BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 33,858 $1.99M 1.03% +662 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 33,761 $1.99M 0.35% +5,099 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 33,630 $1.98M 2.29% +10,389 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 33,570 $1.98M <0.01% +25,330 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 33,529 $1.97M 0.05% +6,961 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 33,500 $1.97M 1.14% -8,650 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 33,389 $1.96M 0.08% +3,601 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 33,263 $1.96M 1.55% +11,329 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 33,001 $1.94M 0.06% +322 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 32,958 $1.94M 0.08% +217 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 32,737 $1.93M 0.31% +4,289 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 32,514 $1.91M 0.53% new 13F-HR/A Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 32,110 $1.89M 0.07% 0 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 31,730 $1.87M 0.44% -5,379 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 31,658 $1.86M 0.04% +23 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 31,627 $1.86M 0.13% -1,377 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 31,534 $1.86M 0.35% +1,462 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 31,141 $1.83M 0.38% -243 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 31,029 $1.83M 0.16% -17,831 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 30,610 $1.8M 0.17% -72 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 30,468 $1.79M 0.59% +1,339 13F-HR Timeline Bell Bank More: the full row for Bell Bank 29,934 $1.76M 0.08% +7,783 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 29,235 $1.72M 0.12% +8,798 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 28,516 $1.68M 0.04% -4,224 13F-HR/A Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 28,208 $1.66M 0.55% +1,526 13F-HR/A Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 27,966 $1.65M 0.66% +527 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 27,759 $1.63M 0.1% +10,018 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 27,698 $1.63M 0.11% -12,103 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 27,440 $1.61M 0.05% -1,820 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 26,950 $1.59M 0.08% +884 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 26,864 $1.58M 0.5% -4,035 13F-HR/A Timeline Barton Investment Management More: the full row for Barton Investment Management 26,589 $1.56M 0.16% -800 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 26,536 $1.56M 0.49% -3,150 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 25,989 $1.53M 0.28% -397 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 25,846 $1.52M 0.32% -1,284 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 25,648 $1.51M 0.95% -2,319 13F-HR Timeline eCIO, Inc. 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More: the full row for MATHER GROUP, LLC. 24,782 $1.46M 0.01% +14,965 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 24,776 $1.46M 0.02% +2,295 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 24,450 $1.44M 0.01% +1,975 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 24,080 $1.42M 0.05% +703 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 23,992 $1.41M 0.75% +10,317 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 23,921 $1.41M 0.32% +208 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 23,336 $1.37M 0.01% +4,413 13F-HR/A Timeline Group Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 23,328 $1.37M 0.75% +2,726 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 23,313 $1.37M 0.33% +919 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 23,148 $1.36M 0.14% -6,236 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 22,897 $1.35M 0.54% -1,296 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 22,584 $1.33M 0.09% +325 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 22,483 $1.32M 0.58% +120 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 22,455 $1.32M 0.02% -124 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 22,069 $1.3M 0.35% -3,815 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 21,680 $1.28M 0.55% -1,821 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 21,350 $1.26M 0.17% -4,256 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 21,162 $1.25M 0.18% +3,248 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 21,135 $1.24M 0.12% -12,471 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 21,063 $1.24M 0.54% 0 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 20,951 $1.23M 0.17% new 13F-HR Timeline Group ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 20,909 $1.23M 0.53% new 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 20,840 $1.23M 0.27% +621 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 20,785 $1.22M 0.33% -433 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 20,711 $1.22M 0.08% -1,107,559 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 20,538 $1.21M 0.7% +37 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 20,500 $1.21M 0.04% +15,519 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 20,439 $1.2M 0.01% +252 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 20,422 $1.2M 0.07% -245 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 20,052 $1.18M 0.07% +6,203 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 20,000 $1.18M 0.86% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 19,881 $1.17M 0.03% -855 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 19,867 $1.17M 0.36% +2,021 13F-HR Timeline Group Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 19,753 $1.16M 0.52% -1,190 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 19,671 $1.16M 0.11% +6,116 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 19,471 $1.15M 0.06% +6,274 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 19,448 $1.14M 0.05% 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 19,331 $1.14M 0.02% -595 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 19,269 $1.13M 0.04% +7,488 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 19,175 $1.13M 0.25% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 19,019 $1.12M 0.11% +2,714 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 19,018 $1.12M 0.04% -518 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 19,011 $1.12M 0.13% +101 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 18,973 $1.12M 0.01% +1,504 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 18,923 $1.11M 0.06% +5,128 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 18,767 $1.1M 0.59% +74 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 18,753 $1.1M 1.02% -1,305 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 18,705 $1.1M 0.89% -549 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 18,682 $1.1M 1.47% -25,699 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 18,622 $1.1M <0.01% -1,580 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 18,442 $1.09M 0.01% +446 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 18,431 $1.08M -508 Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 18,337 $1.08M 0.26% -14,795 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 18,313 $1.08M 0.09% +15,277 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 18,310 $1.08M 0.59% -3,839 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 17,708 $1.04M 0.04% -1,110 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 17,654 $1.04M 0.06% +9,992 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 17,632 $1.04M 0.18% +151 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. 17,411 $1.02M 0.02% -330 13F-HR Timeline Group Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 17,299 $1.02M 0.25% -2,448 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 17,132 $1.01M 0.07% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 17,094 $1.01M 0.09% +1,139 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 17,055 $1M 0.91% +1,773 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 17,047 $1M 0.02% -338 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 16,991 $1000K 0.16% -2,760 13F-HR Timeline American Trust More: the full row for American Trust 16,656 $980K 0.08% +88 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 16,615 $978K 0.09% 0 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 16,315 $960K 0.39% +1,501 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 16,151 $950K 0.79% +1,000 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 16,083 $946K 0.08% -12,509 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 15,928 $937K 0.03% +40 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 15,890 $935K 0.17% +1,320 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 15,747 $927K 0.03% -353 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 15,680 $923K 0.36% +3,043 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 15,565 $916K 0.52% +1,888 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 15,292 $900K 0.03% -146 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 15,103 $889K 0.1% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 15,074 $887K 0.12% -1,160 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 14,963 $881K <0.01% +8,705 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 14,956 $880K <0.01% +3,993 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 14,849 $872K 0.13% -1,152 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 14,700 $868K 1.29% +5,238 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 14,679 $864K 0.02% -17,892 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 14,566 $857K 0.37% +444 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 14,457 $851K +6,841 Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 14,430 $849K +597 Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 14,329 $843K 0.13% -2,021 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 14,235 $838K 0.22% +3,186 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 14,155 $833K 0.21% new 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 14,094 $829K 0.31% -457 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 14,080 $829K 1.21% new 13F-HR/A Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 14,005 $824K 0.18% +522 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 13,976 $822K <0.01% +1,485 13F-HR/A Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 14,005 $822K 0.5% -1,388 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 13,923 $819K 0.43% new 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 13,892 $818K 0.56% -1,751 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 13,821 $813K <0.01% +1,480 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 13,813 $813K <0.01% -913 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,736 $808K 0.01% -148 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 13,705 $808K 0.27% +539 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 13,626 $802K 0.27% -855 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 13,564 $797K 0.01% +4,337 13F-HR Timeline AEGON USA Investment Management, LLC More: the full row for AEGON USA Investment Management, LLC 13,500 $794K 0.54% 0 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 13,493 $794K 0.54% -1,032 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 13,453 $792K 0.09% -1,823 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 13,300 $783K 0.01% +9,800 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 13,221 $778K 0.35% +46 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 13,218 $778K 0.18% +2,435 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 13,075 $769K 0.37% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 13,036 $767K 0.01% -2,464 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 13,001 $765K 0.12% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 12,927 $761K <0.01% -65,879 13F-HR Timeline Group Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 12,909 $760K 0.48% +529 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 12,733 $749K 0.02% +80 13F-HR/A Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 12,593 $741K 0.11% +2,799 13F-HR/A Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 12,586 $741K 0.38% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,563 $739K 0.03% +1,306 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 11,724 $733K 0.33% +1,839 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 12,459 $733K 0.52% -328 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 12,411 $730K 0.08% -5,375 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 12,411 $730K 0.02% +131 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 12,395 $729K 0.02% +3,634 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 12,327 $725K 0.07% -3 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 12,247 $721K 0.68% +2,015 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 12,185 $717K 0.2% -376 13F-HR/A Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 12,128 $714K 0.52% +2,177 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 12,093 $711K 0.04% -48 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 12,064 $710K 0.1% +502 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 12,056 $710K 0.2% -232 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,976 $705K <0.01% -14,599 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 11,756 $692K 0.09% +1,554 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 11,724 $690K 0.04% +4 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 11,686 $688K 0.12% -289,964 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 11,680 $687K 0.21% +227 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,669 $687K 0.04% -864 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 11,585 $682K 0.12% +4,634 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 11,542 $679K 0.13% 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 11,425 $672K -12,110 Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 11,318 $666K 0.22% -601 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 11,315 $666K 0.05% -193 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 11,291 $664K 0.36% +79 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,285 $664K 0.02% -535 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 11,202 $659K 0.4% +1,210 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 11,190 $659K 0.04% 0 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 11,189 $658K <0.01% -4,004 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 11,178 $658K 0.07% -572 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 11,030 $648K 0.05% 0 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 11,009 $648K 0.33% +163 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 10,998 $647K 0.42% +1,517 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 10,984 $646K 0.02% 0 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 10,980 $646K 0.5% -3,841 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,874 $640K 0.04% -70 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 10,837 $638K 0.14% +279 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 10,816 $637K 0.05% +175 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 10,745 $632K 0.11% +5,153 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,729 $631K 0.03% +3,853 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 10,487 $617K 0.09% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 10,460 $616K 0.08% +4,774 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 10,450 $615K 0.05% +3,564 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 10,396 $612K 0.2% +45 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 10,383 $611K 0.08% 0 13F-HR Timeline