Note Advisors, LLC More: the full row for Note Advisors, LLC 13,910 $1.15M 0.68% -107 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 13,865 $1.14M 0.17% -17,742 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 13,776 $1.14M 0.12% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 13,558 $1.12M 0.05% +337 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 13,228 $1.09M 0.27% +1,082 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13,053 $1.08M 0.02% +2,073 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 12,983 $1.07M 0.19% -186 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 12,801 $1.06M 0.03% -2,582 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 12,793 $1.06M 0.09% -1,864 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 12,377 $1.04M 0.64% 0 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 12,291 $1.04M 0.35% +758 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 12,362 $1.02M 0.03% 0 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 12,354 $1.02M 0.09% -23 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 12,290 $1.01M 0.3% -253 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 12,140 $1M <0.01% +9,044 13F-HR Timeline Group PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 12,115 $1M 0.47% 0 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 12,015 $992K 0.76% -99 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 11,845 $978K 0.25% 0 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 11,787 $973K 0.22% 0 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 11,784 $973K 0.66% -255 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 $966K 0.01% 0 13F-HR Timeline Group TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 11,336 $936K 0.37% -64 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 11,241 $928K 0.03% +108 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 11,067 $914K 0.58% +501 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 11,024 $910K 0.58% +39 13F-HR Timeline SWS Partners More: the full row for SWS Partners 10,986 $907K 0.22% -250 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 10,975 $906K 0.02% -350 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 10,960 $905K 0.02% -408 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 10,958 $905K 0.14% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 10,839 $895K 0.02% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 10,806 $892K 0.07% -1,294 13F-HR Timeline Group DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 10,736 $887K 0.57% +198 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 10,464 $874K 0.03% +35 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 10,518 $869K 0.01% +60 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,441 $862K 0.03% -378 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,425 $861K 0.05% -375 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 10,414 $860K 0.17% +2,224 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,317 $852K 0.02% -20 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 10,276 $849K 0.18% 0 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 10,219 $844K 0.37% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 10,174 $840K 0.12% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 9,816 $828K 0.06% +51 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 10,000 $826K 0.04% 0 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 9,995 $825K 0.27% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 9,951 $822K 0.64% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 9,868 $815K 0.15% 0 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 9,846 $813K 0.13% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 9,846 $813K 0.13% 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 9,823 $811K 0.22% +63 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,795 $809K 0.07% +3,138 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 9,698 $801K <0.01% -967 13F-HR Timeline Group Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 9,417 $778K 0.62% -25,810 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 9,341 $771K 0.13% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,299 $768K 0.01% +4,430 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 9,149 $756K 0.05% -1,987 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 9,415 $752K 0.02% 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 9,016 $745K 0.58% +510 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 8,946 $739K 0.13% +8,679 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 8,933 $738K 0.16% +497 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 8,933 $738K 0.15% +497 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,919 $737K 0.04% +19 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,869 $732K 0.05% -22,916 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 8,817 $728K 0.02% 0 13F-HR Timeline Group Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 8,746 $722K 0.28% -12 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 8,686 $717K 0.01% -691 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 8,539 $705K 0.24% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,517 $703K 0.04% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 8,502 $702K <0.01% new 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 8,431 $696K 0.15% +13 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 8,396 $693K 0.12% -4,700 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 8,362 $691K 0.03% 0 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 8,224 $679K 0.08% -223 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 8,211 $678K 0.17% +149 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 8,195 $677K 0.17% new 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 8,107 $669K 0.11% +234 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 8,105 $669K 0.04% -172 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 8,041 $664K 0.01% -8,278 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 8,033 $663K 0.13% -882 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 7,908 $653K 0.09% +7,305 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,815 $645K 0.03% +720 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 7,736 $639K 0.09% +494 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 7,725 $638K 0.11% -406 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,684 $635K 0.02% +311 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 7,680 $634K 0.08% +1,401 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 7,656 $632K 0.17% +50 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,638 $631K 0.02% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 7,582 $626K <0.01% 0 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,581 $626K 0.03% +1,775 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 7,557 $624K 0.28% +626 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 7,527 $622K 0.51% +131 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 7,517 $621K 0.06% +186 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 7,451 $615K 0.24% -208 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,431 $614K 0.06% -14,861 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 7,416 $612K 0.42% +3,268 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,402 $611K 0.07% +45 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 7,269 $604K 0.45% 0 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 $601K 0.04% 0 13F-HR Timeline Group Clare Market Investments LLC More: the full row for Clare Market Investments LLC 7,255 $599K 0.12% +4,225 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 7,252 $599K 0.09% new 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 7,239 $598K 0.2% 0 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 7,203 $595K 0.04% +2,598 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 7,199 $594K 0.29% -100 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 7,128 $589K 0.16% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 7,085 $585K 0.07% -5,390 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,914 $571K 0.07% -13 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 6,799 $561K 0.09% -224 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 6,751 $557K 0.05% -2,289 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 6,740 $557K 0.14% -6,340 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 6,688 $552K 0.09% +479 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 6,678 $551K 0.15% +365 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 6,617 $546K 0.18% -157 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 6,526 $539K 0.05% -770 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,524 $539K 0.03% new 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 6,484 $535K 0.17% 0 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 6,434 $531K 0.27% -1,220 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 6,430 $531K 0.02% 0 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 6,377 $527K 0.49% new 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 6,344 $524K 0.3% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,304 $521K 0.01% +17 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,191 $511K 0.01% -1,384 13F-HR Timeline Group Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 6,000 $495K 0.27% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 5,960 $492K 0.01% -305 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 5,951 $491K 0.14% +37 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 5,949 $491K <0.01% -148 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 5,925 $489K 0.04% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 5,867 $485K 0.03% 0 13F-HR Timeline Group AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 5,845 $483K 0.22% -215 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 5,792 $478K 0.01% new 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 5,765 $476K 0.31% -165 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 5,721 $472K 0.17% -296 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,714 $472K 0.01% -1,586 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 5,703 $471K 0.33% 0 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 5,676 $469K 0.28% -365 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,635 $465K 0.04% +152 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 5,624 $464K 0.03% 0 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,513 $464K 0.04% -14 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 5,456 $455K 0.68% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,489 $453K 0.01% +1,334 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,488 $453K 0.02% +70 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 5,482 $453K 0.11% -696 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,471 $452K 0.01% +234 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,460 $451K 0.16% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5,439 $449K 0.25% 0 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 5,435 $449K 0.14% +38 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 5,435 $449K 0.06% -103 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,348 $445K 0.11% -361 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 5,361 $443K 0.07% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 5,344 $441K 0.01% -2,540 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,332 $440K 0.01% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,314 $439K 0.01% new 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,281 $436K 0.04% -25 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,269 $435K 0.01% +1,402 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 5,150 $425K 0.33% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 5,125 $423K <0.01% -1,105 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,466 $423K 0.03% 0 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 5,083 $420K 0.15% +40 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 5,000 $413K 0.03% 0 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 5,000 $413K 0.15% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,975 $411K 0.03% +118 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 4,962 $410K 0.14% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,943 $408K 0.01% +1,815 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 4,925 $407K 0.21% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,862 $401K 0.03% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,842 $400K 0.02% +137 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 4,831 $399K 0.04% +452 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,722 $399K 0.07% -39 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 4,822 $398K 0.04% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 4,817 $398K <0.01% +682 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 4,795 $396K 0.1% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,786 $395K 0.01% -441 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strid Group, LLC More: the full row for Strid Group, LLC 4,716 $389K 0.05% 0 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 4,703 $389K 0.09% -35 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,612 $381K 0.14% +1,416 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 4,600 $380K <0.01% -2,924 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 4,598 $380K 0.11% -1,098 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,591 $379K 0.03% -52 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,491 $371K 0.01% 0 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,486 $370K 0.07% +50 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 4,449 $367K <0.01% -8,043 13F-HR Timeline Group True North Advisors, LLC More: the full row for True North Advisors, LLC 4,443 $367K 0.06% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,432 $366K 0.02% -80 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 4,387 $362K 0.04% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 4,367 $361K 0.03% +361 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,362 $360K 0.1% new 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 4,349 $359K 0.18% -96 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 4,642 $359K 0.04% +448 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,344 $359K 0.02% -58 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 4,336 $358K 0.13% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 4,314 $356K 0.14% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,313 $356K 0.02% +17 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,307 $356K 0.02% -45 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,298 $355K 0.05% +474 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,255 $351K 0.05% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,252 $351K <0.01% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,249 $351K 0.02% 0 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 4,190 $350K 0.12% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 4,222 $349K 0.22% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,115 $346K 0.03% -872 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,148 $343K 0.01% new 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 4,101 $339K 0.2% -12 13F-HR Timeline