Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 25,391 $2.61M 0.1% -341 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 25,473 $2.6M 3.15% new 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 25,399 $2.6M 1.82% 0 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 25,343 $2.59M 1.8% +3,557 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 25,268 $2.58M 0.44% -9,069 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 24,812 $2.54M 2.28% +181 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 24,790 $2.53M 0.26% +1,825 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 24,786 $2.53M 0.1% -6,724 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 24,634 $2.52M 0.02% +12,974 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 24,318 $2.48M -1,016 Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 23,922 $2.44M 0.86% -154 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 23,817 $2.43M 0.1% new 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 23,715 $2.42M 0.25% -380 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 23,497 $2.4M 0.97% +50 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 23,441 $2.4M +699 Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 23,346 $2.39M 0.03% -6,554 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 23,102 $2.36M 0.09% -2,182 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 23,049 $2.36M 0.79% -336 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 22,931 $2.34M 0.32% -239 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 22,855 $2.34M 0.07% -1,434 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 22,830 $2.33M 1.38% -3,510 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 22,814 $2.33M 0.19% -1,095 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 22,743 $2.32M 0.05% -134 13F-HR Timeline Group BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 22,425 $2.29M 0.48% -100 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 22,363 $2.29M 0.93% +2,859 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 22,226 $2.27M 0.99% -156 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 22,170 $2.27M 0.25% -12,072 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 22,126 $2.26M 0.21% -6,666 13F-HR/A Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 22,102 $2.26M 1.72% -5,949 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 21,648 $2.21M 0.57% +1,596 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 21,626 $2.21M 0.07% -24,516 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 21,473 $2.19M 0.39% -130 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 21,431 $2.19M 0.16% +2,297 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 21,277 $2.17M -4,658 Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 21,185 $2.16M 2.04% -7,732 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 20,918 $2.14M 0.1% new 13F-HR Timeline Group ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 20,887 $2.13M 0.41% +2,740 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 20,543 $2.1M 0.51% 0 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 20,252 $2.07M 0.55% -163 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 20,199 $2.06M 0.49% -604 13F-HR Timeline Group Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 19,580 $2M 1.72% +162 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 19,433 $1.99M 0.1% -431 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 19,475 $1.98M 1.2% 0 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 19,392 $1.98M 1.95% +1,005 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 19,390 $1.98M 0.84% -8,589 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 19,356 $1.98M 0.45% -670 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 19,180 $1.96M 0.45% new 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 18,997 $1.94M 1.68% +75 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 18,551 $1.9M 0.69% -824 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 18,427 $1.88M 0.63% +2,724 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 18,383 $1.88M 0.08% -240 13F-HR/A Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 18,223 $1.86M 0.92% -7,464 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 18,490 $1.86M 0.08% -1,406 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 18,093 $1.85M 0.03% -1,671 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 18,069 $1.85M 0.06% +58 13F-HR Timeline GENERAL AMERICAN INVESTORS CO INC More: the full row for GENERAL AMERICAN INVESTORS CO INC 17,500 $1.79M 0.13% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 17,474 $1.79M 0.03% 0 13F-HR Timeline Group BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 17,368 $1.77M 1.09% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 16,922 $1.73M 0.08% -447 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 16,833 $1.72M 0.01% -1,262 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 16,659 $1.7M 1.41% -540 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 16,625 $1.7M 0.06% -2,973 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 16,596 $1.7M 0.18% -2,972 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 18,557 $1.69M <0.01% +18 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 16,608 $1.67M 0.09% +14,010 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 16,311 $1.67M <0.01% +5,417 13F-HR Timeline Group WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 16,285 $1.66M 0.47% -9,215 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 16,265 $1.66M 0.32% +68 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 15,914 $1.63M 1.8% +404 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 15,878 $1.62M 0.02% +1,586 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 15,300 $1.56M 0.78% -2,428 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 15,296 $1.56M 0.07% +444 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 15,296 $1.56M 0 Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 15,134 $1.55M 0.12% -1,251 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 15,018 $1.53M 0.46% -808 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 14,684 $1.51M 0.05% +376 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 14,546 $1.49M 0.09% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 14,420 $1.47M 0.17% -1,839 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 14,352 $1.47M 0.14% -18 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 14,190 $1.45M 0.81% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 14,171 $1.45M 0.38% +56 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 14,092 $1.44M 0.04% +2,076 13F-HR Timeline Group Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 14,073 $1.44M 0.8% -1,699 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 14,070 $1.44M 0.02% -1,972 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 13,852 $1.42M 0.17% -525 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 13,673 $1.4M 0.65% -10,331 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 13,609 $1.39M 0.47% -684 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 13,585 $1.39M 0.13% -664 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 13,457 $1.37M 0.63% +408 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 13,193 $1.35M 0.01% +644 13F-HR Timeline Group Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 13,022 $1.33M 0.67% +8,215 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 12,743 $1.31M 0.32% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 12,772 $1.31M 0.26% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 12,652 $1.3M 0.04% 0 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 12,659 $1.29M 1.15% +4,024 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 12,576 $1.29M 0.31% -30 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 12,421 $1.27M 0.06% +1,563 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 12,420 $1.27M <0.01% -8,686 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 12,377 $1.26M <0.01% +1,295 13F-HR Timeline Group CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 12,166 $1.24M 0.39% -316 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 11,904 $1.22M 0.11% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 12,103 $1.2M 0.39% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 11,784 $1.2M 0.6% -21 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 11,773 $1.2M 0.17% -14,234 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 11,699 $1.2M 1.05% -215 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 11,675 $1.19M 0.08% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,640 $1.19M <0.01% -201 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 11,597 $1.19M 0.1% -178 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 11,581 $1.18M 0.02% -2,509 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 11,436 $1.17M <0.01% -7,536 13F-HR Timeline Group Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 11,297 $1.15M 0.4% +56 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 11,273 $1.15M 0.08% +10,888 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 11,235 $1.15M 0.53% -50 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 10,896 $1.11M 0.04% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 10,622 $1.09M 0.62% -1,592 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10,582 $1.08M 0.1% +157 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 10,546 $1.08M 0.31% -347 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 10,350 $1.06M 0.48% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,233 $1.05M 0.01% -793 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 10,150 $1.04M 0.38% -35 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 10,123 $1.03M 0.28% -38 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 10,109 $1.03M 0.06% +1,235 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 10,662 $1.03M 0.37% +1,755 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 9,928 $1.01M 0.25% -667 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,925 $1.01M 0.09% +9,916 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 10,169 $1.01M 0.02% +304 13F-HR Timeline Group FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 9,899 $1.01M 0.13% +195 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 9,691 $990K 0.42% -112 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 9,631 $984K 0.48% -263 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 9,532 $974K 0.33% +544 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 9,424 $963K 0.06% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 9,373 $958K 0.04% -3,787 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 9,337 $954K 0.29% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 9,331 $953K 0.1% +242 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 9,320 $952K 0.43% -269 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 9,228 $943K 0.85% -314 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 9,086 $928K 0.02% +4,543 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,970 $917K 0.04% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 8,910 $910K 0.01% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 8,899 $909K 0.74% +605 13F-HR Timeline Virtus Wealth Solutions LLC More: the full row for Virtus Wealth Solutions LLC 8,894 $909K 0.28% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 8,774 $897K 0.09% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 8,700 $889K 0.48% -170 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,566 $875K 0.04% -101 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 8,534 $872K 0.09% +810 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,529 $871K 0.03% +3,740 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,405 $859K 0.01% -808 13F-HR/A Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 8,272 $845K 0.64% 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 8,247 $843K <0.01% +2,345 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 8,094 $827K 0.08% -2,778 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 8,038 $821K 0.01% +8 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 8,036 $821K 0.08% -491 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 8,015 $819K 0.09% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 7,972 $815K 0.11% -1,305 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,947 $812K 0.02% +810 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,892 $806K 0.29% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,890 $806K 0.01% +639 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 7,835 $801K -105 Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 7,682 $785K 0.55% -200 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 8,027 $783K 0.09% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 7,991 $779K 0.19% +337 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 7,568 $777K 0.02% -5,553 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 7,569 $773K 0.68% +180 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 7,439 $760K 0.1% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 7,381 $754K 0.02% -1,702 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,338 $753K 0.04% +361 13F-HR/A Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 7,277 $744K 0.06% -30 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 7,270 $743K 0.01% -2,300 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 7,266 $742K 0.56% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 7,135 $729K 0.01% +4,308 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 7,129 $726K 0.2% -190 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 7,100 $725K 0.21% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 7,100 $725K 0.07% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 7,049 $720K 0.16% -451 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,406 $720K 0.05% +4,008 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 6,967 $716K 0.46% -1,529 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 6,963 $712K 0.04% -105 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 6,948 $710K 0.25% -42 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 6,867 $702K 0.06% 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 6,780 $693K 0.03% -1,546 13F-HR Timeline Group GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 7,001 $692K 0.21% -526 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,743 $689K <0.01% +1,569 13F-HR Timeline Group J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 6,730 $688K 0.18% -505 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 6,571 $671K 0.64% +133 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 6,557 $670K 0.5% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 6,555 $670K 0.2% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 6,498 $664K 0.05% +7 13F-HR Timeline Swisher Financial Concepts, Inc. 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