HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,853 $763K 0.02% -3 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 3,152 $738K 0.26% -174 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 3,145 $736K 0.1% -1,107 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,140 $735K 0.04% 0 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 3,128 $732K 0.09% -180 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,119 $730K 0.11% -40 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,848 $721K 0.3% -29 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,072 $719K 0.03% +1,643 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,070 $718K 0.02% -142 13F-HR/A Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,046 $713K 0.2% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,044 $712K <0.01% -517 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,033 $710K 0.05% -231 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,019 $707K 0.1% -21 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,984 $698K 0.17% +366 13F-HR Timeline Ebert Capital Management Inc. More: the full row for Ebert Capital Management Inc. 2,954 $691K 0.71% +799 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,928 $685K 0.12% -58 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,889 $676K 0.04% -7,102 13F-HR Timeline Group LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,858 $669K 0.05% -401 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,766 $647K 0.07% +258 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 2,765 $647K 0.04% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,711 $634K <0.01% -135 13F-HR Timeline Group MMBG INVESTMENT ADVISORS CO. 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More: the full row for Mullooly Asset Management, Inc. 2,225 $521K 0.19% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,215 $518K 0.21% -169 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,206 $516K 0.03% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,190 $513K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,188 $512K <0.01% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,181 $510K 0.02% -518 13F-HR Timeline Focus Financial Network, Inc. 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COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,486 $348K 0.01% -51 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,479 $346K 0.01% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,479 $346K 0.16% -100 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,477 $346K <0.01% -148 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 1,474 $345K 0.01% 0 13F-HR/A Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,468 $344K 0.03% -51,536 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,466 $343K 0.07% +402 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,462 $342K 0.02% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,420 $332K 0.04% -6 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,366 $332K 0.04% +6 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,408 $330K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,397 $327K <0.01% -4,011 13F-HR Timeline Group FSB PREMIER WEALTH MANAGEMENT, INC. 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More: the full row for Koshinski Asset Management, Inc. 1,311 $307K 0.02% +29 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,293 $303K 0.01% +1,248 13F-HR/A Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,282 $300K 0.07% 0 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 1,262 $295K <0.01% -480 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,261 $295K 0.11% -9 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 1,257 $294K <0.01% 0 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 1,257 $294K 0.02% -6 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,255 $294K 0.07% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,251 $293K 0.01% -180 13F-HR Timeline FAS Wealth Partners, Inc. 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More: the full row for Clarus Group, Inc. 981 $230K 0.08% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 969 $227K 0.01% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 966 $226K <0.01% +145 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 964 $226K <0.01% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 958 $224K <0.01% -3,080 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 958 $224K 0.14% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 955 $223K 0.02% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 947 $222K 0.01% -89 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 933 $218K 0.05% -71 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 927 $217K 0.02% +87 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 913 $214K 0.04% -2,623 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 889 $213K 0.05% -76 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 905 $212K <0.01% 0 13F-HR Timeline Group PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 892 $209K 0.06% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 887 $208K 0.04% 0 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 884 $207K 0.01% 0 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 883 $207K 0.04% 0 13F-HR Timeline