Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 10,553 $1M 1.11% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 10,544 $1M 0.51% -4,974 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 10,524 $1M 0.06% -522 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 10,453 $995K 0.04% -170 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 10,392 $989K 0.12% +873 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 10,360 $986K 0.06% -13 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 10,285 $979K 0.05% +621 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 10,188 $970K 0.03% +468 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,060 $966K 0.02% +623 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 10,244 $958K 0.03% +6,958 13F-HR Timeline Group Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 15,614 $950K 0.54% +5,629 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 9,870 $940K 0.84% +950 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 9,678 $923K 0.01% -217 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 9,598 $917K 0.21% +635 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,615 $915K 0.01% new 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 9,604 $914K 0.15% +267 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,584 $912K 0.07% +264 13F-HR/A Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,458 $900K 0.02% +1,023 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,456 $900K 0.01% +994 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 9,610 $899K 0.08% 0 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 9,445 $899K 0.13% +719 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9,404 $895K 0.03% +400 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 9,289 $884K 0.02% +312 13F-HR/A Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 9,275 $883K 0.17% -1,266 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9,273 $883K 0.09% -1,870 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 9,260 $882K -9,665 Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 9,170 $873K <0.01% +201 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 9,151 $871K 0.03% +560 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 9,150 $871K -720 Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 9,103 $867K <0.01% +5,307 13F-HR Timeline Group Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 9,070 $863K 0.28% +828 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 9,016 $858K 0.07% new 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 9,000 $857K 0.38% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 8,941 $851K 0.19% +2,762 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 8,935 $851K 0.42% -485 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 8,923 $849K 0.08% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 8,873 $845K 0.18% new 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 8,848 $842K 0.33% +176 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 8,841 $842K <0.01% +4,165 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 8,830 $841K 0.02% +525 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 8,710 $840K 0.07% +128 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 8,734 $840K 0.3% +408 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 8,653 $836K 0.25% -424 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 8,728 $831K 0.01% -3,609 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 8,667 $825K 0.02% +2,334 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 8,530 $812K 0.67% +1,470 13F-HR Timeline City State Bank More: the full row for City State Bank 8,495 $809K 0.23% -300 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 8,435 $803K 0.11% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 8,380 $798K 0.23% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 8,257 $794K 0.12% new 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 8,332 $793K 0.44% +259 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 8,326 $793K 0.05% +800 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 8,300 $790K 0.49% +37 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 8,245 $785K 1.02% +13 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 8,126 $784K 0.13% +6,813 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 8,194 $780K 0.37% +404 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 8,155 $776K 0.29% +104 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 8,155 $776K 0.58% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 8,142 $775K 0.17% +169 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 8,119 $773K 0.41% +1,566 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 8,019 $763K 0.09% -301 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 7,998 $761K 0.07% +353 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 7,963 $758K 0.44% -2,921 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 7,764 $739K 0.44% +674 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 7,763 $739K 0.03% +1,377 13F-HR Timeline Group Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 7,724 $735K 0.44% +55 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 7,700 $733K 0.09% +211 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 7,559 $720K 0.28% -976 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 7,538 $718K 0.23% -56 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,395 $704K 0.02% +184 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 7,384 $703K 0.39% -39 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,338 $699K <0.01% +769 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 7,337 $698K 0.32% +146 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 7,305 $695K 0.35% +66 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 7,276 $693K 0.05% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,254 $691K 0.02% -711 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,115 $677K 0.2% -673 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 7,044 $671K <0.01% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 7,018 $668K 0.1% +625 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 7,010 $667K 0.13% -126 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,943 $661K 0.05% +649 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 6,927 $659K 0.18% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 6,894 $656K 0.01% new 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 6,871 $654K 0.32% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 6,844 $651K 0.54% +2,487 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,806 $648K <0.01% +468 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,680 $636K 0.05% -489 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,512 $620K <0.01% +633 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,395 $609K 0.02% +22 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 6,309 $601K 0.04% +1,997 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 6,260 $596K 0.04% -8,893 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,181 $588K 0.01% +1,414 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 6,055 $576K 0.06% 0 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 6,038 $575K 0.13% 0 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 5,991 $570K <0.01% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 5,917 $563K 0.11% +21 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 5,913 $563K 0.18% +79 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 5,896 $561K 0.33% +551 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 5,892 $561K 0.18% -2 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 5,807 $553K 0.07% +370 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 5,799 $552K 0.28% -123 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,785 $551K 0.11% +2,445 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 5,719 $544K 0.09% -68 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,605 $534K 0.01% -85 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 5,589 $532K 0.23% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 5,544 $528K 0.02% +2,334 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,540 $527K 0.02% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,513 $525K 0.02% +447 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 5,392 $513K <0.01% -22 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 5,361 $510K 0.06% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,334 $508K 0.03% new 13F-HR Timeline Group Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 5,138 $489K 0.22% -23 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 5,059 $482K 0.16% -369 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 4,987 $480K 0.34% +2,715 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,991 $475K 0.04% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 4,952 $471K 0.28% +117 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 4,952 $471K 0.07% +595 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 4,948 $471K 0.25% +2,096 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,890 $471K 0.08% +407 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,908 $467K 0.11% +850 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,850 $462K 0.01% +288 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 4,840 $461K 0.22% 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,818 $459K 0.01% +538 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 4,734 $451K 0.13% +401 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,723 $450K 0.01% +106 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 4,722 $449K 0.05% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 4,677 $445K 0.3% -84 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 4,667 $444K 0.23% -685 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 4,663 $444K 0.35% +309 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,656 $443K 0.02% +57 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 4,649 $443K 0.21% +220 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 4,559 $439K 0.12% +1,311 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,597 $438K 0.02% -84 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,564 $434K 0.07% +52 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,549 $433K 0.07% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 4,549 $433K 0.07% 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 4,489 $427K 0.17% +38 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 4,378 $417K 0.28% -29 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 4,348 $414K 0.02% -186 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,344 $414K 0.02% -1,520 13F-HR Timeline Group North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 4,334 $413K 0.24% +4 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 4,300 $409K 0.19% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,274 $407K <0.01% +1,555 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,260 $406K 0.06% 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 4,254 $405K 0.1% 0 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 4,168 $397K 0.13% +11 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,150 $395K 0.04% 0 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 4,149 $395K 0.09% new 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 4,131 $393K 0.18% +260 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,104 $391K 0.02% +442 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 4,099 $390K 0.22% -234 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,096 $390K 0.12% new 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 4,081 $388K 0.25% +280 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,080 $388K 0.05% +526 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,076 $388K <0.01% +263 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,071 $388K 0.01% -390 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,056 $386K 0.01% +589 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,055 $386K 0.01% +752 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 4,043 $385K 0.26% +259 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 3,991 $380K 0.04% +310 13F-HR/A Timeline Group MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 3,975 $378K 0.19% -1,602 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 3,973 $378K 0.02% -362 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,969 $378K 0.01% new 13F-HR Timeline Group Range Financial Group LLC More: the full row for Range Financial Group LLC 3,948 $376K 0.14% +332 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,942 $375K 0.03% -101 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 3,903 $372K 0.18% +405 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 3,890 $370K 0.29% -218 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,888 $370K 0.01% -8,415 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,887 $370K 0.02% +11 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 3,857 $367K 0.14% 0 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 3,857 $367K 0.08% +232 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,816 $363K 0.07% -9 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,815 $363K <0.01% -26,834 13F-HR Timeline Group BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 3,807 $362K 0.15% +145 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,792 $361K 0.01% -7,965 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 3,782 $360K 0.08% +30 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,771 $359K 0.01% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,764 $358K 0.06% new 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 3,733 $355K 0.09% -441 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 3,687 $351K 0.05% -26 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,685 $351K 0.01% +17 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 3,680 $350K 0.1% +226 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 3,669 $349K 0.18% -284 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 3,631 $348K 0.12% +257 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,655 $348K 0.06% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,616 $344K 0.04% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,609 $344K 0.02% -5,508 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 3,565 $339K 0.06% +784 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 3,562 $339K 0.04% +421 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 3,558 $339K 0.21% 0 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 3,537 $337K 0.08% +10 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 3,491 $333K 0.03% -3,521 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,490 $332K 0.02% +813 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 3,412 $325K 0.1% +103 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,405 $324K 0.02% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 3,394 $323K 0.06% -300 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,392 $323K 0.01% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,392 $323K 0.05% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,380 $322K 0.08% +216 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,370 $321K 0.03% new 13F-HR Timeline