Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 8,292 $608K 0.13% -74,074 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 8,130 $596K 0.38% -2,140 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 7,912 $580K 0.02% -109 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 7,808 $572K 0.03% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 7,789 $571K 0.02% -554 13F-HR Timeline Group Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 7,778 $570K 0.28% 0 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 7,595 $557K 0.16% +563 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,529 $552K 0.01% +891 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 7,426 $544K 0.02% 0 13F-HR Timeline Group Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 7,405 $543K 0.02% +3,611 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 7,362 $540K 0.04% +967 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 7,232 $530K 0.06% +643 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 7,219 $529K 0.21% 0 13F-HR/A Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 7,194 $527K 0.01% -378 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,186 $527K 0.02% +1,020 13F-HR Timeline Group Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 7,173 $526K 0.12% +1,358 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 7,050 $517K 0.09% -250 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,981 $512K <0.01% -630 13F-HR/A Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 6,947 $509K 0.21% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 6,935 $508K 0.01% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,828 $504K 0.08% -133 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,818 $500K 0.02% +23 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 6,777 $497K 0.39% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 6,690 $490K 0.06% -4 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,630 $486K 0.01% -128 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 6,614 $485K 0.08% -2,197 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 6,389 $468K +9 Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 6,292 $461K 0.18% +288 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 6,265 $459K 0.16% +17 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 6,244 $458K 0.01% -2,875 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,224 $456K 0.02% -477 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,194 $454K 0.02% -36 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 6,152 $451K 0.07% 0 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 6,129 $449K 0.24% +16 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 6,108 $448K 0.02% +4 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 6,050 $443K 0.18% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,041 $443K <0.01% +455 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 5,982 $438K 0.02% -178 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 5,950 $436K 0.01% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 5,901 $432K <0.01% +68 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,889 $432K 0.15% +30 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,886 $431K <0.01% +1,644 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,872 $430K 0.03% +356 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,771 $423K 0.01% +200 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,705 $418K <0.01% 0 13F-HR Timeline Group Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 5,693 $417K 0.1% -47,641 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 5,656 $415K 0.16% -230 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 5,634 $413K 0.05% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,573 $408K 0.01% +4,931 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,570 $408K 0.01% -595 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 5,500 $403K 0.06% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 5,462 $400K 0.04% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,445 $399K 0.02% -354 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 5,376 $394K 0.16% +13 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 5,306 $389K 0.27% -487 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,202 $388K 0.01% +1,778 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 5,263 $386K 0.1% -3,952 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 5,248 $385K 0.03% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,243 $384K 0.01% -153 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 5,233 $384K 0.03% +4 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 5,230 $383K 0.02% 0 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,195 $381K 0.05% 0 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 5,176 $379K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,140 $377K 0.01% -321 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 5,121 $375K 0.24% 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 5,091 $373K 0.38% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 5,072 $372K <0.01% 0 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 5,045 $370K 0.04% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 4,988 $366K 0.02% +2,909 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 4,925 $361K 0.16% -95 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 4,905 $359K 0.16% +643 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,898 $359K <0.01% 0 13F-HR Timeline Group WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 4,828 $358K 0.16% -4,828 13F-HR/A Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 4,852 $356K 0.05% new 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 4,827 $354K 0.03% +838 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,815 $353K 0.01% +94 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 4,805 $352K 0.1% +1,475 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 4,802 $352K 0.47% +10 13F-HR Timeline AEGON USA Investment Management, LLC More: the full row for AEGON USA Investment Management, LLC 4,760 $349K 0.24% -965 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 4,607 $338K <0.01% -5 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,594 $337K <0.01% new 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,582 $336K 0.02% +1,374 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,550 $333K <0.01% 0 13F-HR Timeline Group Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 4,516 $331K 0.21% -4,516 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,411 $323K 0.02% +275 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 4,400 $323K 0.04% -2,672 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 4,397 $322K 0.14% -61 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,338 $318K 0.02% -745 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 4,312 $316K 0.1% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,300 $315K 0.01% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,282 $314K 0.01% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 4,272 $313K 0.07% -3,259 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 4,269 $313K 0.13% 0 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 4,261 $312K 0.14% -668 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,231 $310K 0.02% +5 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 4,173 $306K 0.09% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 4,095 $300K 0.03% 0 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,091 $300K <0.01% +543 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 4,000 $293K 0.05% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,978 $292K 0.04% -762 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 3,966 $291K 0.24% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,934 $288K 0.03% +79 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 3,905 $286K 0.08% -434 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,888 $285K <0.01% new 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 3,826 $280K 0.02% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,807 $279K 0.02% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,795 $278K 0.03% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,782 $277K 0.02% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 3,742 $274K 0.15% -65 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,706 $272K 0.02% -144 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,681 $269K +2,476 Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,661 $268K 0.01% new 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 3,658 $268K 0.03% -1,739 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 3,570 $262K 0.05% +101 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 3,521 $258K 0.05% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,507 $257K 0.01% -10 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3,468 $254K 0.06% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,416 $250K 0.01% new 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 3,510 $250K 0.02% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 3,342 $245K <0.01% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,323 $244K 0.03% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 3,322 $243K 0.1% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,266 $239K <0.01% +103 13F-HR Timeline Group Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 3,251 $238K 0.02% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,238 $237K <0.01% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,220 $236K 0.08% -7 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 3,190 $235K 0.08% +331 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,209 $235K 0.07% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,165 $232K 0.07% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,105 $228K <0.01% -1,964 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 3,077 $225K 0.09% +3 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,065 $225K <0.01% -2,468 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,039 $223K 0.02% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 3,013 $221K 0.03% -625 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 3,002 $220K 0.17% 0 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 2,976 $218K 0.17% -118 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 2,969 $218K 0.03% +9 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 2,960 $217K 0.1% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,953 $216K 0.05% -2,082 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,909 $213K 0.01% -1,300 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,902 $213K 0.04% +2 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,892 $212K 0.01% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,875 $211K 0.01% new 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,847 $209K <0.01% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,815 $206K 0.02% -161 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 2,815 $206K 0.11% new 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 2,799 $205K 0.11% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,538 $202K 0.02% -440,046 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 2,647 $194K 0.05% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,643 $194K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,601 $191K 0.01% +1,389 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,299 $169K 0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,244 $164K 0.07% -80 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,085 $153K <0.01% -415 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,005 $147K 0.07% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,785 $131K 0.04% +1 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,743 $128K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,611 $118K 0.02% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,580 $116K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,403 $102K 0.02% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,349 $98.9K <0.01% 0 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,298 $95.1K 0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,228 $90K 0.01% +483 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,219 $89.3K <0.01% new 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,200 $87.9K 0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,165 $85.4K 0.04% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 1,114 $81.7K 0.05% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,082 $79.3K 0.03% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,050 $77K 0.04% 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,040 $76.2K 0.02% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 939 $68.8K 0.01% -74 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 921 $67.5K 0.02% +2 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 861 $63.1K <0.01% -759 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 833 $61.1K 0.03% +2 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 807 $59.1K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 779 $56.8K <0.01% +517 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 717 $53K <0.01% -21 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 718 $52.6K 0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 718 $52.6K 0.01% 0 13F-HR Timeline Group Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 678 $49.7K 0.03% +16 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 635 $46.5K 0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 626 $45.9K 0.09% -14,670 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 611 $44.8K <0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 600 $44K 0.02% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 597 $43.8K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 564 $41.3K <0.01% -400 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 550 $40.3K 0.01% 0 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 544 $39.9K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 528 $38.7K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 527 $38.6K <0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 515 $37.7K 0.03% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 510 $37.4K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 508 $37.2K 0.01% +503 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 500 $36.6K 0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 500 $36.6K 0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 497 $36.4K 0.02% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 493 $36.1K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 471 $34.5K <0.01% new 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 464 $34K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 462 $33.9K <0.01% 0 13F-HR Timeline