TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 3,447 $1.04M 0.37% +990 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,444 $1.04M 0.15% -61 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,442 $1.04M 0.01% -8,279 13F-HR Timeline Group Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 3,422 $1.03M 0.29% -2,000 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,333 $1.03M 0.34% -25 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3,409 $1.03M 2.01% +11 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,406 $1.03M 0.38% +31 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,403 $1.03M 0.24% -15 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,403 $1.03M 0.19% +7 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 3,403 $1.03M 0.45% -17 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 3,400 $1.03M 0.27% -2,832 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 3,397 $1.03M 0.12% 0 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 3,394 $1.03M 0.28% +591 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,394 $1.03M 0.1% +392 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 3,392 $1.03M 0.43% -160 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 3,390 $1.02M 0.36% -3,635 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 3,386 $1.02M 0.88% +515 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 3,386 $1.02M 0.17% new 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 3,383 $1.02M 0.63% +46 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 3,236 $1.02M 0.68% +98 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,376 $1.02M 0.22% +41 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 3,373 $1.02M 0.66% +48 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 3,369 $1.02M 0.57% +30 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 3,369 $1.02M 0.94% -2,050 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 3,368 $1.02M 0.33% -279 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,367 $1.02M 0.29% -101 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 3,366 $1.02M 0.49% +235 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,362 $1.02M 0.41% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 3,357 $1.01M 0.43% -9 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 3,356 $1.01M 0.14% -168 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 3,355 $1.01M 0.22% +485 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 3,353 $1.01M 0.13% +44 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 3,352 $1.01M 0.55% -19 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 3,350 $1.01M 0.1% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,350 $1.01M 0.06% 0 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 3,350 $1.01M 0.39% -3,600 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 3,346 $1.01M 0.23% +283 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 3,346 $1.01M 0.15% -193 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,344 $1.01M 0.13% +91 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 3,331 $1.01M 0.68% -18 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 3,329 $1.01M 0.54% +90 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,314 $1M 0.11% -210 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 3,307 $1000K 0.34% +704 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,313 $999K 0.15% -66 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 3,299 $997K 0.3% 0 13F-HR Timeline Maren Capital LLC More: the full row for Maren Capital LLC 3,292 $995K 0.05% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 3,291 $995K 0.02% +6 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 3,291 $995K 0.43% -348 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 3,289 $994K 0.75% +564 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 3,288 $994K 0.4% -251 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 3,281 $992K 0.55% -4 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 3,281 $992K 0.25% -133 13F-HR Timeline Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 3,279 $991K 0.7% 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 3,275 $990K 0.12% -39 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,272 $989K 0.65% +431 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 24,592 $989K 0.19% +396 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 3,260 $985K 0.29% -100 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,105 $985K 0.23% +980 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 3,257 $984K 0.41% +202 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 41,821 $984K 0.37% +545 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 3,256 $984K 0.43% +135 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 3,252 $983K 0.94% -1,957 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,249 $982K 0.45% +10 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 3,261 $981K 0.53% -288 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 3,244 $980K 0.15% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,131 $975K 0.41% -245 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 3,224 $974K 0.93% 0 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 3,208 $970K 0.72% -1,061 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 3,207 $969K 0.34% +5 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 3,200 $967K 0.52% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 3,193 $965K 0.22% +370 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 3,193 $965K 0.4% -44 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,190 $964K 0.07% -13,359 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 3,188 $964K 0.57% -460 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 3,187 $963K 0.3% +154 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,185 $963K 0.24% +184 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 3,174 $959K 0.19% -2,063 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 3,173 $959K 0.99% +83 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 3,172 $959K 0.11% -4 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 3,161 $955K 0.59% -6 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,160 $955K 0.15% -4,233 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 3,159 $955K 0.43% +637 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,159 $955K 0.07% -188 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 3,159 $955K 0.61% +34 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 3,154 $953K 0.59% 0 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 3,152 $953K 0.47% +149 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 3,152 $953K 0.2% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 28,569 $952K 0.08% -1,775 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,147 $951K 0.07% +19 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,146 $951K 0.16% -523 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,135 $947K 0.11% +2 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 3,126 $945K 0.21% 0 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 3,126 $945K 0.3% -96 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 3,119 $943K 0.07% -1,989 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 3,114 $941K 0.07% -97 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 3,113 $941K 0.7% -303 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 3,112 $941K 0.18% +37 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 3,110 $940K 0.65% -152 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,105 $938K 0.46% -276 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 3,101 $937K 0.28% +237 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,101 $937K 0.68% -1,785 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,094 $935K 0.28% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 3,083 $932K 0.21% +15 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 3,076 $930K 0.85% +1 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 3,076 $930K 0.38% -72 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 3,071 $928K 0.66% +10 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 3,063 $926K 0.8% +609 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 3,061 $925K 0.17% +87 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,987 $925K 0.19% -8 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 3,057 $924K 0.37% +480 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 3,057 $924K 0.16% +35 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,053 $923K 0.13% -196 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 3,053 $923K 0.79% -6,587 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,047 $921K 0.04% new 13F-HR Timeline Group KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,047 $921K 0.12% +93 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 2,807 $921K 0.45% +684 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 3,038 $918K 0.06% new 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 3,035 $917K 0.38% -101 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,035 $917K 0.33% -23 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 3,036 $917K 0.21% -231 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 3,032 $916K 0.32% -1,004 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 3,029 $916K 0.87% +1,226 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 3,022 $913K 0.06% -331 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 3,018 $912K 0.17% +9 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 3,014 $911K 0.44% -124 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,013 $911K 0.15% -377 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 3,009 $910K 0.31% +1,855 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,009 $909K 0.08% -3 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,005 $908K 0.18% -36 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 3,005 $908K 0.77% +35 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,005 $908K 0.45% -133 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 3,004 $908K 0.02% +347 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 2,993 $905K 0.5% -100 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 2,990 $904K 0.15% +579 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,987 $903K 0.66% -90 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 2,979 $900K 0.52% +75 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,971 $898K 0.44% -84 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 2,970 $898K 0.61% -56 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,965 $896K 0.19% -919 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,965 $896K 0.29% -44 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 2,963 $896K 0.42% 0 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 2,953 $893K 0.16% -184 13F-HR/A Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 2,739 $892K 0.11% -31,728 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 2,947 $891K 0.32% -1,235 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,939 $888K 0.09% +1,246 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,936 $887K 0.52% -1,027 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 2,929 $885K 0.1% -762 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 2,929 $885K 0.12% -529 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 2,928 $885K 0.18% 0 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,922 $883K 0.48% +142 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,921 $883K 0.82% +169 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,916 $881K 0.45% +475 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,906 $878K 0.16% +130 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 2,906 $878K 0.3% +718 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,889 $873K 0.11% -1,291 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 2,888 $873K 0.31% -30 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,888 $873K 0.08% +204 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,888 $873K 0.01% +1,298 13F-HR Timeline Group Align Financial, LLC More: the full row for Align Financial, LLC 2,875 $869K 0.49% -1,004,013 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 2,873 $868K 0.34% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,866 $866K 0.17% -76 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 2,857 $864K 0.15% -53 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 2,854 $863K 0.45% +64 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 2,849 $861K 0.61% +5 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,847 $860K 0.24% -657 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,840 $858K 0.42% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,840 $858K 0.09% -4 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,830 $855K 0.25% -94 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,829 $855K 0.5% +649 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,828 $855K 0.3% -364 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 2,817 $851K 0.25% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,809 $849K 0.18% +480 13F-HR Timeline Stolper Co More: the full row for Stolper Co 2,799 $846K 0.24% new 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,798 $846K 0.16% +656 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 2,797 $845K 0.12% -183 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,797 $845K 0.13% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 2,796 $845K 0.07% -150 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 2,795 $845K 0.37% 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,791 $844K 0.23% -195 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,792 $844K 0.39% -211 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,787 $842K 0.29% -129 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2,787 $842K 0.67% +15 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,785 $842K 0.19% -32 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 2,783 $841K 0.36% +198 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,773 $838K 0.3% +2 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,767 $836K 0.09% +916 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,765 $836K 0.12% +22 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 2,763 $835K 0.15% -167 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 2,756 $833K 0.54% +1,667 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,750 $831K 0.07% +385 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,738 $828K 0.07% -17 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 2,738 $828K 0.42% +621 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 2,738 $828K 0.09% -7,029 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 2,736 $827K 0.35% -288 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 2,735 $827K 0.31% +7 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 2,733 $826K 0.6% +154 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 2,734 $826K 0.02% +995 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 2,728 $825K 0.14% +4 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,725 $824K 1.01% +120 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 2,724 $823K 0.15% -159 13F-HR Timeline