SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 11,495 $1.68M 0.19% +44 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $1.68M 0.73% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Headlands Technologies LLC More: the full row for Headlands Technologies LLC 11,488 $1.68M 0.19% -35,486 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 11,508 $1.68M 0.01% +7,342 13F-HR Timeline Group Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 11,453 $1.68M 0.46% +1,393 13F-HR Timeline Group Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 11,449 $1.67M 1.65% +428 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 11,410 $1.67M 1.24% +1,405 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 11,389 $1.67M 0.38% +356 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 11,346 $1.66M 0.03% -2,586 13F-HR Timeline Group MRA Advisory Group More: the full row for MRA Advisory Group 11,301 $1.65M 0.67% +1,002 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 11,256 $1.65M 0.37% -926 13F-HR/A Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 12,588 $1.64M 0.8% -14 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 11,222 $1.64M 1.48% +7,988 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 11,220 $1.64M 0.91% -1,935 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 11,209 $1.64M 0.17% +451 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 11,204 $1.64M 0.47% -88 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 11,170 $1.63M 0.28% +345 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 11,149 $1.63M 0.09% +550 13F-HR/A Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 11,126 $1.63M 0.44% 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 11,105 $1.62M 0.25% +373 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 11,102 $1.62M 0.47% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 11,095 $1.62M 0.1% -17,161 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 11,054 $1.62M 0.62% -9,063 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 9,084 $1.61M 1% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 11,022 $1.61M 0.13% -1,878 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 11,020 $1.61M 0.27% +3,622 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 11,200 $1.61M 0.21% -1,288 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 11,002 $1.61M 0.06% +5,651 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 11,000 $1.61M 0.23% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 10,993 $1.61M 0.31% +541 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 10,973 $1.61M 0.34% -263 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 10,950 $1.6M 0.22% +3,471 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 10,949 $1.6M 0.27% +242 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 10,942 $1.6M 0.04% +1,910 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 10,915 $1.6M 0.19% +1,579 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 10,904 $1.59M 0.05% -22,064 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 10,894 $1.59M 1.3% +725 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 10,888 $1.59M 0.08% -1,873 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 10,887 $1.59M 0.13% -295 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 10,883 $1.59M 0.39% -656 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 10,873 $1.59M 0.2% new 13F-HR/A Timeline Group FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 10,867 $1.59M 0.26% -935 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 10,850 $1.59M 0.43% +7,005 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 10,842 $1.59M 0.44% -1,345 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 10,809 $1.58M 0.04% -484 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 10,776 $1.58M 0.04% -108 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 10,750 $1.57M 0.33% new 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 10,747 $1.57M 0.44% +3,866 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 10,744 $1.57M 0.1% +2,003 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 10,736 $1.57M 1.56% -159 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 10,692 $1.56M 0.43% +146 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 10,654 $1.56M 0.96% +158 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 10,623 $1.55M 0.87% -411 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 10,608 $1.55M 0.72% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 10,600 $1.55M 0.36% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 10,541 $1.54M 0.29% +6,299 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 10,535 $1.54M 0.14% -15,424 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 10,531 $1.54M 0.07% +2,656 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 10,509 $1.54M 0.42% +749 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 10,374 $1.53M 0.17% +439 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 10,476 $1.53M 0.11% +474 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 10,473 $1.53M 0.17% +2,217 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 10,441 $1.53M 0.12% +2,873 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 10,745 $1.53M 1.08% -780 13F-HR/A Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 10,418 $1.52M 0.94% -500 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 10,417 $1.52M 0.34% -1,217 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 10,403 $1.52M 0.07% -660 13F-HR Timeline Franchise GP Ltd More: the full row for Franchise GP Ltd 10,400 $1.52M 0.56% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10,387 $1.52M 0.12% -166 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 10,371 $1.52M 0.16% +560 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 10,310 $1.51M 0.13% -3,700 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 10,300 $1.51M 0.94% -820 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 10,284 $1.5M 0.53% +2,340 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 10,279 $1.5M 0.69% +9,000 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 10,275 $1.5M 0.1% +1,080 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 10,256 $1.5M 0.55% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 10,235 $1.5M 0.31% +2,028 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 10,219 $1.49M 0.88% +160 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 10,219 $1.49M 0.37% -770 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 10,204 $1.49M 0.15% +1,890 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 10,197 $1.49M 0.05% -1,587 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 10,197 $1.49M 0.02% +1,530 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 10,182 $1.49M 0.08% +582 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 10,175 $1.49M 0.18% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 10,163 $1.49M 0.2% -1,326 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 10,154 $1.49M 0.26% +2,607 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 10,099 $1.48M 0.83% +122 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 10,098 $1.48M 0.21% -1,878 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 10,091 $1.48M 0.76% -50 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 10,089 $1.48M 0.12% -221 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 10,079 $1.47M 0.65% +8,942 13F-HR Timeline Themes Management Co LLC More: the full row for Themes Management Co LLC 10,061 $1.47M 0.91% +2,536 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 10,046 $1.47M 0.14% +7,701 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 10,042 $1.47M 1.31% -674 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 10,000 $1.46M 2.43% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 9,976 $1.46M 0.02% +5,876 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 9,956 $1.46M 0.33% +326 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 9,953 $1.46M 0.85% +1,338 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 9,950 $1.46M 0.73% +1,990 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 9,950 $1.46M 0.63% -461 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 9,944 $1.45M 0.07% +9,363 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 9,859 $1.44M 0.21% +153 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 9,858 $1.44M 1.16% +1,752 13F-HR Timeline Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 9,832 $1.44M 0.82% new 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 9,827 $1.44M 0.5% +998 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 9,816 $1.44M 0.05% new 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 9,791 $1.43M 0.63% 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,781 $1.43M 0.17% +660 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 9,738 $1.42M 1.31% +2,726 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 9,732 $1.42M 0.23% +359 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 9,719 $1.42M 0.17% -5,714 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 10,685 $1.41M 0.61% +4,858 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,633 $1.41M 0.32% +1,151 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 9,598 $1.4M 0.32% +551 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 9,575 $1.4M 0.11% +1,014 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 9,545 $1.4M 0.37% +2,168 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 9,527 $1.39M 0.11% -1,108 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 9,506 $1.39M 0.63% -1,150 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 9,500 $1.39M 0.46% -1,000 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 9,498 $1.39M 0.27% +2,087 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 9,464 $1.38M 0.09% +63 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 9,463 $1.38M 0.09% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 9,462 $1.38M 0.37% +6 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 9,444 $1.38M 0.1% -34 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 9,457 $1.38M 0.15% -356 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 9,436 $1.38M 0.23% +7,685 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 9,410 $1.38M 0.69% -223 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 9,355 $1.37M 0.1% -900 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 7,685 $1.36M 0.97% -17 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 9,314 $1.36M 0.11% +1,881 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 9,305 $1.36M 0.05% +5,147 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 9,285 $1.36M 0.43% +300 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 9,239 $1.35M 0.11% -155 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 9,212 $1.35M 0.02% -223 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 9,202 $1.35M 0.07% 0 13F-HR Timeline Group UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 9,187 $1.35M 0.09% +388 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 9,186 $1.34M 0.76% +180 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 9,176 $1.34M 0.35% -8,840 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9,172 $1.34M 0.13% +1,177 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 9,150 $1.34M 0.19% +4,051 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 9,135 $1.34M 0.62% -8 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 9,133 $1.34M 1.37% +1,967 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,121 $1.33M 0.07% +793 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 9,108 $1.33M 0.46% -550 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 9,092 $1.33M 0.46% -4 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 9,078 $1.33M 0.17% +1,708 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,068 $1.33M 0.15% +58 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 9,057 $1.32M 0.74% +940 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 9,048 $1.32M 0.79% +5,249 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 9,041 $1.32M 0.16% +84 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 9,015 $1.32M 0.05% +25 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 9,014 $1.32M 0.65% +1,681 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 9,008 $1.32M 0.07% +1,336 13F-HR Timeline Group Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 9,002 $1.32M 0.26% +1,554 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 8,999 $1.32M 0.65% -11,781 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 8,995 $1.32M 0.3% +299 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 8,974 $1.31M 0.47% +152 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 8,907 $1.3M 0.03% -2,383 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 8,905 $1.3M 0.41% +4,263 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 8,894 $1.3M 0.64% +376 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 8,862 $1.3M 1.11% +1,247 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 8,856 $1.3M 0.29% -3,545 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 8,837 $1.29M 0.36% 0 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 8,815 $1.29M 0.11% +699 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 8,772 $1.28M 0.12% -5 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 8,772 $1.28M 0.06% -39 13F-HR Timeline Group Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 8,769 $1.28M 0.89% -24 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 8,741 $1.28M 0.27% +353 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 8,705 $1.27M 0.2% +441 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 8,700 $1.27M 0.03% +5,000 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 8,670 $1.27M 1.29% -507 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 8,666 $1.27M 0.9% 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 8,654 $1.27M 0.09% +60 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 8,654 $1.27M 2.17% -7,532 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 8,636 $1.26M 0.04% +963 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 8,624 $1.26M 0.46% -376 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 8,623 $1.26M 0.62% +85 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 8,612 $1.26M 0.05% +274 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 8,598 $1.26M 0.85% -2,509 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 8,593 $1.26M 0.13% -521 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 8,592 $1.26M 0.42% -1,950 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 8,575 $1.25M 0.13% -974 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 8,545 $1.25M 0.09% +242 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,539 $1.25M 0.04% -1,312 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 8,503 $1.24M 0.09% +1,470 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 8,496 $1.24M 0.95% +1,664 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 8,486 $1.24M 0.03% -5,041 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 8,479 $1.24M 0.93% +1,731 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 8,478 $1.24M +353 Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 8,464 $1.24M 0.05% -4,167 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 8,457 $1.24M 0.09% +327 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 8,454 $1.24M 0.14% -587 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 8,448 $1.24M 0.57% +640 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 8,423 $1.23M 0.03% +205 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 8,402 $1.23M 0.15% +1,674 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 8,387 $1.23M 1.13% +1,826 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 8,374 $1.22M 1.13% -95 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 8,345 $1.22M 0.05% new 13F-HR Timeline Group Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 8,346 $1.22M 0.81% +4 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 8,329 $1.22M 0.23% -7,281 13F-HR Timeline