Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 39,783 $3.99M 0.58% +935 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 39,744 $3.99M 0.36% -1,800 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 39,488 $3.96M 0.02% +7,200 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 38,801 $3.89M 0.09% +2,185 13F-HR Timeline Group RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 38,587 $3.87M 2.47% -15,858 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 37,898 $3.8M 1.1% +6,280 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 37,413 $3.75M 0.25% +7,991 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 36,726 $3.69M 1.46% +5,747 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 36,608 $3.67M 2.36% +199 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 36,242 $3.64M 0.5% +3,176 13F-HR Timeline Paulson Wealth Management Inc. 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More: the full row for SFG Wealth Management, LLC. 36,150 $3.63M 1.43% +1,763 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 36,138 $3.63M 0.67% +5,860 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 35,377 $3.55M -25,434 Timeline WJ Interests, LLC More: the full row for WJ Interests, LLC 35,317 $3.54M 1.52% +2,074 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 34,836 $3.5M 1.91% +1,671 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 33,418 $3.35M 2.39% 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 33,088 $3.32M 0.04% +4,490 13F-HR Timeline Group MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 33,035 $3.31M 2.43% -159 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 32,922 $3.3M 0.07% -2,537 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 32,647 $3.28M 1.8% +995 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 32,491 $3.27M 0.01% -252 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 31,999 $3.21M 0.03% +7,835 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 31,832 $3.21M 0.09% -58,481 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 31,634 $3.17M 0.64% +25,437 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 31,349 $3.15M 0.66% -1,993 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 31,135 $3.12M 0.14% +97 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 30,974 $3.11M 0.63% -928 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 30,851 $3.1M 1.12% +359 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 30,825 $3.09M 1.43% -9,368 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 30,665 $3.08M 0.58% +164 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 30,286 $3.04M 0.02% 13F-HR/A Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 29,718 $2.98M 0.34% -3,091 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 29,641 $2.97M 2.31% -11,713 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 29,433 $2.95M 2.03% +27,143 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 29,299 $2.95M 1.42% 13F-HR/A Timeline Nest Investments, LLC More: the full row for Nest Investments, LLC 28,417 $2.85M 2.39% 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 28,043 $2.81M 0.08% -9,444 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 27,611 $2.77M 2.08% +15,008 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 27,443 $2.75M 1.38% +1,797 13F-HR Timeline Financial Strategies Group, Inc. 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More: the full row for Compass Financial Group, Inc. 26,918 $2.7M 1.19% -182 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 26,870 $2.7M 2.31% 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 26,805 $2.69M 0.03% +45 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 26,789 $2.69M 0.13% +2,292 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 26,709 $2.68M 0.01% -6,405 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 26,517 $2.66M 0.18% -1,196 13F-HR/A Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 26,243 $2.63M 0.02% -29,906 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 26,087 $2.62M 0.05% +17,222 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 26,072 $2.62M 0.03% +19,932 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 25,782 $2.59M 0.78% +340 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 25,618 $2.57M 0.85% -1,007 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 24,680 $2.48M 0.09% -590 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 24,176 $2.43M 1.67% -983 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 24,151 $2.42M 0.02% +9,573 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 24,106 $2.42M 0.14% -9,706 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 23,656 $2.37M 0.19% +1,792 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 23,275 $2.34M 1.91% 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 23,033 $2.31M 0.79% +19,945 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 22,460 $2.25M 0.39% -365 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 21,993 $2.21M 0.03% +2,784 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 21,925 $2.2M 0.04% -4,422 13F-HR/A Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 21,862 $2.19M 0.86% +610 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 21,476 $2.15M 0.42% +560 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 21,375 $2.14M 0.14% +9,613 13F-HR Timeline Group Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 21,344 $2.14M 0.6% -880 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 21,246 $2.13M 1.61% -2 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 21,235 $2.13M 1.41% -1,520 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 20,652 $2.07M 0.44% -20,311 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 20,628 $2.07M 0.2% -2,382 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 20,627 $2.07M 0.09% -5,000 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 20,602 $2.07M <0.01% +1,369 13F-HR/A Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 20,500 $2.06M 0.1% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 20,477 $2.05M 0.05% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 20,438 $2.05M 0.22% +163 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 20,348 $2.04M 0.11% +465 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 20,328 $2.04M 0.3% -739 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 20,245 $2.03M 0.51% -4,792 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 20,054 $2.01M 2.03% +67 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 19,975 $2M 1.41% +3,969 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 19,786 $1.99M 0.28% +206 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 19,766 $1.98M 0.24% +1,870 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 19,759 $1.98M 2.02% +930 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 19,438 $1.95M 1.67% 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 19,332 $1.94M 0.29% -734 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 19,168 $1.92M 0.61% +7,623 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 19,092 $1.92M 0.04% +950 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 18,999 $1.91M 1.4% -201 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 18,812 $1.89M 0.05% +1,033 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 18,474 $1.85M 0.46% -10,530 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 18,443 $1.85M 0.06% +4,044 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 18,185 $1.82M 1.6% +106 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 18,020 $1.81M 0.39% +8,339 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 17,917 $1.8M 0.3% +336 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 17,861 $1.79M 0.11% -2,298 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 17,623 $1.77M 0.86% +2,936 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 17,555 $1.76M 0.01% -391 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 17,530 $1.76M 0.04% -4,765 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 17,469 $1.75M 0.98% +2,291 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 17,224 $1.73M 0.02% -13,801 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 17,136 $1.72M 0.18% +1,071 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 17,049 $1.71M 0.66% +1,755 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 16,880 $1.69M 0.06% -349 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 16,869 $1.69M 0.04% -1,542 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 16,743 $1.68M 0.45% +9,027 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 16,713 $1.68M 0.54% +23 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 16,682 $1.67M <0.01% +169 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 16,670 $1.67M 0.07% -240 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 16,517 $1.66M 0.33% +3,948 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 16,505 $1.66M 0.08% +4,559 13F-HR/A Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 16,487 $1.65M <0.01% +520 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 16,460 $1.65M 0.83% +2,563 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 16,368 $1.64M 0.11% -13 13F-HR/A Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 16,310 $1.64M 0.08% +2,109 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 15,877 $1.6M 0.05% -1,520 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 15,797 $1.59M 0.05% -6,088 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 28,224 $1.58M 0.04% +3,008 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 15,689 $1.57M 0.21% -1,189 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 15,176 $1.52M 0.07% +6,991 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 14,776 $1.48M 0.05% +274 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 14,688 $1.47M <0.01% +5,841 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 14,647 $1.47M 0.03% -2,830 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 14,517 $1.46M 1.25% -2,410 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 14,284 $1.43M 0.4% +420 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 14,218 $1.43M 0.43% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 14,192 $1.42M 0.03% -240 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 14,165 $1.42M 0.16% -122 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 13,986 $1.41M 0.14% -698 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 13,683 $1.37M 0.96% -1,657 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 13,410 $1.35M 0.1% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 13,402 $1.34M 0.01% -993 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 13,251 $1.33M 0.07% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 13,287 $1.33M 0.13% -1,930 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 13,090 $1.32M 0.35% +93 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 13,119 $1.32M 0.02% +354 13F-HR Timeline Group Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 12,951 $1.3M 0.35% +9,445 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 12,936 $1.3M 0.03% new 13F-HR Timeline Group Merited Wealth, LLC More: the full row for Merited Wealth, LLC 12,934 $1.3M 1.2% 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 12,877 $1.29M 0.64% -1,495 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 12,870 $1.29M 0.1% new 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 12,843 $1.29M 0.53% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 12,818 $1.29M 0.02% +75 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 12,595 $1.26M 0.02% +6,228 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 12,539 $1.26M 0.03% -10,154 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 12,445 $1.25M 0.13% -995 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 12,261 $1.23M 0.27% +1,270 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 12,032 $1.21M 1.08% +4,403 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 11,935 $1.2M 0.36% -751 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 11,856 $1.19M 0.24% -718 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 11,774 $1.18M 0.05% +6,071 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 11,743 $1.18M 0.02% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 11,661 $1.17M 0.04% -124 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 11,604 $1.16M 0.04% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 11,600 $1.16M 0.07% -3,664 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,512 $1.16M 0.01% +388 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 11,310 $1.13M <0.01% +50 13F-HR/A Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,283 $1.13M 0.1% +1,125 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 11,254 $1.13M 0.38% -1,872 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 11,237 $1.13M 0.01% -409 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 11,168 $1.12M 0.01% -1,014 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 11,146 $1.12M 0.37% +231 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,111 $1.11M 0.03% -1,464 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 11,066 $1.11M 0.23% +1,332 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 11,041 $1.11M 0.04% -2,418 13F-HR Timeline Group Berman McAleer LLC More: the full row for Berman McAleer LLC 11,019 $1.11M 0.15% +8,330 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 10,843 $1.09M 0.12% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10,813 $1.08M 0.06% +486 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 10,601 $1.06M 0.01% +1,511 13F-HR Timeline Group SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 10,398 $1.04M 0.67% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 10,118 $1.01M 0.13% 0 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 10,012 $1.01M 0.89% 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 9,946 $998K 0.01% +4,979 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,920 $995K 0.03% new 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 9,801 $983K 0.4% 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 9,801 $983K 0.13% 0 13F-HR Timeline Closed-End Fund Advisors, Inc. 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