HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,175 $1.2M 0.03% +51 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,955 $1.19M 0.03% -541 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 6,942 $1.19M -8,586 Timeline Haverford Trust Co More: the full row for Haverford Trust Co 6,938 $1.19M 0.01% +206 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 6,834 $1.18M 0.52% new 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 6,911 $1.18M -5,863 Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 6,870 $1.18M 0.31% -692 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 6,863 $1.18M 0.22% +1,173 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 6,860 $1.17M 0.03% +98 13F-HR Timeline Group FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 6,853 $1.17M 0.16% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 6,774 $1.16M 0.3% -123 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 6,761 $1.16M 0.18% +527 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 6,760 $1.16M 0.77% -50 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 6,754 $1.16M 0.05% 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 6,748 $1.16M 0.07% +81 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 6,734 $1.15M 0.17% -84 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 6,730 $1.15M 0.31% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 6,715 $1.15M 0.06% -54 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,720 $1.15M 0.32% -50 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 6,714 $1.15M 0.08% +4,848 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 6,697 $1.15M 0.21% +164 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 6,676 $1.14M 0.5% 0 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 6,627 $1.13M 0.81% 0 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 6,616 $1.13M 0.85% +66 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 6,586 $1.13M 0.75% -449 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 6,586 $1.13M 0.18% +722 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 6,574 $1.13M 0.14% -1,989 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,569 $1.12M 0.06% +37 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 6,568 $1.12M <0.01% -372 13F-HR/A Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 6,566 $1.12M 0.82% -378 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 6,509 $1.12M 0.15% +2,620 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 5,730 $1.12M 0.59% +226 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,511 $1.11M 0.05% +416 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 6,500 $1.11M 0.5% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 6,475 $1.11M 0.45% -2,684 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 6,473 $1.11M 0.59% -31 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,453 $1.1M 0.06% +264 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,426 $1.1M 0.09% +4,005 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 6,369 $1.09M 0.12% -3,090 13F-HR/A Timeline Group Wallace Hart LLC More: the full row for Wallace Hart LLC 6,358 $1.09M 0.8% -2,313 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 6,350 $1.09M 1.06% 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 6,337 $1.08M 0.06% -1,003 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 6,319 $1.08M 0.25% +3,144 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 6,328 $1.08M 0.08% +250 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 6,323 $1.08M 0.54% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 6,312 $1.08M 0.29% -1,240 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6,292 $1.08M 0.12% +34 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,280 $1.08M 0.03% -26,543 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 5,099 $1.06M 0.19% +65 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,199 $1.06M 0.17% -728 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 6,156 $1.05M 0.25% +2,450 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 6,153 $1.05M 0.2% -1,583 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 6,133 $1.05M 1.05% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,137 $1.05M 0.08% +143 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 6,134 $1.05M <0.01% -11,700 13F-HR Timeline Group Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 6,130 $1.05M 0.42% -6,120 13F-HR Timeline Group Sun Financial Inc More: the full row for Sun Financial Inc 6,098 $1.04M 0.58% 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6,037 $1.03M 0.1% +1,328 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 6,025 $1.03M 0.11% -185 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 6,001 $1.03M 0.32% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,986 $1.03M 0.11% +446 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 5,972 $1.02M 0.47% -1 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 5,944 $1.02M 0.31% +142 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,914 $1.01M 0.04% +158 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 5,913 $1.01M 0.01% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,867 $1M 0.03% +170 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 5,865 $1M 0.34% -163,615 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 5,835 $999K 0.18% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,385 $999K 0.06% +2,372 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,810 $995K 0.06% -1,105 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 5,760 $986K 0.29% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,757 $985K 0.13% +677 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 5,752 $985K 0.83% +63 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 5,750 $984K 0.26% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 4,058 $964K 0.32% +2,892 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,622 $962K 0.06% +108 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 5,609 $960K 0.14% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,600 $959K 0.11% +1,004 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 5,563 $952K 0.41% +37 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,267 $951K 0.05% -3,762 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 5,549 $950K 0.08% -1,971 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 5,540 $948K 0.01% +809 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 5,523 $945K 0.03% new 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 5,514 $944K 0.09% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 5,514 $944K 0.13% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,508 $943K 0.08% -2,488 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 5,507 $943K 0.33% new 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 5,500 $941K <0.01% 0 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 5,500 $941K 0.5% +12 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,520 $935K 0.09% +207 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 5,441 $931K 0.02% -1,775 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,422 $928K 0.03% +374 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 5,409 $926K 0.16% -1,050 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 5,342 $914K 0.07% +112 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,309 $909K 0.04% +1,001 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 5,305 $908K 0.09% +204 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 5,300 $907K 0.69% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 5,274 $903K 0.21% +2,757 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 5,273 $903K 0.29% -396 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 5,257 $900K 0.75% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 5,225 $894K 0.16% -1,225 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 5,225 $894K 0.2% -18 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 5,212 $892K 0.03% +3,422 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 5,198 $890K 0.78% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 5,166 $884K 0.09% +580 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,159 $883K 0.02% +169 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 5,148 $881K 0.25% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 5,144 $881K <0.01% -277,889 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,139 $880K 0.03% -1,003 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 5,136 $879K 0.08% -100 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 5,120 $876K 0.08% -11 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 5,100 $873K 0.4% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,089 $871K 0.2% +586 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 5,093 $871K 0.01% -216,607 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 5,060 $866K 0.09% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 5,057 $866K 0.07% +333 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 5,014 $858K 0.9% 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 5,010 $858K 0.34% +10 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 5,009 $857K 0.02% new 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 3,853 $857K 0.19% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 5,005 $857K 0.03% +5 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,003 $856K 0.09% -2,158 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 5,000 $856K 0.05% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,994 $855K 0.01% -160 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 4,990 $854K 0.28% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,980 $852K 0.31% -1,500 13F-HR Timeline Group Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 4,956 $848K 0.61% -658 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 4,950 $847K 0.15% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,928 $844K 0.01% +150 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,925 $843K 0.07% +277 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 4,900 $840K 0.12% +10 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 4,898 $838K 0.31% -1,264 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 4,849 $830K 0.07% +3,274 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,845 $829K 0.14% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,836 $828K 0.11% +586 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 4,825 $826K 0.23% +955 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,812 $824K 0.07% -108 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 4,804 $822K 0.35% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,776 $819K 0.02% 0 13F-HR Timeline SAXON INTERESTS, INC. 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More: the full row for Horizon Family Wealth, Inc. 4,762 $815K 0.43% +9 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 4,750 $813K 0.14% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,746 $812K 0.03% +286 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,515 $812K 0.29% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 4,741 $812K 0.33% -133 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 4,715 $808K 0.3% +337 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 4,715 $807K 0.14% -177 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 4,700 $805K 0.8% +1,300 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 4,687 $802K 0.11% 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 4,680 $801K 0.27% 13F-HR/A Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,672 $800K 0.11% -19 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,646 $795K 0.09% +51 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,641 $794K 0.06% +487 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,623 $791K 0.1% +476 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,616 $790K 0.17% 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 4,615 $790K 0.23% +50 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,613 $790K 0.06% -726 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 4,601 $788K 0.87% 0 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 4,590 $786K 0.35% -206 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 4,566 $782K 0.28% -1,450 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,542 $777K 0.16% +622 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 4,535 $776K 0.18% -1,149 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 4,520 $774K 0.46% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 4,502 $771K 0.08% +2,302 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 4,500 $770K 0.31% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 4,496 $770K 0.28% -430 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 4,489 $768K 0.08% +485 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,478 $767K 0.05% new 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 4,472 $766K 0.13% +250 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 4,452 $762K 0.23% +52 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,447 $761K 0.23% +27 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 4,446 $761K 0.06% -724 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,440 $760K 0.01% +1,326 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,436 $759K 0.04% -201 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 4,407 $754K 0.08% -239 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 4,406 $754K 0.3% -2,258 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,399 $754K 0.15% +610 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 4,401 $753K 0.16% -82 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 3,464 $753K 0.07% -455 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,375 $749K 0.06% +255 13F-HR Timeline SOA Wealth Advisors, LLC. 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More: the full row for United Capital Management of KS, Inc. 4,300 $736K 0.1% new 13F-HR/A Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,292 $735K +1,575 Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,282 $733K 0.01% +79 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,279 $732K 0.2% -56 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 4,277 $732K 0.5% -3,231 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,263 $730K 0.08% -684 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,259 $729K 0.11% -2,398 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 4,255 $728K 0.45% -118 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 4,255 $728K 0.04% new 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 4,239 $726K 0.37% +215 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,237 $725K 0.02% +227 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 4,225 $723K 0.16% 0 13F-HR Timeline