Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 5,413 $304K 0.2% new 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 5,388 $303K 0.04% +2,633 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,358 $301K <0.01% +2,672 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,324 $299K 0.03% +2,662 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 5,308 $298K 0.08% +2,654 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 5,278 $296K 0.12% +2,639 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,273 $296K <0.01% +2,597 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 5,272 $296K 0.2% +2,650 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,250 $295K 0.01% +2,625 13F-HR Timeline Group Strategic Advisors LLC More: the full row for Strategic Advisors LLC 5,232 $294K 0.06% +2,616 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 5,198 $292K 0.03% +2,759 13F-HR Timeline Valor Advisors LLC More: the full row for Valor Advisors LLC 5,190 $291K 0.21% +2,595 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 5,171 $290K 0.12% +2,611 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 5,144 $289K 0.14% +2,572 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,134 $288K 0.01% +2,567 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,093 $286K 0.01% +2,869 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,084 $286K 0.01% +2,532 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 5,051 $284K 0.01% +2,526 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,048 $284K 0.04% +2,440 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,037 $283K <0.01% +1,880 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 5,033 $283K 0.05% +2,516 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,949 $278K <0.01% +2,656 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 4,943 $278K 0.19% +2,480 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 4,901 $275K 0.01% +2,450 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 4,866 $273K 0.21% +2,322 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 4,860 $273K 0.13% +2,140 13F-HR Timeline Essex LLC More: the full row for Essex LLC 4,850 $272K 0.04% +2,412 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 4,840 $272K 0.05% +2,420 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 4,840 $272K 0.19% +2,255 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4,760 $267K 0.04% +2,380 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 4,758 $267K 0.06% +2,379 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,744 $266K 0.02% +2,372 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 4,736 $266K 0.11% +2,368 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,704 $264K 0.01% +2,222 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 4,678 $263K <0.01% +394 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,664 $262K 0.02% +2,332 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,648 $261K 0.01% +2,324 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 4,644 $261K 0.17% +1,210 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,595 $258K 0.01% +2,396 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,566 $256K 0.01% +2,077 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,556 $256K 0.02% +2,285 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 4,537 $255K 0.21% +1,790 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,514 $254K 0.01% +2,257 13F-HR Timeline Group Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 4,512 $253K 0.02% +2,256 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 4,462 $251K 0.02% +2,231 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,423 $248K 0.01% -5,010 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 4,420 $248K 0.03% +2,210 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 4,364 $247K 0.16% 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 4,372 $246K 0.11% new 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 4,362 $245K 0.04% +2,180 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,352 $244K 0.08% +1,877 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 4,350 $244K 0.05% +2,175 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 4,346 $244K <0.01% new 13F-HR Timeline NWM ADVISORS, LLC More: the full row for NWM ADVISORS, LLC 4,344 $244K 0.19% +2,172 13F-HR/A Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 4,298 $241K 0.09% +2,149 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 4,282 $240K 0.02% +2,150 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 4,248 $239K 0.03% +2,096 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,226 $237K 0.02% +2,123 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,214 $237K 0.04% +1,790 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,200 $236K 0.04% +2,100 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,170 $234K 0.01% +2,085 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 4,160 $234K 0.05% +2,080 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 4,136 $232K 0.1% +2,068 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,126 $232K <0.01% +2,104 13F-HR/A Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,121 $231K 0.02% +1,977 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 4,116 $231K 0.15% +1,842 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 4,095 $230K 0.15% +1,638 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 4,094 $230K 0.1% +1,883 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 4,074 $229K 0.06% +2,044 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 4,069 $229K 0.08% +2,018 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 4,060 $228K 0.01% +2,030 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 3,999 $225K 0.04% new 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 3,999 $225K 0.04% 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 3,992 $224K <0.01% +2,018 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,977 $223K 0.01% +1,992 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,967 $223K <0.01% +1,984 13F-HR Timeline Group NBH Bank More: the full row for NBH Bank 3,950 $222K 0.09% 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,912 $220K <0.01% +1,707 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 3,897 $219K 0.02% +1,948 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 3,890 $218K 0.18% +1,843 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,865 $217K 0.01% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,860 $217K 0.01% +1,930 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 3,856 $217K 0.02% +1,928 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 3,846 $216K 0.07% +1,923 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,831 $215K 0.01% new 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 3,800 $213K 0.14% +1,900 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 3,790 $213K 0.02% +1,784 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 3,768 $212K 0.14% new 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 3,656 $205K 0.07% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3,633 $204K 0.04% +1,590 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,614 $203K <0.01% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,587 $201K 0.04% +1,500 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 3,579 $201K 0.12% new 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 3,566 $200K 0.02% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,488 $196K 0.04% +1,685 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 3,337 $187K 0.1% +1,668 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,234 $182K 0.05% +1,892 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 3,200 $180K 0.01% +1,600 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,170 $178K <0.01% +2,077 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,126 $176K 0.01% +1,563 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 3,100 $174K 0.03% +1,550 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 3,092 $174K <0.01% +2,802 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,022 $170K 0.01% +1,513 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,930 $165K 0.06% +1,445 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,824 $159K 0.03% +1,412 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,822 $158K 0.01% +1,411 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,814 $158K <0.01% +1,377 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,720 $153K 0.02% +1,270 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,704 $152K <0.01% +1,358 13F-HR Timeline Group ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 2,622 $147K 0.03% +1,311 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 2,506 $141K <0.01% +1,207 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 2,487 $140K 0.01% -17,675 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 2,453 $138K 0.06% +1,226 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,408 $136K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,400 $135K 0.01% -23 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,400 $135K 0.01% +1,200 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 2,397 $135K 0.13% 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,148 $121K 0.02% +983 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,094 $118K 0.01% +1,047 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,082 $117K 0.01% +1,032 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 2,058 $116K 0.04% +1,029 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 2,051 $115K 0.04% +1,031 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,044 $115K 0.01% +1,022 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,010 $113K 0.01% +1,005 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,881 $106K 0.01% +1,845 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,870 $105K 0.01% +935 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,758 $98.7K 0.02% +872 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,704 $95.7K <0.01% +856 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,600 $89.9K 0.02% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,590 $89.3K 0.01% +795 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,398 $78.5K <0.01% 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,364 $76.6K 0.06% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,361 $76.4K <0.01% +379 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,274 $72K 0.01% +637 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,250 $70.2K <0.01% +625 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,233 $69.3K 0.03% +619 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,218 $68.4K <0.01% +609 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 1,208 $67.8K 0.04% -3,998 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,206 $67.7K 0.01% new 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 1,110 $62.3K 0.01% +555 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,090 $61.2K <0.01% +545 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,086 $61K <0.01% +729 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,078 $60.5K 0.01% +539 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,050 $59K 0.02% +525 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 965 $54.2K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 960 $53.9K <0.01% +480 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Investors Research Corp More: the full row for Investors Research Corp 938 $52.7K 0.01% +469 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 934 $52.5K 0.04% +469 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 934 $52.5K 0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 920 $51.7K <0.01% +460 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 910 $51.1K 0.01% +455 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 902 $50.7K 0.04% +451 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 896 $50.3K 0.02% +449 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 870 $48.9K <0.01% +435 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 854 $48K <0.01% +427 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 794 $45K <0.01% -2,803 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 800 $44.9K 0.01% +400 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 780 $43.8K <0.01% +87 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 763 $42.9K <0.01% +593 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 744 $41.8K 0.01% +372 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 722 $40.9K <0.01% +361 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 716 $40.2K <0.01% +360 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 640 $35.9K 0.03% +320 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 589 $33.1K <0.01% +296 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 587 $33K <0.01% +294 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 580 $32.6K 0.01% +287 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 548 $30.8K 0.01% +276 13F-HR Timeline CX Institutional More: the full row for CX Institutional 532 $30K <0.01% +416 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 490 $27.5K 0.01% +245 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 474 $26.8K <0.01% +237 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 470 $26.4K <0.01% +235 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 462 $25.9K 0.02% +231 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 456 $25.6K <0.01% +228 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 440 $24.7K <0.01% +220 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 410 $23K 0.01% +205 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 400 $22.5K <0.01% +200 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 394 $22.1K <0.01% +197 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 368 $20.7K <0.01% -2,352 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 362 $20.3K <0.01% +181 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 350 $19.7K <0.01% new 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 330 $18.5K 0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 328 $18.4K <0.01% +164 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 318 $17.9K <0.01% +160 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 312 $17.5K <0.01% +156 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 312 $17.5K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 302 $17K <0.01% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 302 $17K 0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 300 $16.8K 0.01% +150 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 280 $15.9K 0.01% +140 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 278 $15.6K <0.01% +139 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 244 $13.7K <0.01% new 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 244 $13.7K 0.01% +122 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 242 $13.6K 0.02% +121 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 220 $12.4K <0.01% +110 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 216 $12.2K <0.01% +108 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 210 $11.8K 0.01% +105 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 207 $11.6K <0.01% +104 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 200 $11.5K 0.01% +100 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 200 $11.3K 0.01% +100 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 200 $11.2K 0.01% +100 13F-HR Timeline