Rathbones Group PLC More: the full row for Rathbones Group PLC 5,667 $3.52M 0.02% +201 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 5,596 $3.48M 0.37% -222 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,575 $3.47M 0.36% +162 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,534 $3.44M 0.17% +1,144 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,531 $3.44M 0.04% +261 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 5,525 $3.44M 0.12% -89 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,393 $3.38M 0.3% +2,026 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,425 $3.37M 0.08% +773 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 5,397 $3.36M 0.53% -3 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,348 $3.33M 0.31% +356 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 5,345 $3.32M 0.95% -41 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,332 $3.32M 0.25% +98 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,317 $3.31M 0.17% +465 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 5,313 $3.3M 1.24% +411 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 5,301 $3.3M 0.47% -92 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 5,242 $3.26M 0.02% +96 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 5,234 $3.25M 0.23% 0 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 5,224 $3.25M 2.9% 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,214 $3.24M 0.2% -23 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,204 $3.24M 0.49% -114 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 5,201 $3.23M <0.01% -193 13F-HR Timeline Group ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 5,190 $3.23M 1.79% -231 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,182 $3.22M 0.3% -7 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 5,137 $3.19M 0.58% +238 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 5,135 $3.19M 1.22% +637 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,095 $3.17M 0.04% +313 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 5,043 $3.17M 0.54% +72 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 5,068 $3.15M 1.34% 0 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 5,042 $3.14M 0.04% +1,222 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,023 $3.12M 0.18% +106 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 4,991 $3.1M 1.39% -139 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 4,971 $3.09M 0.84% +1 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 4,967 $3.09M 2.16% +5 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,959 $3.08M 0.3% +97 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 4,934 $3.07M 1.93% -632 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,932 $3.07M 0.23% +51 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 4,890 $3.04M 1.47% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 4,883 $3.04M 0.09% -92 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,810 $2.99M 0.29% -1,768 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,795 $2.98M 0.27% +518 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 4,765 $2.96M 0.45% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,741 $2.95M 0.21% -10 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,623 $2.87M 0.14% +1 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,596 $2.86M 0.29% -84 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,582 $2.85M 0.02% -614 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,578 $2.85M 0.11% +68 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,557 $2.84M 0.79% +45 13F-HR Timeline Gray Wealth Management Inc. More: the full row for Gray Wealth Management Inc. 4,466 $2.78M 1.05% +70 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,443 $2.76M 0.05% -100 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,445 $2.76M 0.02% +19 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,441 $2.76M 0.2% +468 13F-HR Timeline Group Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 4,434 $2.76M 2.49% 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 4,428 $2.75M 0.55% +12 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 4,426 $2.75M 0.93% +386 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 4,425 $2.75M 0.31% -5 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 4,422 $2.75M 0.34% -80 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 4,422 $2.75M 2.08% 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,394 $2.73M -239 Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 4,342 $2.72M 0.45% +69 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,345 $2.7M 0.29% -2,240 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 4,340 $2.7M 1.5% 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 4,300 $2.67M 0.03% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,298 $2.67M 0.32% +41 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 4,297 $2.67M 0.79% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,265 $2.65M 0.54% +21 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,252 $2.64M 0.15% +2,794 13F-HR/A Timeline Group Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 4,246 $2.64M 0.82% 0 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 5,893 $2.61M 0.34% -276 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,194 $2.61M 0.07% -1,126 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,184 $2.6M 0.03% +20 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 4,183 $2.6M 0.04% 0 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,163 $2.59M 0.08% -1,277 13F-HR/A Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,139 $2.57M 0.19% -517 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,136 $2.57M 0.04% +148 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,131 $2.57M 0.31% 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,109 $2.55M 0.03% +331 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 4,109 $2.55M 0.03% +331 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 4,100 $2.55M <0.01% 0 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,082 $2.54M 0.36% +82 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 4,071 $2.53M 1.07% -25 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,066 $2.53M 1.68% +114 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 4,016 $2.5M 1.09% -105 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 4,009 $2.49M 1.26% -333 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,994 $2.48M 0.17% +987 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 3,989 $2.48M 0.91% -129 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 3,987 $2.48M 1.99% -48 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 3,973 $2.47M 0.16% +414 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,965 $2.47M 0.33% -12 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 3,960 $2.46M 0.6% -240 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,936 $2.45M 0.03% +376 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,930 $2.44M 0.05% +344 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,929 $2.44M 1.08% +3 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,894 $2.42M 0.15% +3 13F-HR Timeline American Trust More: the full row for American Trust 3,891 $2.42M 0.18% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,890 $2.42M 0.04% +186 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,872 $2.41M 0.41% +50 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 3,835 $2.38M 0.28% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,823 $2.38M 0.12% +471 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,814 $2.37M 0.02% +398 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,813 $2.37M 0.05% -788 13F-HR Timeline Group Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 3,676 $2.37M 1.11% -148 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 3,806 $2.37M 0.19% 0 13F-HR Timeline Group tru Independence LLC More: the full row for tru Independence LLC 3,803 $2.36M 0.74% -9 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 3,799 $2.36M 1.04% -134 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 3,768 $2.34M 0.14% +43 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 3,761 $2.34M 0.83% +167 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 3,758 $2.34M 1.23% -26 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,754 $2.33M 0.04% -355 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 3,751 $2.33M 0.81% +1,077 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,741 $2.33M 0.16% -27 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,734 $2.32M 0.09% +441 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,687 $2.29M 0.08% -1,075 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 3,655 $2.27M 0.4% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,645 $2.27M 0.06% -71 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,642 $2.26M 0.12% -36 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,602 $2.24M 0.15% 0 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,583 $2.23M 0.01% -5,856 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,572 $2.22M 0.08% +322 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,525 $2.21M 0.21% +78 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,555 $2.21M 0.14% -8 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,549 $2.21M 0.04% -326 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 3,543 $2.2M 0.59% +610 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 3,532 $2.2M 1.09% -498 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 3,525 $2.19M 1.38% 0 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 3,520 $2.19M 1.35% +101 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 3,501 $2.18M 0.12% -139 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 3,501 $2.18M 0.16% -40 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 3,453 $2.15M 0.15% +130 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,448 $2.14M 0.03% +363 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,440 $2.14M 0.39% -431 13F-HR/A Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,438 $2.14M 0.05% -122 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 3,429 $2.13M 0.69% +167 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 3,415 $2.12M 0.75% +296 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,398 $2.11M 0.39% +1,033 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 3,389 $2.11M 1.87% 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 3,363 $2.09M 1.21% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 3,360 $2.09M 0.39% 0 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 3,359 $2.09M 1.64% 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,358 $2.09M 0.08% 0 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 3,357 $2.09M 0.03% +7 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,348 $2.08M 0.22% +1,000 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,341 $2.08M 0.06% +1,112 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 3,322 $2.07M 0.64% -21 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,316 $2.06M 0.28% -5 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 3,288 $2.04M 0.8% -226 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,285 $2.04M 0.2% -14 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 3,275 $2.04M <0.01% 0 13F-HR/A Timeline Group Busey Bank More: the full row for Busey Bank 3,272 $2.03M 0.07% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,240 $2.01M 0.86% -46 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 3,238 $2.01M 1.37% 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 3,231 $2.01M 0.11% -629 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,229 $2.01M 0.2% +171 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,212 $2M 0.02% +759 13F-HR Timeline Group WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 3,210 $2M 0.86% +756 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 3,176 $1.97M 1.67% -1,652 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,175 $1.97M 0.03% -25 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 3,172 $1.97M 0.63% -34 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 3,158 $1.96M 1.64% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,158 $1.96M 0.07% -197 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,156 $1.96M 0.25% -36 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 3,145 $1.96M 0.9% +53 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,142 $1.95M 0.09% +379 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,090 $1.92M 0.39% -4 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 3,074 $1.91M 0.06% -794 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 3,059 $1.9M 1.97% 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 3,022 $1.88M 1.22% +34 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 3,009 $1.87M 1.62% 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,998 $1.86M 0.08% -1,011 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,993 $1.86M 0.07% +281 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 2,988 $1.86M <0.01% +1,286 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,979 $1.85M 0.04% -280 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,973 $1.85M 0.03% new 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,967 $1.84M 0.39% -18 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 2,965 $1.84M 0.75% +643 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,960 $1.84M 1.37% -506 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 2,906 $1.82M 0.13% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,933 $1.82M 0.54% -110 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,928 $1.82M 0.62% 0 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 2,893 $1.8M 1.58% 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 2,870 $1.78M 0.75% +115 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,852 $1.77M 0.41% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,850 $1.77M 0.23% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,772 $1.72M 0.04% +8 13F-HR Timeline Group Next Capital Management LLC More: the full row for Next Capital Management LLC 2,755 $1.71M 0.7% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 2,745 $1.71M 0.6% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,738 $1.7M 0.29% +187 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,735 $1.7M 0.93% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,722 $1.69M 0.05% +244 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 2,716 $1.69M 0.59% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,709 $1.69M 0.14% -532 13F-HR/A Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,707 $1.68M 0.3% +591 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,705 $1.68M 0.08% +11 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,694 $1.67M 0.1% -52 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,673 $1.66M 0.15% +23 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 2,669 $1.66M 0.4% -16 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,660 $1.65M 0.06% -20 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 2,649 $1.65M 0.27% +114 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,647 $1.65M 0.05% +61 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 2,637 $1.64M 0.17% -16 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,632 $1.64M 0.15% +92 13F-HR Timeline Group