Summa Corp. More: the full row for Summa Corp. 8,800 $883K 0.38% +2,000 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 8,694 $872K 0.08% -1,520 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,640 $867K <0.01% +692 13F-HR Timeline Group Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 8,576 $861K 0.21% +6,407 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 8,544 $857K 0.35% -409 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 8,528 $856K 0.66% -5,544 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 8,524 $855K 0.13% +2,032 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 8,470 $850K 0.71% +195 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 8,424 $845K 0.35% -724 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 8,350 $838K 0.34% +279 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 8,252 $828K 0.29% -1,813 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 8,217 $825K 0.37% +20 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 8,182 $824K 0.19% +1,290 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 8,175 $820K 0.02% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,093 $812K 0.05% -848 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 8,045 $810K 0.01% +89 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 8,008 $804K <0.01% 0 13F-HR Timeline Group BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 7,991 $802K 0.34% +4,394 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 7,933 $799K 0.02% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,911 $794K 0.08% -6,103 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 7,854 $790K 0.03% +504 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,870 $790K 0.09% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,790 $782K 0.01% +2,033 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 7,775 $780K 0.09% +5,000 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,686 $771K 0.03% -257 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 7,656 $768K 0.4% new 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 7,646 $767K 0.1% +132 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 7,631 $766K <0.01% -510 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 7,600 $763K 0.32% +3,131 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 7,576 $760K 0.03% +296 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 7,519 $754K 0.08% +252 13F-HR/A Timeline Group Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 7,500 $753K 0.15% -1,000 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 7,498 $752K 0.17% -238 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 7,491 $752K <0.01% +4,891 13F-HR Timeline Group Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 7,436 $746K 0.14% +3,989 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 7,091 $712K 0.19% -1,462 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 7,052 $708K 0.07% -3,021 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,971 $700K 0.01% +10 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 6,908 $693K 0.29% +230 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,907 $693K 0.22% +718 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 6,900 $692K 0.3% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 6,860 $688K 0.12% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 6,859 $688K 0.11% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,681 $670K 0.13% +23 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 6,648 $667K 0.67% -678 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 6,494 $652K 0.65% 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,396 $642K 0.01% 0 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 6,352 $637K 0.6% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,350 $637K 0.05% -100 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,337 $636K 0.03% -53 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,259 $629K 0.08% -655 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 6,234 $626K 0.45% 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 6,117 $614K 0.21% +1 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,111 $613K <0.01% +2,124 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 6,062 $608K 0.12% -264 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 6,046 $607K 0.08% -649 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 5,987 $601K 0.16% -2,464 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 5,975 $600K 0.11% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,935 $596K 0.13% -219 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,844 $586K <0.01% +243 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 5,750 $577K 0.56% 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 5,736 $576K 0.23% +3,183 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,622 $566K 0.02% +172 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 5,421 $544K 0.1% +3,841 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 5,386 $540K 0.29% +218 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 5,381 $540K 0.06% +149 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 5,351 $537K 0.31% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,337 $536K 0.01% -47 13F-HR Timeline Group Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 5,289 $531K 0.47% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,261 $528K 0.02% +222 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 5,231 $525K 0.05% -15 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 5,209 $523K 0.26% +472 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 5,201 $522K 0.2% +1,962 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,106 $512K 0.01% -2,865 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 5,071 $509K 0.08% -2,242 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 5,014 $503K 0.12% +1,015 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 5,003 $502K 0.9% +1,299 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,950 $497K 0.1% new 13F-HR/A Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,947 $496K 0.02% -118 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,940 $496K 0.01% +87 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 4,929 $495K 0.16% +1,827 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 4,889 $491K 0.14% +1,096 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,819 $484K 0.03% -446 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,809 $483K 0.1% -141 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 4,806 $482K 0.05% -1,601 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 4,766 $478K 0.23% -5,669 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,744 $478K 0.02% new 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 4,724 $474K 1.78% -32 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 4,723 $474K 0.07% -370,763 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,617 $463K <0.01% -1,495 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,605 $462K 0.1% 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 4,582 $460K 0.18% -428 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,504 $452K 0.03% +207 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 4,493 $451K 0.09% -3,263 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 4,475 $449K 0.06% -500 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,472 $449K 0.03% -260 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 4,449 $446K 0.07% +130 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 4,433 $445K 0.1% +70 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 4,431 $445K 0.3% -1,159 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 4,328 $436K 0.05% +1,495 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 4,307 $434K 0.16% -139 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 4,321 $434K 0.1% +83 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 4,313 $433K 0.12% -1,729 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 4,265 $428K 0.32% new 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 4,230 $424K 0.08% -6,574 13F-HR/A Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 4,179 $419K 0.14% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,161 $419K 0.03% -99 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 4,137 $415K 0.03% +637 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,136 $415K <0.01% +195 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 4,112 $413K 0.21% +496 13F-HR Timeline American Trust More: the full row for American Trust 2,908 $410K 0.03% -108 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,065 $408K 0.02% -1,810 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,064 $408K 0.02% +958 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,046 $406K 0.08% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,045 $406K 0.01% +84 13F-HR Timeline Group Serenity Investment Advisors More: the full row for Serenity Investment Advisors 4,000 $402K 0.23% 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 4,000 $401K 0.03% +1,000 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 4,000 $401K 0.08% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,985 $400K 0.12% +184 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,968 $400K 0.12% +1,007 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 3,962 $398K 0.13% +1,712 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,959 $397K 0.07% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,958 $397K 0.12% +1,167 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,949 $396K 0.06% +32 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,922 $394K <0.01% -44 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 3,863 $388K 0.73% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,804 $382K 0.02% +332 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,797 $381K 0.03% new 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 3,732 $374K 0.25% -98 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,685 $370K 0.01% -140 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,662 $367K 0.03% new 13F-HR Timeline Christian Investment Advisors, Inc. More: the full row for Christian Investment Advisors, Inc. 3,621 $363K 0.29% +188 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,620 $363K 0.03% +32 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 3,613 $363K 0.16% -1,194 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 3,602 $361K 0.39% 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,555 $358K 0.03% +895 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,567 $358K <0.01% new 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,528 $354K <0.01% +746 13F-HR Timeline Group WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 3,429 $344K 0.25% 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 3,419 $343K 0.04% +39 13F-HR/A Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,397 $341K 0.08% +10 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 3,392 $340K 0.07% -1,523 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,385 $340K 0.03% 0 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 3,338 $335K 0.28% 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 3,275 $329K 0.05% +635 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 3,254 $326K 0.12% -869 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 3,209 $322K 0.01% -330,128 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,180 $320K 0.02% +1 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,159 $317K 0.01% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,153 $316K 0.02% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,151 $316K 0.03% -261 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 3,090 $311K 0.19% 0 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. 3,093 $310K <0.01% +34 13F-HR Timeline Group BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,092 $310K 0.09% new 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 3,069 $308K <0.01% -16,910 13F-HR Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 3,067 $308K 0.11% new 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 3,058 $307K 0.21% 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 3,044 $305K 0.12% 13F-HR/A Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 2,996 $301K 0.28% 0 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,931 $294K 0.2% +32 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,923 $293K <0.01% -554 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 2,913 $292K 0.1% -1,962 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,884 $290K 0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,866 $288K 0.01% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,826 $284K 0.07% +5 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 2,819 $283K 0.16% -754 13F-HR Timeline Clarity Retirement & Wealth, LLC More: the full row for Clarity Retirement & Wealth, LLC 2,772 $278K 0.24% 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 2,762 $277K 0.18% -51 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,735 $274K 0.04% 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,716 $273K 0.09% -22 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 2,697 $271K 0.1% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,680 $270K 0.02% -1,144 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 2,684 $269K 0.12% +447 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 2,683 $269K 0.04% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,675 $268K <0.01% -1,611 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 2,666 $268K 0.01% -3,113 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,666 $268K 0.01% +5 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,637 $265K 0.1% -756 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,636 $264K 0.04% -251 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,629 $264K 0.02% -1,625 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 2,624 $263K 0.14% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,617 $263K 0.03% -854 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,593 $260K 0.02% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 2,585 $259K 0.15% -38 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 2,579 $259K 0.05% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,576 $258K 0.02% 0 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 2,565 $257K 0.11% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,552 $256K 0.01% -708 13F-HR Timeline Group Drake & Associates, LLC More: the full row for Drake & Associates, LLC 2,550 $256K 0.05% -795 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,546 $255K <0.01% +482 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,501 $251K 0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,483 $249K 0.08% +17 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,450 $246K 0.05% -570 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,443 $245K <0.01% -4,301 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,433 $244K 0.01% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,430 $244K 0.01% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,423 $243K 0.03% +73 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 2,426 $243K 0.13% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,350 $237K 0.03% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,345 $235K 0.03% new 13F-HR Timeline