Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 24,514 $1.11M 0.01% +16,092 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 24,739 $1.1M <0.01% -4,733 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 24,740 $1.1M 0.03% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 24,659 $1.1M 0.04% +242 13F-HR/A Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 24,476 $1.09M <0.01% +1,704 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 24,464 $1.09M 0.02% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 24,400 $1.09M 0.09% +2,500 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 24,020 $1.07M 0.59% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 24,011 $1.07M 0.12% -27,560 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 23,081 $1.03M <0.01% -5,041 13F-HR Timeline Group Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 23,075 $1.03M 0.15% +13,200 13F-HR Timeline Group LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 22,948 $1.02M 0.62% +1,283 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 22,718 $1.01M 0.02% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 22,138 $988K 0.01% -24,149 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 21,855 $975K 0.01% +1 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 21,844 $975K 0.07% -403 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 21,204 $946K 0.12% -37,039 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 21,024 $938K 0.09% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 20,907 $933K 0.03% -33 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 20,873 $931K 0.26% -1,042 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 20,116 $898K 0.01% new 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 20,093 $897K 0.29% +4,606 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 19,619 $875K 0.03% -19,007 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 19,608 $875K 0.34% -892 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 19,604 $875K 0.28% +4,666 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 19,122 $853K 0.02% -8,437 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 18,592 $830K 0.45% +1,475 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 18,513 $826K 0.13% +390 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 18,402 $821K 0.24% +495 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 17,804 $794K 0.02% +75 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 17,637 $787K 0.19% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 17,589 $785K <0.01% +499 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 17,155 $765K 0.58% 0 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 17,002 $759K 0.36% +7,333 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 16,971 $757K 0.05% -193 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 16,468 $735K <0.01% 0 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 16,175 $722K 0.05% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 16,079 $717K <0.01% +4,487 13F-HR Timeline Group TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 15,987 $713K 0.44% +1,987 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 15,636 $698K 0.07% -950 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 15,489 $691K 0.03% +3,585 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 15,302 $683K 0.08% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 15,061 $672K 0.01% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 15,041 $671K 0.59% -1,710 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 15,000 $669K 0.01% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 14,815 $661K 0.48% +720 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 14,810 $661K 0.01% new 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 14,800 $660K 0.04% -3,112 13F-HR Timeline Group Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 14,800 $660K 0.55% 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 14,412 $643K 0.03% -3,048 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 14,000 $625K <0.01% 0 13F-HR Timeline Group Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 13,800 $616K 0.06% 0 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 13,798 $616K +4,997 Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 13,796 $616K 0.21% +771 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 13,783 $615K 0.03% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 13,777 $615K <0.01% +3,616 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 13,644 $609K <0.01% -8,092 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 13,503 $603K <0.01% -350 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 13,450 $600K 0.2% +6,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 13,316 $594K 0.02% -1,144 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 13,195 $589K 0.33% +198 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 13,045 $582K 0.1% -640 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 13,197 $581K 0.12% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 13,018 $581K 0.06% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 12,950 $578K 0.07% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 12,924 $577K <0.01% 0 13F-HR/A Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 12,910 $576K 0.01% 0 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 12,875 $574K 0.44% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,755 $569K 0.01% -1,934 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 12,629 $564K 0.03% -2,155 13F-HR Timeline Finhabits Advisors LLC More: the full row for Finhabits Advisors LLC 12,616 $563K 0.52% -215 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 12,503 $558K 0.13% +120 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 12,394 $553K <0.01% -6,229 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 12,370 $552K 0.06% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 12,200 $544K 0.04% 0 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 12,100 $540K 0.2% 0 13F-HR/A Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 12,008 $536K 0.35% +608 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 11,933 $532K 0.01% -1,626 13F-HR Timeline Group Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 11,907 $531K 0.31% -3,158 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 11,852 $529K 0.01% +521 13F-HR/A Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 11,843 $528K 0.01% 0 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 11,832 $528K 0.51% -849 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 12,812 $526K 0.05% -744 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 11,539 $515K 0.01% -14,322 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,472 $512K 0.01% -480 13F-HR Timeline Group CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 11,433 $510K 0.24% -3,114 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 11,358 $507K 0.14% -11,400 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 11,351 $506K 0.03% new 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 11,249 $502K 0.46% -2,196 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 11,101 $495K 0.03% -2,075 13F-HR Timeline Envision Financial Transparency, LLC More: the full row for Envision Financial Transparency, LLC 11,074 $494K 0.48% 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 11,000 $491K 0.17% 0 13F-HR Timeline LB Partners LLC More: the full row for LB Partners LLC 11,000 $491K 0.44% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 10,980 $490K 0.04% -240 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 10,892 $486K 0.03% -850 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 10,859 $485K 0.13% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 10,766 $480K <0.01% 0 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 10,716 $478K 0.19% -845 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 10,677 $476K 0.41% 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,583 $472K 0.01% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 10,470 $467K 0.03% -831 13F-HR Timeline Group CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 10,350 $462K 0.38% 0 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 10,318 $460K 0.1% 0 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 10,318 $460K 0.15% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 10,264 $458K <0.01% -102 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 10,059 $449K 0.01% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 10,000 $446K 0.03% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 9,863 $440K 0.01% +200 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,843 $439K 0.03% +1,955 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 9,780 $436K 0.09% +20 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 9,753 $435K 0.41% +2,057 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 9,729 $434K 0.04% -500 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 9,717 $434K 0.2% +72 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 9,519 $432K 0.01% 0 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 9,670 $431K 0.11% +717 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 9,736 $427K <0.01% +1,055 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 9,304 $415K 0.21% -246 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,162 $409K 0.01% -6,473 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 9,147 $408K 0.21% -4,983 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 9,000 $402K 0.14% 0 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 8,970 $400K 0.38% -1,079 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 8,876 $396K 0.19% -15,289 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 8,850 $395K 0.01% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 8,448 $377K <0.01% +496 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 8,368 $373K 0.01% +568 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 8,277 $369K 0.12% -144 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 8,215 $367K 0.32% new 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 8,190 $365K 0.03% -1,240 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 8,142 $363K 0.14% +25 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,131 $363K 0.02% -3,906 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 7,930 $354K 0.11% 0 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 7,876 $351K 0.09% +31 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,832 $349K 0.02% +234 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,823 $349K 0.01% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 7,787 $347K 0.15% +2,132 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 7,717 $344K 0.14% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 7,705 $344K 0.05% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 7,678 $343K 0.1% +221 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 7,596 $338K 0.07% -53,406 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,565 $338K <0.01% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,506 $335K 0.02% -325 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,453 $333K <0.01% -3,551 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 7,443 $332K 0.05% -1,000 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 7,404 $330K 0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 7,385 $328K 0.19% -310 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 7,349 $328K 0.03% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,302 $326K 0.07% -600 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,201 $321K <0.01% -3,310 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 7,184 $321K 0.03% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 7,113 $317K 0.05% new 13F-HR Timeline Group Greenline Partners, LLC More: the full row for Greenline Partners, LLC 7,056 $315K 0.03% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,850 $306K 0.01% -711 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,726 $300K 0.01% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 6,715 $300K 0.18% +1,330 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,655 $297K <0.01% 0 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 6,605 $295K 0.14% new 13F-HR Timeline American Trust More: the full row for American Trust 6,567 $293K 0.03% +1,460 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,545 $292K <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,545 $292K 0.01% 0 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 6,475 $289K 0.17% -40,745 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,425 $287K 0.05% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,422 $287K 0.01% +573 13F-HR Timeline Group SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 6,400 $286K 0.13% 0 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 6,337 $283K 0.29% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 6,174 $275K 0.06% -673 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 6,096 $272K 0.02% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,077 $271K 0.01% -70 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 6,058 $270K 0.01% +845 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 6,058 $270K 0.03% +741 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,015 $268K 0.02% -634 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 5,932 $265K 0.06% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5,917 $264K 0.07% -223 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,806 $259K <0.01% new 13F-HR Timeline Group NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 5,784 $258K 0.09% -361 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 5,761 $257K 0.01% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,746 $256K 0.01% -55 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,739 $256K 0.01% +73 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,705 $255K 0.02% -1,893 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,702 $254K 0.03% -1,896 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 5,457 $244K 0.11% -2,210 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,355 $239K <0.01% -160 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,253 $237K 0.01% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,204 $232K 0.02% -226 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,170 $231K 0.01% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,116 $228K 0.02% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 5,100 $228K <0.01% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,071 $226K 0.01% 0 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 5,007 $223K 0.03% 0 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 5,208 $223K 0.39% new 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 5,000 $223K 0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,952 $221K <0.01% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,934 $220K 0.05% -220 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 4,886 $218K 0.08% -84 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 4,883 $218K 0.12% -1,390 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 4,846 $216K 0.05% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,796 $214K 0.01% -103 13F-HR Timeline Group RCW Management, LLC More: the full row for RCW Management, LLC 4,795 $214K 0.22% -622 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 4,792 $214K 0.12% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 4,719 $211K <0.01% -2,209 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,699 $210K <0.01% -1,152 13F-HR Timeline