Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 27,939 $2.24M 0.06% -7,600 13F-HR Timeline Group Martin Worley Group More: the full row for Martin Worley Group 27,901 $2.24M 1.09% -113 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,771,003 $2.23M 0.14% +1,766,003 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 27,250 $2.18M 0.04% -125 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 27,143 $2.17M 0.86% -1,101 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 26,540 $2.13M 0.14% -3,671 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 26,488 $2.12M 0.01% +507 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 26,345 $2.11M 0.01% 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 25,978 $2.08M <0.01% +2,427 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 25,897 $2.07M 0.18% +855 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 25,876 $2.07M 0.57% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 25,425 $2.04M 0.01% +15,221 13F-HR Timeline Group Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 25,227 $2.02M 0.66% new 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 24,832 $1.99M 0.08% 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 24,741 $1.98M 0.84% -200 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 24,668 $1.98M 0.57% -50 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 24,478 $1.96M 0.02% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 24,045 $1.93M 0.02% +99 13F-HR Timeline Group Allianz SE group of 2 filers holding More: the full row for Allianz SE 22,979 $1.84M +975 Timeline STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 22,594 $1.81M <0.01% +20,254 13F-HR Timeline Group INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 22,435 $1.8M 0.51% +2,000 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 21,635 $1.73M 0.06% -1,017 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 21,520 $1.72M 0.66% -4,426 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 21,233 $1.7M 1.29% +66 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 21,180 $1.7M 0.69% -50 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 21,146 $1.69M 0.1% new 13F-HR/A Timeline 10Elms LLP More: the full row for 10Elms LLP 21,028 $1.68M 1.6% +1,010 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 20,792 $1.67M 0.19% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 20,689 $1.66M 0.05% -257 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 20,618 $1.65M 0.01% -344 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 20,552 $1.65M 0.38% +382 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 20,222 $1.62M 0.48% +1,560 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 19,773 $1.58M 0.02% +5,596 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 19,693 $1.58M 1.21% +3,111 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 19,400 $1.55M 0.39% 0 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 19,326 $1.55M 0.85% -15,554 13F-HR Timeline Forest Hill Capital, LLC More: the full row for Forest Hill Capital, LLC 19,200 $1.54M 1.09% 0 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 19,115 $1.53M 0.81% +350 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 18,860 $1.51M 0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 18,798 $1.51M 0.01% -3,090 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 18,687 $1.5M 0.37% +1,297 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 18,424 $1.49M <0.01% -2,094 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 18,429 $1.48M 0.18% +2,890 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 18,188 $1.46M 1.08% -196 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 18,000 $1.44M 0.36% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 17,931 $1.44M 0.66% +3,571 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 17,881 $1.43M <0.01% +783 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 17,830 $1.43M 0.09% +2,260 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 17,784 $1.42M 0.73% -22 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 17,535 $1.4M 0.33% +6,820 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 17,198 $1.38M 0.04% +4,189 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 17,096 $1.37M 0.05% +155 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 17,074 $1.37M 0.02% +491 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 16,883 $1.35M 0.03% +1,291 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 16,815 $1.35M 0.02% -8,029 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 16,612 $1.33M 0.03% 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 16,456 $1.32M 0.37% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 16,339 $1.31M 0.51% +6,779 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 16,318 $1.31M 0.03% +332 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 16,116 $1.29M 0.44% +945 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 15,921 $1.28M 0.11% +1,644 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 15,759 $1.27M 0.96% +5,634 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 15,252 $1.22M 0.08% -30 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 15,207 $1.22M 0.03% -165 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 15,029 $1.2M 0.19% +3,243 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 14,820 $1.19M 0.47% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,665 $1.17M 0.02% +2,313 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 14,662 $1.17M 0.42% +2,729 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 14,598 $1.17M <0.01% -139 13F-HR Timeline Group COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 14,515 $1.16M 0.3% -100 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 14,496 $1.16M 1.11% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 14,342 $1.15M 0.05% +3,738 13F-HR Timeline Group McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 14,140 $1.13M 0.22% +2,924 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 14,047 $1.13M 0.03% +7 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 13,696 $1.1M 0.25% +821 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,643 $1.09M 0.03% +2,576 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 13,562 $1.09M 0.38% -444 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 13,368 $1.07M 0.03% +1,268 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 13,366 $1.07M <0.01% new 13F-HR/A Timeline Group Creekside Partners More: the full row for Creekside Partners 13,139 $1.05M 0.5% +1,104 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 13,041 $1.04M 0.62% -391 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 12,981 $1.04M 0.01% +21 13F-HR Timeline Group First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 12,892 $1.03M 0.37% +965 13F-HR/A Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 12,772 $1.02M 0.05% +175 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 12,712 $1.02M 0.13% -1,107 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 12,707 $1.02M 0.59% -1,210 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 12,664 $1.01M 0.29% +45 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 12,627 $1.01M 0.1% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 12,554 $1.01M 0.01% +6 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 12,310 $986K 0.05% 0 13F-HR/A Timeline CHOREO, LLC More: the full row for CHOREO, LLC 12,108 $970K 0.01% +2,513 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 12,019 $963K 0.3% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11,982 $960K 0.02% +8,674 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 11,873 $951K 0.15% +167 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 11,869 $951K 0.73% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 11,867 $951K 0.01% -2,319 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 11,738 $940K 0.16% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 11,657 $934K 0.19% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 11,536 $924K 0.01% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 11,341 $909K 0.36% +908 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,991 $903K 0.02% +9 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 11,236 $900K 0.65% +5,269 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 11,265 $900K 0.02% +6,174 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 11,215 $898K 0.13% -130 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 11,213 $898K <0.01% +1,187 13F-HR Timeline Group Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 11,173 $895K 0.24% -228 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 11,131 $892K 0.07% +151 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 11,025 $883K 0.22% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 10,954 $878K 0.34% +4,109 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 10,648 $853K 0.12% -270 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 10,538 $844K 0.51% -275 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 10,518 $843K 0.23% -99 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 10,456 $838K <0.01% -615 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 10,374 $831K 0.47% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 10,108 $810K 0.07% +57 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 10,042 $804K 0.05% +41 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 9,996 $801K 0.03% +1,112 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 9,961 $798K 0.41% +31 13F-HR Timeline Busey Bank More: the full row for Busey Bank 9,777 $783K 0.02% -50 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 9,673 $775K <0.01% -734 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 10,427 $768K 0.13% 0 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 9,547 $765K 0.49% +1,858 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 9,242 $743K 0.01% +9,031 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 9,214 $738K 0.63% -343 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,142 $732K 0.03% +3,216 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 9,104 $729K 0.74% -9 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 8,983 $720K +4,214 Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 8,966 $718K 0.24% -655 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 8,893 $712K 0.06% +186 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 8,850 $709K 0.44% -50 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 8,813 $706K 0.45% new 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 8,530 $682K 0.37% +615 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 8,510 $682K 0.08% +1,363 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 8,426 $675K <0.01% +558 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 8,400 $673K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,389 $672K 0.06% -2 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,356 $669K 0.03% +361 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 8,188 $656K 0.17% +7 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 8,170 $655K 0.18% -166 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,169 $654K 0.01% +2,354 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,101 $649K 0.02% -80 13F-HR/A Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 8,025 $643K <0.01% 0 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 7,981 $639K 0.16% +39 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 7,829 $627K 0.05% +6 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 7,818 $626K 0.17% +226 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 7,808 $625K 0.16% +349 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 7,706 $617K 0.1% -9 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 7,555 $605K 0.04% +323 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 7,568 $604K 0.02% +767 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 7,503 $601K 0.13% -88 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 7,480 $599K 0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,302 $585K <0.01% -856 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 7,289 $584K 0.23% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,032 $579K 0.01% -831 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 7,213 $578K 0.05% +1,851 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 7,206 $577K 0.42% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 7,152 $573K 0.15% +86 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 7,148 $573K 0.13% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 7,147 $573K 0.45% +545 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 7,138 $572K 0.02% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 7,048 $565K 0.18% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 7,013 $562K 0.12% -568 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,989 $560K 0.01% 0 13F-HR Timeline Group PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 6,756 $541K 0.37% +584 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 6,736 $540K 0.07% +64 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 6,727 $539K 0.09% -536 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 6,721 $538K 0.11% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 6,628 $531K 0.06% -239 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 6,550 $525K 0.4% +79 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 6,517 $522K 0.76% +319 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 6,502 $521K -1,998 Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,458 $517K 0.01% +2,968 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 6,397 $513K 0.27% new 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 6,274 $503K 0.26% +1,144 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 6,254 $501K 0.03% -702,036 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 6,247 $500K 0.22% -319 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,223 $499K 0.04% +750 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,199 $497K 0.02% +6 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 6,162 $494K 0.03% +67 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 6,157 $493K <0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,154 $493K 0.03% +27 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 6,075 $487K 0.14% 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 6,070 $486K 0.18% -501 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 6,047 $484K 0.15% 0 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 6,038 $484K 0.33% +727 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 6,012 $482K 0.99% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 6,004 $481K <0.01% -569 13F-HR/A Timeline Group True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 6,000 $481K 0.03% 0 13F-HR Timeline Friday Financial More: the full row for Friday Financial 5,981 $479K 0.24% +60 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 5,898 $473K 0.37% -382 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,864 $470K 0.01% +515 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 5,849 $469K 0.23% new 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 5,836 $468K 0.12% -505 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 5,808 $465K 0.58% new 13F-HR Timeline Compound Planning, Inc. 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