Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 5,386 $1.39M 0.47% +219 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 5,344 $1.38M 2.03% -1 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 5,336 $1.38M 0.59% -101 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 5,321 $1.38M 1.23% -35 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,344 $1.37M 0.13% +30 13F-HR/A Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 5,311 $1.37M 0.47% +32 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 5,283 $1.37M 0.19% +1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,293 $1.36M 0.13% +947 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 5,225 $1.35M 0.21% +19 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 5,210 $1.35M 0.1% -82 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 5,207 $1.35M 0.12% +1,243 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,190 $1.34M 0.04% -23 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 5,153 $1.33M 0.44% -55 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 5,140 $1.33M 0.09% -1,298 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 5,133 $1.33M 0.17% -558 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,132 $1.33M 0.18% -166 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 5,113 $1.32M 0.19% +139 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 5,098 $1.32M 0.65% +532 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,090 $1.32M 0.1% +560 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 5,085 $1.32M 0.99% 0 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 5,071 $1.31M 0.75% -2,364 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 5,071 $1.31M 0.11% -25 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 5,067 $1.31M 0.03% -3 13F-HR Timeline Coordinated Financial Services, Inc./CO More: the full row for Coordinated Financial Services, Inc./CO 5,042 $1.3M 1% 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 5,040 $1.3M 0.14% -477 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 5,023 $1.3M 0.36% +227 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 4,974 $1.29M 0.07% +845 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 4,973 $1.29M 0.24% +18 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 4,968 $1.28M 0.69% +49 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 4,967 $1.28M 0.38% -77 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,964 $1.28M 0.86% new 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 4,956 $1.28M 0.59% +390 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,929 $1.27M 0.16% -100 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 4,918 $1.27M 0.21% +33 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,912 $1.27M 0.08% -5,953 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 4,908 $1.27M 0.81% +622 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 4,868 $1.27M 0.73% -982 13F-HR Timeline Morningstar Investment Services LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Services LLC 4,871 $1.26M 0.23% -27,496 13F-HR Timeline Group Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 4,846 $1.25M 0.63% new 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 4,840 $1.25M 1.03% -1,964 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 4,836 $1.25M 0.18% -129 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 4,808 $1.24M 1.19% +3,787 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,787 $1.24M 0.09% +3,931 13F-HR/A Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,772 $1.23M 1.21% -2,135 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 4,765 $1.23M 0.19% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,762 $1.23M 0.15% -538 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 4,758 $1.23M 0.07% -137 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,746 $1.23M 0.12% +819 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,727 $1.22M 0.1% -3,096 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,705 $1.22M <0.01% +306 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 4,705 $1.22M 0.04% +486 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 4,688 $1.21M 0.21% -407 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 4,665 $1.21M 0.98% +7 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 4,650 $1.2M 0.28% +56 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,636 $1.2M 0.02% -75 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 4,603 $1.19M 0.17% +23 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 4,569 $1.18M 0.1% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,558 $1.18M 0.03% +817 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,550 $1.18M 0.22% -732 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,483 $1.16M 0.17% +320 13F-HR/A Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 4,452 $1.15M 0.18% +89 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,444 $1.15M 0.2% -125 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 4,442 $1.15M 0.13% -69 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,430 $1.15M 0.11% -1,940 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 4,430 $1.15M 0.13% +149 13F-HR/A Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,424 $1.14M 0.04% -628 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 4,400 $1.14M 0.37% 0 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 4,396 $1.14M 0.02% +292 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,393 $1.14M 0.09% -2,172 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 4,384 $1.13M 0.28% -49 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,381 $1.13M 0.08% -335 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,368 $1.13M 0.3% new 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 4,360 $1.13M 0.22% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 4,353 $1.13M 0.29% +350 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 4,351 $1.13M 0.4% -89 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,347 $1.12M 0.09% -2,699 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 4,342 $1.12M 0.32% -43 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,332 $1.12M 0.32% -30 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,332 $1.12M 0.09% -100 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 4,322 $1.12M 0.43% +8 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 4,305 $1.11M 0.07% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,264 $1.1M 0.06% -166 13F-HR Timeline Group Farnam Financial LLC More: the full row for Farnam Financial LLC 4,260 $1.1M 1.12% +1 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 4,253 $1.1M 0.51% +9 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 4,248 $1.1M 0.76% -120 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 4,229 $1.09M 0.89% +188 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 4,159 $1.09M 0.57% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,220 $1.09M 0.06% -330 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,205 $1.09M <0.01% -23 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 4,187 $1.08M 0.24% -333 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,172 $1.08M 0.05% -76 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 4,170 $1.08M 0.17% -36 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 4,154 $1.08M 0.21% +75 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 4,150 $1.07M 0.27% -175 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 4,147 $1.07M 0.05% +82 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4,145 $1.07M 0.16% +14 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 4,141 $1.07M 0.97% +622 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 4,139 $1.07M 0.38% +9 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,128 $1.07M 0.1% +1,035 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 4,106 $1.06M 0.01% new 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 4,103 $1.06M 0.51% +112 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 4,098 $1.06M 0.4% +7 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,084 $1.06M 0.06% -152 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 4,078 $1.05M 0.4% +33 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 4,018 $1.05M 0.14% +3,592 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,049 $1.05M 0.47% +323 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,049 $1.05M 0.13% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Michael A. Dubis Financial Planning, LLC More: the full row for Michael A. Dubis Financial Planning, LLC 4,049 $1.05M 1.02% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 4,037 $1.04M <0.01% +831 13F-HR Timeline Group CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,035 $1.04M 0.36% -153 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 4,026 $1.04M 0.22% +3 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,025 $1.04M 0.16% 0 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 4,004 $1.04M 0.08% -969 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 3,995 $1.03M 0.97% +80 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 3,987 $1.03M 0.03% 0 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 3,983 $1.03M 0.94% 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,981 $1.03M 0.04% -149 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 3,960 $1.02M 1.06% 0 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 3,957 $1.02M 0.88% -87 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 3,949 $1.02M 0.75% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,945 $1.02M 0.3% -44 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 3,942 $1.02M 0.76% -125 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 3,922 $1.02M 0.56% -68 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 3,921 $1.01M 0.11% -690 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,915 $1.01M 0.14% +93 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,896 $1.01M 0.06% +192 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 3,864 $999K 0.38% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,853 $996K 0.19% +1,216 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 3,872 $995K 0.76% -73 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,845 $994K 0.26% -100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3,807 $985K 0.63% +1,307 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,779 $977K 0.2% -14 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 3,750 $971K 0.32% +161 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,984 $971K 0.7% -347 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 3,754 $971K 0.82% 0 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 3,744 $968K 0.65% -87 13F-HR/A Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 3,737 $966K 0.21% -19 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 3,733 $965K 0.84% +170 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,713 $960K 0.93% -288 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 3,710 $959K 0.36% -63 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 3,698 $956K 0.26% -29 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 3,685 $953K 0.27% -225 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 3,680 $952K 0.41% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,675 $950K 1.01% -49 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 3,601 $950K 0.19% 0 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 3,667 $948K 0.1% -112 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 3,654 $945K 0.34% -30 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,653 $945K 0.02% -34 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,643 $942K 0.34% -117 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,637 $940K 0.06% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,627 $938K 0.43% new 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 3,614 $938K 1.01% +136 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 3,622 $937K 0.83% 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,606 $933K 0.04% +136 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 3,597 $930K 0.46% +539 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,592 $929K 0.92% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,585 $927K 0.37% +97 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,576 $925K 0.08% +289 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,573 $924K 0.06% +712 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 3,572 $924K 0.39% -234 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,563 $921K 0.16% 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,562 $921K 0.07% +1 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 3,561 $921K 0.77% new 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 3,557 $920K 0.21% -660 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 3,537 $915K 0.43% +10 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 3,533 $914K 0.48% -15 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 3,523 $911K 0.95% -379 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 3,507 $907K 0.03% -54 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,487 $902K 0.02% +1,339 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,480 $900K 0.08% +15 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 3,473 $898K 0.23% -213 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 3,462 $895K 0.32% +301 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 3,420 $884K 0.17% 0 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 3,410 $882K 0.08% -49 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,400 $879K 0.02% -93 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 3,400 $879K <0.01% 0 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,547 $873K 0.4% +202 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 3,376 $873K 0.06% -24 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 3,374 $873K 0.52% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 3,373 $872K 0.24% -14 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 3,370 $871K 0.26% -45 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 3,367 $871K 0.62% -860 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,350 $866K 0.05% +177 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,342 $864K 0.66% -180 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,337 $863K 0.02% +45 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,335 $863K 0.15% +392 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 3,324 $860K 0.2% -60 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 3,310 $856K 0.42% -22 13F-HR Timeline Kelman-Lazarov, Inc. 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