RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 10,600 $962K <0.01% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 10,546 $957K 0.02% +100 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 10,525 $956K 0.07% 0 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 10,500 $953K 0.59% 0 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 10,278 $933K 0.36% +87 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 10,275 $933K 0.15% +291 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 10,235 $929K 0.01% -533 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 10,177 $924K 0.03% 0 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 10,142 $921K 0.23% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 10,038 $911K 0.18% +454 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 9,788 $889K 0.08% -125 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 9,710 $882K 0.41% -31 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 9,685 $879K 0.05% 0 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 9,581 $870K 0.37% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 9,182 $867K 0.05% +25 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 9,492 $862K 0.06% -323 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 9,469 $860K 0.22% -159 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 9,327 $847K 0.27% -3,981 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,172 $833K <0.01% -129 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 9,157 $831K 0.02% -7,519 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 8,855 $804K 0.28% +11 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 8,741 $794K 0.17% -116 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 8,727 $792K 0.14% -1 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 8,675 $788K 0.06% -24 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 8,574 $778K 0.45% -92 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 8,496 $771K <0.01% -597 13F-HR Timeline Group Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 8,461 $768K 0.19% -350 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 8,431 $765K 0.06% 0 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 8,375 $760K 0.04% -247 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,375 $760K 0.02% -297 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,250 $749K 0.01% -125 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $747K 0.18% new 13F-HR Timeline Amount filed as zero, left out of ratios. Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 8,212 $746K 0.12% 0 13F-HR Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 8,207 $745K 0.39% +483 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 8,201 $745K 0.02% +3,723 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 7,992 $726K 0.27% -614 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 7,901 $717K 0.22% -683 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 7,881 $715K 0.01% +1 13F-HR/A Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 7,718 $701K 0.15% +22 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 7,703 $699K 0.15% 0 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 7,651 $695K 0.42% +453 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 7,627 $692K 0.22% -160 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 7,607 $691K 0.3% -163 13F-HR/A Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 7,602 $690K 1.17% +2 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 7,508 $678K 0.02% -346 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 7,317 $664K 0.01% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,289 $662K 0.01% +244 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 9,962 $661K 0.28% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 7,164 $650K <0.01% +1,282 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 7,080 $643K 0.16% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 6,978 $634K <0.01% 0 13F-HR Timeline Group SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 6,934 $630K 0.4% -12 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 6,927 $628K 0.09% -267 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 6,908 $627K 0.08% +478 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 6,847 $622K 0.01% +3,857 13F-HR Timeline Morrissey Wealth Management, LLC More: the full row for Morrissey Wealth Management, LLC 6,561 $610K 0.38% 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 6,536 $593K 0.09% +362 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 6,520 $592K 0.08% 0 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 6,509 $591K 0.37% -12 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 6,493 $590K 0.24% 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 6,310 $578K 0.27% +2 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,337 $575K 0.01% +17 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 6,313 $573K 0.17% -27 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 6,245 $567K <0.01% -451 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 6,196 $563K 0.01% -10 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 6,186 $562K 0.11% 0 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 6,151 $558K 0.45% +17 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 6,130 $557K 0.22% -1,211 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 6,124 $556K 0.03% +2,074 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 6,091 $553K 0.07% +2 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,090 $553K 0.01% +431 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 6,023 $547K 0.19% +230 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 6,021 $547K 0.1% +291 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 5,983 $544K <0.01% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,953 $540K 0.01% -162 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,907 $536K 0.01% -721 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 5,854 $531K 0.12% -120 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 5,784 $525K 0.1% -315 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 5,723 $520K 0.24% +65 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,616 $510K 0.02% +20 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 5,602 $509K 0.01% 0 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 5,580 $507K 0.14% -78 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 5,498 $499K 0.16% +25 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 5,594 $496K 0.23% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 5,449 $495K 0.08% -882 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,421 $492K 0.01% -24 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 5,421 $492K 0.33% +92 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 5,378 $488K 0.36% 0 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 5,344 $485K 0.18% -87 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,339 $485K 0.01% new 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 5,302 $481K 0.15% +1 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 5,302 $481K 0.28% +30 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,280 $479K 0.02% new 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 5,145 $467K 0.24% -221 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5,106 $464K <0.01% 0 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 5,091 $462K 0.1% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 5,060 $459K 0.03% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,052 $459K 0.01% new 13F-HR Timeline Group TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 5,051 $459K <0.01% -30,551 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 4,979 $452K 0.18% +4,581 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 4,977 $452K 0.01% -19 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 4,974 $452K 0.17% -347 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 4,889 $444K 0.03% -58 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,887 $444K 0.01% -465 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 4,800 $436K 0.26% 0 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 4,790 $435K 0.21% +324 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,776 $434K 0.02% new 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,773 $433K 0.01% +1,324 13F-HR Timeline Group Fusion Capital, LLC More: the full row for Fusion Capital, LLC 4,681 $425K 0.1% -29 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 4,670 $424K 0.14% -691 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 4,654 $423K 0.17% -234 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 4,645 $422K 0.07% -4,321 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,643 $422K <0.01% +469 13F-HR Timeline Group Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 4,587 $416K 0.18% -21 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 4,560 $414K 0.1% -55 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,550 $413K 0.01% new 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 4,502 $409K 0.28% -77 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 4,483 $407K 0.31% +1 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 4,473 $406K 0.03% +20 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 4,464 $405K 0.06% +62 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 4,423 $402K 0.18% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4,414 $401K 0.07% -304 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 4,397 $399K 0.1% -92 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,389 $398K 0.05% -29,968 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 4,388 $398K 0.05% -1,475 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 4,251 $388K 0.13% +1,318 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 4,262 $387K 0.21% -1,025 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 4,261 $387K <0.01% -739 13F-HR Timeline Group Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 4,223 $383K 0.04% 0 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 4,222 $383K 0.1% -900 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 4,197 $381K 0.19% +5 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 4,192 $381K 0.02% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 4,186 $380K 0.1% new 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 4,175 $379K 0.19% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 4,154 $377K 0.05% -293 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 4,127 $375K 0.04% -561 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,119 $374K 0.05% -11,678 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,112 $373K <0.01% +1,113 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,054 $368K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,049 $368K 0.02% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,034 $366K 0.01% -122 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 4,021 $365K 0.01% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,000 $363K 0.05% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 3,963 $360K 0.05% +203 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,951 $359K 0.01% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,926 $356K <0.01% new 13F-HR Timeline Group Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 3,913 $355K 0.13% 0 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 3,906 $355K 0.1% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,890 $353K 0.02% +116 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 3,822 $347K 0.03% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,819 $347K 0.02% 0 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 3,771 $342K 0.18% +89 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 3,764 $342K 0.19% -57 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,704 $339K 0.03% -117 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 3,736 $339K 0.03% -151,492 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,726 $338K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,684 $334K 0.02% +864 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,680 $334K <0.01% -7,353 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,665 $333K <0.01% -205 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 3,630 $330K 0.15% -118 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 3,606 $327K 0.03% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,596 $327K 0.04% 0 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 3,586 $326K 0.12% 0 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 3,567 $324K 0.09% -101 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 3,556 $323K <0.01% +180 13F-HR Timeline Group Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 3,540 $321K 0.05% 0 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,531 $321K 0.05% +6 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,514 $319K 0.02% -165 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,510 $319K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,505 $318K 0.01% +108 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 3,496 $317K 0.12% -568 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,439 $312K 0.04% 0 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 3,393 $308K 0.17% -69 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 3,370 $306K 0.02% -212 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 3,334 $303K 0.21% -215 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,323 $302K 0.09% -1,296 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 3,354 $301K 0.19% -325 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,294 $299K 0.03% -182 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 3,278 $298K 0.11% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 3,268 $297K 0.03% +4 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 3,228 $293K 0.03% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,209 $291K 0.03% +9 13F-HR Timeline 6th Street Advisors, LLC More: the full row for 6th Street Advisors, LLC 3,207 $291K 0.17% 0 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 3,177 $290K 0.14% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,184 $289K 0.03% -105 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,175 $288K <0.01% -15 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 3,037 $287K 0.23% -110 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,597 $284K 0.05% 0 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 3,097 $281K 0.06% -168 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,047 $277K <0.01% -3 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,042 $276K <0.01% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 3,003 $273K 0.06% new 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 2,982 $271K 0.07% +8 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 2,927 $266K 0.11% 0 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 2,891 $264K 0.04% 0 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 2,890 $262K 0.01% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,865 $260K 0.07% -435 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,856 $259K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,856 $259K 0.02% +1,804 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 2,847 $258K 0.05% +21 13F-HR Timeline