Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 82,395 $2.28M 0.03% -3,208 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 82,178 $2.28M 0.23% +11,649 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 80,870 $2.24M 0.33% -1,327 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 80,807 $2.24M 1.65% +1,675 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 79,357 $2.2M 0.02% -5,440 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 78,688 $2.18M 0.13% +21,250 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 78,298 $2.17M 1.02% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 78,142 $2.16M 0.11% -2,738 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 78,038 $2.16M 0.03% +14,659 13F-HR Timeline Group Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 77,795 $2.15M 0.98% +64,843 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 77,739 $2.15M 0.62% +5 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 77,676 $2.15M 0.11% +35,171 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 77,398 $2.14M 0.5% +45 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 77,040 $2.13M 0.8% +1,069 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 76,741 $2.13M 0.74% -1,413 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 76,463 $2.12M 1.24% +3,099 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 77,377 $2.1M 0.77% +1,357 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 75,643 $2.08M 0.03% +5,950 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 74,904 $2.07M <0.01% -642 13F-HR Timeline Group Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 74,614 $2.07M 0.46% -298 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 74,452 $2.06M 0.44% -1,350 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 74,165 $2.05M 0.08% +25,389 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 74,094 $2.05M 0.21% +262 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 73,759 $2.04M 0.3% -2,332 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 73,677 $2.04M 0.55% -1,382 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 73,390 $2.03M 0.42% -212 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 72,677 $2.01M 0.2% +60 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 71,699 $1.99M 0.03% +16,944 13F-HR/A Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 71,666 $1.99M 0.04% +35,479 13F-HR Timeline Group Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 71,969 $1.98M 0.14% +43,927 13F-HR Timeline Group Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 82,405 $1.98M 0.62% +264 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 71,239 $1.97M 2.33% -309 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 70,759 $1.96M 0.25% -2,507 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 70,388 $1.95M 0.28% +8 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 70,371 $1.95M 0.55% -529 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 69,749 $1.93M 0.02% +2,408 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 69,339 $1.92M 0.15% +7,217 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 69,052 $1.91M 1.4% -10,458 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 69,016 $1.91M 0.17% -1,711 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 68,311 $1.89M 0.23% -285 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 68,179 $1.89M 0.09% 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 67,896 $1.88M 0.03% new 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 66,747 $1.85M 0.22% +491 13F-HR Timeline Diversified Investment Strategies, LLC More: the full row for Diversified Investment Strategies, LLC 66,491 $1.84M 1.19% -254 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 66,279 $1.84M 1.36% +9,485 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 66,149 $1.83M 0.1% +318 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 65,298 $1.81M 1.05% +9,593 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 65,198 $1.81M 0.17% +156 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 64,732 $1.79M 0.52% +976 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 64,570 $1.79M 1.05% +39,676 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 64,523 $1.79M 0.86% +3,408 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 64,306 $1.78M 0.19% +4,037 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 64,303 $1.78M 1.25% -635 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 64,075 $1.77M 0.19% +258 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 63,099 $1.75M <0.01% -149 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 62,860 $1.74M 0.01% +3,918 13F-HR Timeline Group FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 62,710 $1.74M 0.25% -6,372 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 62,565 $1.73M 0.8% +11,795 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 62,500 $1.73M 0.2% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 62,483 $1.73M 0.14% +3,072 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 62,128 $1.72M 0.37% +939 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 62,104 $1.72M 0.05% +33 13F-HR Timeline KRM WEALTH MANAGEMENT L.L.C. More: the full row for KRM WEALTH MANAGEMENT L.L.C. 61,967 $1.72M 0.76% -228 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 61,734 $1.71M 0.13% +6,712 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 61,214 $1.7M 0.08% +7,577 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 61,034 $1.69M 0.37% +237 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 60,586 $1.68M 1.26% +4,180 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 60,226 $1.67M 0.03% +3,411 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 60,139 $1.67M 0.12% -1,868 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 59,705 $1.65M <0.01% +21,201 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 59,396 $1.65M 0.51% -7,062 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 66,421 $1.64M 0.05% 0 13F-HR Timeline Wolfstich Capital, LLC More: the full row for Wolfstich Capital, LLC 51,215 $1.64M 1.27% new 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 59,254 $1.64M 1.47% +1,390 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 58,979 $1.63M 0.19% +50,390 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 58,759 $1.63M 0.49% -1,690 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 58,688 $1.63M 0.17% +584 13F-HR Timeline Carolina Wealth Management Inc More: the full row for Carolina Wealth Management Inc 58,595 $1.62M 0.75% 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 58,545 $1.62M 0.98% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 58,493 $1.62M 0.05% +19,699 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 58,315 $1.62M 0.32% +898 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 57,407 $1.59M 0.12% -3,712 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 57,194 $1.58M 0.21% +3,930 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 56,358 $1.56M 0.25% +3,563 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 56,094 $1.55M 0.13% 0 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 56,072 $1.55M 0.17% -15,809 13F-HR Timeline WLTH Capital Management, LLC More: the full row for WLTH Capital Management, LLC 56,017 $1.55M 0.99% -3,733 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 55,736 $1.54M 0.08% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 55,672 $1.54M 1.38% 0 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 56,314 $1.54M 0.5% -2,482 13F-HR Timeline R2 Capital Strategies, LLC More: the full row for R2 Capital Strategies, LLC 55,283 $1.53M 0.69% 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 55,257 $1.53M 0.71% +5,245 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 54,865 $1.52M 0.66% -213 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 54,788 $1.52M 0.81% +2,962 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 54,613 $1.51M 0.16% -614 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 54,327 $1.5M 0.03% +4,116 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 54,083 $1.5M 0.25% -516 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 53,730 $1.49M 0.02% +5,544 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 53,418 $1.48M 1.22% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 53,694 $1.48M 0.69% +3,804 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 53,068 $1.47M 0.65% +939 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 52,347 $1.45M 0.75% +4,070 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 51,945 $1.44M 0.84% +507 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 51,867 $1.44M 0.05% +1,434 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 51,458 $1.43M 0.01% +16,201 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 51,316 $1.42M 0.23% +11,821 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 50,998 $1.41M 0.07% +17,603 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 50,930 $1.41M 0.08% -3,759 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 50,754 $1.41M 0.14% +481 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 50,170 $1.39M 1.03% -1,110 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 49,909 $1.38M 1.19% +36 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 49,678 $1.38M 0.48% -3,197 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 49,667 $1.38M 0.02% -4,008 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 49,590 $1.37M 0.87% -189,720 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 49,588 $1.37M 1.3% +1,463 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 49,414 $1.37M 0.85% +1,338 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 49,242 $1.36M 0.2% +126 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 49,014 $1.36M 0.57% +12,334 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 48,940 $1.36M 0.22% +8,503 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 48,810 $1.35M 0.58% -988 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 48,679 $1.35M 0.24% -2,900 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 48,609 $1.35M 0.07% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 48,458 $1.34M 0.01% +18,266 13F-HR Timeline Group Plan A Wealth LLC More: the full row for Plan A Wealth LLC 48,425 $1.34M 0.57% -9,056 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 48,107 $1.33M 0.61% +821 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 47,975 $1.33M 0.01% -1,132 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 47,905 $1.33M 0.05% +18,053 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 47,863 $1.33M 0.37% -702 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 47,759 $1.32M 0.17% 0 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 47,684 $1.32M 0.22% +25,514 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 47,052 $1.3M 0.06% -1,289 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 46,972 $1.3M 0.05% new 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 45,295 $1.29M 0.85% -494 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 46,370 $1.28M 0.5% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 46,274 $1.28M 0.03% -3,685 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 46,244 $1.28M 0.46% -419 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 45,920 $1.27M 0.12% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 45,812 $1.27M 0.11% -3,648 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 51,036 $1.26M 0.28% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 45,485 $1.26M 0.31% +4,640 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 45,000 $1.25M 0.07% 0 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 44,780 $1.24M 0.77% +3,302 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 44,581 $1.23M 0.03% +2,490 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 44,544 $1.23M 0.06% +2,941 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 44,489 $1.23M 0.08% -911 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 44,373 $1.23M 0.69% 0 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 44,225 $1.23M 0.6% 0 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 44,122 $1.22M 0.82% +33 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 43,950 $1.22M 0.5% -1,944 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 43,552 $1.21M 0.38% +13,346 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 43,717 $1.21M 0.06% +4,940 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 43,446 $1.2M 0.07% +32,746 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 43,347 $1.2M 0.09% +259 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 43,158 $1.2M 0.02% +1,847 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 42,875 $1.19M 0.1% +2,996 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 42,859 $1.19M 0.27% +2 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 41,990 $1.16M 0.08% +3,341 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 41,979 $1.16M 0.04% -313 13F-HR Timeline Group SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 40,811 $1.15M 0.17% -893 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 41,570 $1.15M 0.01% -155 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 41,486 $1.15M 0.02% -12,524 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 41,417 $1.15M 0.19% +262 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 41,988 $1.15M 0.5% +547 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 41,359 $1.15M 0.06% -63,372 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 42,191 $1.14M 0.18% -505 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 41,153 $1.14M 0.46% -162 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 40,959 $1.13M 0.25% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 40,903 $1.13M 0.1% -1,717 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 41,282 $1.13M 0.27% -6,306 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 40,860 $1.13M 0.17% +13,536 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 40,624 $1.13M 0.11% +58 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 40,928 $1.12M 0.07% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 40,555 $1.12M 0.02% +11,549 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 40,460 $1.12M 1.01% -2,213 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 40,120 $1.11M 0.18% -3,070 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 40,075 $1.11M 0.23% -11,876 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 39,894 $1.11M 0.23% +37,223 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 39,642 $1.1M 0.04% -12,419 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 39,439 $1.09M 0.34% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 39,423 $1.09M 0.37% +236 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 39,357 $1.09M <0.01% +2,487 13F-HR Timeline Group Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 39,271 $1.09M 0.48% +1,887 13F-HR Timeline Black Cypress Capital Management, LLC More: the full row for Black Cypress Capital Management, LLC 39,244 $1.09M 0.73% -841 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 38,746 $1.07M 0.15% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 37,879 $1.05M 0.02% -1,747 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 37,815 $1.05M 0.58% -688 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 37,765 $1.05M 0.2% -526 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 37,744 $1.05M 0.09% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 37,559 $1.04M 0.06% -166 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 37,458 $1.04M 0.03% +867 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 37,376 $1.04M 0.49% -605 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 37,291 $1.03M 0.16% +1,343 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 37,253 $1.03M 0.02% +8,127 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 37,192 $1.03M 0.03% +1,007 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 37,101 $1.03M 0.19% +6,308 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 37,098 $1.03M 0.27% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 36,965 $1.02M 0.06% +2,016 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 36,940 $1.02M 0.03% -4,492 13F-HR Timeline Group Capital Square, LLC More: the full row for Capital Square, LLC 37,130 $1.02M 0.45% +16,097 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 36,732 $1.02M 0.53% +1 13F-HR Timeline