U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,998 $519K 0.01% +2 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,994 $518K 0.01% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 2,980 $516K 0.13% -24 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,208 $516K 0.01% +1,444 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,945 $510K 0.02% -60 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,936 $508K 0.05% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 2,933 $508K 0.05% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,927 $506K 0.07% -373 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,127 $506K 0.04% +754 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 2,905 $503K 0.27% +14 13F-HR/A Timeline Calder Financial LLC More: the full row for Calder Financial LLC 3,013 $503K 0.5% -190 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 2,905 $503K 0.23% +16 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 2,901 $502K 0.18% -17 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 2,894 $501K 0.55% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,879 $498K 0.04% +807 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 2,869 $496K new Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,864 $496K 0.07% +4 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 2,859 $495K 0.16% +105 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,840 $491K 0.02% +2,814 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 2,824 $489K 0.73% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,822 $488K 0.03% +470 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,800 $484K 0.01% -203 13F-HR Timeline Group Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 2,793 $483K 0.14% +3 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,789 $483K 0.06% 0 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,736 $474K 0.13% new 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 2,733 $473K 0.22% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,731 $473K 0.04% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,721 $471K 0.01% +980 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 2,718 $470K 0.13% -75 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,708 $469K 0.01% +776 13F-HR Timeline Group Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,699 $467K 0.08% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,692 $466K 0.28% +10 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 2,692 $466K 0.06% +12 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 2,648 $458K 0.1% -56 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 2,641 $457K 0.16% -87 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,622 $454K 0.27% +400 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 2,599 $450K 0.37% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,540 $440K 0.03% 0 13F-HR Timeline Bayshore Capital Advisors, LLC More: the full row for Bayshore Capital Advisors, LLC 2,522 $436K 0.18% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,520 $436K 0.06% +434 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 2,500 $433K 0.29% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,567 $431K 0.01% -1,394 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 2,487 $430K 0.18% 0 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 2,449 $424K 0.04% +24 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,447 $423K 0.09% -93 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,436 $422K 0.1% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,435 $421K 0.12% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,416 $418K 0.05% -12 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,398 $415K 1.84% -248 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,519 $414K 0.1% +81 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,378 $412K <0.01% +83 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 2,363 $409K 0.28% +62 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,358 $408K 0.04% new 13F-HR Timeline American Trust More: the full row for American Trust 2,357 $408K 0.04% new 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 2,354 $407K 0.14% new 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,340 $405K 0.04% 0 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 2,323 $402K 0.34% -3,677 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,318 $401K 0.02% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,308 $399K 0.04% 0 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 2,300 $398K 0.11% -400 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,241 $388K 0.18% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,209 $382K 0.05% -8 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 2,202 $381K 0.08% 0 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 2,191 $379K 0.15% new 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 2,170 $375K 0.04% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,166 $375K <0.01% +54 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,165 $375K 0.01% +149 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,157 $373K 0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,144 $371K <0.01% -1,292 13F-HR Timeline Group Welch Group, LLC More: the full row for Welch Group, LLC 2,141 $370K 0.01% 0 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 2,126 $368K 0.3% +12 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 2,115 $366K 0.09% 0 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 2,112 $365K 0.33% +27 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,110 $365K 0.01% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,109 $365K <0.01% new 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 2,098 $363K 0.15% -389 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 2,082 $360K 0.04% +3 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,070 $358K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,142 $357K 0.02% +12 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 2,055 $356K 0.14% -506 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,050 $355K 0.04% +50 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,046 $354K 0.01% +240 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,035 $352K 0.05% -15 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,000 $346K 0.02% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,000 $346K 0.06% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,991 $345K 0.04% -207 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 1,975 $342K 0.01% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,957 $339K 0.04% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,936 $335K 0.07% -93 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,925 $333K 0.02% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2,100 $333K 0.03% 0 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 1,911 $331K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,894 $328K 0.01% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,890 $327K <0.01% new 13F-HR/A Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 1,886 $326K 0.08% new 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 1,876 $325K 0.11% +5 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,874 $324K <0.01% +33 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,863 $322K 0.01% +6 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,853 $321K 0.08% -127 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,843 $319K 0.02% -2,320 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 1,838 $318K 0.11% -290 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 1,821 $315K 0.13% +20 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 1,769 $313K 0.26% -7 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 1,806 $313K 0.05% +137 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 1,801 $312K 0.1% -6,513 13F-HR/A Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 1,800 $311K 0.04% 0 13F-HR/A Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,790 $310K 0.26% +584 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,780 $308K 0.07% new 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 1,765 $305K 0.22% +4 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 1,745 $302K 0.07% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,725 $298K 0.02% +119 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,707 $295K 0.01% +3 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,700 $294K 0.02% 0 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,689 $292K 0.07% -45 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 1,675 $290K 0.01% +4 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,670 $289K <0.01% -141 13F-HR Timeline Group COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,668 $289K 0.06% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,666 $288K 0.01% -115 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,658 $287K 0.01% new 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,655 $286K 0.11% -140 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 1,650 $286K 0.23% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,629 $282K 0.03% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,619 $280K 0.08% new 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 1,662 $279K <0.01% new 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,602 $277K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,592 $276K 0.02% +42 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,588 $274K 0.08% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,566 $271K 0.14% new 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,550 $268K 0.18% -100 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,548 $268K 0.06% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,549 $268K 0.02% +2 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 1,545 $267K 0.04% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,540 $266K 0.01% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,521 $263K 0.06% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,513 $262K 0.01% -168 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 1,508 $261K 0.09% new 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 1,504 $260K 0.09% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,501 $260K <0.01% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,501 $260K 0.01% new 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 1,496 $259K 0.07% new 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 1,495 $259K 0.13% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,495 $259K 0.01% +197 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,491 $258K 0.12% -115 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,487 $257K 0.02% +1 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,485 $257K 0.02% +1 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 1,485 $257K 0.04% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,483 $256K 0.07% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,474 $255K 0.01% new 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,473 $255K 0.1% +9 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 1,469 $254K 0.11% new 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,460 $253K 0.01% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,458 $252K 0.06% -376 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,458 $252K 0.02% new 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,445 $250K <0.01% -4,537 13F-HR Timeline Group City State Bank More: the full row for City State Bank 1,437 $249K 0.06% -5 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,488 $248K 0.02% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,414 $245K 0.03% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,413 $245K 0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,406 $243K 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,398 $242K 0.01% +1,201 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 1,396 $242K 0.28% new 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 1,395 $241K 0.14% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,393 $241K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,389 $240K 0.01% +691 13F-HR/A Timeline Group Security Financial Services, INC. More: the full row for Security Financial Services, INC. 1,388 $240K 0.04% -387 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,386 $240K 0.04% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,534 $239K <0.01% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,382 $239K 0.01% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,359 $238K 0.01% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,370 $237K 0.01% new 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 1,361 $236K 0.22% 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,356 $235K 0.02% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,354 $234K <0.01% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,350 $234K 0.01% new 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,340 $232K 0.06% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,339 $232K <0.01% new 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 1,444 $229K 0.06% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,317 $228K 0.01% new 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 1,311 $227K 0.09% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,310 $227K <0.01% new 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 1,304 $226K 0.07% new 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,304 $226K 0.11% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,290 $223K <0.01% +130 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,290 $223K 0.01% -686 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,285 $222K 0.01% new 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 1,301 $222K 0.07% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,279 $221K 0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,300 $220K <0.01% 0 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 1,269 $220K 0.19% 13F-HR/A Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 1,264 $219K 0.09% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,229 $213K <0.01% new 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 1,224 $212K 0.06% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,224 $212K 0.03% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,217 $211K <0.01% new 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,215 $210K <0.01% new 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,214 $210K 0.01% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,213 $210K 0.02% new 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 1,210 $209K 0.08% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 1,205 $209K 0.1% new 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,205 $209K 0.08% new 13F-HR Timeline