Jacobs Equity LLC More: the full row for Jacobs Equity LLC 5,489 $1.66M 1.48% +230 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,481 $1.66M 0.02% +194 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,177 $1.64M 0.05% +259 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 5,378 $1.64M 0.37% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,392 $1.63M 0.04% -476 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,389 $1.63M 0.09% -4 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 5,376 $1.63M 1.09% +163 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,366 $1.62M 0.07% -70 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,311 $1.61M 0.03% -210 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 5,240 $1.58M <0.01% +672 13F-HR Timeline Group Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 5,227 $1.58M 0.86% -265 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 5,222 $1.58M 1.14% +83 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 5,217 $1.58M 0.02% new 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 5,135 $1.55M 0.1% -571 13F-HR Timeline Group UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 5,122 $1.55M 0.31% -20 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5,084 $1.54M 0.21% -141 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 5,072 $1.53M 0.12% -80 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 4,989 $1.51M -820 Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,956 $1.5M 0.01% -177 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 4,949 $1.5M 0.26% +194 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 4,943 $1.49M 0.61% +203 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,872 $1.47M 0.04% +545 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,822 $1.46M 0.05% +42 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,822 $1.46M 0.19% +42 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 4,808 $1.45M 0.02% +1,175 13F-HR Timeline Group Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 4,807 $1.45M 0.46% -338 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,792 $1.45M 0.14% -686 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,782 $1.45M 0.03% +2,142 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 4,752 $1.44M 0.33% +39 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 4,721 $1.43M 0.24% +54 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,687 $1.42M 0.2% -100 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,683 $1.42M 0.04% 0 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 4,621 $1.4M 1.01% +313 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 4,815 $1.39M 0.04% 0 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 4,597 $1.39M <0.01% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 4,593 $1.39M 0.41% +280 13F-HR Timeline Ferguson Johnson Wealth Management Inc More: the full row for Ferguson Johnson Wealth Management Inc 4,584 $1.39M 1.12% +107 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,535 $1.37M 0.01% -294 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,536 $1.37M 0.05% -104 13F-HR Timeline Friday Financial More: the full row for Friday Financial 4,508 $1.36M 0.47% +248 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,495 $1.36M 0.08% +7 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,479 $1.35M 0.06% -161 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,478 $1.35M 0.04% 0 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 392,074 $1.35M 0.42% -351 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 4,433 $1.34M 0.65% +66 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 3,986 $1.34M 1.25% +181 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 4,413 $1.33M 0.97% -846 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,384 $1.33M 0.01% +84 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 4,379 $1.32M 1.01% -70 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,353 $1.32M 0.69% -3,250 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,350 $1.31M 0.08% +310 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 4,306 $1.3M 0.14% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,296 $1.3M 0.03% +3,398 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,293 $1.3M 0.07% -41 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 4,289 $1.3M 0.38% +62 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 4,214 $1.27M 0.16% +48 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 4,213 $1.27M 0.46% +273 13F-HR Timeline Trust Co More: the full row for Trust Co 4,203 $1.27M 0.12% +44 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 4,197 $1.27M 0.03% -37 13F-HR Timeline Group McMillan Office, Inc. More: the full row for McMillan Office, Inc. 4,174 $1.26M 0.16% -150 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 4,167 $1.26M 0.14% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,168 $1.26M 0.07% +155 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 4,140 $1.25M 0.68% +107 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 4,134 $1.25M 0.16% -65 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,117 $1.24M 0.28% -2 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,111 $1.24M 0.29% +102 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,102 $1.24M 0.07% -54 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 4,102 $1.24M 0.3% +641 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,098 $1.24M 0.04% +1,022 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 4,062 $1.23M 0.03% -19 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 4,046 $1.22M <0.01% new 13F-HR Timeline Group EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 10,555 $1.22M 1.05% -340 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 3,965 $1.2M 0.31% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,960 $1.2M 0.04% +130 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 3,949 $1.19M <0.01% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,945 $1.19M 0.39% +410 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,932 $1.19M 0.04% +199 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,928 $1.19M 0.2% -414 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,914 $1.18M 0.41% -106 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 3,908 $1.18M 0.23% 0 13F-HR/A Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 3,897 $1.18M 0.12% +20 13F-HR Timeline American Trust More: the full row for American Trust 3,884 $1.17M 0.1% -64 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 3,881 $1.17M 1.05% -742 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,873 $1.17M 0.06% -2 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,865 $1.17M 0.08% +209 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 3,840 $1.16M 0.8% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,812 $1.15M 0.12% -43 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,772 $1.14M 0.02% -288 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,766 $1.14M 0.85% -124 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 3,760 $1.14M 0.49% -22 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,748 $1.13M 0.05% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 3,724 $1.13M 0.09% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 3,720 $1.12M <0.01% new 13F-HR Timeline Group Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 3,696 $1.12M 0.85% +1,081 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 3,691 $1.12M 0.31% -4,361 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,671 $1.11M 0.06% -3 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 3,680 $1.11M 0.6% -25,590 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 3,648 $1.1M 0.13% -410 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,637 $1.1M 0.05% +207 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,621 $1.09M 0.17% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 3,590 $1.09M 0.1% -112 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,585 $1.08M 0.02% -270 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,576 $1.08M 0.03% -6 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,571 $1.08M 0.02% +787 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 3,559 $1.08M 0.56% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,553 $1.07M 0.08% new 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 3,532 $1.07M 0.95% +60 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,250 $1.06M -227 Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 3,512 $1.06M <0.01% -1,289 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,499 $1.06M 0.01% +502 13F-HR Timeline Group Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 3,468 $1.05M 0.45% -216 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,441 $1.04M 0.02% -83 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 3,439 $1.04M 0.27% -155 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,424 $1.04M 0.06% +1,937 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 3,419 $1.03M 0.51% +17 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,419 $1.03M 0.02% -95 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 3,296 $1.02M 0.28% -21 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,357 $1.01M 0.55% new 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 3,326 $1.01M 0.47% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 3,322 $1M 0.97% 0 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 3,299 $997K 0.19% -111 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 3,283 $992K 0.39% -19 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,268 $988K <0.01% -24 13F-HR Timeline Group NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 3,244 $984K 0.04% new 13F-HR Timeline Group Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 3,238 $979K 0.28% -9 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,215 $972K 0.02% -8 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,205 $969K 0.03% -26 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,204 $968K 0.02% +924 13F-HR Timeline Group Tandem Financial, LLC More: the full row for Tandem Financial, LLC 3,125 $945K 0.32% -9,742 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,125 $945K 0.1% +7 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,124 $944K 0.02% -1,263 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,086 $933K 0.01% -210 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,058 $924K 0.16% +78 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 3,029 $915K 0.77% +168 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,022 $913K 0.34% +57 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 3,153 $913K 0.78% +6 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 3,015 $911K 0.12% 0 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 2,986 $903K <0.01% new 13F-HR Timeline Group Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,986 $902K 0.25% -44 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 2,983 $902K 0.27% -73 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,974 $899K 0.03% -29 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,970 $898K 0.01% -396 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,949 $891K 0.1% -861 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2,939 $888K 0.27% -10 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,939 $888K 0.18% -3,015 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,934 $887K 0.18% +196 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 2,928 $885K 0.66% 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 2,915 $881K 0.26% 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,913 $880K 0.16% +478 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 2,912 $880K 0.54% +3 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,885 $872K 0.24% +184 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,884 $872K 0.16% +7 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,884 $872K 0.05% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,872 $868K 0.01% +14 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 2,871 $868K 0.11% -444 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,871 $868K 0.04% new 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 2,860 $865K 0.53% +252 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,843 $859K 0.46% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,835 $857K 0.01% -590 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 2,832 $856K 0.53% -399 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 2,826 $854K 0.11% -17 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 2,818 $852K 0.14% +1 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,811 $850K 0.1% -175 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 2,782 $841K 0.49% +40 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 2,776 $839K 0.83% +47 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 2,774 $838K 0.02% new 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 2,770 $837K 0.11% -1,521 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 2,753 $832K 0.49% -786 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,752 $832K 0.04% -3,675 13F-HR Timeline Group Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,740 $828K 0.39% -30 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,708 $825K 0.13% +6 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,730 $825K 0.04% -1,438 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,708 $818K 0.02% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,698 $815K 0.6% -2 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,688 $812K 0.1% -5 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,686 $812K 0.11% 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,674 $808K 0.09% +112 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2,669 $807K 0.11% +68 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,657 $803K 0.06% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,649 $801K 0.02% +103 13F-HR Timeline Group Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 2,641 $798K 0.54% -18 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 2,633 $796K 0.77% +607 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,628 $794K 0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,625 $793K 0.09% -140 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,602 $786K 0.22% +51 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 2,601 $786K 0.52% +85 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 2,599 $785K 0.11% -118 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 2,564 $775K 0.02% +1,617 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,560 $774K 0.07% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 2,558 $773K <0.01% -152 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,554 $772K 0.01% +75 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 2,548 $770K 0.2% +482 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,547 $770K 0.14% +184 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 2,539 $767K 0.17% -77 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,514 $760K 0.06% +1 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,506 $758K 0.05% +1,527 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 2,490 $753K 0.22% +2 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,480 $750K 0.02% 0 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 2,474 $748K 0.13% +15 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,465 $745K 0.06% -20 13F-HR Timeline