MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,326,132 $168M 0.01% +67,340 13F-HR Timeline Group Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 2,370,376 $119M 7.55% +93,957 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,804,120 $90.9M 4.34% +137,410 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,412,588 $71.2M <0.01% -6,291 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,054,864 $53.1M 0.08% -17,585 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 755,026 $38M 0.01% -4,591 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 685,657 $34.5M 0.17% +27,706 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 612,466 $30.9M 0.82% +22,590 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 533,439 $26.9M 0.02% +27,428 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 457,119 $23M 0.04% +231,107 13F-HR Timeline Group Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 444,308 $22.4M 2.03% +8,476 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 366,933 $18.5M <0.01% +37,711 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 341,827 $17.2M 0.02% +45,294 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 291,789 $14.7M 0.09% -93,336 13F-HR Timeline Group Smart Money Group LLC More: the full row for Smart Money Group LLC 285,976 $14.4M 3.7% +127,174 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 260,289 $13.1M 0.1% +38,386 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 227,247 $11.4M 0.27% +23,026 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 207,538 $10.5M <0.01% +47,625 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 205,252 $10.3M 0.01% +11,486 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 195,912 $9.87M <0.01% +62,289 13F-HR Timeline Group 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 189,921 $9.57M 1.88% +94,353 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 186,649 $9.4M -12,302 Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 172,298 $8.68M 2.32% -2,765 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 156,797 $7.9M 0.02% -10,733 13F-HR/A Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 131,549 $6.63M <0.01% +26,962 13F-HR Timeline Group DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 127,864 $6.44M 3.74% +3,059 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 116,068 $5.85M 0.02% +13,681 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 113,833 $5.73M 0.04% +5,012 13F-HR/A Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 113,724 $5.73M 1.13% +27,306 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 112,905 $5.69M <0.01% +12,913 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 109,517 $5.52M 0.22% +24,313 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 102,031 $5.14M 0.01% -11,495 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 89,475 $4.51M 0.13% +9,483 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 84,763 $4.27M <0.01% +34,475 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 81,901 $4.13M 0.2% +4,070 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 81,652 $4.11M <0.01% +43,464 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 79,080 $3.98M 0.02% -22,264 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 78,767 $3.97M 1.42% 0 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 71,295 $3.59M 0.2% -1,537 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 68,784 $3.47M 0.57% -2,097 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 67,460 $3.4M 0.85% -20,560 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 60,360 $3.04M 0.6% -35,090 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 57,058 $2.87M 0.01% +164 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 55,411 $2.79M <0.01% +3,291 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 54,959 $2.77M 0.04% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 53,348 $2.69M <0.01% -614 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 52,931 $2.67M <0.01% -375,904 13F-HR Timeline Group Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 51,951 $2.62M 0.33% -5,974 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 49,029 $2.47M -21,877 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 49,023 $2.47M <0.01% -180 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 48,598 $2.45M 0.16% +2,198 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 44,012 $2.22M 0.11% +2,843 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 43,743 $2.2M 0.06% -19,631 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 43,595 $2.2M 0.02% -13,384 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 43,026 $2.17M 0.08% +304 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 43,111 $2.17M <0.01% -30 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 42,685 $2.15M 0.76% -6,305 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 41,793 $2.11M 0.04% +2,460 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 41,652 $2.1M 0.03% -13,460 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 41,490 $2.09M 0.46% +1,272 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 41,118 $2.07M 0.15% -304 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 40,923 $2.06M 0.32% +7,845 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 39,136 $1.97M 1.08% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 38,448 $1.94M 0.02% -990 13F-HR Timeline Group EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 38,400 $1.93M 0.06% +2,250 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 37,727 $1.9M 0.27% 0 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 36,506 $1.84M 0.37% +11,685 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 34,286 $1.73M 0.82% -29,724 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 34,154 $1.72M 0.37% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 33,568 $1.69M <0.01% +10,714 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 32,627 $1.64M 0.01% +4,924 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 32,323 $1.63M 0.03% +26,326 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 31,775 $1.6M 0.59% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 31,759 $1.6M <0.01% +277 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 31,264 $1.58M 0.33% +1,920 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 30,777 $1.55M 0.09% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 29,543 $1.49M <0.01% -19,441 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 29,527 $1.49M 0.02% -11,200 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 28,846 $1.45M 0.03% -581 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 28,586 $1.44M <0.01% -2,105 13F-HR Timeline Group KWMG, LLC More: the full row for KWMG, LLC 27,749 $1.4M 0.1% -2,927 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 27,511 $1.39M 0.01% +1,133 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 27,151 $1.37M 0.77% -4,762 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 27,071 $1.36M <0.01% +55 13F-HR Timeline Group BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 26,725 $1.34M 0.71% new 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 26,320 $1.33M 0.42% -876 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 25,760 $1.3M 0.01% +2,726 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 25,607 $1.29M 0.1% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 24,664 $1.24M 1% +8 13F-HR/A Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 23,276 $1.17M 0.03% +3 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 23,098 $1.16M 0.06% +487 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 22,835 $1.15M 0.95% -2,607 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 22,660 $1.14M <0.01% +646 13F-HR Timeline Group DORVAL Corp More: the full row for DORVAL Corp 22,245 $1.12M 0.32% +1,625 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 21,574 $1.09M <0.01% +1,145 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 20,889 $1.05M <0.01% -427 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 20,857 $1.05M 0.03% 0 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 20,720 $1.04M 0.56% +143 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 20,806 $1.04M 0.02% +5,054 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 19,440 $979K 0.43% +15,238 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 19,431 $979K 0.35% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 19,246 $970K 0.19% -1,010 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 19,100 $962K <0.01% new 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 18,725 $943K 0.84% +1,514 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 18,297 $922K 0.01% +9,225 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 17,820 $898K 0.47% -26,083 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 17,000 $856K 0.06% 0 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 16,869 $850K 0.42% -305 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 16,857 $849K 0.1% -1,157 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 15,830 $798K 0.08% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 15,080 $760K 0.04% +105 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 14,930 $752K 0.37% -44,741 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 14,776 $742K 0.18% +138 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 14,501 $731K 0.22% +1,704 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 12,759 $643K 0.04% +4,759 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 12,756 $643K 0.07% +1,856 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 12,688 $639K 0.2% -1,922 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 12,365 $623K <0.01% +303 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,134 $611K <0.01% -7,782 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 11,756 $592K 0.09% +2,181 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 11,552 $582K 0.01% new 13F-HR Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 11,518 $580K 1.63% +264 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 11,297 $569K 0.07% -2,219 13F-HR Timeline Carolina Wealth Management Inc More: the full row for Carolina Wealth Management Inc 11,026 $555K 0.26% 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 10,890 $549K 0.01% -1,680 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 10,851 $545K 0.32% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 10,650 $537K 0.16% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 10,500 $529K 0.01% 0 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 10,490 $528K <0.01% -1,280 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,584 $483K <0.01% +3,112 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 9,522 $480K <0.01% -23 13F-HR Timeline Group Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 9,341 $471K <0.01% new 13F-HR Timeline Group Client First Capital LLC More: the full row for Client First Capital LLC 9,167 $462K 0.19% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,065 $457K 0.01% -285 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 8,998 $453K 0.02% +1,251 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,721 $439K 0.01% +19 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,663 $436K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,516 $429K <0.01% new 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 8,311 $419K <0.01% -6,099 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,272 $417K 0.01% -1,000 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 8,000 $403K 0.23% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 7,975 $402K 0.03% +2,764 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 7,957 $401K <0.01% +306 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 7,891 $398K 0.01% +415 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 7,797 $393K 0.04% +497 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 7,750 $390K 0.04% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,474 $377K 0.01% new 13F-HR Timeline Group Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 7,382 $372K 0.08% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 7,314 $368K 0.01% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 7,125 $359K 0.04% +178 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,095 $357K <0.01% +1,689 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 7,000 $353K 0.26% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,909 $348K 0.01% -1,377 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 6,854 $345K 0.14% +531 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 6,649 $335K 0.06% 0 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 6,361 $320K 0.15% -1,210 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 6,322 $319K 0.1% -907 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 6,208 $313K 0.14% 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 6,157 $310K 0.01% -56,468 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 5,994 $302K 0.09% +42 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 5,946 $300K 0.06% +41 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 5,808 $293K 0.11% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5,643 $284K 0.03% +38 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,633 $284K <0.01% -1,845 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,628 $284K 0.02% 0 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 5,536 $278K 0.04% -1,952 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 5,383 $271K 0.16% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 5,328 $268K 0.05% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 5,333 $268K 0.11% +293 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 5,297 $267K 0.12% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 5,068 $255K 0.05% 0 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 5,054 $254K 0.05% -1,725 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,037 $254K 0.01% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 5,028 $253K 0.14% new 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 5,000 $252K 0.16% +50 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,000 $252K 0.01% 0 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 4,988 $251K 0.04% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,854 $245K 0.01% 0 13F-HR Timeline Valmark Advisers, Inc. 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