UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 13,468 $571K 0.35% -2,674 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 13,447 $570K 0.26% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 13,365 $566K <0.01% +874 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 13,350 $566K 0.04% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 13,343 $565K <0.01% -673 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 13,343 $565K 0.23% -47 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 11,677 $564K 0.01% +4,467 13F-HR/A Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 13,300 $564K 0.15% +100 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 13,270 $562K 0.01% +2,836 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 13,250 $561K 0.25% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 13,227 $561K 0.48% +13,127 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 13,212 $560K 0.04% +2,398 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 13,171 $558K 0.01% +100 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 13,114 $556K 0.02% +1,754 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 13,015 $551K 0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 13,013 $551K 0.19% +110 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 13,000 $551K 0.41% +655 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 12,997 $551K 0.35% -12,997 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 12,979 $550K 0.01% +4,226 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 12,777 $541K 0.1% -9,754 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 12,725 $539K 0.03% -4,265 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 12,560 $539K 0.14% +1 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 12,717 $539K <0.01% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 12,710 $539K 0.37% +3,463 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 12,702 $538K 0.03% +38 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 12,690 $538K 0.12% -250 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 12,689 $538K 0.06% -354 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 12,685 $537K 0.12% +2,110 13F-HR Timeline BAILARD, INC. 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Safra Sarasin Holding AG 11,194 $474K 0.01% 0 13F-HR Timeline Group LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 11,190 $474K 0.27% 0 13F-HR/A Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 11,180 $474K 0.07% +171 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 11,163 $473K 0.1% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 11,151 $472K 0.09% 0 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 11,119 $471K 0.39% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,097 $470K 0.04% +4,826 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 11,070 $469K 0.26% +3,894 13F-HR Timeline Silver Grove Financial Group, Inc. 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More: the full row for COHEN & STEERS, INC. 10,000 $424K <0.01% new 13F-HR Timeline Group Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 10,000 $424K 0.7% -12,300 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 10,000 $424K 0.05% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 9,987 $423K 0.23% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 9,975 $423K 0.08% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 9,962 $422K 0.24% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 9,856 $418K 0.12% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. 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More: the full row for Harfst & Associates, Inc. 9,540 $404K 0.07% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 9,528 $404K 0.02% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 9,526 $404K <0.01% new 13F-HR Timeline Group BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 9,523 $403K 0.1% new 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 9,520 $403K 0.34% +1,080 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 9,500 $403K 0.06% 0 13F-HR Timeline Ardent Capital Management, Inc. 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P. 9,380 $397K 0.03% +1,585 13F-HR Timeline American Trust More: the full row for American Trust 9,360 $397K 0.03% -6 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 9,350 $396K 0.01% +1,646 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 9,344 $396K 0.01% -200 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 9,334 $395K 0.21% 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 9,300 $394K 0.06% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,286 $393K 0.05% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9,258 $392K 0.01% 0 13F-HR/A Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 9,252 $392K 0.05% -300 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 9,244 $392K 0.07% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 9,234 $391K 0.06% -95 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 9,200 $390K 0.1% +200 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 9,195 $390K 0.01% +2,102 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 9,143 $387K 0.68% -4 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 9,126 $387K 0.14% new 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 9,106 $386K 0.18% +1,050 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 9,093 $385K 0.17% +100 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 9,041 $383K 0.05% +1,601 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 9,040 $383K 0.19% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 9,038 $383K 0.08% -417 13F-HR Timeline Legacy Capital Group California, Inc. 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Root & Company, LLC 8,729 $370K 0.09% new 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 8,669 $367K 0.04% +902 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 8,668 $367K 0.03% -338 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 8,620 $365K 0.13% -1,808 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 8,620 $365K 0.08% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 8,612 $365K 0.08% 0 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 8,595 $364K 0.07% +585 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 8,587 $364K 0.24% +1,996 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 8,500 $360K 0.23% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 8,429 $357K 0.05% +225 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 8,421 $357K 0.06% new 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 8,406 $356K 0.03% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 8,397 $356K 0.1% +675 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 8,383 $355K 0.07% -2,219 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 8,334 $353K 0.06% +34 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 8,333 $353K 0.02% -1,100 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 8,301 $352K 0.06% +898 13F-HR Timeline Compound Planning, Inc. 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More: the full row for LVZ, Inc. 8,121 $344K 0.04% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 8,116 $344K <0.01% +3,200 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 8,087 $343K <0.01% -250 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,043 $341K 0.03% -111 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 7,261 $340K 0.14% 0 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 8,000 $339K 0.1% 0 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 8,000 $339K 0.01% new 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 8,000 $339K 0.01% new 13F-HR Timeline Group Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 7,988 $338K 0.03% +748 13F-HR Timeline Group Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 7,968 $338K 0.06% -1,054 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 7,939 $336K 0.12% 0 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 7,925 $336K 0.15% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 7,889 $334K 0.02% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 7,888 $334K 0.01% +800 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 7,885 $334K 0.05% -3,421 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 7,872 $334K 0.33% 0 13F-HR Timeline Burford Brothers, Inc. 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Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 7,574 $321K 0.08% +138 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 7,514 $318K 0.07% new 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 7,506 $318K 0.07% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 7,501 $318K 0.11% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 7,500 $318K 0.02% 0 13F-HR Timeline