Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 11,728 $2.08M 0.29% -507 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 11,634 $2.07M 0.46% +1,320 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 11,621 $2.07M 0.77% +1,801 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 11,614 $2.06M 0.31% +88 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 11,580 $2.06M 1.92% 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 11,564 $2.06M 0.12% -291 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 11,539 $2.05M 0.5% +115 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 11,489 $2.04M 0.33% +9,157 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 11,451 $2.04M 0.22% +131 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 11,400 $2.03M 0.5% +1,045 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 11,390 $2.02M 0.48% -1,172 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 11,362 $2.02M 0.9% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 11,293 $2.01M 0.06% -2,792 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 11,292 $2.01M 0.54% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 11,290 $2.01M 0.04% +2,792 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 11,251 $2M 0.32% +79 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 11,240 $2M 1.53% -2,403 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 11,236 $2M 0.42% +1,225 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 11,199 $1.99M 0.66% +511 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 11,182 $1.99M 0.15% +138 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 11,173 $1.99M 0.88% -353 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 13,525 $1.98M 0.3% -1,403 13F-HR Timeline Titan Investment Management LLC More: the full row for Titan Investment Management LLC 11,153 $1.98M 1.81% 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 11,126 $1.98M 0.12% +2,581 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 11,123 $1.98M 0.04% -59 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 11,120 $1.98M 1.1% 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 11,107 $1.97M 1.32% -9,055 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 13,464 $1.97M 0.75% +3,065 13F-HR/A Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 11,102 $1.97M 0.53% 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $1.97M 0.84% -11,004 13F-HR Timeline Amount filed as zero, left out of ratios. Abound Wealth Management More: the full row for Abound Wealth Management 11,066 $1.97M 0.46% +9,881 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 11,063 $1.97M 0.08% +67 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 11,034 $1.96M 1.1% +308 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 11,033 $1.96M 0.83% -209 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 11,021 $1.96M 1.92% -1,094 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 11,016 $1.96M 0.13% -6,618 13F-HR Timeline Group Harbor Advisors LLC More: the full row for Harbor Advisors LLC 11,000 $1.96M 0.29% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 10,995 $1.95M 0.22% +5,875 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 10,989 $1.95M 0.54% +135 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 10,918 $1.94M 1.14% +25 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 10,895 $1.94M 1.86% -177 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 10,884 $1.93M 0.04% -875 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 10,841 $1.93M 1.73% 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 10,825 $1.92M 0.32% 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 10,758 $1.91M 0.28% +338 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 10,742 $1.91M 0.14% -256 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 10,732 $1.91M 0.31% +437 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 12,656 $1.91M 0.21% +1,451 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 10,716 $1.9M 1.79% 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 10,707 $1.9M 0.3% +9,069 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 10,697 $1.9M 0.63% -3,789 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 10,673 $1.9M 1.41% -551 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 10,656 $1.89M 0.76% +497 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 10,635 $1.89M 0.15% +60 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 10,628 $1.89M 1.25% +421 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 10,600 $1.88M 0.44% -800 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 10,599 $1.88M 0.11% +305 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 10,561 $1.88M 0.03% +3,028 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10,553 $1.88M 0.14% +1,276 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 10,546 $1.87M 0.5% -1,170 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 10,542 $1.87M 0.63% -907 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 10,539 $1.87M 0.65% 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 10,500 $1.87M 0.66% new 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 10,496 $1.87M 1.07% +143 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 10,452 $1.86M 0.28% -87 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 10,443 $1.86M 0.14% -980 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 10,413 $1.85M 0.11% +1,037 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 10,411 $1.85M 0.81% +866 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 10,322 $1.83M 0.86% +8,842 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 10,310 $1.83M 0.14% -9,863 13F-HR Timeline OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 10,310 $1.83M 0.11% +3,300 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 10,302 $1.83M 0.12% -6,777 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 10,299 $1.83M 0.77% +1,399 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 10,275 $1.83M 0.71% 13F-HR/A Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 10,255 $1.82M 0.13% +390 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 10,256 $1.82M 0.6% +156 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 10,230 $1.82M 0.43% +134 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 10,228 $1.82M 0.49% +620 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 10,187 $1.81M 0.69% -1,715 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 10,179 $1.81M 0.06% +104 13F-HR Timeline Group KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 10,169 $1.81M 1.44% -826 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 10,152 $1.8M 0.3% 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 10,141 $1.8M 0.97% -1,005 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 10,060 $1.79M 0.49% -1,541 13F-HR Timeline Group CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 10,059 $1.79M 1.04% 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 10,024 $1.78M 0.22% +2,834 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 10,006 $1.78M 0.19% +1,348 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 10,005 $1.78M 1.28% +1,115 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 10,002 $1.78M 0.12% +477 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 10,000 $1.78M 2.61% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 9,990 $1.78M 0.05% +1,010 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 9,977 $1.77M 1.04% 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 9,935 $1.77M 0.26% +377 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 9,851 $1.75M 0.06% -3,554 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 9,813 $1.74M 0.18% -1,176 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 9,811 $1.74M 0.19% -57 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 9,808 $1.74M 0.68% -195 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 9,797 $1.74M 0.03% -249 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 9,760 $1.73M 0.43% -80 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 9,741 $1.73M 0.03% +1,288 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 9,736 $1.73M 0.52% +1,938 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 9,709 $1.73M 0.49% +500 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 9,706 $1.73M 0.27% +55 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 9,679 $1.72M 0.29% 0 13F-HR/A Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 9,658 $1.72M 0.59% +31 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 9,645 $1.71M 0.1% -1 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 9,633 $1.71M 0.84% -1,943 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 9,630 $1.71M 0.41% +2,191 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 9,624 $1.71M 1.14% +95 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 9,602 $1.71M 0.09% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 9,600 $1.71M 0.08% -79 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 9,549 $1.7M 0.18% -1,257 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 9,478 $1.68M 0.12% -1,372 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 9,463 $1.68M 0.11% -862 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 9,456 $1.68M 0.44% +37 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 9,435 $1.68M 0.02% -393 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 9,401 $1.67M 0.12% +1,431 13F-HR/A Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 9,394 $1.67M 0.14% +2,045 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,378 $1.67M 0.16% +7,091 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 11,242 $1.67M 0.14% -357 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 9,373 $1.67M 0.27% -699 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 9,336 $1.66M 0.19% +1,409 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 9,261 $1.65M 0.36% -6,655 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 9,248 $1.64M 1.32% 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 9,202 $1.64M 0.07% -40 13F-HR Timeline Group United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 9,201 $1.64M 0.13% -3,918 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 9,195 $1.63M 0.11% -643 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 9,177 $1.63M 1.5% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 9,170 $1.63M 0.12% +2,312 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 9,156 $1.63M 0.13% +1,235 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 9,143 $1.63M 0.7% -1,213 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,121 $1.62M 0.22% +2,028 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 9,114 $1.62M 0.17% +2,415 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 9,096 $1.62M 0.65% +10 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 9,084 $1.61M 1% -47 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 9,047 $1.61M 0.37% +134 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 9,041 $1.61M 0.17% +140 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 9,032 $1.61M 0.04% +160 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,010 $1.6M 0.18% -859 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 9,006 $1.6M 1.2% 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 9,000 $1.6M 0.54% -830 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 8,990 $1.6M 0.06% +50 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 8,985 $1.6M 0.52% +10 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 8,960 $1.59M 0.17% -19,756 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 8,957 $1.59M 0.2% +1,248 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 8,955 $1.59M 0.13% +812 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 8,948 $1.59M 0.21% +1,286 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 8,910 $1.58M 1.15% -901 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 8,904 $1.58M 0.16% +1,135 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 8,864 $1.58M 0.36% -1,115 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 8,829 $1.58M 0.56% -115 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 8,837 $1.57M 0.42% 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 8,822 $1.57M 0.57% -2,600 13F-HR Timeline Group Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 8,819 $1.57M 0.84% +7,485 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 8,811 $1.57M 0.07% +362 13F-HR Timeline Group Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 8,806 $1.57M 0.57% -163 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 8,799 $1.56M 0.93% +18 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 8,793 $1.56M 1.06% -6,138 13F-HR/A Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 12,084 $1.56M 0.64% +3,411 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 8,777 $1.56M 0.15% -50 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 8,741 $1.55M 0.1% +598 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 8,696 $1.55M 0.35% +723 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 8,668 $1.54M 1.25% 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 8,667 $1.54M 0.03% -1,125 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 8,630 $1.53M 0.54% -4,498 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 8,619 $1.53M <0.01% 0 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 8,615 $1.53M 0.94% +245 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 8,594 $1.53M 0.11% -163 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 8,582 $1.53M 0.96% +2,631 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 8,578 $1.52M 0.57% +359 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 8,570 $1.52M 0.05% +1,160 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 8,561 $1.52M 0.14% +3,616 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 8,538 $1.52M 0.78% -937 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 8,518 $1.51M 0.77% 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 8,482 $1.51M 0.35% +212 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 8,469 $1.51M 1.4% 0 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 8,442 $1.5M 0.77% 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 8,440 $1.5M 0.15% +2,210 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 11,525 $1.5M 2.03% 0 13F-HR/A Timeline Sienna Gestion More: the full row for Sienna Gestion 8,323 $1.5M 0.09% +3,573 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 8,173 $1.49M 0.22% -200 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 8,388 $1.49M 0.29% +1,990 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 8,342 $1.48M 1% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 8,338 $1.48M 0.06% +7,069 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,328 $1.48M 0.09% -1,140 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,314 $1.48M 0.19% +249 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 7,610 $1.48M 0.52% new 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 8,313 $1.48M 0.43% 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 8,303 $1.48M 0.13% +4,804 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 8,300 $1.48M 0.76% -1,000 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 8,300 $1.48M 0.91% 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 8,294 $1.47M 0.27% -689 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 8,272 $1.47M 0.95% -2,520 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 8,264 $1.47M 0.23% +1,565 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,256 $1.47M 0.17% +545 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 8,218 $1.46M 0.03% +387 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 8,207 $1.46M 0.31% 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 8,137 $1.45M 1.79% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 8,130 $1.45M 0.1% +207 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 8,125 $1.44M +86 Timeline