Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 11,670 $648K 0.01% +4,407 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 11,648 $647K 0.6% +553 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 11,586 $644K 0.09% +961 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 11,294 $628K 0.42% -6,953 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 11,046 $614K 0.09% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 11,018 $612K 0.06% new 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 11,057 $609K 0.13% +19 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 10,875 $604K 0.01% +3,805 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 10,698 $594K 0.12% +2,577 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 10,615 $590K 0.04% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 10,426 $579K 0.03% +3,040 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,350 $571K 0.03% +3,637 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 10,058 $559K 0.22% +169 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,000 $556K 0.1% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 9,838 $547K 0.11% new 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 9,818 $546K 0.11% -1,250 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 9,564 $531K 0.37% -1,268 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 9,345 $519K <0.01% +414 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 9,229 $513K 0.03% +3,767 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 9,003 $500K 0.03% new 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 8,905 $495K 0.07% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 8,882 $494K 0.01% +503 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 8,819 $490K 0.01% +870 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 8,718 $484K 0.17% +412 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 8,683 $483K 0.11% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,583 $477K <0.01% +2,504 13F-HR/A Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 8,580 $477K 0.3% +675 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 8,336 $463K 0.19% +218 13F-HR Timeline Collier Financial More: the full row for Collier Financial 8,090 $450K 0.31% +432 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 8,009 $445K 0.24% -3,791 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 7,993 $444K 0.3% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 7,949 $442K 0.09% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 7,905 $439K 0.04% +1,175 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 7,814 $434K 0.12% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 7,771 $432K 0.02% +1,501 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,718 $429K 0.02% -3,538 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,682 $427K 0.05% -900 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,567 $420K 0.01% +59 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 7,561 $420K <0.01% -541 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 7,488 $416K 0.02% +869 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 7,466 $415K 0.11% 0 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 7,408 $412K 0.05% +547 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,403 $411K 0.01% new 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 7,195 $400K 0.17% -246 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,159 $398K 0.03% -2,629 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,096 $394K 0.02% +313 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 7,015 $390K 0.12% +2,275 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 6,850 $381K 0.01% 0 13F-HR Timeline Group L & S Advisors Inc More: the full row for L & S Advisors Inc 6,757 $375K 0.04% +3 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 6,750 $375K 0.07% +200 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 6,645 $369K <0.01% +42 13F-HR Timeline Group Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 6,582 $366K 0.17% -29 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 6,572 $365K 0.05% new 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 6,551 $364K 0.05% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,528 $363K 0.01% -1,911 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 6,528 $363K 0.04% -1,911 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 6,484 $360K <0.01% +984 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 6,340 $352K <0.01% new 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 6,311 $351K 0.03% +98 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,265 $348K 0.01% +735 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 6,259 $348K 0.1% -3,874 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,203 $345K 0.01% +309 13F-HR Timeline Group Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 6,180 $343K 0.12% +500 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 6,175 $343K 0.04% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,138 $341K 0.01% +3,279 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 5,889 $327K 0.13% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,776 $321K 0.02% -475 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 5,755 $320K 0.04% 0 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 5,691 $316K 0.23% -7,017 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 5,666 $315K 0.2% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,650 $315K 0.03% +1,650 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,536 $308K 0.02% +52 13F-HR Timeline Group Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 5,302 $295K 0.07% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 5,239 $291K <0.01% new 13F-HR Timeline Group EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 5,122 $285K 0.06% +7 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,093 $283K 0.02% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 5,041 $280K 0.04% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,028 $279K 0.01% -645 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,939 $274K 0.02% +359 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,902 $272K <0.01% +201 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 4,870 $271K 0.08% +450 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 4,821 $268K 0.23% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 4,800 $267K <0.01% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,784 $266K 0.06% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,618 $257K 0.04% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,576 $254K 0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 4,535 $252K <0.01% +3,535 13F-HR Timeline Group Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 4,464 $248K 0.21% -1,212 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,396 $244K 0.01% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,278 $238K 0.02% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,373 $237K 0.02% +139 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 4,257 $237K 0.17% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,250 $236K 0.03% +200 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,234 $235K 0.03% +847 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 4,076 $227K 0.02% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,050 $225K <0.01% new 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 4,041 $225K 0.09% +13 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,998 $222K <0.01% -5 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 3,975 $221K 0.16% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,909 $217K 0.01% -5,921 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,814 $212K 0.07% +25 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,763 $209K -2,472 Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,732 $207K <0.01% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,680 $204K <0.01% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,555 $198K <0.01% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 3,114 $173K 0.07% +25 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,925 $163K <0.01% -1,199 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,834 $156K 0.01% +605 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,591 $144K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,428 $135K 0.04% -4,856 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,200 $122K 0.02% +1,000 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,566 $87K 0.01% new 13F-HR/A Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,400 $77.8K 0.07% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,350 $75K 0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,098 $61K 0.04% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 947 $52.6K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 817 $45K 0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 779 $43.3K 0.03% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 754 $41.9K 0.01% +504 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 719 $40K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 617 $34.3K <0.01% new 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 609 $33.8K 0.01% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 576 $32K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 566 $31.5K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 501 $27.9K 0.01% +5 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 400 $22.2K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 334 $18.4K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 311 $17.3K <0.01% +105 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 300 $16.7K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 290 $16.1K 0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 280 $15.6K <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 239 $13.3K 0.01% 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 210 $11.8K 0.01% 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 200 $11.1K <0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 200 $11K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 196 $10.9K <0.01% +96 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 176 $9.79K <0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 150 $8.36K <0.01% -2,850 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 130 $7.2K 0.03% 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 119 $6.61K <0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 113 $6.28K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 96 $5.33K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 80 $4.45K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 50 $2.78K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 36 $2K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 31 $2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 32 $1.78K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 27 $1.5K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 20 $1.11K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 20 $1.11K <0.01% +10 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 15 $834 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2 $112 <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2 $111 <0.01% new 13F-HR Timeline Group