VestGen Investment Management More: the full row for VestGen Investment Management 6,133 $2.27M 1.72% -48,012 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 6,125 $2.27M 0.89% +1,346 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 6,124 $2.27M 0.99% +83 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,114 $2.27M 0.18% +4,197 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 6,078 $2.25M 1.23% +321 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 6,073 $2.25M 0.22% +1,187 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 6,041 $2.24M 0.56% +1,092 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,022 $2.23M 0.21% +382 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 6,002 $2.23M 1.09% -153 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,001 $2.23M 0.21% -768 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 6,000 $2.22M 0.16% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 5,997 $2.22M 0.93% +39 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 5,973 $2.21M 0.82% -319 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 5,962 $2.21M 1.72% +1,066 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 5,946 $2.2M 0.02% +315 13F-HR Timeline Group Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 5,929 $2.2M 0.54% +15 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 5,923 $2.2M 0.61% -116 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 5,904 $2.19M 0.81% +1,362 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,901 $2.19M 0.19% +876 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 6,153 $2.19M 0.79% +603 13F-HR/A Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 5,884 $2.18M 0.15% +350 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 5,865 $2.17M 0.43% 0 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 5,858 $2.17M 0.29% -365 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 5,855 $2.17M 0.58% -80 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 5,847 $2.17M 0.08% +74 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 5,835 $2.16M 0.6% -11 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 5,835 $2.16M 1.55% 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 5,799 $2.15M 0.49% -194 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 5,777 $2.14M 0.62% -39 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 5,749 $2.13M 0.83% +1,111 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,740 $2.13M 0.55% +382 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 5,720 $2.12M 0.03% +131 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 5,720 $2.12M 0.75% -137 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 5,686 $2.11M 0.14% -306 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 5,666 $2.1M 1.67% +21 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 5,661 $2.1M 0.15% +76 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 5,655 $2.1M 0.52% -3 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 5,652 $2.1M 0.86% +204 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,632 $2.09M 0.35% +4,614 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,595 $2.07M 0.03% +406 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 5,576 $2.07M 0.82% +65 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 5,576 $2.07M 1.23% -126 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 5,551 $2.06M <0.01% -298 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,537 $2.05M +2,562 Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 5,539 $2.05M 0.02% +148 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 5,531 $2.05M <0.01% -26,513 13F-HR Timeline Group RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 5,521 $2.05M 0.43% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 5,511 $2.04M 0.95% -1,345 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 5,508 $2.04M 1% -773 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,504 $2.04M 0.14% +3,826 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 5,486 $2.03M 0.44% +4,064 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,368 $2.03M 0.18% new 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 5,449 $2.02M 0.19% -49 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 5,450 $2.02M 0.07% -427 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 5,423 $2.01M 1.47% 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 5,418 $2.01M 1.85% +399 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 5,377 $1.99M 0.3% -42 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,358 $1.99M 0.1% -555 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,354 $1.99M 0.21% -470 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,349 $1.98M 0.04% +1,206 13F-HR Timeline Group SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 5,336 $1.98M 0.97% +3,786 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 5,335 $1.98M 0.63% -40 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 5,321 $1.97M 0.65% -141 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 5,304 $1.97M 0.74% +360 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 5,300 $1.97M 0.35% -1,084 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,299 $1.96M 0.05% +60 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 5,289 $1.96M 2.9% -551 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 5,261 $1.95M 1.25% -388 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 5,259 $1.95M 0.42% +26 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 5,231 $1.94M 0.37% -239 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,217 $1.93M 0.04% +26 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,207 $1.93M 0.63% +119 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 5,199 $1.93M 0.32% +1,356 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 5,168 $1.92M 0.18% -39 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,161 $1.91M 0.16% +1,507 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 5,160 $1.91M 0.29% -528 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 5,156 $1.91M 0.13% +85 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 5,147 $1.91M 1.7% -69 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,118 $1.9M 0.17% +581 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 5,110 $1.89M 0.35% -6 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 5,106 $1.89M 1.42% +4 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 5,096 $1.89M 0.56% -70 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 5,516 $1.89M 1.85% -380 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,094 $1.89M 0.18% -3,966 13F-HR/A Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,059 $1.88M 0.08% +228 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,027 $1.86M 0.35% +3,128 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 5,020 $1.86M 0.88% -320 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 5,017 $1.86M 1.19% -913 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 4,990 $1.85M 0.35% 0 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 4,990 $1.85M 0.89% -1,053 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,983 $1.85M 0.23% +8 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,973 $1.84M 0.07% 0 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 4,954 $1.84M 1.74% 0 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 4,928 $1.83M 0.1% -84 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 4,928 $1.83M 0.25% +245 13F-HR/A Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 4,919 $1.82M 1.48% +205 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 4,918 $1.82M 0.44% -246 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,916 $1.82M 0.52% -4,520 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 4,915 $1.82M 0.89% +2 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 4,901 $1.82M 0.27% -8 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 4,894 $1.81M 0.87% -1,414 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 4,874 $1.81M 0.45% -107 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 4,858 $1.8M 1.46% +2,477 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,820 $1.79M 0.18% -1,647 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 4,817 $1.79M 2.06% +605 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 4,794 $1.78M 2.14% 0 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 4,778 $1.77M 0.13% -8,546 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,772 $1.77M 0.06% -25 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 4,754 $1.76M 0.18% -14,383 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,738 $1.76M 0.18% +546 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,578 $1.76M 0.25% +56 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 4,730 $1.75M 1.01% -868 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 4,927 $1.75M 0.43% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,723 $1.75M <0.01% +543 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 4,694 $1.74M 0.21% -19 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,690 $1.74M 0.43% +147 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 4,672 $1.73M 0.6% -67 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,649 $1.72M 0.2% -440 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,638 $1.72M 0.49% -284 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 4,157 $1.71M 1.39% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,581 $1.7M 0.37% +39 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 4,533 $1.7M 0.63% -194 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 4,557 $1.69M 1.41% -3 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 4,554 $1.69M 0.3% -240 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,554 $1.69M 0.15% 0 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 4,392 $1.69M 1.28% -583 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 4,534 $1.68M 0.21% -3,939 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,528 $1.68M 0.14% -233 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,527 $1.68M 0.41% +637 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 4,517 $1.67M 1.77% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 4,504 $1.67M 0.18% -2,761 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 4,498 $1.67M 1.31% -2,597 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 4,459 $1.65M 0.29% -5 13F-HR/A Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 4,459 $1.65M 0.07% -112 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,431 $1.64M 0.08% +2,440 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 4,408 $1.63M 1.33% -643 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,407 $1.63M 0.05% -575 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,200 $1.63M 0.09% +3,093 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 4,395 $1.63M 0.4% -19 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,392 $1.63M 0.05% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 4,382 $1.63M 0.37% -120 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 4,370 $1.62M 0.34% -252 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,369 $1.62M 0.08% -40 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 4,367 $1.62M 0.16% -44 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,361 $1.62M 0.28% -162 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,324 $1.6M 0.8% +263 13F-HR/A Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4,322 $1.6M 0.73% +4,113 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,316 $1.6M 0.04% +259 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 4,374 $1.6M 0.13% +2,929 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 4,314 $1.6M 0.42% -72 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 4,308 $1.6M 0.61% +986 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 4,197 $1.59M 0.22% -513 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 4,636 $1.59M 0.75% new 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 4,251 $1.58M 1.45% -4,331 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,243 $1.57M 0.06% -17 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,204 $1.57M 0.71% +1,055 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,200 $1.56M 0.07% +81 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 4,194 $1.56M 0.14% 0 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 4,188 $1.55M 1.52% -55 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,186 $1.55M 0.01% +229 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 4,157 $1.54M 0.72% +6 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 4,155 $1.54M 0.23% +154 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 4,148 $1.54M 0.28% 0 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 4,132 $1.53M 0.76% 0 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 4,126 $1.53M 0.88% +141 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,112 $1.52M 0.03% +429 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 4,107 $1.52M 0.82% +270 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 4,100 $1.52M 0.73% +117 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 4,099 $1.52M 0.7% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,091 $1.52M 0.06% +374 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 4,074 $1.51M 0.31% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 4,069 $1.51M 0.33% -23 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,061 $1.51M 0.41% -26 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 4,041 $1.5M 0.93% +611 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,032 $1.5M <0.01% +731 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 4,028 $1.49M 0.33% +280 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 4,019 $1.49M 1.1% +274 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,012 $1.49M 0.12% -236 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,978 $1.49M 0.01% -1,793 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 4,000 $1.48M 0.99% 0 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 3,994 $1.48M 0.83% +102 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,994 $1.48M 0.1% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 3,980 $1.48M 0.77% -42 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 3,979 $1.48M 0.46% +900 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 3,975 $1.47M 0.96% -52 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 3,972 $1.47M 0.82% +6 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,967 $1.47M 0.07% +267 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 3,966 $1.47M 0.83% +148 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,960 $1.47M 0.26% +806 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 3,955 $1.47M 0.4% -170 13F-HR/A Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,947 $1.46M 0.1% +59 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 3,928 $1.46M 0.27% 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,915 $1.45M 0.4% -4 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 3,890 $1.45M 1.12% +485 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,901 $1.45M 0.52% -7 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,888 $1.44M 0.37% -440 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,881 $1.44M 0.22% +171 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 4,268 $1.44M 0.71% +2,870 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 3,873 $1.44M 0.27% -90 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 3,873 $1.44M 0.54% +86 13F-HR Timeline