Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,142 $1.5M 0.01% +84 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 5,345 $1.49M 0.77% -5,329 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 5,343 $1.49M 0.2% new 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 5,333 $1.49M 0.43% +72 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 5,707 $1.48M 0.42% +4,582 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,276 $1.47M 0.16% -24 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 5,141 $1.44M <0.01% +887 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 5,115 $1.43M 1.3% 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 5,093 $1.42M 0.57% -10,489 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 5,083 $1.42M 0.45% +680 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,897 $1.41M 0.02% +3,530 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,045 $1.41M 0.03% +350 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 5,020 $1.4M 0.45% 0 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 5,005 $1.4M 0.15% +51 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 5,000 $1.4M 0.16% -150 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 4,987 $1.39M 0.39% +37 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 4,968 $1.39M 0.46% +301 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 4,932 $1.38M 0.48% +13 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 4,917 $1.37M 1.07% +466 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,900 $1.37M 0.02% +283 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 4,894 $1.37M 0.14% +2,447 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 4,882 $1.36M 0.37% +395 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,853 $1.35M <0.01% -148 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,821 $1.35M 0.02% +1,864 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,811 $1.34M 0.03% -1 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 4,797 $1.34M 0.98% +173 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 4,777 $1.33M 0.86% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 4,735 $1.32M 0.91% +435 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,733 $1.32M 0.03% -514 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 4,701 $1.32M 0.12% +250 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 4,721 $1.32M 0.9% -150 13F-HR Timeline BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 4,657 $1.3M 0.68% 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 4,604 $1.29M 0.18% -243 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,591 $1.28M 0.07% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 4,556 $1.27M 0.29% -366 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,470 $1.25M 0.28% +304 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 4,456 $1.24M 0.63% -229 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,397 $1.23M 0.06% -425 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,385 $1.22M 0.81% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,368 $1.22M 0.06% -749 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 4,346 $1.21M 0.03% +4,339 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,196 $1.21M 0.03% +1,994 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,337 $1.21M 0.16% -94 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 4,333 $1.21M 0.44% +368 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,328 $1.21M 0.08% -35 13F-HR/A Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 4,300 $1.2M 0.42% new 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 4,289 $1.2M 0.14% 0 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 4,210 $1.19M 0.75% -526 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,242 $1.18M 0.02% -196 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 4,083 $1.17M 0.2% +306 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,181 $1.17M 0.04% +431 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 4,178 $1.17M 0.32% 0 13F-HR Timeline Friday Financial More: the full row for Friday Financial 4,161 $1.16M 0.41% +1,602 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,153 $1.16M 0.04% -1,527 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,122 $1.15M 0.03% -185 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,043 $1.13M <0.01% -1,574 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,024 $1.12M 0.26% -35 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 4,016 $1.12M 2.4% -60,927 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 4,005 $1.12M 0.1% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,004 $1.12M 0.22% 0 13F-HR/A Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 4,003 $1.12M 0.54% +9 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 4,000 $1.12M 0.14% -5,080 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,967 $1.11M 0.05% -267 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 3,895 $1.09M 0.64% +1 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 3,889 $1.09M 0.34% +1 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,889 $1.09M <0.01% +1,924 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,873 $1.08M 0.02% +758 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 3,820 $1.07M 0.38% -2,000 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,813 $1.06M 0.09% -10 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 3,776 $1.05M 0.09% -21 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,774 $1.05M 0.07% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,771 $1.05M 0.09% -13 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,699 $1.05M 0.05% new 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,751 $1.05M 0.16% +129 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 3,734 $1.04M 0.75% -1,160 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 3,709 $1.04M 0.74% 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 3,694 $1.03M 0.92% 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,683 $1.03M 0.05% +53 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,643 $1.02M 0.03% -24,992 13F-HR Timeline Group HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 3,633 $1.01M 0.49% -75 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,632 $1.01M 0.05% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,616 $1.01M 0.04% -791 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3,585 $1M <0.01% +2,261 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 3,545 $989K 0.48% +3 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 3,535 $987K 0.77% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,520 $983K 0.22% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,519 $982K 0.05% -214 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 3,508 $979K 1.05% 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,485 $973K 0.03% +480 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,475 $970K 0.05% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,467 $968K 0.03% +159 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 3,460 $966K 0.21% -349 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 3,452 $964K <0.01% +520 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,437 $962K 0.04% -278 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,439 $960K 0.05% +1,867 13F-HR Timeline Group Owen LaRue, LLC More: the full row for Owen LaRue, LLC 3,436 $959K 0.36% -3,882 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,394 $947K 0.02% 0 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 3,387 $945K 0.09% +54 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,313 $935K 0.01% +163 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,332 $930K 0.03% +249 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,328 $929K 0.08% -16 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 3,321 $927K 0.17% 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,283 $916K 0.01% +176 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 3,375 $916K 0.11% -35 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,262 $911K 0.03% 0 13F-HR Timeline Group McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 3,259 $910K 0.17% -37 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,252 $908K <0.01% -15 13F-HR Timeline Group Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 3,226 $901K 0.03% 0 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,218 $898K 0.03% +300 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,212 $897K 0.02% +140 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,165 $884K <0.01% 0 13F-HR Timeline Group ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 3,147 $878K 0.2% +382 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 3,109 $868K 0.85% 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,108 $868K <0.01% +53 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,095 $864K 0.14% +786 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,091 $863K 0.09% +9 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 3,089 $862K 0.29% -521 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,060 $854K 0.1% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,022 $844K 0.02% -66 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,013 $841K 0.18% new 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 3,008 $840K 0.15% -3 13F-HR/A Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,004 $839K 0.02% +46 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 3,003 $838K 0.06% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,002 $838K 0.03% -142 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2,990 $835K 0.42% -7 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,966 $828K 0.03% -65 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,964 $827K 0.01% -118 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,957 $825K 0.01% +10 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,919 $815K 0.07% +5 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,917 $814K 0.15% +25 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 2,916 $814K 0.42% +347 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,908 $812K 0.02% +124 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,884 $805K 0.06% +236 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2,835 $805K 0.15% 0 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 2,883 $805K 0.35% -40 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,882 $804K 0.17% 0 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,867 $800K 0.34% +90 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,837 $792K 0.06% +319 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,833 $791K 0.32% -195 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 2,781 $776K 0.22% +276 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,767 $772K 0.05% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,764 $772K 0.02% +126 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,761 $771K 0.24% -26 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 2,720 $759K 0.14% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,715 $758K 0.21% -3,309 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 2,713 $757K 0.04% -9 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,676 $757K 0.05% 0 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 2,656 $741K 0.11% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,614 $741K 0.19% -100 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,624 $732K 0.05% -30 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,593 $732K 0.03% -1,570 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 2,614 $730K 0.22% +250 13F-HR/A Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,608 $728K 0.13% -222 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,601 $726K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,593 $724K <0.01% +380 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,576 $719K 0.01% +321 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,576 $719K 0.01% +566 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,567 $717K 0.03% +603 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,582 $707K 0.03% +220 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 2,533 $707K 0.63% 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 2,514 $702K 0.49% +184 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,486 $694K 0.01% +173 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,486 $694K <0.01% -58 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 2,480 $692K 0.16% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2,472 $690K 0.1% +25 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 2,468 $689K 0.15% 0 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 2,460 $687K 0.7% 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,448 $683K 0.17% +48 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,399 $670K 0.02% -981 13F-HR Timeline Group Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 2,398 $669K 0.33% 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,398 $669K 0.02% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 2,389 $667K 0.29% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,386 $666K 0.13% +259 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,394 $660K 0.25% -516 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,365 $660K 0.08% -276 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 2,343 $654K 0.11% -18 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,335 $652K 0.19% -114 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 2,318 $647K 0.34% -49 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,310 $645K 0.01% -240 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,308 $644K 0.04% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,272 $634K 0.03% +46 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,270 $634K 0.32% +20 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,270 $634K 0.02% -457 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,257 $630K 0.43% -38 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 2,229 $622K <0.01% -828 13F-HR Timeline Group SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,336 $622K 0.25% +354 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,205 $616K 0.04% -41 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,204 $615K 0.01% -55 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 2,163 $604K 0.16% 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,158 $603K 0.03% +3 13F-HR Timeline CROBAN More: the full row for CROBAN 2,131 $595K 0.29% -501 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 2,109 $589K 0.2% 0 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,107 $588K 0.15% +7 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,104 $587K 0.14% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,098 $586K 0.06% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,095 $585K 0.02% -13 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,094 $585K 0.03% -21 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 2,093 $584K 0.54% 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,083 $581K <0.01% +843 13F-HR Timeline Group FWG Investments, LLC. More: the full row for FWG Investments, LLC. 2,071 $578K 0.37% +1,309 13F-HR Timeline