MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 10,513 $1.24M 0.9% -124 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 10,415 $1.22M 0.19% +44 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 10,438 $1.21M 1.21% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 10,253 $1.21M 0.04% +447 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 10,249 $1.2M 0.5% -1,255 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 10,249 $1.2M 0.05% +1 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 10,244 $1.2M 0.51% -231 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 10,223 $1.2M 0.6% -58 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 10,209 $1.2M 0.28% -298 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 10,197 $1.2M 1.21% -349 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 10,184 $1.2M 0.01% +56 13F-HR Timeline Group Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 10,183 $1.2M 0.28% -172 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 10,131 $1.19M 0.02% 13F-HR/A Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 10,150 $1.19M +862 Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,126 $1.19M 0.09% +255 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 10,098 $1.19M 0.56% +52 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 10,000 $1.17M 0.06% 0 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 9,952 $1.17M 0.22% +26 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 9,937 $1.17M 0.01% -14,324 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 9,912 $1.16M 0.5% +10 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 9,898 $1.16M 0.2% +104 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 9,511 $1.16M 0.8% 0 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 9,727 $1.14M 0.56% -61 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 9,617 $1.13M 0.08% -62 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 9,581 $1.13M <0.01% +6,230 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 10,353 $1.12M 0.37% -1,991 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 9,520 $1.12M 0.02% +328 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 9,441 $1.11M 0.2% +757 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 9,419 $1.11M 0.72% 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,371 $1.1M 0.01% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 9,364 $1.1M 0.08% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 9,261 $1.09M 0.1% +7,093 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 9,258 $1.09M 0.48% -610 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 9,256 $1.09M 0.08% new 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 9,166 $1.09M 0.03% +1,185 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 9,221 $1.08M 0.76% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,145 $1.07M 0.03% -576 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 9,036 $1.06M 0.36% +1,270 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 9,035 $1.06M 0.01% -8,804 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 9,006 $1.06M 0.17% 0 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 8,927 $1.05M 0.63% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 8,709 $1.02M 0.56% 13F-HR Timeline Gray Wealth Management Inc. More: the full row for Gray Wealth Management Inc. 8,652 $1.02M 0.39% +1,766 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,596 $1.01M 0.08% +42 13F-HR Timeline 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 8,571 $1.01M 0.15% +5 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 8,527 $1M 0.74% +1 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8,528 $1M 0.07% +77 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 8,417 $989K 0.09% -8,783 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 8,362 $982K 0.29% -215 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 8,331 $979K 0.05% +63 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 8,319 $977K 0.65% -541 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 8,259 $970K 0.48% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 8,226 $966K 0.18% 0 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 8,206 $964K 0.65% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,198 $963K 0.04% +12 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 8,137 $956K 0.75% -204 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 8,133 $955K 0.11% +21 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 8,097 $951K 0.25% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 8,090 $950K 0.56% 0 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 8,086 $950K 0.37% -801 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 8,042 $945K 0.14% -2,456 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,036 $944K 0.2% -627 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 7,950 $934K 0.38% +1,220 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 7,924 $931K 0.27% +219 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 7,915 $930K <0.01% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 7,909 $929K 0.04% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 7,902 $928K 0.79% -2,048 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 7,821 $919K 0.03% +7 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 7,571 $918K 0.3% +14 13F-HR Timeline Harding Loevner LP More: the full row for Harding Loevner LP 7,709 $906K 0.01% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,676 $902K 0.06% +210 13F-HR Timeline Group FC Advisory LLC More: the full row for FC Advisory LLC 7,630 $896K 0.3% +480 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 7,579 $890K 0.54% 0 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 7,560 $888K 1.43% 0 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 7,545 $886K 0.52% 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 7,500 $883K 0.06% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 7,392 $868K 0.03% -442 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 7,371 $866K 0.27% +800 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,323 $860K 0.01% +2,772 13F-HR/A Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 7,320 $860K 0.1% +54 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,267 $854K 0.02% -3,252 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 7,264 $853K 0.22% +4 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 7,257 $853K 0.22% +4,340 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 7,642 $852K 0.1% new 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 7,243 $851K 0.01% +2,188 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 7,243 $851K <0.01% new 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 7,085 $848K 0.08% 0 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 7,021 $843K 0.01% +2,954 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 7,147 $840K 0.17% +223 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 7,124 $837K 0.03% 0 13F-HR Timeline Group STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 7,056 $829K 0.16% +382 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 7,015 $824K 0.03% +1,194 13F-HR/A Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,971 $819K 0.01% new 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 6,897 $810K 0.12% -795 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 6,850 $805K 0.05% 0 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 6,838 $803K 0.49% -198 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 6,757 $794K 0.48% -47 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 6,525 $772K 0.1% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,488 $762K 0.05% -788 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 6,460 $759K 0.11% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,377 $749K 0.01% -18 13F-HR Timeline Drystone LLC More: the full row for Drystone LLC 6,323 $743K 0.74% 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 6,315 $742K 0.16% -1,639 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,081 $741K 0.2% 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 6,307 $741K 0.05% +4 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 6,297 $740K 0.25% 0 13F-HR Timeline Group Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 6,297 $740K 0.32% +2 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,293 $739K 0.02% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6,234 $732K 0.05% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 6,192 $727K 0.07% +19 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,188 $727K 0.05% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 6,177 $726K 0.28% +328 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 6,136 $721K 0.61% 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,133 $721K 0.04% +65 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 6,076 $714K 0.08% +402 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,059 $712K 0.03% -1,460 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,038 $709K 0.01% -30 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 6,000 $705K <0.01% -56,778 13F-HR Timeline Group CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 5,998 $705K 0.27% -208 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,900 $693K 0.06% -56 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 5,852 $688K 0.01% +5 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 5,851 $687K 0.13% -6,038 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,829 $685K 0.06% +396 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,788 $680K 0.01% +453 13F-HR Timeline Group AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 5,758 $676K 0.18% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,755 $676K 0.05% -47 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 5,734 $674K 0.15% -183 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 5,716 $672K 0.62% +2,183 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,701 $670K 0.07% -382 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 5,694 $669K 0.54% +565 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 5,658 $665K 0.11% -1 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 501,358 $660K 0.59% 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 5,601 $658K <0.01% 0 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 5,591 $657K 0.05% +2 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 5,486 $644K 0.32% -1,720 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,477 $644K 0.03% -404 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,459 $641K 0.02% -397 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 5,496 $638K 0.22% +113 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,427 $638K 0.02% -306 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 5,422 $637K 0.12% -222 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 5,411 $636K 0.08% -335 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 5,400 $634K <0.01% -7,300 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,384 $633K 0.01% -343 13F-HR Timeline Group TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 5,309 $624K 0.01% +3,405 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 5,308 $624K 0.36% +196 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,295 $622K 0.02% +784 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,274 $620K 0.01% +1,568 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 5,238 $615K 0.42% 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 5,187 $609K 0.36% +837 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 5,090 $609K 0.29% +5 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,180 $609K 0.02% -752 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 5,053 $605K 0.11% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,130 $603K 0.13% +38 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 5,130 $603K 0.39% +38 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 5,107 $600K 0.23% -102 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 5,098 $599K <0.01% +1,887 13F-HR Timeline Group Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 5,068 $595K 0.55% 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 5,067 $595K 0.46% -355 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 5,106 $593K 0.13% +93 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 5,025 $590K 0.28% +250 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 5,014 $589K 0.05% new 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 5,008 $588K 0.4% 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 4,988 $586K 0.27% +63 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,914 $577K 0.04% +965 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,875 $573K 0.01% +8 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 4,860 $571K 0.26% -2 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,857 $571K 0.01% +1,773 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,843 $569K <0.01% -743 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,830 $567K 0.02% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,765 $560K 0.06% +2,914 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 4,677 $556K 0.51% 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 4,722 $555K 0.41% -164 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,721 $555K 0.19% 0 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 4,658 $547K 0.16% +34 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 4,654 $547K 0.19% -145 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,646 $546K 0.08% new 13F-HR/A Timeline Monument Capital Management More: the full row for Monument Capital Management 4,613 $542K 0.15% -28 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 4,567 $537K 0.44% 13F-HR/A Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 4,560 $536K 0.15% +10 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 4,547 $534K 0.02% 0 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 4,538 $533K 0.09% +94 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 4,515 $530K 0.19% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 4,493 $528K 0.15% +31 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 4,488 $527K 0.02% +1 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 4,474 $526K 0.05% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,433 $521K 0.02% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,339 $510K 0.1% +1,747 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 4,334 $509K 0.22% +2,097 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 4,316 $507K 0.03% +2,149 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 4,316 $507K 0.02% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 4,300 $505K 0.04% +25 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,290 $504K 0.03% +359 13F-HR/A Timeline Group Hudock, Inc. 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