Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 5,650 $1.11M 0.17% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,617 $1.1M 0.21% -175 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,512 $1.08M 0.05% -72 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 5,488 $1.07M -310 Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,455 $1.07M <0.01% +1,235 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,450 $1.07M 0.01% -253 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,409 $1.06M 0.02% +378 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,409 $1.06M 0.36% -161 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 5,390 $1.05M 0.11% +671 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 5,382 $1.05M 0.14% +484 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 5,327 $1.04M 0.03% +3,939 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,213 $1.02M 0.04% +127 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,191 $1.02M 0.03% -265 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 5,179 $1.01M 0.06% +52 13F-HR Timeline American Trust More: the full row for American Trust 5,155 $1.01M 0.08% +64 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 5,134 $1M 0.44% -623 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 5,019 $982K 0.6% -199 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 5,000 $979K 0.37% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,974 $973K 0.01% +173 13F-HR/A Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 4,966 $972K 0.69% -107 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,921 $963K 0.01% +382 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,901 $959K <0.01% +360 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,835 $946K 0.13% +3 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 4,805 $940K 0.15% -300 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,799 $939K <0.01% +747 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,781 $936K 0.06% +76 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 4,700 $920K 0.34% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 4,689 $918K 0.41% -216 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,665 $913K 0.02% -187 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,646 $909K 0.01% -548 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,621 $905K 0.02% +210 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,601 $901K 0.03% -811 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,595 $899K 0.03% +171 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,571 $895K 0.03% -341 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,568 $894K 0.02% +1 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,529 $886K 0.1% +219 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 4,669 $882K 0.23% +2 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 4,489 $879K <0.01% new 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,484 $878K 0.01% +52 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 4,448 $871K 0.14% -41 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 4,420 $865K 0.53% -152 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 4,385 $858K 0.03% +125 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,382 $858K 0.02% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,367 $855K 0.01% +1,436 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,301 $842K <0.01% +237 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,251 $832K <0.01% -1,895 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,180 $818K 0.01% -134 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 4,174 $817K 0.32% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,159 $814K 0.01% -110 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 4,123 $807K 0.28% 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 4,108 $804K 0.23% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 3,049 $788K 0.08% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,007 $784K 0.01% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 4,002 $783K 0.04% +20 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,959 $775K 0.02% +50 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,922 $773K +2,011 Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 3,945 $772K 0.27% -87 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,888 $761K 0.01% +32 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,881 $760K 0.01% -373 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,829 $750K <0.01% +408 13F-HR Timeline Group Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 3,809 $746K 0.12% -161 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,781 $740K 0.27% +2 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 3,780 $740K 0.19% 0 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 3,768 $737K 0.08% +193 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,739 $733K 0.01% +811 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 3,723 $729K 0.11% +165 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,689 $722K <0.01% +307 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,675 $719K 0.04% 0 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,768 $718K 0.04% +110 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 3,651 $715K 0.21% -347 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,641 $713K 0.01% +34 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,624 $709K 0.16% -44 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,622 $709K 0.2% -1,483 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,617 $708K 0.02% -476 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,589 $702K <0.01% 0 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 3,573 $699K 0.16% -60 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 3,548 $694K 0.21% +902 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,508 $687K 0.28% -309 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 3,501 $685K 0.03% 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,496 $684K <0.01% new 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,377 $661K 0.01% -892 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,349 $655K 0.01% new 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 3,269 $650K 0.02% 0 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,310 $648K 0.01% -574 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 3,256 $637K 0.14% -786 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,253 $637K 0.02% -39 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 3,250 $636K <0.01% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,231 $632K 0.01% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,188 $624K 0.02% 0 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 3,184 $623K 0.1% +9 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,149 $616K 0.09% -52 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,123 $611K 0.01% +418 13F-HR Timeline Group Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,116 $609K 0.21% -122 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,108 $608K 0.19% -103 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,099 $607K <0.01% -2,901 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,018 $595K 0.01% -157 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,034 $594K 0.04% -151 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 3,016 $590K 0.08% -90 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,993 $586K 0.06% +20 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,991 $586K <0.01% +166 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 2,965 $580K 0.18% +410 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,963 $580K 0.03% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,950 $577K 0.2% -73 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,949 $577K 0.01% +210 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,911 $570K 0.01% +12 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 2,896 $567K 0.29% -31 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 2,872 $562K 0.13% +3 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,870 $562K 0.07% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,868 $561K <0.01% -10 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,837 $555K 0.12% +1,822 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 2,838 $555K 0.08% 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,822 $552K 0.01% +744 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,797 $547K 0.09% +55 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 2,786 $545K 0.31% +505 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,782 $544K 0.01% +81 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 2,756 $539K 0.02% new 13F-HR/A Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,754 $539K <0.01% +4 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,752 $539K 0.27% -161 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,748 $538K 0.04% +10 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2,742 $537K 0.05% +18 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,723 $533K 0.03% +139 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 2,700 $528K 0.23% 0 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 2,695 $528K 0.28% +16 13F-HR/A Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,663 $526K 0.13% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,678 $524K 0.15% +1 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,662 $521K 0.01% 0 13F-HR Timeline Group Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 2,655 $520K 0.25% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 2,641 $517K 0.29% 0 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 2,639 $516K 0.18% -167 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,604 $510K 0.14% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,600 $509K 0.05% 0 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 2,588 $507K 0.07% -20 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,554 $500K 0.01% -45 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,530 $495K 0.01% +26 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,521 $494K 0.02% -92 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,514 $492K 0.02% -35 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,507 $491K 0.04% -2,521 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,501 $490K <0.01% -3 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,500 $489K <0.01% +1,544 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,493 $489K 0.04% new 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,498 $489K 0.02% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 2,495 $488K 0.31% +16 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 2,485 $486K 0.14% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,475 $484K 0.36% +88 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 2,460 $481K 0.09% +17 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,460 $481K 0.02% -12,381 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,455 $481K 0.09% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,443 $478K 0.02% 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,414 $472K 0.01% -1,783 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,401 $470K 0.01% new 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,394 $468K 0.04% +148 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,381 $466K 0.02% +13 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 2,375 $465K 0.22% 0 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 2,353 $461K 0.16% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,353 $461K <0.01% +406 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,338 $458K 0.43% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,328 $456K 0.01% +1 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,312 $453K 0.05% +697 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,330 $452K 0.02% -92 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 2,300 $450K 0.22% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,299 $450K <0.01% -3,062 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,290 $448K <0.01% -738 13F-HR Timeline Group BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 2,241 $447K 0.09% -103 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 2,279 $446K 0.2% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,275 $445K 0.01% +271 13F-HR Timeline Noble Wealth Partners LLC More: the full row for Noble Wealth Partners LLC 2,260 $442K 0.38% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,247 $440K 0.01% -158 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 2,189 $428K 0.06% 0 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 2,168 $424K 0.29% +228 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,138 $419K 0.03% +26 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 2,134 $418K 0.15% +3 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,131 $417K 0.06% -6,632 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,118 $415K 0.04% -303 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 2,115 $414K 0.24% -26 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 2,112 $413K 0.18% +10 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,087 $408K <0.01% +409 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,081 $407K 0.22% +2 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,047 $406K 0.01% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,063 $404K 0.01% +25 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,055 $402K 0.02% -25 13F-HR Timeline Group Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,050 $401K 0.08% 0 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 2,019 $395K 0.12% 0 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 2,017 $395K 0.23% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,003 $392K <0.01% +117 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,989 $389K 0.03% +8 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 1,959 $383K 0.09% +11 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,925 $377K 0.04% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,920 $376K <0.01% -1,996 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,898 $371K <0.01% 0 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1,864 $365K 0.04% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,857 $363K <0.01% +348 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 1,854 $363K 0.04% +16 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,556 $362K 0.08% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,818 $356K <0.01% new 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 1,818 $356K 0.16% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,805 $353K 0.04% -607 13F-HR/A Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 1,803 $353K 0.16% +65 13F-HR/A Timeline MYECFO, LLC More: the full row for MYECFO, LLC 1,796 $352K 0.13% +30 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,785 $349K 0.04% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,756 $344K 0.01% 13F-HR Timeline