Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 20,633 $1.39M 0.41% +740 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 20,610 $1.39M 0.05% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 20,584 $1.38M 0.36% -1,355 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 20,564 $1.38M 0.05% -398 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 20,308 $1.37M 0.16% -996 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 20,250 $1.36M 0.24% +945 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 20,149 $1.35M 0.12% +438 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 20,103 $1.35M 0.12% -1,733 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 20,064 $1.35M 0.54% -643 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 20,019 $1.35M 0.62% +136 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 20,000 $1.34M 0.07% -20,000 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 19,939 $1.34M 0.33% +4,842 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 19,818 $1.33M 0.09% +719 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 19,803 $1.33M 0.11% -12 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 19,695 $1.32M 0.12% +5,073 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 19,632 $1.32M 0.83% -248 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 19,595 $1.32M 0.98% 0 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 19,578 $1.32M 1.14% +618 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 19,570 $1.32M 0.1% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 19,368 $1.3M <0.01% +6,871 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 19,271 $1.3M 0.05% -578 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 19,245 $1.29M 0.04% +4 13F-HR Timeline 1492 Capital Management LLC More: the full row for 1492 Capital Management LLC 19,212 $1.29M 0.59% -207 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 18,993 $1.28M 0.32% 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 18,970 $1.28M 0.25% -1,570 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 18,970 $1.28M 0.18% new 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 18,956 $1.27M 0.1% +919 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 18,926 $1.27M 0.02% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 18,921 $1.27M 0.4% +440 13F-HR Timeline Shorepath Capital Management LLC More: the full row for Shorepath Capital Management LLC 18,768 $1.26M 1.04% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 18,762 $1.26M 0.04% +4,225 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 18,690 $1.26M 0.09% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 18,060 $1.25M 0.04% +95 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 18,569 $1.25M 0.25% +185 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 18,554 $1.25M 0.89% 0 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 18,523 $1.25M 0.29% -1,750 13F-HR/A Timeline PARTHENON LLC More: the full row for PARTHENON LLC 18,403 $1.24M 0.14% -600 13F-HR Timeline Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 18,409 $1.23M <0.01% +6,998 13F-HR Timeline Group New Perspectives, Inc More: the full row for New Perspectives, Inc 18,296 $1.23M 0.61% -235 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 18,186 $1.22M 0.02% -2,124 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 18,084 $1.22M 0.32% -368,428 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 18,049 $1.21M 0.15% +124 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 17,888 $1.2M 0.22% +5,046 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 17,857 $1.2M 0.09% -17,289 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 17,697 $1.19M 0.22% +1,722 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 17,621 $1.18M 0.08% +76 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 17,495 $1.18M 0.06% +2,609 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 17,490 $1.18M 0.07% +378 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 17,420 $1.17M 0.05% +950 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 17,323 $1.16M 0.02% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 17,149 $1.15M 0.18% +3,892 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 17,122 $1.15M <0.01% -16,765 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 17,093 $1.15M 0.02% -1,192 13F-HR/A Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 17,068 $1.14M 1.02% 0 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 17,004 $1.14M 0.06% -107 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 16,991 $1.14M 0.18% -2,657 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 16,969 $1.14M 0.06% 0 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 16,805 $1.13M 0.36% -4,350 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 16,653 $1.12M 0.6% -194 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 16,495 $1.11M 0.98% -1,355 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 16,368 $1.1M 0.72% -205 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 16,316 $1.1M <0.01% +8,530 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 16,341 $1.09M +989 Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 16,209 $1.09M 0.02% +2,858 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 16,205 $1.09M 0.55% -135 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 16,199 $1.09M 0.1% +4,937 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 15,942 $1.07M 0.74% +1,413 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 15,862 $1.07M 0.03% +1,560 13F-HR/A Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 15,842 $1.06M 0.09% +44 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 15,788 $1.06M 0.01% -1,490 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 15,739 $1.06M 0.52% +110 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 15,718 $1.06M 0.25% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 15,716 $1.06M 0.08% +1,520 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 15,645 $1.05M 0.07% -77 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 15,639 $1.05M 0.71% +494 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 15,617 $1.05M 0.12% 0 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 15,539 $1.04M 0.26% -790 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 15,519 $1.04M 0.36% +11,829 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 15,514 $1.04M 0.23% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 15,441 $1.04M 0.08% +571 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 15,410 $1.04M <0.01% -8,597 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 15,408 $1.04M 0.08% -2,859 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 15,400 $1.04M 0.09% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 15,324 $1.03M 0.28% +2,461 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 15,314 $1.03M 0.13% -1,248 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 15,304 $1.03M 0.23% +110 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 15,299 $1.03M 0.14% 0 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 15,271 $1.03M 0.71% -2,032 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 15,259 $1.03M 0.03% 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 15,245 $1.02M 0.82% +5 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 15,203 $1.02M 0.66% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 15,181 $1.02M 0.18% -1 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 15,172 $1.02M 0.12% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 15,162 $1.02M 0.22% 0 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 15,087 $1.01M 0.36% -185 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 14,982 $1.01M <0.01% -1,333 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 14,976 $1.01M 0.44% +5,251 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 14,971 $1.01M <0.01% -3,492 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 14,882 $1M 0.02% -1,151 13F-HR Timeline Group UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 14,858 $999K 0.78% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 14,657 $985K 0.09% +547 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 14,560 $979K 0.32% +2,480 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 14,480 $973K 0.75% +7 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 14,418 $969K 0.11% +7 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 14,335 $964K 0.13% +3,570 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 14,303 $961K 0.1% -800 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 14,279 $960K 0.55% +1,472 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 14,125 $949K 0.23% +6,845 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 14,056 $945K 0.03% -56 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 14,051 $945K 0.07% +486 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 14,020 $942K 0.06% -8,772 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 14,001 $941K 0.02% +338 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 13,900 $934K 0.07% -567 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 13,849 $931K 0.31% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 13,848 $931K 0.2% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 13,811 $928K <0.01% +460 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 13,699 $921K 0.06% +5,054 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 15,062 $914K 0.03% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 13,477 $906K 0.08% -67 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 13,433 $903K 0.17% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 13,401 $901K 0.15% new 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 13,345 $897K 0.22% +1,988 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 13,311 $895K 0.06% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 13,306 $894K 0.47% -63 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 13,272 $892K 0.09% -292 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 13,204 $888K 0.17% -23,391 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 13,140 $883K 0.33% +1,436 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 13,111 $881K 0.14% +3 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 13,095 $880K 0.1% +948 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 13,034 $876K 0.04% +371 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 12,770 $858K 0.15% -45 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 12,739 $856K 0.66% -238 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 12,706 $854K 0.22% -1,112 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 12,693 $853K 0.04% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 12,631 $849K 0.03% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 12,608 $848K 0.17% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 12,613 $846K 0.1% -17,974 13F-HR/A Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 12,263 $824K 0.54% +2,302 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 12,202 $820K 0.06% -212 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 12,148 $817K 0.06% +2,053 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 12,078 $812K 0.15% -443 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 12,073 $811K 0.54% +218 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 12,000 $807K 0.01% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 11,897 $800K 0.02% -116 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 11,837 $796K 0.08% -91 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 11,820 $795K 0.33% 0 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 11,810 $794K 0.42% +1,612 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 11,723 $788K 0.6% +100 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 11,695 $786K 0.04% -68 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 11,692 $786K 0.02% +1,696 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 11,595 $779K 0.09% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 11,614 $779K 0.07% +3,617 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 11,535 $775K 0.01% -481 13F-HR/A Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 11,484 $772K 0.2% -658 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 11,397 $766K 0.02% +550 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 11,393 $766K 0.07% -1,434 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 11,372 $764K 0.66% -738 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 11,371 $764K 0.26% +1,885 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 11,250 $756K 0.05% 0 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 11,240 $756K 0.03% -11 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 11,135 $748K <0.01% 0 13F-HR/A Timeline Group Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 11,114 $747K 0.61% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 11,098 $746K 0.06% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 10,942 $736K 0.21% +628 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 10,897 $732K 0.07% -88 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 10,895 $732K 0.14% -2,856 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 10,870 $731K 0.15% 0 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 10,760 $723K 0.45% -272 13F-HR/A Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,646 $716K 0.05% +141 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,593 $712K 0.02% -334 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 10,523 $707K 0.04% 0 13F-HR Timeline Group RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 10,509 $706K 0.09% -145 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 10,400 $699K 0.08% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,351 $696K 0.02% -9,735 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 10,245 $689K 0.16% -5,578 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 10,205 $686K 0.07% -385 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 10,193 $685K 0.46% 0 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 10,186 $685K 0.2% +62 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. 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