Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 41,925 $2.46M 1.85% -5,115 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 41,772 $2.45M 0.09% +21,272 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 41,599 $2.44M 1.11% +1,232 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 41,310 $2.43M 0.51% +4,716 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 41,163 $2.42M 0.65% -307 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 41,149 $2.42M 0.05% -1,024 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 40,938 $2.41M 0.8% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 40,688 $2.39M 0.07% +21,419 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 40,417 $2.37M 0.85% -3,523 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 40,356 $2.37M 1.48% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 40,238 $2.36M 0.07% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 39,726 $2.33M 0.26% -3,976 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 38,648 $2.27M 2.25% 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 38,160 $2.24M 0.35% +165 13F-HR Timeline Pinnacle Bancorp, Inc. 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More: the full row for Kingdom Financial Group LLC. 36,974 $2.17M 0.67% +25,772 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 36,902 $2.17M <0.01% -459 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 36,484 $2.14M 0.02% +940 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 36,396 $2.14M 0.02% -76,023 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 36,200 $2.13M 0.33% -33,437 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 35,933 $2.11M 1.03% -754 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 35,855 $2.11M 0.64% +260 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 35,742 $2.1M 0.3% new 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 35,713 $2.1M 0.33% +2,976 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 35,709 $2.1M 0.01% +1,538 13F-HR Timeline Group BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 35,616 $2.09M 1.04% +1,758 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 35,486 $2.08M 0.08% +2,528 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 34,996 $2.06M 0.07% +22,433 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 58,190 $2.03M 0.05% +10,712 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 33,761 $1.98M 0.3% 0 13F-HR Timeline Nest Investments, LLC More: the full row for Nest Investments, LLC 33,369 $1.96M 1.64% 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 33,339 $1.96M 1.3% +76 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 33,184 $1.95M 0.02% -1,121 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 32,879 $1.93M 0.05% -122 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 32,838 $1.93M 0.27% -1,088 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 32,162 $1.89M 0.14% +535 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 32,045 $1.88M 0.19% +8,897 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 31,459 $1.85M <0.01% -22,111 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 31,350 $1.84M 0.26% -6,946 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 31,166 $1.83M 0.04% -492 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 30,534 $1.79M 0.17% -76 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 30,533 $1.79M 0.68% -3,733 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 30,487 $1.79M 0.01% +16,751 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 30,414 $1.79M 0.36% -727 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 30,056 $1.76M 1.53% 13F-HR Timeline Bell Bank More: the full row for Bell Bank 29,934 $1.76M 0.08% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 29,916 $1.76M 0.51% -552 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 29,500 $1.73M 0.89% -4,000 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 29,482 $1.73M 0.04% -4,047 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 29,417 $1.73M 0.92% +5,425 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 29,297 $1.72M 1.15% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 29,017 $1.7M 0.01% +15,196 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 28,740 $1.69M 0.04% +224 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 28,202 $1.66M 0.22% 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 28,029 $1.65M 0.05% -4,081 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 27,942 $1.64M 0.66% +13,376 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 27,600 $1.62M 0.01% +3,150 13F-HR Timeline Group LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 27,481 $1.61M 0.51% -727 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 27,440 $1.61M 0.05% 0 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 27,065 $1.59M 0.15% +1,700 13F-HR Timeline Group Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 26,995 $1.59M 0.07% +7,524 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 26,794 $1.57M 0.54% -70 13F-HR/A Timeline Barton Investment Management More: the full row for Barton Investment Management 26,589 $1.56M 0.17% 0 13F-HR Timeline SUN LIFE FINANCIAL INC in group SUN LIFE FINANCIAL INC More: the full row for SUN LIFE FINANCIAL INC 26,450 $1.55M 0.08% -17,050 13F-HR Timeline Group eCIO, Inc. More: the full row for eCIO, Inc. 26,437 $1.55M 0.72% +988 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 26,404 $1.55M 0.78% +3,076 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 25,945 $1.52M 0.33% +2,024 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 25,648 $1.51M 0.94% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 25,296 $1.49M 0.27% -693 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 25,176 $1.48M 0.04% +5,295 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 25,094 $1.47M 0.07% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 24,508 $1.44M 0.35% +1,195 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 24,402 $1.43M 0.05% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 24,337 $1.43M 0.14% +5,318 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 24,261 $1.43M 0.59% +15,508 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 24,266 $1.43M 0.07% +5,343 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 23,761 $1.4M 0.42% -2,775 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 23,612 $1.39M 0.04% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 23,611 $1.39M 0.01% +275 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 23,490 $1.38M 0.02% -1,286 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 23,309 $1.37M 0.01% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 23,129 $1.36M 0.03% +8,450 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 22,955 $1.35M 1.35% 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 22,952 $1.35M 0.06% -3,998 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 22,853 $1.34M 0.08% +5,199 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 22,753 $1.34M 0.08% +2,042 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 22,718 $1.33M 0.57% +235 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 22,704 $1.33M 0.05% -1,376 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 22,677 $1.33M 0.34% +1,892 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 22,587 $1.33M 0.09% +3 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 22,561 $1.33M 0.03% +10,150 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 22,421 $1.32M 0.28% +1,581 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 22,366 $1.31M 0.55% +686 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 22,296 $1.31M 0.09% -6,939 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 21,873 $1.28M 0.07% -5,886 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 21,846 $1.28M 0.47% +6,166 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 21,839 $1.28M 0.18% 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 21,743 $1.28M 0.09% +1,691 13F-HR/A Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 20,983 $1.26M 1.63% +6,283 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 21,396 $1.26M 0.06% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 21,114 $1.24M 0.02% -1,341 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 21,096 $1.24M 0.12% +7,091 13F-HR/A Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 21,081 $1.24M 0.39% -46,359 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 20,850 $1.22M 0.33% -1,219 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 20,815 $1.22M 0.24% +1,640 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 20,573 $1.21M 0.46% -2,324 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 20,500 $1.2M 0.36% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 20,488 $1.2M 0.07% +66 13F-HR Timeline Group DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 20,271 $1.19M 0.69% -267 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 20,269 $1.19M 0.05% +9,540 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 20,214 $1.19M 0.01% -225 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 20,182 $1.19M 1.13% 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 20,016 $1.18M 0.01% +1,043 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 20,000 $1.17M 0.29% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 20,000 $1.17M 0.83% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 19,949 $1.17M 0.11% +278 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 19,871 $1.17M 0.87% 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 19,780 $1.16M 0.05% +10,980 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 19,718 $1.16M 0.08% -7,980 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 19,636 $1.15M 0.12% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 19,599 $1.15M 0.05% +151 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 19,387 $1.14M 1.13% 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 19,280 $1.13M <0.01% +658 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 19,253 $1.13M 0.74% 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 19,102 $1.12M 0.53% +335 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 19,041 $1.12M 0.01% 13F-HR/A Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 18,901 $1.11M 0.99% +148 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 18,824 $1.11M 0.28% +4,589 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 18,772 $1.1M 0.4% -2,137 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 18,580 $1.09M 0.04% -438 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 18,539 $1.09M 0.08% +226 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 18,492 $1.09M 0.07% +1,360 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 18,430 $1.08M 0.13% -2,920 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 18,355 $1.08M 0.25% +5,137 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 18,223 $1.07M 0.04% +515 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 18,180 $1.07M 0.12% -831 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 18,174 $1.07M 0.01% -16,975 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 17,940 $1.05M -491 Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 17,894 $1.05M 0.02% +5,499 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 17,830 $1.05M 0.08% +736 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 17,827 $1.05M 0.18% +195 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 17,820 $1.05M 0.38% +1,505 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 17,808 $1.05M 0.06% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 17,723 $1.04M 0.06% +8,368 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 17,709 $1.04M 0.01% +2,753 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 17,706 $1.04M 0.15% +5,113 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 17,701 $1.04M 0.46% -2,052 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 17,251 $1.01M 0.33% +3,625 13F-HR Timeline American Trust More: the full row for American Trust 17,160 $1.01M 0.08% +504 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 17,093 $1M 0.12% +5,508 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 17,064 $1M 0.23% -235 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 17,047 $1M 0.02% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 16,935 $995K 0.04% +1,643 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 16,867 $991K 0.36% -4,196 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 16,848 $989K 0.16% -143 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 16,709 $981K 0.08% +626 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 16,615 $976K 0.08% 0 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 16,429 $965K 0.87% 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 16,402 $963K 0.02% +655 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 16,399 $963K 0.16% +509 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 16,215 $952K 0.49% +650 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 16,162 $949K 0.11% 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 16,130 $947K 0.79% -21 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 16,062 $943K 0.3% +11,099 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 15,830 $930K 0.03% -98 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 15,760 $925K <0.01% new 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 15,544 $913K 0.14% +2,543 13F-HR Timeline KRM WEALTH MANAGEMENT L.L.C. More: the full row for KRM WEALTH MANAGEMENT L.L.C. 15,525 $912K 0.5% 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 15,517 $911K 0.07% +5,067 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 15,385 $904K 0.15% +4,640 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 15,309 $899K 0.82% +3,062 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 15,113 $888K 0.1% +10 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 15,032 $883K <0.01% +69 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 15,029 $883K <0.01% +1,216 13F-HR Timeline WEST PACES ADVISORS INC. 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