Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 39,858 $19.1M 1.78% +65 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 39,491 $18.9M 5.54% +444 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 39,461 $18.9M 0.6% +465 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 39,248 $18.8M 2.8% -13,235 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 39,158 $18.8M 1.47% -130 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 38,899 $18.7M 1.04% -542 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 38,760 $18.6M 9.86% +988 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 38,770 $18.6M 1.75% -269 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 38,756 $18.6M 1.67% -1,176 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 38,630 $18.5M 1.82% +3,490 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 38,620 $18.5M 0.51% -182 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 38,641 $18.5M 0.28% -4,481 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 38,525 $18.5M 2.47% +223 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 38,293 $18.4M 0.84% -1,828 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 38,314 $18.4M 0.54% +4,990 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 38,075 $18.3M 2.29% +822 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 38,017 $18.2M 4.31% +39 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 37,890 $18.2M 7.73% +663 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 37,837 $18.1M 3.44% +11,056 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 37,809 $18.1M 2.16% -22,253 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 37,689 $18.1M 1.59% +400 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 37,596 $18.1M 0.25% +3,896 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 37,623 $18M 1.21% +2,717 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 37,303 $17.9M 2.3% -438 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 37,294 $17.9M 0.69% +3,603 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 37,039 $17.8M 1.11% +1,670 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 37,085 $17.8M 2.72% +1,774 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 37,003 $17.7M 4.1% -669 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 36,870 $17.7M 6.48% -520 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 36,866 $17.7M 6.07% -2,231 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 36,794 $17.7M 0.46% -284 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 36,531 $17.5M 2.09% +5,405 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 36,275 $17.4M +427 Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 36,100 $17.3M 4.03% +1,475 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 36,014 $17.3M 1.78% -1,195 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 35,915 $17.2M 3.41% +5,044 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 35,875 $17.2M 1.03% +1,421 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 35,850 $17.2M 7.9% -852 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 35,849 $17.2M 2.03% +928 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 35,843 $17.2M 1.39% -307 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 35,768 $17.2M 5.52% +6,785 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 35,662 $17.1M 0.47% -54 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 35,593 $17.1M 0.2% -1,053 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 35,635 $17.1M 5.7% -3,877 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 35,622 $17.1M 2.39% +927 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 35,299 $16.9M 3.93% -178 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 35,242 $16.9M 0.69% +10,518 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 35,038 $16.9M 1.52% -1,266 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 34,989 $16.8M +25,753 Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 33,786 $16.2M 0.96% -1,172 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 33,656 $16.1M 9.28% -52 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 33,602 $16.1M 0.41% -17,229 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 33,300 $16M 10.79% -2,022 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 33,251 $15.9M 1.33% +124 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 33,185 $15.9M 2.96% -863 13F-HR Timeline Safir Wealth Advisors, LLC More: the full row for Safir Wealth Advisors, LLC 33,057 $15.9M 11.2% -1,313 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 32,634 $15.8M 0.35% +16 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 32,446 $15.6M 0.39% +1,258 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 32,316 $15.5M 1.25% +628 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 32,257 $15.5M 4.26% -423 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 32,169 $15.4M 3.71% +141 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 32,169 $15.4M 4.05% +1,964 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 32,160 $15.4M 1.1% +120 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 32,090 $15.4M 4.86% -1,419 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 31,971 $15.3M 5.08% -1,034 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 31,920 $15.3M 5.97% -2,489 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 31,811 $15.3M 0.9% +386 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 31,720 $15.2M 5.63% +1,871 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 31,329 $15M 0.75% +1,688 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 31,277 $15M 2.91% -2,557 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 30,908 $15M 3.65% +62 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 31,156 $14.9M 13.14% -227 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 31,010 $14.9M 2.58% +14,439 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 30,930 $14.8M 0.57% +1,905 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 30,902 $14.8M 5.27% +570 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 30,854 $14.8M +10,898 Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 30,812 $14.8M 2.23% -38 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 30,799 $14.8M 0.35% +1,209 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 30,761 $14.8M 6.33% +1,776 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 29,316 $14.6M 4.26% +86 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 30,408 $14.6M 1.31% +1,030 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 30,291 $14.5M 1.64% +91 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 30,184 $14.5M 7.38% -190 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 30,104 $14.4M 0.67% +1,485 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 29,987 $14.4M 0.88% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 29,898 $14.3M 2.4% +1,650 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 29,868 $14.3M 4.3% +11,491 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 29,793 $14.3M 1.67% +1,566 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 29,645 $14.2M 3.83% +803 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 29,501 $14.1M 0.09% +351 13F-HR/A Timeline Group PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 29,467 $14.1M 6.3% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 29,467 $14.1M 6.3% +562 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 29,209 $14M 0.18% -1,953 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 28,864 $13.8M 0.39% -261 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 28,602 $13.7M 0.34% +10,321 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 28,511 $13.7M 0.2% +11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 28,477 $13.7M 1.13% -170 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 28,382 $13.6M 0.85% -1,142 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 28,369 $13.6M 1.49% -3,380 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 27,447 $13.6M 8.39% -209 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 28,352 $13.6M 0.2% -436 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 28,026 $13.4M 2.7% -1,520 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 27,935 $13.4M +359 Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 27,897 $13.4M 0.61% +369 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 27,806 $13.3M 0.58% -4 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 27,484 $13.2M 3.5% +299 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 27,485 $13.2M 0.57% +234 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 27,405 $13.1M 0.41% +296 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 27,130 $13M 3.37% -3,070 13F-HR Timeline Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 27,100 $13M 3.19% 0 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 26,997 $12.9M 6.88% -41 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 26,970 $12.9M 5.32% -72 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 26,919 $12.9M 0.03% -125,721 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 26,496 $12.8M 2% +11,800 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 26,708 $12.8M 6.74% +6,206 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 26,656 $12.8M 0.09% -647 13F-HR Timeline Group Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 26,612 $12.8M 3.29% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 26,569 $12.7M 0.11% +3,796 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 26,470 $12.7M 0.96% +1,938 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 26,291 $12.6M 3.14% -484 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 26,212 $12.6M 0.26% +12,575 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 25,994 $12.5M 6.4% +395 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 25,994 $12.5M 3.46% +1,378 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 25,948 $12.4M 0.75% +22 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 25,928 $12.4M 0.26% -576 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 25,768 $12.4M 0.95% +588 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 0 $12.3M 5.38% -27,652 13F-HR Timeline Amount filed as zero, left out of ratios. GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 25,575 $12.3M 8.54% -622 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 25,447 $12.2M 0.7% +11,003 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 25,439 $12.2M 3.92% -567 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 25,046 $12M 1.69% -233 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 25,005 $12M 0.05% -653 13F-HR Timeline Group Kendall Capital Management More: the full row for Kendall Capital Management 24,874 $11.9M 2.69% +1,826 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 25,995 $11.9M 0.29% 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 24,811 $11.9M 0.39% +3,945 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 24,719 $11.9M 1.06% +126 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 24,702 $11.8M 0.27% +572 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 24,444 $11.7M 1.16% -12 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 23,237 $11.6M 0.67% +313 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 24,132 $11.6M 0.21% +3,831 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 24,044 $11.5M 0.02% new 13F-HR Timeline Group Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 23,850 $11.4M 7.93% -429 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 23,841 $11.4M 1.72% +3,610 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 23,624 $11.3M 0.56% -960 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 23,620 $11.3M 4.2% +318 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 23,610 $11.3M 3.68% +793 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 23,562 $11.3M 2.83% -100 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 23,409 $11.2M 0.09% -1,157 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 23,212 $11.2M -120 Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 23,268 $11.2M 6.68% -452 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 23,094 $11.1M 0.88% -1,882 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 23,041 $11.1M 0.21% +855 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 22,886 $11M 0.91% +781 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 22,891 $11M 2.53% -664 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 22,872 $11M 0.61% +14 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 22,726 $10.9M 2.47% +2,878 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 22,563 $10.8M 1.75% +697 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 22,504 $10.8M 2.82% -6,662 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 22,488 $10.8M 2.13% +50 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 22,440 $10.8M 0.16% +4,323 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 22,434 $10.8M 2.78% +4,111 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 22,393 $10.7M 6.15% -255 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 22,325 $10.7M 1.02% +11,618 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 22,194 $10.6M 1.46% +645 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 22,176 $10.6M 5.07% +3,361 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 22,093 $10.6M 3.31% +110 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 21,988 $10.5M 3.28% +3,298 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 21,975 $10.5M 8.31% +240 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 21,962 $10.5M 2.37% +1,083 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 21,895 $10.5M 4.13% +636 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 21,832 $10.5M 0.49% -149 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 21,823 $10.5M +687 Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 21,652 $10.4M 2.92% +4,499 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 21,462 $10.3M 3.66% 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 21,396 $10.3M 5.83% +7,293 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 21,369 $10.2M 0.23% -21,707 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 21,322 $10.2M 0.87% -162 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 21,248 $10.2M 0.78% -295 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 21,234 $10.2M 6.55% +341 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 21,220 $10.2M 3.65% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,035,334 $10.1M 0.93% +92,681 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 20,961 $10.1M 0.36% +71 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 20,926 $10M 3.93% -2,851 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 20,665 $9.91M 1.39% -288 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 20,645 $9.9M 4.47% +880 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 20,607 $9.88M 9.52% 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 20,614 $9.87M 4.67% -181 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 19,889 $9.87M 7.6% -14 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 20,512 $9.85M 0.77% +16,075 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 20,507 $9.84M 3.75% +65 13F-HR Timeline MidAtlantic Capital Management, Inc. 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