Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,157 $727K 0.07% +2 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,151 $723K 0.2% +14 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 1,150 $723K 0.02% +150 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,148 $721K 0.18% +234 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 1,146 $720K 0.13% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,142 $718K 0.05% -88 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,142 $718K 0.06% +217 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,140 $717K 0.03% -2,351 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,134 $713K 0.08% -117 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,134 $713K 0.09% +58 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,129 $710K 0.41% -91 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,129 $710K 0.14% -15 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 1,126 $707K 0.14% +42 13F-HR Timeline GG Group Ventures, LLC More: the full row for GG Group Ventures, LLC 1,122 $705K 0.93% -496 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,114 $700K 0.04% -14 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,063 $698K 0.08% 0 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 1,105 $694K 0.41% 0 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 1,105 $694K 0.29% 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 1,100 $691K 0.34% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,098 $690K 0.02% +90 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,095 $688K 0.22% -507 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,108 $688K 0.23% -86 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,093 $687K 0.42% +465 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,093 $687K 0.27% +4 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,090 $685K 0.06% +116 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,087 $683K 0.18% +9 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,087 $683K 0.2% -5 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 1,100 $683K 0.12% 0 13F-HR/A Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 1,083 $681K 0.13% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,083 $681K 0.04% -54 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,075 $677K 0.06% -1,152 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,066 $670K 0.14% 0 13F-HR/A Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 1,066 $670K 0.45% -273 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,061 $667K 0.03% -6 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,060 $666K 0.02% +294 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,059 $666K +9 Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,057 $664K 0.14% -24 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 1,055 $663K 0.03% 0 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 1,053 $662K 0.28% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,048 $659K 0.01% -1,146 13F-HR/A Timeline Avitas Wealth Management LLC More: the full row for Avitas Wealth Management LLC 1,046 $657K 0.09% -23 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,044 $656K 0.12% +32 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,038 $652K 0.16% -86 13F-HR Timeline Group Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,037 $652K 0.08% +260 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,035 $650K 0.03% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,026 $645K 0.35% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,014 $638K 0.02% +8 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,012 $636K 0.02% +169 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,008 $634K 0.05% -8 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,001 $629K 0.01% 0 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 1,000 $628K 0.03% 0 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 1,000 $628K 0.04% -1,750 13F-HR Timeline Group Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 997 $627K 0.54% +120 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 994 $625K 0.02% +670 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 992 $623K 0.14% 0 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 986 $621K 0.26% -221 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 988 $621K 0.43% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 987 $620K 0.06% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 983 $618K 0.01% -16 13F-HR Timeline Group Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 982 $617K 0.16% +53 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 977 $614K 0.08% -69 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 976 $613K 0.09% +43 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 975 $613K 0.13% +6 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 973 $612K 0.39% -90 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 970 $610K 0.28% +497 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 963 $605K 0.2% +91 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 962 $605K 0.09% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 961 $604K 0.23% -332 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 960 $603K 0.33% +767 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 958 $602K 0.27% 0 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 957 $601K 0.4% +1 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 956 $601K 0.27% -5 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 956 $601K 0.64% 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 953 $599K 0.08% +104 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 950 $597K 0.4% -15 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 948 $596K 0.03% +89 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 946 $595K 0.05% -27 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 942 $592K 0.06% +8 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 941 $591K 0.43% +4 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 941 $591K 0.19% -525 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 938 $590K 0.36% +30 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 934 $587K 0.04% +394 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 933 $586K 0.07% -184 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 933 $586K 0.08% -719 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 928 $583K 0.37% +128 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 928 $583K 0.11% -5 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 927 $583K 0.09% -940 13F-HR Timeline Group Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 926 $582K <0.01% -17,695 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 925 $581K 0.25% 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 925 $581K 0.26% new 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 935 $581K 0.4% -39 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 924 $581K 0.05% -33 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 922 $580K 0.19% -24 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 919 $577K 0.16% 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 926 $575K 0.19% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 918 $572K 0.13% +16 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 905 $569K 0.06% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 904 $568K 0.08% +272 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 900 $566K 0.11% +45 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 900 $566K 0.17% 0 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 896 $563K 0.38% -43 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 895 $563K 0.18% -243 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 894 $562K 0.04% -1,503 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 904 $561K 0.24% 0 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 891 $560K <0.01% -204 13F-HR Timeline Group CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 891 $560K 0.03% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 891 $560K 0.04% +2 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 889 $559K 0.02% +19 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 885 $556K 0.03% +107 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 878 $552K 0.32% +55 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 876 $551K 0.39% +4 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 872 $548K 0.12% 0 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 871 $547K 0.3% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 869 $546K 0.13% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 862 $542K 0.06% +87 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 862 $542K 0.1% -365 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 855 $537K 0.04% +20 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 855 $537K 0.36% -15 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 854 $537K 0.15% +36 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 852 $535K 0.37% 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 850 $534K 0.04% +8 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 850 $534K 0.02% -163 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 843 $530K 0.04% -446 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 843 $530K 0.48% +46 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 843 $530K 0.53% 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 842 $529K 0.06% +54 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 841 $529K 0.31% 0 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 840 $528K 0.78% 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 835 $525K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 834 $524K 0.22% 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 829 $521K 0.05% +325 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 829 $521K 0.07% +201 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 828 $521K 0.27% +243 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 822 $517K 0.04% 0 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 817 $514K 0.02% -37 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 814 $512K 0.21% -843 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 813 $511K 0.08% +482 13F-HR/A Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 811 $510K <0.01% 0 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 810 $509K 0.5% 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 809 $508K 0.1% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 807 $507K 0.32% 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 804 $505K 0.03% +2 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 797 $501K 0.13% +788 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 794 $499K 0.19% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 846 $496K 0.23% +64 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 838 $495K 0.14% -27 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 787 $495K 0.08% +118 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 785 $494K 0.05% +16 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 782 $491K 0.26% -20 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 782 $491K 0.39% -15 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 780 $490K 0.2% 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 785 $489K 0.04% -483,543 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 777 $488K 0.02% -1,755 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 772 $485K 0.18% +62 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 772 $485K 0.14% +64 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 771 $485K 0.05% +7 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 771 $484K 0.26% +1 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 767 $482K 0.03% -1,405 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 767 $482K 0.04% +2 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 767 $482K 0.31% -120 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 766 $481K 0.08% 0 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 766 $481K 0.42% +12 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 765 $481K 0.01% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 760 $478K 0.12% +18 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 759 $477K 0.05% -280 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 757 $476K 0.04% +6 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 756 $475K 0.43% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 754 $474K 0.17% +1 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 754 $474K 0.22% +13 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 754 $474K 0.33% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 753 $473K 0.13% +15 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 751 $472K 0.05% +64 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 750 $472K 0.17% new 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 750 $471K 0.04% 0 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 750 $471K 0.24% -134 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 749 $471K 0.08% -491 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 746 $469K <0.01% +1 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 743 $467K 0.45% +8 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 739 $464K 0.29% +30 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 739 $464K 0.05% -241 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 739 $464K 0.02% +12 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 737 $463K 0.03% +98 13F-HR/A Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 734 $461K 0.15% -202 13F-HR/A Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 733 $461K 0.01% -657 13F-HR Timeline Group FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 732 $460K 0.04% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 732 $460K 0.01% -27 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 729 $458K 0.12% 0 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 729 $458K 0.46% 0 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 731 $456K 0.11% +13 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 725 $456K 0.07% 0 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 724 $455K 0.16% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 723 $455K 0.02% +66 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 723 $454K 0.02% -191 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 720 $454K 0.16% -129 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 717 $451K 0.22% -56 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 711 $447K 0.04% -70 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 709 $446K 0.02% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 709 $446K 0.06% +61 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 708 $445K 0.28% -83 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 707 $444K 0.06% 0 13F-HR Timeline