HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 11,658 $1.61M 0.65% +221 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 11,543 $1.59M 0.1% -4,533 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 11,481 $1.58M 0.01% +3,000 13F-HR Timeline Group M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 11,392 $1.57M 0.33% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 11,229 $1.55M 0.9% +2,945 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 11,141 $1.54M 0.09% +2,499 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 11,055 $1.52M 0.07% -2,763 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 10,997 $1.52M 0.17% -366 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 10,985 $1.51M +4,433 Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 10,927 $1.51M 0.02% +145 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 10,925 $1.51M <0.01% +6 13F-HR Timeline Group Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 10,800 $1.49M 0.01% -50,400 13F-HR Timeline Group MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 10,736 $1.48M 1.01% -304 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 10,694 $1.47M 0.21% -76 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 10,620 $1.46M 0.11% +1,424 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 10,576 $1.46M 0.23% -99 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 10,565 $1.46M 0.09% +1 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 10,541 $1.45M 0.12% +1 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 10,480 $1.44M 0.38% -182 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,396 $1.43M 0.08% -20 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 10,380 $1.43M 0.71% new 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 10,358 $1.43M 1.58% +3 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 10,315 $1.42M 0.58% +1 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 10,303 $1.42M 0.08% +1,730 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 10,261 $1.41M 0.06% +1 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 10,246 $1.41M 0.7% +59 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 10,230 $1.41M 0.88% -36 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 10,140 $1.4M -2,543 Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,124 $1.4M 0.03% +1,210 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 10,010 $1.38M 0.27% new 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 10,005 $1.38M 0.73% +125 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 10,004 $1.38M 0.39% -202 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 10,000 $1.38M 0.06% 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 9,921 $1.37M 0.05% +3,620 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 9,879 $1.36M 0.12% +140 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 9,879 $1.36M 0.59% +307 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 9,760 $1.35M 0.21% -243 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 9,650 $1.35M 0.05% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,773 $1.35M 0.01% +7,176 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 9,720 $1.34M 0.17% -6,469 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 9,617 $1.33M 0.08% 0 13F-HR Timeline Drystone LLC More: the full row for Drystone LLC 9,587 $1.32M 1.19% -580 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 9,574 $1.32M 0.54% +23 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 9,507 $1.31M 0.63% 0 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 9,461 $1.3M 0.21% +31 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,459 $1.3M 0.03% +1,178 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 9,268 $1.28M 0.94% +8 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 9,244 $1.27M 0.03% +2 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 9,197 $1.27M 0.19% -518 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 9,149 $1.26M 0.06% -19 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 9,080 $1.25M 0.2% new 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 9,072 $1.25M 0.46% 0 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 9,065 $1.25M 0.5% -1,661 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 9,063 $1.25M 0.07% +744 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 9,060 $1.25M 0.43% +23 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 9,060 $1.25M 0.09% +51 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 9,700 $1.25M 0.68% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,043 $1.25M 0.03% -68 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 9,006 $1.24M 0.17% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 8,911 $1.23M 0.07% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,858 $1.22M 0.17% +830 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 8,653 $1.19M 0.27% -60 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 8,653 $1.19M 0.14% +58 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,645 $1.19M 0.03% +455 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,637 $1.19M 0.16% +2,425 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 8,637 $1.19M 0.01% -2,182 13F-HR/A Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 8,623 $1.19M 0.11% +289 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 8,608 $1.19M 0.21% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 8,606 $1.19M 0.12% -1,740 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 8,540 $1.18M 0.19% +11 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 8,530 $1.18M 0.63% +1 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 8,503 $1.17M 0.02% +269 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 8,438 $1.16M 0.34% -350 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 8,359 $1.15M 0.07% +62 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 8,328 $1.15M 0.53% -75 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 8,320 $1.15M 0.37% +370 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,306 $1.14M 0.04% +5,008 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 8,261 $1.14M 0.02% -255 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 8,234 $1.13M 0.29% -49 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,177 $1.13M 0.05% new 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 8,169 $1.13M 0.17% new 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 8,103 $1.12M 0.91% -147 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 8,058 $1.11M 0.23% +29 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 8,042 $1.11M 0.13% 0 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 7,960 $1.1M 0.28% +1 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 7,909 $1.09M 0.04% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,908 $1.09M 0.13% -364 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 7,700 $1.08M 0.52% +280 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,834 $1.08M 0.14% -2,852 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 7,719 $1.06M 0.03% +10 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 7,708 $1.06M 0.26% -2,964 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,671 $1.06M 0.07% +1,543 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,671 $1.06M 0.03% +145 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 7,663 $1.06M <0.01% 0 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 7,591 $1.06M 0.28% +391 13F-HR/A Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 7,632 $1.05M 0.7% 0 13F-HR/A Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,607 $1.05M 0.04% +2,917 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 7,574 $1.04M 0.48% -685 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 7,568 $1.04M 0.5% +1,139 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 7,560 $1.04M 0.26% -24 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 7,560 $1.04M 1.24% 0 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 7,555 $1.04M 0.71% -332 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 7,500 $1.03M 0.09% 0 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 7,487 $1.03M 0.7% -318 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,480 $1.03M 0.01% 0 13F-HR Timeline Group Brickley Wealth Management More: the full row for Brickley Wealth Management 7,478 $1.03M 0.18% +268 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 7,475 $1.03M <0.01% +177 13F-HR Timeline Group Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 7,425 $1.02M 0.39% -5 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 7,421 $1.02M 0.88% -1,338 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 7,403 $1.02M 0.11% +25 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 7,357 $1.01M 0.52% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,353 $1.01M 0.06% -6 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 7,269 $1M 0.02% +211 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 7,265 $1M 0.23% +1 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 7,117 $1M 0.46% +1,411 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 7,229 $996K 0.09% -801 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 7,216 $994K 0.3% +545 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 7,210 $994K <0.01% +715 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 7,186 $990K 0.02% -313 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 7,166 $987K 0.12% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 7,140 $984K 0.18% -446 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 7,124 $982K 0.03% 0 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 $976K 0.06% 0 13F-HR Timeline Group ADE, LLC More: the full row for ADE, LLC 6,960 $959K 0.48% -24 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 6,907 $952K 0.14% -3,398 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 6,825 $941K 0.1% -367 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 6,818 $940K 0.27% -53 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,783 $935K 0.05% +265 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 6,650 $916K 0.05% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 6,636 $914K 0.15% -54 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 6,604 $910K 0.01% +307 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,576 $906K 0.03% +13 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 6,525 $904K 0.1% 0 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 6,483 $893K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 6,483 $893K 0.07% +3,146 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,232 $883K 0.05% +499 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,355 $876K 0.04% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,320 $871K 0.07% +169 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 6,305 $869K 0.28% +10 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 6,297 $868K 0.24% 0 13F-HR Timeline Group Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 6,289 $867K 0.1% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6,234 $859K 0.05% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,216 $857K 0.01% -178 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 6,189 $853K 0.12% 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 6,140 $846K 0.21% -299 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 6,052 $834K 0.68% +3,130 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,027 $831K <0.01% -35 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 5,914 $815K 0.3% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,911 $815K 0.02% +4,089 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 5,882 $811K 0.52% +77 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,850 $810K 0.01% +773 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 5,863 $808K 0.37% +2,517 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 5,847 $806K 0.09% -1,101 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 5,829 $803K 0.27% -171 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,781 $797K 0.05% +271 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,761 $794K 0.05% -161 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 5,734 $790K 0.27% +209 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,665 $781K 0.05% -3,797 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 5,658 $780K 0.11% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 5,569 $767K 0.03% +543 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,507 $759K 0.08% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 5,496 $757K 0.01% -3,700 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,436 $749K 0.04% +40 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 5,423 $747K 0.21% +666 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,389 $743K 0.02% +320 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 5,377 $741K 0.32% +3 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 5,363 $739K <0.01% -1,843 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,335 $735K 0.02% -2 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 5,293 $729K 0.43% +311 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,280 $728K 0.02% -191 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 5,225 $720K 0.3% +150 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 5,203 $717K 0.13% +16 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,185 $714K 0.02% +599 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 5,180 $714K 0.36% +618 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 5,157 $711K 0.34% +10 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 5,151 $710K 0.18% +144 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 5,120 $706K 0.02% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 5,120 $706K 0.26% +40 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 5,058 $705K 0.19% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,116 $705K 0.01% +11 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 5,112 $704K 0.12% +625 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 5,109 $704K 0.12% -314 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,085 $701K <0.01% -1,132 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 5,079 $700K 0.12% +1,922 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 5,000 $689K 0.05% +154 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 4,990 $688K 0.41% -305 13F-HR/A Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 4,860 $684K new Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 4,950 $682K 0.29% +2 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 4,926 $679K 0.19% +1,067 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 4,925 $679K <0.01% -500 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,921 $678K 0.08% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 4,859 $670K 0.06% +9 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,842 $667K 0.23% -101 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,833 $666K 0.07% 0 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 4,817 $664K +2,622 Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,786 $660K 0.01% +1,912 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,765 $657K 0.06% new 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 4,748 $654K <0.01% -118 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,725 $651K 0.03% +1,413 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,721 $651K 0.2% 0 13F-HR Timeline