DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,854 $952K 0.01% +711 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,696 $948K 0.04% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,825 $945K 0.06% +195 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 3,816 $943K 0.55% +35 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,793 $937K 0.03% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 3,788 $936K <0.01% -11,367 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 3,773 $932K 0.16% -57 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,725 $921K 0.14% new 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 3,609 $892K 0.52% +1,292 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,587 $886K 0.01% +197 13F-HR/A Timeline Group SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 3,545 $880K 0.17% -1,874 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 3,509 $867K 0.38% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3,475 $859K 0.21% +584 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,451 $853K 0.02% -80 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 3,438 $850K 0.63% +205 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,438 $849K <0.01% +2,228 13F-HR Timeline Group Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 3,435 $849K 0.49% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 3,416 $844K 0.22% -667 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,337 $829K 0.41% +3,005 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 3,347 $827K 0.64% +536 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 3,344 $826K 0.21% +21 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,306 $817K 0.05% +812 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 3,279 $810K 0.16% -36 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,279 $810K 0.01% +2,134 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,269 $808K 0.04% +421 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 3,261 $806K 0.72% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,217 $795K 0.14% +424 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 3,211 $794K 0.22% -2,674 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 3,212 $793K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,208 $793K 0.08% -305 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 3,191 $789K 0.4% -379 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,132 $774K <0.01% +503 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 3,095 $765K 0.24% +3 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,077 $760K 0.28% +31 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 3,059 $756K 0.25% -577 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 3,049 $753K 0.04% -179 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 2,995 $740K 0.03% -95 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 2,969 $734K 0.67% +231 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 2,962 $732K 0.62% +470 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,957 $731K 0.25% +34 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,955 $730K 0.16% +680 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,949 $729K 0.06% -109 13F-HR/A Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,938 $726K 0.03% new 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 2,919 $721K 0.35% +186 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,913 $720K <0.01% new 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,896 $716K 0.06% +790 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 2,889 $714K 0.29% +144 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,885 $713K 0.01% +405 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 2,837 $701K 0.34% -6,356 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 2,827 $699K 0.19% +508 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,789 $689K 0.23% +450 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,760 $682K 0.23% +286 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2,747 $679K 0.49% +147 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,699 $667K 0.15% +147 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 2,667 $659K 0.38% -4 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 2,660 $657K 0.84% +828 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,657 $657K 0.05% +743 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 2,655 $656K 0.14% +1,070 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,631 $650K 0.12% -1,580 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,619 $647K 0.05% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,609 $645K 0.01% -440 13F-HR/A Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,570 $635K 0.01% -368 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,567 $634K 0.02% +1,653 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 2,558 $632K 0.4% -16 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,552 $631K 0.01% +1,377 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,533 $626K 0.04% -1 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 2,492 $624K 0.15% -135 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 2,496 $617K 0.48% 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,492 $616K <0.01% +322 13F-HR Timeline Group Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 2,483 $614K 0.21% -380 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,477 $612K 0.06% -113 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 2,473 $611K 0.22% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,422 $598K 0.04% +967 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 2,415 $597K 0.48% +40 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,410 $596K 0.2% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,380 $588K 0.02% +941 13F-HR Timeline Group ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 2,376 $587K 0.16% -278 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,248 $556K 0.13% +5 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,238 $553K 0.19% -231 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 2,224 $550K 0.28% +695 13F-HR Timeline Share Andrew L. More: the full row for Share Andrew L. 2,200 $544K 0.38% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,191 $541K 0.01% +397 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 2,115 $523K 0.29% -152 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,086 $516K 0.01% +477 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 2,066 $511K 0.34% +185 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,060 $509K 0.06% +2 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,052 $507K 0.03% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,049 $506K 0.1% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,045 $505K 0.04% +285 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 2,042 $505K 0.22% new 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,040 $504K 0.08% +55 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,019 $499K 0.01% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,011 $497K 0.24% -719 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,005 $496K 0.03% new 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,000 $494K 0.17% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,000 $494K 0.21% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,988 $491K 0.02% +28 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,986 $491K <0.01% new 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,955 $483K 0.1% +100 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 1,941 $480K 0.34% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,928 $476K 0.14% -19 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,923 $475K 0.02% +449 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 1,918 $474K 0.17% +427 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,907 $471K 0.01% -324 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 1,904 $471K 0.15% -161 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 1,891 $467K 0.21% +373 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,868 $462K 0.02% +657 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 1,866 $461K 0.34% +3 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,851 $457K 0.01% +609 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,851 $457K 0.02% +355 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 1,839 $454K 0.25% +150 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,833 $453K 0.04% +330 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 1,824 $451K 0.12% new 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 1,824 $451K 0.09% +417 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 1,812 $448K 0.3% 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 1,961 $445K 0.05% +198 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,796 $444K 0.03% 0 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,787 $442K 0.03% +294 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 1,775 $439K 0.16% -362 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 1,754 $433K 0.01% new 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 1,753 $433K 0.08% +288 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,743 $431K 0.03% -800 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 1,740 $430K 0.02% +165 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 1,735 $429K 0.04% +287 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 1,726 $427K 0.13% +167 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 1,714 $424K 0.11% -3,234 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,689 $417K 0.02% +265 13F-HR Timeline Group IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,676 $414K 0.07% -259 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 1,673 $413K 0.16% -332 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 1,659 $410K 0.17% +540 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,639 $405K 0.06% -165 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,633 $404K 0.07% +127 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,629 $402K 0.05% -104 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,549 $389K 0.13% new 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,575 $389K 0.01% +1 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,550 $383K 0.01% new 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 1,549 $383K <0.01% +155 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,548 $382K 0.06% +1 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,540 $380K 0.02% -912 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 1,531 $378K 0.31% +1 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,522 $376K <0.01% +123 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 1,522 $376K 0.14% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,516 $374K 0.04% +334 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,510 $373K 0.07% +5 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,508 $372K 0.13% +50 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,504 $372K 0.06% 0 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 1,497 $370K 0.07% +31 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,496 $370K 0.03% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,483 $366K 0.02% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,450 $365K 0.04% +38 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,430 $363K 0.09% +3 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,467 $363K 0.01% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,463 $362K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,459 $361K 0.01% new 13F-HR/A Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,454 $359K 0.16% 0 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1,446 $357K -2,146 Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,439 $356K 0.01% +332 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,435 $355K 0.1% +178 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,424 $352K 0.13% -213 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,423 $352K 0.02% +221 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,415 $350K 0.04% +50 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 1,408 $348K 0.15% +11 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 1,402 $346K 0.13% +222 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 1,397 $346K <0.01% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,380 $343K 0.01% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,377 $342K 0.08% +147 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,383 $342K <0.01% +644 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 1,366 $337K 0.07% -1,569 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,357 $335K 0.01% +26 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,355 $335K 0.01% +194 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 1,350 $334K 0.03% -170 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,347 $333K 0.09% new 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 1,339 $331K 0.05% +2 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,339 $331K 0.02% +24 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,334 $330K 0.14% +181 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 1,319 $326K 0.2% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,307 $323K 0.04% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,297 $321K 0.03% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,295 $320K 0.03% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,285 $317K 0.02% +1 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,284 $317K <0.01% +1 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,270 $314K 0.03% +171 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,267 $313K 0.01% +505 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,262 $312K 0.01% new 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 1,256 $310K 0.03% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,250 $309K 0.06% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,246 $308K 0.01% +62 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,244 $307K 0.05% +41 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 1,243 $307K 0.03% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,236 $305K 0.08% -36,682 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 1,234 $305K 0.03% -35 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 1,234 $305K 0.12% new 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,233 $305K 0.03% new 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 1,203 $297K 0.07% -627 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,202 $297K <0.01% +22 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,201 $297K 0.21% -72 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,200 $297K 0.02% +200 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 1,200 $297K 0.18% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,200 $297K 0.07% -380 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,190 $294K 0.04% 0 13F-HR Timeline