IRON Financial LLC More: the full row for IRON Financial LLC 43,671 $2.6M 1.14% -573 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 43,420 $2.59M 1.18% +68 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 42,546 $2.53M 0.59% +892 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 42,230 $2.51M 1.79% -13,232 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 41,519 $2.47M 0.09% new 13F-HR/A Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 41,500 $2.47M 2.17% +1,780 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 40,921 $2.44M 2.05% +2,466 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 40,901 $2.44M 0.54% -485 13F-HR Timeline Group Oath Planning, LLC More: the full row for Oath Planning, LLC 39,585 $2.36M 2.09% +842 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 36,603 $2.35M 0.13% -730 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 39,458 $2.35M 0.03% +32,542 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 38,841 $2.31M 2.27% -12,648 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 38,660 $2.3M 0.12% +614 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 38,506 $2.29M 0.96% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 38,498 $2.29M 0.02% -4,009 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 38,480 $2.29M 0.71% 0 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 38,270 $2.28M 2.09% +3,765 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 38,113 $2.27M 2.03% +5,276 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 37,960 $2.26M 0.75% new 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 37,056 $2.21M 0.01% +7,220 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 36,650 $2.18M 0.01% -103,652 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 35,970 $2.14M 0.74% +2,085 13F-HR Timeline BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 35,843 $2.13M 1.68% 0 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 35,813 $2.13M <0.01% -2,812 13F-HR/A Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 35,695 $2.12M 0.04% +417 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 35,177 $2.09M <0.01% -2,373 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 35,095 $2.09M 0.05% +4,092 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 34,669 $2.06M 0.45% -3,749 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 34,613 $2.06M 0.02% -498 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 34,267 $2.04M 0.95% +4,769 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 34,040 $2.03M 0.03% +31 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 33,703 $2.01M 0.01% +4,851 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 33,698 $2.01M <0.01% +5,018 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 33,422 $1.99M 0.03% +8,369 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 33,352 $1.99M 0.17% -356 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 33,190 $1.98M 0.78% -3,702 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 33,101 $1.97M 0.47% +621 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 33,004 $1.97M 0.02% +12,457 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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More: the full row for FAGAN ASSOCIATES, INC. 31,484 $1.87M 0.26% -530 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 31,069 $1.85M 0.17% -7,906 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 30,829 $1.84M 0.45% +1,291 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 30,462 $1.81M 1.05% -3,620 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 30,289 $1.8M 0.24% -8,009 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 30,085 $1.79M 0.2% -506 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 29,709 $1.77M 0.37% +1,137 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 29,179 $1.74M 0.05% +2,692 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 28,953 $1.72M 0.05% +8,280 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 27,894 $1.66M -186 Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 27,769 $1.65M 0.16% -568 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 27,611 $1.64M 1.25% 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 27,399 $1.63M 0.42% -1,866 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 27,294 $1.63M 0.03% 0 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 26,631 $1.58M 1.24% -4,164 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 26,476 $1.58M 0.03% +648 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 26,326 $1.57M 0.07% +9,640 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 26,277 $1.56M 0.16% -678 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 25,765 $1.53M 0.29% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 25,448 $1.52M 0.09% +28 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 25,439 $1.51M 0.64% +423 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 25,427 $1.51M 0.2% 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 25,273 $1.51M 0.38% +4,354 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 25,212 $1.5M 0.23% +1,114 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 25,122 $1.5M 0.48% +7,316 13F-HR Timeline COOPERMAN LEON G More: the full row for COOPERMAN LEON G 25,028 $1.49M 0.05% 0 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 24,688 $1.47M 0.63% -229 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 24,604 $1.47M 1.21% +85 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 24,377 $1.45M 0.04% -122 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 23,721 $1.41M 0.04% +2,881 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 23,311 $1.39M 0.92% new 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 23,358 $1.39M <0.01% new 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 23,232 $1.38M 0.02% -5,026 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 23,111 $1.38M 0.36% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 22,699 $1.35M 0.3% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 22,684 $1.35M 0.07% +6,215 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 22,655 $1.35M 0.53% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 22,475 $1.34M 0.07% -4,322 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 22,121 $1.32M 0.44% -475 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 22,078 $1.31M 0.23% +4,461 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 21,777 $1.3M 0.36% +5,678 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 20,830 $1.24M 0.03% new 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 20,773 $1.24M <0.01% new 13F-HR Timeline Group Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 20,748 $1.24M 0.44% +5,274 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 20,743 $1.24M 1.33% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 20,640 $1.23M 0.06% +4,668 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 20,583 $1.23M <0.01% +12,333 13F-HR Timeline Group Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 20,339 $1.21M 0.43% +3,143 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 20,334 $1.21M 0.45% 0 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 20,322 $1.21M 1.06% -250 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 20,132 $1.2M 0.04% +14,434 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 20,067 $1.19M 0.04% -231 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 19,788 $1.18M <0.01% +16,276 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 19,760 $1.18M 0.01% +2,217 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 19,759 $1.18M 0.22% new 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 19,339 $1.15M 0.39% +4,075 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 19,306 $1.15M 1.17% +582 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 18,934 $1.13M 0.02% -4,718 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 18,872 $1.12M 0.21% -1,852 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 18,765 $1.12M 0.39% -649 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 18,696 $1.11M 0.25% +135 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 18,661 $1.11M 0.03% +1,388 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 18,660 $1.11M 0.28% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 18,631 $1.11M 0.07% +781 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 18,535 $1.1M 0.01% +2,664 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 18,481 $1.1M 0.59% new 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 18,466 $1.1M -446,149 Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 18,419 $1.1M 0.02% +5,700 13F-HR Timeline Group Estate Counselors, LLC More: the full row for Estate Counselors, LLC 18,245 $1.09M 0.1% new 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 18,178 $1.08M 0.06% -9,955 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 18,124 $1.08M 1.6% +705 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 18,093 $1.08M 0.45% -9,279 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 18,020 $1.07M 0.09% +69 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 18,005 $1.07M 0.08% -58,606 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 17,709 $1.05M 0.09% +16,632 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 17,613 $1.05M 0.03% -7,172 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 17,566 $1.05M 0.31% +66 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 17,525 $1.04M 0.67% +525 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 17,446 $1.03M 0.01% -5,332 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 17,216 $1.03M 0.11% +11,027 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 16,942 $1.01M 0.02% -1,915 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 16,935 $1.01M <0.01% 0 13F-HR/A Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 16,894 $1.01M 0.07% +926 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 16,598 $987K 0.01% -222 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 16,546 $985K <0.01% +2,735 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 16,237 $967K 0.06% +80 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 16,133 $961K 0.39% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 15,970 $951K 0.04% -60,373 13F-HR Timeline SWS Partners More: the full row for SWS Partners 15,804 $941K 0.23% +964 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 15,755 $938K 0.89% +1,390 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 15,701 $935K 0.02% +2,638 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 15,628 $931K 0.06% -371 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 15,555 $926K 0.16% +714 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 15,512 $924K 0.08% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 15,506 $923K 0.03% +1,186 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 15,475 $922K 0.02% +49 13F-HR/A Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 15,229 $907K 0.11% +90 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 15,186 $903K <0.01% -387,514 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 15,062 $897K 0.01% -407 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 14,885 $886K 0.04% -235 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 14,844 $884K 0.12% -3,977 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 14,793 $881K 0.08% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,624 $871K 0.01% +857 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 14,544 $866K 0.03% +1,739 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 14,404 $858K 0.26% new 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 14,306 $852K 0.03% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 14,131 $842K 0.06% +2,901 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 14,035 $836K 0.45% +817 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 13,993 $833K 0.43% +1,848 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 13,969 $832K 0.03% +8,008 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 13,918 $829K 0.02% +677 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 13,898 $828K 0.08% +3,983 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 13,784 $821K 0.07% -358 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 13,767 $820K 0.05% 0 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 13,811 $817K 0.48% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 13,636 $812K 0.03% +10,275 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 13,558 $807K 0.16% -230 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 13,554 $807K 0.05% new 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 13,408 $798K 0.16% -2,383 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 13,120 $781K 0.03% 0 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 12,930 $770K 3.5% -6,640 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 12,868 $766K 0.01% -253 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,853 $765K 0.01% -3,045 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 12,829 $764K 0.02% +1,677 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 12,730 $758K 0.04% -2,368 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 12,696 $756K 0.01% new 13F-HR Timeline Group NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 12,683 $755K 0.06% -3,332 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 12,614 $751K <0.01% -70 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 12,521 $746K 0.03% -889 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 12,509 $745K 0.03% +5,768 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 12,451 $742K <0.01% +3,473 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 12,398 $738K 0.33% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 12,281 $731K 0.02% +44 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 12,174 $725K 0.57% -100 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 12,119 $722K 0.45% +70 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 11,887 $708K 0.38% +342 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 11,872 $707K 0.5% -221 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 11,769 $701K 0.12% +1,419 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 11,757 $700K 0.01% +7,991 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 11,731 $699K 0.01% +300 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 11,676 $695K 0.12% new 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 11,654 $694K 0.16% -9,161 13F-HR Timeline Ausdal Financial Partners, Inc. 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