Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 20,890 $982K 0.05% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 20,642 $979K 0.06% -13,529 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 19,892 $943K 0.05% -246 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 19,692 $934K 0.01% +4,311 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 19,670 $933K 0.22% +2,741 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 19,557 $927K 0.31% +5,655 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 19,420 $921K 0.24% +5,367 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 19,290 $915K 0.05% +292 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 18,945 $898K 0.02% 0 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 18,896 $896K 0.05% +87 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 18,490 $877K 0.03% +70 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 18,266 $866K 0.01% +13 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 18,072 $857K 0.05% -3,824 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 17,905 $849K 0.03% +1,163 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 17,762 $842K 0.2% +1,584 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 17,745 $841K 0.02% +1,840 13F-HR/A Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 17,533 $831K 0.02% +8,880 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 16,936 $803K 0.02% +47 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 16,890 $801K 0.13% -165 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 16,589 $786K 0.09% +189 13F-HR/A Timeline Friedenthal Financial More: the full row for Friedenthal Financial 16,523 $783K 0.36% +135 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 16,498 $782K 0.02% +3,681 13F-HR Timeline Group Trust Co More: the full row for Trust Co 16,472 $781K 0.07% -43 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 16,222 $769K 0.59% +516 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 16,173 $767K 0.04% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 16,149 $766K 0.02% +1,308 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 16,114 $764K <0.01% +294 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 16,100 $763K 0.37% 0 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 15,893 $753K 0.34% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 15,526 $736K 0.06% +980 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 15,467 $733K 0.32% +37 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 15,353 $728K 0.05% +3,856 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 15,305 $726K <0.01% +80 13F-HR Timeline Group Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 15,247 $723K 0.68% +2,746 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 15,223 $722K 0.04% +522 13F-HR Timeline FinArc Investments, Inc. More: the full row for FinArc Investments, Inc. 15,164 $719K 0.65% +24 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 14,850 $704K 0.07% -1,854 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 14,842 $704K 0.03% -2,548 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 14,808 $702K 0.04% -54 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 14,705 $697K 0.3% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 14,497 $687K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 14,341 $680K 0.34% +3,846 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 14,299 $678K 0.19% +8,736 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 14,076 $669K 0.03% new 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 14,104 $669K 0.02% +2,548 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 14,080 $668K 0.1% -1,963 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 13,858 $657K 0.03% +103 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 13,778 $653K 0.26% +4,710 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 13,827 $650K 0.02% +675 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 13,682 $649K 0.1% +1,367 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 13,555 $642K <0.01% +2,576 13F-HR Timeline Group Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 13,495 $640K 0.24% +751 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 13,359 $633K <0.01% new 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 13,175 $625K 0.15% +856 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 13,007 $617K 0.07% +168 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 12,987 $616K 0.01% +366 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 12,881 $611K <0.01% +265 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 12,822 $608K 0.05% +608 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 12,815 $608K 0.14% +193 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 12,740 $604K 0.15% +6,786 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,616 $598K <0.01% +2,876 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 12,536 $594K 0.1% -3,963 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 12,486 $592K 0.12% +51 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 12,399 $588K 0.07% +4,360 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 12,194 $578K 0.02% +765 13F-HR Timeline Group RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 11,934 $567K 0.1% 0 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 11,929 $566K 0.11% +229 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 11,915 $565K 0.05% +383 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 11,845 $562K 0.05% -713 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 11,839 $561K 0.08% +4,682 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,769 $558K 0.01% +2,204 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 11,668 $553K <0.01% +827 13F-HR Timeline Group MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 11,260 $534K 0.19% +1,623 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 11,127 $528K 0.3% -310 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 11,123 $527K 0.02% +2,835 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 11,054 $524K 0.04% -789 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10,995 $521K 0.01% 0 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 10,940 $519K 0.05% -2,915 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 10,710 $508K 0.1% +4,112 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 10,544 $500K 0.22% +1,938 13F-HR Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 10,522 $499K 0.05% +283 13F-HR Timeline Group POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 10,427 $494K 0.01% +115 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 10,298 $488K 0.07% +305 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 10,115 $480K 0.03% -2,106 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 9,798 $465K 0.03% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 9,732 $461K 0.03% -302 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 9,720 $461K 0.2% +2 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 9,667 $458K 0.29% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 9,600 $455K 0.02% +871 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 9,577 $454K 0.16% +564 13F-HR Timeline Xena Financial Planning, LLC More: the full row for Xena Financial Planning, LLC 9,564 $453K 0.44% -1,456 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 9,547 $453K 0.12% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 9,531 $452K 0.01% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 9,320 $442K 0.01% +1,085 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 9,235 $438K 0.13% +654 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 9,040 $429K 0.04% +2,834 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 8,911 $422K <0.01% -3,857 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 8,904 $422K 0.23% -768 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,872 $421K 0.01% 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 8,821 $418K 0.02% +562 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 8,718 $413K 0.02% +158 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,692 $412K <0.01% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,682 $412K 0.01% -1,341 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 8,631 $403K 0.05% +2,183 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 8,497 $403K 0.21% -284 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 8,469 $402K 0.01% +62 13F-HR Timeline Group Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 8,352 $396K 0.25% +232 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 8,311 $394K 0.11% +44 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 8,257 $391K 0.07% 0 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 8,180 $388K 0.22% +1 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 8,110 $384K 0.09% +954 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 8,041 $381K 0.08% 0 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 7,978 $378K 0.15% new 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 7,978 $378K 0.15% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 7,972 $378K 0.05% +159 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 7,806 $370K 0.08% +273 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,902 $370K 0.01% +2,366 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 7,798 $366K 0.18% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,532 $357K 0.01% +2,400 13F-HR Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 7,524 $357K 0.3% +1,077 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 7,523 $357K 0.01% 0 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 7,457 $354K 0.04% new 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 7,400 $351K 0.14% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 7,398 $351K 0.08% +2,481 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,395 $351K <0.01% +1,493 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 7,383 $350K 0.04% 0 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 7,307 $346K <0.01% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 7,276 $345K 0.01% +54 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 7,190 $341K 0.2% +65 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 7,178 $340K 0.05% +1,024 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 7,158 $339K <0.01% +523 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 7,084 $336K 0.02% +2,526 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 6,920 $328K 0.07% +306 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 6,894 $327K 0.21% +391 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 6,878 $326K <0.01% -161 13F-HR Timeline Group Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 6,876 $326K 0.19% +1,509 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 6,805 $324K 0.01% 0 13F-HR Timeline Williams Financial, LLC More: the full row for Williams Financial, LLC 6,791 $322K 0.17% new 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 6,775 $321K 0.02% 0 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 6,732 $319K 0.14% -182 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,685 $317K <0.01% +794 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,680 $317K <0.01% -210 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 6,609 $313K +814 Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 6,584 $312K 0.07% +514 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,559 $311K 0.01% +316 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 6,534 $310K 0.18% -129 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 6,560 $309K 0.19% +760 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 6,452 $306K 0.06% +95 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 6,429 $305K 0.05% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 6,364 $302K <0.01% +17 13F-HR Timeline Group Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 6,256 $297K 0.18% -508 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 6,172 $293K <0.01% +61 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 6,140 $291K 0.07% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 6,131 $291K 0.03% -250 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 6,089 $289K 0.01% +905 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 6,044 $287K 0.13% +124 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,992 $284K <0.01% -6,551 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 5,957 $282K 0.05% +50 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 5,917 $281K 0.01% +296 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 5,814 $276K 0.02% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 5,660 $268K 0.06% +15 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 5,635 $267K 0.07% +189 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,570 $264K <0.01% +599 13F-HR Timeline DWM Financial Group, Inc. More: the full row for DWM Financial Group, Inc. 5,484 $262K 0.23% 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,433 $258K 0.01% -856 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 5,455 $257K 0.04% -7 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 5,368 $254K 0.03% -103 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,205 $247K 0.01% +417 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 5,186 $246K 0.12% +197 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 5,152 $244K 0.03% +891 13F-HR/A Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,134 $243K <0.01% 0 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,122 $243K 0.02% new 13F-HR Timeline Townsend Financial Planning, LLC More: the full row for Townsend Financial Planning, LLC 5,102 $242K 0.21% +488 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 5,092 $241K 0.01% 0 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 5,090 $241K 0.15% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,066 $240K 0.01% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,018 $238K 0.02% +93 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 5,009 $237K 0.19% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,998 $237K 0.01% -223 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,963 $235K <0.01% new 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4,930 $234K 0.05% +280 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 4,918 $233K 0.07% +33 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 4,912 $233K 0.02% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,903 $232K 0.01% new 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 4,892 $232K 0.01% +152 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 4,889 $232K 0.09% -52 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,834 $229K 0.03% +392 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 4,829 $229K 0.02% new 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 4,818 $228K 0.11% +126 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 4,772 $227K 0.13% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,753 $225K 0.01% +116 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 4,720 $224K 0.02% -2 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,718 $224K 0.03% +424 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,589 $218K 0.01% new 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 4,541 $215K 0.07% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,518 $214K <0.01% -826 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,507 $214K 0.01% new 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,494 $213K <0.01% new 13F-HR/A Timeline Group Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 4,521 $213K 0.02% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,476 $211K 0.01% new 13F-HR Timeline