Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 3,245 $834K 0.15% -388 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,241 $833K 0.06% +7 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,206 $824K 0.12% -69 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 3,206 $824K 0.39% +150 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 3,205 $824K 0.11% -34 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,185 $819K 0.11% 0 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 3,180 $817K 0.43% +399 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 3,155 $811K 0.27% 0 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 3,153 $810K 0.63% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,132 $805K 0.12% +288 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 3,114 $800K 0.23% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,110 $799K 0.02% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,087 $793K 0.04% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,082 $792K 0.2% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,021 $776K 0.33% -57 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,009 $773K 0.06% 0 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 3,000 $771K 0.79% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,983 $767K 0.16% -10 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,979 $766K 0.09% -314 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,974 $764K 0.06% +4 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,936 $755K 0.08% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,934 $754K 0.1% 0 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 2,927 $752K 0.51% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,874 $739K 0.02% -54 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 2,886 $736K +52 Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 2,858 $735K 0.09% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,822 $725K 0.03% +80 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,125 $724K 0.02% +17 13F-HR Timeline BANK OZK More: the full row for BANK OZK 2,805 $721K 0.3% -142 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 2,801 $720K 0.4% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,776 $714K 0.09% +27 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,773 $713K 0.02% -36 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,760 $709K 0.01% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 2,758 $709K 0.35% +39 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,750 $707K 0.12% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 2,731 $702K 0.28% 0 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 2,725 $700K 0.05% +782 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,720 $699K 0.01% +54 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,719 $699K 0.04% +1,653 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,719 $699K 0.14% +1,653 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,704 $695K 0.12% -2 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 2,690 $692K 0.07% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 2,637 $678K 0.14% +1,287 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,632 $677K 0.07% -258 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,628 $676K 0.2% -536 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,628 $675K 0.1% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 2,578 $663K 0.21% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 2,576 $662K 0.14% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,557 $657K 0.08% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,550 $656K 0.11% 0 13F-HR Timeline Mason Investment Advisory Services, Inc. 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More: the full row for Tradewinds, LLC. 2,492 $641K 0.18% -27 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 2,471 $639K 0.37% -1,076 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 2,480 $638K 0.53% +2 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,450 $630K 0.33% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,443 $628K 0.06% -95 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,584 $627K 0.08% +221 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,422 $623K 0.06% 0 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,420 $622K 0.05% -48 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 2,418 $621K 0.41% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,417 $621K 0.04% -533 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,411 $620K 0.17% +6 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,410 $619K 0.02% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,406 $618K 0.02% +113 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 2,433 $618K 0.34% +7 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,401 $617K 0.02% -767 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,396 $616K 0.06% 0 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 2,380 $612K 0.25% -2,701 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 2,373 $610K 0.12% +586 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,372 $610K 0.06% +52 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 2,368 $609K 0.24% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 2,363 $607K 0.6% +8 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 2,360 $607K 0.45% +17 13F-HR Timeline City State Bank More: the full row for City State Bank 2,355 $605K 0.2% +50 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,354 $605K 0.06% -466 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 2,353 $605K 0.37% 0 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 2,347 $603K 0.08% 0 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 2,340 $601K 0.41% +1,344 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 2,327 $598K 0.4% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,322 $597K 0.04% +1 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 2,296 $590K 0.07% 0 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 2,584 $590K 0.07% 0 13F-HR Timeline Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 2,293 $589K 0.33% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,286 $588K <0.01% +382 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,286 $588K 0.02% +18 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 2,382 $585K 0.45% +8 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 2,270 $584K 0.52% -126 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,261 $581K <0.01% -540 13F-HR/A Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,260 $581K 0.03% -495 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,259 $581K 0.07% +4 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,227 $572K 0.03% +37 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,217 $570K 0.01% -149 13F-HR Timeline Group Trust Co More: the full row for Trust Co 2,214 $569K 0.07% 0 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 2,206 $567K 1.45% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,200 $565K 0.08% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 2,199 $565K 0.02% +4 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,186 $562K 0.01% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,183 $561K 0.02% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,158 $561K 0.29% 0 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 2,160 $555K 0.13% 0 13F-HR/A Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,130 $547K 0.03% 0 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 2,127 $547K 0.12% -230 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,121 $545K 0.42% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,120 $544K 0.1% 0 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 2,106 $541K 0.21% +87 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,104 $541K 0.08% +86 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 2,102 $540K 0.63% -337 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,094 $538K 0.41% -57 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,085 $536K 0.01% +360 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 2,085 $536K 0.21% new 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 2,311 $535K 0.1% -105 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,082 $535K 0.1% -108 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,054 $528K 0.07% +1 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 2,048 $526K 0.32% 0 13F-HR Timeline Rezny Wealth Management, Inc. 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More: the full row for Passive Capital Management, LLC. 1,892 $486K 0.15% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,853 $476K 0.03% -270 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,847 $475K 0.11% +31 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,845 $474K 0.01% -500 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,837 $472K 0.14% +127 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,830 $470K 0.04% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,828 $470K 0.05% +294 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 1,818 $467K <0.01% 0 13F-HR Timeline Group Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 1,815 $467K 0.16% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,814 $466K 0.04% -2 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 1,814 $466K 0.48% -25 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,812 $466K 0.06% +1,215 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1,812 $465K 0.24% +1,736 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,788 $459K 0.17% +2 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 1,773 $456K 0.2% -321 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,771 $455K 0.26% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,767 $454K 0.05% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,766 $454K 0.16% +6 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,744 $448K 0.22% +57 13F-HR/A Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,737 $446K 0.03% 0 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 1,733 $445K 0.21% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,722 $443K 0.01% +454 13F-HR Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,711 $440K 0.07% -61 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,706 $439K 0.04% -41 13F-HR/A Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,701 $437K 0.02% +232 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,698 $436K 0.01% -427 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 1,692 $435K 0.33% new 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,688 $434K 0.05% 0 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,670 $429K 0.24% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,659 $426K 0.06% +113 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,656 $426K 0.02% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,655 $425K 0.02% new 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,654 $425K 0.13% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,644 $422K 0.02% +250 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,639 $421K 0.17% -148 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 1,639 $421K 0.05% -17 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 1,635 $420K 0.17% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,624 $417K 0.05% 0 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,617 $416K 0.06% +6 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,604 $412K 0.03% -59 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 1,596 $410K 0.14% -402 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 1,595 $410K 0.08% 0 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 1,595 $410K 0.23% +51 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 1,594 $410K 0.14% +157 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,589 $408K 0.01% +6 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,585 $407K 0.02% -11,205 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,584 $407K 0.04% +3 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,576 $405K 0.03% -81 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 1,576 $405K 0.02% +16 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,575 $405K 0.4% +1 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,574 $405K 0.01% +311 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,568 $403K 0.02% new 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,568 $403K <0.01% -2,191 13F-HR Timeline Group Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 1,559 $401K 0.09% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,578 $400K 0.01% -709 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,553 $399K 0.01% +78 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,549 $398K 0.11% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,549 $398K 0.03% -4,729 13F-HR Timeline