CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,461 $313K 0.01% +12 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,322 $311K 0.01% -60 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,450 $311K 0.07% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,446 $310K 0.02% -302 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 1,446 $310K 0.06% +905 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,443 $309K 0.07% +77 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,442 $309K 0.01% +677 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,441 $309K 0.01% +2 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 1,438 $308K <0.01% -148 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,427 $306K <0.01% +50 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,425 $306K 0.07% +343 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,425 $305K 0.01% -68 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,404 $301K 0.04% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,400 $300K 0.04% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,396 $299K 0.13% -442 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,382 $296K <0.01% -738 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,371 $294K 0.1% +94 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,370 $294K 0.09% +7 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,368 $293K 0.1% +66 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,356 $291K 0.11% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,353 $290K 0.01% -100 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,352 $290K 0.05% +457 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,350 $289K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,337 $287K 0.04% +6 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,337 $287K 0.01% +244 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 1,320 $283K 0.01% -1,300 13F-HR Timeline Group Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,313 $281K 0.06% +59 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,302 $279K 0.02% +120 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,292 $277K 0.22% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,285 $276K 0.06% -72 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,283 $275K 0.02% +127 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,279 $274K 0.01% +382 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,279 $274K 0.01% new 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,277 $274K 0.01% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,272 $273K 0.05% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,265 $271K 0.08% +36 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,252 $268K 0.02% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,250 $268K 0.01% 0 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 1,250 $268K 0.07% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,248 $268K 0.01% +13 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,240 $266K 0.03% +80 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,240 $266K 0.07% 0 13F-HR Timeline Group Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 1,238 $265K 0.12% new 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 1,237 $265K 0.25% +53 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,235 $265K 0.01% -238 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,141 $264K 0.01% -23 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,219 $261K 0.01% -60 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,212 $260K 0.01% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,209 $259K 0.02% +67 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 1,200 $257K 0.13% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,196 $256K <0.01% new 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,192 $256K 0.16% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,192 $256K 0.04% -10 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,187 $255K 0.04% +53 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,172 $251K 0.02% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,172 $251K 0.04% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 1,166 $250K 0.06% 0 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,164 $250K 0.09% +30 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,158 $248K 0.02% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,149 $246K 0.01% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,147 $246K <0.01% +8 13F-HR/A Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,144 $245K 0.02% +31 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,125 $241K 0.01% -1 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,125 $241K 0.05% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,119 $240K 0.01% -15 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,110 $238K 0.01% -487 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,103 $236K 0.1% -308 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,100 $236K 0.02% +700 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 1,100 $236K 0.13% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,093 $234K 0.01% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,087 $233K 0.1% -187 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 1,084 $232K 0.15% -22 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,079 $231K 0.01% -183 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,067 $229K <0.01% -71 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,062 $228K <0.01% -927 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,048 $225K 0.02% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,045 $224K 0.01% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,014 $217K 0.03% -202 13F-HR Timeline Torrey-Payne Wealth Management, LLC More: the full row for Torrey-Payne Wealth Management, LLC 1,000 $214K 0.2% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 997 $214K 0.01% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 997 $214K 0.01% -95 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,018 $212K 0.01% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 985 $211K 0.02% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 983 $211K 0.02% -1 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 983 $211K <0.01% -3,120 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 981 $210K 0.01% +972 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 970 $208K <0.01% new 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 967 $207K 0.01% new 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 962 $206K <0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 961 $206K <0.01% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 958 $205K <0.01% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 950 $204K 0.02% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 904 $203K 0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 932 $203K 0.13% +13 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 942 $202K 0.02% -471 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 939 $201K 0.07% new 13F-HR Timeline Group River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 937 $201K 0.02% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 886 $190K 0.01% +789 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 848 $182K 0.01% -2 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 819 $176K 0.02% -400 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 800 $171K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 719 $154K 0.01% -24 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 709 $152K 0.01% -42 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 707 $152K 0.02% +6 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 653 $140K 0.01% +141 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 631 $138K 0.09% -35 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 633 $136K 0.01% +51 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 625 $134K <0.01% +366 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 622 $133K 0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 615 $132K 0.01% -45 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 566 $121K 0.01% -137 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 512 $110K 0.02% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 507 $109K <0.01% +61 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 482 $103K 0.06% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 455 $97.5K 0.01% +97 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 424 $90.9K 0.07% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 408 $87.5K 0.02% +82 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 400 $85.7K <0.01% -97 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 398 $85.3K <0.01% -50 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 370 $79.3K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 342 $73.3K <0.01% +38 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 323 $69.2K <0.01% +50 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 286 $66.8K 0.01% -2,246 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 309 $66.3K <0.01% +45 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 296 $63.5K 0.02% +129 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 295 $63.2K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quent Capital, LLC More: the full row for Quent Capital, LLC 288 $61.6K <0.01% -1 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 285 $61.1K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 280 $60K <0.01% +50 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 279 $59.8K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 259 $56.6K <0.01% +24 13F-HR Timeline TOBAM More: the full row for TOBAM 263 $56K 0.01% -40 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 261 $55.9K 0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 260 $55.7K <0.01% -674 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 257 $55.1K <0.01% new 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 252 $54.1K <0.01% +99 13F-HR Timeline Group PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 250 $53.6K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 249 $53.4K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 249 $53.4K 0.01% +32 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 239 $51.2K 0.03% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 294 $50.6K 0.02% +131 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 235 $50.4K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 224 $48.9K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 222 $47.6K 0.01% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 221 $47.4K 0.03% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 214 $45.9K 0.02% -3 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 200 $42.9K 0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 195 $41.8K 0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 185 $39.7K 0.01% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 175 $37.6K 0.04% +35 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 161 $35K 0.02% -93 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 153 $32.8K <0.01% 0 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 151 $32.4K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 150 $32.2K <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 144 $30.9K 0.02% +84 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 143 $30.7K <0.01% +114 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 143 $30.7K 0.01% +4 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 140 $30K <0.01% +4 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 137 $29.5K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 137 $29.4K 0.01% +123 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 136 $29.2K <0.01% -10 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 133 $28.5K 0.02% -1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 132 $28.3K <0.01% +3 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 129 $27.7K <0.01% -3 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 127 $27.2K <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 123 $26.4K 0.02% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 123 $26.4K <0.01% +61 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 120 $25.7K 0.02% -22 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 116 $24.9K 0.02% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 115 $24.7K <0.01% +19 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 110 $23.6K <0.01% -9 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 108 $23.2K <0.01% -121 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 107 $22.9K <0.01% +3 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 103 $22.1K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 100 $21.4K <0.01% -18 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 98 $21K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 96 $20.6K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 93 $20.3K <0.01% +54 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 92 $19.7K <0.01% -15 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 91 $19.5K 0.02% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 84 $19.3K 0.01% 0 13F-HR/A Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 86 $18.4K 0.01% +46 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 86 $18.4K 0.01% +41 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 85 $18K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 82 $17.6K 0.01% +47 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 81 $17.4K 0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 74 $15.9K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 73 $15.6K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 71 $15.2K <0.01% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 71 $15.2K <0.01% new 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 68 $14.6K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 67 $14.4K 0.01% +7 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 62 $14.3K <0.01% +51 13F-HR Timeline Sapience Investments, LLC More: the full row for Sapience Investments, LLC 66 $14.1K 1.83% -3,187 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 64 $13.7K <0.01% +38 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 63 $13.5K <0.01% +52 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 62 $13.3K <0.01% +19 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 65 $13K <0.01% -32 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 62 $13K <0.01% +6 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 61 $13K <0.01% -18 13F-HR Timeline Group