DRW Securities, LLC More: the full row for DRW Securities, LLC 16,334 $1.32M 0.07% new 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 16,214 $1.32M 0.19% -25 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 16,203 $1.32M 0.03% -3,571 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 16,148 $1.31M 0.09% +343 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 16,071 $1.3M 0.09% -1,760 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 15,861 $1.29M 0.1% -1,118 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 15,770 $1.28M 0.74% +179 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 15,584 $1.27M 0.02% +1,252 13F-HR Timeline SWS Partners More: the full row for SWS Partners 15,442 $1.25M 0.31% +1,015 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 15,279 $1.24M 0.02% 0 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 15,253 $1.24M 0.33% +571 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 15,189 $1.23M 0.53% -23,179 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 15,015 $1.22M 1.7% -103 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 14,932 $1.21M 0.01% +6,020 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 14,893 $1.21M 0.02% -1,577 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,837 $1.2M 0.03% -5,767 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 14,561 $1.18M 0.05% +4,398 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 14,529 $1.18M 0.43% -51,098 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 14,514 $1.17M 0.01% 0 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 14,230 $1.16M 1.2% -465 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 14,171 $1.15M 0.3% -3,852 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 14,094 $1.14M 0.05% +480 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 14,089 $1.14M 0.07% -3,046 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 14,082 $1.14M 0.35% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 14,094 $1.14M 0.18% new 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 14,022 $1.14M 0.35% +84 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 13,968 $1.13M 0.03% -394 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 13,962 $1.13M 0.02% +426 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 13,837 $1.12M 0.32% +506 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 13,822 $1.12M 0.42% -108 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 13,757 $1.12M 0.06% -990 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 13,614 $1.11M 0.06% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 13,571 $1.1M 0.25% +6,535 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 13,455 $1.09M 0.03% -6 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 13,395 $1.09M 0.02% 0 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 13,353 $1.08M 0.4% -143 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 13,226 $1.07M 0.77% +78 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 13,211 $1.07M 0.04% +1,180 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 13,130 $1.07M 1.18% new 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 13,059 $1.06M 0.65% +435 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 12,953 $1.05M 0.62% +1,576 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 12,929 $1.05M 7.72% +355 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 12,916 $1.05M 0.25% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 12,843 $1.04M 0.04% +61 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 13,000 $1.04M 0.47% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 12,823 $1.04M 0.07% +2,594 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 12,760 $1.04M 0.48% 0 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 12,620 $1.02M 0.78% -471 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 12,571 $1.02M 0.4% -229 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 12,478 $1.01M <0.01% +2,436 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 12,458 $1.01M 0.1% -179 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 12,421 $1.01M 0.14% +865 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 12,345 $1M 0.03% +96 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 12,200 $991K 0.01% -260,275 13F-HR Timeline Group HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 11,949 $970K 0.04% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 11,889 $954K 0.06% new 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 11,650 $946K 0.22% +52 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 11,650 $946K 0.03% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,640 $945K 0.08% +2,685 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 11,620 $945K 0.22% -1,461 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 11,628 $944K 0.26% +721 13F-HR/A Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 11,609 $943K 0.04% -1,611 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 11,550 $938K 0.19% +12 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 11,415 $927K 0.2% -32,058 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 11,051 $897K 0.02% -15,292 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 11,036 $896K 0.02% -660 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 11,045 $894K 0.39% +2,822 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 10,992 $893K 0.02% +92 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 10,865 $876K 0.09% +137 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,730 $871K 0.05% -949 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 10,695 $868K 0.19% -1,603 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 10,695 $868K 0.17% -1,603 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 10,646 $864K 0.01% +2,945 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 10,522 $854K 0.02% +3,603 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 10,450 $848K 0.13% +1,111 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 10,442 $848K 0.24% -2,725 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 10,391 $844K 0.05% +9 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 10,363 $841K 0.13% +3,769 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) 10,287 $835K 0.02% -7,994 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 10,165 $825K 0.03% +83 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 10,068 $816K 0.22% +250 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 9,979 $810K 0.09% +76 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,958 $809K 0.04% -8,648 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 9,931 $806K 0.21% -711 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,856 $800K 0.02% -505 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 9,742 $791K 0.59% +31 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,734 $790K 0.04% +2,615 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,673 $785K 0.03% -159 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 9,648 $783K 0.09% -1,404 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 9,645 $783K 0.06% +1,452 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,537 $774K 0.02% new 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,391 $762K <0.01% -941 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 9,336 $758K 0.14% -2,430 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 9,272 $753K 0.18% -20,594 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 9,267 $752K 0.19% new 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 9,257 $752K 0.62% -154 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 9,132 $741K 0.01% -8,773 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,127 $741K 0.02% +450 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 9,093 $738K 0.59% -3,384 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 9,081 $737K 0.4% +17 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 9,043 $734K 0.01% +4,091 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 8,993 $730K 0.05% -516 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 8,940 $726K 0.42% -1,835 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 8,905 $723K 0.09% -3,362 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 8,894 $722K 0.78% +1,183 13F-HR/A Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 8,862 $720K <0.01% -529 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 8,800 $714K 0.21% 0 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 8,700 $706K 1.03% new 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 8,690 $706K 0.02% +1,285 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 8,657 $703K 0.04% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 8,569 $696K 0.03% +28 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,486 $689K 0.02% -614 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 8,450 $686K 0.35% -8,976 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 8,418 $683K 0.08% -2,547 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 8,397 $682K 0.14% -90 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 8,325 $676K 0.67% +203 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 8,258 $671K 0.19% -333 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 8,185 $665K 0.02% +83 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 8,150 $662K 0.04% 0 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 8,191 $661K 0.08% +3,277 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,075 $656K 0.02% -22 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 8,000 $650K 0.52% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 7,993 $649K 0.1% +35 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 7,977 $648K 0.04% +115 13F-HR Timeline Group WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 7,944 $645K 0.45% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 7,851 $637K <0.01% -2,247 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 7,839 $636K 0.03% -1,075 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 7,821 $635K 0.18% 0 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 7,765 $628K 0.19% +715 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,697 $625K 0.02% +461 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 7,646 $621K 0.18% +1,640 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 7,635 $620K 0.23% +285 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 7,591 $616K 0.53% +7,108 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,573 $615K 0.02% -5,084 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 7,390 $600K 0.03% 0 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 7,351 $597K <0.01% -12,613 13F-HR Timeline Group Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 7,334 $595K <0.01% 0 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 7,198 $584K 0.18% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 7,184 $583K 0.06% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,160 $577K 0.08% +582 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 7,099 $576K 0.08% -47 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 7,020 $570K <0.01% -15 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 7,019 $570K 0.14% 0 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 6,992 $568K 0.12% +201 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,930 $563K <0.01% 0 13F-HR Timeline Group PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 6,899 $560K 0.16% 0 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 6,804 $552K 0.54% -1,678 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 6,670 $542K 0.05% -63,495 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 6,615 $537K 0.19% +1,606 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 6,512 $529K 0.71% +20 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 6,471 $525K 0.16% -46 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 6,416 $521K <0.01% 0 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 6,408 $520K 0.08% -222 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 6,382 $518K 0.38% -39 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 6,373 $517K 0.08% -886 13F-HR Timeline Group Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 6,349 $515K 0.25% +382 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 6,324 $513K 0.14% -3,385 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 6,320 $513K 0.01% +1,176 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,067 $493K 0.01% new 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 6,067 $493K 0.19% 0 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 6,056 $492K 0.54% +1,318 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 6,038 $490K 0.01% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 6,021 $489K 0.02% -454 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 6,015 $488K 0.1% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,005 $488K 0.03% -236 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 5,972 $485K 0.03% -551 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 11,176 $484K 0.02% +1,750 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 5,947 $483K 0.27% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 5,931 $482K 0.03% -483 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,887 $478K 0.02% new 13F-HR Timeline Group Dynamic Financial Group More: the full row for Dynamic Financial Group 5,886 $478K 0.41% 0 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 5,848 $475K 0.47% 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 5,837 $474K 0.12% -196 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 5,834 $474K 0.02% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 5,806 $467K 0.14% 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,742 $466K 0.01% +1,269 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 5,730 $465K 0.06% new 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 5,599 $455K 0.13% +5,298 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 5,584 $454K 0.01% -179 13F-HR Timeline AEGON USA Investment Management, LLC More: the full row for AEGON USA Investment Management, LLC 5,575 $453K 0.31% 0 13F-HR Timeline Vise Technologies, Inc. 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