Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 19,298 $1.81M 0.09% +30 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 18,939 $1.78M 0.01% -7,521 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 18,710 $1.75M 0.44% -1,375 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 18,517 $1.74M <0.01% -20,122 13F-HR Timeline Group FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 18,114 $1.7M 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 18,019 $1.69M 0.05% +3,851 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 17,887 $1.68M 0.02% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 17,870 $1.68M 0.13% +167 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 17,811 $1.67M 0.18% -30 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 17,440 $1.63M 0.49% +977 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 17,290 $1.62M 1.47% -176 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 17,069 $1.6M 0.13% +9,310 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 16,571 $1.55M 0.04% -834 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 16,559 $1.55M 0.07% +1,419 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 16,482 $1.55M +94 Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 16,228 $1.52M 0.06% +85 13F-HR/A Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 16,127 $1.51M 0.2% -1,107 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 15,502 $1.51M 0.18% -7,486 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 15,957 $1.5M 0.52% 0 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 15,929 $1.49M 0.12% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 15,743 $1.48M 0.02% +31 13F-HR/A Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 14,578 $1.45M 0.03% -127 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 15,385 $1.44M 0.14% +10 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 15,026 $1.41M 0.52% 0 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 15,012 $1.41M 0.98% +203 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 14,938 $1.4M 0.01% -2,247 13F-HR Timeline Group ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 14,747 $1.38M 0.08% +57 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 14,703 $1.38M 0.03% 0 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 14,683 $1.38M -300 Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 14,473 $1.36M 0.29% +1,136 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 13,049 $1.35M 1.27% +4,942 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 14,366 $1.35M <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 14,195 $1.33M 0.06% +524 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 14,072 $1.32M 0.25% -247 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 13,999 $1.31M 0.08% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 13,579 $1.27M 0.3% +6,325 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 13,175 $1.24M 0.25% -1,763 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 13,062 $1.22M 0.05% +2,723 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 13,028 $1.22M 0.02% +97 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 12,915 $1.21M 0.21% -1,125 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 12,734 $1.19M 0.01% +74 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 12,537 $1.18M 0.05% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 11,427 $1.17M 0.03% +2,833 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 12,379 $1.16M 0.35% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 12,309 $1.15M 0.09% +7,374 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 12,105 $1.13M 0.02% -15 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 12,035 $1.13M 0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,954 $1.12M 0.01% -3,096 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 11,852 $1.11M 0.48% -1,161 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 11,717 $1.1M 0.06% -104,143 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 11,672 $1.09M 0.04% -81 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 11,556 $1.08M 0.06% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 11,537 $1.08M 0.52% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 11,516 $1.08M 0.02% new 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 11,425 $1.08M 0.94% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,338 $1.06M 0.01% +593 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 11,268 $1.06M 0.01% -140,906 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 11,028 $1.03M 0.02% +1,129 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 10,990 $1.03M 0.01% -955 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,977 $1.03M 0.02% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 10,965 $1.03M 0.05% -2,621 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 10,789 $1.01M 0.02% +2,424 13F-HR Timeline Group YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 10,790 $1.01M 0.41% -2,540 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 10,717 $1M 0.03% +47 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 10,596 $993K 0.31% 0 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 10,528 $987K 0.11% -61 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,420 $977K 0.01% +7,524 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 10,410 $976K 0.1% +7,577 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 10,391 $974K 0.56% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 10,375 $973K <0.01% +3,609 13F-HR Timeline Group TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 10,231 $959K 0.09% -260 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 10,147 $951K <0.01% 0 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 9,903 $928K 0.12% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 9,851 $923K <0.01% +296 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 9,709 $910K 0.02% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,700 $909K 0.06% +6,039 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 9,620 $902K 0.09% new 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 9,603 $900K 0.52% +2,643 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 9,509 $891K 0.32% +3,123 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 9,498 $890K 0.47% +33 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,314 $873K 0.02% +278 13F-HR Timeline Group Clare Market Investments LLC More: the full row for Clare Market Investments LLC 9,070 $850K 0.18% 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 8,982 $842K 0.01% -205 13F-HR Timeline Group Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 8,969 $841K 0.53% +199 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8,904 $835K 0.09% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 8,651 $811K 0.01% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 8,548 $801K 0.13% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,546 $801K 0.01% +3,518 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 8,420 $789K 0.27% 0 13F-HR/A Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,341 $782K 0.01% +4,771 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 8,134 $762K 0.03% -2,246 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,059 $755K 0.01% -72 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 7,952 $745K 0.03% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 7,881 $739K 0.01% +2,620 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 7,825 $734K 0.24% 0 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 7,657 $718K 0.29% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,803 $717K 0.05% +382 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 7,512 $704K 0.07% -105 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,508 $704K 0.02% -574 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,457 $699K <0.01% -216,061 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 7,450 $698K 0.05% 0 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 7,449 $698K <0.01% +109 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 7,398 $693K 0.05% -363 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,371 $691K 0.04% -32 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,201 $675K 0.05% -1,073 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 7,108 $666K 0.08% -4,282 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 6,970 $653K 0.47% -113 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 6,952 $652K 0.21% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,889 $646K 0.01% -891 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 6,732 $631K 0.25% -713 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,690 $627K 0.01% -79 13F-HR/A Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 6,623 $621K 0.11% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,578 $617K <0.01% -1,386 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 6,494 $609K 0.01% +18 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,490 $608K <0.01% +1,032 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 6,462 $606K 0.03% +712 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,408 $601K 0.05% new 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 6,186 $580K 2.09% -296 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,136 $575K 0.04% +3,929 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 6,099 $572K 0.25% +20 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 6,087 $571K 0.06% -753 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 6,007 $563K 0.04% +2,006 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 5,970 $560K 0.06% -40,688 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,946 $557K 0.01% -226 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 5,924 $555K 0.32% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,916 $555K 0.02% 0 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 5,861 $549K 0.03% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 5,741 $546K 0.03% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,753 $539K 0.01% +1,621 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 5,739 $538K 0.09% -1,164 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 5,715 $536K 0.01% -2,382 13F-HR Timeline Group NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 5,422 $532K 0.23% +3,087 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 5,651 $530K 0.17% -138 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,586 $524K 0.03% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,432 $509K <0.01% 0 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 7,317 $496K 0.08% -66 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 5,274 $494K 0.04% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,802 $494K 0.03% +354 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 5,200 $487K 0.06% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,171 $485K 0.01% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,171 $485K 0.03% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 5,131 $481K <0.01% 0 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 5,083 $476K 0.21% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,940 $463K 0.02% 0 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 4,927 $462K 0.07% -173 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 4,854 $455K 0.29% -9 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 4,786 $449K 0.21% +33 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 4,774 $448K 0.39% -923 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,740 $444K 0.02% -14 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 4,680 $439K 0.13% -22 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,644 $435K 0.01% -3 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,594 $431K 0.02% 0 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 4,577 $429K 0.15% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,524 $424K 0.04% -2,398 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,499 $422K <0.01% -1,218 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 4,470 $419K 0.05% new 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 4,465 $419K 0.21% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,412 $414K 0.03% +2 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,380 $411K <0.01% +669 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 4,359 $409K 0.31% +19 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 4,284 $402K 0.16% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,255 $399K 0.09% 0 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 4,172 $391K 0.03% -300 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,137 $388K 0.07% +120 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,116 $386K 0.07% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,771 $382K 0.03% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,080 $382K 0.01% +241 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,079 $382K 0.16% +3,013 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,017 $377K 0.01% -405 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 4,005 $375K 0.09% +17 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 3,971 $372K 0.17% +10 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 3,938 $369K 0.05% +17 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 3,927 $368K 0.19% 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,931 $368K 0.01% +1,517 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,911 $367K 0.03% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 3,891 $365K 0.17% -11 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 3,843 $360K 0.29% +51 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 3,842 $360K 0.09% new 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 3,833 $359K 0.05% 0 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 3,814 $357K 0.19% -128 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 3,781 $354K 0.1% 0 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 3,761 $353K 0.06% 0 13F-HR Timeline Ausdal Financial Partners, Inc. 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