Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 1,602 $424K 0.04% -104 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 1,600 $424K 0.04% -72 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,585 $420K 0.22% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,575 $417K 0.02% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,565 $414K 0.14% -118 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,562 $414K 0.01% new 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,562 $413K 0.31% -82 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,558 $412K 0.04% +176 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 1,549 $410K 0.13% +16 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,537 $407K 0.26% 0 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 1,520 $402K 0.17% +265 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,514 $401K 0.03% -445 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 1,511 $400K 0.37% -31 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,508 $399K 0.01% +80 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,487 $394K 0.08% -37 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 1,487 $394K 0.02% -12 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 1,482 $392K 0.19% -550 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,465 $388K 0.02% new 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 1,460 $387K 0.1% 0 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 1,536 $385K 0.25% -32 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,452 $384K 0.05% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,542 $383K 0.07% -7 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 1,441 $381K <0.01% 0 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,436 $380K 0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,436 $380K 0.02% 0 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,434 $380K 0.02% new 13F-HR/A Timeline Group River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,429 $378K 0.05% -47 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,417 $375K 0.02% new 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 1,414 $374K 0.34% +248 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,409 $373K 0.04% new 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,404 $372K 0.03% 0 13F-HR/A Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,401 $371K 0.36% -62 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,394 $369K 0.02% +2 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,393 $369K 0.08% +271 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 1,393 $369K 0.4% new 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 1,391 $368K 0.15% 0 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 1,382 $366K 0.08% +5 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,381 $365K 0.25% +5 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,380 $365K 0.08% 0 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,374 $364K 0.07% +23 13F-HR/A Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 1,370 $363K 0.13% +1 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 1,360 $360K 0.03% +207 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 1,354 $359K 0.08% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,353 $358K <0.01% -622 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,350 $357K 0.03% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,347 $357K 0.08% +1,295 13F-HR/A Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,342 $356K 0.02% -176 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,340 $355K 0.02% -26 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,340 $355K <0.01% +62 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 1,311 $347K 0.01% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,309 $347K <0.01% -163 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 1,309 $347K <0.01% 0 13F-HR Timeline Group Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,308 $346K 0.27% -10 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 1,299 $344K 0.08% -5 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,299 $344K 0.05% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 1,292 $342K 0.01% 0 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,347 $342K 0.11% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,282 $339K 0.18% -175 13F-HR/A Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,378 $339K 0.02% -21 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,276 $338K 0.01% new 13F-HR/A Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,274 $337K 0.05% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 1,266 $335K 0.26% -240 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,262 $334K 0.02% 0 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 1,262 $334K 0.1% +161 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,261 $334K 0.03% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,347 $333K 0.01% new 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 1,254 $332K 0.06% -127 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,250 $331K 0.03% +301 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 1,244 $329K 0.08% +4 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,241 $329K 0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,240 $328K 0.14% 0 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 1,300 $328K 0.18% 0 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 1,294 $326K 0.11% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,228 $325K 0.01% -149 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,226 $325K 0.06% +3 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,226 $324K 0.04% -30 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 1,225 $324K 0.1% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,221 $323K 0.01% +1 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,209 $320K 0.02% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 1,204 $319K <0.01% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,201 $318K 0.04% 0 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 1,199 $317K 0.28% +11 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,199 $317K 0.02% +132 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 1,199 $317K 0.08% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,198 $317K 0.02% -277 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,189 $315K 0.05% -18 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,184 $313K 0.05% 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,181 $313K 0.02% +5 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 1,298 $312K 0.14% 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 1,175 $311K 0.13% +100 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,175 $311K 0.2% -75 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,172 $310K 0.02% +100 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,169 $310K 0.05% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,165 $308K 0.05% +40 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,165 $308K 0.03% +1 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,164 $308K 0.04% -196 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,156 $306K <0.01% -453 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,154 $306K 0.25% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 1,150 $304K 0.21% +4 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 1,141 $302K 0.08% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,140 $302K 0.01% 0 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 1,137 $301K 0.1% +2 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,145 $300K 0.14% +37 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 1,134 $300K 0.15% -30 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 1,389 $300K 0.07% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 1,103 $298K 0.16% +270 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 1,126 $298K 0.23% -100 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 1,123 $297K 0.19% +1 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 1,122 $297K 0.15% 0 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,121 $297K 0.02% -513 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,108 $293K 0.03% -67 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,102 $292K 0.01% new 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 1,100 $291K 0.17% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,098 $291K 0.06% 0 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,096 $290K 0.15% new 13F-HR Timeline Mission Creek Capital Partners, Inc. 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More: the full row for Peregrine Asset Advisers, Inc. 1,062 $281K 0.11% 0 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 1,061 $281K 0.03% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,061 $281K 0.08% +3 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 1,059 $280K 0.11% -55 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,058 $280K 0.04% -22 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,055 $279K 0.02% 0 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 1,050 $278K 0.2% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,048 $277K 0.01% -542 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,048 $277K 0.01% -12,271 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,046 $277K 0.03% -41 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,046 $277K 0.18% -426 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 1,034 $274K 0.25% +4 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,031 $273K 0.03% +4 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,025 $271K 0.03% new 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 1,025 $271K 0.12% 0 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,024 $271K 0.02% 0 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 1,013 $268K 0.16% +2 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 1,010 $267K <0.01% -203 13F-HR Timeline Clark Capital Management Group, Inc. 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More: the full row for SMITH, MOORE & CO. 938 $248K 0.02% -16 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 1,000 $248K 0.17% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 932 $247K <0.01% 0 13F-HR Timeline Group D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 932 $247K 0.08% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 932 $247K 0.03% +49 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 930 $246K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 928 $246K 0.02% -4 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 927 $245K 0.02% -47 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 936 $245K 0.07% +1 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 914 $242K 0.05% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 910 $241K 0.05% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 910 $241K 0.04% 0 13F-HR Timeline Warwick Investment Management, Inc. 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More: the full row for McClarren Financial Advisors, Inc. 992 $234K 0.15% +98 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 881 $233K 0.03% -25 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 876 $232K 0.19% 0 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 874 $231K 0.02% +78 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 917 $231K 0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 871 $230K 0.02% new 13F-HR Timeline