Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 10,846 $638K 0.36% -4 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 10,783 $634K 0.17% +2,420 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 10,641 $625K 0.05% -2,354 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 10,558 $621K 0.15% -370 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 10,520 $618K 0.29% -23,380 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 10,480 $616K 0.12% +1,725 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 10,390 $611K 0.04% new 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 10,389 $611K <0.01% +2,347 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 10,383 $610K 0.08% +83 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 10,351 $608K 0.21% -475 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 10,255 $603K <0.01% 0 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 10,232 $601K 0.61% +6,480 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 10,202 $600K 0.09% -1,572 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,090 $593K 0.01% -3,225 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 10,032 $590K 0.1% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 9,992 $587K 0.51% -96,986 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 9,990 $587K 0.06% -2,050 13F-HR/A Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 9,952 $585K 0.01% +132 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 9,951 $585K 0.45% -615 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 9,944 $585K 0.05% -4,260 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 9,944 $585K 0.01% +70 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 9,885 $578K 0.22% -3,236 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9,817 $577K 0.01% +1,580 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 9,794 $576K 0.09% +17 13F-HR/A Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 9,698 $570K 0.36% -63 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 9,535 $560K 0.03% -1,407 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 9,462 $559K 1.01% +342 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 9,481 $557K 0.39% 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 9,447 $555K 0.1% -5,848 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 9,432 $554K 0.02% -1,783 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 9,407 $552K 0.31% -567 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 9,377 $551K 0.03% -2,299 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 9,344 $549K 0.05% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 9,273 $545K 0.03% -599 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 9,271 $545K 0.05% +13 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 9,229 $542K <0.01% +1,108 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 9,197 $541K 0.33% -13,090 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 9,227 $540K <0.01% +131 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 9,045 $532K 0.06% -541,162 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,796 $517K 0.03% +1,251 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,761 $515K 0.01% 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,640 $508K 0.02% 0 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 8,611 $506K 0.75% new 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 8,600 $506K 0.35% 0 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 8,583 $505K 0.2% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 8,540 $502K 0.03% +594 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 8,500 $500K 0.07% 0 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 8,499 $500K 0.2% +1,212 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 8,473 $498K 0.28% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 8,459 $497K 0.01% -1 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 8,452 $497K 0.32% -40 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 8,277 $485K 0.08% -26 13F-HR/A Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 8,240 $484K <0.01% new 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 8,220 $483K 0.05% new 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 8,197 $482K 0.22% +3,543 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 8,140 $478K 0.05% new 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 8,088 $475K 0.02% +495 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 8,080 $474K 0.11% 0 13F-HR/A Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 8,039 $473K 0.06% -3,219 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 8,038 $472K 0.04% 0 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 8,038 $472K 0.22% +783 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 8,000 $470K 0.35% +1,000 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 7,920 $466K 0.34% +387 13F-HR Timeline SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 7,806 $459K 0.02% 0 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 7,712 $453K 0.17% +187 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 7,706 $453K 1.27% -1,119 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 7,679 $451K 0.74% -745 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 7,662 $450K 0.03% +1,257 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,638 $449K 0.04% new 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 7,629 $448K 0.15% +48 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 7,616 $448K +7,221 Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 7,588 $446K 0.26% -46,914 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 7,525 $442K 0.06% +29 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 7,519 $442K 0.12% -10 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 7,514 $442K 0.23% +2,545 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 7,460 $437K 0.02% -532 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 7,422 $436K 0.14% +2,234 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 7,355 $432K 0.14% +76 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 7,334 $431K 0.05% +1,679 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,286 $428K 0.01% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 7,216 $424K <0.01% -802 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 7,180 $422K 0.01% +38 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 7,088 $417K 0.23% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 7,086 $417K 0.11% +1,297 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 7,015 $412K 0.11% -40 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 6,951 $409K <0.01% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,951 $409K 0.09% +6,943 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 6,908 $406K 0.03% +71 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 6,886 $405K 0.04% +2,498 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,876 $404K 0.02% +35 13F-HR Timeline Group BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 6,857 $403K 0.13% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 6,834 $402K 0.01% -1,055 13F-HR Timeline Group Snider Financial Group More: the full row for Snider Financial Group 6,744 $396K 0.11% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6,570 $386K 0.05% -44 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 6,551 $385K 0.01% -1,253 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6,428 $378K 0.02% +135 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 6,400 $376K 0.18% +1,055 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 6,388 $375K 0.1% -30 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,362 $374K 0.04% -4,355 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,287 $370K <0.01% -2,803 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 6,258 $368K <0.01% +1,188 13F-HR Timeline Group Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 6,246 $367K 0.01% -4,800 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,222 $366K 0.01% -1,636 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 6,065 $355K 0.09% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,026 $354K 0.02% +24 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 6,015 $354K 0.2% +1,329 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 5,987 $352K 0.03% 0 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 5,981 $352K 0.07% new 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 5,977 $351K 0.1% 0 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 5,879 $346K 0.12% -466 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 5,884 $346K 0.26% -948 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 5,812 $342K 0.17% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 5,791 $340K 0.09% +4,004 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 5,742 $337K 0.06% +1,119 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 5,736 $337K 0.3% +60 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,688 $334K 0.02% +1,791 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 5,686 $334K 0.05% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,600 $329K 0.09% +171 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 5,592 $329K 0.06% +481 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 5,504 $324K 0.12% -2,150 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 5,502 $323K 0.05% -239 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 5,489 $323K 0.02% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,436 $320K <0.01% -128 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,358 $315K 0.01% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 5,274 $310K 0.12% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,262 $309K 0.01% -1,852 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 5,250 $309K 0.14% 0 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 5,236 $308K 0.14% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,224 $307K 0.02% +717 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 5,174 $304K 0.09% 0 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 5,125 $301K 0.1% -1,873 13F-HR Timeline Group MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 5,102 $300K 0.19% +852 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,090 $299K 0.01% +399 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 5,063 $298K 0.08% 0 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 4,983 $293K 0.23% -9 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,981 $293K 0.01% +2,139 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 4,929 $290K 0.1% -830 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 4,906 $288K 0.21% +945 13F-HR Timeline KRAFT ASSET MANAGEMENT, LLC More: the full row for KRAFT ASSET MANAGEMENT, LLC 4,875 $287K 0.27% -750 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 4,837 $284K 0.02% 0 13F-HR Timeline STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 4,798 $282K <0.01% +4,299 13F-HR Timeline Group Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 4,762 $280K 0.24% +899 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 4,691 $276K 0.07% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,660 $273K <0.01% -1,266 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,632 $272K 0.08% 0 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 4,601 $270K 0.18% -1,276 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 4,548 $267K 0.05% 0 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 4,546 $267K 0.16% new 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 4,543 $267K 0.03% -429 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 4,531 $266K 0.22% -1,496 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 4,479 $263K 0.15% +420 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 4,459 $262K 0.02% -3,431 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 4,461 $262K 0.1% +26 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 4,439 $261K 0.08% 0 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 4,437 $261K 0.01% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,425 $260K 0.07% 0 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 4,325 $254K 0.22% -100 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,318 $254K 0.01% +54 13F-HR/A Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 4,321 $254K 0.03% 0 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 4,297 $253K 0.14% +49 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,285 $252K <0.01% 0 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 4,284 $252K 0.2% +785 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,236 $249K 0.02% -1,984 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,194 $247K 0.02% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 4,173 $245K 0.1% -4,683 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 4,131 $243K 0.06% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,118 $242K 0.01% +173 13F-HR/A Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,106 $241K 0.04% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,061 $239K 0.01% +2,985 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 4,049 $238K 0.14% -127 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 4,039 $237K 0.03% -3,656 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 4,008 $236K 0.05% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 4,000 $235K 0.07% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 3,993 $235K 0.05% -2,487 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 3,984 $234K 0.03% -770 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 3,961 $233K 0.16% -1,118 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,951 $232K 0.01% -25,225 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,963 $232K 0.02% new 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 3,915 $230K 0.08% +275 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,908 $230K 0.05% new 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 3,906 $230K 0.08% new 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 3,904 $230K 0.1% new 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 3,892 $229K 0.17% -892 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 3,884 $228K 0.15% 0 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 3,849 $226K 0.11% +216 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,840 $226K 0.04% new 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 3,835 $225K 0.09% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,825 $225K 0.01% +195 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,812 $224K 0.01% new 13F-HR Timeline Group ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 3,794 $223K 0.05% 0 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 3,776 $222K 0.05% -179 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 3,762 $221K 0.21% 0 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 3,758 $221K 0.04% new 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 3,752 $221K 0.06% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,748 $220K <0.01% -8,330 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,697 $217K 0.01% +32 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,693 $217K <0.01% -158 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,692 $217K 0.01% 0 13F-HR Timeline Group ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 3,685 $217K 0.11% 0 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 3,644 $214K 0.01% 0 13F-HR Timeline