Asset Dedication, LLC More: the full row for Asset Dedication, LLC 10,837 $1.12M 0.07% -279 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,800 $1.11M 0.04% -3,910 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 10,607 $1.09M 0.33% -266 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,125 $1.04M <0.01% -10,358 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 10,092 $1.04M <0.01% +451 13F-HR Timeline Group Level Financial Advisors More: the full row for Level Financial Advisors 10,032 $1.03M 0.23% +101 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 10,000 $1.03M 0.2% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 9,892 $1.02M 0.47% +997 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 9,748 $1M 0.54% -23 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 9,727 $1M 0.04% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 8,924 $981K 0.65% +2,695 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 9,486 $978K 0.17% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 9,475 $976K 0.04% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 9,447 $974K <0.01% +4,656 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,293 $958K 0.01% +308 13F-HR/A Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 9,190 $947K 0.02% -2,385 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 9,049 $932K 0.48% -677 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 9,006 $928K 0.13% +576 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 9,005 $928K 0.29% +926 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 8,905 $918K 0.08% +1,355 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 8,849 $912K 0.15% +1,744 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 8,798 $907K 0.1% -2,845 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 8,728 $899K 0.06% new 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 8,706 $897K 0.08% +1,496 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 8,558 $882K 0.02% +112 13F-HR Timeline Group Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 8,483 $874K 0.32% +2,360 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 8,435 $869K 0.09% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 8,435 $869K 0.01% +2,988 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 8,430 $869K 0.12% +729 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 8,379 $863K 0.54% +970 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 8,368 $862K <0.01% -5,224 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 8,284 $854K 0.11% -390 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 8,241 $849K 0.02% -1,912 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 8,206 $847K 0.07% +6,411 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 8,191 $840K 0.22% -146 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 8,121 $837K 0.15% +301 13F-HR Timeline Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 8,103 $835K 0.63% -30 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 8,000 $824K 0.26% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,987 $823K <0.01% +2,533 13F-HR/A Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 7,956 $820K 0.46% +2,889 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 7,571 $819K 0.3% +716 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 7,926 $817K 0.2% +5 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 7,917 $816K <0.01% new 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 7,772 $801K 0.26% +47 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 7,715 $795K 0.02% +2,120 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,700 $793K 0.03% -321 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 7,695 $793K 0.19% new 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 7,673 $791K 0.24% +132 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 7,608 $784K 0.04% -50 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 7,474 $770K 0.02% +767 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 7,446 $767K 0.48% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 7,417 $764K 0.02% new 13F-HR Timeline Group HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 7,149 $737K 0.06% new 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 7,116 $733K <0.01% new 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 7,066 $728K 0.18% +859 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,024 $724K <0.01% +1,068 13F-HR Timeline Group Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 6,914 $712K 0.17% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,903 $711K <0.01% +1,879 13F-HR Timeline Group WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 6,853 $706K 0.18% -2,347 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,668 $687K 0.01% +439 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 6,622 $682K 0.37% +2,106 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,570 $677K 0.03% +19 13F-HR Timeline INTEGRATED WEALTHCARE, LLC More: the full row for INTEGRATED WEALTHCARE, LLC 6,567 $677K 0.51% -2 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 6,547 $675K 0.08% +4,117 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 6,297 $649K 0.19% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 6,248 $644K 0.22% +218 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,204 $639K 0.03% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,197 $639K <0.01% -383 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 6,152 $634K 0.5% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,080 $627K <0.01% 0 13F-HR Timeline Group JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 6,044 $623K 0.06% +825 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,008 $619K 0.01% +2,641 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 5,859 $604K 0.18% +3,543 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,850 $603K 0.01% -169 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,672 $585K 0.02% -31 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 5,615 $579K 0.08% +8 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,607 $578K <0.01% new 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 5,265 $543K <0.01% +923 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,252 $541K 0.01% 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 5,235 $539K 0.13% -234 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,225 $538K 0.01% -229 13F-HR/A Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 5,195 $535K 0.03% 0 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 5,170 $533K 0.03% +50 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 5,028 $518K 0.09% -3,200 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 5,018 $517K 0.16% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,882 $503K 0.03% -2 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 4,840 $499K 0.05% 0 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 4,708 $485K 0.25% new 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 4,676 $482K 0.03% 0 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 4,651 $479K 0.02% 0 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 4,515 $465K 0.24% +1,653 13F-HR Timeline Aureum Wealth Management, LLC More: the full row for Aureum Wealth Management, LLC 4,511 $465K 0.29% -1,008 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 4,500 $464K 0.21% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,483 $462K 0.04% +104 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,465 $460K 0.03% +330 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 4,388 $452K 0.12% new 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 4,388 $452K 0.25% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,362 $450K 0.01% new 13F-HR Timeline R2 Capital Strategies, LLC More: the full row for R2 Capital Strategies, LLC 4,345 $448K 0.2% 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 4,275 $441K 0.21% +4 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 4,248 $438K 0.12% -341 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 4,134 $426K 0.13% -162 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 4,083 $421K <0.01% +776 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,082 $421K 0.02% -3,161 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 4,078 $420K 0.01% 0 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 4,009 $413K 0.06% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,998 $412K 0.05% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3,961 $408K 0.08% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,953 $407K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,944 $407K 0.01% +612 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 3,824 $394K 0.17% +1 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,800 $392K 0.04% +302 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 3,768 $388K 0.03% +244 13F-HR Timeline Group LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,847 $384K 0.05% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 3,716 $383K 0.04% new 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 3,464 $378K 0.12% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,666 $378K 0.01% +1,292 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 3,655 $377K 0.07% new 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 3,605 $371K 0.28% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,583 $369K <0.01% +114 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 3,540 $365K 0.17% +30 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 3,512 $362K 0.12% -43 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,508 $361K 0.02% +10 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,368 $347K 0.12% -1,087 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 3,347 $345K 0.05% new 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,342 $344K 0.02% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,339 $344K <0.01% new 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 3,334 $344K 0.04% -4,855 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,264 $336K <0.01% new 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,211 $331K 0.01% -652 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 3,201 $330K 0.11% -111 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 3,200 $330K 0.24% -34 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,083 $326K <0.01% -644 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,140 $324K 0.12% +379 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,136 $323K <0.01% +412 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 3,106 $320K 0.02% 0 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 3,090 $318K 0.19% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,077 $317K 0.05% +14 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,076 $317K 0.01% -13 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 3,067 $316K 0.06% 0 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 3,055 $316K 0.01% 0 13F-HR Timeline Group Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,020 $311K 0.1% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,004 $310K 0.01% +76 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,997 $309K <0.01% +2,295 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 2,979 $307K 0.01% -63,770 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 2,968 $306K 0.16% +95 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 2,963 $305K 0.15% -533 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,960 $305K 0.11% +419 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 2,924 $301K 0.13% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2,908 $300K 0.07% -370 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,861 $295K <0.01% -638 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,810 $290K 0.05% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,808 $289K 0.03% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,807 $289K 0.01% +81 13F-HR Timeline BFI Wealth Solutions, LLC More: the full row for BFI Wealth Solutions, LLC 2,787 $287K 0.21% +36 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 2,768 $285K <0.01% +36 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,752 $284K 0.01% new 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 2,720 $280K 0.02% -97 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,674 $276K 0.06% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,662 $274K <0.01% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 2,659 $274K <0.01% -66 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,636 $272K 0.01% +234 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 2,597 $268K 0.06% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,560 $265K 0.02% new 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 2,518 $259K 0.05% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,512 $259K 0.01% +84 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 2,508 $258K 0.21% +307 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,500 $258K 0.02% new 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 2,497 $257K 0.16% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,481 $256K 0.06% +46 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,473 $255K 0.01% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,431 $251K <0.01% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,423 $250K 0.02% new 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 2,411 $248K 0.02% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,408 $248K <0.01% +89 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,398 $247K <0.01% -5,561 13F-HR Timeline THOR INVESTMENT MANAGEMENT INC /OH/ /ADV More: the full row for THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 2,354 $243K 0.14% -46 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 2,353 $242K 0.09% +33 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 2,291 $236K 0.15% 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 2,270 $234K 0.03% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,236 $230K <0.01% new 13F-HR/A Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,218 $229K 0.02% +50 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 2,211 $228K 0.08% +27 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 2,197 $226K 0.12% -50 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,187 $225K -293,795 Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,172 $224K 0.06% 0 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 2,172 $224K 0.15% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,146 $222K 0.01% -43 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,089 $221K 0.02% +37 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 2,141 $221K 0.11% new 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 2,099 $216K 0.02% +21 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,080 $214K 0.05% 0 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 2,078 $214K 0.1% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 2,013 $207K 0.07% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,007 $207K 0.02% new 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 2,005 $207K 0.01% 0 13F-HR Timeline Group Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 1,999 $206K 0.08% new 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 1,997 $206K 0.07% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,962 $202K 0.03% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,810 $187K 0.03% 0 13F-HR Timeline