CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,064 $729K 0.1% 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 2,063 $729K 0.36% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,050 $724K 0.03% +107 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,044 $722K 0.03% new 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 2,040 $721K 0.21% +723 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,038 $720K 0.3% +198 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 2,037 $720K 0.26% +44 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,034 $719K 0.08% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,023 $715K 0.14% +15 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,019 $713K 0.03% -160 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 2,017 $713K 0.22% -9,898 13F-HR Timeline RATIONAL ADVISORS, INC. 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More: the full row for Itau Unibanco Holding S.A. 1,994 $704K 0.02% -10,058 13F-HR Timeline Group Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,980 $699K 0.25% -619 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 1,978 $699K 0.55% +1 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,976 $698K 0.06% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,975 $698K 0.05% +428 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,971 $696K 0.19% +30 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,971 $696K 0.29% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,971 $696K <0.01% -4,862 13F-HR Timeline Group ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 1,971 $696K 0.6% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,965 $694K 0.01% +356 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,047 $693K 0.07% +546 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 1,953 $690K 0.69% 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,951 $689K 0.36% +405 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 1,946 $687K 0.39% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,044 $686K 0.05% +178 13F-HR Timeline Group Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,934 $683K 0.06% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,925 $680K 0.05% +58 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,921 $679K 0.07% 0 13F-HR Timeline Recurrent Investment Advisors LLC More: the full row for Recurrent Investment Advisors LLC 1,919 $678K 0.05% -236 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,886 $674K 0.09% -151 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,906 $673K 0.06% +51 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 1,902 $672K 0.25% +1 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,901 $672K 0.08% +41 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,895 $669K 0.02% +383 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,894 $669K 0.13% +40 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 1,891 $668K 0.7% 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 1,887 $667K 0.26% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,877 $663K 0.01% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,875 $662K 0.02% +148 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,873 $662K 0.23% -4 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 1,871 $661K 0.11% -100 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,851 $654K 0.02% +488 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,849 $653K 0.26% 0 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 1,849 $653K 0.48% 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 2,247 $650K 0.14% +14 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,831 $647K 0.09% +115 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,830 $646K 0.07% -434 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,829 $646K 0.3% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,825 $645K 0.13% -273 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,819 $643K 0.07% +89 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,813 $641K 0.02% +163 13F-HR Timeline Group Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,866 $639K 0.33% +3 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,791 $633K 0.01% new 13F-HR Timeline Group Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 1,789 $632K 0.14% +37 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 1,782 $630K 0.2% -288 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,778 $628K 0.2% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,833 $628K 0.08% +308 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,775 $627K 0.04% +609 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,771 $626K 0.22% 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,758 $621K 0.03% -408 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,758 $621K 0.04% -116 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,753 $619K 0.1% +273 13F-HR Timeline STF Management LP More: the full row for STF Management LP 1,752 $619K 0.58% -2,941 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,749 $618K 0.06% -306 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,747 $617K 0.09% -22 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 1,746 $617K 0.21% new 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 1,737 $614K 0.08% +22 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,731 $612K 0.02% new 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,729 $611K 0.31% -46 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,729 $611K 0.01% +325 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,727 $610K 0.01% -23,335 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,720 $608K 0.05% +43 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,155 $608K 0.07% +220 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,719 $607K 0.03% -93 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,715 $606K 0.05% +60 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 1,700 $601K 0.12% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,698 $600K 0.18% 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,697 $599K 0.02% -4,040 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 1,693 $598K 0.11% 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,686 $596K 0.04% +324 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,683 $595K 0.06% +113 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,683 $595K 0.05% 0 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,678 $593K 0.22% +525 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,677 $592K 0.02% -340 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 1,666 $589K 0.05% 0 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 1,665 $588K 0.44% +70 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 1,656 $585K 0.15% new 13F-HR Timeline Group Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,640 $579K 0.26% +179 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1,634 $577K 0.16% -6 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,644 $576K 0.18% +192 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,629 $575K 0.38% -34 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,615 $570K 0.02% +381 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,613 $570K 0.04% +101 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,611 $569K 0.02% -18 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,607 $568K 0.01% 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 1,605 $567K 0.35% +15 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,601 $566K 0.02% +465 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,600 $565K 0.1% -370 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,600 $565K 0.03% +284 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,600 $565K 0.06% +291 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,597 $564K 0.41% +324 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,592 $562K 0.04% +2 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 1,592 $562K 0.3% +1 13F-HR Timeline Avantax Planning Partners, Inc. 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More: the full row for Wealth Dimensions Group, Ltd. 1,554 $549K 0.11% -5 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,551 $548K 0.06% +5 13F-HR Timeline TCV Trust & Wealth Management, Inc. 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More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,531 $541K 0.3% new 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 1,525 $539K 0.16% 0 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 1,523 $538K 0.06% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,517 $536K 0.05% +43 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,508 $533K 0.22% +417 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 1,505 $532K 0.31% new 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 1,504 $531K 0.03% +300 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,501 $530K 0.01% -15 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,500 $530K 0.15% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,497 $529K 0.03% +11 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,492 $527K 0.03% +16 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,492 $527K 0.23% -1 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,491 $527K 0.42% -13 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,488 $526K 0.06% -9 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,487 $525K 0.02% +92 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 1,475 $521K 0.35% +25 13F-HR Timeline Whalen Wealth Management Inc. 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More: the full row for Legacy Financial Advisors, Inc. 1,352 $478K 0.07% +214 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,349 $477K 0.11% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,347 $476K 0.03% +57 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,346 $476K 0.02% +49 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,344 $475K 0.07% -3 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 1,344 $475K 0.19% 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 1,339 $473K 0.03% -294 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,331 $470K 0.03% -52 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 1,330 $470K <0.01% +1 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,326 $468K 0.02% +59 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,324 $468K 0.03% +620 13F-HR Timeline Group Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 1,323 $467K 0.06% +22 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,323 $467K 0.02% 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,322 $467K 0.12% +58 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 1,319 $466K 0.04% -14 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 1,305 $461K 0.1% +246 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 1,304 $461K 0.06% -661 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 1,302 $460K 0.01% +200 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,301 $460K 0.05% +6 13F-HR Timeline