BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 35,792 $1.81M 0.02% -1,331 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 35,378 $1.79M 0.03% -6,067 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 35,097 $1.78M 0.03% +19,931 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 34,986 $1.77M 0.05% -225 13F-HR Timeline Group Evansbrook LLC More: the full row for Evansbrook LLC 34,960 $1.77M 1.05% 0 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 34,913 $1.77M 0.78% +4,704 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 34,812 $1.76M 0.36% -274 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 34,678 $1.75M 0.8% 0 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 34,644 $1.75M 0.44% +4,127 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 34,602 $1.75M 0.18% +2,962 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 34,235 $1.73M 0.03% -7,763 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 34,164 $1.73M 0.26% -9,435 13F-HR Timeline TENET WEALTH PARTNERS, LLC More: the full row for TENET WEALTH PARTNERS, LLC 34,745 $1.73M 1.28% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 34,116 $1.73M 0.14% +1,244 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 34,086 $1.72M 0.6% +3,974 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 33,989 $1.72M 0.63% +8,191 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 33,904 $1.71M 0.15% -10,243 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Carolina Wealth Management Inc More: the full row for Carolina Wealth Management Inc 33,876 $1.71M 0.79% 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 33,810 $1.71M 0.56% +7,070 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 33,791 $1.71M 0.53% +4,609 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 33,592 $1.7M 0.64% -2,880 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 33,561 $1.7M 0.1% +279 13F-HR Timeline Sound Portfolio Advisors, LLC More: the full row for Sound Portfolio Advisors, LLC 33,144 $1.68M 1.19% new 13F-HR Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 33,144 $1.68M 1.42% +2,131 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 33,115 $1.67M 0.2% +2,055 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 32,933 $1.67M 0.76% +8,587 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 32,726 $1.66M 0.09% -510 13F-HR Timeline Busey Bank More: the full row for Busey Bank 32,569 $1.65M 0.04% -3,927 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 32,519 $1.64M 0.1% 0 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 32,489 $1.64M 0.46% +34 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 32,488 $1.64M 0.08% -6,582 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 32,457 $1.64M <0.01% +21,364 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 32,128 $1.63M 0.1% +339 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 31,971 $1.62M 0.09% +2,821 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 31,968 $1.62M 0.36% +22,422 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 31,862 $1.61M 0.19% +994 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 31,765 $1.61M 0.96% -4,854 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 31,731 $1.6M 0.19% +1,458 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 31,589 $1.6M 0.52% +621 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 31,412 $1.59M 0.67% -297 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 31,345 $1.59M 0.42% -465 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 31,280 $1.58M 0.12% -10,705 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 30,746 $1.56M 1.2% -324 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 30,607 $1.55M 0.99% +1,293 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 30,427 $1.54M 0.59% +9,276 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 30,427 $1.54M 0.6% new 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 30,273 $1.53M 0.8% +2,390 13F-HR Timeline INTEGRATED WEALTHCARE, LLC More: the full row for INTEGRATED WEALTHCARE, LLC 30,058 $1.52M 1.14% +485 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 30,004 $1.52M 0.21% +531 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 29,650 $1.5M 0.07% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 29,611 $1.5M 0.05% -24,397 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 29,584 $1.5M 0.1% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 29,697 $1.49M 0.04% +2,916 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 29,449 $1.49M 0.71% -200 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 29,364 $1.49M 0.8% +12,173 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 29,292 $1.48M 0.12% -10,428 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 29,284 $1.48M 0.34% +562 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 29,248 $1.48M 1.19% -136 13F-HR/A Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 29,214 $1.48M 0.5% +1,597 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 29,080 $1.47M 0.13% +3,146 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 28,889 $1.46M 0.42% +12,053 13F-HR/A Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 28,812 $1.46M 0.47% +426 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 28,767 $1.46M 0.22% +1,226 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 28,521 $1.44M 0.02% +15,231 13F-HR Timeline Group Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 28,517 $1.44M 0.91% +8,653 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 28,515 $1.44M 0.14% +7 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 28,320 $1.43M 0.24% -202 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 28,319 $1.43M 0.97% +10,098 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 28,186 $1.43M 0.51% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 28,172 $1.42M 0.34% +216 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 28,060 $1.42M 0.37% +1,336 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 27,817 $1.41M 0.61% +236 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 27,785 $1.41M <0.01% -1,651 13F-HR Timeline Group QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 27,741 $1.4M 0.72% 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 27,699 $1.4M 0.02% +4,297 13F-HR Timeline Group RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 27,855 $1.4M 1.23% +1,575 13F-HR Timeline Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 27,366 $1.38M 0.89% +9 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 27,233 $1.38M 0.94% +109 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 27,144 $1.37M 1% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 27,098 $1.37M 0.26% +338 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 27,022 $1.37M 0.04% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 26,930 $1.36M 0.14% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 26,924 $1.36M 0.02% -5,609 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 26,772 $1.35M 0.13% +575 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 26,741 $1.35M 0.13% -977 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 26,652 $1.35M 0.06% +346 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 26,643 $1.35M 0.02% +9,061 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 26,536 $1.34M 0.11% +6,825 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 26,461 $1.34M 0.29% -996 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 26,352 $1.33M 0.05% +8,219 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 26,276 $1.33M 0.11% -1,632 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 26,164 $1.32M 0.19% -2,230 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 26,050 $1.32M 0.04% +500 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 26,036 $1.32M 0.03% +25,784 13F-HR Timeline Group FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 25,746 $1.3M 0.01% -1,809 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 25,763 $1.3M 0.89% -1,856 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 25,741 $1.3M 0.13% -142 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 25,629 $1.3M 0.21% -10,637 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 25,459 $1.29M 0.2% +3,148 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 25,349 $1.28M 0.07% +14,097 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 25,330 $1.28M 0.06% -3,352 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 25,000 $1.26M 0.51% 0 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 24,945 $1.26M 0.65% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 24,925 $1.26M 0.07% +4,823 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 24,849 $1.26M 0.12% 0 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 24,820 $1.26M 0.38% 0 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 24,791 $1.25M 0.13% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 24,741 $1.25M 0.16% +3,961 13F-HR/A Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 24,709 $1.25M 0.08% +1,157 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 24,677 $1.25M 0.16% +619 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 24,515 $1.24M 0.02% +97 13F-HR Timeline Group STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 24,456 $1.24M 0.24% -24,091 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 24,312 $1.23M 0.05% +312 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 24,259 $1.23M 0.32% +452 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 24,303 $1.23M 0.24% +1,769 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 24,215 $1.22M 0.01% -947 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 24,145 $1.22M 0.26% +3,771 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 24,130 $1.22M 0.04% 0 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 24,050 $1.22M 0.18% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 24,020 $1.21M 0.33% 0 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 23,989 $1.21M 0.45% -2,588 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 23,977 $1.21M 0.05% +4,000 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 23,938 $1.21M 0.53% -3,167 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 23,833 $1.21M 0.15% +3,291 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 23,830 $1.21M 0.12% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 23,803 $1.2M 0.03% +2,356 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 23,796 $1.2M 0.14% -2,403 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 23,780 $1.2M 0.3% +167 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 23,599 $1.19M 0.04% +5,210 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 23,465 $1.19M 0.01% +4,906 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 23,452 $1.19M 0.65% +2,602 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 23,348 $1.18M 0.37% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 23,323 $1.18M 0.06% -4,059 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 23,282 $1.18M 0.17% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 23,232 $1.18M 0.02% +681 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 23,144 $1.17M 0.08% +799 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 23,096 $1.17M 0.29% 0 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 23,085 $1.17M 0.38% +1,322 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 23,019 $1.16M 0.21% +1,049 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 22,896 $1.16M 0.04% +542 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 22,806 $1.15M 0.14% -632 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 22,799 $1.15M 0.6% +2,483 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 22,772 $1.15M 0.18% +190 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 22,647 $1.15M 0.15% +79 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 22,642 $1.15M 0.01% +6,232 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 22,597 $1.14M 0.18% -401 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 22,565 $1.14M 0.04% +3,457 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 22,705 $1.14M 0.71% +2,930 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 22,380 $1.13M 0.08% +11,138 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 22,291 $1.13M 0.84% -1,677 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 22,124 $1.12M 0.17% -2,723 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 22,571 $1.12M 0.07% +9,420 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 22,050 $1.12M 0.06% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 21,879 $1.11M 0.01% +4,471 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 21,809 $1.1M 0.47% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 21,696 $1.1M 0.09% -19 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 21,675 $1.1M <0.01% -252 13F-HR Timeline Group Farrell Financial LLC More: the full row for Farrell Financial LLC 21,488 $1.09M 0.59% +162 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 21,487 $1.09M 0.33% -1,985 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 21,448 $1.08M 0.61% +903 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 21,825 $1.08M 0.26% +243 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 21,338 $1.08M 0.29% -7,181 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 21,283 $1.08M <0.01% -2,668 13F-HR Timeline Group Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 21,259 $1.08M 0.41% -5,064 13F-HR Timeline KRM WEALTH MANAGEMENT L.L.C. More: the full row for KRM WEALTH MANAGEMENT L.L.C. 21,228 $1.07M 0.47% +474 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 21,161 $1.07M 0.17% +3,240 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 21,144 $1.07M 0.1% 0 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 21,056 $1.07M 0.78% +6,186 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 20,964 $1.06M 0.11% -4,407 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 20,962 $1.06M 0.02% -2,583 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 20,949 $1.06M 0.34% +1,806 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 20,672 $1.05M 0.27% -20,029 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 20,371 $1.03M 0.12% +7,456 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 20,330 $1.03M 0.23% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 20,312 $1.03M 0.13% -631 13F-HR Timeline Carter Financial, LLC More: the full row for Carter Financial, LLC 20,273 $1.03M 0.77% 0 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 20,248 $1.02M 0.47% -1,454 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 20,188 $1.02M 0.82% +1,080 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 20,147 $1.02M 0.2% +97 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 20,050 $1.01M 0.22% 0 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 19,982 $1.01M 0.05% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 19,860 $1M 0.06% 0 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 19,840 $1M 0.12% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 19,836 $1M 0.1% +6,444 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 19,726 $998K 0.17% -375 13F-HR Timeline Evolution Advisers, Inc. 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