PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,903 $1.07M 0.37% +1,574 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,899 $1.07M 0.06% +136 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 2,898 $1.06M 0.16% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,894 $1.06M 0.08% -514 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,837 $1.04M 0.05% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,813 $1.03M 0.06% -130 13F-HR Timeline Group RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 2,809 $1.03M 0.47% +167 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,780 $1.02M 0.02% -5,826 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,719 $999K <0.01% 0 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,698 $991K 0.06% 0 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 2,685 $987K 0.11% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,680 $985K 0.02% +282 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,677 $984K <0.01% -29 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,667 $980K 0.01% 0 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,622 $963K <0.01% -1,363 13F-HR Timeline Group TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 2,616 $961K 0.01% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,599 $955K 0.02% +2,085 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,597 $954K 0.03% -285 13F-HR Timeline City State Bank More: the full row for City State Bank 2,597 $954K 0.25% +300 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 2,541 $934K 0.84% +1 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,510 $922K <0.01% -90 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. 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More: the full row for Legacy Financial Advisors, Inc. 2,473 $909K 0.13% -191 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,468 $907K 0.08% +1 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,467 $906K 0.02% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,443 $898K 0.06% -29 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,436 $895K 0.07% -20 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 2,418 $888K 0.41% 0 13F-HR/A Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 2,412 $886K <0.01% 0 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,411 $886K 0.02% -69 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,376 $883K 0.02% -641 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,253 $870K 0.13% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,346 $862K 0.02% -9 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 2,325 $854K 0.24% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,324 $854K 0.02% -310 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,314 $850K 0.01% +10 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,311 $849K 0.2% +75 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,301 $845K 0.04% -315 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,300 $845K 0.17% -262 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 2,282 $838K 0.55% -27 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. 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More: the full row for FAS Wealth Partners, Inc. 1,895 $696K 0.04% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,886 $693K 0.07% +120 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,881 $691K 0.13% +64 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 1,873 $688K 0.14% -49 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,854 $681K 0.03% +206 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 1,640 $677K 0.48% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,834 $674K 0.02% -70 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,833 $673K 0.23% -124 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,824 $670K 0.07% +1 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1,807 $664K 0.09% -26 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,792 $659K <0.01% -310 13F-HR Timeline Group Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,785 $656K 0.16% -8 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,780 $654K 0.09% +24 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 1,759 $654K 0.57% +32 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,776 $653K 0.21% -116 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 1,775 $652K 0.01% +30 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,775 $652K 0.01% -950 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 1,763 $648K 0.09% 0 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 1,748 $642K 0.07% -15 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 1,747 $642K 0.72% 0 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 1,740 $640K 0.06% +277 13F-HR Timeline Group Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,734 $637K 0.09% new 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 1,723 $633K 0.11% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,718 $631K 0.29% -50 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,716 $630K 0.08% -106 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,711 $629K 0.09% +30 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 1,710 $628K 0.09% -70 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,708 $628K 0.26% -164 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,707 $627K 0.01% +28 13F-HR Timeline Group BAILARD, INC. 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More: the full row for WELLINGTON-ALTUS USA INC. 6,765 $595K 0.35% +5,811 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,609 $591K 0.06% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 1,607 $590K 0.22% -90 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,606 $590K 0.31% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,599 $588K <0.01% -20 13F-HR Timeline Group TIAA group of 2 filers holding More: the full row for TIAA 1,594 $586K -3 Timeline David Kennon Inc More: the full row for David Kennon Inc 1,591 $585K 0.21% -13 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,576 $579K 0.31% +50 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 1,572 $578K 0.11% -73 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,572 $578K 0.02% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,567 $576K <0.01% +497 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,561 $574K 0.04% -146 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,554 $571K 0.05% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,545 $568K 0.1% +182 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,537 $565K <0.01% +271 13F-HR Timeline Group CVFG LLC More: the full row for CVFG LLC 1,537 $565K 0.07% +122 13F-HR Timeline Carroll Investors, Inc More: the full row for Carroll Investors, Inc 7,668 $564K 0.3% +6,168 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,522 $559K 0.03% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 1,514 $556K <0.01% +145 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,513 $556K 0.07% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,505 $553K 0.01% +189 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,498 $550K 0.04% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 1,497 $550K 0.08% -111 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,487 $546K <0.01% 0 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 1,483 $545K 0.09% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,477 $543K 0.27% +110 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 1,455 $541K 0.4% -199 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,469 $540K 0.06% -47 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,460 $537K 0.03% -4,273 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,459 $536K 0.01% 0 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,453 $534K 0.08% -294 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,452 $534K 0.03% 0 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 1,451 $533K 0.33% -387 13F-HR Timeline Group New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 1,440 $529K 0.06% +2 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,420 $528K 0.11% +1,085 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,426 $524K 0.01% +1 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 1,420 $522K 0.01% +60 13F-HR Timeline Group Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,418 $521K 0.15% +439 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,415 $520K 0.19% -191 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,413 $519K 0.12% +1 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,411 $518K 0.1% +20 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,406 $517K 0.15% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,400 $514K 0.03% 0 13F-HR Timeline Group RDA Financial Network More: the full row for RDA Financial Network 1,399 $514K 0.13% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,381 $507K 0.02% +72 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 1,358 $499K 0.35% -62 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 1,201 $496K 0.05% 0 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,348 $495K 0.04% 0 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 1,347 $495K 0.3% -92 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,347 $495K 0.01% -28 13F-HR Timeline Prudent Man Investment Management, Inc. 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