Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 12,553 $1.11M 0.11% -1,353 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 12,537 $1.11M 0.55% -18,902 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 12,500 $1.1M 0.35% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 12,420 $1.09M 0.07% +3,999 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 12,376 $1.09M 0.08% -4,571 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 12,338 $1.09M 0.01% -201 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 12,247 $1.08M 0.14% -2,955 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 12,243 $1.08M 0.02% +92 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12,222 $1.08M 0.04% -7,116 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 12,175 $1.07M 0.53% -5,170 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 12,116 $1.07M 0.66% +50 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 11,970 $1.06M 0.58% 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 12,389 $1.05M 0.5% -1,476 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 11,820 $1.04M 0.26% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 11,818 $1.04M 0.2% +23 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,783 $1.04M 0.04% +299 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 11,771 $1.04M 0.19% +1,470 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 11,758 $1.04M 0.92% -274 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 11,691 $1.03M 0.38% -3,016 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 11,677 $1.03M 0.71% +1,688 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 11,787 $1.02M 0.02% 0 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 11,576 $1.02M 0.31% -2,485 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 11,573 $1.02M 0.54% -11,060 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 11,555 $1.02M 0.01% +2,919 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 11,849 $1.02M 0.14% -12,338 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 11,482 $1.01M 0.23% -1,426 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 11,452 $1.01M 0.03% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 11,443 $1.01M 0.14% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 11,396 $1M 0.21% -5,130 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 11,242 $991K 0.32% -640 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 11,197 $987K 0.08% -252 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 11,140 $982K 0.54% +300 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 11,083 $977K 0.04% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 11,054 $975K 0.9% +50 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 11,020 $972K 1% -816 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 10,977 $968K 0.38% +1 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 11,186 $967K 0.42% -20,368 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 10,957 $966K 0.65% new 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 10,954 $966K 0.12% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 10,900 $961K 0.15% +4,485 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 10,823 $954K 0.27% -12,478 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 10,779 $950K 0.2% -2,094 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 10,742 $947K 0.31% -212 13F-HR/A Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 10,680 $942K 0.28% +321 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 10,652 $939K 0.04% +1,000 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 10,624 $937K 0.68% +58 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 10,600 $934K 0.03% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 10,594 $934K 0.41% +483 13F-HR/A Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 10,557 $931K 0.95% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 10,497 $925K 0.09% +1,620 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,494 $925K 0.03% -1,824 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 10,441 $921K 0.56% -916 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 10,424 $919K 0.16% -7,946 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 10,392 $916K 0.06% -125 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 10,379 $915K 0.02% -1,329 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 10,337 $911K 0.36% -343 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 10,300 $908K 0.7% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 10,294 $908K 0.27% 0 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 10,110 $907K 0.82% -991 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 10,241 $903K 0.13% -18 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 10,240 $903K 0.36% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 10,160 $896K 0.01% +307 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 10,153 $895K 0.11% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 10,120 $892K 0.09% new 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 10,116 $892K 0.06% -254 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 10,073 $888K 0.15% +2,822 13F-HR Timeline Group PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 10,062 $887K 0.3% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 10,055 $886K 0.01% +1,076 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 10,046 $886K 0.21% -1,454 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 10,000 $882K 0.08% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 9,775 $862K 0.51% +1,175 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 9,775 $862K 0.01% -7,116 13F-HR Timeline Group Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 9,736 $858K 0.88% -1,432 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 9,729 $858K 0.06% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 9,717 $857K 0.04% -459 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 9,712 $856K 0.09% -14,696 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 9,689 $854K 0.69% -8,867 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 9,670 $853K 0.23% 0 13F-HR Timeline Compass Financial Group, Inc. (Ohio) More: the full row for Compass Financial Group, Inc. (Ohio) 9,661 $852K 0.62% +2,051 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 9,654 $851K 0.88% +1,747 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 9,630 $849K 0.16% -740 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 9,605 $847K 0.09% +103 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 9,579 $844K 0.44% +1,625 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 9,473 $842K 0.02% +1,759 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 9,548 $842K 0.23% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 9,511 $839K <0.01% -763 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 9,452 $833K 0.4% +80 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 9,438 $832K 0.07% +941 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 10,243 $831K 0.15% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 9,419 $830K 0.07% -70 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 9,398 $829K 0.09% +2,570 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 9,376 $827K 0.03% -100 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 9,360 $825K 0.03% +270 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 9,322 $822K 0.05% +6,597 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 9,276 $818K 0.61% -6,777 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 9,267 $817K 0.3% -40 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 9,250 $815K 0.26% -450 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 9,239 $815K 0.02% 0 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 9,226 $813K 0.21% 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 9,215 $812K 0.18% -710 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 9,169 $808K 0.22% +6,396 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 9,142 $806K 0.76% 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 9,129 $805K 0.06% -8,425 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 9,124 $804K 0.13% -408 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 9,123 $804K 0.05% +5,223 13F-HR Timeline Group Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 9,063 $799K 0.41% -11,023 13F-HR Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 9,026 $796K 0.75% -6,576 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 9,022 $795K 0.03% -1,868 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 9,006 $794K 0.06% +2,521 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 9,000 $793K 0.14% new 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 9,000 $793K 0.07% -78 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 8,998 $793K 0.04% -5,126 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 8,998 $793K 0.03% +1,205 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,967 $791K 0.08% +315 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 8,973 $790K 0.06% 0 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 8,956 $790K 0.44% +113 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 8,847 $780K 0.75% +4,502 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 8,786 $775K 0.23% -13,268 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 8,755 $772K <0.01% +6,005 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 8,691 $766K 0.03% -4,830 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 8,664 $764K 0.34% -3,386 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 8,640 $762K 0.14% -2,922 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 8,639 $762K 0.4% -330 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 8,630 $761K 0.44% 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 8,638 $761K 0.16% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 8,575 $756K 0.05% -650 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 8,566 $755K 0.01% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 8,520 $751K 0.07% +226 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 8,500 $749K 0.07% 0 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 8,464 $746K 0.11% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 8,415 $742K 0.18% +266 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 8,201 $740K 0.04% +3,627 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 8,375 $738K 0.05% -2,109 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 8,275 $730K 0.17% -100 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 8,269 $729K 0.17% -206 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 8,256 $728K 0.09% 0 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 8,226 $725K 0.6% 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 8,225 $725K 0.13% new 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 8,212 $724K 0.12% -1,150 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 8,195 $722K 0.01% +600 13F-HR Timeline Group Index Technologies Group LLC More: the full row for Index Technologies Group LLC 8,168 $720K 0.78% +323 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 8,157 $719K 0.03% -57 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 8,152 $719K 0.05% 0 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 8,061 $711K 0.34% -10 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 8,059 $710K 0.36% -20,122 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 8,049 $710K 0.33% -195 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 8,031 $708K 0.73% -14 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 8,010 $706K 0.74% +832 13F-HR Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 7,976 $703K 2.19% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 7,972 $703K 0.15% -550 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 7,963 $702K 0.08% +1,250 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 7,946 $701K 0.66% +4,301 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 7,922 $698K 0.2% -1,036 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,905 $697K 0.03% +243 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 7,856 $693K 0.3% -138 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 7,839 $691K 0.11% -439 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 7,832 $690K 0.59% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 7,827 $690K 0.01% +2,442 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 7,815 $689K 0.01% -854 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 7,814 $689K 0.09% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 7,811 $689K 0.13% 0 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 7,805 $688K 0.39% -379 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 7,797 $687K 6.3% -17,922 13F-HR Timeline McAlvany Wealth Management LLC More: the full row for McAlvany Wealth Management LLC 8,087 $687K 0.46% -5 13F-HR/A Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 7,777 $686K 0.41% 0 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 7,752 $683K 0.07% -3,009 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 7,769 $682K 0.21% +238 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 7,716 $680K 0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 7,534 $676K 0.03% -532 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 7,612 $671K 0.17% -2,606 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 7,600 $670K 0.28% +318 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 7,534 $664K 0.51% -647 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 7,525 $663K 0.11% -1,725 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 7,524 $663K 0.53% -454 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 7,512 $662K 0.06% -2,079 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 7,500 $661K 0.36% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,460 $658K 0.14% -2,037 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 7,450 $657K 0.5% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 7,434 $655K 0.03% +955 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 7,408 $653K 0.05% -327 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 7,380 $651K 0.47% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 7,380 $651K 0.07% +3,894 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 7,368 $650K 0.09% +662 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 7,237 $649K 0.05% -2,140 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 7,323 $646K 0.04% +92 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 7,307 $644K 0.2% +422 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 7,252 $639K 0.67% +1,139 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 7,240 $638K 0.41% +635 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 7,235 $638K 0.05% -41 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 7,220 $637K 0.06% -1,144 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 7,182 $633K 0.05% -1,765 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 7,179 $633K 0.11% +4,007 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 7,133 $629K 0.33% -60 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 7,129 $628K 0.05% +92 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 7,121 $628K 0.23% -1,442 13F-HR/A Timeline Group Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 7,087 $625K 0.12% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 7,036 $620K 0.01% new 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 7,030 $620K 0.31% +38 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 7,013 $618K 0.08% -54 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 7,009 $618K 0.1% +323 13F-HR Timeline