CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 21,396 $1.57M 0.22% +14,051 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 21,363 $1.57M 0.06% +4,818 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 21,244 $1.56M 1.08% -1,160 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 21,222 $1.56M 0.03% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 21,161 $1.55M 1.2% +88 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 26,261 $1.55M 0.63% -233 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 21,050 $1.55M 0.74% +4 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 20,884 $1.55M 0.86% +11,970 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 20,950 $1.54M 0.4% -26,423 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 20,940 $1.54M 0.39% +1,025 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 20,843 $1.53M 0.13% 0 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 20,681 $1.52M 1.29% +3,252 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 20,613 $1.51M 1.49% +255 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 20,436 $1.5M 0.34% -388 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 20,273 $1.49M 0.17% +285 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 20,177 $1.48M 0.04% -334 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 20,149 $1.48M 0.63% +1,197 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 20,082 $1.48M 0.28% +4,671 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 20,000 $1.47M 0.18% -495 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 19,867 $1.46M 0.29% 0 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 19,718 $1.46M 0.91% -325 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 19,848 $1.46M 0.49% -279 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 19,762 $1.45M 0.2% -6,059 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 19,688 $1.45M 0.06% +57 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 19,680 $1.45M 0.36% +1,485 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 19,678 $1.45M 0.09% +139 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 19,626 $1.44M 0.16% +9,545 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 19,615 $1.44M 0.02% -17,235 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 19,586 $1.44M 0.17% +85 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 1,687,290 $1.43M 0.81% +1,667,863 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 19,207 $1.41M -123 Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 19,178 $1.41M 1.18% +236 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 19,112 $1.4M 0.73% +625 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 19,111 $1.4M 0.65% +6,524 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 19,070 $1.4M <0.01% +1,550 13F-HR Timeline Group Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 19,040 $1.4M 0.05% new 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 19,071 $1.39M 0.02% +1,519 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 18,960 $1.39M 0.54% -17 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 18,853 $1.38M 0.03% -40 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 18,839 $1.38M 0.01% -850 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 18,805 $1.38M 0.14% -217 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 18,774 $1.38M 0.02% -82,278 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 18,688 $1.37M 0.62% +6,387 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 18,682 $1.37M 0.33% +10,665 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 18,681 $1.37M 0.1% -960 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 18,494 $1.37M 0.09% -739 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 18,618 $1.37M 0.85% +2,495 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 18,599 $1.37M 0.02% 0 13F-HR Timeline Group Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 18,565 $1.36M 0.76% +2,714 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 18,536 $1.36M 0.24% -624 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 18,399 $1.35M 0.08% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 18,384 $1.35M 0.11% +13 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 18,348 $1.35M 0.05% +13,786 13F-HR/A Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 18,340 $1.35M <0.01% +4,660 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 18,323 $1.35M 0.06% +635 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 18,057 $1.33M 0.12% +329 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 18,029 $1.32M 0.29% -834 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 19,001 $1.31M 1.06% -1,952 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 17,855 $1.31M 0.59% +1,091 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 17,263 $1.3M 0.08% +6 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 17,643 $1.3M 0.09% +15,842 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 17,419 $1.28M 0.54% +2,025 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 17,017 $1.27M 0.01% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 17,244 $1.27M 0.16% -424 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 16,922 $1.25M 0.29% +5,301 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 16,904 $1.24M 0.05% +1,778 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 16,790 $1.23M 0.46% +185 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 16,629 $1.22M 0.4% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 16,628 $1.22M 0.14% +1,367 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 16,578 $1.22M 0.22% +163 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 16,535 $1.21M 0.07% new 13F-HR/A Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 16,535 $1.21M 0.01% new 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 16,387 $1.2M 0.29% +465 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 16,346 $1.2M 0.26% new 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 16,335 $1.2M 0.1% +8,557 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 16,285 $1.2M 0.36% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 16,251 $1.19M 0.18% +1,248 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 16,231 $1.19M 0.03% -125 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 16,206 $1.19M 0.19% +144 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 16,179 $1.19M 0.19% -2,834 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 16,183 $1.19M 0.46% +168 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 16,163 $1.19M 0.04% +3,489 13F-HR Timeline Group COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 16,153 $1.19M 0.06% -944 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 16,105 $1.18M 0.02% +1,247 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 16,087 $1.18M 0.13% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 16,046 $1.18M 0.05% +2,594 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 15,945 $1.17M 0.05% +437 13F-HR Timeline Group RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 15,821 $1.16M 0.36% +77 13F-HR/A Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 15,774 $1.16M 0.49% 0 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 15,724 $1.16M 0.65% +55 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 15,718 $1.15M 0.9% +28 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 15,712 $1.15M 0.07% -24 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 15,684 $1.15M 0.38% -878 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 15,642 $1.15M 0.29% +104 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 15,636 $1.15M 0.33% -18 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 15,583 $1.14M 0.02% +8,084 13F-HR Timeline Group Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 15,574 $1.14M 0.18% -197 13F-HR Timeline Group TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 15,507 $1.14M 0.39% 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 15,506 $1.14M 0.38% -1,319 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 15,470 $1.14M 0.06% 0 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 15,444 $1.13M 0.61% +6,550 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 15,396 $1.13M <0.01% -369 13F-HR Timeline Group ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 15,382 $1.13M 0.08% +167 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 15,364 $1.13M 0.02% +863 13F-HR Timeline Group Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 15,293 $1.12M 0.88% +135 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 15,186 $1.12M 0.06% +2,687 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 15,214 $1.12M 0.18% -304 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 15,156 $1.11M 0.01% 0 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 15,156 $1.11M 0.05% new 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 15,095 $1.11M 0.73% +1,057 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 15,059 $1.11M 0.18% -452 13F-HR/A Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 15,040 $1.1M 0.04% +11,492 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 14,994 $1.1M 0.03% +5,321 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 14,976 $1.1M 0.34% new 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. 14,942 $1.1M 0.02% +57 13F-HR Timeline Group Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 14,917 $1.1M 0.89% +900 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 14,817 $1.09M 0.43% 0 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 14,752 $1.08M 0.81% +298 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 14,647 $1.08M 0.23% -379 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 14,559 $1.07M 0.6% -110 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 14,511 $1.07M 0.3% +4,231 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 14,451 $1.06M 0.29% 0 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 14,425 $1.06M 0.11% new 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 14,257 $1.06M 0.74% +666 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 14,405 $1.06M 0.6% +70 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 14,356 $1.05M 0.59% -1,074 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 14,351 $1.05M 0.04% +2,573 13F-HR Timeline Group Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 14,322 $1.05M 0.19% +1,568 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 14,317 $1.05M 0.77% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 14,289 $1.05M 0.36% +130 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 14,284 $1.05M 0.06% -3,831 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 14,231 $1.05M 0.51% -80 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 14,228 $1.05M 0.05% +54 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 14,228 $1.05M 0.02% +1,238 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 14,057 $1.03M 0.03% +792 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 14,025 $1.03M 0.06% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 14,000 $1.03M 0.02% +4,743 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 13,618 $1.02M 0.02% -341 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 13,811 $1.01M 0.68% 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 13,809 $1.01M 0.58% 0 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 13,722 $1.01M 0.61% +1,382 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 13,551 $995K 0.22% +551 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 13,509 $992K 0.32% +2,498 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 13,448 $988K 0.08% +3,930 13F-HR/A Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 13,428 $986K 0.63% 0 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 13,427 $986K 0.68% -1,288 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 13,402 $985K 0.13% +161 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 13,373 $982K 0.28% -69 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 13,357 $981K 0.05% +6,707 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 13,280 $976K 0.01% +1,245 13F-HR Timeline Group Welch Group, LLC More: the full row for Welch Group, LLC 13,239 $973K 0.04% new 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 13,223 $971K 0.44% 0 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 13,197 $970K 0.45% +1,163 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 13,256 $970K 0.06% +40 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 13,152 $966K 0.21% +1,656 13F-HR/A Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 21,525 $965K 0.42% +55 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 13,105 $963K 0.02% -854 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 13,038 $958K 0.04% +969 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 12,701 $933K 0.15% -200 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 12,688 $932K 0.2% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 12,675 $931K 0.03% 0 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 12,628 $928K 0.08% -1,709 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 12,621 $927K 0.09% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 12,494 $926K 0.03% +637 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 12,591 $925K 0.08% -235 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 12,572 $924K 0.2% -6 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 12,498 $918K 0.29% new 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 12,477 $917K 0.27% -400 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 12,432 $913K 0.05% -185 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 12,418 $912K 0.53% 0 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 12,351 $907K 0.45% -97 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 12,262 $901K 0.33% +1,175 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 12,165 $894K 0.37% +1,151 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 12,095 $888K 0.21% +1,011 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 12,045 $885K 0.28% +6 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 12,016 $883K 0.16% -5,556 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 11,940 $877K 0.31% -157 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 11,921 $876K 0.41% -2,057 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,853 $871K 0.04% -44,822 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 11,643 $864K 0.13% 0 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 11,743 $863K 0.15% +429 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 11,726 $861K 0.01% -133 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 11,701 $860K 0.03% +5,963 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 11,670 $857K 0.3% -772 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 11,635 $855K 0.02% -13,209 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 11,475 $843K 0.13% +123 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 11,466 $842K 0.19% -5,186 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11,445 $841K 0.03% +1,328 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 11,423 $839K 0.22% -1,486 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 11,409 $838K 0.53% +3,197 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,378 $836K 0.05% -4,742 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 11,354 $834K 0.37% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,293 $830K 0.05% +950 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 11,213 $824K 0.08% -1,660 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 11,112 $816K 0.28% +417 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 11,078 $814K 0.4% +1,289 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 11,067 $813K 0.08% +311 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 11,034 $811K 0.08% +2 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 11,000 $808K 0.11% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 10,936 $803K 0.09% +45 13F-HR Timeline