Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 11,862 $666K 0.05% new 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 11,848 $665K 0.01% +3,938 13F-HR Timeline Group Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 11,798 $663K 0.17% +5,824 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 11,610 $652K 0.19% +5,685 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 11,606 $652K 0.06% +4,783 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 11,600 $651K 0.06% +5,800 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 11,551 $649K 0.04% +5,870 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 11,508 $646K <0.01% +5,803 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 11,503 $646K 0.23% +5,777 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 11,481 $645K 0.19% +4,116 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 11,461 $644K 0.01% +6,017 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 11,455 $643K 0.17% +5,752 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 11,410 $641K 0.01% +6,199 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 11,348 $637K 0.01% -17,832 13F-HR Timeline Group Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 11,306 $635K 0.25% +5,653 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 11,274 $634K 0.01% +5,638 13F-HR Timeline Group Bath Savings Trust Co More: the full row for Bath Savings Trust Co 11,251 $632K 0.07% +5,706 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 11,244 $631K 0.08% +5,464 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 11,243 $631K 0.36% 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 11,242 $631K 0.02% +5,611 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 11,240 $631K 0.03% +5,620 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 11,240 $631K 0.52% +5,415 13F-HR/A Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 11,194 $629K 0.18% +5,597 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 11,153 $626K 0.07% +7,148 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 11,146 $626K 0.33% +6,522 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,139 $626K 0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 11,120 $624K 0.01% +4,704 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 11,096 $623K 0.03% +7,365 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,093 $623K 0.01% +6,832 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 11,049 $621K 0.02% +5,674 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 10,836 $609K <0.01% +5,185 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 10,807 $607K 0.23% +5,403 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 10,729 $603K 0.08% +5,365 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 10,699 $601K 0.06% +5,598 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 10,671 $599K 0.06% +5,337 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 10,664 $599K 0.01% +5,332 13F-HR Timeline Group Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 10,586 $594K 0.22% +5,107 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 10,415 $590K 0.12% +3,611 13F-HR Timeline Concord Investment Counsel Inc. More: the full row for Concord Investment Counsel Inc. 10,464 $588K 0.16% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,449 $587K <0.01% +5,480 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 10,404 $584K <0.01% +5,047 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 10,370 $582K 0.02% -48,497 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 10,350 $581K 0.06% +5,175 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 10,245 $575K 0.21% +4,974 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 10,229 $574K 0.04% +4,888 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 10,174 $571K <0.01% new 13F-HR/A Timeline Group Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 10,095 $569K 0.62% +7,493 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 10,124 $569K 0.15% +4,919 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 10,090 $567K 0.05% new 13F-HR Timeline Group Eldridge Investment Advisors, Inc. 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More: the full row for Daiwa Securities Group Inc. 9,818 $551K <0.01% +5,211 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 9,806 $551K 0.03% +4,903 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 9,781 $549K 0.34% +4,904 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 9,757 $548K 0.01% +4,737 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 9,563 $537K 0.17% +5,004 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 9,520 $535K 0.01% new 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 9,473 $532K 0.21% +4,745 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 9,432 $530K 0.16% +4,716 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 9,169 $515K 0.2% +4,584 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 9,148 $514K 0.04% +4,574 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 9,045 $508K 0.05% +4,531 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,019 $507K <0.01% -1,029 13F-HR Timeline Group DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 9,001 $506K 0.14% +3,434 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 8,737 $501K 0.11% +4,356 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 8,903 $500K 0.12% +4,471 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 8,836 $496K 0.03% +5,136 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 8,800 $494K 0.06% +4,401 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 8,787 $493K 0.22% +4,395 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 8,749 $491K 0.08% +4,901 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 8,742 $491K 0.02% +4,107 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 8,741 $491K +4,643 Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 8,648 $486K 0.25% +4,335 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 8,591 $482K 0.02% +3,879 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 8,589 $482K 0.17% +4,308 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,558 $481K 0.01% +6,117 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 8,507 $478K 0.01% +4,268 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 8,327 $468K 0.05% +3,129 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 8,289 $466K 0.01% +4,906 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 8,284 $465K 0.03% +4,142 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 8,214 $461K <0.01% +4,107 13F-HR Timeline Group Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 8,214 $461K 0.07% +3,883 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 8,213 $461K 0.07% +4,125 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 8,104 $455K 0.01% +3,498 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 8,100 $455K 0.15% -6,100 13F-HR Timeline Group Lansing Street Advisors More: the full row for Lansing Street Advisors 8,078 $454K 0.1% +4,209 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 8,062 $453K 0.09% +4,031 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,013 $450K 0.03% +155 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 7,955 $447K 0.21% +3,999 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 7,921 $445K 0.04% +2,323 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 7,911 $444K 0.03% +3,956 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 7,813 $442K 0.03% +4,061 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 7,859 $441K 0.1% +3,883 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 7,858 $441K 0.02% +3,876 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 7,836 $440K 0.11% +3,918 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 7,807 $438K 0.92% +4,966 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 7,801 $438K 0.21% +4,437 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 7,764 $436K 0.06% +2,844 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 7,746 $435K 0.26% +3,871 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 7,696 $432K -43,277 Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 7,641 $429K <0.01% +3,704 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7,636 $429K 0.04% +3,968 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 7,598 $427K 0.39% +3,749 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 7,580 $426K 0.01% +3,690 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,545 $424K 0.01% +3,463 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 7,480 $420K 0.01% +3,740 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 7,468 $419K <0.01% +3,643 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 7,451 $418K 0.03% +844 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,446 $418K 0.01% +3,463 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 7,419 $417K 0.03% +3,709 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 7,399 $416K 0.21% +3,699 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 7,369 $414K 0.06% +3,702 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 7,368 $414K 0.31% +3,687 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 7,310 $411K 0.01% +3,655 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 7,276 $409K 0.3% +3,184 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 7,263 $408K 0.01% +3,000 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 7,198 $404K 0.41% +2,807 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 7,193 $404K 0.08% +3,916 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 7,179 $403K 0.3% +3,622 13F-HR Timeline Bellars Harris Wealth Management, LLC More: the full row for Bellars Harris Wealth Management, LLC 7,176 $403K 0.08% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 7,130 $400K 0.01% +3,565 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 7,100 $399K 0.01% +3,550 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,004 $393K 0.01% +3,470 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 7,000 $393K 0.03% +3,500 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 6,933 $389K 0.08% +3,441 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 6,887 $387K 0.19% new 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 6,830 $383K <0.01% +4,464 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,796 $382K 0.03% +3,330 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,767 $380K 0.01% +3,386 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 6,735 $378K 0.33% +4,395 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 6,723 $378K 0.04% new 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 6,701 $376K 0.08% +3,153 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 6,668 $374K 0.08% +3,334 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 8,250 $374K 0.13% +3,985 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,656 $374K <0.01% +3,859 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 6,621 $372K 0.07% +3,311 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 6,617 $372K 0.26% +3,107 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 6,608 $371K 0.14% +3,304 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 6,608 $371K 0.14% new 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 6,580 $370K 0.03% +3,290 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 6,566 $369K 0.05% -2,766 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 6,560 $368K 0.1% +3,427 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 6,555 $368K 0.07% +3,280 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 6,550 $368K <0.01% +3,275 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 6,516 $366K 0.02% +3,275 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6,466 $363K 0.04% +3,096 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 6,440 $362K 0.13% +2,487 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,430 $361K 0.01% +3,215 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 6,400 $359K 0.05% +3,013 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 6,356 $357K 0.17% +3,183 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,350 $357K 0.02% +3,042 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 6,320 $355K 0.02% +3,164 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 6,316 $355K 0.05% +3,143 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 6,314 $355K 0.02% +3,100 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 6,300 $354K <0.01% +3,600 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 6,044 $347K 0.09% +2,956 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 6,176 $347K 0.01% +2,768 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 6,170 $347K 0.43% +2,945 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 6,170 $347K 0.05% +3,085 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 6,102 $343K 0.03% +3,051 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 6,082 $342K 0.01% +1,007 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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Mason LLC More: the full row for S.A. Mason LLC 5,860 $329K 0.1% +2,930 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 5,852 $329K 0.03% +2,926 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 5,845 $328K 0.31% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 5,606 $328K 0.02% +2,760 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 5,772 $324K 0.16% +2,890 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 5,759 $323K 0.03% +2,881 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,758 $323K 0.02% +829 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 5,746 $323K 0.02% +3,657 13F-HR Timeline Goelzer Investment Management, Inc. 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