Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 67,433 $2.04M 1.19% +3,268 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 67,240 $2.04M 0.77% +6,630 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 66,666 $2.02M 0.02% +24,742 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 66,617 $2.02M 1.38% -276 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 66,538 $2.02M 0.12% +10,735 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 66,019 $2M 0.08% -176 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 64,652 $1.96M 0.02% -1,629 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 63,610 $1.93M 0.11% +4,846 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 62,750 $1.9M 1.3% -969 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 61,999 $1.88M 0.1% +19,812 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 61,807 $1.87M 0.14% +7,156 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 60,956 $1.85M 0.01% +1,412 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 60,831 $1.84M 0.94% +1,580 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 60,515 $1.83M 0.08% +2,845 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 59,805 $1.81M 0.11% -7,800 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 59,588 $1.8M 0.07% +889 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 58,919 $1.78M 0.3% -469 13F-HR/A Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 58,569 $1.77M 0.46% +67 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 57,930 $1.75M 0.63% +3,368 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 56,884 $1.72M 0.04% -900 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 56,843 $1.72M 0.97% +4,200 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 56,494 $1.71M 0.36% -478,414 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 55,375 $1.68M 1.49% 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 55,278 $1.67M 0.02% +14,442 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 54,257 $1.64M 0.11% -277 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 53,573 $1.62M 0.2% +6,333 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 52,359 $1.59M 0.21% -5,605 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 52,200 $1.58M 0.21% -673 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 51,811 $1.57M 0.17% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 51,740 $1.57M 0.12% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 51,558 $1.56M 0.25% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 50,787 $1.54M 0.06% -1,451 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 50,672 $1.53M 1.07% -1,327 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 50,609 $1.53M 0.43% +1,548 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 49,817 $1.51M 0.01% +13,206 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 49,492 $1.5M <0.01% +2,825 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 49,371 $1.5M 0.67% -57,543 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 48,202 $1.46M <0.01% +39,834 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 47,761 $1.45M <0.01% -60,000 13F-HR Timeline Group Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 47,223 $1.43M 0.25% +22,661 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 46,820 $1.42M 0.09% -11,070 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 46,777 $1.42M 0.13% -1,000 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 45,870 $1.39M 0.09% +10,040 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 45,218 $1.37M 2.92% +13,287 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 45,004 $1.36M 0.75% +1,160 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 43,882 $1.33M 0.09% 0 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 43,574 $1.32M 0.13% -1,612 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 43,142 $1.31M 0.12% -3,446 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 42,465 $1.29M 0.05% +3,540 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 42,421 $1.28M 0.05% +386 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 42,258 $1.28M <0.01% +3,153 13F-HR Timeline Group Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 41,998 $1.27M 0.29% +177 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 41,997 $1.27M 0.06% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 41,906 $1.27M 0.37% -2,324 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 41,902 $1.27M 0.01% -18,279 13F-HR Timeline Group Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 41,805 $1.27M 0.06% +725 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 41,759 $1.26M 0.6% +13,147 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 41,524 $1.26M 0.1% new 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 40,860 $1.24M <0.01% +15,164 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 40,337 $1.22M 0.02% -55,630 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 39,783 $1.21M 0.18% -15,123 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 39,591 $1.2M 0.31% -2,107 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 39,104 $1.18M +4,845 Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 38,913 $1.18M 0.1% +1,747 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 38,647 $1.17M 0.01% +1,703 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 38,255 $1.16M 0.58% -5,689 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 38,162 $1.16M 0.05% -3,829 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 37,825 $1.15M 0.03% +805 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 37,369 $1.13M 0.12% 0 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 37,251 $1.13M 0.67% +1,139 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 36,642 $1.11M 0.39% +416 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 36,565 $1.11M 0.02% +413 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 36,084 $1.09M 0.32% +70 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 35,942 $1.09M <0.01% -26,096 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 35,525 $1.08M 0.11% +1,359 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 35,343 $1.07M 0.08% -2,973 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 33,499 $1.01M 0.1% +18,170 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 33,272 $1.01M 0.13% +6 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 32,104 $972K 0.3% +522 13F-HR Timeline SOROS FUND MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS FUND MANAGEMENT LLC 31,925 $967K 0.02% 0 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 31,745 $962K <0.01% new 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 31,117 $943K 0.02% -1,192 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 30,980 $939K 0.22% -41,974 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 30,965 $938K 0.1% -710 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 30,663 $926K 0.02% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 29,712 $900K 0.2% +773 13F-HR/A Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 29,627 $894K 0.07% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 29,305 $888K 0.04% +772 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 29,233 $885K 0.04% -69,456 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 28,683 $869K <0.01% -4,036 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 28,490 $863K 0.01% -150 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 28,415 $861K 0.1% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 28,350 $859K 0.07% +1,904 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 28,095 $851K 0.01% +1,084 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 27,877 $844K 0.03% -6,542 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 27,817 $843K 0.03% -1,019 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 27,339 $828K 0.01% +25,825 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 26,510 $825K 0.29% +2,254 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 27,103 $821K 0.01% +15,304 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 27,030 $819K 0.01% -11,884 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 28,551 $804K 0.17% -9,074 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 26,507 $803K <0.01% +11 13F-HR Timeline Group MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 26,080 $790K 0.07% 0 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 25,699 $778K 0.27% +16 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 25,401 $769K 0.09% +1,074 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 24,877 $754K <0.01% -696,847 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 24,324 $733K 0.01% new 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 23,935 $725K 0.53% -37 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 23,463 $711K 0.11% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 23,463 $711K 0.11% 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 23,390 $708K 0.11% -44,783 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 23,000 $697K 0.66% -40,722 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 22,896 $694K 0.13% +8,461 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 22,774 $690K 0.01% +890 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 22,306 $676K 0.01% -16,158 13F-HR/A Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 22,142 $671K 0.43% +594 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 22,060 $668K 0.02% -995 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 21,994 $666K 0.01% -2,247 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 21,843 $662K 0.19% -21,878 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 21,842 $662K <0.01% +2,195 13F-HR Timeline Group Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 21,816 $661K 0.24% 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 21,618 $655K 0.08% -279 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 21,525 $652K 0.51% -17,195 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 21,368 $647K <0.01% +14,775 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 21,113 $640K 0.01% -1,630 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 20,986 $636K 0.04% +5 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 20,637 $625K 0.11% new 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 20,558 $623K 0.28% +137 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 20,250 $613K 0.23% -1,260 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 20,166 $611K 0.02% -426 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 20,100 $609K 0.07% +11,000 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 20,050 $607K 0.19% +5,414 13F-HR Timeline Group Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 19,923 $603K 0.16% +109 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 19,715 $597K 0.01% -108 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 19,319 $585K 0.23% +12 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 19,075 $578K 0.15% +4,749 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 18,917 $573K 0.24% +4,008 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 18,903 $573K 0.01% +1,188 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 18,339 $555K 0.24% -5,456 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 18,144 $550K <0.01% +3,965 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 17,512 $530K 0.02% +95 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 17,123 $519K 0.14% +670 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 16,929 $513K 0.09% new 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 16,903 $512K <0.01% +2,101 13F-HR Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 16,782 $507K 0.13% -293 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 16,666 $505K 0.37% +173 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 16,529 $501K 0.09% +164 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 16,350 $495K 0.02% +191 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 16,263 $493K 0.02% +330 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 16,155 $489K 0.12% +3 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 15,997 $485K 0.07% +1,840 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 15,953 $483K 0.16% -12,939 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 15,880 $481K 0.01% -1,317 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 15,862 $480K 0.03% +76 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 15,857 $480K 0.18% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 15,767 $478K 0.03% +423 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 15,722 $476K <0.01% 0 13F-HR/A Timeline Group Key Financial Inc More: the full row for Key Financial Inc 15,690 $474K 0.09% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 15,133 $458K 0.34% +499 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 15,096 $457K 0.04% -1,114 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 14,930 $452K 0.02% -97 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 14,746 $447K 0.03% -11,789 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 14,540 $440K 0.49% 0 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 14,220 $431K 0.23% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 14,152 $429K 0.27% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 14,146 $428K 0.14% -2 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 13,968 $423K 0.11% +5,057 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 13,945 $422K 0.1% +720 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 13,764 $417K 0.01% +3,230 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 13,393 $406K 0.22% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 13,250 $401K 0.03% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 12,923 $391K 0.03% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 12,719 $385K 0.11% -205,801 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 12,709 $385K 0.02% -1,078 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 12,500 $379K 0.11% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 12,237 $371K 0.03% new 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 12,143 $368K 0.05% +1,057 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 12,122 $367K 0.34% +214 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 11,861 $359K 0.1% -1 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 11,860 $359K 0.06% +175 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 11,734 $355K 0.15% -240 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 11,671 $354K 0.02% -3,608 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 11,630 $352K 0.01% +1,755 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 11,590 $351K 0.03% +1,560 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 11,530 $349K 0.01% 0 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 11,370 $344K 0.15% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 11,370 $344K 0.15% +115 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 11,261 $341K 0.26% 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 11,053 $335K 0.04% +242 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 10,943 $331K 0.36% +737 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 10,482 $318K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,830 $315K 0.05% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,242 $310K <0.01% -300 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 10,135 $307K 0.08% -65 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 10,000 $303K 0.11% 0 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 10,000 $303K 0.09% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,957 $302K 0.01% +1,657 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 9,703 $294K 0.06% +73 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 9,558 $290K 0.14% -100 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 9,512 $288K 0.03% new 13F-HR Timeline