Next Capital Management LLC More: the full row for Next Capital Management LLC 5,020 $1.29M 0.39% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 5,002 $1.29M 0.09% -499 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 5,000 $1.29M 0.15% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,997 $1.29M 0.01% -145 13F-HR Timeline Group Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 4,999 $1.29M 0.36% +12 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 4,981 $1.28M 0.47% +648 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 4,941 $1.27M 0.44% +9 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 4,939 $1.27M 0.29% +1,419 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 4,927 $1.27M 0.91% +130 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,912 $1.26M 0.07% +544 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,903 $1.26M 0.02% +3 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 4,887 $1.26M 0.5% -206 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 4,882 $1.26M 0.36% 0 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 4,877 $1.26M 0.33% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4,860 $1.25M 0.63% -485 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,854 $1.25M 0.01% +1 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,853 $1.25M 0.03% -192 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,793 $1.23M 0.03% -18 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 4,763 $1.23M 0.01% -750 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,711 $1.21M 0.11% -756 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 4,687 $1.21M 0.78% -90 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 4,238 $1.2M 0.72% +28 13F-HR Timeline BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 4,666 $1.2M 0.64% +9 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,591 $1.18M 0.07% 0 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 4,577 $1.18M 0.17% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,450 $1.17M 0.01% -447 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,526 $1.16M 0.25% +56 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 4,510 $1.16M 0.17% -94 13F-HR Timeline Group Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 4,455 $1.15M 0.59% -1 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,445 $1.14M 0.03% -6,374 13F-HR Timeline Friday Financial More: the full row for Friday Financial 4,432 $1.14M 0.39% +271 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,391 $1.13M 0.06% +872 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,375 $1.13M 0.78% -10 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 4,309 $1.11M 0.19% +226 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 4,300 $1.11M 0.41% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,196 $1.1M 0.02% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,393 $1.1M 0.07% -4 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 4,246 $1.09M 0.31% -1,461 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,240 $1.09M 0.16% -97 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 4,230 $1.09M 0.42% +227 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,228 $1.09M 0.28% +50 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,228 $1.09M 0.02% -1,856 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,873 $1.08M 0.02% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 4,199 $1.08M 0.43% -28,071 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 4,152 $1.07M 0.35% -816 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,127 $1.06M 0.03% -26 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,118 $1.06M 0.03% +419 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,115 $1.06M 0.03% -7 13F-HR/A Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,100 $1.06M 0.25% +76 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,095 $1.05M 0.16% +1,000 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 4,005 $1.03M 0.09% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,004 $1.03M 0.22% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,000 $1.03M 0.07% -328 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,978 $1.02M 0.15% new 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 3,667 $1.02M <0.01% -1,474 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 3,952 $1.02M 0.27% +805 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,917 $1.01M 0.03% +450 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 3,902 $1M 0.62% +7 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 3,890 $1M 0.32% +1 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,843 $989K <0.01% -200 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,826 $985K 0.08% +13 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 3,820 $983K 0.36% 0 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 3,801 $978K 0.11% -488 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,796 $978K 0.04% +359 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 3,795 $977K 0.47% +162 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,794 $977K 0.03% +576 13F-HR Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 3,776 $972K 0.08% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,774 $971K 0.06% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,753 $966K 0.03% -980 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,751 $965K 0.15% 0 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 3,711 $955K 0.46% -2,386 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 3,655 $941K 0.61% -54 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 3,641 $937K 0.29% -2,462 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,632 $935K 0.06% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,628 $934K 0.01% +1,142 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,623 $932K 0.08% -148 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,562 $917K 0.03% +300 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,553 $914K 0.01% +270 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,552 $914K 0.03% -131 13F-HR/A Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,517 $905K 0.03% +32 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 3,508 $903K 0.96% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,504 $902K 0.08% +117 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,495 $899K 0.01% +182 13F-HR/A Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,473 $894K 0.02% +141 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,451 $888K 0.05% -24 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 3,445 $887K 0.71% -90 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 3,441 $886K 0.2% -1,115 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,420 $880K 0.01% -822 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,392 $873K 0.01% -1,429 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,391 $873K 0.06% +507 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,383 $871K 0.01% new 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 3,371 $868K 0.33% -65 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 3,364 $866K 0.31% +275 13F-HR/A Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 3,360 $865K 0.72% +370 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,356 $864K 0.03% +592 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/ 3,337 $859K <0.01% +85 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,336 $859K 0.02% -58 13F-HR Timeline Group LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 3,333 $858K 0.64% 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 3,328 $856K 0.15% +7 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,328 $856K 0.07% 0 13F-HR Timeline Independence Asset Advisors, LLC More: the full row for Independence Asset Advisors, LLC 3,326 $856K 0.31% new 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 3,287 $846K 0.15% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,270 $842K 0.02% +694 13F-HR/A Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 1,405 $840K 0.36% new 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 3,253 $837K 0.16% -6 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,197 $823K 0.08% -3,232 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 3,175 $817K 0.18% -285 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,170 $816K 0.01% -42 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,157 $813K 0.01% +193 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,002 $805K 0.02% 0 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 3,124 $804K 0.1% -251 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,121 $803K 0.02% +99 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 3,113 $801K 0.59% -621 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 3,097 $797K 0.88% -12 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,097 $797K 0.08% +6 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,055 $786K <0.01% -53 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,002 $772K 0.03% +36 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,997 $771K 0.14% -11 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,655 $771K 0.29% +319 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,676 $769K 0.05% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,984 $768K 0.1% -76 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,967 $764K 0.01% -37 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,910 $749K 0.19% +195 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,867 $738K 0.33% 0 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 2,851 $734K 0.32% -32 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 2,852 $733K 0.37% 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2,835 $730K 0.13% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,831 $729K 0.01% -126 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,795 $719K 0.28% -38 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,776 $715K 0.06% -61 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,769 $713K <0.01% -396 13F-HR Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,767 $712K 0.05% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,614 $708K 0.19% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,752 $708K 0.13% -165 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,744 $706K 0.02% +474 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 2,743 $706K 0.2% -38 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,722 $701K 0.01% +146 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2,722 $700K 0.21% +819 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 2,720 $700K 0.14% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 2,714 $698K 0.04% +1 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,708 $697K 0.21% -53 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 2,656 $684K 0.1% 0 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 2,646 $681K 0.2% +32 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,643 $680K 0.04% +371 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,636 $678K 0.02% -10,088 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,635 $678K 0.03% -1,332 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,625 $675K 0.03% +467 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,610 $672K 0.05% -14 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,608 $671K 0.05% +300 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,608 $671K 0.11% 0 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,601 $669K 0.01% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,598 $669K 0.04% -841 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,303 $668K 0.24% -91 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,593 $667K <0.01% 0 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,566 $660K 0.03% -16 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 2,533 $652K 0.55% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2,521 $649K 0.09% +49 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,595 $648K 0.02% +2 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,509 $646K 0.12% +123 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,482 $639K 0.47% +225 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 2,480 $638K 0.15% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,471 $636K <0.01% -15 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 2,467 $635K 0.13% -1 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,447 $630K 0.13% -2,447 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,442 $628K 0.01% +753 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,437 $627K <0.01% new 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,433 $626K 0.03% -134 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,425 $624K 0.26% 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 2,421 $623K 0.3% +23 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 2,416 $622K 0.55% -2,699 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 2,389 $614K 0.26% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,371 $610K 0.18% +36 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 2,346 $604K 0.63% -114 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 2,343 $603K 0.1% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,340 $602K 0.03% +610 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,334 $601K 0.22% +64 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,319 $597K 0.03% +562 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 2,318 $597K 0.3% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,279 $587K 0.14% -169 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 2,263 $582K 0.42% -1,431 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,255 $580K 0.01% -653 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 2,247 $578K 0.06% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,223 $572K 0.01% -176 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,208 $568K 0.02% +113 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 2,206 $568K 0.03% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,206 $568K 0.03% +1 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,202 $567K <0.01% -3,624 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,159 $556K 0.11% -723 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,117 $545K 0.01% -87 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,110 $543K 0.14% +3 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 2,109 $543K 0.19% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,103 $541K 0.12% -1 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,098 $540K 0.05% 0 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 2,074 $534K 0.34% +3 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 2,064 $531K 0.44% -29 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,059 $530K 0.05% new 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 2,054 $529K 0.02% +126 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,042 $526K 0.07% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,042 $525K 0.01% +1,258 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,039 $525K 0.04% 0 13F-HR Timeline