Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 13,360 $1.47M 0.49% +1,887 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 13,247 $1.46M 0.13% -429 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 13,151 $1.45M 0.41% +3,495 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 13,054 $1.44M 0.05% -648 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 12,854 $1.41M 0.04% -121 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 12,848 $1.41M 0.34% -35,409 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 12,814 $1.41M 0.25% -431 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 12,259 $1.35M 0.04% 0 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 11,901 $1.31M 0.12% -75 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 11,666 $1.28M <0.01% -1,500 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 11,522 $1.27M <0.01% 0 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 11,502 $1.27M 0.08% +379 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 11,476 $1.26M 0.73% +5,193 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 11,065 $1.22M 0.01% 0 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 10,727 $1.18M 0.59% +3,045 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 10,649 $1.17M 0.11% +766 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,626 $1.17M 0.02% -63 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 10,495 $1.16M 0.17% -2,311 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 10,399 $1.14M 0.23% -269 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 9,984 $1.1M 0.11% +2,741 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 9,968 $1.1M 0.09% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,962 $1.1M <0.01% -21,472 13F-HR Timeline Group Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 9,934 $1.09M 0.98% +31 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,693 $1.07M <0.01% -673 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 9,575 $1.05M 0.01% 0 13F-HR Timeline Group MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 9,297 $1.02M 0.96% +1 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 9,195 $1.01M 0.01% +1,493 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 9,157 $1.01M <0.01% +3,330 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,055 $997K 0.01% +155 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 9,051 $996K 0.3% new 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,027 $994K 0.03% +74 13F-HR Timeline Group SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 8,607 $947K 0.12% -277 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 8,487 $938K 0.92% -2,543 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,437 $929K 0.04% -255 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 8,350 $919K 0.16% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 8,179 $900K 0.04% +1,927 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,161 $898K 0.02% +1,500 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 8,157 $898K 0.01% +2,414 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 8,138 $896K 0.01% +370 13F-HR Timeline Group FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 7,960 $876K 0.06% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 7,960 $876K 0.09% -282 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 7,954 $876K <0.01% +123 13F-HR Timeline Group MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 7,602 $837K 0.32% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,564 $833K <0.01% +220 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 7,532 $829K 0.01% -23,107 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 7,448 $820K 0.2% +1,684 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 7,442 $819K 0.35% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 7,414 $816K 0.72% +8 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 7,281 $802K 0.6% -3,707 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,140 $786K <0.01% -11,065 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 7,075 $779K 0.2% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,153 $775K 0.08% +151 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 6,913 $761K 0.36% 0 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 6,819 $751K 0.12% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 6,789 $747K 0.09% new 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 6,735 $742K 0.41% +14 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,687 $736K <0.01% -374 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 7,505 $733K <0.01% +3,454 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,449 $710K 0.01% +2,940 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,394 $704K 0.04% +16 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 6,270 $690K 0.04% -417 13F-HR/A Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 6,192 $682K 0.03% +874 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,179 $680K 0.07% +59 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 6,072 $668K 0.07% +5 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 6,020 $663K 0.02% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,923 $652K 0.04% +239 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 5,820 $641K 0.27% +186 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 5,749 $633K 0.24% -650 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 17,734 $631K 0.07% +320 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 5,607 $617K 0.14% -485 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,599 $616K 0.02% +57 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 5,571 $613K 0.13% +139 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,566 $613K 0.01% -2,395 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,521 $608K 0.03% -307 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,416 $596K 0.01% -605 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 5,378 $592K 0.05% -882 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 5,357 $590K 0.18% -111 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 5,343 $588K 0.26% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,212 $574K 0.02% +404 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,211 $574K 0.01% +40 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,200 $572K 0.03% -40 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,165 $569K <0.01% +749 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,135 $565K 0.02% +999 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 5,027 $553K 0.41% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,000 $550K 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,873 $536K <0.01% -600 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 4,856 $535K 0.01% +661 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,839 $533K 0.03% +799 13F-HR/A Timeline Group IFC Advisors LLC More: the full row for IFC Advisors LLC 4,831 $532K 0.11% +2,664 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,787 $527K 0.05% -1,756 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,779 $526K 0.42% +7 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,762 $524K 0.08% -891 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,733 $521K 0.05% +152 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 4,726 $520K 0.38% -47 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 4,723 $520K 0.26% -535 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,722 $520K 0.06% +11 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,698 $517K 0.03% new 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 4,652 $512K 0.25% -900 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 4,613 $508K 0.01% -449 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 4,362 $502K 0.06% -13 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 4,553 $501K 0.32% +501 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 4,352 $479K +208 Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 4,330 $477K 0.16% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,308 $474K 0.05% -136 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 4,280 $471K 0.04% 0 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 4,267 $470K 0.31% -262 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 4,193 $462K 0.1% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 4,188 $461K 0.01% -661 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,185 $461K 0.03% +267 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,098 $451K 0.15% +215 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,045 $445K 0.04% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,950 $435K 0.01% -86 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,935 $433K 0.09% 0 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 3,826 $421K 0.01% +3 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 3,819 $420K 0.1% -770 13F-HR/A Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 3,789 $417K 0.05% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,789 $417K 0.06% 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,742 $412K <0.01% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,800 $411K 0.01% -22,207 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 3,735 $411K 0.03% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,682 $405K 0.01% -536 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,648 $402K 0.01% +517 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,646 $401K 0.27% -825 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,638 $401K 0.01% +553 13F-HR Timeline Group First International Bank & Trust More: the full row for First International Bank & Trust 3,623 $399K 0.13% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,612 $398K 0.07% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,570 $393K <0.01% +1,200 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,567 $393K <0.01% -2 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,535 $389K 0.12% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,523 $388K 0.09% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,521 $388K 0.01% +54 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 3,517 $387K 0.11% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,506 $386K 0.04% new 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,500 $385K 0.08% -3,448 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,484 $384K 0.03% +246 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 3,659 $380K 0.12% -504 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 3,442 $378K 0.06% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,362 $370K 0.01% +2,160 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,313 $365K 0.01% +438 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,284 $362K 0.01% new 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 3,170 $354K 0.11% 0 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 3,111 $342K -2,305 Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 3,085 $340K 0.03% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 3,031 $334K 0.28% -382 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,018 $332K 0.01% new 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 3,000 $330K 0.18% 0 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 2,953 $325K 0.34% -6,344 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,946 $324K 0.04% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,909 $320K <0.01% +906 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,894 $319K 0.01% +2,764 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,893 $318K 0.01% -534 13F-HR/A Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 2,853 $314K 0.18% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,633 $312K <0.01% 0 13F-HR/A Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 2,796 $308K 0.14% +440 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,770 $305K 0.01% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,768 $305K 0.08% +118 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,740 $302K 0.01% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 2,731 $301K 0.04% -1,703 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,661 $293K <0.01% -175 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,655 $292K <0.01% -384 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 2,640 $291K 0.01% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,637 $290K 0.02% +330 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,618 $288K 0.13% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 2,609 $287K 0.04% -2,609 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 2,584 $284K 0.01% 0 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,573 $283K 0.08% 0 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 2,671 $280K 0.19% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 2,500 $275K <0.01% -14,000 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,484 $273K <0.01% +23 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,451 $270K 0.03% -13 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,433 $268K 0.01% +506 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 2,414 $266K 0.36% -474 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,400 $264K 0.03% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,398 $264K 0.02% 0 13F-HR/A Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,358 $260K 0.03% +2 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 2,335 $257K 0.01% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,328 $256K <0.01% -1,452 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,313 $255K <0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,289 $252K 0.01% -85 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,268 $250K 0.02% -342 13F-HR/A Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,249 $248K 0.07% -581 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,231 $246K 0.05% +7 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 2,216 $244K 0.16% -1,050 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,211 $243K <0.01% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,190 $241K 0.02% -4 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,182 $240K 0.01% -341 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,130 $234K 0.04% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,044 $225K <0.01% new 13F-HR Timeline Group Code Waechter LLC More: the full row for Code Waechter LLC 2,040 $225K 0.19% new 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 2,042 $225K 0.02% -65 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 2,000 $220K 0.03% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,000 $220K <0.01% 0 13F-HR Timeline Group Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,000 $220K 0.18% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,989 $219K 0.01% 0 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,976 $218K 0.01% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,966 $216K 0.26% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sigma Planning Corp More: the full row for Sigma Planning Corp 1,958 $216K 0.01% -25 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 1,947 $214K 0.13% +119 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,936 $213K 0.02% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,897 $210K <0.01% new 13F-HR Timeline Group