RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 4,686 $1.53M 0.26% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 4,677 $1.53M 0.02% -21,830 13F-HR Timeline Group LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 4,624 $1.51M 0.47% +251 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,618 $1.51M 0.01% +729 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 4,100 $1.49M 0.16% 0 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 4,503 $1.47M 0.23% -7,874 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,492 $1.47M 0.04% +23 13F-HR Timeline SWS Partners More: the full row for SWS Partners 4,448 $1.45M 0.35% -204 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,426 $1.44M 0.27% +215 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 4,415 $1.44M 0.09% -10,801 13F-HR Timeline Group Axecap Investments, LLC More: the full row for Axecap Investments, LLC 4,415 $1.44M 0.89% +82 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,269 $1.44M 0.05% +1,082 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 4,385 $1.43M 0.28% -175 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 4,319 $1.41M 1.44% -5,850 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 4,301 $1.4M 0.02% -44 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,279 $1.4M <0.01% +519 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 4,243 $1.38M 0.46% -325 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,229 $1.38M 0.11% +88 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,217 $1.38M 0.1% +795 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 4,165 $1.36M 0.13% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,163 $1.36M 0.01% -4 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 4,160 $1.36M 0.64% +4 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,149 $1.35M 0.33% +140 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,128 $1.35M <0.01% +665 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 4,114 $1.34M 0.03% -474 13F-HR/A Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 4,087 $1.33M 0.13% -105 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 4,052 $1.32M 0.44% -14 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 4,026 $1.31M 0.02% +482 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,007 $1.31M 0.04% +592 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 3,994 $1.3M 0.85% +194 13F-HR Timeline Carter Financial Group, INC. 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More: the full row for Sovereign Financial Group, Inc. 3,746 $1.22M 0.23% -213 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 3,732 $1.22M <0.01% +263 13F-HR Timeline Group Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 4,420 $1.21M 0.02% new 13F-HR Timeline Group Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 3,714 $1.21M 0.46% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,713 $1.21M 0.01% +447 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 3,685 $1.2M 0.5% new 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 3,682 $1.2M 0.29% 0 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 3,663 $1.2M 0.62% +288 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 3,644 $1.19M 0.3% -1,543 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 3,612 $1.18M 0.2% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,596 $1.17M 0.05% -331 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,586 $1.17M 0.02% +58 13F-HR Timeline Group UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 3,560 $1.16M 0.17% +1,286 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,536 $1.15M 0.04% +1,410 13F-HR Timeline Mystic Asset Management, Inc. 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More: the full row for Cambridge Advisors Inc. 3,265 $1.07M 0.21% +11 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,243 $1.06M 0.05% +179 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,238 $1.06M 0.12% -434 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,233 $1.06M 0.08% +300 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 3,203 $1.05M 0.26% +40 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,196 $1.04M 0.1% +500 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,156 $1.03M 0.09% -16 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,153 $1.03M 0.28% +147 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,147 $1.03M 0.09% +67 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 3,131 $1.02M 0.19% -959 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 3,094 $1.01M 0.32% +223 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 3,053 $997K 0.34% +477 13F-HR Timeline Group BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 3,046 $994K 0.77% -51 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 3,015 $984K 0.13% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 3,005 $981K 0.11% +501 13F-HR Timeline NWI MANAGEMENT LP More: the full row for NWI MANAGEMENT LP 3,000 $979K 0.1% -306,000 13F-HR/A Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 2,980 $973K 0.2% +496 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,971 $970K 0.14% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2,934 $957K 0.22% +140 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,927 $955K 0.05% new 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 2,925 $955K 0.46% +10 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 2,917 $952K 0.13% +262 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 2,890 $943K 0.09% -75 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,873 $938K 0.04% +39 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,869 $936K 0.01% 0 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 2,858 $933K 0.39% -7,579 13F-HR Timeline Group Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,850 $930K 0.13% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,844 $928K 0.27% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,837 $926K 0.05% -4,891 13F-HR Timeline Group O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,832 $924K 0.39% +22 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 2,817 $919K 0.35% new 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 2,810 $917K 0.74% +48 13F-HR/A Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 2,799 $913K <0.01% -32,672 13F-HR Timeline Group INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 2,792 $911K 0.49% -1,248 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,790 $911K 0.06% -499 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,786 $909K 0.02% -3,460 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. 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More: the full row for THOMPSON DAVIS & CO., INC. 2,750 $897K 0.55% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,747 $897K 0.01% +359 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,645 $895K 0.02% -31 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 2,736 $893K 0.24% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,729 $891K 0.12% -79 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,721 $888K 0.04% -1,129 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,712 $885K 0.04% +1,281 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 2,709 $884K 0.16% 13F-HR Timeline Riggs Asset Managment Co. Inc. 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More: the full row for Focus Financial Network, Inc. 2,697 $880K 0.03% +80 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,696 $880K 0.26% -40 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,695 $880K 0.08% +177 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,694 $879K 0.24% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 2,694 $879K 0.6% +13 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,689 $877K 0.06% +88 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 2,680 $875K 0.03% +1,109 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,660 $868K 0.14% -277 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 2,650 $865K <0.01% -150 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,635 $860K 0.11% -360 13F-HR/A Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,633 $859K 0.03% -421 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 2,632 $859K 0.74% +39 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,625 $857K 0.25% +291 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,620 $855K 0.04% -926 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 2,619 $855K 0.42% new 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 2,603 $850K 0.83% +6 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,586 $844K 0.01% +411 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 2,572 $839K 0.13% -545 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 2,568 $838K 0.1% -832 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 2,555 $834K 0.3% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,554 $833K 0.06% -59 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,551 $832K 0.01% +271 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,537 $828K 0.05% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,517 $821K 0.01% -21 13F-HR Timeline Group DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 2,500 $816K 0.13% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,497 $815K 0.14% +7 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,482 $810K 0.22% +23 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,472 $807K 0.1% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,465 $804K 0.03% new 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 2,456 $802K <0.01% +571 13F-HR Timeline Group Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2,454 $801K 0.14% +20 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,451 $800K 0.01% -46 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 2,317 $799K 1.13% 13F-HR/A Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 2,448 $799K 0.52% -12 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 2,428 $792K 0.16% +737 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,407 $786K 0.18% -82 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,405 $785K 0.1% -35 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,396 $783K 0.12% +91 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 2,388 $779K 0.54% -96 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 2,375 $775K 0.29% +40 13F-HR Timeline Madden Advisory Services, Inc. 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More: the full row for Compound Planning, Inc. 2,313 $755K 0.02% -296 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,310 $754K 0.14% +274 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 2,300 $751K 0.06% -17,800 13F-HR Timeline Group Clarity Financial LLC More: the full row for Clarity Financial LLC 2,298 $750K 0.07% -720 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 2,283 $745K 0.28% -291 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,274 $742K 0.06% +86 13F-HR Timeline Group SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,231 $728K 0.12% -775 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 2,230 $728K 0.19% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 2,228 $727K 0.02% -7,469 13F-HR Timeline Ellevest, Inc. 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