GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 10,010 $879K 0.05% -354 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 10,006 $879K 0.31% -478 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 9,988 $877K 0.21% +22 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 9,825 $863K 0 Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 9,696 $852K 0.07% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 9,673 $850K 0.01% +3 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 9,627 $846K 0.43% -493 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,625 $845K 0.19% -691 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 9,534 $837K 0.21% -10,897 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 9,491 $834K 0.15% +2,865 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 9,390 $827K <0.01% -2,729 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 9,299 $817K 0.71% -29,905 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 9,292 $816K 0.12% +20 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 9,291 $816K 0.06% +3,132 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 9,294 $816K 0.1% +2,500 13F-HR/A Timeline Group Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 9,232 $811K 0.34% -27,360 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 9,225 $810K 0.03% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 9,188 $807K 0.01% +1 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 9,174 $806K 0.04% -599 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 9,112 $800K 0.04% -13 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 8,986 $789K 0.05% -100 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 8,974 $788K 0.27% +119 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,947 $786K 0.02% -306 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,944 $786K 0.02% +1,587 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,767 $770K 0.01% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 8,737 $767K 0.24% +22 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 8,673 $762K 0.55% -896 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 8,495 $760K <0.01% 0 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 8,569 $753K 0.57% -8,687 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 8,442 $742K 0.08% +915 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 8,322 $731K 0.01% -954 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 8,131 $714K 0.05% -5,219 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,121 $713K 0.04% +468 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 8,080 $710K 0.23% -340 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,864 $691K 0.01% -388 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 7,849 $689K 0.23% -50 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 7,384 $685K 0.02% -410 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 7,790 $684K 0.56% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 7,762 $682K 0.03% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 7,693 $676K 0.06% -110 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 7,613 $669K 0.23% -194 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 7,603 $668K 0.13% -166,882 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 7,544 $663K 0.18% +1,078 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 7,439 $653K 0.1% -179 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,428 $653K 0.03% +408 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 7,362 $647K 0.26% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,734 $640K 0.01% +245 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 7,278 $639K 0.01% -758 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,227 $635K 0.02% -4,057 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 7,146 $628K 0.62% -341 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 7,094 $623K 0.2% -322 13F-HR Timeline truNorth Financial Services, Inc. More: the full row for truNorth Financial Services, Inc. 7,088 $623K 0.64% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 7,057 $620K 0.15% -362 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 7,050 $619K 0.09% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 7,048 $619K 0.06% +1,525 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,042 $619K 0.03% +13 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 7,038 $618K 0.07% +3,550 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 6,992 $614K 0.59% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 6,910 $607K 0.03% -25 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,904 $606K 0.05% -112 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,895 $606K 0.02% -828 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 6,803 $598K 0.03% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 6,777 $595K 0.1% -144 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 6,718 $590K 0.07% -40 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 6,710 $588K -653 Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 6,666 $586K 0.13% +794 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 6,391 $561K 0.08% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,371 $560K <0.01% +120 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,326 $556K 0.02% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 6,302 $554K <0.01% 13F-HR Timeline Group DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 6,300 $553K 0.1% 0 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 6,300 $553K 0.12% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 6,167 $542K 0.01% +3,051 13F-HR/A Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 6,147 $540K 0.18% -49 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 6,101 $536K 0.02% +636 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,031 $530K 0.01% -128 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,004 $527K 0.01% -671 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 6,000 $527K 0.13% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,983 $526K <0.01% 0 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 5,939 $522K 0.22% new 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 5,906 $519K 0.13% 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,591 $518K 0.33% +1 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 5,831 $512K 0.19% -1,563 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 5,822 $511K 0.12% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 5,818 $511K 0.24% -3,103 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,416 $509K 0.01% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,673 $498K 0.06% +551 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 5,651 $496K 0.27% -35 13F-HR/A Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 5,647 $496K 0.24% -883 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,652 $496K 0.01% +11 13F-HR Timeline Group SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 5,600 $492K 0.07% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,575 $490K <0.01% -152 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 5,524 $485K 0.1% -291 13F-HR Timeline Fox Financial, Inc More: the full row for Fox Financial, Inc 5,512 $484K 0.4% -42 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 5,510 $484K <0.01% -669 13F-HR Timeline Group VeraBank, N.A. More: the full row for VeraBank, N.A. 5,489 $482K 0.09% -198 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 5,485 $482K 0.32% -375 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 5,437 $478K 0.1% new 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 5,137 $477K 0.13% -28 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 5,402 $475K 0.07% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,398 $474K 0.03% -112 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,396 $474K <0.01% -16,321 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,291 $465K <0.01% +599 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 5,289 $465K 0.04% -22 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 5,129 $451K 0.02% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 5,117 $449K <0.01% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,097 $448K 0.11% -137 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 5,080 $446K 0.02% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 5,031 $442K 0.03% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,009 $440K 0.03% -3,692 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 4,986 $438K 0.03% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,980 $437K 0.02% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,950 $435K 0.06% -1,157 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,928 $433K 0.11% -5 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 4,911 $431K 0.44% +14 13F-HR Timeline Friday Financial More: the full row for Friday Financial 4,900 $430K 0.15% -400 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 4,900 $430K 0.23% new 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 4,543 $427K 0.15% 0 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 4,833 $426K 0.41% +13 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 4,845 $426K 0.02% -420 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 4,838 $425K 0.04% +13 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,837 $425K 0.01% +170 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 4,814 $423K 0.05% +1 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 4,800 $422K 0.38% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,798 $421K 0.08% +2,252 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 4,787 $420K 0.15% -19 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,761 $418K 0.03% +238 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 4,726 $415K 0.18% -405 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,635 $407K 0.01% +520 13F-HR Timeline Group RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 4,617 $406K 0.05% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,602 $404K 0.15% -3,556 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 4,595 $404K 0.14% 0 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 4,573 $401K <0.01% +480 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 4,536 $398K 0.03% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,313 $397K 0.1% -81 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,489 $394K 0.03% -599 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,405 $387K 0.09% -140 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 4,405 $387K 0.07% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 4,400 $386K 0.03% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,392 $386K <0.01% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 4,387 $385K 0.15% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,384 $385K 0.02% +8 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,380 $385K 0.02% -150 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 4,375 $384K 0.3% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 4,368 $384K 0.11% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 4,368 $384K 0.11% -2,766 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,365 $383K 0.02% +2 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 4,305 $378K 0.23% +264 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,276 $376K 0.02% +72 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 4,266 $375K 0.11% +15 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 4,250 $373K 0.1% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,236 $372K 0.01% -18,931 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 4,232 $372K 0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 4,192 $368K 0.07% -631 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 4,159 $365K <0.01% -49 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,109 $361K 0.03% -2,322 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,109 $361K 0.02% -1,867 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,075 $358K <0.01% 0 13F-HR Timeline Group Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 4,072 $358K 0.09% +1 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,811 $356K +701 Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 4,031 $354K 0.28% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,991 $351K 0.02% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,286 $345K 0.01% new 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,906 $343K 0.04% -4,919 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 3,872 $340K 0.13% 0 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 3,798 $334K 0.09% +7 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,796 $333K 0.05% 0 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 3,789 $333K 0.12% -1,530 13F-HR Timeline Group Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 3,783 $332K 0.17% -447 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,757 $330K 0.02% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 3,730 $328K 0.1% -49 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 3,717 $327K 0.21% -654 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,687 $324K 0.07% -570 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 3,646 $320K 0.03% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,604 $317K <0.01% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,600 $316K 0.12% -38 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,594 $316K 0.1% -6,103 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,578 $314K 0.02% +1 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 3,536 $311K 0.21% -9,668 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 3,518 $309K 0.04% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,472 $305K 0.01% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,445 $303K 0.02% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,430 $301K 0.02% new 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 3,400 $299K <0.01% 0 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,370 $296K 0.04% 0 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 3,362 $295K 0.06% +692 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,337 $293K 0.05% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,326 $293K 0.02% +970 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,332 $293K 0.07% 0 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 3,320 $292K 0.04% -439 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,313 $291K <0.01% -520 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,310 $291K 0.01% +1,064 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,290 $289K 0.01% +319 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 3,290 $289K 0.22% 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,277 $288K 0.03% new 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 3,272 $287K 0.05% new 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 3,268 $287K 0.16% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,240 $285K 0.03% +9 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,212 $282K 0.01% new 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 3,198 $281K 0.19% +1 13F-HR Timeline