Vest Financial, LLC More: the full row for Vest Financial, LLC 1,929 $358K <0.01% +429 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 1,921 $356K 0.28% -127 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,917 $356K 0.11% 0 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 1,916 $355K 0.04% -7 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,910 $354K 0.07% +195 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,908 $354K 0.02% +519 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,908 $354K 0.01% new 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 1,906 $354K 0.02% new 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 1,933 $354K 0.16% -5 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,896 $352K 0.04% -732 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,878 $348K 0.13% -400 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,876 $348K 0.05% +656 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,871 $347K 0.12% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,934 $347K <0.01% -1,352 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,865 $346K <0.01% -47 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,858 $345K 0.01% -70 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,853 $344K 0.13% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,852 $344K 0.1% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,829 $339K 0.05% +6 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 1,820 $338K 0.2% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,806 $335K 0.05% -85 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 1,800 $335K 0.04% -17 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 1,800 $334K 0.03% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,798 $334K 0.04% 0 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 1,798 $334K 0.07% +24 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,788 $332K 0.03% -9 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,780 $330K 0.08% +2 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,778 $330K 0.06% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,772 $329K 0.02% -79 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,762 $327K 0.01% +80 13F-HR Timeline Group CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,761 $327K 0.05% -366 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,758 $326K 0.02% +56 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,756 $326K 0.05% 0 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 1,756 $326K 0.02% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,755 $326K 0.24% -74 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,894 $324K 0.07% -471 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,718 $323K 0.05% +199 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 1,738 $322K 0.26% 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 1,736 $322K 0.06% 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,730 $321K 0.02% -107 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,730 $321K 0.12% +123 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 1,727 $320K 0.04% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,720 $319K 0.01% -10 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,708 $317K 0.01% -2 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,706 $316K 0.13% +158 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,702 $316K 0.01% -77 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,697 $315K 0.04% -249 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 1,690 $314K 0.03% -60 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,688 $313K 0.03% 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,688 $313K 0.02% 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,686 $313K 0.01% +1 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 890 $313K 0.05% 0 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 1,681 $312K 0.19% 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,679 $311K 0.05% +46 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,677 $311K 0.03% -153 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 1,677 $311K 0.19% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,672 $310K 0.01% +776 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,664 $309K 0.02% +20 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,663 $309K 0.01% +124 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 1,658 $308K 0.11% -46 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,658 $308K 0.04% -464 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 1,657 $307K 0.04% -22 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,657 $307K 0.02% -785 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 1,651 $306K 0.09% -48 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,673 $306K 0.03% +63 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,626 $302K 0.01% -420 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 1,623 $301K 0.13% 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 1,619 $300K 0.09% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,618 $300K 0.01% +100 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 1,610 $299K 0.1% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,609 $299K 0.14% 0 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 1,607 $298K 0.1% -44 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,607 $298K 0.12% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,606 $298K 0.01% -99 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,605 $298K 0.02% -113 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,602 $297K 0.01% -793 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 1,589 $295K 0.02% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,585 $294K 0.24% -1,120 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,580 $293K 0.07% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,567 $291K 0.29% 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,558 $289K 0.01% +119 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,550 $288K 0.02% -45 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,549 $287K 0.02% +31 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 1,545 $287K 0.1% 13F-HR/A Timeline EWA, LLC More: the full row for EWA, LLC 1,544 $286K 0.07% -194 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,543 $286K 0.08% new 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 1,541 $286K 0.04% +37 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,537 $285K 0.09% +4 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,535 $285K 0.04% +423 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 1,557 $284K 0.05% +374 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 1,530 $284K 0.08% -94 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 1,524 $283K 0.18% 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,521 $282K 0.02% +202 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 1,520 $282K <0.01% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,519 $282K 0.05% +36 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,552 $281K 0.08% +137 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,516 $281K 0.01% -525 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,516 $281K 0.01% +46 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,512 $281K 0.02% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,502 $279K 0.05% +154 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,501 $278K 0.03% new 13F-HR/A Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,500 $278K 0.02% +502 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 1,500 $278K 0.12% -20 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 1,500 $278K 0.36% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,497 $278K 0.18% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,496 $278K 0.09% -110 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 1,496 $278K 0.04% 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,493 $276K 0.07% -5 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,484 $275K 0.1% 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,484 $275K 0.04% -518 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,479 $274K 0.02% -155 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,477 $274K 0.07% -2,762 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,470 $273K 0.13% 0 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,466 $272K 0.18% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,459 $271K 0.01% +97 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,452 $269K 0.01% -30 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,450 $269K <0.01% 0 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,450 $269K 0.01% +18 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,449 $269K 0.02% +72 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1,444 $268K 0.01% new 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 1,436 $266K 0.11% -997 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,436 $266K 0.24% 0 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 1,435 $266K 0.08% -25 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,430 $265K 0.03% -150 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,429 $265K 0.85% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,426 $265K 0.09% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,653 $264K 0.01% -406 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,423 $264K <0.01% 0 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 1,421 $264K 0.13% +1 13F-HR/A Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,418 $263K 0.03% +84 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,417 $263K 0.02% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,410 $262K 0.03% +401 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,410 $262K 0.06% 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 1,406 $261K <0.01% -931,131 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,403 $260K 0.05% -100 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,403 $260K 0.02% -364 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 1,401 $260K 0.01% +6 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 1,400 $260K <0.01% -130 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,400 $260K 0.05% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,400 $260K 0.07% -3,902 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,398 $259K 0.06% -219 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,395 $259K 0.04% -13 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,390 $258K 0.14% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,379 $256K 0.03% -250 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,370 $254K 0.06% 0 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 1,368 $254K 0.19% +6 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,368 $254K 0.15% +29 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 1,356 $252K <0.01% 0 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 1,352 $251K 0.03% -240 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,351 $251K 0.02% +230 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 1,350 $250K 0.01% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,350 $250K 0.02% -939 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,346 $250K 0.01% +141 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,339 $248K 0.06% +24 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,337 $248K 0.01% 0 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,323 $248K <0.01% +292 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,330 $247K 0.02% -108 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,330 $247K 0.01% +153 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,328 $246K <0.01% -12 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,325 $246K 0.01% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,324 $246K 0.2% -12 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,322 $245K 0.01% +6 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,397 $245K 0.11% new 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 1,320 $245K 0.09% -51 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,319 $245K <0.01% -266 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 1,317 $244K 0.36% 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,313 $244K 0.05% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,307 $242K 0.02% -37 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,306 $242K 0.02% -531 13F-HR/A Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,305 $242K <0.01% -21 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,305 $242K <0.01% -356 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,303 $242K <0.01% +244 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 1,302 $242K 0.12% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,294 $240K <0.01% +320 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,286 $239K 0.01% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,281 $238K 0.01% -4,872 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 1,277 $237K 0.01% 0 13F-HR Timeline Group PARTHENON LLC More: the full row for PARTHENON LLC 1,269 $235K 0.03% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,269 $235K 0.02% +20 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 1,265 $235K 0.1% +13 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,265 $235K 0.03% +145 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,264 $235K <0.01% -131 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,263 $234K 0.02% +2 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,262 $234K <0.01% -205 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 1,261 $234K 0.16% new 13F-HR Timeline Group COFG Advisors, LLC More: the full row for COFG Advisors, LLC 1,260 $234K 0.06% 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,256 $233K 0.02% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,255 $233K 0.09% -97 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 1,253 $233K 0.03% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,252 $232K 0.14% -73 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,249 $232K 0.05% +92 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 1,246 $231K 0.2% 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,245 $231K 0.01% new 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,245 $231K 0.02% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,240 $230K 0.01% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,234 $229K 0.06% new 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,204 $228K 0.06% +2 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,229 $228K 0.19% new 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 1,211 $225K 0.09% -50 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 1,210 $225K 0.19% 13F-HR Timeline