SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 14,914 $1.15M 0.34% new 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 16,378 $1.15M 0.33% -39,963 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 14,657 $1.13M 0.1% -23,577 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 14,318 $1.11M 0.01% +3,234 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 14,203 $1.1M 0.71% -204 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 14,029 $1.08M 0.46% 0 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 14,017 $1.08M 0.75% -4,133 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 13,993 $1.08M 0.07% +5,664 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 13,810 $1.07M 0.71% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 13,776 $1.07M 0.12% -329 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 13,601 $1.05M 0.64% new 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 13,483 $1.04M 0.15% -930 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 13,221 $1.02M 0.07% +8,162 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 13,169 $1.02M 0.19% -172 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 13,096 $1.01M 0.18% +1,076 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 13,080 $1.01M 0.13% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 12,946 $1M 0.17% +726 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 12,769 $987K 0.16% +752 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 13,019 $982K 0.05% +7,200 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 12,674 $980K 0.41% -2,788 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 12,543 $970K 0.29% -502 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 12,492 $966K <0.01% +9,249 13F-HR/A Timeline Group Greenline Partners, LLC More: the full row for Greenline Partners, LLC 12,475 $964K 0.13% -3,109 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 12,377 $957K 0.62% -238 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 12,377 $957K 0.08% +4,862 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 12,362 $956K 0.03% +574 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 12,146 $939K 0.25% +1,361 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 12,115 $937K 0.5% 0 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 12,114 $937K 0.82% -21 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 14,158 $936K 0.08% +12,134 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 12,100 $935K 0.06% new 13F-HR/A Timeline Group Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 12,039 $931K 0.63% -1,181 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 11,845 $916K 0.25% 0 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 11,787 $911K 0.23% -153 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 11,700 $905K 0.01% 0 13F-HR Timeline Group GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 11,629 $899K 0.16% 0 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 11,400 $899K 0.37% -456 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 11,601 $897K 0.25% +756 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 11,533 $891K 0.32% +2,835 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,368 $879K 0.02% +640 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 11,325 $876K 0.02% 0 13F-HR Timeline SWS Partners More: the full row for SWS Partners 11,236 $869K 0.23% -340 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 11,136 $861K 0.06% +788 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 11,133 $861K 0.04% +5,023 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 10,985 $849K 0.57% -1,110 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,980 $849K 0.02% +5,363 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 10,924 $845K 0.3% -77 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,819 $836K 0.04% -22 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,800 $835K 0.05% +182 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 10,770 $833K 0.01% -1,589 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,665 $825K <0.01% -1,303 13F-HR Timeline Group VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 10,566 $817K 0.55% +832 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 10,538 $815K 0.56% +464 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 10,429 $811K 0.03% +89 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 10,458 $809K 0.02% +1,294 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 10,442 $807K 0.31% -2,304 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 10,348 $800K 0.64% +3,441 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,337 $799K 0.02% +402 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 10,276 $794K 0.19% +261 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 10,219 $790K 0.38% +67 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 10,174 $782K 0.13% +22 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 10,044 $776K 0.33% new 13F-HR/A Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 10,000 $773K 0.04% 0 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 9,995 $773K 0.28% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 9,951 $769K 0.66% +153 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 9,868 $763K 0.15% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 9,765 $755K 0.06% +13 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 9,760 $755K 0.22% -625 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 9,586 $741K 0.03% new 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 9,555 $739K 0.09% +1,594 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 9,372 $725K 0.05% +1,789 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 9,377 $725K 0.02% +868 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 9,341 $722K 0.13% -106 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 9,157 $708K 0.13% -776 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 9,040 $699K 0.05% -194 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,900 $688K 0.04% +1,094 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 8,889 $687K 0.34% +141 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 8,915 $686K 0.13% +46 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. 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More: the full row for CacheTech Inc. 8,436 $652K 0.12% -71,811 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 8,418 $651K 0.15% +2 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 8,362 $646K 0.03% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 8,282 $640K 0.05% +80 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 8,277 $640K 0.04% -26 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 8,190 $633K 0.14% new 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 8,131 $629K 0.12% +941 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 8,067 $624K 0.34% -490 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 8,062 $623K 0.17% -449 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 7,923 $613K 0.23% -67 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 7,884 $610K 0.02% new 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 7,873 $609K 0.11% +528 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 7,659 $592K 0.26% new 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 7,654 $592K 0.3% -876 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,638 $590K 0.02% -17,050 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 7,678 $590K 0.31% -637 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 7,606 $588K 0.18% +140 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 7,582 $586K <0.01% 0 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 7,575 $586K 0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 7,561 $585K <0.01% new 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 7,524 $582K <0.01% 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 7,396 $572K 0.48% +42 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,373 $570K 0.02% -53 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,357 $569K 0.07% +295 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 7,331 $567K 0.06% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,300 $564K 0.02% +1,323 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 7,299 $564K 0.29% 0 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 7,296 $564K 0.05% -242 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 7,274 $562K 0.04% -350 13F-HR Timeline Group UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 7,269 $562K 0.44% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 7,242 $560K 0.11% +810 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 7,239 $560K 0.2% 0 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 7,128 $551K 0.16% -17 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,095 $548K 0.03% +1,131 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 7,023 $543K 0.1% +688 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 6,931 $536K 0.26% -1,168 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,927 $536K 0.07% -7 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 6,774 $524K 0.18% -32 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,657 $515K 0.05% -78 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 6,484 $501K 0.18% -845 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 6,430 $497K 0.02% -984 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 6,344 $490K 0.3% 0 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 6,313 $488K 0.17% -1,373 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,287 $486K 0.01% +925 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 6,279 $485K 0.1% +1,981 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 6,265 $484K 0.01% +3,246 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 6,230 $482K <0.01% 0 13F-HR Timeline Group JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 6,209 $480K 0.09% new 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 6,178 $478K 0.12% -1,208 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,097 $471K <0.01% new 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 6,060 $469K 0.21% -443 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 6,017 $467K 0.18% -19 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 6,041 $467K 0.3% -479 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 5,930 $458K 0.32% 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 5,925 $458K 0.04% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 5,914 $457K 0.14% +137 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 5,867 $454K 0.03% +1,241 13F-HR Timeline Group GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 5,833 $451K 0.03% -11,946 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,806 $449K 0.02% +4 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 5,765 $446K 0.32% +152 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,736 $443K 0.02% -274 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,709 $441K 0.12% +87 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 5,703 $441K 0.34% -694 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 5,696 $440K 0.14% -5,212 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 5,624 $435K 0.03% new 13F-HR Timeline Group Wise Wealth Partners More: the full row for Wise Wealth Partners 5,544 $429K 0.72% 0 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 5,538 $428K 0.06% -406 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,527 $428K 0.04% -1,127 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,483 $424K 0.04% +83 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,466 $423K 0.03% +817 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 5,461 $422K 0.1% new 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,460 $422K 0.16% +8 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 5,456 $422K 0.76% -232 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5,439 $420K 0.26% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,418 $419K 0.02% +374 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 6,000 $419K 0.25% 0 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 5,397 $417K 0.14% +22 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 5,361 $415K 0.07% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 5,323 $412K 0.05% +273 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,306 $410K 0.05% +9 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,237 $405K 0.01% -471 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,227 $404K 0.01% 0 13F-HR/A Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 5,150 $398K 0.32% +116 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 5,083 $393K 0.02% +65 13F-HR Timeline Group ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 5,043 $390K 0.15% -1,117 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 5,000 $387K 0.03% 0 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 5,000 $387K 0.17% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,987 $386K 0.03% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,979 $385K 0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,976 $385K 0.14% -7,700 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 4,925 $381K 0.17% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 4,906 $379K 0.09% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,869 $376K 0.01% new 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,862 $376K 0.03% +25 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,857 $375K 0.03% -607 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 4,822 $373K 0.04% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 4,795 $371K 0.1% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,761 $368K 0.07% 0 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 4,753 $367K 0.18% -124 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 4,754 $367K 0.11% -6,271 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 4,738 $366K 0.12% -468 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 4,716 $365K 0.05% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,705 $364K 0.01% -1,491 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,643 $359K 0.04% +19 13F-HR Timeline Group Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 4,605 $356K 0.03% +519 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 4,589 $355K 0.05% +47 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,512 $349K 0.03% -232 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,491 $347K 0.01% 0 13F-HR Timeline Group Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 4,445 $344K 0.2% -527 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,443 $344K 0.07% +6 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,436 $343K 0.07% +200 13F-HR Timeline McGlone Suttner Wealth Management, Inc. 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