SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,546 $642K 0.01% -1,987 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 9,460 $636K 0.06% -987 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 9,747 $636K 0.03% -189 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 9,414 $633K 0.11% +162 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 9,380 $631K 0.61% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 9,332 $627K 0.18% -100 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 9,284 $624K 0.23% -72 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 9,256 $622K 0.04% -170 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 9,230 $620K 0.01% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 9,215 $619K 0.16% +125 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 9,153 $615K 0.04% new 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 9,043 $608K 0.07% -718 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 9,000 $605K 0.05% +4,000 13F-HR Timeline Group Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 4,476 $602K 0.8% +25 13F-HR Timeline CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 8,926 $600K 0.01% +2,163 13F-HR Timeline Anson Capital, Inc. 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Coons Advisors, LLC 8,909 $599K 0.14% 0 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 8,882 $597K 0.2% -392 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 8,806 $592K 0.07% +235 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 8,784 $590K 0.06% +1,085 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 8,754 $588K 0.09% -129 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 8,720 $586K 0.05% +605 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 8,700 $585K 0.09% 0 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 8,667 $583K 0.37% 0 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 8,652 $582K 0.19% +336 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,585 $577K 0.06% +211 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,578 $577K <0.01% -3,441 13F-HR/A Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 8,528 $573K 0.2% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 8,528 $573K 0.01% -2,335 13F-HR Timeline Group Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 8,515 $572K 0.26% -6 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 8,513 $572K 0.2% +101 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 8,508 $572K 0.33% 0 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 8,493 $571K 0.47% +1 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 9,888 $564K 0.55% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 8,371 $563K 0.04% +745 13F-HR/A Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,351 $561K 0.02% -766 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,318 $559K 0.02% -374 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 8,253 $558K 0.04% +53 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 8,280 $557K 0.05% +79 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 8,271 $556K 0.18% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,268 $556K 0.01% -3,692 13F-HR/A Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 8,260 $555K 0.2% -2,382 13F-HR Timeline Bouchey Financial Group, Ltd. 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Empirical Wealth Management 7,442 $500K 0.01% -56 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 7,430 $499K 0.05% -4,140 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 7,418 $499K 0.11% -105 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 7,391 $497K <0.01% 0 13F-HR Timeline Group Fairway Wealth LLC More: the full row for Fairway Wealth LLC 7,379 $496K 0.16% +30 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 7,370 $495K 0.42% +460 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,349 $494K 0.01% -6,917 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 7,341 $493K 0.21% 0 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 7,323 $492K 0.18% new 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 7,294 $490K 0.23% +2,000 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 7,182 $483K 0.09% +40 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 7,169 $481K 0.23% +23 13F-HR Timeline Northern Capital Management, Inc. 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Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 6,763 $455K 0.28% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,759 $454K 0.03% +1,016 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 6,726 $452K 0.08% +28 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 6,685 $449K 0.41% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 6,644 $447K 0.02% -458 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 6,600 $444K 0.02% 0 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 6,592 $443K 0.01% -588 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 6,560 $441K 0.35% +965 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 6,544 $440K 0.21% +84 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 6,534 $439K 0.26% +591 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. 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More: the full row for SMITH, MOORE & CO. 6,476 $435K 0.04% -107 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 6,452 $434K 0.09% 0 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 6,441 $433K 0.09% +1,012 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,404 $430K 0.05% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 6,400 $430K 0.03% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 6,375 $429K 0.09% 0 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 6,362 $428K 0.15% +14 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,319 $425K 0.07% -1,579 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 6,296 $423K 0.06% +10 13F-HR Timeline Financial Partners Group, LLC More: the full row for Financial Partners Group, LLC 6,260 $421K 0.15% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 6,256 $421K 0.14% 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,217 $418K 0.01% +957 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,180 $415K 0.04% -344 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 6,172 $415K 0.02% new 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 6,159 $414K 0.24% -947 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 6,153 $414K 0.15% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 6,149 $413K 0.25% 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 6,142 $413K 0.1% +118 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 6,136 $412K <0.01% +991 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 6,112 $411K 0.08% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 6,097 $410K 0.02% new 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 6,041 $406K 0.06% +19 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,041 $406K 0.09% new 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 6,036 $406K 0.51% +242 13F-HR/A Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 5,981 $402K 0.14% -394 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 5,963 $401K 0.96% +490 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 5,891 $396K 0.06% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 5,886 $396K 0.15% +43 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 5,873 $395K 0.08% new 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 5,851 $393K 0.07% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,836 $392K 0.07% +1,021 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 5,831 $392K 0.2% +42 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,817 $391K 0.02% +1,147 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 5,700 $391K 0.12% -1,611 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 5,800 $390K 0.11% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,766 $388K 0.04% -567 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,751 $387K 0.01% -3,968 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 5,730 $386K 0.1% new 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 5,744 $386K 0.13% +41 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 5,731 $385K 0.03% +1,027 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 5,707 $384K 0.03% +33 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 5,701 $383K 0.13% +39 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 5,682 $382K 0.08% new 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 5,678 $382K 0.02% -40 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 5,660 $380K 0.04% +25 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,647 $380K 0.01% +107 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 5,623 $378K 0.02% 0 13F-HR Timeline Group Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 5,610 $377K 0.08% -108 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,595 $376K 0.01% 0 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 5,574 $375K 0.3% +763 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 5,562 $374K 0.08% +508 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 5,540 $372K 0.12% +39 13F-HR Timeline Vantage Investment Partners, LLC More: the full row for Vantage Investment Partners, LLC 5,493 $369K 0.03% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 5,478 $368K 0.05% -1,569 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 5,462 $367K 0.14% +1,539 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 5,441 $366K 0.09% +629 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,393 $363K <0.01% -27 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 5,390 $362K 0.13% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,377 $361K 0.03% -187 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 5,347 $359K 0.02% -1,750 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,316 $357K -9,000 Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 5,300 $356K 0.09% 0 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 5,267 $354K 0.19% +12 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 5,249 $353K 0.05% +1,799 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 5,223 $351K 0.08% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 5,220 $351K 0.07% +500 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 5,212 $350K 0.15% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,201 $350K 0.01% -117 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 5,177 $348K 0.02% -138 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 5,155 $347K 0.09% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 5,124 $344K 0.06% -800 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 5,113 $344K 0.16% -136 13F-HR Timeline Vision Capital Management, Inc. 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