NWAM LLC More: the full row for NWAM LLC 4,374 $771K 0.04% +837 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,357 $769K 0.14% +991 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,358 $768K 0.02% +151 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,355 $768K 0.2% +239 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 4,339 $765K 0.01% -56,611 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 4,334 $764K 0.01% -137 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,300 $758K 0.04% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,276 $755K 0.05% +164 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 4,276 $754K 0.43% +2,237 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 4,275 $754K 0.3% 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,275 $754K 0.21% -2,381 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 4,267 $752K 0.07% new 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 4,264 $752K 0.12% +17 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,246 $749K 0.04% +43 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 4,230 $746K 0.43% -84 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,212 $744K 0.02% -236 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,206 $742K 0.06% +1,346 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 4,200 $741K 0.04% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,197 $740K 0.01% +1,875 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,180 $737K 0.03% +890 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 4,160 $733K 0.26% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 4,155 $733K 0.47% +675 13F-HR Timeline Regents Gate Capital LLP More: the full row for Regents Gate Capital LLP 4,143 $730K 0.97% -133,064 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,132 $728K 0.03% +1,191 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 4,116 $726K 0.32% +558 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 4,115 $726K 0.56% +789 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 4,103 $723K 0.08% +239 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,073 $718K 0.1% +4 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,526 $718K 0.53% +197 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 4,068 $717K 0.07% +231 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,066 $717K 0.08% +238 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 4,054 $715K 1.28% +69 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,046 $713K 0.09% +234 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 4,040 $712K 0.01% -14,170 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,037 $712K 0.13% +1,047 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,970 $710K 0.03% +132 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 4,000 $705K 0.19% 0 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 4,000 $705K 0.18% 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,998 $705K 0.05% +90 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,984 $703K 0.32% +628 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,879 $702K 0.05% +141 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 3,974 $701K 0.13% +603 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 3,958 $698K 0.04% -44 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 3,943 $695K 0.38% +366 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,929 $693K 0.02% +67 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,923 $692K 0.04% -19,597 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,915 $691K 0.16% +426 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,917 $691K 0.03% +3,324 13F-HR Timeline Handelsbanken Fonder AB More: the full row for Handelsbanken Fonder AB 3,915 $690K <0.01% +1,113 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 3,889 $687K 0.08% +600 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,889 $686K 0.01% +113 13F-HR Timeline Group MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 3,867 $682K 0.11% +19 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 3,866 $682K 0.22% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,858 $680K 0.05% -476 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 3,857 $680K 0.04% -4,898 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 3,834 $676K 0.55% -772 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 3,820 $674K 0.16% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,815 $673K 0.03% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,810 $672K 0.09% +891 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,807 $671K 0.21% +490 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 3,803 $671K 0.36% new 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 3,776 $667K 0.24% +195 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 3,782 $667K 0.18% -6 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,764 $664K 0.02% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,415 $664K 0.04% +106 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 3,756 $662K 0.28% -2,500 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,751 $661K 0.05% +3,483 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 3,749 $661K 0.37% +1,105 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,741 $660K 0.07% +202 13F-HR/A Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,730 $658K 0.28% -72 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 3,712 $654K 0.39% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,696 $652K 0.02% +38 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 3,693 $651K 0.03% new 13F-HR Timeline Group Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 3,679 $649K 0.11% +626 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 3,663 $646K 0.35% +1,858 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,658 $645K 0.05% +123 13F-HR/A Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,640 $642K 0.04% -1,905 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 3,633 $640K -6,367 Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 3,631 $640K 0.02% -1,248 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,619 $638K 0.01% +17 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 3,607 $636K 0.29% -11,378 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,596 $634K 0.07% -349 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 3,592 $633K 0.16% -400 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 3,581 $631K 0.09% -330 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 3,575 $630K 0.38% 0 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 3,564 $628K 0.04% -55 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,550 $626K 0.1% +5 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,542 $625K 0.03% +702 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 3,520 $621K 0.06% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,520 $621K 0.06% +37 13F-HR Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 3,512 $619K 0.46% +441 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 3,509 $619K 0.17% new 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 3,504 $618K 0.14% +165 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 3,500 $617K 0.08% new 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 3,500 $617K 0.25% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,492 $616K 0.08% +1,628 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,489 $615K 0.08% +387 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,474 $613K 0.11% -227 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,468 $611K 0.03% +1,100 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,456 $609K 0.05% -128 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,456 $609K 0.01% +145 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 3,450 $608K 0.86% -44 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,439 $606K 0.02% +25 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 3,424 $604K 0.4% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,542 $603K 0.07% +899 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 3,421 $603K 0.04% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 3,414 $602K 0.25% +450 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,411 $601K 0.09% -160 13F-HR Timeline Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 3,407 $601K 0.36% 13F-HR Timeline Group JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,401 $600K 0.05% -367 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,397 $599K 0.2% +69 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,395 $599K 0.02% +971 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,378 $596K 0.11% +40 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 3,371 $594K 0.09% -51 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 3,369 $594K 0.15% +480 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 3,358 $592K 0.05% +89 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 3,358 $592K 0.03% new 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,353 $591K 0.34% -12 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 3,349 $590K 0.06% +1,178 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,310 $584K 0.13% +197 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,305 $583K 0.18% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,298 $582K 0.13% -123 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,296 $581K 0.12% +1,860 13F-HR/A Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,280 $579K 0.08% +103 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 3,281 $579K 0.32% +53 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,270 $577K 0.02% +10 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 3,270 $577K 0.46% +329 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,266 $576K 0.18% -289 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,221 $568K 0.03% -2,791 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,220 $568K 0.06% +3,212 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 3,219 $568K 0.54% -279 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,206 $565K 0.15% -126 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,204 $565K 0.06% -2,550 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 3,200 $564K 0.46% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,200 $564K 0.1% new 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 3,199 $564K 0.01% +1,367 13F-HR Timeline Group Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,198 $564K 0.14% -23 13F-HR Timeline 6th Street Advisors, LLC More: the full row for 6th Street Advisors, LLC 3,190 $563K 0.32% +322 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 3,188 $562K 0.26% +94 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 3,184 $561K 0.07% 0 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 3,182 $561K 0.19% -342 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,169 $559K 0.02% 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,168 $559K 0.02% +1,339 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 3,160 $557K 0.04% +422 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 3,158 $557K 0.07% +673 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,155 $556K 0.01% -135 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 3,155 $556K 0.34% -58 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,150 $555K 0.22% 0 13F-HR Timeline Group Farmers National Bank More: the full row for Farmers National Bank 3,142 $554K 0.12% -254 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 3,082 $543K 0.3% -26 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,075 $542K 0.01% +440 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,067 $541K 0.01% +74 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 3,056 $539K 0.04% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,053 $538K 0.09% +279 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 3,015 $532K 0.09% +82 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 3,005 $530K 0.08% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 3,001 $529K 0.27% +1 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,001 $529K 0.03% new 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 3,000 $529K 0.06% -1,600 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 2,995 $529K 0.24% -246 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,984 $526K 0.11% +258 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 2,928 $517K 0.08% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,918 $514K 0.14% +184 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,908 $513K 0.35% +311 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,897 $511K 0.03% -199 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,893 $510K 0.03% +207 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,865 $505K 0.28% -47 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,861 $504K 0.03% +583 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 2,856 $504K 0.12% +302 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,847 $502K 0.01% -51 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 2,833 $500K 0.03% -162 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,826 $499K 0.03% +281 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,829 $499K 0.25% +211 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,814 $496K <0.01% +37 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 2,810 $495K 0.23% +8 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 2,800 $494K 0.19% 0 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 2,796 $493K 0.48% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,796 $493K 0.05% -415 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 2,792 $492K 0.29% -95 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,785 $491K 0.07% +31 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,780 $490K 0.02% +900 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 2,776 $489K 0.09% new 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 2,766 $488K 0.03% 0 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,763 $487K 0.03% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,760 $487K 0.05% +29 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,816 $485K 0.06% +16 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,745 $484K 0.06% -50 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,740 $483K 0.01% +247 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,738 $483K 0.01% +1,009 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,734 $482K 0.11% +1,101 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,732 $482K 0.12% -170 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 2,726 $481K 1.37% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,718 $479K 0.05% -182 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,711 $478K 0.28% -3,312 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,698 $476K 0.08% +1,106 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 2,700 $476K 0.06% -1,026 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 2,700 $476K 0.26% +400 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,700 $476K 0.07% +800 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,696 $475K 0.11% -656 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,693 $475K 0.02% +72 13F-HR Timeline