Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 4,739 $918K 0.37% +1,980 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 4,700 $910K 0.01% -346 13F-HR Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 5,246 $897K 0.1% +609 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,609 $892K 0.01% +89 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,587 $888K 0.04% +1 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 4,574 $886K 0.31% -192 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,533 $878K 0.01% +705 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,528 $877K 0.02% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,306 $834K 0.02% -124 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,289 $830K 0.02% -53 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,275 $828K 0.01% -409 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 4,215 $816K 0.05% +11 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 4,180 $809K 0.81% -417 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 4,080 $790K 0.07% +84 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,948 $764K 0.05% 0 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,874 $750K 0.01% -223 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,830 $742K 0.02% +854 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 3,707 $718K 0.4% 0 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 3,672 $711K 0.01% new 13F-HR Timeline Group PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 3,629 $706K 0.56% -110 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,579 $693K <0.01% -20 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 3,551 $688K 0.07% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,542 $686K 0.05% -6 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 3,474 $673K 0.27% new 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 3,472 $672K 0.01% +2 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 3,331 $645K 0.42% -469 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,328 $644K 0.04% -244 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 3,292 $637K 0.22% -80 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,283 $636K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,255 $630K <0.01% +7 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 3,243 $628K 0.09% -4 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 3,231 $626K 0.32% +1,338 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,217 $623K 0.02% -706 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,189 $621K 0.04% +201 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,175 $615K 0.01% -1,520 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 3,163 $612K 0.59% 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,115 $603K 0.01% +35 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,110 $602K 0.18% 0 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 3,049 $590K 0.09% 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,013 $583K <0.01% +1,821 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,003 $581K 0.2% 0 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 2,993 $580K <0.01% new 13F-HR Timeline Group Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 2,981 $577K 0.38% 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,975 $576K 0.01% +325 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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More: the full row for INTEGRITY ALLIANCE, LLC. 2,810 $544K 0.02% -545 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,801 $542K <0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,778 $538K <0.01% +682 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 2,746 $535K 0.02% new 13F-HR Timeline Group CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 2,750 $532K 0.09% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,722 $527K 0.14% -21 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,720 $527K <0.01% +1,441 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. 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More: the full row for Maltin Wealth Management, Inc. 2,713 $525K 0.21% +4 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,689 $521K 0.01% -13,000 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,685 $520K <0.01% +135 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,646 $512K 0.01% -4 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,613 $506K 0.01% -227 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,557 $495K 0.02% -1,160 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 2,507 $485K 0.04% -161 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,500 $484K 0.01% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,500 $484K 0.06% -160 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,481 $480K 0.02% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,436 $472K <0.01% -507 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 2,403 $465K <0.01% +803 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,359 $457K <0.01% 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 2,305 $446K 0.02% -73 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 2,278 $441K 0.1% -857 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,269 $439K 0.04% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,237 $433K 0.04% -821 13F-HR/A Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 2,216 $429K 0.2% 0 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 2,203 $427K 0.19% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,175 $421K 0.02% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,151 $416K <0.01% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 2,137 $414K 0.06% -14 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,121 $413K 0.04% +184 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,115 $410K 0.28% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,104 $407K 0.01% -25 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 2,091 $405K 0.12% 0 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 2,075 $402K 0.17% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,070 $401K 0.1% -2,510 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,060 $399K 0.01% +312 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 2,059 $399K <0.01% +31 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 2,032 $393K <0.01% 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,018 $391K 0.02% -146 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,000 $387K 0.03% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,991 $386K 0.12% +1,819 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,944 $376K 0.1% -53 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 1,937 $375K 0.02% new 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 1,921 $372K 0.03% +189 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 1,920 $372K 0.06% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,896 $367K 0.02% -20,408 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,894 $367K <0.01% +595 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,878 $364K 0.01% new 13F-HR/A Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,866 $361K 0.02% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,860 $360K 0.09% -350 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 1,859 $360K 0.34% -25 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,852 $359K 0.01% +6 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,847 $358K 0.07% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,844 $357K 0.1% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,844 $357K <0.01% +118 13F-HR Timeline Group Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,800 $349K 0.23% 0 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 1,795 $348K 0.28% 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,779 $344K 0.01% -1 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,775 $344K 0.1% -160 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,773 $343K 0.02% +5 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,760 $341K 0.29% +58 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 1,750 $339K 0.03% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,743 $337K 0.25% 0 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 1,739 $337K 0.04% new 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,732 $335K 0.2% -49 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,722 $335K <0.01% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,713 $332K 0.01% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,705 $330K 0.03% +210 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,701 $329K 0.14% -34 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,700 $329K <0.01% new 13F-HR Timeline Group Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 1,700 $329K 0.22% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,639 $317K 0.02% +170 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,638 $317K 0.01% +1 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 1,635 $315K 0.25% 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,618 $313K 0.01% +30 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,616 $313K 0.04% +23 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,613 $312K 0.01% -198 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,582 $306K <0.01% +150 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,578 $306K <0.01% +620 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 1,566 $303K 0.03% -1 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,559 $302K 0.02% +153 13F-HR Timeline Essex LLC More: the full row for Essex LLC 1,548 $300K 0.05% -108 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,548 $300K 0.02% 0 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 1,570 $300K 0.08% -535 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,545 $299K 0.01% -118 13F-HR Timeline Group LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,518 $294K 0.04% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,518 $294K 0.01% -43 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,502 $291K <0.01% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,486 $289K <0.01% 0 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 1,493 $289K 0.06% new 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,480 $287K 0.18% -55 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,434 $278K 0.15% +44 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,426 $276K 0.01% +239 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,408 $273K 0.05% -197 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,404 $272K 0.05% -28 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 1,396 $270K 0.34% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,380 $267K 0.01% -27 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,374 $267K <0.01% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,345 $260K 0.04% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,325 $257K 0.04% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,305 $256K 0.01% -741 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,320 $256K <0.01% -811 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,300 $252K 0.12% 0 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,290 $250K 0.02% 0 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 1,286 $249K 0.11% +3 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,290 $246K 0.04% +1 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 1,250 $242K 0.09% +110 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,249 $242K 0.03% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,238 $240K <0.01% 0 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,231 $238K 0.06% -138 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,227 $238K 0.03% 0 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,210 $234K 0.05% -602 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,208 $234K 0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,203 $233K <0.01% +308 13F-HR Timeline Group Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,203 $233K 0.16% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,200 $232K 0.01% -114 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,200 $232K 0.01% -300 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 1,195 $228K 0.14% +114 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 1,167 $226K 0.12% +4 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,133 $225K 0.08% new 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,150 $223K 0.02% 0 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 1,147 $222K 0.13% -10 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 1,146 $222K 0.08% +71 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,143 $221K 0.1% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,139 $221K 0.01% -13 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,133 $219K 0.01% -13 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 1,107 $214K 0.13% 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,103 $214K <0.01% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,087 $210K 0.01% -30 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,084 $210K <0.01% 0 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 1,116 $210K 0.08% 0 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 1,082 $210K 0.07% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,077 $209K 0.02% new 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 1,076 $208K 0.16% -139 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,067 $207K 0.01% 0 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 1,070 $207K 0.05% +4 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 1,059 $205K 0.01% -300 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 1,055 $204K 0.06% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,041 $202K 0.1% +3 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,032 $200K 0.12% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,023 $198K 0.07% +832 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 975 $189K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 925 $179K <0.01% +806 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 871 $169K <0.01% 0 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 854 $165K 0.04% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 849 $164K 0.04% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 800 $155K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 794 $154K <0.01% +20 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 792 $153K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 764 $148K 0.07% new 13F-HR Timeline Group