Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 14,893 $2.16M 2.27% +6,061 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 14,892 $2.16M 1.29% -39 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 14,560 $2.11M 0.66% +9 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 14,113 $2.05M 0.56% +899 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 14,089 $2.04M 0.15% +10,703 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 14,024 $2.03M 0.01% +299 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 13,612 $1.97M 1.64% +1,081 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 13,600 $1.97M <0.01% -4,000 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 13,414 $1.94M 1.55% -88 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 13,316 $1.93M <0.01% 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 12,961 $1.88M <0.01% -1,385 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,954 $1.88M 0.01% +10,073 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 12,733 $1.85M 0.55% +950 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 12,446 $1.8M 0.75% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,357 $1.79M 0.07% -26 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 12,345 $1.79M 0.1% +5,412 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 11,778 $1.71M <0.01% -200 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 11,700 $1.7M 0.08% +466 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 11,560 $1.68M 0.01% -417 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 11,345 $1.64M 0.08% -159 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 11,306 $1.64M 0.7% +612 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 11,183 $1.62M <0.01% +2,251 13F-HR Timeline Group Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 11,018 $1.6M 0.27% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10,964 $1.59M 0.03% +60 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 11,016 $1.56M <0.01% +7,094 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 10,700 $1.55M 0.02% 0 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 10,670 $1.55M 0.46% new 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 10,606 $1.54M 1.14% +819 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 13,346 $1.53M <0.01% +73 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10,371 $1.5M 0.05% +856 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,859 $1.43M 0.04% -5,328 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 9,780 $1.42M 0.02% +161 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 9,736 $1.41M 0.01% 0 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 9,549 $1.38M 0.03% -69 13F-HR Timeline Group CFC Planning Co LLC More: the full row for CFC Planning Co LLC 9,254 $1.34M 0.97% +1,522 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,146 $1.33M <0.01% -3,146 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,931 $1.29M 0.02% -583 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 8,813 $1.28M 0.3% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 8,641 $1.25M 0.34% -4,567 13F-HR/A Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 8,379 $1.21M 0.04% +3,033 13F-HR/A Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 8,142 $1.18M 0.54% +774 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 8,109 $1.18M 0.74% -242 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 8,007 $1.16M 0.01% +44 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 7,987 $1.16M 0.02% +4,835 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,955 $1.15M 0.02% +277 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 7,860 $1.14M <0.01% new 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 7,705 $1.12M <0.01% 0 13F-HR/A Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,616 $1.1M 0.05% +233 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 7,594 $1.1M 0.03% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 7,586 $1.1M 0.09% -6,026 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,413 $1.07M 0.06% -808 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 7,354 $1.07M 0.5% 0 13F-HR/A Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 7,126 $1.06M 0.16% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 7,339 $1.06M 0.03% -2,236 13F-HR Timeline Group Koshinski Asset Management, Inc. 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More: the full row for Hudock, Inc. 6,978 $1.01M 0.15% +140 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,966 $1.01M 0.02% -376 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,934 $1.01M 0.02% +577 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,786 $984K 0.02% 0 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 6,451 $981K 0.63% -575 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 6,745 $978K 0.1% +41 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 6,743 $977K 0.49% +138 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 6,512 $944K 0.06% +267 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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More: the full row for Hilltop Holdings Inc. 6,070 $880K 0.08% -76 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,928 $859K 0.05% -407 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,892 $854K 0.03% +3,547 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 5,820 $844K 0.03% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,728 $830K <0.01% +796 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,721 $829K 0.03% +422 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,712 $828K 0.03% +24 13F-HR/A Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 5,707 $827K 0.24% -437 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 5,673 $822K 0.58% +2,675 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 5,631 $816K 0.26% new 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 5,609 $813K 0.18% -58 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 5,588 $810K -1,020 Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5,575 $808K 0.18% +875 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 5,550 $804K 0.26% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 5,544 $804K 0.33% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,523 $800K 0.01% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 5,480 $794K <0.01% +334 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 5,479 $794K 0.06% +30 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,449 $790K 0.08% +123 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 5,410 $784K 0.03% 0 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 5,357 $776K 0.11% 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 5,336 $773K 0.53% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 5,328 $772K 0.09% +29 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 5,327 $772K 0.31% -969 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,315 $770K 0.01% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,286 $766K 0.01% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 5,215 $756K 0.34% 0 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 5,186 $752K 0.16% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 5,160 $748K 0.07% +3,920 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,054 $733K 0.01% -397 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,875 $725K 0.09% +124 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 4,894 $709K 0.14% 0 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 4,870 $706K 0.69% +3 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,852 $705K 0.01% -389 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 4,850 $703K 0.16% -4,850 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 4,814 $698K 0.32% -82 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 4,808 $697K 0.36% -173 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,800 $696K 0.02% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,771 $692K 0.03% +23 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 4,721 $684K 0.17% +27 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,707 $682K 0.02% new 13F-HR/A Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,623 $670K 0.42% -4 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 4,621 $670K 0.46% +150 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,596 $666K <0.01% +135 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 4,549 $659K 0.46% +25 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,515 $655K 0.01% +388 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 4,497 $652K 0.39% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 4,431 $642K <0.01% +366 13F-HR Timeline Group Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 4,432 $642K 0.39% +412 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,431 $642K 0.02% -626 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,337 $630K 0.04% +152 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 4,271 $619K 0.24% +600 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 4,260 $617K 0.09% +108 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 4,247 $616K 2.8% -14,476 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 4,246 $615K 0.14% +181 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,137 $600K 0.04% +48 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 4,130 $599K 0.4% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,074 $591K 0.04% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,487 $578K 0.18% +1,721 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 3,959 $574K 0.4% +739 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,916 $568K 0.02% new 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 3,908 $566K 0.7% +1,019 13F-HR Timeline 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 3,908 $566K <0.01% +55 13F-HR Timeline Group Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 3,890 $564K 0.51% -103 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,849 $558K 0.09% -159 13F-HR Timeline Bell Bank More: the full row for Bell Bank 3,824 $554K 0.02% +34 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 3,817 $553K 0.06% -610 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 3,800 $551K 0.19% +6 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,775 $547K 0.01% -74 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 3,551 $530K 0.26% +6 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 3,641 $528K 0.49% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 3,586 $520K 0.03% +20 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 3,510 $509K 0.3% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 3,500 $507K 0.31% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,497 $507K 0.1% +258 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 3,455 $501K 0.24% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,370 $488K <0.01% 0 13F-HR Timeline Group Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 3,354 $486K 0.13% 0 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 3,326 $482K 0.42% +20 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 3,290 $477K 0.04% 0 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 3,258 $472K 0.04% 0 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 3,242 $470K 0.28% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,234 $469K 0.03% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,154 $457K 0.01% +90 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,153 $457K 0.01% +14 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,130 $454K 0.04% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,124 $453K 0.05% -106 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 2,990 $433K 0.65% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,951 $428K 0.03% +1 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 2,922 $424K 0.32% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 2,865 $415K 0.07% 0 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 2,861 $415K 7.92% -15,647 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. 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More: the full row for Jefferies Financial Group Inc. 2,712 $393K <0.01% +15 13F-HR Timeline Group Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,702 $392K 0.21% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,617 $380K 0.02% +456 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,584 $375K 0.09% +148 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,578 $374K 0.01% +638 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,558 $371K 0.02% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 2,556 $370K 0.1% +665 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,544 $370K 0.08% +1,934 13F-HR Timeline Valmark Advisers, Inc. 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More: the full row for Nicholas Hoffman & Company, LLC. 2,377 $345K 0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2,322 $336K 0.15% +126 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,294 $332K 0.02% new 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 2,293 $332K 0.21% -8 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,290 $332K 0.01% +190 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,202 $328K 0.01% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,259 $327K 0.01% +331 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 2,230 $323K 0.04% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,216 $321K 0.02% new 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 2,181 $316K 0.15% +12 13F-HR Timeline