Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 4,365 $929K 0.09% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,364 $929K 0.02% +1,767 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,341 $924K 0.09% -545 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,302 $915K 0.27% -86 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 4,276 $910K 0.25% -55 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 4,257 $906K 0.18% -697 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 4,257 $906K 0.42% +7 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 4,248 $904K 0.11% +367 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 4,246 $903K 0.46% -49 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,245 $903K 0.07% -1,500 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 4,238 $902K 0.48% -494 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,233 $901K 0.03% +898 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 4,232 $900K 0.6% new 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 4,220 $898K 0.13% -1,818 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 4,203 $894K 0.52% -577 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 4,167 $887K 0.15% -688 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,160 $885K 0.32% +65 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 4,154 $884K 0.81% 0 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 4,145 $882K 0.2% new 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,137 $881K 0.14% -2,871 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,138 $881K 0.27% +82 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 4,136 $880K 0.42% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 4,133 $879K 0.18% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,125 $878K 0.05% +274 13F-HR Timeline Rench Wealth Management, Inc. 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More: the full row for McLaughlin Asset Management, Inc. 3,785 $805K 0.62% +34 13F-HR/A Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,782 $805K 0.18% +987 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 3,781 $805K 0.05% -5 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,777 $804K 0.05% -69 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 3,768 $802K 0.09% -62 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 3,750 $798K 0.08% new 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 3,750 $798K 0.4% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,738 $795K 0.11% +60 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 3,721 $792K 0.19% +2,021 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 3,601 $791K 0.47% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,710 $789K 0.22% +73 13F-HR Timeline Collaborative Capital Advisors LLC More: the full row for Collaborative Capital Advisors LLC 3,710 $789K 0.5% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 3,701 $787K 0.32% +2,629 13F-HR Timeline Group Orcam Financial Group More: the full row for Orcam Financial Group 3,695 $786K 0.38% +481 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 3,688 $785K 0.43% -240 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $783K 0.19% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Chicago Wealth Management, Inc. 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More: the full row for Mission Creek Capital Partners, Inc. 3,639 $774K 0.14% -59 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,631 $773K 0.27% +1,584 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 3,619 $770K 0.57% +10 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,610 $768K 0.07% -108 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 3,606 $767K 0.19% +294 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 3,600 $766K 0.02% 0 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 3,598 $766K 0.13% +1,010 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 3,588 $763K 0.01% -1,167 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 3,587 $763K 0.44% 0 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 3,587 $763K 0.39% -3,222 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,583 $762K 0.03% +416 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,581 $762K 0.01% -9,699 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,576 $761K 0.23% -1,907 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,569 $759K 0.2% -160 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,559 $757K 0.06% +713 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 3,555 $756K 0.12% +1 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 3,542 $754K 0.21% -1,990 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3,538 $753K 0.15% +1,100 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 3,520 $749K 1.04% +70 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,512 $747K 0.06% -40 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,502 $745K 0.07% +378 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,488 $742K <0.01% +223 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,459 $736K 0.02% +1,395 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 3,458 $736K 0.54% +11 13F-HR Timeline Independent Wealth Network Inc. 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More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 3,411 $726K 0.26% -265 13F-HR Timeline 6th Street Advisors, LLC More: the full row for 6th Street Advisors, LLC 3,404 $724K 0.42% -787 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 3,395 $722K 0.1% -2,570 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3,394 $722K 0.14% -1,941 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 3,390 $721K 0.08% +13 13F-HR Timeline Hartford Financial Management Inc. 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More: the full row for Cordant, Inc. 3,353 $713K 0.26% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3,347 $712K 0.14% -5,393 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 3,346 $712K 0.3% +1,233 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,344 $712K 0.04% -3 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,334 $709K 0.04% +467 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,333 $709K 0.05% +60 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 3,277 $697K 0.14% +250 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 3,259 $693K 0.03% +31 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 3,105 $692K 0.57% -209 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 3,249 $691K 0.41% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,236 $689K 0.43% +1 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 3,590 $688K 0.28% -146 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,232 $688K 0.09% -253 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,231 $687K 0.05% +33 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,226 $686K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,213 $684K 0.15% -101 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 3,204 $682K 0.16% -41 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 3,178 $676K 0.44% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,169 $674K 0.14% +167 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 3,166 $674K 0.01% +9 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 3,160 $672K 0.17% +662 13F-HR Timeline Mathes Company, Inc. 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More: the full row for INVESTMENT PARTNERS, LTD. 3,031 $645K 0.2% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,989 $642K 0.04% 0 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 3,018 $642K 0.17% -48 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 3,014 $642K <0.01% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,945 $639K 0.04% +119 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,001 $639K 0.06% 0 13F-HR Timeline Absolute Gestao de Investimentos Ltda. More: the full row for Absolute Gestao de Investimentos Ltda. 3,000 $638K 0.18% new 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,000 $638K 0.11% -36 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,999 $638K 0.05% -80 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 3,000 $638K 0.24% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,994 $637K 0.04% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,991 $636K 0.01% +26 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 2,959 $635K 0.2% 0 13F-HR Timeline Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 2,973 $633K 0.43% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,966 $631K 0.04% -113 13F-HR Timeline Washington Trust Advisors, Inc. 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