Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 13,007 $984K <0.01% +9,322 13F-HR Timeline Group Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 12,732 $963K 0.26% +8,112 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,711 $962K <0.01% +8,387 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 12,325 $932K 0.19% +2,400 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 12,240 $926K 0.44% new 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL FINANCIAL GROUP INC 11,619 $879K <0.01% -31,444 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 11,596 $877K <0.01% new 13F-HR Timeline Group Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 11,507 $871K 0.07% -23,405 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 11,386 $861K 0.03% +6,258 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 11,211 $848K <0.01% -55,223 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 11,121 $841K +781 Timeline Essex LLC More: the full row for Essex LLC 10,890 $824K 0.15% -1,123 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 10,720 $811K 0.14% new 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 10,577 $800K 0.07% new 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 10,515 $795K 0.13% +3,442 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 10,400 $787K 0.03% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 9,965 $754K 0.17% 0 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 9,870 $747K 0.27% +3,038 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,727 $736K 0.01% +170 13F-HR Timeline Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 9,691 $733K 0.75% new 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 9,510 $719K 0.6% -322 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 9,441 $714K 0.39% -2,782 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 9,354 $708K 0.26% +6,459 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 9,278 $702K 0.07% +772 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 9,192 $695K 0.2% -4,396 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 8,479 $641K 0.22% +1,384 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 8,433 $638K 0.17% new 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 8,344 $631K 0.11% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,098 $613K <0.01% new 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 8,088 $612K 0.44% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,032 $608K <0.01% +957 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 7,936 $600K +4,954 Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 7,696 $582K 0.19% new 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 7,490 $567K 0.16% -3,095 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 7,322 $554K 0.01% -5,344 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,875 $519K 0.01% +80 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 6,756 $511K <0.01% -32,719 13F-HR/A Timeline Group PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 6,704 $507K 0.17% -56 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,619 $501K 0.01% new 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 6,616 $500K 0.07% -46 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 6,586 $498K 0.05% +3,020 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 6,434 $487K 0.2% new 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 6,384 $483K 0.05% -172 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 6,350 $480K 0.1% +1 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 6,257 $473K 0.13% -3,600 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 6,074 $459K <0.01% new 13F-HR Timeline Group HEADINVEST, LLC More: the full row for HEADINVEST, LLC 6,030 $456K 0.09% new 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 5,998 $454K 0.02% -157,037 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 5,970 $452K 0.03% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 5,963 $451K 0.15% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 5,786 $438K 0.06% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,761 $436K <0.01% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,725 $433K 0.01% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,651 $428K <0.01% +2,435 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 5,576 $422K 0.13% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 5,545 $419K 0.27% +2,685 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 5,535 $419K 0.06% -9,834 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 5,500 $416K 0.06% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,485 $415K 0.01% -15 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 5,422 $410K 0.03% -411 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 5,300 $401K 0.53% new 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 5,100 $386K 0.07% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,081 $384K 0.03% +688 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 4,923 $372K 0.14% -4,204 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 4,871 $368K 0.12% +259 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 4,844 $366K 0.38% -6,254 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 4,695 $355K 0.19% new 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 4,676 $354K 0.02% -375 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 4,682 $354K 0.34% +377 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 4,658 $352K 0.17% +1,071 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 4,640 $351K 0.05% +885 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,623 $350K <0.01% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,597 $348K 0.01% +859 13F-HR Timeline Group CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 4,556 $345K 0.19% -4,230 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,550 $344K <0.01% new 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,457 $337K 0.04% +80 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 4,447 $336K 0.2% +1,416 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 4,326 $327K 0.05% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,320 $327K <0.01% -122 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 4,138 $313K 0.04% +86 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,123 $312K <0.01% +1,381 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,086 $309K 0.02% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,779 $286K 0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,730 $282K <0.01% -421 13F-HR/A Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,650 $276K 0.01% new 13F-HR Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 3,596 $272K 0.03% +687 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,575 $270K <0.01% 0 13F-HR Timeline Group Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 3,428 $259K 0.23% new 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 3,379 $256K 0.13% -1,960 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 3,366 $255K 0.13% new 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 3,357 $254K 0.08% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,311 $250K <0.01% new 13F-HR Timeline Group Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 3,287 $249K 0.24% -105 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,272 $248K 0.02% +18 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 3,255 $246K 0.17% +18 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,186 $241K <0.01% +2,645 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 3,171 $240K 0.11% -438 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 3,158 $239K 0.04% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,116 $236K 0.02% +17 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 3,058 $231K 0.08% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,955 $224K <0.01% new 13F-HR Timeline Group EWA, LLC More: the full row for EWA, LLC 2,882 $218K 0.05% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,786 $211K 0.01% new 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 2,777 $210K 0.05% new 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 2,777 $210K 0.04% new 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 2,764 $209K 0.17% -27 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 2,750 $208K 0.12% -17,250 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 2,738 $207K 0.09% new 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 2,663 $201K 0.09% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 2,654 $201K 0.18% 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 2,651 $201K 0.06% new 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,950 $148K <0.01% 0 13F-HR Timeline Group CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,507 $114K 0.09% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,348 $102K 0.08% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,348 $102K 0.03% -947 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 1,296 $98K 0.07% +336 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,226 $92.7K 0.02% -29 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,173 $89K 0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,000 $75.7K 0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 949 $71.8K 0.03% +71 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 738 $55.8K 0.03% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 542 $41K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 500 $37.8K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 439 $33.2K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 417 $31.5K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 398 $30.1K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 322 $24.4K <0.01% +148 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 307 $23.2K 0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 299 $22.6K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 261 $19.7K <0.01% -2,299 13F-HR Timeline Group Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 220 $16K 0.01% 0 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 198 $15K 0.01% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 152 $11.5K <0.01% 0 13F-HR Timeline Group BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 103 $7.79K <0.01% new 13F-HR/A Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 55 $4.16K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 25 $1.89K <0.01% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 15 $1.14K <0.01% new 13F-HR Timeline Group Gould Capital, LLC More: the full row for Gould Capital, LLC 13 $983 <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 4 $320 <0.01% 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 0 $69 <0.01% -2,797 13F-HR/A Timeline Group Amount filed as zero, left out of ratios.