Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 6,226 $2.99M 1.19% +224 13F-HR/A Timeline JT Stratford LLC More: the full row for JT Stratford LLC 6,221 $2.98M 0.4% -55 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 6,200 $2.97M 0.91% -86 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 6,198 $2.97M 0.14% 0 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 6,190 $2.97M 0.4% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,168 $2.96M 0.16% -109 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 6,166 $2.96M 0.7% +473 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 6,165 $2.96M 0.95% +138 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 5,925 $2.96M 1.03% -214 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 6,136 $2.94M 1.17% +322 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,132 $2.94M 0.05% +876 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 6,114 $2.94M 0.85% +30 13F-HR Timeline MOTCO More: the full row for MOTCO 6,109 $2.93M 0.27% +1,434 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,095 $2.92M 0.26% -370 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 6,065 $2.91M 1.07% +229 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 6,017 $2.89M 1.09% -28 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 6,000 $2.88M 0.16% 0 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 5,993 $2.87M 2.08% -194 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 5,964 $2.86M 0.51% 0 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 5,944 $2.85M 1.14% -58 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 5,927 $2.84M 0.5% +441 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 5,923 $2.84M 1.65% +144 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 5,916 $2.84M 0.08% +59 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 5,887 $2.82M 1.43% -434 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 5,875 $2.82M 0.23% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,864 $2.81M 0.04% +76 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 5,865 $2.81M 0.48% 0 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 5,863 $2.81M 0.59% -52 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,861 $2.81M 0.05% -23 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 5,855 $2.81M 0.9% +2 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 5,840 $2.8M 0.62% -15 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 5,806 $2.78M 0.27% -18 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 5,801 $2.78M 0.68% -34 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 5,794 $2.78M 0.96% -226 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 5,781 $2.77M 0.77% +8 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,688 $2.76M 0.19% +153 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 5,748 $2.76M 0.33% +1,211 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 5,738 $2.75M 0.5% -144 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,696 $2.73M 0.1% +534 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 5,688 $2.73M 0.54% -205 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 5,679 $2.73M 1.17% +1,125 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 5,645 $2.72M 1.9% -115 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 5,654 $2.71M 1.23% -18 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 5,636 $2.7M 0.35% +706 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,633 $2.7M 0.61% +78 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,625 $2.7M +636 Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 5,624 $2.7M 0.03% -246 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,623 $2.7M 0.1% +27 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 5,578 $2.68M 0.44% -35 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 5,557 $2.67M 2.06% -5 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,529 $2.66M 0.94% +147 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 5,521 $2.65M 0.45% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 5,510 $2.64M 0.49% +1,140 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 5,494 $2.64M 2.12% -47 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 5,494 $2.63M 0.57% -2,374 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,492 $2.63M 0.18% +163 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,451 $2.62M 0.03% +234 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 5,471 $2.62M 0.28% new 13F-HR/A Timeline Group Bowman & Co S.C. More: the full row for Bowman & Co S.C. 5,469 $2.62M 1.11% -37 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,466 $2.62M 0.05% +191 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 5,460 $2.62M 0.89% -31 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 5,450 $2.61M 1.37% +6 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 5,428 $2.6M 0.15% +173 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 5,367 $2.57M 1.52% -48 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,367 $2.57M 0.18% +830 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 5,352 $2.57M 0.15% +2,344 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 5,341 $2.56M 0.45% +5,115 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 5,260 $2.53M 0.47% +718 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,242 $2.51M 0.74% +5 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 5,231 $2.51M 0.69% -115 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5,231 $2.51M 0.78% +2,803 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,226 $2.51M +1,601 Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 5,164 $2.48M 1.49% -7 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 5,162 $2.48M 0.32% -110 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 5,152 $2.47M 0.82% +210 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 5,150 $2.47M 0.19% -13 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 5,075 $2.43M 0.01% +57 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,068 $2.43M 0.16% +222 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,068 $2.43M 0.09% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 5,057 $2.43M 0.71% -64 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,026 $2.41M 0.09% +498 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,984 $2.41M 0.02% +939 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 5,012 $2.4M 1.67% +375 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 4,997 $2.4M 0.49% +394 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 4,990 $2.39M 0.36% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,971 $2.38M 0.05% +339 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 4,969 $2.38M 0.22% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 4,968 $2.38M 0.2% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 4,966 $2.38M 0.34% -189 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 4,927 $2.38M 0.49% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 4,927 $2.36M 0.08% +4,198 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 4,917 $2.36M 0.83% +2 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 4,916 $2.36M 0.5% -6 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 4,907 $2.35M 0.07% -187 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 4,901 $2.35M 1.29% -129 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 4,900 $2.35M 0.45% -786 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,856 $2.33M 0.16% -197 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 4,852 $2.33M 0.8% +357 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 4,865 $2.33M 0.25% +419 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,842 $2.32M 0.34% +264 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 4,827 $2.32M 0.95% +289 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 4,809 $2.31M 0.76% -435 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 4,794 $2.3M 2.18% 0 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 4,789 $2.3M 0.74% +74 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 4,627 $2.29M 0.71% 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 4,778 $2.29M 1.11% +197 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,768 $2.29M 0.13% -984 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 4,766 $2.29M 0.29% -135 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,680 $2.28M 0.24% +144 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,740 $2.27M 0.52% -190 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,701 $2.25M <0.01% new 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,697 $2.25M 0.42% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,685 $2.25M 0.11% +2,224 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,684 $2.25M 0.45% -287 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 4,678 $2.24M 1.97% -4,400 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,710 $2.24M 0.65% -847 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 4,672 $2.24M 0.58% 0 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 4,671 $2.24M 0.73% -496 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 4,666 $2.24M 0.25% -25 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 4,653 $2.23M 0.07% +2,214 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 4,639 $2.22M <0.01% -1,743 13F-HR Timeline Group Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 4,635 $2.22M 1.8% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,619 $2.22M 0.08% -909 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 4,617 $2.21M 0.2% +76 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 4,617 $2.21M 0.89% 0 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 4,579 $2.2M 0.15% -123 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 4,574 $2.19M 0.26% -4,614 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,551 $2.18M 0.28% -23 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 4,517 $2.17M 0.23% -245 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 4,503 $2.16M 1.52% +23 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 4,496 $2.16M 0.15% +139 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,491 $2.15M 0.12% +171 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,459 $2.14M 0.1% +120 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 4,453 $2.14M 1.94% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,441 $2.13M 0.04% +1,141 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 4,438 $2.13M 0.26% -87 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 4,430 $2.12M 0.04% +3,860 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 4,427 $2.12M 0.46% -701 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 4,426 $2.12M 0.32% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,414 $2.12M 0.15% +3,494 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,404 $2.11M 0.85% +130 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 4,403 $2.11M 0.43% +2,070 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 4,387 $2.1M 0.01% -3 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 4,371 $2.1M 0.75% +58 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,365 $2.09M 0.08% +3,025 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,355 $2.09M 0.15% -330 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 4,354 $2.09M 0.27% -835 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 4,342 $2.08M 0.45% +28 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,331 $2.08M 0.09% -24 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 4,301 $2.06M 0.65% -83 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 4,297 $2.06M 0.74% -23 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 4,295 $2.06M 0.11% new 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 4,283 $2.05M 0.88% -7 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 4,274 $2.05M 0.31% -160 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 4,269 $2.05M 0.08% -10 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 4,262 $2.05M 0.57% +127 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 4,266 $2.05M 1.09% +326 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,253 $2.04M 0.05% -52 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 4,196 $2.04M 0.59% +242 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 4,228 $2.03M 0.11% +62 13F-HR Timeline Group Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 4,220 $2.02M 2.52% -159 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 4,204 $2.02M 0.74% +427 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 4,203 $2.02M 1.59% -17 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 4,178 $2M 0.93% -65 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 4,176 $2M 0.17% +3,861 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,174 $2M 0.27% -250 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 4,151 $1.99M 0.26% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 4,147 $1.99M 1.28% -211 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 4,145 $1.99M 0.03% +296 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,134 $1.98M 0.25% +578 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 4,125 $1.98M 0.39% -130 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 4,115 $1.97M 1.65% -12 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,112 $1.97M 0.31% +157 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,095 $1.96M 0.1% +805 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,088 $1.96M 0.21% -98 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,087 $1.96M 0.05% -876 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,079 $1.96M 0.25% +612 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 4,079 $1.96M 0.02% -1,257 13F-HR Timeline Group Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 4,073 $1.95M 1.67% -67 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 4,071 $1.95M 0.37% +51 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,062 $1.95M 0.41% +1 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,059 $1.95M 0.57% +93 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,056 $1.95M 0.47% new 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 4,056 $1.95M 0.31% +2,887 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,042 $1.94M 0.6% +1,507 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 4,040 $1.94M 0.98% +124 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 4,039 $1.94M <0.01% +35 13F-HR Timeline Group SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 3,969 $1.93M 0.72% -10 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 4,023 $1.93M 0.06% +134 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 4,023 $1.93M 0.35% -426 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,019 $1.93M 0.01% +832 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 $1.93M 1.12% -19 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,012 $1.92M 0.13% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 4,007 $1.92M 0.07% +28 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 4,006 $1.92M 0.58% +31 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,997 $1.92M 0.11% +3 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3,991 $1.91M <0.01% +3,806 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 3,981 $1.91M 0.49% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,976 $1.91M 0.01% +71 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 3,976 $1.91M 0.89% +4 13F-HR Timeline