nVerses Capital, LLC More: the full row for nVerses Capital, LLC 2,885 $378K 0.85% new 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 2,881 $377K 0.08% -15,275 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,875 $377K 0.05% -40 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,855 $374K 0.1% +1,412 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,855 $374K 0.04% -36 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,849 $373K 0.01% -644 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,848 $373K 0.04% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,839 $372K 0.01% +1,383 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,836 $372K 0.05% +117 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,830 $371K 0.11% +123 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,825 $370K 0.04% 0 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 0 $370K 0.08% -2,820 13F-HR Timeline Amount filed as zero, left out of ratios. BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 2,819 $369K 0.04% +169 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 2,684 $369K 0.6% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,813 $369K 0.03% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,812 $368K 0.03% +745 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,781 $364K 0.04% -105 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,778 $364K 0.02% -126 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,773 $363K 0.04% +213 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,753 $361K 0.08% +47 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,752 $361K 0.02% +65 13F-HR/A Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 2,749 $360K 0.3% -922 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,747 $360K 0.02% +1,024 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,741 $359K 0.03% +139 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,735 $358K 0.21% new 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 2,732 $358K 0.18% -112 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 2,728 $357K 0.08% 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,725 $357K 0.05% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,715 $356K 0.02% -81 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,714 $356K 0.09% -143 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 2,706 $355K 0.32% -814 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,662 $349K 0.01% -257 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 2,640 $346K 0.07% new 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 2,634 $345K 0.09% +155 13F-HR Timeline Group Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,624 $344K 0.11% -52 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 2,623 $344K 0.11% -155 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 2,616 $343K 0.03% -21,072 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,613 $342K 0.22% 0 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 2,610 $342K 0.48% +190 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 2,603 $341K 0.22% +53 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 2,595 $340K 0.13% -1 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,593 $340K 0.04% +228 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,586 $339K 0.12% +96 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2,578 $338K 0.13% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,565 $336K 0.05% +93 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 2,565 $336K <0.01% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,561 $336K 0.02% +33 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,556 $335K 0.05% -883 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,546 $334K <0.01% +510 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,535 $332K 0.05% +796 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,528 $331K 0.03% -15,823 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,528 $331K 0.08% 0 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 2,522 $330K 0.01% -66,874 13F-HR Timeline Group NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,675 $330K 0.02% +1,105 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,519 $330K 0.01% +303 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,513 $329K 0.05% -48 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,510 $329K 0.07% +963 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,482 $325K 0.04% +215 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,465 $323K 0.02% -181 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,441 $320K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MidFirst Bank More: the full row for MidFirst Bank 2,767 $319K 0.03% 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,429 $318K 0.05% +76 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,427 $318K 0.11% +7 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 2,419 $317K 0.22% -60 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 2,402 $315K 0.24% 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 2,400 $314K 0.38% 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 2,400 $314K 0.18% -1 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 2,397 $314K 0.2% 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 2,393 $314K 0.23% +790 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,409 $313K 0.01% +1,380 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,377 $311K 0.05% -300 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,370 $311K 0.02% +159 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 2,370 $311K 0.17% +109 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,065 $310K 0.01% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,362 $310K 0.04% +237 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,353 $308K 0.01% +701 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,348 $308K <0.01% +170 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,338 $306K 0.02% +125 13F-HR Timeline Group Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,940 $306K 0.03% -68 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,331 $305K 0.04% +188 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 2,323 $304K 0.01% 0 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 2,317 $304K 0.29% 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 2,316 $303K 0.16% +2,284 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,315 $303K 0.04% 0 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 2,305 $302K 0.28% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,301 $302K 0.03% new 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,300 $301K 0.07% 0 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 2,299 $301K 0.09% +3 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,297 $301K 0.02% +664 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 2,291 $300K 0.31% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,284 $299K 0.06% +718 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 2,281 $299K 0.09% -121 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,278 $298K 0.01% +26 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 2,267 $297K 0.07% 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,263 $297K <0.01% -693 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 2,262 $296K 0.13% +26 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,249 $295K 0.11% +1 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,248 $295K 0.05% +347 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 2,246 $294K 0.16% 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,246 $294K 0.03% new 13F-HR Timeline Verdad Advisers, LP More: the full row for Verdad Advisers, LP 2,244 $294K 0.34% 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 2,243 $294K 0.05% -28 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 2,236 $293K 0.14% -12 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,232 $292K 0.07% +97 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 2,218 $291K 0.14% 13F-HR/A Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,213 $290K 0.07% +48 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,208 $289K 0.04% -94 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,201 $288K 0.07% -687 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 2,199 $288K 0.1% -548 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,183 $286K 0.08% -420 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,170 $284K 0.01% +98 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 2,157 $283K 0.11% 0 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 2,158 $283K 0.11% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,140 $280K 0.07% -10 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,127 $279K 0.12% -2,345 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,113 $277K 0.04% -338 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,103 $276K 0.05% +146 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 2,009 $275K 0.1% new 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 2,100 $275K 0.13% -100 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,095 $275K 0.01% -49 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,095 $275K 0.02% new 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,089 $274K 0.01% +4 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,144 $272K 0.02% +81 13F-HR/A Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 2,070 $271K <0.01% -680 13F-HR/A Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 2,068 $271K 0.06% 0 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 2,062 $270K 0.08% -12,377 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2,053 $269K 0.07% +833 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 2,050 $269K 0.2% -500 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 2,048 $268K 0.04% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,034 $267K 0.03% +364 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,033 $266K <0.01% new 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,025 $265K 0.02% -482 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 2,022 $265K 0.11% +56 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,021 $265K 0.1% -447 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 1,825 $262K 0.01% -17,141 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,000 $262K 0.09% new 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 2,000 $262K 0.08% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,000 $262K 0.07% 0 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 1,998 $262K 0.07% -80 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 1,998 $262K 0.05% +169 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,993 $261K 0.04% -308 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,992 $261K 0.01% +516 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,988 $260K 0.01% -5,119 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,982 $260K 0.03% 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,974 $259K 0.03% -81 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,968 $258K 0.2% new 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,962 $257K <0.01% +328 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 1,960 $257K 0.25% 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 1,944 $255K 0.03% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,940 $254K 0.01% -46 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,939 $254K 0.02% +176 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,935 $254K 0.07% 0 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,925 $252K 0.02% +247 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 1,924 $252K 0.05% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,923 $252K <0.01% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,921 $252K 0.01% 0 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 1,913 $251K 0.04% new 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,912 $251K 0.05% +132 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 1,907 $250K 0.21% -3,350 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 1,888 $247K 0.11% -36 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,886 $247K 0.13% -411 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,883 $247K 0.12% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,860 $244K 0.03% +46 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,859 $244K 0 Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 1,854 $243K 0.04% -10 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,851 $243K 0.07% -65 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 1,850 $242K 0.17% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,848 $242K 0.03% -81 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,839 $241K 0.1% +510 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,835 $240K 0.01% -430 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,690 $240K 0.04% -600 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 1,824 $239K 0.22% 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 1,818 $238K 0.01% +340 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 1,808 $237K 0.11% 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,802 $236K 0.04% +135 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,799 $236K 0.01% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,797 $235K 0.04% -727 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 1,792 $235K 0.17% 0 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 1,789 $234K 0.1% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,787 $234K 0.01% -3,731 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 1,777 $233K 0.02% new 13F-HR Timeline Group CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,777 $233K 0.09% -260 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,772 $232K 0.07% -223 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 1,764 $231K 0.05% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,764 $231K 0.04% -176 13F-HR Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 1,760 $231K 0.18% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,752 $230K 0.07% -255 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,747 $229K 0.01% new 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 1,746 $229K 0.18% 0 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,742 $228K 0.02% +254 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 1,742 $228K 0.02% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,741 $228K 0.01% +191 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 1,741 $228K 0.05% new 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 1,739 $228K 0.07% +42 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,736 $227K 0.06% 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 1,750 $227K 0.13% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,728 $226K 0.01% -300 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,725 $226K 0.03% -31 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,724 $226K 0.04% +124 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,715 $225K 0.03% 0 13F-HR Timeline