REDW Wealth LLC More: the full row for REDW Wealth LLC 6,045 $2.65M 1.05% +141 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 6,027 $2.64M 0.96% +451 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 6,023 $2.64M 1.33% -55 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 6,020 $2.64M 0.63% -21 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 6,002 $2.63M 1.12% -122 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 6,002 $2.63M 1.14% 0 13F-HR/A Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 6,000 $2.63M 0.17% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,996 $2.63M 0.22% +902 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 5,760 $2.62M 1.74% -2,542 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 5,964 $2.62M 0.51% +165 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 5,915 $2.59M 0.58% -14 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 5,900 $2.59M 1.85% -233 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 5,893 $2.58M 0.65% -30 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 5,882 $2.58M 0.54% +227 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,884 $2.58M 0.05% +4,233 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 5,875 $2.58M 0.23% -454 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,872 $2.57M 0.33% +240 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 5,870 $2.57M 0.03% +150 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 5,865 $2.57M 0.47% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 5,857 $2.57M 0.08% +10 13F-HR/A Timeline RS CRUM INC. More: the full row for RS CRUM INC. 5,855 $2.57M 0.62% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 5,853 $2.57M 0.96% -144 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 5,836 $2.56M 1% +184 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 5,835 $2.56M 0.66% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 5,824 $2.55M 0.28% -510 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 5,814 $2.55M 1.05% +2,560 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,788 $2.54M 0.04% -642 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 5,779 $2.53M 1.56% -56 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 5,773 $2.53M 0.8% -200 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 5,752 $2.52M 0.16% +91 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 5,746 $2.52M 0.16% -138 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,535 $2.51M 0.19% +167 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 5,686 $2.49M 0.55% +2,287 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,685 $2.49M 0.04% +386 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 5,672 $2.49M 1.17% +4,836 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 5,541 $2.46M 2.17% +25 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 5,613 $2.46M 0.43% +382 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,596 $2.45M 0.09% -581 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 5,562 $2.44M 2.04% +144 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 5,557 $2.44M 0.64% -220 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,555 $2.44M 0.6% -185 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 5,539 $2.43M 0.03% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,528 $2.42M 0.1% +1,097 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 5,521 $2.42M 0.44% 0 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 5,693 $2.42M 0.63% +597 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 5,506 $2.41M 1.08% -2 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 5,491 $2.41M 0.89% +471 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 5,444 $2.39M 1.34% -132 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 5,415 $2.37M 1.54% -8 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 5,346 $2.34M 0.7% +25 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,382 $2.34M 0.91% +1,178 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,341 $2.34M 0.19% +180 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,336 $2.34M 0.04% -13 13F-HR Timeline Group SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 5,336 $2.34M 1.41% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,329 $2.34M 0.22% -25 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,275 $2.31M 0.05% +959 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 5,272 $2.31M 0.32% +112 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,256 $2.3M 0.04% +39 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 5,255 $2.3M 0.15% +99 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 5,244 $2.3M 0.92% -267 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,237 $2.3M 0.71% +30 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,217 $2.29M 0.03% -378 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 5,189 $2.27M 0.32% -1,510 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 5,171 $2.27M 1.46% +65 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 5,167 $2.27M 0.74% new 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 5,163 $2.26M 0.19% -286 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,162 $2.26M 0.08% +189 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 5,155 $2.26M 0.35% new 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 5,147 $2.26M 1.87% 0 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 5,128 $2.25M 0.54% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 5,121 $2.24M 0.74% -183 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 5,110 $2.24M 0.29% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 5,094 $2.23M 0.08% +1,655 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,053 $2.22M 0.17% +499 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 5,030 $2.21M 1.3% -231 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 5,018 $2.2M <0.01% +295 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 4,990 $2.19M 0.36% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,989 $2.19M -548 Timeline Balefire, LLC More: the full row for Balefire, LLC 4,971 $2.18M 0.47% new 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 4,969 $2.18M 0.2% -199 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 4,968 $2.18M 0.2% -1,105 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,963 $2.18M 0.07% +191 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 4,942 $2.17M 0.8% +48 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,930 $2.16M 0.31% +1,049 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,930 $2.16M 0.59% +14 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 4,922 $2.16M 0.5% +48 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 4,915 $2.16M 0.81% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 4,927 $2.15M 0.45% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 4,901 $2.15M 0.29% 0 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 4,888 $2.14M 0.46% -30 13F-HR Timeline MOTCO More: the full row for MOTCO 4,675 $2.13M 0.2% +171 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,846 $2.12M 0.15% +318 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 4,794 $2.1M 2.5% 0 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 4,762 $2.09M 0.23% -166 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 4,725 $2.07M 1.22% -292 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 4,715 $2.07M 0.69% +1,109 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 4,702 $2.06M 0.14% -76 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,697 $2.06M 0.47% +170 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 4,691 $2.06M 0.24% -3 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,685 $2.05M 0.18% -135 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 4,672 $2.05M 0.61% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 4,667 $2.05M 0.23% +133 13F-HR Timeline Group ACAS, LLC More: the full row for ACAS, LLC 4,414 $2.04M 1.37% +22 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 5,029 $2.04M 0.9% +2,517 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 5,486 $2.03M 0.44% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 4,637 $2.03M 1.81% -180 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,632 $2.03M 0.04% +1,439 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 4,617 $2.02M 0.86% -19 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 4,603 $2.02M 0.45% -3,113 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 4,594 $2.01M <0.01% +2,426 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4,582 $2.01M 0.58% +260 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 4,581 $2.01M 1.05% -409 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,578 $2.01M 0.33% -449 13F-HR/A Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,574 $2.01M 0.27% -4 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 4,554 $2M 1% +428 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,542 $1.99M 0.4% -39 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 4,541 $1.99M 0.19% +174 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 4,538 $1.99M 1.16% -381 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 4,537 $1.99M 0.25% +1,773 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,536 $1.99M 0.22% -113 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,528 $1.99M 0.08% +328 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 4,525 $1.98M 0.27% +370 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 4,495 $1.97M 0.72% +187 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 4,480 $1.96M 1.52% -77 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 4,453 $1.95M 1.88% -64 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 4,449 $1.95M 0.36% +79 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,437 $1.95M 0.17% -19,130 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 4,434 $1.94M 0.33% -120 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 4,426 $1.94M 0.31% -33 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 4,446 $1.94M 0.23% +249 13F-HR/A Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,424 $1.94M 0.3% +63 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 4,390 $1.92M 0.01% +1,919 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 4,384 $1.92M 0.66% -149 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 4,379 $1.92M 3.34% -910 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 4,370 $1.92M 0.43% +482 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 4,358 $1.91M 1.31% -50 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 4,357 $1.91M 0.15% +2,119 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,355 $1.91M 0.09% +1,670 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 4,346 $1.91M <0.01% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,339 $1.9M 0.09% -30 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 4,326 $1.9M 1.5% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,320 $1.89M 0.12% +641 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 4,320 $1.89M 0.89% +221 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 4,314 $1.89M 0.44% 0 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 4,313 $1.89M 0.74% +213 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,305 $1.89M 0.05% +62 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 4,290 $1.88M 0.81% +158 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 4,279 $1.88M 0.08% -180 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,274 $1.87M 0.83% -50 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 4,255 $1.87M 0.41% -140 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,537 $1.86M 0.16% -581 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 4,243 $1.86M 0.94% +249 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 4,241 $1.86M 0.02% new 13F-HR/A Timeline Group White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 4,220 $1.85M 1.57% -31 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,186 $1.84M 0.21% -797 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 4,166 $1.83M 0.11% +834 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 4,151 $1.82M 0.26% +510 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 4,148 $1.82M 0.29% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 4,140 $1.81M 1.63% 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 4,135 $1.81M 0.57% +933 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 4,127 $1.81M 1.6% -61 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,072 $1.79M 0.66% +3,011 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 4,070 $1.78M 0.59% +2,363 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 4,311 $1.78M 0.68% +43 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,908 $1.78M 0.16% +1,046 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 4,059 $1.78M 0.34% -3,080 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,039 $1.77M 0.23% -41,290 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 4,038 $1.77M 1.14% +19 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 4,020 $1.76M 0.41% -362 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,061 $1.76M 0.4% 0 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 4,020 $1.76M 1.41% +218 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,019 $1.76M 0.03% -93 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 3,979 $1.76M 0.76% -69 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,012 $1.76M 0.13% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 4,004 $1.76M <0.01% -1,547 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,045 $1.75M 0.01% +67 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,994 $1.75M 0.11% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,991 $1.75M 0.69% +2,323 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 3,981 $1.75M 0.51% +2 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,979 $1.74M 0.07% +12 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 3,975 $1.74M 0.59% 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 3,972 $1.74M 0.89% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,969 $1.74M 0.05% +427 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,966 $1.74M 0.58% +65 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 3,962 $1.74M 1% -13 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 3,955 $1.73M 0.32% +157 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 3,954 $1.73M 0.56% +81 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,946 $1.73M 0.35% -123 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 3,940 $1.73M 0.99% +70 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 3,935 $1.73M 1.06% -65 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 3,932 $1.72M 0.73% -48 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,918 $1.72M 0.28% -42 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 3,916 $1.72M 0.86% -814 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,905 $1.71M <0.01% -127 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 3,873 $1.71M 0.62% +86 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,894 $1.71M 0.06% -498 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,889 $1.7M 0.06% +128 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 3,873 $1.7M 0.3% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3,847 $1.69M 0.91% -9 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 3,849 $1.69M 0.14% -345 13F-HR Timeline