Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 18,071 $5.24M 0.55% +3,016 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 17,983 $5.22M 0.06% +2,660 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 17,971 $5.22M 1.51% +659 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 17,952 $5.21M 0.9% -624 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 17,947 $5.21M 0.63% -557 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 17,858 $5.18M 0.39% +889 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 17,847 $5.18M 0.64% +2,364 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 17,843 $5.18M 0.31% +3,090 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 17,742 $5.15M 0.05% +10 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 17,708 $5.14M 1.59% +16,518 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 17,393 $5.05M 1.19% +67 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 17,337 $5.03M 1.06% -1,719 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 17,315 $5.03M 0.73% +768 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 17,280 $5.02M 1.82% +1,405 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 17,268 $5.01M 1.44% -190 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 17,262 $5.01M 1.5% +161 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 17,151 $4.98M 1.14% +2,086 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 17,126 $4.97M 0.95% -344 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 17,108 $4.97M 3.79% -8 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 17,098 $4.96M 1.67% +284 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 17,090 $4.96M 0.99% +823 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 17,075 $4.96M 0.1% +2,928 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 17,059 $4.95M 0.22% +1,648 13F-HR Timeline Group White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 17,051 $4.95M 0.69% +188 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 16,936 $4.92M 1.22% -830 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 16,902 $4.91M 3.27% +16,187 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 16,812 $4.88M -242 Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 16,806 $4.88M 0.13% +2,964 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 16,802 $4.88M 0.43% -4,566 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 16,776 $4.87M 0.79% +301 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 16,751 $4.86M 0.29% +59 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 16,737 $4.86M 0.06% -736 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 16,700 $4.85M 2.21% +2,221 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 16,569 $4.81M 0.04% -159 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 16,547 $4.8M 0.31% -12 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 16,538 $4.8M 2.61% -899 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 16,003 $4.77M 0.81% +2,327 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 16,355 $4.75M 5.09% -650 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 16,332 $4.74M 0.67% -35 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 16,285 $4.73M 0.02% +1,197 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 15,654 $4.68M 1.13% +1,333 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 16,110 $4.68M 3.27% -2,611 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 16,073 $4.66M 0.3% +1,249 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 16,050 $4.66M 2.47% +550 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 16,021 $4.65M 1.55% +1 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 15,984 $4.64M 0.98% +810 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 15,959 $4.63M +8,134 Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 15,953 $4.63M 1.16% +576 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 15,808 $4.59M 0.09% +1,275 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 15,215 $4.56M 0.16% +525 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 15,701 $4.56M 2.25% +3,886 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 15,660 $4.54M 0.16% +1,011 13F-HR Timeline Group Macco Financial Group, Inc. More: the full row for Macco Financial Group, Inc. 15,492 $4.5M 3.86% 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 15,476 $4.49M 2.95% -325 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 15,454 $4.49M 0.66% -580 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 15,420 $4.48M 1.09% -31,626 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 15,388 $4.47M 0.04% +353 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 15,365 $4.46M 0.36% +5,263 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 15,322 $4.45M 2.89% +1,950 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 15,292 $4.44M 0.92% -321 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 15,240 $4.42M 2.82% +287 13F-HR/A Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 15,220 $4.42M 2.5% +365 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 15,189 $4.41M 0.3% +132 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 15,170 $4.4M 0.2% -557 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 15,170 $4.4M 0.22% +47 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 14,799 $4.38M 0.39% +62 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 14,907 $4.37M 0.17% +5,612 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 15,017 $4.36M 0.08% +1,142 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 14,948 $4.34M 0.05% +1,186 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 14,858 $4.31M 0.15% +2,191 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 14,822 $4.3M 0.76% +804 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 14,785 $4.29M 3.51% -173 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 14,761 $4.28M 0.47% +263 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 14,751 $4.28M 0.09% -215 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 14,739 $4.28M 0.11% +80 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 14,734 $4.28M 0.47% +880 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 14,667 $4.26M 0.22% -107 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 14,599 $4.24M 1.09% -365 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 14,590 $4.23M 3.25% +218 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 14,576 $4.23M 2.16% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 14,526 $4.22M 0.01% -313 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 14,521 $4.21M 0.02% +1,393 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 14,474 $4.2M 0.02% +11,491 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 14,448 $4.19M 0.46% +7,653 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 14,409 $4.18M 1.91% +584 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 14,389 $4.18M 1.92% +23 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 14,389 $4.18M 0.28% +1,432 13F-HR/A Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 14,311 $4.15M 3.62% -475 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 14,291 $4.15M 0.2% +12,434 13F-HR/A Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 14,224 $4.13M 0.1% +403 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 14,178 $4.12M 0.13% new 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 14,162 $4.11M 0.7% +49 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 14,144 $4.1M 0.68% +1,035 13F-HR Timeline Group Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 14,141 $4.1M 0.18% -9 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 14,138 $4.1M 0.08% +1,567 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 14,131 $4.1M 0.26% +1,396 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 14,060 $4.08M 0.24% +1,158 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 14,018 $4.07M 0.69% -371 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 14,015 $4.07M 0.37% -297 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 13,993 $4.06M 0.68% -15 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 13,993 $4.06M 2.96% -474 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 13,970 $4.05M 1.47% -26,558 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 13,913 $4.04M 1.11% -1,067 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 13,885 $4.03M 2.66% -88 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 13,390 $4.02M 0.23% -492 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 13,845 $4.02M 0.02% +1,555 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 13,799 $4M 2.91% -343 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 13,707 $3.98M 0.6% +595 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 13,655 $3.96M 0.13% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 13,626 $3.95M 0.01% +3,559 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 13,607 $3.95M 0.06% +4,238 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 13,595 $3.95M 0.13% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 13,564 $3.94M 0.06% 0 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 13,507 $3.92M 0.55% +91 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 13,481 $3.91M 1.1% +249 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 13,409 $3.89M 0.11% +5,879 13F-HR/A Timeline Group Refined Wealth Management More: the full row for Refined Wealth Management 13,363 $3.88M 2.61% +131 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 13,320 $3.87M 1.94% -49 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 13,300 $3.86M 2.34% new 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 13,286 $3.86M 0.25% 0 13F-HR Timeline Group Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 13,275 $3.85M 0.41% -249 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 13,158 $3.82M 1.71% +2,694 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 12,780 $3.81M 0.95% +833 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 13,117 $3.81M 0.97% -262 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 13,069 $3.79M 0.43% -379 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 13,068 $3.79M 0.48% +1,001 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 13,050 $3.79M 0.18% -443 13F-HR Timeline M3 Wealth Management, LLC More: the full row for M3 Wealth Management, LLC 12,932 $3.75M 3.06% 13F-HR/A Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 12,462 $3.74M 0.43% -178 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 12,869 $3.73M 1.1% -126 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 12,868 $3.73M 0.07% +197 13F-HR Timeline Group BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 12,340 $3.69M 0.71% +1,274 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 12,597 $3.66M 0.11% -917 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 12,572 $3.65M 2.58% +205 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 12,505 $3.63M 0.74% -80 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 12,496 $3.63M 0.08% -1,360 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 12,483 $3.62M 3.14% 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 12,450 $3.61M 1.64% +413 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 12,404 $3.6M 1.89% +2,330 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 12,352 $3.58M 0.22% -944 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 12,266 $3.56M 0.6% +666 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 12,258 $3.56M 0.6% 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 12,251 $3.56M 0.35% -634 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 12,167 $3.53M 1.5% -12 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 11,863 $3.51M 1.56% +688 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 12,055 $3.5M 0.48% +3,524 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 12,044 $3.5M 2.31% +1,797 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 12,042 $3.5M 0.52% -1,407 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 11,979 $3.48M 1.61% +402 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 11,977 $3.48M 1.2% -1,133 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 11,951 $3.47M 0.2% -72 13F-HR Timeline Group Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 11,912 $3.46M 1.94% +332 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,138 $3.45M 0.2% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 11,879 $3.45M 0.07% -7,106 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 11,859 $3.44M 2.4% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 11,597 $3.43M 0.35% +1,606 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 11,770 $3.42M 0.01% -1,079 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 11,764 $3.41M 0.53% -7,410 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 11,753 $3.41M 1.97% 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 11,517 $3.4M 0.76% +497 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 11,681 $3.39M 0.1% +765 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 11,677 $3.39M 1.35% +480 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 11,595 $3.37M 2.32% 0 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 11,578 $3.36M 1.4% +10,488 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 11,570 $3.36M 0.41% -314 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 11,532 $3.35M 0.82% +2,446 13F-HR Timeline City State Bank More: the full row for City State Bank 11,525 $3.34M 0.92% +370 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 11,448 $3.32M 0.18% +11,143 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 11,424 $3.32M 0.25% +50 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 11,424 $3.32M 0.95% -100 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 11,393 $3.31M 3.37% +11 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 11,364 $3.3M 0.61% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 11,355 $3.29M 0.23% -5,000 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 11,327 $3.29M 0.66% +3,908 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 11,305 $3.28M 0.04% +1,092 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,302 $3.28M 0.12% +75 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 11,238 $3.26M 0.25% +412 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 11,181 $3.24M 0.22% -5,139 13F-HR/A Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 11,111 $3.22M 1.1% +128 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 11,054 $3.21M 0.74% +751 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 11,040 $3.2M 0.19% +511 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 11,040 $3.2M 1.12% +703 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 11,000 $3.19M 1.99% -25 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 10,978 $3.19M 0.25% +61 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 10,973 $3.18M 0.17% +375 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 10,950 $3.18M 0.34% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 10,886 $3.16M 0.43% -83 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 10,854 $3.15M 0.56% +3,508 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 10,851 $3.15M 2.04% -470 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 10,813 $3.14M <0.01% +3,830 13F-HR Timeline Group NWF Advisory Services Inc. 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