Clarius Group, LLC More: the full row for Clarius Group, LLC 4,202 $877K 0.05% +3 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 4,194 $875K 0.22% -58 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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More: the full row for Paulson Wealth Management Inc. 4,084 $852K 0.2% -397 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,061 $847K 0.59% +20 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,053 $846K 0.07% +232 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,040 $843K 0.03% +62 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 4,040 $843K 0.11% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,982 $831K 0.04% -196 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,978 $830K 0.04% +135 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,977 $830K 0.1% +47 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 3,977 $830K 0.35% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,962 $827K 0.07% -625 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 3,961 $827K 0.43% -30 13F-HR Timeline Trilogy Capital Inc. 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More: the full row for Legacy Private Trust Co. 3,621 $756K 0.05% +288 13F-HR Timeline Physician Wealth Advisors, Inc. 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More: the full row for Yukon Wealth Management, Inc. 3,335 $696K 0.23% 0 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 3,330 $695K 0.49% new 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 3,324 $694K 0.12% +66 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,322 $693K 0.36% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,310 $691K 0.25% +213 13F-HR Timeline Bedel Financial Consulting, Inc. 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More: the full row for Abbot Financial Management, Inc. 3,262 $681K 0.29% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 3,225 $673K 0.12% 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 3,204 $669K 0.47% 0 13F-HR/A Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,175 $663K 0.01% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,166 $661K 0.03% +22 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 3,158 $659K 0.05% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,146 $657K 0.01% -116 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,133 $654K 0.02% -855 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 3,120 $651K 0.48% -351 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,116 $650K 0.01% +2,356 13F-HR Timeline Group Resolute Advisors LLC More: the full row for Resolute Advisors LLC 3,097 $649K 0.17% +15 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 3,100 $647K 0.44% 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 3,095 $646K 0.32% +23 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 3,094 $646K 0.1% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 3,078 $642K 0.09% +206 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,087 $642K 0.04% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,071 $641K 0.03% -128 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,031 $633K 0.07% +83 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,046 $632K 0.08% +1,378 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 3,024 $631K 0.37% +1 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,022 $631K 0.18% -18,709 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 3,018 $630K 0.47% 0 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 3,000 $629K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,021 $629K 0.04% +904 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 3,009 $628K 0.5% +10 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 3,000 $626K 0.23% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 2,988 $624K 0.18% +93 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 2,986 $623K 0.09% -29 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,983 $623K 0.04% -71 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,970 $621K 0.07% -560 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 2,950 $616K 0.36% -61 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,948 $615K 0.03% +13 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,945 $614K <0.01% +185 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,902 $608K 0.01% -71 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,905 $606K 0.07% +1,905 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 2,899 $605K 0.11% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,886 $602K 0.11% +227 13F-HR Timeline Group Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 2,882 $602K 0.67% -973 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 2,881 $601K 0.05% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,871 $599K 0.1% +5 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,871 $599K 0.04% -250 13F-HR Timeline Silver Oak Advisory Group, Inc. 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More: the full row for FWG Investments, LLC. 2,703 $564K 0.39% +367 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 2,700 $563K 0.32% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,700 $563K 0.18% new 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 2,742 $562K 0.45% +310 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 2,687 $561K 0.15% new 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,670 $559K 0.13% -317 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 2,661 $557K 0.12% +7 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 2,660 $555K 0.07% -68 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 2,658 $555K 0.41% +148 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,652 $554K 0.01% +337 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 2,638 $553K 0.41% +602 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,646 $552K 0.21% new 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 2,608 $551K 0.17% +228 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,631 $549K 0.04% -664 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 2,620 $547K 0.05% -205 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 2,614 $546K 0.12% -21 13F-HR Timeline Cornerstone Capital, Inc. 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More: the full row for XY Planning Network, Inc. 2,655 $518K 0.18% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,474 $516K 0.23% +28 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,449 $511K 0.12% +707 13F-HR Timeline