Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 12,409 $1.06M 0.22% +10,341 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 12,251 $1.06M 0.29% +10,213 13F-HR Timeline InvesTrust More: the full row for InvesTrust 12,249 $1.06M 0.41% +10,194 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 12,234 $1.05M 0.24% +10,190 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 12,206 $1.05M 0.01% +9,900 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 12,187 $1.05M 0.09% +9,250 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 12,144 $1.05M 0.05% +10,141 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 12,144 $1.05M 0.09% +10,228 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 12,121 $1.04M 0.16% +10,075 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 12,108 $1.04M 0.12% +10,089 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 12,096 $1.04M 0.14% +10,052 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 12,096 $1.04M 0.12% +10,080 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 12,090 $1.04M 0.43% +10,179 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 12,081 $1.04M 0.1% +10,212 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 12,050 $1.04M 0.16% +11,012 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 12,045 $1.04M 0.65% +10,039 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 12,036 $1.04M 0.01% +10,030 13F-HR Timeline Galaxy Digital Inc. in group Galaxy Group Investments LLC More: the full row for Galaxy Digital Inc. 12,036 $1.04M 0.16% new 13F-HR Timeline Group Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 12,022 $1.04M 0.27% +10,018 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 12,022 $1.04M 0.65% +10,020 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 12,012 $1.03M 0.22% +9,717 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 12,003 $1.03M 0.03% +9,995 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 11,968 $1.03M 0.67% +10,375 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 11,904 $1.03M 0.54% +9,434 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 11,886 $1.02M 0.04% +10,180 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 11,857 $1.02M 0.04% +4,300 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 11,819 $1.02M 0.55% +9,838 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 11,810 $1.02M 0.17% +9,842 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 11,800 $1.02M 0.47% +9,750 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 11,748 $1.01M 0.31% +9,790 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 11,712 $1.01M 0.01% +9,360 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 11,710 $1.01M 0.14% +9,753 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 11,689 $1.01M 0.46% +9,695 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 11,675 $1.01M 0.03% +9,518 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 11,670 $1.01M 0.23% +9,741 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 11,667 $1.01M 0.08% +9,723 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 11,663 $1M 0.36% +9,705 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 11,635 $1M 0.74% +9,693 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 11,604 $1000K 0.08% +9,624 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 11,584 $998K 0.19% +9,977 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 11,553 $995K 0.58% +9,593 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 11,526 $993K 0.19% +9,658 13F-HR/A Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 11,478 $989K 0.19% +9,495 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 11,446 $986K 0.23% +9,416 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 11,442 $986K 0.11% +9,509 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 11,410 $983K 0.02% +10,127 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 11,343 $977K 0.13% +9,409 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 11,314 $975K 0.07% +9,376 13F-HR Timeline Group Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 11,263 $970K 0.52% +9,387 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 11,226 $967K 0.02% +9,355 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 11,217 $966K 0.05% +8,702 13F-HR Timeline Group Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 11,203 $965K 0.47% +9,383 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 11,358 $964K 0.41% +9,923 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 11,185 $963K 0.59% +9,322 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 11,159 $961K 0.3% +9,372 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 11,142 $960K 0.05% +9,285 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 11,032 $960K 0.02% +9,237 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 11,133 $959K 0.4% +9,352 13F-HR Timeline Group Elgethun Capital Management More: the full row for Elgethun Capital Management 11,118 $958K 0.13% +9,265 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 11,087 $955K 0.39% +9,340 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 10,410 $955K 0.11% +9,156 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 10,980 $946K 0.01% +9,536 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 10,979 $946K 0.08% +7,617 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 10,974 $945K 0.29% +9,145 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 10,964 $944K 0.46% +9,151 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 10,920 $941K 0.08% +9,205 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 10,888 $938K 0.17% +9,029 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 10,813 $932K 0.01% +8,832 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 10,820 $932K 0.18% +8,990 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 10,800 $930K 0.06% +8,996 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 10,798 $930K 0.07% +9,266 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 10,792 $930K 0.12% +8,955 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 10,783 $929K 0.27% +9,120 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 10,736 $925K 0.14% +9,830 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 10,732 $924K 0.1% +8,744 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 10,712 $923K 0.42% +554 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 10,686 $920K 0.46% +8,905 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 10,670 $919K 0.07% +8,846 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 10,649 $917K 0.26% +9,100 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 10,638 $916K 0.63% +8,854 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 10,630 $916K 0.35% +8,964 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 10,618 $915K 0.04% new 13F-HR/A Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 10,614 $914K 0.25% +8,845 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 10,608 $914K 0.21% +8,794 13F-HR Timeline Group NBH Bank More: the full row for NBH Bank 10,589 $912K 0.38% 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 10,575 $911K <0.01% -51,453 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 10,555 $909K 0.06% +8,783 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 10,527 $907K 0.03% +8,939 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 10,492 $904K 0.1% +8,735 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 10,472 $902K 0.25% +8,695 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 10,462 $901K 0.26% +8,707 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 10,456 $901K 0.18% +8,968 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 10,452 $900K 0.07% +8,712 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 10,451 $900K 0.5% +8,599 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 10,434 $899K 0.13% +8,579 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 10,406 $896K 0.22% +8,739 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 10,391 $895K <0.01% +8,723 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 10,374 $894K 0.06% +8,644 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 10,371 $893K 0.12% +9,350 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 10,366 $893K 0.8% +8,638 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 10,332 $890K 0.53% +8,610 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 10,295 $887K 0.35% +8,348 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 10,277 $885K 0.85% +8,711 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 10,218 $880K 0.75% new 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 10,205 $879K 0.37% +8,415 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 10,201 $879K 0.05% +8,488 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 10,178 $877K 0.16% +8,412 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 10,171 $876K 0.06% +8,473 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 10,158 $875K 0.23% +8,465 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 10,311 $875K 0.67% +8,581 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 10,136 $873K 0.22% +8,570 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 9,938 $872K 0.14% +8,378 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 10,115 $871K 0.03% +7,396 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 10,096 $870K 0.53% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 10,086 $869K 0.05% +9,522 13F-HR Timeline Fidelis Wealth Advisors LLC More: the full row for Fidelis Wealth Advisors LLC 1,802 $868K 1.3% new 13F-HR/A Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 10,042 $865K 0.52% +8,258 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 10,026 $864K 0.5% +8,355 13F-HR Timeline Timmons Wealth Management, LLC More: the full row for Timmons Wealth Management, LLC 10,009 $862K 0.63% +8,232 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 9,982 $860K 0.08% +8,745 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 9,960 $858K 0.43% +8,230 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 9,954 $857K 0.41% +9,954 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 9,943 $857K 0.39% new 13F-HR/A Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 9,896 $852K 0.12% +8,915 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 9,894 $852K +6,996 Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 9,888 $852K 0.06% +8,240 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 9,869 $850K 0.07% +8,214 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 9,865 $850K 0.3% +8,208 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 9,864 $850K 0.56% +8,221 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 9,822 $846K 0.23% 0 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 9,810 $845K 0.42% +8,175 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 9,799 $844K 0.05% +8,240 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 9,796 $844K 0.05% +7,661 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 9,792 $843K 0.28% +8,162 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 9,716 $837K 0.26% +8,097 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 9,708 $836K 0.26% +8,090 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 9,705 $836K 0.1% +7,628 13F-HR Timeline CLG LLC More: the full row for CLG LLC 9,704 $836K 0.18% +8,205 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 9,666 $833K 0.27% +7,961 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 9,648 $831K 0.26% +8,030 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 9,639 $830K 0.09% +8,352 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 9,634 $830K 0.11% +8,030 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 9,624 $829K 0.4% +8,000 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 9,618 $829K 0.01% +8,017 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 9,610 $828K 0.18% +7,751 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 9,595 $827K 0.05% +8,136 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 9,600 $827K 0.19% +8,000 13F-HR Timeline Group Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 9,575 $825K 0.34% +7,849 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 9,569 $824K 0.69% +7,916 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 9,569 $824K 0.2% +7,996 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 9,550 $823K 0.23% +7,988 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 9,524 $820K 0.2% +7,937 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 9,514 $820K 0.4% new 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 9,507 $819K <0.01% +1,295 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9,504 $819K 0.16% +7,920 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 9,498 $818K 0.02% +7,899 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 9,455 $814K 0.25% +7,872 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 9,399 $810K 0.42% +7,668 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 9,370 $807K 0.04% +7,823 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 9,365 $807K 0.47% +7,799 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 9,348 $805K 0.39% +7,924 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 9,321 $803K 0.25% +7,550 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 9,310 $802K 0.08% +7,837 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 9,302 $801K 0.21% +7,009 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 9,255 $797K 0.18% +7,670 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 9,237 $796K 0.11% +8,264 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 9,198 $792K 0.04% +7,635 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 9,198 $792K 0.09% +7,665 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 9,166 $790K 0.15% +7,638 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 9,153 $788K 0.08% +7,606 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 9,147 $788K 0.16% +7,640 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 9,143 $788K 0.05% +7,608 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 9,138 $787K 0.46% +7,611 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 9,084 $782K 0.1% +7,470 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 9,062 $781K 0.01% +7,532 13F-HR Timeline Group Benin Management CORP More: the full row for Benin Management CORP 9,059 $780K 0.16% +7,550 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 9,030 $778K 0.04% +7,606 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 9,030 $778K 0.06% +7,821 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 9,012 $776K 0.06% +7,462 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 9,000 $775K 0.63% +7,357 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 8,997 $775K 0.15% +7,723 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 8,994 $775K 0.01% +7,551 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 8,968 $772K 0.13% +7,473 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 8,957 $772K 0.57% +7,431 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 8,940 $770K 0.46% +7,450 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 8,880 $765K 0.14% +7,400 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 8,876 $765K 0.17% +7,306 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 2,043 $764K 0.32% new 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 8,837 $761K 0.14% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 8,837 $761K 0.2% +7,333 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 8,819 $760K 0.18% +7,344 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 8,777 $756K 0.03% +5,601 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 8,766 $755K 0.04% +7,658 13F-HR/A Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 8,766 $755K 0.59% +7,306 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 8,764 $755K 0.19% +7,303 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 8,754 $754K 0.14% +7,295 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 8,753 $754K 0.32% +7,239 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 8,742 $753K 0.12% +7,285 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 9,659 $752K 0.19% +4,023 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 8,729 $752K 0.2% +7,270 13F-HR/A Timeline