Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,835 $979K 0.02% +534 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,826 $977K 0.03% -220 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,809 $974K 0.01% -101 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,793 $972K 0.03% -935 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,786 $970K 0.04% +4,204 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,740 $963K 0.02% -618 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,724 $960K 0.01% +2,622 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 5,724 $960K 0.05% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,715 $959K 0.23% +332 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 5,710 $958K 0.08% +1,766 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,681 $953K 0.01% +222 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 5,650 $948K 0.31% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 5,647 $947K 0.22% +1,776 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,595 $939K 0.01% +499 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,526 $927K 0.01% +1,513 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,524 $927K 0.02% +403 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 5,515 $925K 0.41% -788 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 5,456 $915K 0.1% -41 13F-HR/A Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 5,440 $912K 0.09% +1,085 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 5,415 $908K 0.07% +434 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,394 $905K 0.01% +177 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 5,391 $904K +909 Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,388 $904K 0.05% -141 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 5,381 $903K 0.01% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 5,376 $902K 0.18% -20 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 5,348 $897K 0.28% +228 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 5,314 $891K 0.66% -219 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 5,064 $891K 0.88% -458 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,289 $887K 0.06% -123 13F-HR/A Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,273 $884K 0.04% +120 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 5,268 $884K 0.54% +989 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 5,257 $882K 0.25% +218 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,243 $879K 0.02% +1,188 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 5,189 $870K 0.06% +3,395 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 5,189 $870K 0.27% -1,408 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,154 $864K 0.02% -232 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,092 $854K 0.02% +140 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 5,089 $854K 0.03% -1,805 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 4,773 $852K 0.26% +1,772 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 5,052 $847K 0.24% -13 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 5,037 $845K 0.32% +574 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,027 $843K 0.01% new 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 5,000 $839K 0.36% 0 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 5,000 $839K 0.34% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,452 $834K 0.08% +687 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,970 $834K 0.04% +1,997 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,960 $832K 0.02% +8 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,904 $823K 0.05% +1,180 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 4,883 $819K 0.01% +72 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,880 $818K 0.02% -663 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,869 $817K 0.46% -10 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,844 $812K 0.18% +56 13F-HR Timeline Kerrisdale Advisers, LLC More: the full row for Kerrisdale Advisers, LLC 4,835 $811K 0.2% new 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 4,830 $810K 0.12% -105 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,827 $810K 0.01% new 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 4,775 $801K 0.05% +472 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,766 $799K 0.01% +1,153 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,765 $799K 0.01% -21,706 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 4,753 $797K 0.04% new 13F-HR Timeline Group KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 4,746 $796K 0.12% -257 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,729 $793K 0.19% +680 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,715 $791K 0.04% +109 13F-HR Timeline Group F/m Investments LLC More: the full row for F/m Investments LLC 4,668 $783K 0.04% -24 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,664 $782K 0.02% -213 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 4,654 $781K 0.15% -108 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 4,651 $780K 0.01% -174 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,607 $775K 0.05% -132 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,611 $773K 0.01% +399 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,604 $772K 0.1% 0 13F-HR Timeline Group Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 4,592 $772K 0.15% +152 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 4,594 $771K 0.07% +637 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 4,563 $765K 0.02% -3,640 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,561 $765K 0.04% +524 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 4,554 $764K 0.1% +390 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,540 $761K 0.01% +972 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,538 $761K 0.01% +1,662 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,534 $760K 0.22% +465 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,534 $760K 0.02% +126 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 4,469 $750K 0.44% -8,507 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 4,450 $746K 0.56% +437 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 4,443 $745K 0.02% +94 13F-HR Timeline Group 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 4,417 $741K 0.34% +10 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,400 $738K 0.03% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 4,390 $736K 0.22% +1,079 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 4,365 $732K 0.47% new 13F-HR Timeline Venator Management LLC More: the full row for Venator Management LLC 4,350 $730K 0.16% -250 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,343 $728K 0.02% -40 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 4,343 $728K 0.05% +8 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 4,338 $728K 0.04% +1,388 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,311 $723K 0.08% +2,216 13F-HR Timeline Unifi Asset Management LP More: the full row for Unifi Asset Management LP 4,305 $722K 0.51% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,269 $716K 0.04% +1,414 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 4,239 $711K 0.24% -13 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 4,229 $709K 0.54% new 13F-HR/A Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,225 $709K 0.03% -2,066 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,219 $708K 0.04% -471 13F-HR Timeline Lombard Odier Asset Management (Europe)… More: the full row for Lombard Odier Asset Management (Europe) Ltd 4,205 $705K 0.03% new 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 4,191 $703K 0.2% +54 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 4,166 $699K 0.43% -257 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 4,157 $697K 0.1% -147 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 4,149 $696K 0.48% -139 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,132 $693K 0.01% -235 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,118 $691K 0.1% -451 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,112 $690K 0.03% +493 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,112 $690K 0.06% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,109 $689K 0.1% +80 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 3,671 $689K 0.23% -58 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 4,102 $688K 0.26% -11 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 4,100 $688K 0.12% +8 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 4,090 $686K 0.43% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,062 $681K 0.08% -349 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,419 $680K 0.01% -412 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 4,056 $680K 0.12% -219 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 4,044 $678K 0.29% new 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,980 $668K 0.05% -6,891 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 3,976 $667K 0.05% 0 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,965 $665K 0.02% +1,481 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,733 $659K 0.04% -505 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 3,927 $659K 0.03% -5,868 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,912 $656K 0.18% -7,367 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 3,908 $655K 0.1% +2,717 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,875 $650K 0.03% +695 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 3,844 $645K 0.16% -610 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,831 $643K 0.09% -131 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,825 $642K 0.12% +117 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,816 $640K 0.01% -79 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,804 $638K 0.03% -146 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,782 $634K 0.04% -1,183 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,775 $633K 0.14% -29 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,753 $629K 0.02% +2,489 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,721 $624K 0.05% +76 13F-HR Timeline Group TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 3,713 $623K +1,886 Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,709 $622K 0.02% +981 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,700 $621K 0.01% +437 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,690 $619K 0.04% -1,115 13F-HR Timeline Group Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 3,674 $616K 0.09% +2,112 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 3,672 $616K 0.16% +846 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 3,651 $612K 0.02% -54,825 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 3,643 $611K 0.15% new 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 3,604 $604K 0.11% +11 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 3,600 $604K 0.18% -1,200 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 3,577 $600K 0.07% -7,870 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 3,576 $600K 0.04% +870 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 3,576 $600K 0.11% +1,302 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,570 $599K 0.01% +717 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 3,540 $594K 0.11% +22 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,539 $594K 0.04% -2,734 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 3,512 $589K 0.2% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,499 $587K 0.02% -75 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 3,474 $583K <0.01% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,473 $583K 0.02% -1,046 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,470 $582K 0.06% -96 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,459 $580K 0.02% +521 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 3,457 $580K 0.22% +1,508 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,453 $579K 0.07% +733 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,431 $575K 0.04% +120 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 3,430 $575K 0.15% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,403 $571K 0.09% +280 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,402 $571K 0.08% -2,962 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 3,310 $555K 0.26% -300 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,293 $552K 0.06% -1,419 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,279 $550K 0.05% 0 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,267 $548K 0.07% +1,051 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,265 $548K 0.11% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,259 $547K 0.03% -802 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,251 $545K 0.01% -121 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,250 $545K 0.04% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,227 $541K 0.11% +2,011 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,226 $541K 0.02% -3,061 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 3,200 $537K 0.09% -211 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,192 $535K 0.16% -83 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,164 $531K 0.3% +219 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 3,158 $530K 0.06% -1,941 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 3,158 $530K 0.13% -317 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 3,147 $528K 0.37% -143 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 3,143 $527K 0.12% -3 13F-HR Timeline Group Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,136 $526K 0.03% -217 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,119 $523K <0.01% -478 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,118 $523K 0.01% -42 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 3,100 $520K 0.22% -1,481 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,086 $518K 0.11% -1,951 13F-HR/A Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,079 $516K 0.01% +57 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,076 $516K 0.1% +900 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,068 $515K 0.06% -39 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 3,056 $513K 0.16% -267 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,055 $512K 0.06% +455 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 3,035 $509K 0.08% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,028 $508K 0.03% +80 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,019 $506K 0.03% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,017 $506K 0.13% -5,212 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,014 $506K 0.02% 0 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 3,010 $505K 0.13% -34 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,008 $505K 0.04% +605 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,007 $504K 0.03% +1,299 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,000 $503K 0.03% -75 13F-HR Timeline R2 Capital Strategies, LLC More: the full row for R2 Capital Strategies, LLC 2,997 $503K 0.23% 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,990 $502K <0.01% +1,390 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,985 $501K 0.13% -272 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 2,970 $498K 0.09% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,692 $497K 0.01% +1,100 13F-HR Timeline