Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 15,498 $5.2M 0.29% +312 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 15,487 $5.19M 2.22% +415 13F-HR Timeline BAYBAN More: the full row for BAYBAN 15,481 $5.19M 4.59% 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 15,387 $5.16M 1.01% +1,352 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 15,329 $5.14M 0.09% -6,931 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 15,314 $5.13M 0.62% -413 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 15,294 $5.13M 0.31% -1,171 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 15,291 $5.13M 3.86% 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 15,280 $5.12M 1.72% -155 13F-HR Timeline Group LAM GROUP, INC. More: the full row for LAM GROUP, INC. 15,257 $5.12M 2.93% -50 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 15,240 $5.11M 0.22% new 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 15,226 $5.1M 0.38% +12 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 15,133 $5.07M 2.83% +6,268 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 15,113 $5.07M 1.18% 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 15,097 $5.06M 1.02% -501 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 15,084 $5.06M 2.74% +230 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 15,045 $5.04M 2.38% +332 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 14,987 $5.02M 4.94% 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 14,974 $5.02M 1.22% +52 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 14,973 $5.02M 2.17% -71 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 14,965 $5.02M 1.14% -18 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 14,958 $5.01M 0.22% +1,757 13F-HR Timeline Group Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 14,945 $5.01M 3.18% +225 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 14,884 $4.99M 0.21% +847 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 14,874 $4.99M 1.1% +64 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 14,840 $4.98M 2.64% 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 14,838 $4.97M 0.68% -987 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 14,756 $4.95M 1.2% +363 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 14,750 $4.95M 0.22% -1,252 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 14,748 $4.94M 0.51% -20 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 14,746 $4.94M 2.44% +498 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 14,715 $4.93M 0.56% +2,748 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 14,699 $4.93M 2.28% +500 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 14,669 $4.92M 3.67% +127 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 14,666 $4.92M 1.44% +7,020 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 14,652 $4.91M 2.7% +9,545 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 14,651 $4.91M 1.91% +563 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 14,608 $4.9M 3.97% 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 14,603 $4.9M 2.84% -407 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 14,562 $4.88M 1.47% +11,644 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 14,559 $4.88M 2.73% +89 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 14,538 $4.87M 0.42% +107 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 14,523 $4.87M 0.37% +1,485 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 14,512 $4.87M 0.05% +2,750 13F-HR Timeline Group GERBER, LLC More: the full row for GERBER, LLC 14,463 $4.85M 2.7% +21 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 14,415 $4.83M 0.43% -3 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 14,413 $4.83M 0.65% -190 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 14,323 $4.8M 0.39% +159 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 14,300 $4.79M 1.32% +45 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 14,251 $4.78M 1% -206 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 14,249 $4.78M 0.29% +1,404 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 14,244 $4.78M 0.97% +6,516 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 14,243 $4.78M 0.96% +3,565 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 14,199 $4.76M 0.9% +309 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 14,198 $4.76M 0.9% +964 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 14,195 $4.76M 0.28% +8,315 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 14,060 $4.71M <0.01% -36,761 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 14,014 $4.7M 0.7% +7,644 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 14,132 $4.69M 2.15% 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 13,979 $4.69M 0.23% +2 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 13,983 $4.69M 0.82% +1,288 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 13,974 $4.69M 3.6% -160 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 13,966 $4.68M 0.34% +4,598 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 13,955 $4.68M 1.02% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 13,928 $4.67M 0.31% +2,484 13F-HR/A Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 13,910 $4.66M 0.63% +1,621 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 13,855 $4.65M 0.44% +12,660 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 13,834 $4.64M 0.92% -7 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 13,827 $4.64M 3.16% +139 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 13,801 $4.63M 0.15% -4 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 13,770 $4.62M 0.16% +18 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 13,752 $4.61M 1.18% -999 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 13,456 $4.6M 1.49% -75 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 13,723 $4.6M 1.9% +9,835 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 13,652 $4.58M 0.46% +6,024 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 13,509 $4.58M 0.26% +2,142 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 13,931 $4.57M 0.01% +247 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 13,599 $4.56M 0.08% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 13,595 $4.56M 1.17% +650 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 13,473 $4.56M 3.55% 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 13,582 $4.55M 1.97% +45 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 13,546 $4.54M 3.12% +224 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 13,513 $4.53M 0.6% +12,212 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 13,512 $4.53M 1.24% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 13,494 $4.52M 1.33% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 13,479 $4.52M 0.49% +1,742 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 13,467 $4.52M 1.91% -292 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 40,571 $4.51M 1.8% +1,077 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 13,347 $4.47M 3.34% +15 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 13,336 $4.47M 1.69% +2,465 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 13,333 $4.47M 0.03% +3,732 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 13,208 $4.47M 0.21% +10,141 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 13,320 $4.47M 0.62% -54 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 13,317 $4.46M 3.77% -1,205 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 13,302 $4.46M 0.26% -347 13F-HR Timeline Group Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 13,273 $4.45M 3.79% 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 13,250 $4.44M 1.37% -112 13F-HR/A Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 13,243 $4.44M 0.34% -16,572 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 13,238 $4.44M 5.64% 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 13,206 $4.43M 0.03% +115 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 13,187 $4.42M 0.25% +78 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 13,160 $4.41M 1.96% +73 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 13,152 $4.41M 0.45% -126 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 13,134 $4.4M 0.93% -548 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 13,133 $4.4M 0.68% +1,261 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 13,125 $4.4M 1.61% 0 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 13,118 $4.4M 3.64% -2,640 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 13,118 $4.4M 1.22% +2 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 13,094 $4.39M 0.44% -59 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 13,023 $4.37M 0.26% +689 13F-HR Timeline Group UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 13,014 $4.36M 0.28% -1,309 13F-HR Timeline Group Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 12,987 $4.36M 3.39% +4,806 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 13,006 $4.36M 2.47% +301 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 13,003 $4.36M 2.33% -642 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 13,003 $4.36M 0.54% +134 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 12,999 $4.36M 0.6% -234 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 12,958 $4.36M 0.68% 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 12,957 $4.34M 2.5% -116 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 12,942 $4.34M 1.57% -230 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 12,853 $4.31M 0.45% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 12,840 $4.3M 0.26% -2,370 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 12,835 $4.3M 4% 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 12,798 $4.29M 1.4% -1,973 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 12,795 $4.29M 2.03% +334 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 12,758 $4.28M 0.78% +38 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 12,737 $4.27M 0.82% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 12,724 $4.27M 0.52% +8,448 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 12,702 $4.26M 0.32% -72 13F-HR Timeline Group Sequent Planning LLC More: the full row for Sequent Planning LLC 12,638 $4.24M 1.08% +275 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 12,617 $4.23M 0.19% -256 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 12,599 $4.22M 0.71% 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 12,587 $4.22M 1.22% -836 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 12,584 $4.22M 1.89% -212 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 12,540 $4.2M 1.46% -244 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 12,520 $4.2M 2.04% 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 12,515 $4.2M 4.02% 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 12,450 $4.17M 0.92% +791 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 12,436 $4.17M 0.54% 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 12,392 $4.15M 0.32% +82 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 12,380 $4.15M 0.94% 0 13F-HR/A Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 12,366 $4.15M 1.28% 0 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 12,352 $4.14M 2.2% +47 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 12,290 $4.13M 1.61% +853 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 12,308 $4.13M 0.53% +139 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 12,292 $4.12M 0.38% +456 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 12,290 $4.12M 0.87% -109 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 12,274 $4.12M 0.67% -1,847 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 12,040 $4.11M 0.74% -15 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 12,246 $4.11M 0.12% +8,687 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 12,197 $4.09M 0.52% -127 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 12,191 $4.09M 1.09% +7,227 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 12,140 $4.07M 1.75% +1,468 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 12,135 $4.07M 0.9% +220 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 12,130 $4.07M 1.59% +3,024 13F-HR Timeline MAD RIVER INVESTORS More: the full row for MAD RIVER INVESTORS 12,122 $4.06M 1.85% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 12,109 $4.06M 0.11% -793 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 12,099 $4.06M 2.51% +1,473 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 12,007 $4.03M 0.04% -606 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 12,002 $4.02M 2.48% 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 11,801 $4.02M 1.79% +149 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 11,949 $4.01M 0.47% +1,040 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 11,895 $3.99M 0.33% -391 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 11,879 $3.98M 0.63% +85 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 11,876 $3.98M 1.07% -120 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 11,653 $3.97M 1.85% +30 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 11,800 $3.96M 0.29% +6,477 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 11,783 $3.95M 0.62% 0 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 11,768 $3.95M 1.16% +3,293 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 11,763 $3.94M 2.81% -443 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 11,745 $3.94M 0.13% +3,647 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 11,735 $3.93M 0.23% +81 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 11,724 $3.93M 0.77% -510 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 11,701 $3.92M 1.52% +165 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 11,471 $3.92M 3.98% -7,802 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 11,683 $3.92M 1.72% -435 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 11,602 $3.89M 3.08% 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 11,564 $3.88M 0.36% +2,602 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 11,531 $3.87M 2.27% +493 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 11,521 $3.86M 0.25% -37 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 11,502 $3.86M 2.94% -45 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 11,494 $3.85M 0.33% +1 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 11,490 $3.85M 1.53% -53 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 11,376 $3.85M 0.37% -857 13F-HR Timeline Group Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 11,466 $3.84M 0.32% +808 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 11,434 $3.83M 2.64% +24 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 11,416 $3.83M 2.65% +1 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 11,354 $3.81M 1.73% +62 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 11,290 $3.79M 3.14% -451 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 11,287 $3.78M 0.33% -230 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 11,260 $3.77M 0.49% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 11,258 $3.77M 2.43% -400 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 11,239 $3.77M 2.21% +245 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 11,238 $3.77M 1.24% new 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 11,236 $3.77M 0.12% -42 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 11,232 $3.77M 2.02% -76 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 11,217 $3.76M 0.64% +72 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 14,000 $3.75M 0.74% 0 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 11,179 $3.75M 0.81% +9,310 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 11,159 $3.74M 0.66% +1,065 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 11,157 $3.74M 1.1% -113 13F-HR Timeline