EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 11,707 $4.3M 0.23% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 11,691 $4.3M <0.01% +11,190 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 11,485 $4.22M 0.06% -1,821 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 11,457 $4.21M 0.61% -559 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 11,408 $4.19M 0.04% -197 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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More: the full row for Bright Futures Wealth Management, LLC. 6,444 $2.37M 1.62% +52 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 6,388 $2.35M 1.88% +47 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,383 $2.35M 0.01% +117 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 6,216 $2.28M 1.58% +10 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 6,193 $2.28M 1.37% -162 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 6,183 $2.27M 0.05% +5,533 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 6,041 $2.22M 0.89% -145 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. 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More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 5,771 $2.12M 0.74% +971 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 5,675 $2.09M 0.89% +110 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 5,602 $2.06M 0.54% -7,128 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 5,563 $2.04M 1.19% -119 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 5,532 $2.04M 0.49% -297 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,506 $2.02M 0.19% +118 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 5,441 $2M 0.23% -1,655 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 5,413 $1.99M 0.48% +174 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 5,376 $1.98M 0.32% -165 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,334 $1.96M 0.07% +334 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,177 $1.9M 0.06% 0 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 5,158 $1.9M 1.03% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,155 $1.89M 0.01% -285 13F-HR Timeline Group Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 5,098 $1.87M 0.55% +5 13F-HR Timeline Sovereign Financial Group, Inc. 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More: the full row for Ausdal Financial Partners, Inc. 4,341 $1.6M 0.07% -140 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,311 $1.58M <0.01% +25 13F-HR Timeline Group STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 4,295 $1.58M 0.17% +6 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 4,275 $1.57M 0.6% +1,020 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,217 $1.55M 0.12% +3 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,199 $1.54M 0.05% +49 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 18,318 $1.54M 0.12% +14,784 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,187 $1.54M 0.17% new 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 4,180 $1.54M 0.03% +46 13F-HR Timeline Group WESTBOURNE INVESTMENTS, INC. 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Prosperity Capital Advisors 3,871 $1.42M 0.08% +1,072 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,855 $1.42M 0.02% -54 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,817 $1.4M 0.03% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,812 $1.4M 0.03% -11 13F-HR Timeline Group Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,809 $1.4M 0.52% -10,037 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 3,796 $1.39M 1.03% -151 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,792 $1.39M 0.08% +1,768 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 3,785 $1.39M 0.38% -27 13F-HR Timeline Dana Investment Advisors, Inc. 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