Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 19,701 $7.31M 2.3% -327 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 19,579 $7.26M 1.84% +2,776 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 19,557 $7.25M 6.31% -121 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 19,451 $7.21M 5.41% -28 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 19,334 $7.17M 3.78% +1,996 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 19,252 $7.14M 0.46% +405 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 19,228 $7.13M 2.35% -180 13F-HR Timeline MTC Wealth Management LLC More: the full row for MTC Wealth Management LLC 19,130 $7.09M 3.48% +13,009 13F-HR Timeline Wind River Trust Co More: the full row for Wind River Trust Co 19,070 $7.07M 3.03% -984 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 19,050 $7.06M 3.99% -9,417 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 19,049 $7.06M 0.68% -8,855 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 18,971 $7.04M 0.85% -9,323 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 18,933 $7.02M 0.23% +750 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 18,620 $6.9M 0.22% -362 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 18,567 $6.89M 0.42% -277 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 18,567 $6.89M 1.49% +257 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 18,559 $6.88M 0.26% +7,688 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 18,522 $6.87M 1% -240 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 18,476 $6.85M 5.51% +1,076 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 18,416 $6.83M 3.71% +10,912 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 18,354 $6.81M 2.72% +535 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 18,350 $6.8M 0.72% -195 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 18,273 $6.78M 0.39% -256 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 18,270 $6.77M 0.15% +546 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 18,252 $6.77M 1.45% -3,476 13F-HR/A Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 18,046 $6.69M 0.5% -773 13F-HR Timeline Group Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 17,978 $6.67M 0.89% +781 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 17,907 $6.64M 3.87% +2,063 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 17,837 $6.61M 0.67% -1,335 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 17,685 $6.56M 0.2% +3,742 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 17,663 $6.55M 1.06% +47 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 17,545 $6.51M 1.08% +1,537 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 17,510 $6.49M 3.37% +43 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 17,397 $6.4M 3.42% +2,872 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 17,246 $6.4M 4.3% -2,482 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 17,216 $6.38M 6.89% +4,345 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 17,196 $6.38M 2.93% -352 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 17,195 $6.38M 3.31% -488 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 17,192 $6.38M 2.73% -214 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 17,172 $6.37M 0.59% +590 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 17,155 $6.36M 4.8% 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 17,108 $6.34M 1.4% -5,448 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 17,093 $6.34M 0.82% +1,150 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 17,012 $6.31M 2.02% -4 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 16,930 $6.28M 0.66% -1,269 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 16,718 $6.2M 0.63% -134 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 16,682 $6.19M 0.39% -932 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 16,670 $6.18M 0.39% 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 16,562 $6.14M 1.72% +75 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 16,549 $6.14M 3.15% +416 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 16,424 $6.09M 0.63% -1,521 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 16,408 $6.08M 0.2% -514 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 16,313 $6.05M 5.44% -1,064 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 16,250 $6.02M 2.88% +810 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 16,086 $6.02M 0.15% +527 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 16,190 $6M 1.46% 0 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 16,048 $5.95M 6.85% -337 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 16,047 $5.95M 2.14% +4,231 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 16,178 $5.95M 1.95% +2,753 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 15,454 $5.94M 0.99% -4,956 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 15,959 $5.92M 0.54% +6,631 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 15,928 $5.91M 0.2% +1,545 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 15,926 $5.91M 4.67% -188 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 15,818 $5.87M 1.1% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 15,724 $5.83M 1.42% +3,707 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 14,165 $5.81M 1.49% +17 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 15,673 $5.81M 2.63% +48 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 15,661 $5.81M 0.44% -999 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 15,634 $5.8M 0.78% +2,853 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 15,591 $5.78M 0.56% +7,233 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 15,474 $5.74M 6.19% +300 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 15,445 $5.73M 1.94% +575 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 15,387 $5.71M 2.44% +2,809 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 15,364 $5.7M 0.02% -139 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 15,322 $5.68M 1.13% +2,856 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 15,303 $5.67M 2.37% +196 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 15,213 $5.64M 0.82% -940 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 15,099 $5.6M 5.23% +829 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 15,000 $5.56M 0.01% +1,000 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 14,910 $5.53M 0.19% -313 13F-HR/A Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 14,909 $5.53M 0.86% -3,150 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 14,881 $5.52M 1.79% -1,049 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 14,803 $5.49M 0.04% -222 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 14,683 $5.45M 1.54% +266 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 14,658 $5.44M 0.2% +20 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 14,596 $5.41M 2.43% +595 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 14,589 $5.41M 0.02% -24,457 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 14,577 $5.41M 0.95% +59 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 14,573 $5.4M 0.83% -507 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 14,515 $5.38M 0.14% -6,856 13F-HR Timeline Group Chris Bulman Inc More: the full row for Chris Bulman Inc 14,513 $5.38M 3.4% -645 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 14,415 $5.35M 1.11% +4,510 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 14,321 $5.31M 0.14% +7,697 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 14,273 $5.29M 0.76% 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 14,259 $5.29M 0.28% +4,129 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 14,232 $5.28M 3.59% -4,612 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 14,195 $5.26M 2.84% -141 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 12,752 $5.23M 1.72% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 14,114 $5.23M 0.17% +2,593 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 14,103 $5.23M 3.44% 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 14,078 $5.22M 0.48% -99 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 14,064 $5.22M 2.65% +35 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 14,033 $5.2M 0.35% +1,066 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 13,961 $5.18M 2.83% -11,125 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 13,872 $5.14M 1.03% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 13,819 $5.12M 0.74% -57 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 13,794 $5.12M 0.97% -280 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 13,718 $5.09M 2.82% +4,026 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 13,689 $5.08M 4.03% +1,822 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 13,618 $5.05M 0.09% -242 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 13,548 $5.02M 0.94% -109 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 13,546 $5.02M 1.72% -401 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 13,531 $5.02M 0.48% -537 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 13,510 $5.02M +7,797 Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 13,888 $5.01M 0.52% -24,756 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 13,480 $5M 4.33% -307 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 13,446 $4.99M 0.49% -3,014 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 13,424 $4.98M 1.41% -188 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 13,385 $4.96M 0.19% +133 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 13,379 $4.96M 2.61% -245 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 13,326 $4.94M 0.82% +2,830 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 13,323 $4.94M 0.2% -1,378 13F-HR Timeline Group Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 13,319 $4.94M 0.99% +306 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 13,273 $4.92M 2.33% +788 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 13,261 $4.92M 1.35% -19 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 13,247 $4.91M 0.16% new 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 13,207 $4.9M 4.42% +2,456 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 13,198 $4.89M 0.35% -153,411 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 13,448 $4.87M 3.37% -336 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 13,136 $4.87M 0.12% -145 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 13,065 $4.84M 1.36% +326 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 13,062 $4.84M 2.92% +1,777 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,022 $4.83M 0.21% new 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 12,984 $4.81M 0.77% -101 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 12,279 $4.78M 1.46% +1,086 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 12,885 $4.78M 2.33% -1,798 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 12,756 $4.73M 0.4% +6,246 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 12,750 $4.73M 2.24% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 12,703 $4.71M 0.02% -254 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 12,694 $4.71M 2.03% +115 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 12,619 $4.68M 3.97% -422 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 12,577 $4.66M 0.01% -36,048 13F-HR Timeline Group Level Financial Advisors More: the full row for Level Financial Advisors 12,574 $4.66M 1.59% +2,164 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 12,557 $4.66M 0.14% -891 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 12,553 $4.65M 0.59% +373 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 12,502 $4.64M 1.51% -7,052 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 12,471 $4.62M 1.43% -41 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 12,465 $4.62M 0.85% -636 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 13,771 $4.62M 0.11% -932 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 12,356 $4.58M 1.18% -157 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 12,241 $4.54M 2.53% 0 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 12,190 $4.52M 2.6% +1,099 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 12,189 $4.52M 2.29% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 12,159 $4.51M 2.99% -644 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 12,157 $4.51M 0.27% -383 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 12,146 $4.5M 0.27% +1 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 12,129 $4.5M 1.98% +6,400 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 12,114 $4.49M 3.25% +604 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,107 $4.49M 0.09% +1,184 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 11,638 $4.48M 4.05% 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 12,026 $4.46M 1.5% -173 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 12,003 $4.45M 0.53% +320 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 12,623 $4.43M 1.83% +1,474 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 11,952 $4.43M 2.32% -289 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 11,951 $4.43M 0.15% -1,153 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,937 $4.43M 0.12% -2,038 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 11,885 $4.41M 0.19% -5,280 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 11,879 $4.4M 0.27% +9,630 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 11,822 $4.38M 0.8% +1,015 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 11,759 $4.36M 1.74% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 11,738 $4.35M 2.47% -19,342 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 11,394 $4.3M 0.58% +4,803 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 11,604 $4.3M 0.29% -2,733 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 11,589 $4.3M 2.36% +328 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 11,090 $4.27M 2.45% -6 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 11,700 $4.24M 1.65% -66 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 11,429 $4.24M 0.1% -61 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 11,463 $4.22M 0.14% +8,781 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 11,347 $4.21M 1.49% +28 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 11,254 $4.17M 0.17% -467 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 11,249 $4.17M 0.15% -8 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 11,141 $4.13M 1.15% +2,428 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 11,135 $4.13M 0.36% -81 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 11,376 $4.12M 0.94% +1,112 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 11,109 $4.12M 2.67% -504 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 11,078 $4.11M 0.04% -1,815 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 11,078 $4.11M 0.59% -9,396 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 10,082 $4.08M -3,911 Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 10,964 $4.07M 0.18% +164 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 10,867 $4.03M 0.11% +610 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 10,858 $4.03M 0.3% 0 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 10,844 $4.02M 1.64% -53 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 10,828 $4.02M 1.43% +13 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 10,821 $4.01M 0.2% +89 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 10,802 $4.01M 0.06% 0 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 10,777 $4M 2.23% +764 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 10,745 $3.98M 0.73% -917 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 10,680 $3.96M 0.83% -143 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 10,678 $3.96M 0.54% 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 10,626 $3.94M 0.87% +294 13F-HR Timeline