Avion Wealth More: the full row for Avion Wealth 19,070 $8.36M 1.91% +4,905 13F-HR/A Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 18,976 $8.32M 2.93% +622 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 18,857 $8.27M 0.3% +237 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 18,849 $8.26M 0.31% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 18,815 $8.25M 4.15% -235 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 18,690 $8.19M 2.71% +2,643 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 18,676 $8.19M 5.43% +1,521 13F-HR/A Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 18,566 $8.15M 1.66% +314 13F-HR/A Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 18,557 $8.14M 0.45% -10 13F-HR Timeline MTC Wealth Management LLC More: the full row for MTC Wealth Management LLC 18,520 $8.12M 3.9% -610 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 18,495 $8.11M 2.32% +3,050 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 18,444 $8.09M 3.24% -2,990 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 18,377 $8.06M 3.03% +1,182 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 18,354 $8.05M 1.03% +376 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 18,350 $8.04M 0.77% 0 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 18,323 $8.03M 2.52% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 18,281 $8.01M 0.24% -278 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 18,264 $8.01M 2.41% -1,867 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 18,242 $8M 0.31% -691 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 18,224 $7.99M 0.22% +1,816 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 18,188 $7.97M 0.42% -85 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 18,167 $7.96M 7.57% +951 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 18,117 $7.94M 0.16% +2,031 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 18,061 $7.93M 0.15% +9,015 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 18,052 $7.91M 5.47% 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 17,882 $7.84M 0.5% -14,800 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 17,880 $7.84M 0.95% +787 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 17,817 $7.82M 0.74% -20 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 17,682 $7.75M 1.2% +19 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 17,609 $7.72M 0.55% -437 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 17,528 $7.68M 0.69% +810 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 17,432 $7.64M 2.13% -52,400 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 17,406 $7.63M 1.24% +1,682 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 17,298 $7.58M 2.93% +106 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 17,246 $7.56M 3.49% -264 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 17,153 $7.52M 3.04% +3,435 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 17,146 $7.52M 2.34% +4,572 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 17,126 $7.51M 3.47% -271 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 17,045 $7.47M 3.16% -151 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 16,996 $7.45M 2.08% -16 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 16,946 $7.43M 0.41% -16,597 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 16,905 $7.41M 7.3% +857 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 16,754 $7.35M 2.22% -5,423 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 16,690 $7.33M 2.3% +128 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 16,632 $7.29M 5.04% +706 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 16,572 $7.27M 0.6% -600 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 16,571 $7.26M 1.41% +2,156 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 16,563 $7.26M 0.58% +604 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 16,491 $7.23M 6.1% +1,392 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 16,360 $7.17M 4.44% -886 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 16,350 $7.17M <0.01% -40,247 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 16,345 $7.17M 0.26% +3,022 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 16,336 $7.16M 0.82% +702 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 16,190 $7.1M 1.72% 0 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 16,175 $7.09M 2.06% -3 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 16,047 $7.03M 0.76% +3,494 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 15,981 $7.01M 0.42% -701 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 15,875 $6.96M 1.23% +553 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 15,860 $6.95M 3.4% +6,234 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 15,855 $6.95M 2.59% +552 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 15,776 $6.92M 1.24% -42 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 15,750 $6.9M 3.58% -2,157 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 15,689 $6.88M 5.36% +2,482 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 15,658 $6.86M 2.89% -15 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 15,651 $6.86M 0.12% +3,544 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 15,518 $6.82M 2.8% +922 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 15,517 $6.8M 0.67% -1,413 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 15,479 $6.79M 5.4% +2,860 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 15,445 $6.77M 0.19% -483 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 15,433 $6.77M 0.95% +524 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 15,418 $6.76M 6.83% -56 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 15,370 $6.74M 2.85% -5,334 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 15,361 $6.73M 0.21% +451 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 15,347 $6.73M 0.88% +1,528 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 15,126 $6.69M 1.29% -1,982 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 14,670 $6.67M 2.42% +2,047 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 15,211 $6.67M 1.03% -2,334 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 15,151 $6.64M 0.84% -62 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 15,034 $6.59M 5.29% -1,279 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 15,008 $6.58M 0.95% +1,682 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 14,980 $6.57M 0.59% +1,534 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 14,928 $6.54M 3.25% +2,738 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 14,829 $6.51M 1.72% +146 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 14,807 $6.49M 0.44% -854 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 14,743 $6.46M 0.04% -60 13F-HR Timeline Group Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 14,733 $6.46M 0.22% +75 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 14,706 $6.45M 1.6% +1,282 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 14,696 $6.44M 1.68% +2,194 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 14,618 $6.41M 0.26% +3,654 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 14,583 $6.36M 2.74% -1,667 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 14,466 $6.34M 0.19% +352 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 14,448 $6.33M 0.93% -125 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 14,444 $6.33M 0.41% +3,586 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 14,402 $6.31M 1.02% -175 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 14,483 $6.31M 4.24% +4,692 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 42,444 $6.28M 2.8% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 14,312 $6.27M 0.22% -18,489 13F-HR/A Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 14,273 $6.26M 1.91% -608 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 14,264 $6.25M 0.6% -2,160 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 14,198 $6.22M 3.2% +3 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 14,103 $6.18M 4.66% -7,923 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 14,095 $6.18M 0.02% -1,269 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 14,090 $6.18M 3.8% -13 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 14,031 $6.15M 0.37% -2 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 13,989 $6.13M 2.75% -75 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 13,967 $6.12M 0.22% +582 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 13,989 $6.11M 0.54% -1,602 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 13,887 $6.09M <0.01% +3,923 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 13,848 $6.07M 0.19% +601 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 13,838 $6.07M 0.1% +220 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 13,689 $6M 0.45% new 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 13,644 $5.98M 0.59% +8,890 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 13,637 $5.98M 0.14% +1,700 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 13,637 $5.98M 3.41% -876 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 13,632 $5.98M 1.51% +371 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 13,615 $5.97M 3.65% +1,456 13F-HR Timeline Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 13,484 $5.91M 1.12% +165 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 13,483 $5.91M 4.49% new 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 13,478 $5.91M 4.67% -2 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 13,395 $5.87M 0.13% +1,966 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 13,341 $5.85M 3.2% +12,457 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 13,329 $5.84M 4.43% -360 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 13,325 $5.84M 1.79% -221 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 13,256 $5.81M 0.12% -515 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 13,173 $5.78M 0.79% -699 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 13,163 $5.77M 0.48% -915 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 13,156 $5.77M 0.53% -375 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 13,153 $5.77M 2.68% -226 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 13,134 $5.76M 2.36% -7,394 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 13,046 $5.72M 0.76% -1,227 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 13,006 $5.7M 2.04% +2,162 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 12,914 $5.66M 0.87% -70 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 12,907 $5.66M 0.02% -1,682 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 12,594 $5.6M 1.6% +315 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 12,763 $5.6M 0.51% -364,864 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 12,761 $5.59M 0.92% +939 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 12,759 $5.59M 0.22% new 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 12,750 $5.59M 2.31% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 12,720 $5.58M 2.09% +26 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 12,702 $5.57M 0.12% -434 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 12,691 $5.56M 0.42% -65 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 12,592 $5.52M 0.07% +4,473 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 12,541 $5.5M 0.33% +3,976 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 12,516 $5.49M 0.92% +51 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 12,274 $5.48M 3.5% +160 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 12,432 $5.45M 2.29% +303 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 12,421 $5.45M 1.21% -1,373 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 12,415 $5.44M 2.55% 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 12,413 $5.44M 1.17% +57 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 11,851 $5.44M 3.08% -1,597 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 11,864 $5.41M 4.61% +226 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 11,900 $5.41M 1.59% +200 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 12,285 $5.39M 0.76% -1,263 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 12,152 $5.38M 0.23% +1,230 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 12,241 $5.37M 2.65% 0 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 12,224 $5.36M 3.02% -3,163 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 12,189 $5.34M 2.47% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 12,179 $5.34M 1.25% -886 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 12,156 $5.33M 2.44% +204 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 12,147 $5.33M 1.35% +1,006 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 12,078 $5.29M 1.8% +1,946 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 12,059 $5.29M 0.86% +10,774 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 12,056 $5.29M 0.29% -90 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 12,053 $5.28M 1.52% -418 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 12,041 $5.28M 0.09% +3,120 13F-HR/A Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 11,951 $5.24M 0.17% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 11,937 $5.23M 1.82% +178 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 11,873 $5.2M 0.29% -6 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 11,831 $5.19M 2.31% -1,054 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 11,825 $5.18M 4.99% +1,649 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 11,825 $5.18M 2.6% +236 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 11,817 $5.18M 0.14% -740 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 11,770 $5.16M 0.17% +521 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 11,667 $5.12M 0.03% +5,721 13F-HR Timeline Group Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 11,626 $5.1M 1.08% +1,000 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 11,604 $5.09M 0.31% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 11,603 $5.09M 0.21% 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 11,444 $5.02M 2.73% +4,906 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 11,363 $4.99M 0.2% +109 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 11,371 $4.98M 2.91% +751 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 11,348 $4.98M 1.62% +1 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 11,334 $4.97M 0.12% -3,181 13F-HR Timeline Group Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 11,279 $4.95M 2.78% +170 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 11,247 $4.93M 1.51% -779 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 11,243 $4.93M 0.94% -133 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 11,204 $4.91M 0.02% -1,499 13F-HR Timeline Group Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 11,145 $4.89M 0.96% +1,324 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 11,103 $4.87M 0.56% +1,388 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 11,091 $4.86M 0.32% +569 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 11,090 $4.86M 2.52% 0 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 11,061 $4.85M 3.68% +655 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 11,095 $4.83M 3.27% -3,137 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 11,010 $4.83M 0.52% +332 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 10,996 $4.82M 0.04% -82 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. 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