NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 71,633 $2.16M 0.16% -6,093 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 71,493 $2.15M 0.18% -4,217 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 71,010 $2.14M 0.16% -135 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 70,447 $2.12M 0.73% +20,404 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 68,499 $2.06M 1.64% -722 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 68,369 $2.06M 0.09% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 67,333 $2.03M 0.15% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 66,959 $2.02M 0.33% +1,728 13F-HR/A Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 66,239 $1.98M 0.09% +3,900 13F-HR Timeline SOROS FUND MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS FUND MANAGEMENT LLC 65,336 $1.97M 0.04% +15,052 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 65,150 $1.96M 0.06% +500 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 64,702 $1.95M <0.01% +2,147 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 63,849 $1.92M 0.04% +52,719 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 61,987 $1.87M 0.07% -12,577 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 61,781 $1.86M 0.23% +54,127 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 61,595 $1.85M 0.06% -1,254 13F-HR Timeline MidAtlantic Capital Management, Inc. 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More: the full row for Money Design Co.,Ltd. 57,745 $1.74M 0.09% -45,563 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 57,117 $1.72M <0.01% new 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 55,879 $1.68M 0.13% -799 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 55,308 $1.66M 0.03% +10,369 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 55,091 $1.66M 0.18% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 54,357 $1.64M 0.02% -43,046 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 53,840 $1.62M 0.07% +5,449 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 52,762 $1.59M 0.23% -465 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 52,390 $1.58M 0.15% +480 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 52,213 $1.57M 0.07% -976 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 51,811 $1.56M 0.2% +700 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 51,695 $1.55M 0.2% +38,619 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 51,482 $1.55M 0.64% +5,885 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 50,641 $1.52M 0.02% +19,699 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 50,585 $1.52M 0.25% -6,633 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 50,426 $1.52M 0.16% -8,798 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 50,636 $1.52M 0.52% -188 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 50,206 $1.51M 0.03% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 48,974 $1.47M 0.11% +318 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 48,573 $1.46M 0.15% -1,500 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 48,170 $1.45M 0.46% -755 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 47,838 $1.44M <0.01% -1,131 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 47,231 $1.42M 0.02% -178,797 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 47,096 $1.42M 0.99% +10,093 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 46,761 $1.41M <0.01% +31,000 13F-HR/A Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 45,808 $1.38M 0.01% +20,589 13F-HR Timeline Group Mechanics Financial Corp More: the full row for Mechanics Financial Corp 45,505 $1.37M 0.62% +7,557 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 45,381 $1.37M 0.16% +1,748 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 44,488 $1.34M 0.39% -2,103 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 44,439 $1.34M 0.07% -5,945 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 44,230 $1.33M 0.43% -4,593 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 44,218 $1.33M 0.56% +4,153 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 43,859 $1.32M 0.45% +22,256 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 43,772 $1.32M 0.77% -3,927 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 43,718 $1.32M 0.19% +5,957 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 43,374 $1.31M 0.07% +4,887 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 42,661 $1.28M 0.06% -6,027 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 42,187 $1.27M 0.08% +6,800 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 42,060 $1.27M 0.02% +5,111 13F-HR Timeline Group BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 40,169 $1.21M 0.94% +26,833 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 40,080 $1.21M 0.09% +500 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 39,444 $1.19M 0.01% +1,240 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 39,424 $1.19M 0.06% +16,235 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 38,785 $1.17M 0.04% -1,306 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 38,348 $1.15M 0.11% -583 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 37,615 $1.13M 0.31% +19,112 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 37,369 $1.12M 0.13% -4,500 13F-HR Timeline First Horizon Advisors, Inc. 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More: the full row for GWN SECURITIES INC. 31,851 $959K 0.05% +17,248 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 31,646 $949K 0.07% -525 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 31,163 $938K <0.01% -3,039 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 31,054 $935K <0.01% new 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 30,962 $932K <0.01% +3,748 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 30,663 $923K 0.02% -3,600 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 29,885 $900K 0.37% new 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 29,614 $891K 0.08% +1,261 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 29,111 $876K 0.03% -3,855 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 29,083 $875K 1.01% -2,962 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 29,051 $871K 0.49% +14,226 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 28,835 $868K 0.22% +11,894 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 28,608 $862K 0.09% +28,483 13F-HR Timeline Group CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 28,228 $850K 0.32% +1,865 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 28,080 $845K 0.1% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 27,662 $833K <0.01% -1,250 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 26,911 $810K 0.26% +55 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 26,535 $799K 0.08% +3,757 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 26,501 $798K 2.04% +14,442 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 26,189 $788K 0.15% +10,800 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 25,911 $780K 0.3% -14,351 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 25,624 $771K 0.01% +2,462 13F-HR/A Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 24,577 $740K 0.01% -13,039 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 24,547 $739K 0.23% -26 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 23,676 $713K 0.59% +1,036 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 23,425 $705K 0.09% +6,880 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 23,350 $703K 0.03% 0 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 23,213 $699K 0.36% -983 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 23,097 $695K 0.02% -1,961 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 22,679 $683K 0.06% +1,264 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 22,651 $682K 0.1% +5,477 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 22,227 $669K 0.07% -3,967 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 22,135 $666K <0.01% -276 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 21,786 $656K -4,725 Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 21,581 $649K 0.06% -3,473 13F-HR/A Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 21,271 $640K 0.29% -724 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 20,844 $627K 0.04% +13,940 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 20,840 $627K 0.21% -1,181 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 20,803 $626K 0.5% +309 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 20,790 $626K 0.03% -226 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 20,620 $621K 0.01% -2,855 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 20,311 $611K 0.2% -127 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 20,199 $608K 0.09% -362 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 20,074 $604K 0.01% -1,045 13F-HR Timeline Group Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 19,857 $598K 0.24% +4,782 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 19,273 $577K <0.01% -54,128 13F-HR/A Timeline Group BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 18,309 $551K 0.19% -1,513 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 17,409 $524K 0.05% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 17,391 $523K <0.01% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 16,967 $511K 0.03% +4,504 13F-HR/A Timeline Group Marion Wealth Management More: the full row for Marion Wealth Management 16,447 $495K 0.13% -1,980 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 16,315 $491K 0.45% +117 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 16,148 $486K 0.04% -10,228 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 16,082 $484K 0.02% +1,435 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 16,045 $483K 0.27% +2,720 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 15,857 $477K 0.2% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 15,758 $474K 0.15% -4,940 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 15,690 $472K 0.1% +14,990 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 15,483 $466K 0.01% +6,503 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 15,158 $456K <0.01% -430 13F-HR/A Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 15,110 $455K 0.03% +389 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 14,963 $450K 0.15% -380 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 14,909 $449K 0.22% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 14,886 $448K 0.17% -785 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 14,764 $444K 0.01% -1,027 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 14,674 $442K 0.02% +168 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 14,500 $436K <0.01% new 13F-HR Timeline Group Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 14,498 $436K 0.09% 0 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 14,400 $433K 0.27% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 14,305 $431K <0.01% -2,641 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 14,262 $429K <0.01% +106 13F-HR Timeline Group JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 14,168 $426K 0.17% -1,075 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 14,157 $426K 0.08% +248 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 14,123 $425K 0.33% +1,420 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 14,169 $423K -220,848 Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 13,976 $421K 0.03% -1,548 13F-HR Timeline Group Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 13,940 $420K 0.02% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 13,879 $418K 0.16% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 13,510 $407K 0.18% -2,700 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 13,481 $406K 0.21% -776 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 13,393 $403K 0.27% -9,011 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 13,263 $399K <0.01% -37,339 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 13,250 $399K 0.03% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 12,923 $389K 0.04% 0 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 12,781 $385K 0.26% 0 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 12,755 $384K 0.1% +185 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 12,688 $382K 0.01% +5,057 13F-HR Timeline Group Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 12,500 $376K 0.14% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 12,311 $371K 0.08% +2,005 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 12,112 $365K 0.11% +1 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 11,530 $347K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,526 $346K 0.01% -295 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 11,080 $334K 0.12% +4,328 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 11,033 $332K 0.03% 0 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 10,945 $329K 0.18% +485 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 10,851 $327K 0.41% +291 13F-HR/A Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 10,689 $322K 0.05% +2,189 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 10,686 $322K 0.1% -1,541 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 10,610 $319K <0.01% 0 13F-HR Timeline Group STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 10,525 $317K 0.33% -1,787 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 10,313 $310K 0.41% +2,699 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 10,220 $308K 0.03% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 10,080 $303K 0.07% -36 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 10,000 $301K 0.12% 0 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 10,000 $301K 0.1% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,891 $298K <0.01% new 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 9,772 $294K 0.23% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9,700 $292K 0.03% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 9,658 $291K 0.19% +900 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 9,502 $286K 0.06% 0 13F-HR Timeline REINHART PARTNERS, LLC. More: the full row for REINHART PARTNERS, LLC. 9,500 $286K 0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 9,477 $285K 0.02% new 13F-HR/A Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,465 $285K 0.03% -1,028 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 9,452 $285K 0.03% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 9,414 $283K 0.01% -3,525 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 9,355 $282K 0.06% -241 13F-HR Timeline