Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,064 $572K 0.3% -50 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,061 $571K 0.02% -54 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 2,058 $570K 0.54% -74 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,034 $563K 0.09% +128 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 2,031 $563K 0.33% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,027 $561K 0.02% -303 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,023 $560K 0.02% 0 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 1,986 $558K 0.38% +823 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 2,012 $557K 0.19% +757 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,008 $556K 0.04% +36 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,005 $555K 0.05% +33 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,988 $551K 0.26% +113 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,984 $549K 0.26% -4 13F-HR Timeline SPC Financial, Inc. 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More: the full row for Taylor Financial Group, Inc. 1,971 $546K 0.34% +85 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,942 $538K 0.02% +72 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,929 $534K 0.03% +169 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,926 $533K 0.01% +171 13F-HR Timeline Group RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,915 $530K 0.05% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 1,914 $530K 0.13% +191 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,911 $529K 0.1% 0 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 1,897 $526K 0.26% -50 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 1,888 $524K 0.13% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,875 $519K 0.01% -508 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,873 $519K 0.28% 0 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 1,873 $519K 0.06% -10 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,853 $513K 0.22% -736 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,844 $511K 0.03% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,844 $511K 0.12% +31 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,841 $510K 0.05% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,839 $509K 0.04% +86 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 1,838 $509K 0.07% +105 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,838 $509K 0.09% +296 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,834 $508K 0.02% -7 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,828 $507K <0.01% +42 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,830 $507K 0.01% -65 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,820 $504K 0.01% -91 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,787 $502K 0.05% +656 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 1,792 $496K 0.12% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,783 $494K 0.03% -2 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,777 $492K 0.32% -68 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,760 $487K 0.05% -1,192 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 1,760 $487K 0.3% +5 13F-HR/A Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 1,750 $485K 0.1% -1,557 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,743 $483K 0.14% -32 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 1,726 $478K <0.01% -23 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,730 $478K 0.04% -312 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,720 $476K 0.2% 0 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 1,708 $473K 0.29% -133 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,702 $471K 0.04% -300 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,699 $471K 0.01% +203 13F-HR Timeline InvesTrust More: the full row for InvesTrust 1,697 $470K 0.18% +35 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 1,692 $469K 0.26% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,677 $464K 0.12% -289 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 1,667 $462K <0.01% +584 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,657 $459K 0.01% -914 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,655 $458K 0.32% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,622 $449K 0.03% -324 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 1,622 $449K 0.16% -239 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,620 $449K 0.15% 0 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 1,619 $448K 0.04% +55 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,611 $446K 0.2% -16 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 1,606 $445K 0.17% -39 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,601 $444K 0.02% +485 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,590 $440K 0.04% -29 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,589 $440K 0.03% +539 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,582 $438K 0.01% +80 13F-HR Timeline Kovack Advisors, Inc. 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More: the full row for Pinnacle Bancorp, Inc. 1,547 $429K 0.13% -34 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 1,535 $425K 0.31% +62 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,527 $423K 0.05% -2,473 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,519 $422K 0.04% -236 13F-HR Timeline Group SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,519 $421K 0.02% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 1,510 $418K 0.1% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,505 $417K 0.07% -883 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 1,650 $416K 0.23% 0 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 1,497 $416K 0.37% -222 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,494 $414K 0.03% -230 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,489 $413K 0.01% +15 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,482 $410K 0.04% -35 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,470 $407K 0.01% -13 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,467 $406K 0.03% +117 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 1,465 $406K 0.23% -7,036 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 1,464 $405K 0.12% -33 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,463 $405K 0.05% +134 13F-HR Timeline Financial Insights, Inc. 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More: the full row for Strategic Financial Services, Inc. 1,242 $344K 0.02% 0 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 1,239 $343K 0.56% +35 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 1,237 $343K 0.47% -79 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,232 $341K 0.01% +300 13F-HR/A Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 1,229 $340K 0.14% -7 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,226 $340K 0.07% +401 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 1,213 $336K 0.31% 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,210 $334K 0.04% -60 13F-HR/A Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,193 $330K 0.02% 0 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 1,194 $330K 0.11% -71 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,175 $325K 0.04% -7 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 1,159 $321K 0.09% -581 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,158 $321K 0.22% -3 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,147 $318K <0.01% 0 13F-HR Timeline Group SMITH, MOORE & CO. 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ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,086 $301K 0.24% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,086 $301K 0.01% +69 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,083 $300K 0.08% -7,831 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,078 $299K 0.08% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,065 $297K 0.14% -319 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 1,074 $297K 0.08% +57 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,072 $297K 0.08% -14 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 1,067 $295K <0.01% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,061 $294K 0.02% +68 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,044 $289K 0.02% -139 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,039 $288K 0.23% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,021 $283K 0.01% -289 13F-HR Timeline Group Farmers National Bank More: the full row for Farmers National Bank 1,018 $282K 0.07% +83 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,017 $282K 0.02% +8 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,007 $279K 0.15% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,005 $278K 0.08% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,004 $278K 0.03% -18 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 999 $277K 0.03% +188 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 996 $276K 0.15% -75 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 996 $276K 0.03% 0 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 995 $276K 0.13% -99 13F-HR Timeline