Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,547 $1.37M 0.01% +924 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 5,535 $1.36M 0.01% +8 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 5,501 $1.35M 0.38% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 5,444 $1.34M 0.49% -608 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 5,421 $1.33M 0.16% +719 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 5,414 $1.33M 1.31% -276 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 5,406 $1.33M 1.04% +1 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,392 $1.33M 0.04% -628 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 5,350 $1.32M 0.02% +200 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 5,344 $1.32M 0.07% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,320 $1.31M 0.02% +414 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,318 $1.31M 0.01% +3,509 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,295 $1.3M 0.06% +67 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,225 $1.29M 0.11% +1,451 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,188 $1.28M 0.02% -439 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 5,134 $1.26M 0.2% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,097 $1.26M 0.01% +51 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,045 $1.24M 0.07% -1,099 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 5,025 $1.24M <0.01% -3,646 13F-HR Timeline Group GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 5,007 $1.23M 0.6% -31 13F-HR Timeline Macco Financial Group, Inc. More: the full row for Macco Financial Group, Inc. 4,983 $1.23M 0.8% -76 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,940 $1.22M 0.01% +747 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 4,932 $1.21M 0.01% -1,114 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 4,905 $1.21M 0.13% -176 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 4,906 $1.21M 0.06% 0 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 4,905 $1.21M 0.9% +177 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 4,868 $1.2M 0.84% -49 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,841 $1.19M 0.01% +1,044 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,841 $1.19M 0.02% +96 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 4,838 $1.19M 0.14% +512 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,824 $1.19M 0.01% +841 13F-HR Timeline Group Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 4,812 $1.18M 0.24% +29 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,780 $1.18M 0.03% +232 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,753 $1.17M 0.01% -233 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 4,737 $1.17M 0.1% +1 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 4,724 $1.16M 0.04% +350 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 4,721 $1.16M 0.98% +19 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,667 $1.15M 0.01% +404 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 4,655 $1.15M 0.03% 0 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,618 $1.14M 0.07% +304 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,617 $1.14M 0.04% +34 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,600 $1.13M 0.07% -188 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 4,590 $1.13M 0.86% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,008 $1.12M 0.26% new 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 4,471 $1.1M 0.22% +102 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,426 $1.09M 0.02% -1,052 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,451 $1.09M 0.01% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 4,423 $1.09M 0.28% +835 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,386 $1.08M 0.04% -177 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 4,380 $1.08M 0.09% -67 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 4,350 $1.07M 0.33% +635 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,298 $1.06M 0.03% +26 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 4,285 $1.06M 0.14% +20 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,276 $1.05M 0.09% +65 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 4,245 $1.05M 0.06% 0 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 4,244 $1.04M 0.16% -50 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,220 $1.04M 0.09% -8,431 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,218 $1.04M 0.04% 0 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,234 $1.04M 0.06% +160 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 4,209 $1.04M 0.28% new 13F-HR Timeline Entruity Wealth, LLC More: the full row for Entruity Wealth, LLC 4,191 $1.03M 0.67% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,184 $1.03M 0.07% -49 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CVFG LLC More: the full row for CVFG LLC 4,180 $1.03M 0.11% +6 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,120 $1.01M 0.06% +59 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,117 $1.01M 0.07% -90 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,096 $1.01M 0.14% -165 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 4,079 $1M 0.22% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 4,078 $1M 0.15% -32 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,056 $999K <0.01% +805 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,010 $987K 0.03% -885 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 3,989 $982K 0.55% -84 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,988 $982K 0.01% +529 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,987 $982K 0.33% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 3,929 $967K 0.23% +5 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,896 $959K 0.02% -1,552 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,896 $959K <0.01% +1,165 13F-HR Timeline Group Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 3,844 $946K 0.52% -21 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,843 $946K 0.08% +75 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 3,806 $937K 0.32% -240 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,772 $929K 0.03% +121 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 3,759 $926K 0.15% -319 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 3,756 $925K 0.61% -109 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,733 $919K 0.13% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,720 $916K 0.03% -162 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,719 $916K 0.06% 0 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 3,712 $914K 0.09% +45 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,698 $911K 0.05% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,684 $907K 0.06% -11 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,682 $907K 0.01% +362 13F-HR/A Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,680 $906K 0.02% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,657 $900K 0.01% -715 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 3,648 $898K 0.4% +64 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 3,624 $892K 0.25% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 3,678 $888K 0.41% 0 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 3,605 $888K 0.21% 0 13F-HR/A Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 3,594 $885K 0.37% +5 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,589 $884K 0.02% -34 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,561 $877K 0.06% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,523 $867K 0.01% -129 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,506 $863K 0.01% +2 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 3,501 $862K 0.18% -26 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,471 $855K 0.02% +199 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,448 $849K 0.01% +1,506 13F-HR/A Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 3,448 $849K 0.04% 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 3,430 $844K 0.17% +1,715 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,418 $842K 0.3% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,414 $841K 0.04% +34 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,411 $840K 0.01% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,367 $829K 0.03% -2,713 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,365 $828K 0.02% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 3,352 $825K 0.2% -62 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 3,350 $825K 0.26% 0 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,321 $818K 0.37% +399 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 3,315 $816K 0.18% -20 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 3,307 $814K 0.05% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 3,304 $813K 0.05% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,414 $811K +2,235 Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,284 $809K 0.06% -1 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,300 $808K <0.01% +3,200 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 3,270 $805K 0.02% 0 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 3,252 $801K 0.03% +2 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,197 $787K 0.25% new 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,183 $784K 0.29% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 3,175 $782K 0.11% -663 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,135 $772K 0.01% -36,221 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,092 $761K 0.03% +81 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 3,086 $760K 0.31% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,072 $757K 0.01% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,066 $755K 0.03% +1 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,063 $754K 0.06% +608 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,062 $754K 0.02% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,059 $753K 0.41% -300 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 3,056 $752K 0.2% -89 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 3,013 $742K 0.17% +1,452 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 3,000 $739K 0.11% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,984 $735K 0.02% -25 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,981 $734K <0.01% +1,401 13F-HR Timeline Group King Wealth Management Group More: the full row for King Wealth Management Group 2,975 $733K 0.08% +5 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 2,975 $732K 0.03% 0 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 2,970 $731K 0.25% +2,819 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 2,954 $727K 0.47% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,949 $726K <0.01% +212 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,923 $720K 0.01% -507 13F-HR Timeline Group Narwhal Capital Management More: the full row for Narwhal Capital Management 2,917 $718K 0.05% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,912 $717K 0.11% +110 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 2,916 $715K 0.08% +2,316 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,901 $714K 0.01% -59 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 2,881 $709K 0.35% 0 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 2,872 $707K 0.51% -82 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,859 $704K 0.02% -29 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,854 $703K 0.04% 0 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 2,853 $702K 0.17% +97 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,851 $702K 0.01% +465 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,786 $686K 0.02% +59 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,763 $680K 0.03% -2 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,712 $668K 0.05% 0 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 2,704 $666K 0.15% +1,046 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,676 $659K 0.17% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,645 $651K 0.03% +433 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,622 $646K 0.05% new 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 2,610 $643K 0.32% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 2,573 $634K 0.16% -1 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,561 $631K 0.12% -720 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,511 $618K 0.06% +1 13F-HR Timeline Bridgelight Financial Advisors, Inc. More: the full row for Bridgelight Financial Advisors, Inc. 2,500 $616K 0.42% -101 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 2,493 $614K 0.52% +15 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 2,492 $614K 0.14% +77 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,485 $612K 0.02% +5 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,484 $612K 0.1% +536 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,481 $611K 0.01% +485 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,473 $609K 0.04% -118 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,445 $602K 0.06% +373 13F-HR/A Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,440 $601K <0.01% +560 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,479 $599K 0.06% -174 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,429 $598K 0.03% +1 13F-HR Timeline Group Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 2,428 $598K 0.1% -94 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,428 $598K 0.02% -41 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,410 $593K 0.07% 0 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,398 $590K 0.07% -210 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,393 $590K 0.01% +146 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 2,391 $589K 0.13% 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 2,383 $587K 0.3% -63 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,378 $585K 0.11% -117 13F-HR/A Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,353 $579K 0.06% +27 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 2,336 $575K 0.08% +1,252 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,312 $569K 0.01% -23 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,394 $569K 0.04% +988 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 2,404 $568K 0.06% +1,167 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,308 $568K 0.05% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,303 $567K 0.18% -5,309 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,292 $564K 0.03% +4 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,290 $564K 0.36% +5 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 2,273 $560K 0.23% new 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 2,271 $559K 0.05% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,269 $559K 0.04% +369 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,237 $551K 0.07% +97 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,229 $549K 0.01% -3 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 2,228 $549K 0.11% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,219 $546K 0.06% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,205 $543K 0.06% -96 13F-HR Timeline