Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 4,879 $1.35M 0.25% +2,229 13F-HR Timeline Group Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 4,874 $1.35M 1.15% +84 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,109 $1.35M 0.07% -153 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 4,849 $1.34M 0.34% +488 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 4,802 $1.33M 0.38% -57 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 4,815 $1.33M 0.08% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 4,774 $1.32M 0.14% +205 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 4,770 $1.32M 0.17% -210 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 4,765 $1.32M 0.16% -98 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,753 $1.32M 0.05% -2,069 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,753 $1.32M 0.24% -2,069 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 4,709 $1.3M 0.74% 0 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 4,610 $1.29M 0.8% +1,000 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 4,538 $1.28M 1.14% -778 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 4,607 $1.28M 0.62% -163 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 4,542 $1.26M 0.17% +1,231 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 4,352 $1.25M 0.25% +407 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,486 $1.24M 0.01% +503 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,485 $1.24M 0.02% -2,674 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,456 $1.23M 0.05% -61 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,391 $1.22M 0.09% new 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 10,961 $1.21M 1.17% -556 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,354 $1.21M 0.11% +490 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,342 $1.2M 0.03% +37 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,332 $1.2M 0.29% -2,053 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 4,306 $1.19M 0.14% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 4,259 $1.19M 0.13% -216 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,193 $1.19M 0.05% +372 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 4,271 $1.18M 1.11% -8,605 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,272 $1.18M 0.01% -20 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 4,205 $1.16M 0.14% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 4,195 $1.16M 0.15% -74 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,175 $1.16M 0.04% +15 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,168 $1.15M 0.08% -181 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 4,153 $1.15M 0.16% -2,411 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,118 $1.14M 0.01% +1,015 13F-HR/A Timeline Independent Wealth Network Inc. 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More: the full row for Truepoint, Inc. 4,003 $1.11M 0.03% +14 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 3,973 $1.1M 0.51% -3,161 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 3,948 $1.09M 0.37% +147 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,945 $1.09M 0.08% 0 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 3,909 $1.08M 0.24% +198 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 3,896 $1.08M 0.57% +474 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 3,895 $1.08M 0.51% -219 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,892 $1.08M 0.27% +341 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,887 $1.08M 0.05% -1,193 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,879 $1.07M 0.04% -1,659 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 3,860 $1.07M 0.13% -400 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,827 $1.07M 0.5% +72 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 3,840 $1.06M 0.75% +156 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,692 $1.06M 0.03% +147 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,824 $1.06M 0.06% +379 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,769 $1.04M 0.02% +335 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 3,769 $1.04M 0.48% -11 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 3,766 $1.04M 0.08% -19 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 3,752 $1.04M 0.58% -92 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 3,702 $1.03M 0.38% -626 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 3,680 $1.02M 0.5% 0 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 3,672 $1.02M 0.61% -20 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 3,644 $1.01M 0.88% +64 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 3,631 $1.01M 0.77% -655 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,627 $1M 0.01% +250 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,621 $1M 0.17% -730 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,588 $994K 0.07% -523 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,573 $990K 0.07% +982 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,573 $990K 0.03% -262 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,564 $987K 0.11% -583 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,527 $977K 0.02% -22 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,505 $971K 0.13% 0 13F-HR Timeline McClarren Financial Advisors, Inc. 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More: the full row for Vawter Financial, Ltd. 3,164 $876K 9.9% -46,184 13F-HR/A Timeline Balefire, LLC More: the full row for Balefire, LLC 3,157 $874K 0.19% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,098 $858K 0.03% -574 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,079 $853K 0.11% -8 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,062 $848K 0.01% -402 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,056 $846K 0.1% +38 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 3,052 $845K 0.26% -47 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,028 $839K 0.06% +966 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 3,015 $835K 0.13% +2,963 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 3,000 $831K 0.13% new 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,992 $829K 0.18% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,982 $826K 0.08% -297 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,978 $825K 0.2% -72 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 2,973 $823K <0.01% -88 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,903 $804K 0.01% -156 13F-HR Timeline Friday Financial More: the full row for Friday Financial 2,899 $803K 0.41% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,891 $801K 0.02% 0 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 2,884 $799K 0.65% +14 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,868 $794K 0.24% +1,018 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 2,849 $789K 0.13% -28 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,842 $788K 0.1% -71 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,843 $787K 0.51% 0 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 2,771 $768K 0.53% 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,770 $767K 0.39% -79 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 2,768 $766K 0.13% -117 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,753 $762K 0.01% +300 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 3,025 $762K 0.16% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,746 $760K 0.06% 0 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 2,740 $759K 0.87% +355 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,735 $757K 0.04% +74 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 2,726 $755K 0.78% +198 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,715 $752K 0.05% -170 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,709 $750K 0.01% +269 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,707 $750K 0.05% +33 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,694 $747K 0.16% +1,300 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 2,680 $742K 0.86% -120 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,670 $739K 0.25% new 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 2,653 $735K 0.47% -108 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,610 $723K 0.16% +1,637 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,601 $720K 0.02% -112 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,601 $720K 0.05% +1,809 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,585 $716K 0.02% new 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2,582 $715K 0.23% +888 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 2,575 $713K 0.32% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,563 $710K 0.23% -1 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,560 $709K 0.07% 0 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 2,545 $705K 0.54% +37 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 2,544 $705K <0.01% -3,554 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 2,541 $704K 0.25% -91 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,535 $702K 0.02% +906 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,524 $699K 0.07% -16,674 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,520 $698K 0.33% -223 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,509 $695K 0.06% -24 13F-HR/A Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 2,504 $693K 0.14% -48 13F-HR Timeline Houlihan Financial Resource Group, Ltd. 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More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,457 $680K 0.01% -217 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,440 $676K 0.05% -58 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,426 $673K 0.02% +60 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,422 $671K 0.04% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,416 $669K 0.12% -167 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,407 $667K 0.06% +22 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 2,374 $658K 1.1% 0 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,335 $647K 0.3% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,308 $639K 0.01% +27 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 2,265 $636K 0.31% -316 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,257 $625K 0.24% -400 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,263 $625K 0.03% +210 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,251 $623K 0.13% +5 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2,246 $623K 0.08% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. 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