LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 29,805 $1.73M 0.34% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 29,799 $1.73M 0.1% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 29,790 $1.73M 0.03% -277 13F-HR Timeline Spectrum Financial Alliance Ltd LLC More: the full row for Spectrum Financial Alliance Ltd LLC 29,699 $1.73M 0.6% -67,007 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 29,260 $1.7M 0.05% -2,100 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 29,164 $1.69M 0.19% -2,245 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 28,940 $1.68M 0.05% +350 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 28,903 $1.68M 0.03% -1,225 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 28,773 $1.67M <0.01% +18,573 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 28,647 $1.67M 0.29% -219 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 28,532 $1.66M 1.1% 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 28,487 $1.66M 0.4% new 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 28,259 $1.64M 1.65% 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 28,125 $1.64M 0.43% +12,405 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 28,117 $1.64M -2,799 Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 27,853 $1.62M 0.06% +16,046 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 27,592 $1.61M 0.32% +203 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 27,434 $1.6M 0.19% +24,864 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 27,281 $1.59M 0.33% -7,181 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 27,194 $1.58M <0.01% -512 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 27,164 $1.58M 0.12% -983 13F-HR Timeline Group Security Financial Services, INC. More: the full row for Security Financial Services, INC. 27,141 $1.58M 0.32% +619 13F-HR Timeline MARSHFIELD ASSOCIATES More: the full row for MARSHFIELD ASSOCIATES 26,867 $1.56M 0.03% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 26,525 $1.54M 0.09% +1,560 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 25,946 $1.51M 0.42% -1,034 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 25,803 $1.5M 0.39% +9,796 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 25,791 $1.5M 1.49% 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 25,736 $1.5M 0.02% -1,731 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 25,679 $1.49M 0.09% -2,654 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 25,365 $1.48M 0.15% new 13F-HR Timeline Group Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 25,184 $1.47M 0.94% +23,204 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 24,984 $1.45M 0.08% -6,286 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 24,971 $1.45M 0.17% +18,176 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 24,750 $1.44M 0.29% -3,000 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 24,351 $1.42M 2.99% 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 23,844 $1.39M 0.6% -244 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 23,793 $1.38M 0.09% -381 13F-HR Timeline Group Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 23,683 $1.38M 0.15% -26,498 13F-HR/A Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 23,541 $1.37M 0.01% -11,178 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 23,499 $1.37M 0.37% +570 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 23,107 $1.34M 0.32% +321 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 22,976 $1.34M 0.27% -153,119 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 22,879 $1.33M 1.12% 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 22,802 $1.33M 0.07% +11,858 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 22,795 $1.33M 0.14% +886 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 22,781 $1.33M +2,344 Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 22,777 $1.33M 0.24% +2,701 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 22,777 $1.33M 0.02% +1,559 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 22,760 $1.32M 0.96% 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 22,606 $1.32M 0.11% +113 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 22,421 $1.3M 0.03% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 22,136 $1.29M 0.08% +1,198 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 22,127 $1.29M 0.4% -2,157 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 22,065 $1.28M 0.67% +520 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 21,781 $1.27M 0.01% new 13F-HR/A Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 21,692 $1.26M 0.04% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 21,678 $1.26M 0.09% -2,096 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 21,493 $1.25M 0.16% -1,733 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 21,293 $1.24M 0.05% -44,921 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 21,109 $1.23M 0.89% +800 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 20,845 $1.21M 0.17% 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 20,350 $1.18M 0.01% +5,725 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 20,290 $1.18M 0.1% new 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 20,191 $1.17M 1.07% 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 20,107 $1.17M 0.32% +208 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 20,093 $1.17M 0.09% -751,099 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 20,000 $1.16M 0.92% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 19,933 $1.16M 0.03% -174 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 19,757 $1.15M <0.01% +7,756 13F-HR Timeline Group Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 19,716 $1.15M 0.42% +1,640 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 19,661 $1.14M 0.08% +795 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 19,446 $1.13M 0.01% +4,881 13F-HR Timeline Group Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 19,430 $1.13M 0.55% new 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 19,382 $1.13M 1.09% +777 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 19,353 $1.13M 0.31% 0 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 19,175 $1.12M 0.28% 0 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 19,080 $1.11M 0.94% +3,455 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 18,866 $1.1M 0.1% +228 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 18,553 $1.08M 0.18% +2,277 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 18,456 $1.07M 0.01% -14,237 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 18,368 $1.07M 0.01% -3,545 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 18,059 $1.05M 0.41% -97 13F-HR Timeline Group TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 18,032 $1.05M 0.65% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 18,029 $1.05M 0.22% -67,799 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 17,946 $1.04M 0.51% -126 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 17,888 $1.04M 0.19% +12,608 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 17,880 $1.04M 0.05% +770 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 17,768 $1.03M <0.01% new 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 17,372 $1.01M 0.08% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 17,372 $1.01M 0.03% 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 17,304 $1.01M 0.05% +7,853 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 17,140 $997K 0.16% +1,690 13F-HR/A Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 17,132 $997K 0.09% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 17,004 $989K 0.16% -1,477 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 16,985 $988K 0.6% +953 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 16,984 $988K 0.16% +6,881 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 16,905 $983K 0.01% -1,177 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 16,894 $983K 0.04% new 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 16,615 $967K 0.1% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 16,443 $957K 0.04% +89 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 16,415 $955K 0.03% -2,376 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 16,287 $948K 0.13% +223 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 16,214 $943K 0.8% 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 16,164 $940K 0.19% 0 13F-HR Timeline Group Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 15,932 $927K 0.67% 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 15,746 $916K 0.09% +1,308 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 15,736 $916K 0.49% +100 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 15,580 $906K 0.17% +1,445 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 15,305 $890K 0.07% +5,446 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 15,284 $889K <0.01% +693 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 15,267 $888K 0.03% +4,236 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 15,253 $887K 0.46% -3,102 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 15,024 $874K 0.39% +8,151 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 15,000 $873K 0.32% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 14,970 $871K 0.01% -1,949 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 14,953 $870K 0.05% -2,985 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 14,806 $861K 0.46% -1,895 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 14,736 $857K 0.03% +1,567 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 14,665 $853K 0.08% +1,940 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 14,646 $852K <0.01% -3,242 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 14,532 $844K +1,664 Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 14,446 $840K 0.83% -1,083 13F-HR Timeline Wellington Wealth Strategies, LLC. More: the full row for Wellington Wealth Strategies, LLC. 14,365 $836K 0.76% +4,900 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 14,357 $835K 0.36% +44 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 14,270 $830K 0.01% -14,070 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 14,194 $826K 0.06% +1,403 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 14,187 $825K 0.42% -677 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 14,171 $824K 0.02% -407 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 14,141 $823K 0.18% 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 14,106 $821K 0.28% -2,871 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 14,065 $818K 0.11% +876 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 13,850 $806K 0.05% +1,740 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 13,841 $805K 0.06% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 13,690 $796K 0.02% +1,482 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 13,689 $796K 0.71% 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 13,619 $792K 0.1% +682 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 13,582 $790K 0.82% 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 13,546 $788K 0.4% +127 13F-HR Timeline AEGON USA Investment Management, LLC More: the full row for AEGON USA Investment Management, LLC 13,500 $785K 0.6% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 13,462 $783K 0.04% -1,147 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 13,383 $779K 0.03% +511 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 13,241 $770K 0.33% 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 13,193 $768K 0.51% +1,692 13F-HR Timeline Heritage Wealth Partners, LLC More: the full row for Heritage Wealth Partners, LLC 13,117 $763K 0.96% -74 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 13,039 $759K 0.19% -1,015 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 12,952 $754K 0.22% -25,148 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 12,933 $752K 0.24% -478 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 12,926 $752K 0.3% +884 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 12,899 $750K 0.01% +338 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 12,653 $736K 0.02% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 12,559 $731K 0.01% -25,564 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 12,544 $730K 0.41% +200 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 12,483 $726K 0.01% +3,435 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 12,399 $721K 0.02% +350 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 12,326 $717K 0.1% +88 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 12,296 $715K 0.04% -344,436 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 12,170 $708K 0.02% +3,046 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 12,045 $701K 0.06% 0 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 12,047 $701K 0.51% +89 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 11,959 $696K 0.07% +166 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 11,880 $691K <0.01% -1,411 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 11,811 $687K 0.01% -7,593 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 11,808 $687K 0.08% -1,060 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 11,624 $676K 0.42% +2,652 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 11,577 $674K 0.15% +272 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 11,497 $669K 0.63% 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 11,484 $668K 0.15% +320 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 11,440 $665K 0.35% +618 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 11,427 $665K +2,752 Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 11,404 $664K 0.01% -584 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 11,365 $661K 0.06% 0 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 11,348 $660K 0.17% -300 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 11,342 $660K 0.05% -2,276 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 11,207 $652K 0.23% +114 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 11,128 $647K 0.03% -16,391 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 11,082 $645K 0.21% 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 11,080 $645K 0.45% 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 10,966 $638K 0.05% -143 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 10,817 $629K 0.06% +1,483 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 10,785 $627K 0.64% 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 10,668 $621K 0.29% +860 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 10,392 $604K 0.19% +119 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 10,367 $603K 0.08% -22,257 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 10,348 $602K +2,165 Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 10,330 $601K 0.01% -57,486 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 10,229 $596K 0.08% +82 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 10,109 $588K 0.39% +36 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,065 $586K 0.03% -3,696 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 9,975 $580K 0.41% -310 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 9,782 $569K 0.26% +50 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 9,777 $569K 0.09% +23 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 9,758 $568K 0.12% 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 9,708 $565K 0.02% -14,071 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 9,662 $562K 0.31% +294 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 9,591 $558K 0.05% -1,551 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 9,569 $557K 0.43% 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,450 $550K 0.05% +67 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 9,411 $548K <0.01% -626 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 9,369 $545K <0.01% +372 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 9,357 $544K 0.04% -44,406 13F-HR Timeline