Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 43,326 $3.73M 0.41% +36,428 13F-HR/A Timeline ArchPoint Investors More: the full row for ArchPoint Investors 43,320 $3.73M 0.79% +36,100 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 43,134 $3.72M 0.82% +34,781 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 43,045 $3.71M 3.51% 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 42,784 $3.69M 0.06% +36,211 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 42,525 $3.66M 1.7% +3,542 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 42,138 $3.63M 1.03% +35,327 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 41,982 $3.62M 0.13% +34,170 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 41,930 $3.61M 0.24% +35,098 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 41,720 $3.59M 0.09% +34,787 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 41,694 $3.59M 1.72% +34,688 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 41,454 $3.57M 0.32% +34,497 13F-HR/A Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 41,388 $3.57M 0.79% +34,658 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 41,323 $3.56M 0.13% +36,105 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 41,322 $3.56M 0.09% +34,409 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 41,223 $3.55M 1.49% +35,152 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 41,179 $3.55M 0.2% +34,304 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 40,920 $3.52M 0.33% +35,800 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 40,913 $3.52M 0.16% +34,740 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 40,643 $3.5M 0.81% +33,402 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 40,552 $3.49M 0.4% +32,520 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 40,525 $3.49M 1.22% +34,552 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 40,365 $3.48M 0.9% +35,236 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 40,337 $3.47M 1.89% +33,964 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 40,168 $3.46M 0.11% +33,846 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 40,157 $3.46M 0.6% +33,242 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 40,137 $3.46M 2.25% +33,529 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 40,114 $3.46M 0.08% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 40,097 $3.45M 0.84% +36,188 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 40,090 $3.45M 0.69% +34,022 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 40,089 $3.45M 0.15% +33,539 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 39,919 $3.44M 0.85% +33,492 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 39,868 $3.43M 0.04% +33,304 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 39,820 $3.43M 0.37% +33,608 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 39,642 $3.41M 0.04% +558 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 39,642 $3.41M 1.02% +33,109 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 39,620 $3.41M 0.23% +32,804 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 39,605 $3.41M 1.24% +33,096 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 39,547 $3.41M 0.17% +32,745 13F-HR Timeline Group Fenimore Asset Management Inc More: the full row for Fenimore Asset Management Inc 39,486 $3.4M 0.07% +32,905 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 39,333 $3.39M 0.13% +31,335 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 39,322 $3.39M 0.86% +33,056 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 39,201 $3.38M 0.07% +32,391 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 38,812 $3.34M 0.72% +32,394 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 38,802 $3.34M 0.4% +34,740 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 38,766 $3.34M 1.47% +33,044 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 38,372 $3.31M 0.05% +31,362 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 38,167 $3.29M 0.27% +31,440 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 38,152 $3.29M <0.01% +35,792 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 38,124 $3.28M 0.05% +31,796 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 38,082 $3.28M 0.83% +31,709 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 37,767 $3.25M 1.09% +36,688 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 37,744 $3.25M 0.62% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 37,728 $3.25M 0.08% +27,710 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 37,167 $3.25M 0.31% +31,238 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 37,625 $3.24M 1.3% +36,811 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 37,428 $3.22M 1.16% +33,201 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 36,683 $3.22M 1.83% +30,575 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 37,269 $3.21M 0.2% +30,928 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 37,199 $3.2M 0.21% +30,706 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 36,980 $3.19M 0.32% +29,413 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 36,893 $3.18M 0.34% +30,744 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 36,781 $3.17M 2.64% +29,625 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 36,743 $3.17M 0.77% +30,542 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 36,665 $3.16M 0.25% +30,739 13F-HR Timeline MOTCO More: the full row for MOTCO 36,574 $3.15M 0.27% +30,430 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 36,516 $3.15M 0.55% +30,395 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 36,504 $3.14M 0.16% +30,504 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 36,478 $3.14M 0.75% new 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 36,459 $3.14M 0.45% +30,362 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 36,212 $3.12M 0.36% +30,172 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 36,019 $3.1M 0.08% +30,301 13F-HR Timeline Group SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 36,017 $3.1M 1.79% +30,014 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 35,959 $3.1M 0.59% +31,610 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 35,959 $3.1M 0.59% 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 35,902 $3.09M 0.44% +29,913 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 35,807 $3.08M 1.26% +29,850 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 35,774 $3.08M 0.66% +29,788 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 35,745 $3.08M 0.56% +29,962 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 35,664 $3.07M 1.78% +29,730 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 35,617 $3.07M 0.46% +31,963 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 35,610 $3.07M 0.8% +30,294 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 35,533 $3.06M 0.55% +31,033 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 35,512 $3.06M 0.28% +30,447 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 35,509 $3.06M 0.18% +29,188 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 35,413 $3.05M 0.13% +28,947 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 35,312 $3.04M 2.37% +29,629 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 35,280 $3.04M 0.57% +29,420 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 35,243 $3.04M 0.9% +29,491 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 35,008 $3.02M 0.76% +28,788 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 34,901 $3.01M 2.29% +28,846 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 34,879 $3M 0.32% +28,981 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 34,704 $2.99M 0.23% +31,736 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 34,545 $2.98M 1.26% +28,540 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 34,528 $2.97M 0.03% +29,144 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 34,518 $2.97M 0.63% +28,761 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 34,398 $2.96M 0.05% +22,473 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 34,152 $2.94M 0.09% +28,486 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 34,148 $2.94M 1.24% +28,281 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 34,020 $2.93M 0.16% +28,371 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 33,859 $2.92M 0.45% +32,317 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 33,810 $2.91M 0.79% +28,357 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 33,603 $2.9M 0.12% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 33,567 $2.89M 0.91% +27,921 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 33,409 $2.88M 0.14% +27,109 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 33,376 $2.88M 0.9% +28,053 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 32,866 $2.85M 2.01% +158 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 33,068 $2.85M 0.47% +27,541 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 33,042 $2.85M 0.03% +27,494 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 32,798 $2.83M 0.06% +32,126 13F-HR Timeline Group MONEYWISE, INC. More: the full row for MONEYWISE, INC. 32,720 $2.82M 1.05% +30,895 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 32,631 $2.81M 1% +25,225 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 32,566 $2.81M 1.84% +26,977 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 32,489 $2.8M 0.22% +26,811 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 32,097 $2.76M 0.72% +27,919 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 32,000 $2.76M 0.01% +21,500 13F-HR Timeline Group Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 31,866 $2.74M 1.29% +26,658 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 31,861 $2.74M 2.36% +26,468 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 31,821 $2.74M 2.15% +26,582 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 31,776 $2.74M 0.62% +27,160 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 31,708 $2.73M 0.89% +26,703 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 31,514 $2.71M 1.9% +26,261 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 31,424 $2.71M 0.63% +26,181 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 31,371 $2.7M 0.01% +24,448 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 31,273 $2.69M 0.02% +25,951 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 31,261 $2.69M 0.3% +26,040 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 31,176 $2.69M 1.46% +25,941 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 31,127 $2.68M 0.41% +25,914 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 31,102 $2.68M 0.18% +25,907 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 31,008 $2.67M <0.01% +25,840 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 30,916 $2.66M 0.07% +26,092 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 30,857 $2.66M 0.39% +25,514 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 30,794 $2.65M 0.26% +25,776 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 30,787 $2.65M 1.68% +25,697 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 30,766 $2.65M 1.51% +25,165 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 30,728 $2.65M +25,597 Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 30,634 $2.64M 0.25% +25,355 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 30,540 $2.63M 0.12% +25,462 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 30,404 $2.62M 0.71% +25,337 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 30,372 $2.62M 0.33% +25,359 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 30,175 $2.6M 0.54% +25,120 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 30,144 $2.6M 0.21% +25,278 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 30,055 $2.59M 0.11% +24,805 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 29,845 $2.57M 0.16% +25,021 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 29,808 $2.57M 0.19% +24,840 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 29,710 $2.56M 0.1% +25,018 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 58,670 $2.55M 0.27% new 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 28,645 $2.55M 0.26% -34,441 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 28,207 $2.51M 0.82% -819 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 29,166 $2.51M 2.05% +22,349 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 29,130 $2.51M 0.23% +24,553 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 29,007 $2.5M 1.7% +24,059 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 28,998 $2.5M 0.06% -129,436 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 28,956 $2.49M 0.41% +24,096 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 28,931 $2.49M 0.05% +24,051 13F-HR Timeline Group Harbor Group, Inc. More: the full row for Harbor Group, Inc. 28,889 $2.49M 0.29% +24,065 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 28,837 $2.48M 0.05% +24,008 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 28,814 $2.48M 1.08% +26,383 13F-HR/A Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 28,775 $2.48M 0.78% +23,981 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 28,740 $2.48M 0.27% +24,413 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 28,602 $2.46M 0.25% +23,708 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 28,569 $2.46M 0.03% +24,141 13F-HR/A Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 28,509 $2.46M 0.07% +24,869 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 28,487 $2.45M 1.13% +23,732 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 28,052 $2.45M 0.45% +326 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 28,423 $2.45M 2.22% +23,757 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 28,354 $2.44M 0.23% +23,998 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 28,326 $2.44M 0.29% +23,752 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 28,234 $2.43M 0.25% +24,131 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 28,149 $2.42M 0.46% +23,096 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 28,130 $2.42M 0.12% 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 28,014 $2.41M 0.81% +24,221 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 5,521 $2.41M 0.42% 0 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 27,799 $2.39M 1.27% +21,799 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 27,777 $2.39M 0.81% +22,183 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 27,750 $2.39M 0.07% +23,363 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 27,732 $2.39M 0.02% +27,091 13F-HR Timeline Group Element Squared LLC More: the full row for Element Squared LLC 27,611 $2.38M 1.18% +22,887 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 27,432 $2.36M 0.72% +22,824 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 27,420 $2.36M 0.71% +22,602 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 27,279 $2.35M 0.09% +22,652 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 27,237 $2.35M 0.14% +2,894 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 27,137 $2.34M 0.54% +15,958 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 27,136 $2.34M 0.11% +22,522 13F-HR Timeline Group MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 26,975 $2.32M 0.89% +22,698 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 26,963 $2.32M 0.31% +22,437 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 26,896 $2.32M 0.52% +22,572 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 26,876 $2.32M 0.38% +22,778 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 26,775 $2.31M 1.48% +22,317 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 26,774 $2.31M 0.83% +22,212 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 26,733 $2.3M <0.01% +22,567 13F-HR Timeline Group Serenity Investment Advisors More: the full row for Serenity Investment Advisors 26,382 $2.3M 0.98% +321 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 26,676 $2.3M 0.62% +22,201 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 26,492 $2.28M 0.38% +22,077 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 26,462 $2.28M 0.87% +22,222 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 26,455 $2.28M 1.48% +22,297 13F-HR Timeline Williams Jones Wealth Management, LLC. 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