WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 5,174 $684K 0.31% +185 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 6,020 $683K 0.4% +50 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 6,002 $681K 0.03% -1,192 13F-HR Timeline Group Monument Capital Management More: the full row for Monument Capital Management 5,976 $678K 0.17% +13 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 5,949 $675K 0.07% -20 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 5,948 $675K 0.07% -1,617 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 5,945 $674K 0.01% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,934 $673K 0.13% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,927 $672K 0.38% 0 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 5,920 $671K 0.65% new 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 5,911 $670K 0.37% 0 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 5,864 $665K 0.47% -151 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,856 $664K 0.07% +47 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 5,840 $662K 0.19% +3,900 13F-HR Timeline ADAPT Investment Managers SA More: the full row for ADAPT Investment Managers SA 5,801 $658K 0.22% new 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 5,789 $657K 0.4% -160 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 5,781 $656K 0.11% -59 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 5,754 $653K 0.08% +35 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 5,582 $651K 0.46% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 5,740 $651K 0.26% +2 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 5,735 $650K 0.04% -1,665 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 5,716 $648K 0.42% -1,142 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 5,700 $646K 0.35% -166 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 5,688 $645K 0.09% +227 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 5,673 $643K 0.46% +127 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 4,993 $639K 0.4% +543 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 5,632 $639K 0.42% -15 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 5,593 $634K 0.08% -42 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 5,570 $632K 0.04% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 5,546 $629K 0.16% +1,386 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,544 $629K 0.01% +400 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 5,526 $627K 0.04% +786 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 5,525 $627K 0.09% -3,578 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 5,520 $626K 0.22% +76 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 5,512 $625K 0.43% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 5,500 $624K 0.07% 0 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 5,493 $623K 0.16% +413 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 5,486 $622K 0.01% +1,122 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,477 $621K 0.06% -25 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 5,472 $621K 0.24% +252 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 5,463 $620K 0.1% +681 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 5,433 $616K 0.08% -2,110 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 5,427 $616K 0.11% +53 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,413 $614K 0.02% +1,153 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 5,375 $610K 0.26% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 5,371 $609K 0.26% -2,478 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 5,361 $608K 0.05% -157 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 5,356 $607K 0.03% +404 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,354 $607K 0.13% +12 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 5,351 $607K 0.05% 0 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,342 $606K 0.14% +144 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,317 $603K 0.07% +572 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 5,304 $602K 0.08% new 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 5,301 $601K 0.23% +6 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 5,300 $601K 0.05% +953 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 5,295 $601K 0.52% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,295 $601K 0.08% -159 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 5,270 $598K 0.33% -2,733 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 5,270 $598K 0.21% +102 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 5,255 $596K 0.46% -10 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 5,234 $594K 0.1% -88 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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More: the full row for NBT BANK, N.A. 5,181 $588K 0.04% -419 13F-HR Timeline Group Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,177 $587K 0.22% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,171 $587K 0.05% +277 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 5,167 $586K 0.05% +477 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 5,157 $585K 0.21% +1,885 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 5,140 $583K 0.14% +4,160 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 5,125 $581K 0.06% +95 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,581 $578K 0.01% -143 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 5,094 $578K 0.13% -128 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5,085 $577K 0.12% -68 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 5,079 $576K 0.1% +3,101 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 5,078 $576K 0.04% -69,081 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 5,075 $576K 0.24% 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 5,045 $572K 0.06% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 5,020 $569K 0.12% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 5,019 $569K 0.04% +119 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 5,008 $568K 0.24% +22 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 5,000 $567K 0.08% 0 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 4,998 $567K 0.17% +241 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 4,913 $566K 0.37% -570 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 4,980 $565K 0.01% -15,120 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,969 $564K 0.04% +207 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,942 $561K 0.23% -797 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,935 $560K 0.17% -13 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 4,916 $558K 0.33% -500 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 4,311 $557K 0.19% -125 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,885 $554K 0.12% -869 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 4,856 $551K 0.18% -22 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,854 $550K 0.02% new 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 4,846 $550K 0.02% 0 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 4,843 $549K 0.08% 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 4,844 $549K 0.17% +1,105 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 4,825 $547K 0.07% -6,063 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,816 $546K 0.01% -1,682 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 4,811 $546K 0.1% -7 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,809 $545K 0.01% -99 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 4,801 $545K 0.08% +333 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 4,801 $544K 0.14% +908 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 4,800 $544K 0.11% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,793 $544K 0.03% new 13F-HR Timeline Group Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,793 $544K 0.18% -799 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,776 $542K 0.06% +2,331 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,775 $542K 0.03% -6 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 4,759 $540K 0.01% +2,036 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,705 $534K 0.06% +653 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 4,703 $533K 0.25% -22,797 13F-HR Timeline Group COWA, LLC More: the full row for COWA, LLC 4,675 $530K 0.14% -44 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,662 $529K <0.01% -145 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,651 $528K 0.01% -28,860 13F-HR Timeline Group CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 4,613 $523K 0.08% +750 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,606 $522K 0.03% -1,057 13F-HR Timeline Group Prostatis Group LLC More: the full row for Prostatis Group LLC 4,598 $521K 0.13% +67 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 4,582 $520K 0.2% -558 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 4,582 $520K 0.09% +4 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 4,575 $519K 0.19% +514 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 4,560 $517K 0.13% -41 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,551 $516K 0.18% +6 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 4,550 $516K 0.26% -1,470 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 4,545 $515K 0.06% +1,036 13F-HR Timeline Group Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 4,541 $515K 0.08% -1,069 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 4,535 $514K 0.23% +454 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,524 $513K <0.01% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,522 $513K 0.04% -1,914 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,522 $513K 0.02% -489 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,519 $512K 0.02% -188 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 4,507 $511K 0.07% 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 4,503 $511K 0.25% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,500 $510K 0.01% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,498 $510K 0.11% +899 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 4,483 $508K 0.23% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 4,481 $508K 0.23% -523 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 4,008 $504K 0.19% +244 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 4,440 $504K 0.08% +1,694 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,439 $503K 0.03% -29 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 4,439 $503K 0.14% +151 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 4,428 $502K 0.39% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 4,425 $502K 0.1% -1,917 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 4,405 $500K 0.14% +66 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 4,318 $498K 0.37% -902 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,381 $497K 0.02% +340 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,376 $496K 0.01% -50 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,375 $496K 0.02% -1,489 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 4,375 $496K 0.31% -183 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 4,363 $495K 0.4% +802 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,355 $494K 0.12% +49 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 4,351 $493K 0.14% +14 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,350 $493K 0.05% -165 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 4,319 $490K 0.26% 0 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 4,304 $488K 0.19% -531 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,302 $488K 0.05% +217 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 4,299 $488K 0.1% -309 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,284 $486K 0.35% -931 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 4,284 $485K 0.19% -97 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,273 $485K 0.04% +396 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 4,257 $483K <0.01% -8,644 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,248 $482K 0.06% +673 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,247 $482K 0.11% +2,485 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,247 $482K 0.02% -2,840 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 4,238 $481K 0.02% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,237 $481K 0.02% +105 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 4,221 $479K 0.1% +331 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 4,221 $479K 0.1% +66 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 4,213 $478K 0.01% +10 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 4,204 $477K 0.06% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 4,205 $477K 0.14% -8 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 4,192 $475K 0.08% -211 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,188 $475K 0.07% +2,263 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4,188 $475K 0.06% +1,782 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 4,162 $472K 0.17% 0 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 4,159 $472K 0.16% -152 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,146 $470K 0.07% new 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 4,134 $469K 0.2% -74 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,120 $467K 0.08% +148 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,116 $467K 0.11% -62 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 4,112 $466K 0.09% 0 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 4,110 $466K 0.3% -1 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 4,103 $465K 0.1% new 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 4,100 $465K 0.28% 0 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 4,099 $465K 1.7% +270 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,092 $464K 0.1% +87 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 4,088 $464K 0.05% +847 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 4,087 $464K <0.01% +322 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,069 $461K 0.03% +96 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 4,062 $461K 0.07% +2,966 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 4,052 $460K 0.11% +600 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 4,040 $458K 0.12% +211 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,019 $456K 0.02% +642 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,015 $455K 0.11% +3,948 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,011 $455K 0.07% -4,836 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,008 $455K 0.02% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,983 $452K 0.02% -25,230 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,982 $452K 0.03% +958 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,966 $450K 0.2% +100 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 3,959 $449K 0.28% +95 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 3,951 $448K 0.35% +143 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 4,800 $448K 0.24% 13F-HR Timeline