Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 12,713 $972K 0.12% +4,177 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 12,674 $969K 0.04% 0 13F-HR Timeline Group Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 12,647 $967K 0.29% +697 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 11,829 $962K 0.77% +4,929 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 12,552 $952K 0.06% +6,218 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 12,255 $937K 0.51% +419 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 12,249 $936K 0.04% +6,207 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 12,080 $924K 0.65% +1,056 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 12,063 $922K 0.18% +7,357 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 12,037 $920K <0.01% new 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 11,711 $895K 0.24% +671 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 11,670 $892K 0.2% +2,725 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 11,659 $891K 0.11% -14,566 13F-HR Timeline DeDora Capital, Inc. 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More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 10,800 $826K 0.03% -100 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,728 $820K 0.03% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 22,316 $818K 0.09% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. 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More: the full row for Nova Wealth Management, Inc. 10,130 $774K 0.55% -8 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 10,044 $768K 0.1% -403 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,935 $760K 0.06% +4,104 13F-HR/A Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 9,500 $726K 0.22% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 9,463 $723K 0.04% -92,905 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 9,445 $722K 0.05% -278 13F-HR Timeline 4WEALTH ADVISORS, INC. 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More: the full row for MATHER GROUP, LLC. 8,719 $667K 0.01% +76 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 8,711 $666K 0.06% new 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 8,695 $665K 0.43% +1,655 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 8,652 $661K 0.08% +477 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,589 $657K 0.03% +585 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,529 $652K 0.02% new 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 8,515 $651K 0.26% +2,203 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 8,478 $648K 0.15% +2,540 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 8,470 $648K 0.02% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,348 $638K 0.02% +3,893 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 8,299 $634K 0.52% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,295 $634K 0.09% -24,477 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 8,275 $633K 0.09% 0 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 8,104 $620K 0.06% new 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 8,091 $619K 0.04% -980 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 8,060 $616K 0.25% -6,611 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 7,940 $607K 0.27% +5,693 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,899 $604K 0.02% -402 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,868 $602K 0.01% -1,314 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 7,852 $600K 0.17% +3,668 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 7,791 $596K 0.01% 0 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 7,765 $594K 0.15% new 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 7,741 $592K 0.22% -52 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 7,674 $587K 0.14% +2,886 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 7,628 $583K 0.2% +3,173 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 7,592 $580K 0.31% -46,861 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 7,574 $579K 0.16% +46 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,565 $578K 0.03% +2,410 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 7,542 $577K 0.37% +523 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 7,500 $573K 0.33% +1,983 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 7,458 $570K 0.48% +1,864 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,379 $564K 0.01% +894 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 7,304 $559K 0.21% +2,522 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,282 $557K 0.01% -314 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,281 $557K 0.07% +4 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 7,278 $556K 0.01% -3,501 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 7,229 $553K 0.16% +1,010 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 7,199 $550K 0.04% +1,779 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 7,002 $546K 0.19% +2,377 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,934 $530K <0.01% +2,223 13F-HR/A Timeline Group Global View Capital Management LLC More: the full row for Global View Capital Management LLC 6,840 $523K 0.11% -314 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 6,770 $518K 0.22% -1,102 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,661 $509K 0.01% +1,253 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,660 $509K 0.01% +107 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 6,616 $506K 0.04% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 6,613 $506K 0.16% +214 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 6,601 $505K 0.1% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,510 $498K 0.04% +2,398 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 6,491 $496K 0.31% +1,626 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 6,408 $490K 0.27% +1,077 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 6,388 $488K 0.31% -104 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 6,340 $486K 0.01% -689 13F-HR Timeline Group Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 6,293 $481K 0.27% +156 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 6,248 $478K 0.11% 0 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 5,839 $474K 0.45% 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 6,178 $472K 0.07% new 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 6,145 $470K 0.41% +2,475 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 6,139 $469K 0.08% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 6,135 $469K 0.07% -56 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 6,120 $468K <0.01% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 6,115 $467K 0.11% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 6,105 $467K 0.03% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 5,955 $465K 0.12% new 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 5,978 $457K 0.15% -1,045 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,967 $456K 0.04% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 5,949 $455K 0.04% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 5,910 $452K 0.05% +70 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 5,895 $450K 0.15% +1,930 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 5,760 $440K 0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,737 $439K 0.01% -2,044 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,673 $434K 0.03% +1,828 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 5,584 $427K 0.02% +73 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 5,467 $418K 0.02% +475 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 5,450 $417K 0.15% 0 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 5,382 $411K 0.09% +570 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,372 $411K 0.02% +689 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 5,111 $403K 0.13% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,250 $401K 0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 5,214 $399K 0.04% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,102 $390K 0.02% -83 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 5,101 $390K 0.06% +105 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 5,073 $388K 0.01% -1,750 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,049 $386K 0.01% +62 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 5,045 $386K 0.13% +45 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 4,988 $381K 0.05% -1,200 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,976 $380K 0.01% +2,719 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 4,942 $378K 0.1% 0 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 4,901 $375K 0.31% +278 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 4,844 $370K 0.16% -8,292 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,826 $369K 0.02% +1,674 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,729 $362K <0.01% +343 13F-HR/A Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,721 $361K 0.05% -142 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,713 $360K 0.03% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,713 $360K 0.07% +63 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 4,703 $360K 0.21% +262 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 4,702 $360K 0.14% +556 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 4,641 $355K 0.16% new 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4,602 $352K 0.19% new 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 4,600 $352K 0.09% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,450 $351K 0.02% -1,407 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 4,558 $348K 0.01% +68 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 4,529 $346K 0.24% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,518 $345K 0.01% 0 13F-HR Timeline Group Clifford Group, LLC More: the full row for Clifford Group, LLC 4,498 $344K 0.27% new 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 4,465 $341K 0.17% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,465 $341K 0.08% +932 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 4,465 $341K 0.1% -594 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,448 $341K 0.08% -2,984 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,382 $335K <0.01% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,407 $334K 0.04% +56 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,286 $327K 0.02% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 4,990 $327K 0.11% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,246 $325K <0.01% +42 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,236 $324K 0.02% new 13F-HR Timeline Group WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 3,673 $318K 0.23% +578 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,159 $318K 0.05% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 4,159 $318K 0.05% 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 4,135 $316K 0.22% -1,444 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,130 $316K 0.03% -691 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 4,055 $310K 0.05% +11 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 4,045 $309K 0.1% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,034 $308K 0.01% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,000 $306K <0.01% 0 13F-HR Timeline Group Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 4,000 $306K 0.23% new 13F-HR Timeline Entruity Wealth, LLC More: the full row for Entruity Wealth, LLC 3,987 $305K 0.24% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,985 $305K 0.05% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,965 $303K 0.02% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,900 $298K 0.13% 0 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 3,699 $291K 0.13% -1,229 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 3,738 $286K 0.07% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 3,734 $285K 0.02% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,732 $285K 0.08% +641 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 3,719 $284K 0.14% +632 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 3,702 $283K 0.29% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 3,677 $281K 0.14% new 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 3,643 $279K 0.02% +358 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,613 $276K <0.01% 0 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 3,560 $272K 0.21% 0 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 3,560 $272K 0.13% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,520 $269K 0.07% new 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,518 $269K 0.17% +20 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,515 $269K 0.03% +149 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 3,495 $267K <0.01% -4,537 13F-HR/A Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 3,490 $267K 0.03% -501 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,447 $264K 0.04% new 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,439 $263K 0.07% +172 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 3,419 $261K 0.01% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,383 $259K 0.09% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,363 $257K 0.03% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,319 $254K 0.05% +245 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 3,315 $253K 0.05% +53 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,310 $253K 0.11% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,303 $253K <0.01% +131 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,279 $251K 0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,232 $247K 0.02% -1,117 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 3,231 $247K 0.02% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,217 $246K 0.03% new 13F-HR/A Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,175 $243K 0.02% new 13F-HR Timeline