South Dakota Investment Council More: the full row for South Dakota Investment Council 3,100 $1.34M 0.02% -200 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 3,100 $1.34M 0.04% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,677 $1.33M 0.14% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 3,079 $1.33M 0.41% -70 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,077 $1.33M 0.03% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,473 $1.33M 0.09% -2 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,073 $1.33M 0.08% -3,078 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,072 $1.33M 0.07% +773 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 3,195 $1.32M 0.01% -1,134 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,057 $1.32M 0.07% -714 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 3,056 $1.32M 0.07% +7 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 3,056 $1.32M 0.04% +1,184 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,039 $1.31M 0.02% -25,961 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 3,293 $1.31M 0.17% -101 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,011 $1.3M 0.17% +1,620 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,984 $1.3M 0.24% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,000 $1.29M 0.35% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,981 $1.29M 0.02% +166 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 2,965 $1.28M 0.17% -3,737 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,955 $1.28M 0.01% -217 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,955 $1.27M 0.36% +261 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,954 $1.27M 0.02% +111 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,942 $1.27M 0.23% +18 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,939 $1.27M 0.04% -536 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 2,935 $1.27M 0.01% new 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 2,931 $1.26M 0.33% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,917 $1.26M 0.09% -5,453 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,908 $1.25M 0.12% +204 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 2,903 $1.25M 0.68% +1,171 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 2,902 $1.25M 0.02% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,899 $1.25M 0.06% +480 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,896 $1.25M 0.05% -374 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,893 $1.25M 0.08% +37 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,888 $1.25M <0.01% -894 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 2,888 $1.25M 0.16% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,859 $1.23M 0.16% -147 13F-HR Timeline Group Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,854 $1.23M 0.2% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,851 $1.23M 0.11% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,830 $1.22M 0.06% +474 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,813 $1.21M 0.11% -160 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,813 $1.21M 0.12% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,810 $1.21M 0.04% -549 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,808 $1.21M 0.06% +98 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,792 $1.2M 0.39% -464 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 2,792 $1.2M 0.92% new 13F-HR/A Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,778 $1.2M 0.12% -44 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 2,778 $1.2M 0.56% new 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,764 $1.19M 0.12% -3,824 13F-HR Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 2,751 $1.19M 0.14% 0 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 2,731 $1.18M 1.3% -103 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,728 $1.18M 0.53% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,725 $1.18M 0.11% -1,408 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 2,725 $1.18M 0.67% +12 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,722 $1.17M 0.37% +1,678 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,720 $1.17M 0.04% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,713 $1.17M 0.16% +46 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 2,712 $1.17M 1.14% -85 13F-HR Timeline MILFORD FUNDS LTD More: the full row for MILFORD FUNDS LTD 2,709 $1.17M 0.02% new 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,708 $1.17M 0.26% -160 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 2,703 $1.17M 0.69% new 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,688 $1.16M 0.13% -10 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,682 $1.16M 0.02% +1,075 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,680 $1.16M 0.58% -509 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 2,671 $1.15M 0.26% -1,051 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,651 $1.14M 0.09% +606 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,645 $1.14M 0.02% +289 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,642 $1.14M 0.02% 0 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 2,638 $1.14M 0.33% new 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 2,635 $1.14M 0.11% -878 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 2,635 $1.14M 0.5% +119 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 2,617 $1.13M 0.32% -55 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 2,613 $1.13M 0.02% -2,663 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,605 $1.12M 0.21% -34 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2,585 $1.12M 0.3% -329 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,583 $1.11M 0.14% -349 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,581 $1.11M 0.17% new 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,577 $1.11M 0.13% new 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,572 $1.11M 0.19% -813 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 6,757 $1.11M 0.18% +10 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 2,563 $1.11M 0.16% +8 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,558 $1.1M 0.49% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,523 $1.09M 0.13% -82 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,518 $1.09M 0.05% +12 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,518 $1.09M 0.04% -436 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,508 $1.08M 0.06% -2,357 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,501 $1.08M 0.11% -84 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 2,491 $1.07M 0.05% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,449 $1.06M 0.17% +596 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 2,448 $1.06M 0.12% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,445 $1.05M 0.18% new 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 2,435 $1.05M 0.57% 0 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 2,433 $1.05M 0.37% -2,971 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 2,467 $1.05M 0.15% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,425 $1.05M 0.03% new 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 2,423 $1.05M 0.76% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 125,165 $1.04M 0.24% +123,651 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,419 $1.04M 0.03% -207 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 2,412 $1.04M 0.09% -2,714 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 2,410 $1.04M 0.05% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,408 $1.04M 0.06% new 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 2,405 $1.04M 0.48% -43 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 2,404 $1.04M 0.31% +7 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 2,394 $1.03M 0.64% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,394 $1.03M 0.1% -192 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,377 $1.03M 0.04% +100 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,356 $1.02M 0.59% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,344 $1.01M 0.04% +544 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 2,316 $999K 0.09% new 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 2,311 $997K 0.46% +312 13F-HR/A Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 2,309 $996K 1.05% -546 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,309 $996K 0.11% -799 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,306 $995K 0.06% +43 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,299 $992K 0.01% +198 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,295 $990K 0.11% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,285 $986K 0.08% +448 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,279 $983K 0.16% +137 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,267 $978K 0.01% +598 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 2,266 $978K 0.22% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,265 $977K 0.02% -467 13F-HR Timeline Group Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,265 $977K 0.04% -15 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,264 $977K 0.45% -98 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 2,262 $976K 0.61% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,242 $967K 0.03% +257 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2,239 $966K 0.23% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,215 $956K 0.06% +247 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,212 $954K 0.01% -1,244 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,211 $954K 0.25% -337 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,200 $949K 0.08% new 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 2,198 $948K 0.16% -199 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,197 $948K 0.1% +166 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,187 $944K 0.03% -650 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,185 $943K 0.09% +741 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,182 $941K <0.01% -170 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 2,162 $933K 0.7% -13 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,156 $930K 0.02% +154 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,155 $930K 0.06% +123 13F-HR Timeline Science & Technology Partners, L.P. More: the full row for Science & Technology Partners, L.P. 2,155 $930K 0.16% new 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,151 $928K 0.64% -3,632 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 2,149 $927K 0.24% +2,141 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,146 $926K 0.05% +171 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,136 $922K 0.25% +427 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,117 $913K 0.03% -2,025 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 2,115 $913K 0.63% +40 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 2,115 $913K 0.41% -125 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,114 $912K 0.02% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,114 $912K 0.04% +299 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,114 $912K 0.37% -29 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,111 $911K 0.11% +593 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,110 $910K 0.11% +378 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,102 $907K 0.08% +32 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 2,102 $907K 0.42% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,094 $903K 0.01% -356 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,091 $902K 0.34% -86 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 2,067 $892K 0.25% +204 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,055 $887K 0.27% -2,329 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 2,051 $885K 0.62% 0 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 2,050 $884K 0.19% -500 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 2,050 $884K -5,200 Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,049 $884K 0.04% -220 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,034 $878K 0.07% 0 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 1,916 $877K 0.28% +260 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,019 $871K 0.39% -1,073 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,018 $871K 0.07% +250 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,017 $870K 0.48% -110 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,016 $870K 0.1% +210 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,015 $870K 0.03% +234 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,008 $866K 0.03% +568 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 2,007 $866K 0.21% new 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,007 $866K 0.04% -114 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 2,000 $863K 0.07% -5,029 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 1,993 $860K 0.08% new 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 1,993 $860K 0.29% +15 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,991 $859K 0.05% +315 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,988 $858K 0.16% +23 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,974 $852K 0.18% -24 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,964 $848K 0.02% +202 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,953 $842K 0.28% +2 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,948 $840K 0.05% -537 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,013 $840K 0.01% +566 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 1,934 $834K 0.73% -40 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 1,822 $834K 0.29% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,931 $833K 0.15% +116 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 1,925 $831K 0.23% -50 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,922 $829K 0.01% +306 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,905 $822K 0.12% -329 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,904 $822K 0.07% +738 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,883 $813K 0.09% +541 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,882 $812K 0.06% new 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,881 $812K 0.11% new 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,881 $812K 0.16% 0 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 1,868 $806K 0.42% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,866 $805K 0.01% new 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,862 $804K 0.44% +150 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,862 $803K 0.24% -85 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,855 $800K 0.21% -186 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,853 $800K 0.03% -403 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 1,833 $791K 0.14% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,821 $786K 0.01% +214 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 1,819 $785K 0.3% -483 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 1,845 $785K 0.01% new 13F-HR Timeline