Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 17,567 $1.25M 0.35% +403 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 17,543 $1.25M 0.39% +1,972 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 17,539 $1.25M 1.07% new 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 17,538 $1.25M 0.16% +417 13F-HR/A Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 32,311 $1.25M 0.13% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 17,474 $1.24M 0.06% +508 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 17,435 $1.24M 0.34% +686 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 17,398 $1.24M 0.03% +170 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 17,379 $1.24M 0.22% +27 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 17,229 $1.23M 0.41% -599 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 17,208 $1.23M 0.06% +208 13F-HR Timeline Group Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 17,166 $1.22M 0.53% +1,206 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 17,161 $1.22M 0.1% -74 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 17,063 $1.22M <0.01% -1,943,272 13F-HR Timeline Group Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 17,056 $1.22M 0.36% -2,148 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 17,052 $1.21M 0.08% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 16,982 $1.21M 0.63% +17 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 16,971 $1.21M 0.79% +60 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 16,951 $1.21M 0.19% +11,511 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 16,929 $1.21M 0.85% +1,246 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 16,816 $1.2M 0.66% +3,084 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 16,814 $1.2M 0.11% -3,461 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 16,804 $1.2M 0.19% +1,732 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 16,784 $1.2M 0.88% -816 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 16,741 $1.19M 0.13% +412 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 16,694 $1.19M 0.14% +340 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 16,651 $1.19M 0.11% +6,763 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 16,614 $1.18M 0.52% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 16,591 $1.18M 0.69% +526 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 16,483 $1.17M 0.02% 0 13F-HR Timeline Group Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 16,480 $1.17M 0.24% -2,159 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 16,439 $1.17M 0.07% +486 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 16,415 $1.17M 0.87% -2,100 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 16,402 $1.17M 0.25% +2 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 16,303 $1.16M 0.3% -921 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 16,266 $1.16M 0.22% -1,325 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 16,261 $1.16M 0.76% +910 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 16,181 $1.15M 0.01% -1,315 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 16,181 $1.15M 0.09% +379 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 16,179 $1.15M 0.14% -263 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 16,166 $1.15M 0.48% +44 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 16,156 $1.15M 0.22% -1,321 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 16,112 $1.15M 0.23% -4,103 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 16,067 $1.14M 0.37% -442 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 16,052 $1.14M 0.09% +151 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 15,596 $1.14M 0.88% +1,431 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 16,034 $1.14M 0.73% -56 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 16,023 $1.14M 0.32% +393 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 16,013 $1.14M 0.18% +785 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 16,009 $1.14M 0.17% -3,350 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 16,004 $1.14M 0.21% -160 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 16,001 $1.14M 0.15% -875 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 15,905 $1.13M 0.09% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 15,875 $1.13M 0.35% +950 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 16,134 $1.12M 0.34% -116 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 15,781 $1.12M 0.18% -2,320 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 15,911 $1.12M 0.15% +884 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 15,751 $1.12M 0.36% +335 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 15,741 $1.12M 0.94% +231 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 15,703 $1.12M 0.7% 0 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 15,663 $1.12M 0.31% +257 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 15,662 $1.12M 0.66% +205 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 15,621 $1.11M 0.28% +1,906 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 15,576 $1.11M 0.09% -415 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 15,560 $1.11M <0.01% new 13F-HR Timeline Group Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 15,542 $1.11M 0.23% -166,297 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 15,700 $1.11M 0.36% -975 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 15,449 $1.1M 0.18% +4,780 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 15,424 $1.1M 0.12% +161 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 15,412 $1.1M 0.7% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 15,408 $1.1M 0.4% +7,559 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 15,366 $1.09M 0.43% -1,366 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 15,365 $1.09M 0.35% -25,491 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 15,352 $1.09M 0.56% 0 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 15,345 $1.09M 0.64% +92 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 15,342 $1.09M 0.07% -5,589 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 15,341 $1.09M 0.49% -797 13F-HR/A Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 15,317 $1.09M 0.13% -77 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 15,288 $1.09M 0.05% +425 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 15,270 $1.09M 0.21% +45 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 15,250 $1.09M 0.21% +1,553 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 15,247 $1.09M 0.7% +2,967 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 15,235 $1.09M 0.27% +1,404 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 15,250 $1.09M 0.34% -3,064 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 15,171 $1.08M 0.44% +11,213 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 15,158 $1.08M 0.19% -477 13F-HR Timeline Black Cypress Capital Management, LLC More: the full row for Black Cypress Capital Management, LLC 15,129 $1.08M 0.72% -103 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 15,092 $1.08M 0.45% 0 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 15,040 $1.07M 0.31% +572 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 15,252 $1.07M 0.44% +10,393 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 14,990 $1.07M 0.17% -28 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 14,948 $1.07M 0.06% +22 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 14,862 $1.06M 0.1% -290 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 14,841 $1.06M 0.41% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 14,840 $1.06M 0.14% +303 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 14,835 $1.06M 0.22% -2,429 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 14,757 $1.05M 0.36% +69 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 14,748 $1.05M 0.5% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 14,704 $1.05M 0.26% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 14,618 $1.04M 0.15% -2,512 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 14,581 $1.04M 0.14% -7,088 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 14,574 $1.04M 0.42% +1,669 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 14,537 $1.04M 0.04% +250 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 14,476 $1.03M 0.08% -73,276 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 14,435 $1.03M 0.81% -185 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 14,403 $1.03M 0.07% +7,895 13F-HR Timeline Lotus Asset Management LLC More: the full row for Lotus Asset Management LLC 14,399 $1.03M 0.91% 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 14,391 $1.03M 1.1% -148 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 14,382 $1.02M 0.13% 0 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 14,353 $1.02M 0.26% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 14,345 $1.02M 0.17% -139 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 14,254 $1.02M 0.71% -6,013 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 14,201 $1.01M 0.19% +88 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 14,133 $1.01M 0.05% +406 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 14,100 $1M 0.24% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 14,074 $999K 0.15% +358 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 13,984 $996K 0.09% +249 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 13,920 $992K 0.1% -57 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 13,919 $992K 0.31% +759 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 13,900 $990K 0.39% +1 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 13,872 $988K 0.53% -80 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 13,862 $988K <0.01% -87,297 13F-HR Timeline Group Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 13,854 $987K 0.48% -9,823 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 13,840 $986K 0.26% -2,260 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 13,707 $977K 0.5% new 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 13,631 $971K 0.33% -2,729 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 13,609 $970K 0.45% -235 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 13,580 $968K 0.61% -79 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 13,534 $964K 0.61% +1,190 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 13,517 $963K 0.04% +1,202 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 13,506 $962K 0.7% -458 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 13,485 $961K 0.09% +2,136 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 13,468 $960K 0.69% +2,987 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 13,398 $952K 0.05% +154 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 13,356 $952K 0.46% +1,014 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 13,352 $951K 0.04% +8,170 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 13,317 $949K 0.89% +9,672 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 13,286 $947K 0.35% +275 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 13,053 $946K 0.63% +574 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 13,254 $944K 0.66% +1,900 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 13,233 $943K 0.11% -221 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 13,205 $941K 0.39% -46 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 13,197 $940K 0.07% +3,270 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 13,163 $938K 0.36% +3,807 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 13,141 $936K 0.24% +70 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 13,110 $934K 0.14% +438 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 13,084 $932K 0.29% -1,671 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 13,047 $930K 0.13% +1,003 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 13,015 $927K 0.35% +5,285 13F-HR Timeline STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 13,004 $927K 0.66% -300 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 13,000 $926K 0.04% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 12,991 $926K 0.02% -1,325 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 12,940 $922K 0.82% +300 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 12,935 $922K 0.57% -77 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 12,829 $914K 0.06% +46 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 12,805 $912K 0.01% +327 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 12,711 $906K 0.54% -38 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 12,701 $905K 0.01% new 13F-HR Timeline Group Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 12,687 $904K 0.18% -478 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 12,676 $903K 0.13% 0 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 12,661 $902K 0.2% -48 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 12,658 $902K 0.42% +20 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 12,651 $901K 0.19% +190 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 12,637 $900K 0.12% +203 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 12,579 $896K 0.16% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 12,578 $896K 0.2% +1,050 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 12,565 $895K 0.1% -210 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 12,562 $895K 0.45% -923 13F-HR/A Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 12,561 $895K 0.12% +419 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 12,557 $895K 0.45% -27 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 12,510 $891K 0.11% +22 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 12,445 $887K 0.62% -787 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 12,444 $887K <0.01% 0 13F-HR Timeline Group GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 12,423 $885K 0.05% +981 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 12,405 $884K 0.02% -93 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 12,362 $881K 0.11% +8,787 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 12,337 $879K 0.16% -251 13F-HR Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 12,329 $878K 0.4% +252 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 12,268 $874K 0.18% +5,978 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 12,238 $872K 0.31% +1,483 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 12,220 $871K 0.53% -128,795 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 12,180 $868K 0.09% -72 13F-HR/A Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 12,099 $862K -54,524 Timeline MATAURO, LLC More: the full row for MATAURO, LLC 12,067 $860K 0.11% -301 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 12,046 $858K 0.24% +166 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 12,046 $858K 0.07% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 12,189 $858K 0.16% -166 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 12,030 $857K 0.6% -75 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 12,006 $855K 0.34% +63 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 12,005 $855K 0.22% +650 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 12,082 $853K 0.04% -300 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 11,962 $852K 0.25% +491 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 11,932 $850K 0.22% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 11,900 $848K 0.19% -740 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 11,874 $846K 0.05% +232 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 11,966 $845K 0.23% -160 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 11,859 $845K 0.02% +2,162 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 11,842 $844K 0.89% -413 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 11,795 $840K 0.03% -990 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 11,792 $840K 0.14% 0 13F-HR Timeline