Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,145 $501K 0.03% -1,581 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 3,116 $496K 0.01% +47 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 3,085 $495K 0.01% +264 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,093 $493K <0.01% +159 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,073 $489K <0.01% +2,604 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 3,038 $484K 0.04% -438 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 3,033 $483K <0.01% -2,976 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,007 $479K <0.01% +439 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,005 $479K <0.01% -631 13F-HR Timeline Group Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,000 $478K 0.2% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,992 $476K 0.08% -141 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,991 $476K 0.03% -92 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,968 $473K 0.06% +54 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 2,954 $470K 0.34% +270 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,947 $469K <0.01% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,938 $468K 0.01% new 13F-HR Timeline Group Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 2,914 $464K 0.13% 13F-HR Timeline Unifi Asset Management LP More: the full row for Unifi Asset Management LP 2,888 $460K 0.5% 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 2,856 $455K 0.07% -2 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,848 $454K 0.03% -2,343 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,814 $448K <0.01% -95 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,813 $448K 0.08% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,801 $446K 0.01% -2 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,771 $441K 0.01% -7 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,727 $437K 0.02% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,716 $432K 0.02% +16 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,695 $429K 0.04% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,691 $429K 0.01% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,685 $428K 0.07% +260 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,674 $426K 0.01% +2 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,654 $423K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,626 $423K 0.02% +555 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,622 $418K 0.02% -603 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,621 $417K 0.05% -473 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,619 $417K 0.14% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,617 $417K 0.07% +6 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 2,609 $415K 0.03% -4 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,606 $415K 0.03% -18 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,589 $412K 0.32% +23 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,587 $412K 0.02% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,581 $411K <0.01% +57 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 2,517 $401K 0.04% +4 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 2,513 $400K 0.28% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,476 $394K 0.02% +818 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,466 $393K <0.01% +422 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 2,454 $391K 0.01% +654 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,449 $390K 0.01% +58 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,439 $388K 0.01% +199 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 2,418 $385K 0.04% +1,222 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,417 $385K 0.12% +3 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 2,414 $384K 0.01% -165 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,401 $382K 0.14% +29 13F-HR Timeline Group Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,400 $382K 0.03% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,555 $381K 0.01% +5 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,386 $380K 0.01% +1,376 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,361 $376K 0.03% +68 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,339 $372K 0.01% +435 13F-HR Timeline WEYBOSSET RESEARCH & MANAGEMENT LLC More: the full row for WEYBOSSET RESEARCH & MANAGEMENT LLC 2,335 $372K 0.11% -120 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 2,300 $366K 0.12% new 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,299 $366K 0.32% 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 2,295 $365K 0.01% 0 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,288 $364K 0.2% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,285 $364K 0.01% -86 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 2,283 $364K 0.65% +173 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,280 $363K 0.01% +561 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,280 $363K 0.13% +58 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,279 $363K 0.02% -1,802 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,271 $362K 0.01% +329 13F-HR/A Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,253 $359K 0.01% +25 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,235 $356K <0.01% +517 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,234 $356K 0.01% new 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,229 $355K 0.03% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,200 $350K <0.01% +3 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,189 $349K 0.01% +114 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 2,150 $342K 0.03% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,148 $342K 0.09% +59 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,143 $341K 0.02% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,141 $341K <0.01% +91 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,135 $340K 0.01% -6,271 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,133 $340K <0.01% +628 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,133 $340K 0.01% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,111 $336K 0.04% +622 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,098 $334K 0.01% +101 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,083 $332K 0.01% -58,271 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,060 $328K 0.01% +1,340 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,060 $328K 0.03% -54 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,058 $328K 0.01% -360 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,056 $327K 0.03% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,056 $327K 0.02% +90 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,051 $327K 0.01% -140 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,048 $326K 0.04% -35,079 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,048 $326K 0.14% -363 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 2,026 $323K 0.31% 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,008 $320K 0.02% +1 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,000 $318K <0.01% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,000 $318K 0.04% new 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 1,984 $318K 0.01% -216 13F-HR/A Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,983 $316K 0.01% +238 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,981 $315K <0.01% +238 13F-HR Timeline Group TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,975 $314K 0.11% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,945 $310K 0.07% 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,933 $308K 0.01% -71 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,053 $307K 0.01% -56 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,903 $303K 0.02% -3,612 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,895 $302K new Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,893 $301K 0.04% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,892 $301K 0.05% +72 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,870 $298K 0.01% +333 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,865 $297K 0.1% 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,859 $296K <0.01% 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,849 $295K 0.04% -107 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,839 $293K <0.01% +130 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 1,828 $291K 0.1% -5 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,823 $290K <0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,818 $289K <0.01% +495 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 1,811 $288K 0.14% +248 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,811 $288K 0.11% -21 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,807 $288K 0.03% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,800 $287K 0.04% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,798 $286K 0.04% +70 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 1,789 $285K 0.2% -51 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,779 $283K <0.01% -273 13F-HR Timeline Group Entelevest, LLC More: the full row for Entelevest, LLC 1,769 $282K 0.29% 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 1,767 $281K 0.09% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,734 $276K 0.06% 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,731 $276K 0.01% +25 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,730 $275K <0.01% +963 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Caldwell Trust Co More: the full row for Caldwell Trust Co 1,720 $274K 0.02% +120 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,716 $273K <0.01% +203 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,704 $271K 0.01% -115 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,703 $271K 0.1% -145 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,702 $271K 0.01% new 13F-HR/A Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 1,700 $271K 0.62% -1,400 13F-HR Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 1,686 $268K 100% 0 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 1,662 $265K 0.02% new 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,662 $265K 0.2% +137 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 1,660 $264K 0.19% 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,654 $263K 0.1% 0 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,635 $260K 0.14% 0 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 1,627 $259K 0.01% new 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,625 $259K 0.04% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,618 $258K 0.01% -537 13F-HR Timeline Markin Volterra Fund LP in group Markin Asset Management, LP More: the full row for Markin Volterra Fund LP 1,605 $256K 2.02% 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,601 $255K 0.05% -234 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,588 $253K <0.01% +159 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,584 $252K 0.03% +52 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,581 $252K 0.02% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,562 $249K 0.04% -27 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,555 $248K <0.01% +27 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 1,552 $247K 0.05% -149 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,551 $247K 0.02% +134 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 1,549 $247K 0.05% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,547 $246K 0.03% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,543 $246K 0.03% 0 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 1,544 $246K 0.07% +30 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,541 $245K 0.02% -353 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,532 $244K 0.01% new 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 1,515 $241K 0.02% -1,977 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,515 $241K 0.05% -351 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,565 $239K 0.03% new 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 1,494 $238K 0.2% -1,480 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,487 $237K 0.01% +250 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,487 $237K 0.01% -136 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 1,487 $237K 0.17% -45 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,476 $235K 0.04% +156 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,472 $234K 0.03% +2 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,465 $233K 0.01% -2,918 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,465 $233K 0.03% +4 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,462 $233K 0.01% -27,326 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,461 $233K 0.01% +8 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 1,461 $233K 0.01% -191 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,461 $233K 0.01% +14 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,458 $232K 0.02% +60 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,453 $231K 0.15% +353 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,444 $230K 0.02% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,441 $229K <0.01% +50 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 1,438 $229K 0.09% -42 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 1,435 $229K 0.07% +74 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,434 $228K 0.01% -67 13F-HR Timeline Group Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 1,498 $228K 0.12% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,429 $228K 0.03% new 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,420 $226K 0.04% +31 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,418 $226K 0.03% +2 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,394 $222K 0.01% -1,227 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,393 $222K <0.01% new 13F-HR Timeline Group Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,388 $221K 0.12% -3 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,385 $221K 0.06% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,350 $215K 0.05% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,350 $215K 0.03% -262 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,347 $214K <0.01% +1,058 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,343 $214K <0.01% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,344 $212K 0.02% -6,613 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,323 $211K 0.07% -430 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,322 $211K 0.02% -88 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,317 $210K 0.02% -143 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,316 $210K 0.01% -450 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 1,315 $209K 0.05% +57 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,305 $208K 0.01% -561 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,300 $207K 0.05% -1,600 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,296 $206K 0.02% -15 13F-HR Timeline