Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 3,368 $429K 0.04% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,368 $429K <0.01% +1,187 13F-HR/A Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,357 $427K 0.1% -36 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,312 $422K 0.01% +160 13F-HR Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 3,310 $421K 0.16% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,300 $420K 0.06% 0 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 3,293 $419K 0.19% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,252 $414K 0.01% +170 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 3,187 $406K 0.18% -138 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,165 $403K 0.02% +8 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,152 $401K 0.01% +1 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 3,150 $401K 0.06% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,138 $399K 0.19% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,128 $398K 0.01% -665 13F-HR/A Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 3,095 $394K 0.04% -271 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,075 $391K <0.01% -4,422 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,015 $391K 0.01% +7 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 3,000 $382K 0.08% -3,440 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,992 $381K 0.03% 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,952 $376K 0.04% -50 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 2,945 $375K 0.19% -1,266 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,943 $375K 0.03% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 2,913 $371K 0.04% +2 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,855 $363K <0.01% -35,174 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 2,852 $363K 0.08% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,841 $362K <0.01% -178 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,832 $361K <0.01% -741 13F-HR Timeline Group INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 2,835 $361K 0.1% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,803 $360K 0.07% +7 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,823 $359K 0.2% -94 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 2,800 $356K 0.26% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 2,766 $352K 0.06% +417 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 2,761 $351K 0.08% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,752 $350K <0.01% 0 13F-HR/A Timeline Group Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 2,721 $346K 0.03% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,707 $345K 0.15% -3 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,706 $344K 0.03% -84 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,701 $344K 0.02% -14 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,700 $344K 0.06% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,680 $341K 0.15% -312 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,616 $333K 0.12% -189 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,593 $330K 0.08% -123 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,591 $330K 0.01% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,609 $328K 0.01% -228 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 2,565 $327K <0.01% -132 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,530 $322K 0.01% +90 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,498 $318K 0.17% +84 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,464 $314K 0.01% 0 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 2,414 $307K 0.21% 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,414 $307K 0.02% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,412 $307K 0.02% +42 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,403 $306K 0.13% +95 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,391 $304K 0.02% +4 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,366 $301K 0.01% -3,930 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,329 $297K 0.01% -629 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,288 $291K 0.01% -4 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 2,257 $287K 0.09% +29 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 2,254 $287K 0.16% 0 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 2,235 $285K 0.05% 0 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 2,171 $276K 0.11% -235 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2,130 $271K 0.04% +1,200 13F-HR/A Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,127 $271K 0.03% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,114 $269K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,108 $268K 0.01% 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,053 $268K 0.01% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,093 $266K 0.05% +5 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,093 $266K 0.02% -51 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,064 $263K 0.1% -9 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 2,047 $261K 0.09% +85 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 2,047 $261K 0.22% 0 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 2,024 $258K 0.04% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,006 $255K 0.07% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,005 $255K 0.01% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,003 $255K 0.02% -111 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 2,000 $255K <0.01% -11,100 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 1,998 $254K 0.07% +35 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,989 $253K 0.06% 0 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 1,977 $252K 0.15% -50 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,974 $251K 0.08% +2 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,968 $251K 0.04% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 1,957 $249K 0.07% -186 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,940 $247K 0.03% +68 13F-HR Timeline Spectrum Financial Alliance Ltd LLC More: the full row for Spectrum Financial Alliance Ltd LLC 1,949 $247K 0.07% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,905 $243K 0.03% +1 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,903 $242K 0.02% -745 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,899 $242K 0.01% -244 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 1,882 $240K 0.14% 0 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 1,877 $239K 0.01% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,870 $238K 0.01% +2 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,865 $237K 0.02% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,860 $237K 0.01% +1,833 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,851 $236K 0.03% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 1,840 $234K 0.03% +73 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 1,839 $234K 0.07% +7 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 1,834 $234K 0.1% -150 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,829 $233K 0.03% -1,001 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 1,818 $231K 0.07% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 1,808 $230K 0.02% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,801 $229K 0.09% -463 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,787 $227K 0.02% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,785 $227K 0.11% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,763 $224K 0.02% -816 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,745 $222K <0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,723 $219K 0.01% -422 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,716 $218K 0.02% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,706 $217K 0.01% -136 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,698 $216K <0.01% 0 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 1,695 $216K 0.06% new 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,689 $215K 0.11% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,683 $214K 0.06% -185 13F-HR/A Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 1,677 $213K 0.17% -171 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,666 $212K 0.02% new 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 1,663 $212K 0.06% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,658 $211K 0.01% -167 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,650 $210K 0.03% new 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 1,644 $209K 0.1% -342 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,635 $208K 0.01% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,625 $207K 0.02% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,621 $206K 0.1% +6 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,608 $205K <0.01% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 1,608 $205K 0.03% -228 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 1,601 $204K 0.07% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,596 $203K 0.02% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,595 $203K <0.01% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,586 $202K 0.01% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,585 $202K 0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,585 $202K 0.08% +85 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,555 $198K 0.04% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 1,530 $195K 0.04% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 1,480 $188K 0.17% 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,468 $187K <0.01% -876 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,446 $184K 0.02% -4 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,428 $182K 0.01% -621 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,398 $178K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,380 $176K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,343 $171K 0.03% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,306 $166K 0.08% new 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 1,300 $165K 0.04% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,288 $164K 0.01% +13 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,284 $163K <0.01% +427 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,240 $158K 0.01% -1,590 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,236 $157K 0.02% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 1,217 $155K 0.08% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,210 $154K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,158 $147K 0.01% +18 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,148 $146K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,140 $145K 0.09% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,103 $140K 0.02% +159 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,103 $140K 0.03% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,060 $135K 0.02% 0 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,053 $134K 0.09% +4 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,022 $130K <0.01% -1,084 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,016 $129K 0.05% +134 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 980 $125K 0.01% -20 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 954 $121K 0.09% -269 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 911 $116K 0.05% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 906 $115K 0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 899 $114K 0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 880 $112K 0.11% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 882 $112K 0.04% 13F-HR/A Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 834 $106K 0.07% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 833 $106K 0.04% +2 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 825 $105K 0.03% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 808 $103K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 790 $101K <0.01% new 13F-HR Timeline Group Peterson Wealth Services More: the full row for Peterson Wealth Services 773 $98.4K 0.03% +50 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 758 $96.5K 0.03% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 725 $92.3K <0.01% -706 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 711 $90.5K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 683 $86.9K <0.01% +490 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 677 $86.2K 0.04% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 666 $85K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EASTERN BANK More: the full row for EASTERN BANK 663 $84.4K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 663 $84.4K 0.03% +1 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 629 $80.1K 0.08% 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 619 $78.8K 0.02% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 619 $78.8K 0.02% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 626 $78.8K 0.04% +90 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 607 $77.3K 0.03% -635 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 598 $76K <0.01% -8,756 13F-HR Timeline Group AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 593 $75.5K 0.04% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 587 $74.8K 0.01% -31 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 577 $73K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 560 $71.3K 0.01% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 544 $69.3K 0.01% +298 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 544 $69.3K 0.02% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 530 $67.7K 0.06% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 525 $66.8K 0.02% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 495 $63K <0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 491 $62.5K 0.02% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 490 $62.4K 0.02% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 482 $61.7K 0.03% +1 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 475 $60.5K 0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 470 $59.8K <0.01% -70 13F-HR Timeline Group Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 444 $56.5K 0.04% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 427 $54.3K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 406 $51.7K 0.01% +1 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 403 $51.3K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 403 $51.3K <0.01% +31 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 391 $49.8K 0.01% 0 13F-HR Timeline