.99% -1,457 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 27,097 $1.37M 0.37% -2,631 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 26,979 $1.37M 0.76% -6,167 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 26,970 $1.36M 0.16% -630 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 26,960 $1.36M 0.19% -755 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 26,780 $1.36M 0.99% -13,747 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 26,747 $1.35M 0.03% -12,152 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 26,588 $1.35M 0.28% +4 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 26,526 $1.34M 0.96% -446 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 26,515 $1.34M 0.11% +11,787 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 26,452 $1.34M 0.09% +252 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 26,134 $1.32M 0.58% -3,393 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 26,120 $1.32M 0.29% +6,350 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 25,882 $1.31M 0.06% +2,395 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 25,797 $1.31M 0.74% +2,476 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 25,700 $1.3M 0.3% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 25,663 $1.3M 0.02% +1,794 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 25,566 $1.29M 0.23% +11,027 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 25,374 $1.28M 0.02% +443 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 25,046 $1.27M 0.11% -283,541 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 25,008 $1.27M 0.03% +4,755 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 24,794 $1.25M 0.04% -700 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 24,577 $1.24M 0.07% +7,645 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 24,441 $1.24M 0.35% -9,450 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 24,351 $1.23M 0.07% +3,930 13F-HR/A Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 24,110 $1.22M 0.29% +4,243 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 24,100 $1.22M 0.03% -1,213 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 24,073 $1.22M 0.06% -3,756 13F-HR Timeline CX Institutional More: the full row for CX Institutional 23,972 $1.21M 0.04% -14,006 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 23,527 $1.19M 1.1% -8,458 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 23,513 $1.19M 0.01% new 13F-HR Timeline Group Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 23,478 $1.19M 0.94% -3,275 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 23,449 $1.18M <0.01% +5,000 13F-HR Timeline Group COFG Advisors, LLC More: the full row for COFG Advisors, LLC 23,303 $1.18M 0.29% +4,852 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 23,226 $1.18M 0.1% -1,990 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 22,982 $1.16M 1.16% -668 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 22,643 $1.15M 0.08% -2,018 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 22,464 $1.14M 0.18% +198 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 22,310 $1.13M 0.23% -35 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 22,287 $1.13M 0.87% +202 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 22,220 $1.12M 0.29% -145,095 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 22,188 $1.12M 0.66% +7,493 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 22,144 $1.12M 0.66% -36 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 22,084 $1.12M 0.01% +20,210 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 22,058 $1.12M 0.78% +197 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 21,979 $1.11M 0.05% -261 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 21,949 $1.11M 0.4% +1,012 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 21,598 $1.09M 0.33% -10,964 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 21,595 $1.09M 0.14% -11,786 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 21,500 $1.09M 0.8% +3,000 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 21,496 $1.09M 0.07% -4,378 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 21,428 $1.08M 0.94% 0 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 21,069 $1.07M 0.32% -1,237 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 20,985 $1.06M 0.56% +598 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 20,945 $1.06M 0.19% +250 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 20,845 $1.05M 0.62% +4,395 13F-HR Timeline AUCTUS ADVISORS LLC More: the full row for AUCTUS ADVISORS LLC 20,828 $1.05M 1% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 20,775 $1.05M 0.06% +48 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 20,758 $1.05M 0.29% +6,699 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 20,545 $1.04M 0.34% +16,500 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 20,516 $1.04M 0.14% +1,337 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 20,426 $1.03M 0.36% -247 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 20,074 $1.02M 0.02% -3,135 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 19,935 $1.01M 0.16% -2,569 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 19,929 $1.01M 0.15% +11,181 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 19,835 $1M 0.26% -614 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 19,427 $983K 0.19% +6,846 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 19,032 $963K 0.01% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 18,970 $960K 0.35% +8,390 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 18,923 $958K 0.43% -4,821 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 18,759 $949K 0.07% +36 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 18,545 $939K 0.67% +44 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 18,494 $936K 0.31% +4,665 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 18,494 $936K 0.49% +227 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 18,388 $931K 0.11% -2,697 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 18,244 $923K 0.68% +185 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 18,092 $916K 0.77% 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 18,035 $913K 0.16% -3,091 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 17,937 $908K 0.33% +99 13F-HR/A Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 17,866 $904K 0.08% -6,952 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 17,779 $900K 0.22% -2,636 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 17,514 $886K 0.05% +11,876 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 17,496 $885K 0.02% +2,299 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 17,421 $882K 0.47% -655 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 17,421 $882K 0.3% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 17,434 $882K 0.03% -13 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 17,399 $881K 0.28% -2,732 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 17,091 $862K 0.14% +4,665 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 17,015 $861K 0.65% -80,146 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 16,973 $859K 0.11% -4,858 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 16,942 $857K 0.08% +5,639 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 16,892 $855K 0.06% +2,203 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 16,888 $855K 0.04% -4,940 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 16,862 $853K 0.33% +400 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 16,512 $836K 0.38% -221 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 16,500 $835K 0.12% +2,000 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 16,268 $823K 0.2% -6 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 16,222 $821K 0.29% +179 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 16,148 $817K 0.36% -3,093 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 16,095 $815K 0.22% -2,630 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 15,987 $809K 0.07% 0 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 15,983 $809K 0.12% 0 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 15,972 $808K 0.69% -672 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 15,925 $806K 0.5% +1,212 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 15,876 $803K 0.31% -314 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 15,752 $797K 0.2% +2,649 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 15,620 $791K 0.14% -1,246 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 15,586 $789K 0.09% +129 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 15,564 $788K 0.33% new 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 15,535 $786K 0.13% -124 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 15,450 $782K 0.6% -4,142 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 15,448 $782K 0.09% +99 13F-HR Timeline Nepsis Inc. More: the full row for Nepsis Inc. 15,407 $780K 0.26% +961 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 15,404 $780K 0.3% -150 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 15,323 $776K 0.03% +1,931 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 15,273 $773K 0.13% +158 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 15,250 $772K 0.31% +4,700 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 15,223 $770K 0.32% +8,377 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 15,070 $763K 0.04% -1,379 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 15,046 $761K 0.03% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 15,011 $760K <0.01% -351 13F-HR Timeline Group Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 14,844 $751K 0.25% -157 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 14,711 $745K 0.26% -1,702 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 14,655 $742K 0.46% 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 14,596 $739K 0.17% +618 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 14,550 $736K 0.7% 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 14,476 $733K 0.03% +3,416 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 14,383 $728K 0.08% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 14,302 $724K 0.07% -1,160 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 14,297 $724K 0.2% +1,920 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 14,235 $720K 0.09% -2,603 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 14,211 $719K 0.02% +2,825 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 14,087 $713K 0.39% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 14,001 $709K 0.03% +5,577 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $699K 0.3% 0 13F-HR Timeline Amount filed as zero, left out of ratios.