Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 11,295 $849K 0.44% -72 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 11,212 $843K <0.01% -167 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 11,145 $838K 0.05% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 11,131 $837K 0.02% +123 13F-HR/A Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 11,115 $836K 0.68% +11 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 11,024 $829K 0.02% -63 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 11,000 $827K 0.15% 0 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 10,919 $821K 0.21% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,889 $819K 0.03% +4,227 13F-HR/A Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 9,959 $801K 0.03% -957 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 10,535 $792K 0.32% -392 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 10,512 $790K 0.01% +2,113 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 10,431 $784K 0.02% -663 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 10,258 $771K 0.01% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,169 $765K 0.01% -387 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,096 $759K 0.01% +4,925 13F-HR Timeline Group Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 10,074 $757K 0.03% 0 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 9,947 $748K 0.25% +419 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 9,743 $733K 0.54% +88 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 9,705 $730K 0.07% new 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 9,632 $724K 0.1% 0 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 9,528 $716K 0.22% -2,080 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 9,508 $715K 0.27% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 9,507 $715K 0.01% -5,542 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 9,477 $713K <0.01% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 9,346 $703K <0.01% +1,754 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 9,235 $694K 0.03% -210 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 9,233 $694K 0.02% +300 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 9,220 $693K 0.04% -40 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 9,203 $692K <0.01% +986 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 9,152 $688K 0.56% 0 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 8,954 $673K 0.22% +12 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,744 $657K <0.01% +169 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 8,567 $644K 0.54% +13 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 8,543 $642K 0.05% +5,471 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 8,906 $635K 0.27% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 8,294 $624K 0.15% +1,337 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 8,286 $623K 0.14% -50 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 8,279 $622K 0.08% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 8,187 $616K 0.3% -271 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 8,179 $615K 0.36% -219 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,126 $611K 0.01% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,095 $609K 0.02% +2,886 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 8,003 $590K 0.54% +182 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 7,808 $587K 0.03% 0 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 7,794 $586K 0.29% +25 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 7,789 $586K 0.02% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,773 $584K <0.01% -379 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 7,764 $584K 0.04% -1,149 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,715 $580K 0.02% +96 13F-HR Timeline Group Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 7,373 $554K 0.54% -40 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,363 $554K 0.03% -3,780 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 7,353 $553K 0.14% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 7,237 $544K <0.01% -1,288 13F-HR/A Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 7,196 $541K 0.01% +42 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,164 $539K 0.01% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6,981 $525K 0.06% -685 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 6,599 $523K 0.32% +2 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 6,944 $522K +2,337 Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 6,831 $514K 0.21% -20 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,781 $510K 0.02% -9 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 6,681 $502K 0.38% -129 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 6,536 $491K 0.03% -488 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 6,474 $487K 0.14% -564 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 6,439 $484K 0.22% +16 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 6,399 $481K 0.03% +2 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,354 $478K 0.03% -442 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 6,332 $476K 0.16% +24 13F-HR/A Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 6,321 $475K 0.15% +56 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 6,278 $472K 0.05% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,156 $463K 0.02% +199 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 6,284 $462K 0.52% -1,261 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 6,109 $459K 0.27% -38 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 6,060 $456K 0.01% 0 13F-HR Timeline Group Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 5,800 $436K 0.07% +1 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,705 $429K 0.01% 0 13F-HR Timeline Group Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 5,693 $428K 0.08% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 5,634 $424K 0.05% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 5,500 $414K 0.06% 0 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 5,489 $413K 0.17% -56 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 5,412 $407K new Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 5,405 $406K 0.15% +16 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 5,400 $406K 0.03% +5 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 5,325 $400K 0.06% -827 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 5,305 $399K 0.01% -37 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 5,248 $395K 0.03% 0 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 5,220 $393K 0.08% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 5,205 $391K 0.02% 0 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 5,200 $391K 0.12% -5,000 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 5,159 $388K 0.09% -192 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 5,129 $386K 0.05% +20 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 5,126 $385K 0.18% +73 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,104 $384K <0.01% -6,201 13F-HR Timeline Group Retireful, LLC More: the full row for Retireful, LLC 5,082 $382K 0.54% -254 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 5,033 $378K <0.01% -146 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,032 $378K <0.01% new 13F-HR Timeline Group ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 5,030 $378K 0.34% -1,747 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,021 $378K 0.03% +310 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 4,994 $375K 0.16% +65 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 4,988 $375K 0.03% +1,943 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,952 $372K 0.01% +133 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 4,943 $372K 0.3% +2,039 13F-HR Timeline AEGON USA Investment Management, LLC More: the full row for AEGON USA Investment Management, LLC 4,920 $370K 0.29% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,898 $368K <0.01% 0 13F-HR Timeline Group Bank of Marin More: the full row for Bank of Marin 4,836 $364K 0.27% -111 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,829 $363K 0.01% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,828 $363K 0.02% +56 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 4,828 $363K 0.17% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 4,820 $362K 0.57% +8 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 4,805 $361K 0.07% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,721 $355K 0.02% +5 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 4,716 $355K 0.19% -6 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,711 $354K 0.01% -481 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 4,624 $348K 0.02% -67 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 4,589 $345K 0.03% -110 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 4,529 $341K <0.01% +220 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,516 $340K <0.01% new 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 4,495 $338K 0.01% 0 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 4,484 $337K 0.19% 0 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 4,471 $336K 0.12% +1,527 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,437 $334K 0.01% -380 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,382 $329K 0.11% -232 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,361 $328K <0.01% -786 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 4,354 $327K 0.02% +6 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,352 $327K 0.01% -87 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 4,312 $324K 0.09% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,310 $324K 0.02% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,300 $323K 0.01% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,289 $323K <0.01% +636 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 4,272 $321K 0.3% -154 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 4,269 $321K 0.12% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 4,250 $320K <0.01% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 4,249 $319K 0.11% +537 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,241 $319K 0.02% +6 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 4,232 $318K <0.01% +3,082 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,191 $315K <0.01% +11 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 4,148 $312K 0.17% +336 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 4,000 $301K 0.05% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,795 $285K 0.02% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,782 $284K 0.02% 0 13F-HR/A Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 3,742 $281K 0.15% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,733 $281K 0.02% -120 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,724 $280K 0.02% +10 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 3,653 $279K 0.08% +207 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 3,697 $278K 0.02% +1 13F-HR Timeline Group ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 3,632 $273K 0.07% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,630 $273K 0.03% -240 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,681 $272K 0 Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 3,592 $270K 0.05% +12 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,552 $267K <0.01% -1,292 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,524 $265K 0.03% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 3,521 $265K 0.05% 0 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 3,508 $264K 0.01% -295 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 3,483 $262K 0.13% +371 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,464 $260K <0.01% new 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,445 $259K <0.01% +207 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,444 $259K 0.02% new 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 3,431 $258K 0.03% -968 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 3,431 $258K 0.22% new 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 3,421 $257K 0.11% -101 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 3,408 $256K 0.21% +171 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 3,322 $250K 0.11% 0 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 3,316 $249K 0.15% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,010 $249K 0.01% +40 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 3,295 $248K 0.13% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,281 $247K 0.02% +1,248 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,234 $243K 0.02% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,233 $243K <0.01% 0 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,233 $243K 0.01% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,231 $243K 0.11% new 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,215 $242K 0.08% +3 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,209 $241K 0.07% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,200 $241K 0.01% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,175 $239K 0.02% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 3,143 $236K 0.01% new 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 3,110 $234K 0.07% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,105 $233K <0.01% -1,270 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,941 $233K 0.01% -837 13F-HR/A Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 3,080 $232K 0.05% -66 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 3,064 $230K 0.26% -4 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 3,020 $227K 0.18% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 3,013 $227K 0.03% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,998 $225K 0.01% -5,744 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,968 $223K 0.01% +983 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 2,960 $223K 0.09% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,953 $222K 0.05% -71 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,949 $222K 0.04% +11 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 2,915 $219K 0.03% new 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 2,903 $218K 0.23% +11 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,892 $217K 0.01% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,859 $215K <0.01% new 13F-HR/A Timeline Group Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 2,841 $214K 0.11% new 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 2,832 $213K 0.06% 0 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 2,816 $212K 0.16% -55 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,815 $212K 0.02% 0 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 2,814 $212K 0.09% new 13F-HR/A Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,805 $211K 0.04% +1,194 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,730 $205K 0.01% -15 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 2,517 $203K 0.06% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,684 $202K <0.01% -408 13F-HR Timeline