Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,796 $374K 0.02% +2,213 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 7,718 $370K 0.02% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 7,711 $370K <0.01% +206 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 7,699 $369K 0.09% +1,593 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 7,689 $369K 0.08% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 7,652 $367K 0.09% +5 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,630 $366K <0.01% -603 13F-HR Timeline Group Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 7,623 $365K 0.04% -15,705 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 7,554 $362K 0.02% +1,046 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 7,550 $362K 0.02% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 7,540 $361K 0.01% +1,891 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 7,533 $361K 0.17% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 7,495 $359K 0.19% -3,261 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 7,490 $359K 0.08% -1,391 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 7,465 $358K 0.02% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 7,450 $357K 0.02% 0 13F-HR Timeline LifeSteps Financial, Inc. 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More: the full row for Keystone Financial Planning, Inc. 7,014 $336K 0.09% new 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 7,011 $336K <0.01% -300 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 7,005 $336K -325 Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 6,996 $335K 0.19% -1,271 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 6,974 $334K +283 Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 6,963 $334K 0.47% -876 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,898 $331K 0.01% +682 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,877 $330K 0.03% +3,393 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 6,843 $328K 0.05% -1,396 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 6,831 $327K 0.07% -581 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 6,798 $326K 0.04% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 6,780 $325K <0.01% -42 13F-HR/A Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,774 $325K 0.01% -781 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 6,771 $325K 0.03% -1,706 13F-HR Timeline Group Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 6,751 $324K 0.03% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 6,745 $323K 0.02% -271 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 6,721 $322K 0.05% +1,064 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 6,706 $321K 0.13% +259 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 6,700 $321K 0.08% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 6,678 $320K 0.04% -234 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 6,664 $319K 0.03% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,657 $319K <0.01% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 6,628 $318K 0.02% -21,647 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 6,610 $317K 0.25% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. 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More: the full row for NWF Advisory Services Inc. 6,476 $310K 0.03% -718 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 6,470 $310K 0.11% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 6,450 $309K 0.02% -100 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,365 $305K 0.01% -31,879 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 6,335 $304K <0.01% +563 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,315 $303K 0.01% +245 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 6,306 $302K 0.03% +6 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 6,278 $301K 0.09% -700 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 6,224 $298K 0.17% -115 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,216 $298K 0.08% -853 13F-HR Timeline Kovack Advisors, Inc. 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More: the full row for Cambria Investment Management, L.P. 5,874 $282K 0.01% new 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 5,843 $280K 0.14% new 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 5,751 $276K 0.04% -2,000 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. 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More: the full row for Arlington Capital Management, Inc. 5,422 $260K 0.16% new 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 5,415 $260K 0.2% new 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 5,407 $259K 0.03% new 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 5,392 $258K 0.13% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 5,386 $258K 0.04% +100 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,376 $258K 0.01% -277 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 5,358 $257K 0.03% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,341 $256K 0.01% +242 13F-HR Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 5,315 $255K 0.13% 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 5,330 $253K 0.01% new 13F-HR/A Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 5,265 $252K 0.08% new 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 5,250 $252K 0.12% 0 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 5,200 $249K 0.09% new 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 5,198 $249K 0.02% -426 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 5,173 $248K 0.08% new 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 5,149 $247K 0.06% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 5,134 $246K 0.02% new 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 5,123 $246K 0.02% new 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 5,091 $244K 0.02% -95,033 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 5,065 $243K 0.04% -480 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 5,064 $243K 0.06% -23,364 13F-HR Timeline Group Kroeger Financial Partners More: the full row for Kroeger Financial Partners 5,062 $243K 0.23% 13F-HR Timeline STG SECURITIES, LLC More: the full row for STG SECURITIES, LLC 5,059 $243K 0.26% 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 5,045 $242K 0.06% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 5,000 $240K 0.02% 0 13F-HR Timeline PING CAPITAL MANAGEMENT, INC. More: the full row for PING CAPITAL MANAGEMENT, INC. 5,000 $240K 0.08% new 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 5,000 $240K 0.11% -700 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,999 $240K 0.01% -793 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,973 $238K 0.03% new 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 4,968 $238K 0.02% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,947 $237K 0.02% new 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 4,946 $237K 0.11% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 4,942 $237K 0.24% -186 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,940 $237K 0.06% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,925 $236K 0.03% -1,941 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 4,910 $235K 0.01% new 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 4,982 $235K 0.08% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,861 $233K <0.01% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 4,725 $233K 0.03% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,829 $231K 0.01% +1,183 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 4,826 $231K 0.01% -35 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 4,825 $231K 0.06% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,816 $231K 0.02% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,719 $231K 0.01% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,809 $231K <0.01% new 13F-HR Timeline Essex LLC More: the full row for Essex LLC 4,800 $230K 0.03% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,785 $229K 0.01% 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. 4,780 $229K <0.01% -7,176 13F-HR Timeline Group OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 4,773 $229K 0.12% new 13F-HR Timeline Group Everest Financial Group LLC More: the full row for Everest Financial Group LLC 4,766 $228K 0.03% -1,358 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 4,758 $228K <0.01% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,748 $228K <0.01% new 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 4,615 $227K 0.1% new 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 4,728 $227K 0.16% new 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,727 $227K <0.01% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 4,723 $226K 0.11% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,680 $224K 0.01% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,675 $224K 0.01% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,673 $224K <0.01% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,672 $224K 0.01% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 4,655 $223K 0.03% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,638 $222K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,634 $222K 0.02% +105 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,632 $222K <0.01% new 13F-HR Timeline Group DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 4,630 $222K 0.15% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 4,550 $218K 0.02% new 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 4,546 $218K 0.01% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 4,526 $217K 0.01% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,524 $217K 0.03% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,510 $216K 0.01% new 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 4,510 $216K 0.1% new 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 4,500 $216K 0.13% new 13F-HR Timeline Pavaki Capital Management LLC More: the full row for Pavaki Capital Management LLC 4,500 $216K 0.12% 0 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 4,499 $216K 0.09% new 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 4,489 $215K 0.04% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,480 $215K -315 Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 4,460 $214K <0.01% new 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,455 $214K 0.01% new 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 4,445 $213K <0.01% new 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 4,442 $213K 0.09% -87 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 4,440 $213K 0.03% new 13F-HR Timeline