Csenge Advisory Group More: the full row for Csenge Advisory Group 33,153 $762K 0.04% -5,090 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 33,065 $760K 0.19% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 33,033 $759K 0.03% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 33,493 $759K 0.05% +3,890 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 33,008 $759K 0.23% -3,775 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 32,945 $757K 0.06% +362 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 32,250 $741K 0.02% -4,300 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 32,048 $736K 0.02% -9,123 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 31,983 $735K 0.12% -306,981 13F-HR Timeline Collier Financial More: the full row for Collier Financial 31,134 $715K 0.64% 13F-HR Timeline CROBAN More: the full row for CROBAN 30,885 $709K 0.7% 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 30,763 $707K 0.04% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 30,737 $706K <0.01% -528 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 30,476 $700K 0.7% 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 30,317 $697K <0.01% -11,893 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 30,247 $695K 0.07% new 13F-HR/A Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 30,240 $695K 0.1% -19,049 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 29,907 $687K <0.01% -956 13F-HR Timeline Group Farmers National Bank More: the full row for Farmers National Bank 29,431 $676K 0.2% 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 29,691 $670K 0.35% -1,080 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 28,824 $662K 0.07% +1,296 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 28,611 $657K 0.02% -7,707 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 83,944 $655K 0.22% +656 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 28,348 $651K 0.36% 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 28,250 $649K <0.01% new 13F-HR Timeline Group Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 27,767 $638K 0.35% -342,110 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 27,561 $633K 0.38% -3,033 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 27,397 $630K <0.01% +9,848 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 27,279 $627K <0.01% +51 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 27,052 $622K <0.01% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 26,781 $615K 0.31% -1,214 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 26,607 $611K 0.02% -5,738 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 26,351 $605K 0.23% 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 26,325 $605K 0.77% 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 26,437 $605K 0.24% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 26,166 $601K 0.01% +1,904 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 26,021 $598K 0.02% -1,396 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 26,006 $598K 0.24% +3,000 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 26,490 $598K 0.37% +1,309 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 25,939 $596K 0.1% -499 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 25,929 $596K 0.4% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 25,829 $594K 0.04% -1,424 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 26,371 $592K 0.59% +11,173 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 25,696 $590K 0.03% -3,031 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 25,064 $576K 0.04% -2,416 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 25,061 $576K 0.01% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 24,774 $569K <0.01% +3,740 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 24,640 $566K 0.15% -1,901 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 24,496 $563K 0.4% +61 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 24,485 $563K 0.21% new 13F-HR/A Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 24,459 $562K 0.37% -493 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 24,453 $562K 0.22% -22,085 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 24,410 $561K 0.2% +8,248 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 24,094 $554K 0.14% -7,373 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 23,987 $551K 0.48% +7,876 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 23,479 $551K 0.38% -1,064 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 23,902 $549K 0.02% +6,995 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 23,889 $549K 0.37% -89 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 23,693 $544K 0.18% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 23,681 $544K 0.35% 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 23,669 $544K 0.01% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 23,609 $541K 0.05% +2,539 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 23,524 $541K 0.02% +343 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 23,455 $539K 0.09% -575 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 23,361 $537K 0.02% -16,608 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 23,199 $533K 0.03% -722 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 23,070 $530K 0.02% +4,488 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 23,030 $529K 0.04% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 23,013 $529K 0.02% -126,977 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 22,953 $527K 0.01% new 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 22,629 $520K 0.16% -555 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 22,372 $514K 0.15% -1,828 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 22,344 $513K 0.01% +3,400 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 22,191 $510K 0.02% +23 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 21,944 $504K 0.15% -1,858 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 21,765 $500K 0.45% 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 21,505 $494K 0.36% 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 21,423 $492K 0.22% +591 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 20,921 $481K 0.02% -1,609 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 20,825 $479K 0.09% -25,389 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 20,803 $478K 0.04% -3,012 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 21,156 $475K 0.07% -6,268 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 20,615 $474K 0.1% +456 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 20,240 $465K 0.01% +869 13F-HR Timeline Group DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 20,188 $464K 0.37% 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 19,997 $460K 0.06% -5,228 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 19,886 $457K 0.85% -36,302 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 19,503 $448K 0.13% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 19,281 $448K 0.03% -22,410 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 19,222 $442K 0.05% new 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 19,115 $439K 0.02% -1,287 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 18,733 $430K 0.27% -500 13F-HR/A Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 18,627 $428K 0.01% 0 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 18,425 $423K 0.34% -299,977 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 18,307 $421K 0.13% -1,572 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 18,300 $421K 0.03% -247 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 18,269 $420K <0.01% +5,995 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 18,112 $416K 0.09% +4,085 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 18,074 $415K 0.11% new 13F-HR/A Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 17,940 $412K <0.01% new 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 17,759 $408K 0.12% -15,161 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 17,711 $407K 0.08% -83,464 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 18,115 $405K <0.01% -7,048 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 17,336 $398K 0.02% +3,032 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 17,585 $395K 0.04% +17,090 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 17,021 $391K 0.09% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 16,982 $390K 0.08% +116 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 16,974 $390K <0.01% -436 13F-HR/A Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 16,970 $390K 0.2% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 16,958 $390K <0.01% +17 13F-HR Timeline Group Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 16,833 $387K 1.26% -237,174 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 16,789 $386K 0.26% -17,092 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 16,716 $384K 0.04% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 16,653 $383K 0.02% -2,868 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 16,485 $379K 0.02% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 16,481 $379K 0.04% +3,344 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 16,356 $376K 0.14% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 16,251 $373K 0.06% -6,417 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 16,096 $370K 0.02% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 16,084 $370K 0.03% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 15,938 $366K 0.03% -3,242 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 15,885 $365K 0.04% +4,942 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 15,759 $362K 0.11% +4 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 15,728 $361K 0.19% +2,929 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 15,710 $361K -10,537 Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 15,659 $360K 0.03% +239 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 15,463 $355K 0.2% -2,678 13F-HR Timeline City State Bank More: the full row for City State Bank 15,391 $354K 0.12% +1,150 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 15,302 $352K 0.01% -10,005 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 15,262 $351K 0.04% new 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 15,141 $348K 0.06% new 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 15,137 $348K 0.1% +5,780 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 14,809 $340K 0.02% +3,013 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 14,662 $337K 0.13% -172 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 14,611 $336K 0.04% 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 14,601 $336K 0.29% -2,745 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 14,571 $335K 0.02% +67 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 14,416 $331K 0.15% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 14,372 $330K 0.01% 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 14,301 $329K 0.05% -1,581 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 14,281 $328K 0.05% -1,091 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 14,203 $326K 0.03% -39,838 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 13,983 $321K 0.11% -1,407 13F-HR Timeline STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 13,939 $320K <0.01% new 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 13,892 $319K 0.01% -2,609 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 13,783 $317K 0.08% 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 13,716 $315K 0.06% -1,056 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 13,499 $310K 0.1% -564 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 13,479 $310K 0.06% -248 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 13,404 $308K 0.26% 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 13,224 $304K 0.08% -820 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 13,175 $303K 0.04% +1,919 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 13,508 $301K 0.1% -15,416 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 13,031 $299K <0.01% 0 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 12,931 $297K 0.01% -351 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 12,772 $294K 0.05% +8,763 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 12,733 $292K <0.01% 0 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 12,668 $291K <0.01% 0 13F-HR Timeline Group ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 12,666 $291K 0.28% 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 12,585 $289K 0.15% 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 12,500 $287K 0.04% -8,003 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12,448 $286K 0.01% +3,567 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 12,405 $285K 0.01% new 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 12,360 $284K 0.05% +493 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 12,113 $278K 0.07% +189 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 12,109 $278K 0.13% 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12,281 $276K 0.02% new 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 11,963 $275K 0.11% -337,460 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 11,921 $274K 0.12% +1,135 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 12,181 $273K 0.11% +657 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 11,866 $273K 0.01% +258 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 11,651 $268K 0.09% +157 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 11,624 $267K 0.18% 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 11,600 $267K 0.11% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 11,525 $265K 0.01% -2,632 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 11,451 $263K 0.03% +1,917 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 11,355 $261K 0.02% -756 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 11,316 $260K 0.02% -1,502 13F-HR/A Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 11,300 $260K 0.22% +1 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 11,160 $256K 0.09% +1,468 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 11,131 $256K 0.01% new 13F-HR/A Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 11,131 $256K 0.03% +10 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 11,049 $254K 0.13% +49 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,914 $251K 0.03% +57 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 10,742 $247K 0.02% +302 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 10,560 $243K <0.01% -14,425 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 10,401 $239K 0.01% +143 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,371 $238K 0.01% -3,341 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 10,366 $238K 0.16% new 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 10,291 $236K 0.01% new 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 10,282 $236K 0.06% +3,770 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 10,271 $236K 0.06% -7,523 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 10,175 $234K 0.04% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10,140 $233K <0.01% 0 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 10,034 $231K 0.11% -2,206 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 10,030 $230K 0.15% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 9,824 $226K 0.05% -65 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 9,803 $225K 0.03% -6,128 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 9,714 $223K 0.1% -779 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 9,548 $219K 0.02% -143 13F-HR Timeline