Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 8,471 $1.39M 0.13% -992 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 8,412 $1.38M 0.1% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 8,411 $1.38M 0.13% -229 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 8,406 $1.38M 0.98% +339 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 8,400 $1.38M 0.08% 0 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 8,347 $1.37M 0.46% 0 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 7,881 $1.33M 0.47% -558 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 8,051 $1.32M 0.17% +801 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 8,046 $1.32M +213 Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 8,038 $1.32M 0.25% +708 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 8,024 $1.32M 0.01% +596 13F-HR Timeline Group PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 8,016 $1.32M 0.74% -4,876 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 7,987 $1.31M 0.01% -16 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,977 $1.31M 0.08% +34 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 7,962 $1.31M 0.02% +22 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 7,974 $1.31M 0.3% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 7,954 $1.31M 0.17% -24 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 7,870 $1.3M 0.33% 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 7,875 $1.3M 0.51% +166 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 7,855 $1.29M 0.1% +656 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 786,332 $1.29M 0.13% -617 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 7,851 $1.29M 0.01% new 13F-HR Timeline Group Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 7,834 $1.29M 0.72% -193 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 7,750 $1.27M 0.42% 0 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 7,715 $1.27M 1.05% -396 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 7,686 $1.26M 0.26% -10,137 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 7,660 $1.26M 0.45% +2,513 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 7,426 $1.24M 0.61% +732 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 7,553 $1.24M 0.13% -155 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 7,497 $1.23M 0.08% -51 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7,490 $1.23M 0.15% +137 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,449 $1.23M 0.01% +108 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 7,422 $1.22M 0.03% -121,238 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,420 $1.22M 0.09% 0 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 7,328 $1.21M 0.74% +906 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 7,285 $1.2M 0.08% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,260 $1.19M 0.02% +4,820 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 7,233 $1.19M 0.83% -216 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 7,176 $1.18M 0.24% +480 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 7,163 $1.18M 0.47% +535 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 7,151 $1.18M 0.4% +155 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 7,076 $1.16M 0.94% +447 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 7,054 $1.16M 0.25% +1 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 6,939 $1.14M 0.1% +491 13F-HR/A Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 6,826 $1.12M 0.5% new 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 6,774 $1.11M 0.79% -13 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 6,759 $1.11M 0.15% -3,756 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 6,692 $1.1M 0.34% -218 13F-HR Timeline CROBAN More: the full row for CROBAN 6,685 $1.1M 0.94% +334 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6,682 $1.1M 0.03% -433 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,638 $1.09M 0.03% +1,059 13F-HR/A Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 6,588 $1.08M 0.14% +843 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,481 $1.07M 0.04% -27 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 6,462 $1.06M 0.13% +372 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 6,452 $1.06M 0.77% +869 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,451 $1.06M 0.02% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 6,423 $1.06M 0.17% -417 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,392 $1.05M 0.04% +5,108 13F-HR Timeline Busey Bank More: the full row for Busey Bank 6,391 $1.05M 0.03% +2,298 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 6,360 $1.05M 0.69% -910 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,322 $1.04M 0.05% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 6,296 $1.04M 0.14% -692 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 6,213 $1.02M 0.26% 0 13F-HR Timeline Friday Financial More: the full row for Friday Financial 6,190 $1.02M 0.52% +825 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,168 $1.01M 0.05% new 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 6,143 $1.01M 0.11% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 6,101 $1M <0.01% +17 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,098 $1M 0.09% +120 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 6,085 $1M 0.76% -15 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,014 $989K 0.07% -1,084 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 6,006 $988K 0.25% -7 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 5,966 $986K 0.02% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,965 $981K 0.1% +199 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,963 $981K 0 Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 5,890 $969K 0.05% new 13F-HR Timeline Group O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 5,887 $968K 0.45% -135 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,882 $967K 0.02% -172 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 5,837 $965K 0.25% -124 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 5,824 $958K 0.02% +1,915 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 5,810 $955K 0.8% -1,555 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 5,792 $953K 0.12% -153 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,733 $943K 0.07% +265 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 5,729 $942K 0.31% -40 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,696 $937K 0.01% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 5,680 $934K 0.07% 0 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 5,628 $926K 0.34% 0 13F-HR Timeline American Trust More: the full row for American Trust 5,590 $919K 0.09% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,562 $915K 0.06% +2,011 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,449 $912K 0.01% +614 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 5,515 $907K 0.06% -159 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 5,501 $905K 0.24% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 5,498 $904K 0.13% -321 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 5,477 $901K 0.59% +494 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,466 $900K 0.03% -457 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 5,445 $896K 0.26% +865 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 5,440 $895K 0.38% +11 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,417 $891K 0.09% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 5,405 $889K 0.31% +2,528 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 5,394 $887K 0.47% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,391 $887K 0.04% -3,672 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 5,391 $887K 0.16% -3,672 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,342 $883K 0.01% 0 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,346 $879K 0.04% -11 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 5,323 $875K 0.56% -997 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 5,318 $875K 0.06% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,291 $874K <0.01% +658 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5,298 $871K 0.06% 0 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 5,276 $868K 0.31% 0 13F-HR/A Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 5,275 $868K 0.58% 0 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 5,263 $866K 0.21% +189 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,253 $864K 0.02% -303 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 5,232 $860K 0.09% -3,946 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 5,325 $855K 0.18% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 5,189 $853K 0.26% -310 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 5,109 $840K 0.02% -55 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,099 $839K 0.14% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,095 $838K 0.26% -20 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,079 $835K 0.02% -972 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5,061 $832K 0.06% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,059 $832K 0.08% 0 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 5,048 $830K 0.3% -185 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 5,025 $826K 0.05% +2,018 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 4,994 $821K 0.03% -305 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 4,970 $817K 0.11% -700 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,970 $817K 0.06% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,945 $813K 0.03% 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,943 $813K 0.02% -605 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 4,915 $808K 0.33% +7 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,900 $806K 0.18% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,872 $804K 0.15% +1,703 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 4,890 $804K 0.11% +246 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,866 $800K 0.04% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,826 $798K 0.02% -20,336 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 4,838 $796K 0.33% -987 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,826 $794K 0.04% -17 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 4,821 $793K <0.01% -25 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,785 $791K 0.08% -1,000 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 4,805 $790K 0.07% +2,072 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,755 $782K 0.04% +580 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,747 $781K 0.22% +60 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 4,726 $777K 0.19% +172 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 4,725 $777K 0.69% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 4,679 $770K 0.3% -634 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 4,583 $754K 0.1% -327 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,570 $752K 0.01% +370 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 4,549 $748K 0.1% -399 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 4,546 $748K 0.28% -768 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,510 $742K 0.03% -667 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 4,507 $741K 0.48% +150 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 4,502 $740K 0.08% +960 13F-HR Timeline Group Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 4,500 $740K 0.02% new 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 4,477 $736K <0.01% +771 13F-HR Timeline Group Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 4,465 $734K 0.39% -55 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 4,459 $733K 0.59% -1,197 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,447 $731K 0.23% -359 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,443 $731K <0.01% -6,263 13F-HR Timeline Group Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 4,426 $728K 0.24% 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 4,402 $724K 0.47% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,343 $714K 0.01% -1,254 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 4,304 $708K 0.33% -124 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 4,270 $702K 0.35% -9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,266 $702K 0.02% +783 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 4,261 $701K <0.01% +1,848 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,260 $701K 0.02% +357 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,187 $689K 0.01% +155 13F-HR Timeline Group HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 4,168 $685K 0.27% +397 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 4,159 $684K 0.23% +21 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 4,141 $681K 0.03% 0 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 4,138 $681K 0.06% +83 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 4,129 $679K 0.23% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,126 $679K 0.04% new 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 4,200 $674K 0.02% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 4,092 $673K 0.29% 0 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 4,077 $671K 0.11% +30 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,066 $669K 0.04% -5 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 4,008 $659K 0.31% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 3,981 $655K 0.02% -762 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 3,944 $649K 0.14% -103 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 3,932 $647K 0.29% -287 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 3,891 $640K 0.3% 0 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 3,880 $638K <0.01% +100 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,859 $635K 0.01% +33 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 3,823 $629K 0.17% +511 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 3,786 $623K 0.13% +1,788 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,724 $612K 0.04% -244 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 3,703 $609K <0.01% +948 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 3,672 $604K 0.26% -213 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,672 $604K 0.02% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 3,668 $603K 0.29% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 3,650 $600K 0.51% +171 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 3,643 $599K 0.31% 0 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 3,634 $598K 0.12% -110 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,634 $598K 0.12% +16 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,612 $594K 0.03% -310 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,560 $585K 0.04% -205 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 3,545 $584K 0.3% +249 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 3,540 $582K 0.32% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,534 $581K 0.03% 0 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 3,510 $577K 0.16% +1,462 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,508 $577K 0.01% -92 13F-HR Timeline