Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10,088 $862K 0.02% +831 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 10,067 $861K 0.04% +339 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 9,997 $855K 0.64% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 9,982 $854K 0.02% +292 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 9,950 $851K 0.25% -552 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 9,866 $843K 0.09% +677 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 9,851 $842K 0.13% -54 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 9,837 $841K 0.22% +4,319 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 9,832 $841K 0.29% -18,763 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 9,820 $840K 0.11% +4 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 9,818 $839K 0.12% +6,717 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 9,789 $837K 0.18% 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 9,771 $835K 0.25% +603 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 9,755 $834K 0.01% +43 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Krilogy Financial LLC More: the full row for Krilogy Financial LLC 9,677 $827K 0.02% -2,104 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 9,667 $826K 0.28% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 9,643 $824K 0.27% -1,616 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 9,570 $818K 0.31% +129 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 9,817 $818K 0.39% +466 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 9,542 $816K 0.02% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 9,308 $809K 0.24% -1,834 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 9,436 $807K 0.04% +2,657 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 9,427 $806K 0.12% +42 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 9,370 $802K 0.07% +5,370 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 9,365 $801K 0.23% -781 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 9,356 $800K 0.22% -180 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 9,351 $799K 0.19% -1,013 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 9,333 $798K 0.31% +4,149 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 9,310 $796K 0.37% +42 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 9,275 $793K 0.12% +2,840 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 9,233 $789K 0.01% +1,159 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 9,202 $787K 0.07% +91 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 9,186 $785K 0.04% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 9,147 $782K 0.02% +2,307 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 9,106 $778K 0.09% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 9,050 $774K 0.07% new 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 9,049 $774K 0.25% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 9,048 $774K 0.06% +378 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 8,986 $768K 0.39% -225 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 8,967 $767K 0.59% +4,765 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 8,958 $766K 0.07% +333 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 8,899 $761K 0.34% -381 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 8,893 $760K 0.72% -471 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 8,842 $756K 0.01% +3,092 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 8,767 $749K 0.12% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,747 $748K 0.07% -3 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 8,723 $746K 0.61% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 8,720 $745K 0.01% +5,505 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 8,619 $737K 0.01% -4,825 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,618 $737K 0.04% -926 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,617 $737K 0.08% +262 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 8,602 $735K 0.16% +6 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 8,591 $734K 0.23% +160 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 8,571 $733K 0.18% +356 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 8,568 $732K 0.48% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 8,567 $732K 0.11% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 8,523 $729K 0.02% -58 13F-HR Timeline Group Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 8,524 $728K 0.27% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 8,500 $727K 0.14% -25 13F-HR/A Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 8,476 $725K 0.27% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 8,465 $724K 0.22% +1,230 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 8,464 $724K 0.03% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 8,390 $717K 0.08% -1,094 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 8,373 $716K 0.16% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 8,345 $713K 0.09% +300 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 8,339 $713K 0.04% +3,901 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 8,287 $708K 0.15% +135 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 8,277 $708K 0.42% -741 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 8,272 $707K 0.09% +160 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 8,241 $705K 0.17% +539 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 8,233 $704K 0.19% +53 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 8,176 $699K 0.46% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 8,186 $699K 0.07% -8,854 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 8,144 $696K 0.53% +2,320 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 8,134 $695K 0.05% 0 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 8,102 $693K 0.27% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 8,102 $693K 0.27% +518 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 8,072 $690K 0.02% +157 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 8,069 $690K 0.05% +225 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 8,067 $690K 0.2% +305 13F-HR/A Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 8,049 $688K 0.03% 0 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 8,050 $688K 0.03% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 8,044 $688K 0.2% new 13F-HR Timeline BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 8,034 $687K 0.51% +1,224 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 8,028 $686K +3 Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 8,000 $684K 0.11% -102 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 7,944 $679K 0.33% -801 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 7,933 $678K 0.45% 0 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 7,926 $678K 0.14% -193 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 7,899 $675K 0.09% +50 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 7,887 $672K 0.07% +481 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 7,855 $672K 0.18% -20 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 7,840 $670K 0.19% +17 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 7,828 $669K 0.19% +1,322 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 7,819 $668K 0.07% -330 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 7,806 $667K 0.21% -805 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 7,798 $667K 0.04% +15 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 7,775 $665K 0.25% +2,757 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 7,755 $663K 0.4% 0 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 7,750 $663K 0.43% +2,421 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 7,747 $662K 0.02% -105 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 7,703 $659K 0.06% +568 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 7,684 $657K 0.01% +425 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 7,676 $656K 0.04% +608 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 7,673 $656K 0.01% +2,882 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 7,656 $654K 1.47% -2,188 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 7,622 $652K 0.01% 0 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 7,566 $647K 0.65% +83 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 7,558 $646K 0.1% -1,573 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 7,547 $645K 0.04% +6,229 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 7,533 $644K 0.15% -213 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 7,522 $643K 0.25% +2,360 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 7,512 $642K 0.22% +4,869 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 7,473 $639K 0.14% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 7,471 $639K 0.56% +1,567 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 7,385 $631K 0.08% 0 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 7,366 $630K 0.16% 0 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 7,361 $629K 0.02% new 13F-HR/A Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 7,358 $629K <0.01% +1,822 13F-HR Timeline Group Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 7,342 $628K 0.18% +102 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 7,328 $626K <0.01% 0 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 7,327 $626K 0.03% +3,649 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 7,324 $626K 0.12% +288 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 7,322 $626K 0.27% +7 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,317 $626K 0.05% +548 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,279 $622K 0.06% -7,413 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 7,277 $622K 0.2% new 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 7,271 $622K 0.04% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 7,271 $622K 0.05% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 7,257 $620K 0.34% -20 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 7,239 $619K 0.74% 0 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 7,220 $617K 0.15% +32 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 7,218 $617K 0.08% +138 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 7,211 $616K 0.14% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 7,206 $616K 0.01% 0 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 7,174 $613K 0.22% +194 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 7,171 $613K 0.49% +3,110 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 7,130 $610K 0.06% +3,078 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 7,121 $609K 0.09% +306 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 7,116 $608K 0.07% +76 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 7,110 $608K 0.04% 0 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 7,098 $607K 0.23% +253 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 7,078 $605K 0.08% +8 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 7,071 $605K 0.29% -137 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 7,067 $604K 0.12% +953 13F-HR/A Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 7,240 $604K 0.18% +27 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 7,002 $599K 0.42% 0 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 6,998 $598K 0.24% -120 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 6,995 $598K 0.44% -1,544 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 6,994 $598K 0.41% 0 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 6,994 $598K 0.18% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 6,942 $593K 0.06% +3,507 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,931 $593K 0.03% +67 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,911 $591K 0.03% -118 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 6,873 $588K 0.03% +3 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 6,865 $587K 0.23% -3,000 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 6,858 $586K 0.03% +1,534 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 6,816 $583K 0.04% -660 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 6,802 $582K 0.24% -673 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 6,796 $581K 0.76% +111 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 6,792 $581K 0.08% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 6,767 $578K 0.04% +2,795 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,757 $578K 0.04% -539 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 6,755 $577K 0.43% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,778 $573K 0.03% +324 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 6,639 $568K 0.07% 0 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 6,639 $568K 0.53% +18 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 6,616 $566K 0.17% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 6,598 $564K 0.05% +9 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,594 $564K 0.04% +2,854 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,579 $562K 0.01% +1,336 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 6,579 $562K 0.22% -805 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 6,579 $562K <0.01% +207 13F-HR Timeline Collaborative Capital Advisors LLC More: the full row for Collaborative Capital Advisors LLC 6,550 $560K 0.35% 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 6,547 $560K 0.28% -38 13F-HR Timeline Busey Bank More: the full row for Busey Bank 6,524 $558K 0.01% -1,018 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 6,510 $557K 0.11% +40 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 6,501 $556K 0.06% -10 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 6,462 $552K 0.1% 0 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 6,502 $552K 0.28% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 6,456 $552K 0.07% -719 13F-HR Timeline Ruane, Cunniff & Goldfarb L.P. More: the full row for Ruane, Cunniff & Goldfarb L.P. 6,420 $549K 0.01% +508 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 6,394 $547K 0.3% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 6,340 $542K 0.01% new 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 6,335 $542K 0.12% -98 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 6,297 $538K 0.07% +2,662 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 6,277 $537K 0.4% +2,640 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 6,269 $536K 0.01% +177 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,261 $535K 0.03% +76 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 6,249 $534K 0.56% -516 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 6,231 $533K 0.07% -1,823 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 6,222 $532K 0.26% 0 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 6,208 $531K 0.14% -2,085 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 6,022 $527K 0.11% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,162 $527K 0.1% +2,784 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 6,121 $523K 0.08% -14 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 6,115 $523K 0.17% +3,028 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,093 $521K 0.06% +2,617 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 6,088 $520K 0.15% +28 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 6,079 $520K 0.01% new 13F-HR Timeline