MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 14,942 $1.15M 0.8% +12 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 14,937 $1.15M 0.42% +120 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 14,934 $1.15M 0.23% +16 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 14,879 $1.15M 0.02% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 14,866 $1.15M 0.31% +280 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 14,780 $1.14M 0.52% +13 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 14,705 $1.13M 0.4% -162 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 14,692 $1.13M 0.12% +6,603 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 14,687 $1.13M 0.17% -878 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 14,683 $1.13M 0.81% -305 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 14,674 $1.13M 0.56% +9 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 14,630 $1.13M 0.03% +80 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 14,625 $1.13M 0.08% +1,059 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 14,605 $1.13M 0.36% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 14,590 $1.13M 0.37% +1,825 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 14,467 $1.12M 0.86% +50 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 13,355 $1.11M 0.29% +2,215 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 14,415 $1.11M 0.06% -1,431 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 14,404 $1.11M 0.17% +2,934 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 14,348 $1.11M 0.59% +148 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 14,314 $1.1M 0.51% +55 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 14,317 $1.1M 0.74% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 14,276 $1.1M 0.01% -3,250 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 14,267 $1.1M 0.06% -2,671 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 14,266 $1.1M 0.05% +936 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 14,244 $1.1M 0.61% -680 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 14,222 $1.1M 0.02% +10,254 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 14,167 $1.09M 0.03% +1,715 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 14,129 $1.09M 0.52% +10,549 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 14,099 $1.09M 0.16% +224 13F-HR Timeline Group HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 14,047 $1.08M 0.51% -392 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 14,009 $1.08M 0.05% +3,639 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 13,871 $1.07M 0.48% +3,088 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 13,861 $1.07M 0.01% -176 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 13,810 $1.06M 0.08% +3,814 13F-HR Timeline CNB Bank More: the full row for CNB Bank 13,778 $1.06M 0.45% +11,235 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 13,731 $1.06M 0.87% +262 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 13,728 $1.06M 0.02% +17 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 13,567 $1.05M 0.09% +1,518 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 $1.04M 0.23% 0 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 13,539 $1.04M 0.61% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 13,518 $1.04M 0.06% +5 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 13,456 $1.04M <0.01% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 13,444 $1.04M 0.02% -13,236 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 13,428 $1.04M 0.67% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 13,413 $1.03M 0.49% +190 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 13,408 $1.03M 0.04% -35 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 13,365 $1.03M 0.15% -466 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 13,335 $1.03M 0.08% +2,854 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 13,239 $1.02M 0.04% 0 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 13,212 $1.02M 0.55% +1,443 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 13,066 $1.01M 0.08% -1,343 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 13,012 $1M 0.34% -2,100 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 13,009 $1M 0.23% +1,275 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 12,959 $999K 0.05% -4,214 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 13,199 $996K 0.05% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 12,923 $996K <0.01% +2,299 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 12,793 $986K 0.79% +2,312 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 12,766 $984K 0.34% -95 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 12,641 $975K 0.12% -761 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 12,626 $974K 0.09% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 11,781 $973K 0.03% +2,957 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 11,410 $972K 0.92% -12,345 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 11,962 $972K 0.06% +12 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 12,498 $964K 0.29% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 12,486 $963K 0.01% +1,256 13F-HR/A Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 12,445 $960K 0.63% +12,263 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 12,435 $959K 0.55% -25 13F-HR Timeline Great Hill Capital LLC More: the full row for Great Hill Capital LLC 12,416 $957K 0.6% +5,311 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 12,385 $955K 0.25% -145 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 12,382 $955K 0.06% -359 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 12,365 $953K 0.24% +1,018 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 12,335 $951K 0.08% +7,000 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 12,307 $948K 0.22% -143 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 12,283 $947K 0.17% +837 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 12,282 $947K 0.64% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 12,181 $939K 0.82% -2,000 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 12,162 $938K 0.27% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 12,103 $933K 0.04% +159 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 12,098 $933K 0.08% +1,212 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 12,002 $925K 0.06% +3,677 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 11,995 $925K 0.04% +537 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 12,312 $919K 0.06% +84 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 11,892 $917K 0.25% -21 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 11,847 $914K 0.01% +1,369 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 11,802 $910K 0.26% +5,568 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 11,783 $909K 0.57% 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 11,730 $904K <0.01% 0 13F-HR Timeline Group RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 11,696 $902K 0.08% -1,091 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 11,635 $897K 0.38% +1,308 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 11,623 $896K 0.07% +8 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 11,622 $896K 0.16% +155 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 11,579 $893K 0.45% +158 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 11,564 $892K 0.02% +5,865 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. 11,523 $889K 0.01% -3,391 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 11,500 $887K 0.11% -500 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 11,483 $885K 0.11% +2,807 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 11,433 $882K 0.26% -1,127 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 11,372 $877K 0.12% +421 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 11,341 $875K 0.28% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 11,326 $873K 0.92% -2,377 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 11,262 $868K 0.09% +1 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 11,259 $868K 0.33% -96 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 11,233 $866K 0.05% +4,306 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 11,229 $866K 0.01% -321 13F-HR Timeline Group Providence First Trust Co More: the full row for Providence First Trust Co 11,214 $865K 0.3% -177 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 11,160 $861K 0.06% +347 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 11,200 $860K 0.24% +94 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,156 $860K 0.01% +597 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 10,256 $859K 0.06% +219 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 11,136 $859K 0.17% +686 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 11,142 $857K 0.21% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 11,079 $854K 0.29% new 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 11,051 $852K 0.86% -10,502 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 11,007 $849K 0.09% +70 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 10,950 $844K 0.36% +428 13F-HR/A Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 10,914 $842K 0.81% -109 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 9,865 $839K 0.33% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 10,877 $839K 0.19% -267 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 10,861 $837K 0.5% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 10,843 $836K 0.07% +4,169 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 10,814 $834K 0.68% +3 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 10,736 $828K 0.09% +3,377 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 10,730 $827K 0.09% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 10,700 $825K 0.09% +633 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 10,677 $823K 0.06% -24 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 10,584 $816K 0.11% +671 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 10,570 $815K 0.26% new 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 10,502 $810K 0.25% -6,620 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 10,502 $810K 0.42% -101 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 10,500 $810K 0.01% 0 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 10,500 $810K 0.38% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 10,494 $809K 0.02% +1,040 13F-HR Timeline Group BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 10,493 $809K 0.02% +4,935 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 10,480 $808K 0.02% new 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 10,464 $807K 0.1% +38 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 10,454 $806K 0.11% -146 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 10,377 $800K 0.11% -365 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 10,364 $799K 0.32% +102 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 10,261 $799K 0.28% +5,947 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 10,344 $798K 0.09% +58 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 10,294 $794K 0.45% +2 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 10,282 $793K 0.11% +48 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 10,280 $793K 0.09% +6 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 10,275 $792K 0.44% +5,933 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 10,255 $791K 0.13% +130 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 10,241 $790K 0.03% -75 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 10,216 $788K 0.05% -25 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 10,146 $783K 0.25% -1,061 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 10,146 $782K 0.06% +610 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 9,998 $771K 0.05% +3,787 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9,978 $769K 0.02% 0 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 9,970 $769K 0.37% +36 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 9,905 $764K 0.15% +6,271 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 9,884 $762K 0.13% +2,017 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 9,872 $761K 0.46% +4,144 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 9,844 $759K 0.85% +15 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 9,821 $757K 0.26% +2,208 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 9,816 $757K 0.12% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 9,784 $754K 0.08% 0 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 9,779 $754K 0.25% -1,400 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 9,728 $750K 0.04% -211 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 9,726 $750K 0.06% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 9,712 $749K 0.01% +673 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 9,690 $747K 0.02% +685 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 9,544 $736K 0.05% +2,330 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 9,542 $736K 0.02% -428 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 9,536 $735K 0.22% -1,992 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 9,487 $732K 0.17% +492 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 9,484 $731K 0.09% +1,450 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,481 $731K 0.02% +2,468 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 9,441 $728K 0.31% -166 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,409 $726K 0.03% +4,190 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 9,390 $724K 0.17% new 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 9,385 $724K 0.12% +9 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 8,450 $722K 0.43% +4,004 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 9,364 $722K 0.77% -6,621 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 9,351 $721K 0.39% +3 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 9,280 $716K 0.38% -164 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,274 $715K 0.01% -3,671 13F-HR Timeline Group Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 9,268 $715K 0.4% +2,514 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9,257 $714K 0.02% +782 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 9,211 $710K 0.4% -1,190 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 8,303 $709K 0.01% +1,148 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 9,189 $709K 0.1% +1,131 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 9,189 $709K 0.45% +4,850 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 8,525 $708K 0.13% +25 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 9,168 $707K 0.25% +1,514 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 9,131 $704K 0.13% +5,667 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 9,111 $703K 0.08% -3 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 9,045 $697K 0.02% +1,693 13F-HR Timeline Group Athena Investment Management More: the full row for Athena Investment Management 9,018 $695K 0.36% +1,116 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 8,998 $694K 0.01% -751 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 8,976 $692K 0.29% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 8,826 $681K 0.07% -559 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 8,767 $676K 0.12% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,750 $675K 0.08% +978 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 8,745 $674K 0.37% -240 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 8,723 $673K 0.63% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 8,670 $669K 0.06% +5,414 13F-HR Timeline