Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 24,853 $2.97M 1.67% +21,781 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 25,496 $2.97M 0.16% +23,436 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 25,501 $2.97M 0.03% +22,313 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 24,673 $2.95M 0.7% +21,610 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 24,658 $2.95M 0.14% 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 24,560 $2.94M 0.05% +21,490 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 24,548 $2.93M 0.1% +21,433 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 24,526 $2.93M 0.15% +21,618 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 24,462 $2.92M 0.03% +21,707 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 24,342 $2.91M 2.71% +21,401 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 24,336 $2.91M 0.02% +21,294 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 24,278 $2.9M 0.26% +21,723 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 24,201 $2.89M 0.14% +21,295 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 24,137 $2.88M 0.08% +21,212 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 23,995 $2.87M 0.13% +21,253 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 23,883 $2.85M 1.03% +20,869 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 25,720 $2.85M 0.21% -3,241 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 23,788 $2.84M 0.09% +16,669 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 23,716 $2.83M 0.33% +20,657 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 23,702 $2.83M 0.24% +22,079 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 23,653 $2.83M <0.01% +20,290 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 23,630 $2.82M 0.03% +20,886 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 23,630 $2.82M <0.01% +20,308 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 23,522 $2.81M 1.1% +20,267 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 23,500 $2.81M 0.32% +20,762 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 23,483 $2.81M 0.04% +20,879 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 23,453 $2.8M 0.62% +20,525 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 23,424 $2.8M 0.77% +20,496 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 23,384 $2.79M 0.46% +17,243 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 23,368 $2.79M 0.6% +20,425 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 23,342 $2.79M 0.03% +20,551 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 23,324 $2.79M 0.03% +19,999 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 23,142 $2.77M <0.01% +22,452 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 23,113 $2.76M <0.01% +19,425 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 23,082 $2.76M 0.31% +20,343 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 23,056 $2.76M 0.85% +20,153 13F-HR Timeline VVR Holdings LLC More: the full row for VVR Holdings LLC 22,954 $2.74M 1.19% +18,853 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 22,870 $2.73M 0.04% +20,151 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 22,796 $2.72M 2.07% +19,936 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 22,689 $2.71M 1.3% +19,624 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 22,658 $2.71M 0.05% +19,321 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 22,658 $2.71M 0.19% +19,852 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 22,593 $2.7M 0.45% +19,608 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 22,459 $2.68M 0.24% +17,654 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 22,449 $2.68M 0.39% +19,740 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 22,368 $2.67M <0.01% +18,276 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 22,359 $2.67M 0.15% +20,390 13F-HR Timeline Bayshore Capital Advisors, LLC More: the full row for Bayshore Capital Advisors, LLC 22,352 $2.67M 1.25% +19,558 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 22,341 $2.67M 0.41% +19,498 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 22,304 $2.67M 0.85% +19,766 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 22,236 $2.66M +16,146 Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 22,184 $2.65M 0.72% +19,411 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 23,112 $2.65M 0.31% +20,260 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 22,159 $2.65M 2.2% +19,237 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 22,033 $2.64M 0.98% +19,235 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 21,752 $2.6M 0.53% +19,007 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 21,736 $2.6M 0.06% +19,104 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 21,598 $2.58M 1.19% +18,841 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 21,580 $2.58M 2.02% +18,882 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 21,507 $2.57M 0.05% +19,019 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 21,393 $2.56M 0.05% +18,722 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 21,163 $2.53M 0.12% +18,415 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,625 $2.53M 0.07% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 21,041 $2.51M 0.2% +18,279 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 20,976 $2.51M 1.03% +19,109 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 20,908 $2.5M 1.03% +18,291 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 20,640 $2.47M 0.09% +18,177 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 20,624 $2.46M 0.22% +18,046 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 20,497 $2.45M +17,857 Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 20,487 $2.45M 1.69% +17,339 13F-HR Timeline Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 20,485 $2.45M 1.64% +17,928 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 20,411 $2.44M 0.03% +17,833 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 20,394 $2.44M 0.06% +4,309 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 20,346 $2.43M 0.14% +16,563 13F-HR Timeline American Trust More: the full row for American Trust 20,313 $2.43M 0.19% +17,907 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 20,304 $2.43M 0.97% +17,630 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 20,270 $2.42M 0.26% +17,730 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 20,171 $2.41M 0.07% +17,768 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 20,072 $2.4M 0.19% +17,188 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 20,036 $2.39M 0.23% +17,544 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 20,004 $2.39M 0.35% +17,321 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 19,984 $2.39M 0.55% +17,489 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 19,960 $2.39M 0.21% +19,279 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 19,935 $2.38M 0.56% +17,444 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 19,935 $2.38M 0.1% +17,451 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 19,889 $2.38M 0.01% +17,377 13F-HR Timeline Group Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 19,850 $2.37M 1.33% +17,146 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 19,783 $2.36M 0.32% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 19,763 $2.36M 0.46% +17,336 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 19,696 $2.35M 0.14% +15,439 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 19,613 $2.34M 0.3% +17,563 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 19,470 $2.33M 0.3% +17,031 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 19,424 $2.32M 0.12% +16,996 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 19,369 $2.31M 0.2% +17,090 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 19,287 $2.31M 1.06% +16,878 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 19,211 $2.3M 0.57% +15,244 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 19,163 $2.29M 0.05% +17,311 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 19,108 $2.28M 0.32% 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 19,058 $2.28M 0.04% +16,944 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 19,024 $2.27M 0.01% +16,646 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 18,969 $2.27M 0.03% +16,666 13F-HR/A Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 18,939 $2.26M 0.14% +17,513 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 18,916 $2.26M 0.03% +16,881 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 18,840 $2.25M 0.8% +16,713 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 18,805 $2.25M 0.65% +16,269 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 18,706 $2.24M 0.84% +16,228 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 18,692 $2.23M 0.76% +16,310 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 18,627 $2.23M 0.14% +16,299 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 18,489 $2.21M 0.07% +16,174 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 18,485 $2.21M 1.12% +16,386 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 18,436 $2.2M 0.04% +15,263 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 18,398 $2.2M 0.31% +16,123 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 18,163 $2.17M 0.13% +10,308 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 18,117 $2.17M 0.89% +15,853 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 18,107 $2.16M 0.4% +15,785 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 18,072 $2.16M 0.77% +15,813 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 18,035 $2.16M 0.12% +15,232 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 17,978 $2.15M 0.02% +15,738 13F-HR/A Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 17,832 $2.13M 0.21% +15,603 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 17,749 $2.12M 0.51% +15,527 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 17,744 $2.12M 0.47% +16,744 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 17,694 $2.11M 1.63% +15,780 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 17,670 $2.11M 1.55% +15,322 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 17,551 $2.1M 0.51% +15,359 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 17,543 $2.1M 0.24% +14,875 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 17,511 $2.09M 0.05% -7,256 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 17,492 $2.09M 0.97% +15,248 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 17,467 $2.09M 0.43% +15,265 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 17,432 $2.08M 1.19% 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 17,408 $2.08M 1.2% +15,211 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 17,240 $2.06M 0.04% +15,085 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 17,185 $2.05M 0.76% +15,032 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 17,180 $2.05M 1.53% +15,168 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 17,153 $2.05M 0.11% +14,991 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 17,075 $2.04M 0.24% +15,586 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 17,222 $2.03M 0.89% -110 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 16,984 $2.03M 1.05% +14,861 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 16,957 $2.03M 0.69% +15,578 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 16,944 $2.03M 0.08% +14,949 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 16,832 $2.01M 0.06% +14,576 13F-HR/A Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 16,826 $2.01M 0.88% +14,801 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 16,755 $2M 0.29% +14,720 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 16,656 $1.99M 0.06% +14,588 13F-HR Timeline Group Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 16,614 $1.99M 1.7% +14,553 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 16,492 $1.97M 0.22% +14,493 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 16,400 $1.96M 0.52% +14,350 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 16,309 $1.95M 0.54% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 16,245 $1.94M 0.1% +14,214 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 16,227 $1.94M 0.12% +14,180 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 16,224 $1.94M 0.04% +14,196 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 16,224 $1.94M 0.16% +14,196 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 16,178 $1.93M 1.58% +13,215 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 16,107 $1.93M 1.16% +14,091 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 16,071 $1.92M 0.11% +13,993 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 16,054 $1.92M 0.09% +14,862 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 16,054 $1.92M 0.01% +14,782 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 16,003 $1.91M 0.25% +14,002 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 15,992 $1.91M 0.31% +13,993 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 15,988 $1.91M 0.19% +13,654 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 15,941 $1.91M 0.1% +13,877 13F-HR Timeline Compass Financial Group, Inc. (Ohio) More: the full row for Compass Financial Group, Inc. (Ohio) 15,936 $1.9M 1.27% +11,829 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 6,639 $1.9M 1.95% +3,750 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 15,757 $1.88M 0.06% +13,833 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 15,729 $1.88M 0.56% +13,670 13F-HR Timeline Anchor Bay Capital, Inc. 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More: the full row for Warwick Investment Management, Inc. 15,535 $1.86M 0.21% +13,578 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 15,493 $1.85M 0.09% +13,398 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 15,478 $1.85M 0.68% +13,574 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 15,461 $1.85M 0.66% +13,447 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 15,432 $1.84M 0.15% +14,083 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 15,431 $1.84M 0.6% +13,516 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 15,429 $1.84M 0.02% +13,398 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 15,416 $1.84M 0.42% +13,489 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 15,395 $1.84M 0.04% +13,464 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 15,392 $1.84M 0.23% +13,468 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 15,387 $1.84M 0.05% +13,695 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 15,365 $1.84M 0.34% +13,428 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 15,544 $1.83M 0.06% +14,089 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 15,313 $1.83M 0.02% +13,381 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 15,282 $1.83M 0.19% +11,872 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 15,252 $1.82M 0.83% +13,494 13F-HR Timeline Aventus Investment Advisors, Inc. 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