Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 48,525 $10.4M 6.54% -303 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 48,461 $10.4M 5.42% +922 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 48,050 $10.3M 1.74% +2,166 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 47,733 $10.3M 0.33% +1,212 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 47,661 $10.3M 0.39% -5,870 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 47,508 $10.2M 5.54% +19,041 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 47,328 $10.2M 2.03% +144 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 47,308 $10.2M 4.97% -229 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 47,207 $10.2M 0.24% +25,587 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 44,717 $10.1M 9.52% -3,729 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 47,055 $10.1M 0.54% -15,334 13F-HR Timeline 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 46,711 $10M 1.23% -576 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 46,685 $10M 0.19% -2,753 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 46,533 $10M 2.26% -29 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 46,297 $9.96M 0.47% +1,922 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 45,298 $9.96M 0.48% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 46,029 $9.93M 0.17% -3,448 13F-HR Timeline City State Bank More: the full row for City State Bank 46,088 $9.91M 2.57% +3,000 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 45,928 $9.88M 2.76% +254 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 45,838 $9.86M 0.38% +25,118 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 45,704 $9.83M 0.13% +6,239 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 45,687 $9.83M 2.91% +106 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 45,369 $9.76M 2.74% -1,506 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 45,306 $9.74M 0.32% +3,199 13F-HR Timeline Group PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 45,179 $9.72M 5.63% +1,229 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 45,110 $9.71M 0.16% -1,728 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 45,057 $9.69M 1.11% +827 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 44,975 $9.67M 0.6% +56 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 44,972 $9.67M 5.7% +380 13F-HR Timeline Diana Davis Spencer Foundation More: the full row for Diana Davis Spencer Foundation 44,730 $9.62M 24.48% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 44,680 $9.61M 0.48% -26,433 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 44,583 $9.59M 1.36% +831 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 44,420 $9.55M 6.89% +558 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 44,379 $9.54M 0.41% +2,920 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 44,190 $9.5M 0.59% +341 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 44,024 $9.47M 8.33% +4,115 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 43,966 $9.46M 0.39% +3,976 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 43,853 $9.43M 2.65% +349 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 43,734 $9.41M 0.57% +27 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 43,718 $9.4M 1.07% +529 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 43,658 $9.39M 0.31% -3,575 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 41,071 $9.37M 4.11% -222 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 43,322 $9.32M 2.44% -4,462 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 43,014 $9.25M 4.65% +146 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 42,998 $9.25M 0.01% +42,836 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 42,908 $9.23M 0.7% +4,236 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 42,770 $9.2M 0.88% +122 13F-HR Timeline FORMULATE FINANCIAL LLC More: the full row for FORMULATE FINANCIAL LLC 42,578 $9.16M 11.31% +326 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 41,959 $9.02M 0.93% -591 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 41,878 $9.01M 0.11% -5,067 13F-HR Timeline Group INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 41,812 $8.99M 5.98% -1,485 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 41,732 $8.97M 0.2% +661 13F-HR/A Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 41,600 $8.95M 0.48% -3,571 13F-HR Timeline Group Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 41,559 $8.94M 4.33% +127 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 41,513 $8.93M 2.2% -40,441 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 41,500 $8.93M 0.88% +163 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 41,398 $8.9M 0.11% -2,656 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 41,397 $8.9M 0.05% -11,815 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 41,184 $8.86M 0.27% +37,329 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 38,697 $8.86M 1.08% -3,349 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 40,993 $8.86M 1.1% +1 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 41,102 $8.84M 0.37% -1,264 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 40,984 $8.81M 0.34% +197 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 40,905 $8.8M 4.87% +2,803 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 40,752 $8.76M 3.01% -1,100 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 40,651 $8.74M 3.79% 0 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 40,629 $8.74M 0.98% -747 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 38,312 $8.7M 0.19% -2,677 13F-HR Timeline Compass Financial Group, Inc. (Ohio) More: the full row for Compass Financial Group, Inc. (Ohio) 40,348 $8.68M 6.35% +8,106 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 39,919 $8.58M 0.02% -1,267 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 37,244 $8.52M 0.51% -554 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 39,283 $8.45M 0.46% -226 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 39,263 $8.44M 7.02% 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 39,772 $8.38M 5.77% -489 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 38,946 $8.38M 2.9% -590 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 38,855 $8.36M 5.37% +8,322 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 38,555 $8.29M 0.06% +6,102 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 38,329 $8.24M 3.01% +217 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 38,248 $8.23M 2.84% -4,162 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 38,152 $8.21M 3% +2,579 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 38,148 $8.2M 2.29% +480 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 38,024 $8.18M 2.61% +543 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 37,792 $8.13M 0.1% -830 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 37,720 $8.11M 0.59% -807 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 37,493 $8.06M 0.3% +50 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 37,366 $8.04M 2.68% +6,282 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 37,303 $8.02M 0.41% +1,620 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 37,203 $8M 1.36% -757 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 35,039 $7.92M 5.39% -6,928 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 36,829 $7.92M 5.57% -3,536 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 36,628 $7.88M 0.6% +4,850 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 36,517 $7.85M 0.04% +15,180 13F-HR Timeline Group Wealth Care LLC More: the full row for Wealth Care LLC 36,467 $7.84M 6.97% 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 36,223 $7.79M 1.86% -150 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 36,149 $7.77M 2.74% -673 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 36,111 $7.77M 2.68% -367 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 35,851 $7.71M 7.99% -963 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 35,573 $7.65M 0.19% +772 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 35,537 $7.64M 0.12% -1,340 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 35,087 $7.55M 0.75% -885 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 35,032 $7.53M 3.78% +644 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 33,100 $7.51M 0.1% +472 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 34,743 $7.47M 0.4% 0 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 34,495 $7.42M 1.02% -396 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 34,472 $7.41M 0.43% -796 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 34,439 $7.41M 1.52% +719 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 34,437 $7.41M 0.39% -1,854 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 34,436 $7.41M 4.42% +458 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 34,344 $7.39M 5.48% -1,478 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 32,096 $7.34M 0.58% +1,245 13F-HR Timeline Strategic Financial Group, LLC More: the full row for Strategic Financial Group, LLC 34,051 $7.32M 7.54% 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 34,001 $7.31M 0.29% -8,604 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 33,847 $7.28M 1.41% -481 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 33,802 $7.27M 2.18% -547 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 33,636 $7.23M 1.18% +76 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 33,276 $7.16M 1.31% -15 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 32,104 $7.13M 1.96% +258 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 32,819 $7.1M 0.49% +15 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 32,940 $7.08M 0.26% -831 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 32,811 $7.06M 1.57% -1,450 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 32,761 $7.05M 0.41% -2,536 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 32,660 $7.02M 0.04% new 13F-HR Timeline John Boyer, Inc. More: the full row for John Boyer, Inc. 32,533 $7M 7% +1,784 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 32,533 $7M 0.56% +1,751 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 32,421 $6.98M 1.07% -20 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 32,290 $6.94M 0.31% -705 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 32,001 $6.88M 1.57% +218 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 31,996 $6.88M 2.17% -67 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 31,995 $6.88M 0.01% -1,256 13F-HR Timeline Group McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 31,930 $6.87M 4.07% +13,421 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 31,716 $6.85M 0.46% -621 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 31,648 $6.81M 2.26% -417 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 31,613 $6.8M <0.01% +5,997 13F-HR Timeline Group Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 31,587 $6.79M 1.98% +3,449 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 31,467 $6.77M 0.31% -964 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 31,419 $6.76M 0.24% -567 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 31,411 $6.76M 2.32% +306 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 31,285 $6.73M 0.84% -1,202 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 31,261 $6.72M 0.16% +350 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 31,230 $6.72M 0.23% +10,097 13F-HR Timeline Group Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 31,188 $6.71M 6.59% +5,226 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 31,076 $6.68M 0.89% -5 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 31,071 $6.68M 1.38% -2,225 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 31,051 $6.68M 2.75% -1,186 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 30,943 $6.65M 1.53% +925 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 30,826 $6.63M 1.66% +152 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 30,821 $6.63M 1.63% -522 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 30,801 $6.62M 1.26% -56 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 30,730 $6.61M 2.75% +488 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 30,715 $6.61M 1.55% +3,075 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 30,645 $6.59M 1.31% -403 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 30,515 $6.56M 1.83% +1,517 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 30,419 $6.54M 2.33% -109 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 30,388 $6.54M 2.88% -1,163 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 30,375 $6.53M 0.1% +850 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 30,291 $6.51M 0.58% +4,282 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 30,119 $6.48M 1.77% -2,917 13F-HR/A Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 30,117 $6.48M 1.7% -278 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 30,050 $6.46M 3.47% +424 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 29,968 $6.44M 0.85% +97 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 29,891 $6.43M 4.73% -51 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 29,682 $6.38M 0.11% -2,915 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 29,670 $6.38M 1.41% +1,013 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 29,596 $6.36M +19,084 Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 29,563 $6.36M 0.71% -704 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 29,551 $6.36M 3.51% +364 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 29,220 $6.28M 1.92% -195 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 29,016 $6.24M 1.04% +4,484 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 29,011 $6.24M 1.03% -23,469 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 28,991 $6.23M 0.54% -1,524 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 28,895 $6.21M 4.11% -88 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 28,880 $6.21M 2.06% +4,707 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 28,824 $6.2M 0.13% +22,413 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 28,315 $6.09M 2.78% -2,113 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 28,070 $6.04M 0.33% -3,330 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 28,029 $6.02M 0.45% -525 13F-HR/A Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 27,986 $6.02M 0.8% -644 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 27,921 $6M 0.73% +3,606 13F-HR Timeline TIAA group of 4 filers holding More: the full row for TIAA 27,841 $5.99M +754 Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 27,791 $5.98M 0.95% +1,021 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 27,175 $5.97M 3.67% 0 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 27,575 $5.93M 1.37% -72 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 27,539 $5.92M 1.1% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 27,454 $5.9M 0.65% +530 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 27,449 $5.9M 4.42% 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 27,418 $5.9M 3.42% +1,285 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 27,231 $5.86M 5.71% 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 27,228 $5.86M 1.61% -241 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 27,195 $5.85M 2.91% -450 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 27,127 $5.83M 1.51% -1,352 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 26,988 $5.8M 1.86% +337 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 26,934 $5.79M 1.9% +2,204 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 26,759 $5.75M 0.18% +228 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 26,673 $5.74M 1.46% -27 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 26,607 $5.72M 2.41% -484 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 26,513 $5.7M 2.5% -1,345 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 26,484 $5.7M 0.13% new 13F-HR/A Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 26,423 $5.68M 2.26% +330 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 25,507 $5.66M 0.18% +247 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 26,273 $5.65M 1.27% +365 13F-HR/A Timeline