VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 13,528 $671K 0.13% +4,974 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 13,342 $662K 0.18% -133 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 13,254 $658K 0.07% +2,207 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 13,214 $656K 0.07% +225 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 13,072 $649K 0.05% +122 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 13,070 $649K 0.32% -1,689 13F-HR Timeline JP Wealth Management, Inc. More: the full row for JP Wealth Management, Inc. 13,000 $645K 0.52% +3,000 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 13,351 $644K 0.12% +4,423 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 12,950 $643K 0.3% -2,047 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 12,899 $640K 0.71% -8,878 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 12,896 $640K 0.17% +2,061 13F-HR Timeline COOPERMAN LEON G More: the full row for COOPERMAN LEON G 12,876 $639K 0.03% 0 13F-HR/A Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 12,719 $631K 0.5% +1,137 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 12,713 $631K 0.14% -1,092 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 12,682 $629K 0.22% +734 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 12,678 $629K 0.06% new 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 12,499 $620K 0.04% +67 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 12,446 $618K 0.04% -35 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 12,435 $617K 0.06% +87 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 12,433 $617K 0.02% +2,316 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 12,270 $609K 0.3% -3,400 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 12,250 $608K 0.09% -12,000 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 12,290 $602K 0.41% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 12,029 $597K 0.45% +3,020 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 11,926 $592K 0.04% new 13F-HR/A Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 11,871 $589K 0.2% -4,115 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 11,851 $588K 0.05% -563,390 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 11,772 $584K 0.07% +930 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 11,745 $583K 0.06% +21 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 11,730 $582K 0.22% +4,380 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 11,726 $582K 0.18% -4,310 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 11,882 $581K 0.05% +1,386 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 11,693 $580K 0.74% -732 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 11,543 $573K 0.08% -932 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 11,475 $569K 0.14% -4,110 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 11,344 $563K 0.02% +1,615 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 11,278 $560K 0.14% -970 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 11,235 $557K 0.05% -8,358 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 11,200 $556K 0.31% 0 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 11,343 $555K 0.39% -1,492 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 11,155 $554K 0.1% 0 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 11,150 $553K 0.13% -417 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 11,149 $553K <0.01% +897 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 11,090 $550K 0.01% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 11,075 $550K 0.19% -1,675 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 11,069 $549K 0.21% +32 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 11,059 $549K 0.09% +164 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 11,011 $546K 0.24% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 10,938 $543K 0.05% new 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 10,917 $542K 0.25% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 10,860 $539K 0.04% -600 13F-HR Timeline Group Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 10,840 $538K 0.34% new 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 10,800 $536K 0.44% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 10,800 $536K 0.35% 0 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 10,751 $533K 0.45% +3,956 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 10,726 $532K 0.36% +945 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 10,586 $525K 0.39% -3,271 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 10,552 $524K 0.34% 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,526 $522K 0.04% +56 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 10,503 $521K 0.01% -2,555 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 10,433 $518K 0.06% -9,198 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 10,478 $517K 0.02% -18 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 10,355 $514K 0.17% -1 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 10,353 $514K 0.01% -9,028 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 10,341 $513K <0.01% -76 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 10,315 $512K 0.19% +165 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 10,300 $511K 0.05% new 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 10,290 $511K 0.43% +2,201 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 10,263 $509K 0.33% -88 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 10,169 $505K 0.01% +668 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 10,141 $503K 0.07% 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 10,077 $500K 0.09% 0 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 10,035 $498K 0.07% +268 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 10,034 $498K 0.42% 0 13F-HR/A Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 10,002 $496K 0.28% -10 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 9,911 $492K 0.21% +753 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 9,892 $491K 0.11% -418 13F-HR Timeline STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 9,815 $487K <0.01% +9,665 13F-HR Timeline Group Lynx Investment Advisory More: the full row for Lynx Investment Advisory 9,740 $483K 0.32% +4,099 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 9,728 $483K 0.04% -105 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 9,715 $482K 0.02% -855 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 9,706 $482K 0.02% -573 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 9,650 $479K 0.1% -800 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 9,621 $477K 0.19% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 9,610 $477K 0.02% -519 13F-HR/A Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 9,600 $476K 0.39% 0 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 9,500 $471K <0.01% 0 13F-HR Timeline Group SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 9,445 $469K 0.06% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,384 $466K 0.02% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 9,355 $464K 0.02% +49 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. HCR Wealth Advisors More: the full row for HCR Wealth Advisors 9,334 $463K 0.06% +34 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 9,293 $461K 0.35% -1,649 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 9,268 $460K 0.2% -2,209 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 9,252 $459K 0.18% -31 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 9,233 $458K 0.01% new 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 9,157 $454K 0.01% new 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 9,154 $454K 0.12% -320 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 9,093 $451K 0.4% +4,690 13F-HR/A Timeline Code Waechter LLC More: the full row for Code Waechter LLC 9,042 $449K 0.37% new 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 9,033 $448K 0.95% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 9,028 $448K 0.01% -5,867 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 9,013 $447K 0.05% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 9,001 $447K 0.05% +1,938 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 8,979 $446K 0.17% -2,004 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 8,962 $445K 0.05% -1,033 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 8,890 $441K 0.33% +2,396 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 8,859 $440K 0.29% +348 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 9,000 $437K 0.17% +32 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 8,795 $436K 0.13% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 8,732 $433K 0.09% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 8,692 $431K 0.06% -1,356 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 8,566 $425K 0.46% -9,658 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 8,552 $424K 0.07% -800 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 8,537 $424K 0.09% +58 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 8,451 $419K 0.08% -21 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 8,425 $418K 0.09% +63 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 8,403 $417K 0.23% -2,064 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 8,400 $417K 0.11% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 8,366 $415K 0.07% new 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 8,348 $414K 0.11% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 8,339 $414K 0.13% +44 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 8,332 $413K 0.05% -523 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 8,297 $412K 0.06% +1,750 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 8,233 $409K 0.1% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 8,217 $408K 0.06% +4,226 13F-HR Timeline Group Level Financial Advisors More: the full row for Level Financial Advisors 8,216 $408K 0.14% 0 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 8,202 $407K 0.2% +16 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 8,174 $406K 0.32% -1,789 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 8,096 $402K 0.16% +522 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 8,011 $398K 0.09% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 7,956 $395K 0.3% -604 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,938 $394K 0.03% -6,504 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 7,701 $382K 0.07% +225 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 7,699 $382K 0.26% -6,508 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 7,647 $379K 0.16% -7,000 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 7,630 $379K 0.09% +1,687 13F-HR/A Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 7,625 $378K 0.21% new 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 7,629 $378K 0.1% -1,787 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 7,627 $378K 0.25% -4,436 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 7,552 $375K 0.16% +1,940 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 7,526 $373K 0.03% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 7,477 $371K 0.02% 0 13F-HR Timeline Group Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 7,454 $370K 0.04% +35 13F-HR/A Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 7,360 $369K 0.03% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 7,411 $368K 0.12% -67 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 7,397 $367K 0.06% +101 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,367 $366K 0.02% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,361 $365K 0.07% +381 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 7,359 $365K 0.12% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 7,317 $363K 0.12% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,325 $363K 0.01% +7,290 13F-HR Timeline Group FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 7,301 $362K 0.24% +459 13F-HR Timeline Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 7,261 $360K 0.27% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 7,240 $359K 0.12% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 7,177 $356K 0.24% +38 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 7,133 $354K 0.08% +1,517 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,122 $353K 0.01% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 7,084 $352K 0.03% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 7,079 $351K 0.02% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 7,062 $350K 0.05% new 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 7,059 $350K 0.07% -279 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 6,990 $347K 0.3% -1,270 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 6,954 $345K 0.11% -83,405 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,070 $344K 0.04% +4 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 6,871 $341K 0.08% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6,852 $340K 0.05% -872 13F-HR/A Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 6,830 $339K 0.19% -2,390 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 6,818 $338K 0.18% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 6,798 $337K 0.07% +2,215 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 6,793 $337K 0.05% +4,734 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 6,793 $337K 0.04% -2,875 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 6,787 $337K 0.13% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 6,752 $335K 0.05% +14 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 6,685 $332K 0.04% +3 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 6,675 $331K 0.18% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,665 $331K 0.02% +184 13F-HR/A Timeline Group Key Financial Inc More: the full row for Key Financial Inc 6,635 $329K 0.07% +2,319 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 6,607 $328K 0.24% new 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 6,511 $323K 0.17% -829 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 6,436 $319K 0.06% -471 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 6,382 $317K 0.02% +2,172 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 6,379 $317K 0.08% +1,958 13F-HR Timeline CULTIVAR CAPITAL, INC. 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More: the full row for Wealthstream Advisors, Inc. 5,996 $298K 0.06% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 5,968 $296K 0.1% +534 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5,968 $296K 0.11% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 5,926 $294K 0.03% -161,849 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 5,925 $294K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,917 $294K 0.01% +926 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,893 $292K 0.07% new 13F-HR Timeline