Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 4,891 $618K 0.17% +395 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 4,824 $613K 0.08% 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 4,783 $604K 0.12% +1,276 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 4,774 $603K 0.1% -9,964 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 4,757 $601K 0.03% -197 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 4,756 $601K 0.47% 0 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 4,753 $600K <0.01% new 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,692 $593K 0.13% 0 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 4,676 $591K 0.25% -276 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,657 $588K 0.01% +1,709 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 4,605 $582K 0.06% -10,472 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,573 $580K 0.01% +6 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,535 $573K 0.01% +32 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 15,315 $571K 0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 4,507 $569K 0.15% +511 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 4,501 $569K 0.01% -571 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,419 $558K 0.03% +221 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,372 $552K 0.01% +296 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,367 $552K 0.01% -2,963 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 4,366 $551K 0.13% 0 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 4,297 $543K 0.11% -315 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 4,281 $541K 0.02% -870 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,276 $540K 0.01% +528 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 4,275 $540K 0.29% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,275 $540K 0.01% +696 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,265 $539K 0.01% -2,161 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,263 $538K 0.01% +624 13F-HR Timeline Group ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 4,231 $534K 0.09% -74 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 4,212 $532K 0.27% +92 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,210 $532K <0.01% -1,296 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,202 $531K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,184 $528K 0.04% +2,685 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 4,150 $526K 0.02% +3 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,152 $524K 0.02% +1 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 4,150 $524K 0.09% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 4,136 $522K 0.16% -474 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 4,132 $522K 0.13% -104 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 4,130 $522K 0.01% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,288 $521K 0.01% +654 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,122 $521K 0.01% -65 13F-HR Timeline Group Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 4,097 $517K 0.1% +24 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 4,085 $516K 0.23% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,070 $514K 0.02% +361 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,056 $512K 0.03% new 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 4,051 $512K 0.01% -413 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 4,049 $511K 0.25% +2 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,015 $507K 0.02% -52 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,946 $498K <0.01% +464 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,926 $496K 0.02% -111 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,907 $494K 0.03% +172 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,894 $492K 0.03% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,892 $492K 0.01% -18 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,889 $491K 0.02% -219 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,879 $490K 0.01% +22 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 3,870 $489K 0.42% -380 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,820 $483K 0.04% +410 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,804 $482K 0.02% new 13F-HR Timeline Group FJ Capital Management LLC More: the full row for FJ Capital Management LLC 3,814 $482K 0.06% new 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 3,806 $481K 0.26% 0 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 3,800 $480K +59 Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 3,800 $480K 0.03% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,936 $480K 0.03% -147 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,783 $478K 0.03% -234 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. 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More: the full row for Koshinski Asset Management, Inc. 3,579 $452K 0.02% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,575 $452K 0.05% 0 13F-HR/A Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 3,573 $451K 0.14% -200 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,569 $450K 0.1% -540 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,513 $444K 0.01% +623 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 3,500 $442K 0.16% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,500 $442K 0.03% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,458 $437K <0.01% +667 13F-HR/A Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,448 $436K 0.01% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 3,447 $435K 0.11% +10 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 3,390 $431K 0.05% -73 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 3,392 $428K <0.01% -1,482 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,364 $425K 0.01% +101 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,318 $419K 0.01% 0 13F-HR Timeline American Investment Services, Inc. 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More: the full row for Ellevest, Inc. 3,204 $402K 0.05% -393 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,103 $401K 0.04% +55 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,157 $399K 0.02% +104 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,148 $398K 0.06% -79 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,182 $395K 0.02% +41 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,112 $393K 0.08% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,108 $393K 0.02% +442 13F-HR Timeline AEW CAPITAL MANAGEMENT L P in group AEW CAPITAL MANAGEMENT L P More: the full row for AEW CAPITAL MANAGEMENT L P 3,100 $392K 0.02% new 13F-HR Timeline Group GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,079 $389K <0.01% -478 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,078 $389K 0.01% +90 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,078 $389K 0.02% -151 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,061 $387K 0.03% +81 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,037 $384K 0.03% +722 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,019 $384K 0.02% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,022 $382K 0.03% +692 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,016 $381K 0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 3,000 $379K 0.09% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 3,000 $379K 0.25% 0 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,995 $378K 0.1% +47 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 2,972 $375K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,969 $375K <0.01% -1,609 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 2,958 $374K 0.04% -1,479 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,954 $373K 0.03% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,920 $369K 0.03% -5 13F-HR/A Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,915 $368K 0.02% +192 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,902 $367K 0.01% new 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,891 $365K 0.01% +89 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,884 $364K 0.01% +88 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,882 $364K 0.34% +406 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 2,861 $361K 0.02% 0 13F-HR Timeline Group AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,860 $361K 0.02% +194 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,858 $361K 0.02% +5 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,857 $361K 0.06% -10 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,824 $359K 0.04% +741 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,842 $359K 0.02% +20 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,826 $357K 0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2,804 $357K 0.02% +17 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 2,815 $356K 0.21% +25 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,812 $355K 0.02% +508 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,808 $355K 0.05% 0 13F-HR Timeline Group Jordan Park Group LLC More: the full row for Jordan Park Group LLC 2,803 $354K 0.02% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,793 $353K 0.02% +10 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,791 $353K 0.01% -2,695 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 2,784 $352K 0.16% +278 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,779 $351K <0.01% -14 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 2,755 $348K 0.21% 0 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 2,746 $347K 0.06% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,729 $345K 0.01% +528 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 2,729 $345K 0.06% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 2,725 $344K 0.03% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,714 $343K 0.17% +23 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,711 $342K 0.05% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 3,350 $342K 0.06% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,702 $341K 0.01% -2,436 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,696 $341K 0.04% +2 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 2,696 $341K <0.01% 0 13F-HR Timeline Group KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 2,696 $341K 0.04% +54 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,679 $338K 0.02% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,666 $337K 0.01% -155 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,650 $335K 0.24% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,635 $333K 0.01% -121 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,604 $329K 0.02% +479 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 2,580 $326K 0.11% +90 13F-HR Timeline GHP Investment Advisors, Inc. 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More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,448 $309K 0.02% +98 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,438 $308K 0.03% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,417 $305K 0.03% -384 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,412 $305K 0.01% +402 13F-HR Timeline Bridgelight Financial Advisors, Inc. More: the full row for Bridgelight Financial Advisors, Inc. 2,405 $304K 0.21% -24 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 2,445 $303K 0.1% -1,350 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 2,391 $302K <0.01% -927 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,386 $301K <0.01% +231 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,378 $300K 0.1% -85 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,360 $300K 0.04% -190 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,360 $298K 0.03% +11 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,360 $298K <0.01% +80 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,360 $298K 0.02% +320 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,354 $297K 0.01% +126 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,348 $297K 0.02% +24 13F-HR Timeline SMITH, MOORE & CO. 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