THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 17,283 $3.77M 0.18% +883 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 17,004 $3.71M 1.16% +3,545 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 17,006 $3.71M 2.99% +565 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 16,990 $3.7M 0.39% +149 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 16,987 $3.7M 0.08% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 16,939 $3.69M 0.95% -318 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 16,891 $3.68M 0.1% -8,286 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 16,837 $3.67M 0.1% -18,516 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 16,826 $3.67M 0.11% +26 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 16,809 $3.66M 0.69% +1,070 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 16,796 $3.66M 3.26% +1,291 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 16,785 $3.66M 0.84% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 16,748 $3.64M 0.01% +3,991 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 16,701 $3.64M 0.03% +300 13F-HR Timeline Group Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 16,672 $3.63M 1.37% +854 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 16,659 $3.63M 0.97% +2,321 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 16,619 $3.62M 0.05% -30 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 16,600 $3.62M 0.56% +14 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 16,586 $3.62M 0.42% +13,283 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 16,573 $3.61M 0.16% +141 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 16,193 $3.61M 0.27% +318 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 16,418 $3.58M 0.07% +12,722 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 16,390 $3.57M 0.31% -891 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 16,322 $3.56M 2.05% +108 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 16,252 $3.54M 0.12% -361 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 16,153 $3.52M 0.75% -7 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 16,122 $3.51M 0.03% +6,584 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 16,085 $3.51M 1.06% +153 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 15,971 $3.48M 0.74% new 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 15,958 $3.48M 0.54% -992 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 15,905 $3.47M 0.13% +93 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 15,855 $3.46M 0.23% -81,750 13F-HR Timeline Group BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 15,802 $3.44M 1.22% -6,092 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 15,708 $3.42M 0.06% -230 13F-HR Timeline Group KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 15,680 $3.42M 1.29% -697 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 15,605 $3.4M 0.23% +220 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 15,603 $3.4M 1.87% +89 13F-HR Timeline North Star Investment Management Corp. 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More: the full row for MOKAN Wealth Management Inc. 15,301 $3.34M 1.27% +441 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 15,259 $3.33M 1.54% -84 13F-HR Timeline Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 15,227 $3.32M 2.55% +4,749 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 15,226 $3.32M 0.7% +60 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 15,146 $3.3M 0.39% +6,316 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 14,982 $3.27M 1% -55 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 14,972 $3.26M 0.32% -76,345 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 14,920 $3.25M 1.2% -101 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 14,906 $3.25M 0.31% -750 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 14,858 $3.24M 2.11% +362 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 14,828 $3.23M 0.46% +589 13F-HR Timeline Strategic Financial Group, LLC More: the full row for Strategic Financial Group, LLC 14,750 $3.21M 3.08% +206 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 14,665 $3.2M 0.78% -1,279 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 14,651 $3.19M 1.31% +503 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 14,645 $3.19M 0.23% +14 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 14,622 $3.19M 0.79% +1,202 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 14,622 $3.19M 0.27% -4,073 13F-HR Timeline Group Hurlow Wealth Management Group, Inc. 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More: the full row for Fortitude Advisory Group L.L.C. 14,244 $3.1M 1.19% +1,787 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 14,232 $3.1M 2.35% +131 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 14,185 $3.09M 0.63% +1,425 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 14,153 $3.08M 1.84% +709 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 14,143 $3.08M 2.48% +869 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,138 $3.08M <0.01% +7,454 13F-HR Timeline Group Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 14,127 $3.08M 0.79% +863 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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More: the full row for StoneX Group Inc. 13,652 $2.98M 0.12% -1,942 13F-HR Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 13,585 $2.96M 0.24% -221 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 13,552 $2.95M 0.04% +43 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 13,533 $2.95M 5.01% -127 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 13,529 $2.95M 2.23% 0 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 13,484 $2.94M 0.81% -4 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 13,451 $2.93M 1.24% -64 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 13,016 $2.93M 1.25% +49 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 14,893 $2.93M 0.37% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 13,334 $2.91M 0.18% +3 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 13,301 $2.9M 0.18% +134 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 13,260 $2.89M 0.72% -7,363 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 13,220 $2.88M 0.43% +5,260 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 13,220 $2.88M 0.37% 0 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 13,178 $2.87M <0.01% +2,054 13F-HR Timeline Group Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 13,147 $2.87M 1.25% +886 13F-HR/A Timeline RASP WEALTH SOLUTIONS, LLC More: the full row for RASP WEALTH SOLUTIONS, LLC 13,127 $2.86M 0.95% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 13,043 $2.84M 0.74% +6,610 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 13,003 $2.83M 1.64% +58 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 12,953 $2.82M 0.07% -600 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 12,896 $2.81M 0.55% +190 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 12,892 $2.81M 0.32% +158 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 12,844 $2.8M 0.75% -300 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 12,822 $2.79M 0.07% +755 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 12,781 $2.79M 0.16% +8,276 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 12,729 $2.77M 0.04% +318 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 12,713 $2.77M 0.17% -51 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 12,711 $2.77M 1.31% +8 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 12,688 $2.77M 0.93% +1,628 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 12,674 $2.76M 0.67% +2,636 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 12,642 $2.76M 0.59% -895 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 12,594 $2.74M 0.03% -268 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 12,589 $2.74M 0.15% +330 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 12,586 $2.74M 0.24% -1,906 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 12,584 $2.74M 0.16% -1,038 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 12,505 $2.73M 0.46% -140 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 12,426 $2.71M 0.39% -107 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 12,395 $2.7M 2.01% -961 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 12,377 $2.7M 0.44% -515 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 12,329 $2.69M 1.76% -525 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 12,321 $2.69M 0.1% -988 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 12,288 $2.68M 0.03% -57 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 12,187 $2.67M 1.01% +3,814 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 12,226 $2.66M 0.07% +267 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 12,199 $2.66M 0.22% +1,904 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 12,397 $2.65M 0.49% +3,147 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 12,163 $2.65M 0.29% -3,615 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 12,149 $2.65M 0.03% +4,363 13F-HR Timeline Group Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 12,092 $2.64M 2.69% -3,386 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 12,077 $2.63M 1.71% +754 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 12,046 $2.63M 0.29% -418 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 12,036 $2.62M 0.79% -436 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 12,019 $2.62M 0.16% -100 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 12,021 $2.61M 1.49% -45 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 11,989 $2.61M 0.1% 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 11,989 $2.61M 2.08% -3,788 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 11,988 $2.61M 0.86% +8,837 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 11,977 $2.61M 0.13% +715 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 11,953 $2.6M 0.05% +354 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 11,938 $2.6M 1.98% +16 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 11,947 $2.6M 0.43% -1,528 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,908 $2.6M 0.04% -1,086 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 11,875 $2.59M 0.11% -1 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 11,865 $2.59M 0.35% +805 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 11,838 $2.58M 0.07% +141 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 11,777 $2.57M 0.67% -355 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 11,769 $2.56M 1.82% -571 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 11,734 $2.56M 0.33% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 11,629 $2.53M 0.25% -42 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 11,618 $2.53M 0.62% 0 13F-HR/A Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 11,604 $2.53M 0.15% +60 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 11,599 $2.53M 1.1% +2,733 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 11,568 $2.52M 1.18% +256 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 11,536 $2.51M 0.26% +247 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 11,486 $2.5M 0.58% +219 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 11,481 $2.5M 0.93% +6,385 13F-HR/A Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 11,421 $2.49M <0.01% -303 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 11,394 $2.48M 0.23% +52 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 11,380 $2.48M 0.17% -881 13F-HR Timeline TME FINANCIAL, INC. 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