Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 10,714 $638K 0.09% +1,507 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 10,683 $636K 0.14% +1,015 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 10,612 $632K 0.16% +583 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 10,514 $626K 0.57% -6,453 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 10,512 $626K 0.22% -20,757 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 10,286 $613K 0.06% 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 10,293 $609K 0.5% -598 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 10,183 $606K 0.01% -1,565 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,095 $601K 0.01% 0 13F-HR Timeline Arena Capital Advisors, LLC- CA More: the full row for Arena Capital Advisors, LLC- CA 10,000 $596K 0.3% new 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 9,980 $594K 0.21% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,839 $586K <0.01% +2,244 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,828 $585K 0.01% +113 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 9,768 $582K 0.15% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 9,768 $582K 0.04% -119 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 9,527 $567K 0.2% -607 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 9,479 $564K 0.24% new 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 9,463 $564K 0.43% 0 13F-HR/A Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 9,394 $559K 0.3% +1,362 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,294 $553K 0.01% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 9,200 $547K 0.13% +2,708 13F-HR Timeline Trust Co More: the full row for Trust Co 9,177 $546K 0.05% +27 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 9,171 $546K 0.2% +5,484 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 9,172 $544K 0.12% +549 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 9,226 $543K 0.13% +1,245 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 9,104 $542K 0.44% -172 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 9,076 $540K 0.52% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 8,862 $528K 0.15% +94 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,853 $527K 0.02% +373 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 8,830 $526K 0.03% 0 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 8,659 $516K 0.01% new 13F-HR Timeline Group IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 8,644 $515K 0.22% +70 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 8,630 $514K 0.07% +1,730 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 8,497 $505K 0.16% -45 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 8,322 $496K 0.37% +1,178 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 8,321 $495K 0.1% +2,069 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 8,228 $490K 0.1% 0 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 8,160 $486K +784 Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 8,139 $485K 0.08% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 8,023 $478K 0.03% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 8,011 $477K new Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 7,957 $474K 0.04% +2,163 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 7,956 $474K 0.05% +1,106 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,932 $472K <0.01% -2,115 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 7,865 $468K 0.01% +153 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 7,833 $466K 0.06% -684 13F-HR Timeline Group ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 7,785 $464K 0.06% -5,335 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 7,773 $463K 0.41% +7,513 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 7,772 $463K 0.01% +4,266 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 7,731 $460K 0.33% -239,306 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,610 $453K 0.03% +3,559 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 7,593 $452K <0.01% -4,985 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 7,567 $451K 0.19% +117 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 7,550 $450K 0.05% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7,545 $449K 0.01% -2,869 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 7,526 $448K 0.02% 0 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 7,464 $444K 0.36% -798 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 7,452 $444K 0.33% -494 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 7,301 $435K 0.44% +761 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 7,254 $432K 0.21% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 7,243 $431K 0.26% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 7,218 $430K <0.01% 13F-HR Timeline Group Atala Financial Inc More: the full row for Atala Financial Inc 7,148 $426K 0.29% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 7,097 $423K 0.02% +1 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 7,072 $421K 0.08% -37,728 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 7,035 $419K 0.22% -66 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 7,053 $418K 0.37% -416 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 7,003 $417K 0.31% +9 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 6,956 $414K 0.09% 0 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 6,949 $414K 0.14% +1,090 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 6,917 $410K 0.07% +724 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 6,850 $408K 0.08% new 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 6,790 $404K <0.01% -2,349 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,778 $404K <0.01% +957 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 6,736 $401K 0.22% +39 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 6,671 $397K 0.15% -805 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 6,640 $395K 0.04% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,566 $389K 0.03% -42 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 6,535 $389K 0.18% -5,749 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 6,522 $388K 0.41% +345 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 6,492 $387K 0.05% new 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 6,500 $387K 0.07% -2,000 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,494 $387K 0.05% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,410 $382K 0.03% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,337 $377K 0.01% +679 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,304 $375K <0.01% 0 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 6,216 $370K 0.03% -1,105 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 6,122 $364K <0.01% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 6,101 $363K 0.02% +30 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 6,063 $361K 0.21% -344 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 5,913 $352K 0.15% -4,672 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,908 $352K 0.01% -402 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,908 $352K 0.02% +923 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 5,892 $351K 0.13% +638 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 5,833 $350K <0.01% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,826 $347K 0.19% +786 13F-HR Timeline Centennial Advisors, LLC More: the full row for Centennial Advisors, LLC 5,814 $346K 0.44% -1,440 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 5,789 $345K <0.01% new 13F-HR Timeline Group Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 5,773 $344K 0.1% +4,302 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 5,773 $344K 0.1% +3,707 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 5,756 $343K 0.07% +183 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,750 $342K 0.05% -399 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 5,723 $341K 0.02% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,720 $341K 0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 5,694 $339K 0.27% -40 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 5,654 $337K 0.14% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,632 $335K 0.01% -1 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 5,594 $333K 0.22% -99,436 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,586 $333K 0.01% +2,132 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,524 $329K 0.01% -642 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,461 $325K 0.02% +50 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 5,421 $323K 0.03% -37 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 5,403 $322K 0.17% -3,700 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 5,396 $321K 0.04% +118 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 5,290 $315K 0.09% 0 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 5,278 $314K 0.04% -176 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 5,271 $314K 0.06% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 5,268 $314K 0.02% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,231 $311K 0.01% +541 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 5,230 $311K 0.01% 0 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 5,159 $307K 0.07% -2,761 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5,148 $307K 0.02% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 5,118 $305K 0.03% new 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 5,117 $305K 0.08% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,108 $304K <0.01% new 13F-HR Timeline Group FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 5,036 $300K 0.62% new 13F-HR/A Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 4,892 $291K 0.03% +11 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,884 $291K <0.01% +280 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 4,848 $289K 0.28% +40 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,840 $288K 0.01% new 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 4,796 $286K 0.09% new 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 4,747 $283K 0.1% -32 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 4,726 $281K 0.06% -147 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 4,710 $280K 0.04% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,700 $280K 0.13% 0 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 4,620 $275K 0.16% -829 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 4,592 $273K 0.12% +207 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,559 $271K 0.02% -660 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 4,567 $271K 0.08% +177 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/ 4,517 $269K <0.01% +954 13F-HR Timeline Group Financial Council, LLC More: the full row for Financial Council, LLC 4,509 $268K 0.1% +8 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 4,458 $265K 0.07% -348 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,460 $265K 0.02% +7 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,438 $264K 0.01% -28,722 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,429 $264K 0.05% new 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 4,393 $262K 0.11% new 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 4,387 $261K 0.03% -405 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 4,371 $260K 0.03% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 4,368 $260K 0.11% +3,783 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,366 $260K 0.01% -5,169 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 4,355 $259K 0.14% -935 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 4,343 $259K 0.21% -1,024 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,335 $258K 0.12% new 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 4,324 $257K 0.12% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,324 $257K 0.01% new 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 4,320 $257K 0.17% +26 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 4,310 $257K 0.02% 0 13F-HR/A Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,310 $257K 0.18% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,303 $256K 0.02% -582 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 4,296 $256K 0.01% -68 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 4,280 $255K 0.24% new 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,258 $254K 0.1% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 4,253 $253K 0.03% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,246 $253K <0.01% -2,348 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 4,232 $252K 0.07% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,211 $251K 0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,197 $250K 0.01% +227 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,173 $249K 0.03% new 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 4,170 $248K 0.25% +120 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 4,139 $246K 0.09% +25 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,115 $245K 0.01% -435 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 4,092 $244K 1.33% -13,485 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 4,073 $242K 0.11% +2,334 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 4,010 $239K 0.5% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,005 $238K 0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,968 $236K 0.03% 0 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 3,967 $236K 0.05% +392 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 3,887 $231K 0.02% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,852 $229K 0.01% -415 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 3,799 $226K 0.15% new 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 3,773 $225K 0.15% new 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,759 $224K 0.11% 0 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 3,749 $223K 0.15% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,746 $223K 0.02% -2,508 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,733 $222K 0.04% new 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 3,712 $221K 0.01% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,687 $220K <0.01% -135 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,658 $218K 0.01% -1,783 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,651 $217K 0.08% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,613 $215K 0.05% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 3,603 $215K 0.03% new 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 3,543 $211K 0.03% +18 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 3,535 $210K 0.03% 0 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 3,530 $210K 0.04% 0 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 3,515 $209K 0.17% 0 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 3,506 $209K 0.06% +22 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 3,491 $208K 0.04% -976 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,467 $206K 0.01% -168 13F-HR Timeline Group ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 3,453 $206K 0.32% +71 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,447 $205K 0.18% new 13F-HR Timeline