TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,722 $910K 0.01% +61 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,702 $904K 0.01% +12 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,702 $904K 0.09% +13 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,650 $886K 0.08% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 2,618 $876K 0.17% -23 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,543 $851K 0.03% +249 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,520 $843K 0.01% -16 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,483 $831K 0.02% -433 13F-HR Timeline Group NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,464 $824K 0.07% -250 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,418 $809K 0.04% +421 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2,398 $802K 0.01% -2,034 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 2,398 $802K 0.01% -2,034 13F-HR/A Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,349 $802K 0.71% -57 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,385 $798K 0.01% +5 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,267 $782K 0.15% +2 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,286 $765K 0.05% +260 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,285 $764K 0.03% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 2,166 $724K 0.23% +45 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 2,100 $702K 0.47% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,077 $695K 0.03% -75 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,014 $674K 0.03% +312 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,005 $658K 0.15% +417 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 2,121 $657K 0.28% +8 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 1,955 $654K 0.09% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 1,949 $652K 0.01% -153 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,920 $642K 0.44% -76 13F-HR/A Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,909 $639K 0.13% +226 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,900 $636K 0.36% -2,210 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,872 $628K 0.02% +21 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 1,873 $626K 0.12% +167 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,867 $625K 0.01% -4 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,867 $624K <0.01% +284 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 1,842 $616K 0.16% +247 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 1,821 $609K 0.05% -17,387 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,813 $606K 0.01% +504 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,809 $605K 0.03% +402 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,812 $605K 0.06% -168 13F-HR/A Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,792 $599K <0.01% -208 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,788 $598K 0.04% +1 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,764 $590K 0.15% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,759 $588K 0.02% -561 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 1,741 $582K <0.01% +10 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,726 $577K 0.05% +1,089 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 1,717 $574K 0.14% 0 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,712 $573K 0.05% 0 13F-HR/A Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,708 $571K 0.02% +12 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,704 $570K 0.16% +16 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,693 $566K 0.05% -71 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,686 $564K 0.03% +111 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 1,681 $562K 0.07% +30 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,675 $560K 0.01% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,670 $558K 0.04% +193 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 1,668 $558K 0.02% -76 13F-HR Timeline Group CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 1,663 $556K 0.06% 0 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,576 $527K 0.17% +20 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,564 $523K 0.04% new 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 1,553 $519K 0.02% +2 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,543 $516K 0.01% 0 13F-HR Timeline Group Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,536 $514K 0.18% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,534 $513K 0.04% +214 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,487 $497K 0.31% +188 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,482 $496K 0.45% +50 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,482 $496K 0.07% +708 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,481 $495K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,470 $492K 0.02% +165 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,451 $485K 0.09% +1 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,440 $482K 0.02% 0 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,435 $480K 0.27% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,427 $477K 0.07% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,393 $466K 0.08% 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,391 $465K 0.11% +246 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,379 $461K <0.01% new 13F-HR Timeline Group Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,323 $443K 0.13% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,312 $439K 0.09% +623 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,310 $438K 0.14% +14 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,310 $438K <0.01% -37 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,305 $436K <0.01% +160 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,301 $435K 0.01% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,297 $434K 0.02% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,293 $432K 0.02% new 13F-HR/A Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,271 $425K 0.03% -50 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,263 $422K 0.02% +2 13F-HR Timeline Group Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,263 $422K 0.06% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,238 $414K 0.1% new 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 1,236 $413K 0.17% -450 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,362 $413K 0.01% +8 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,213 $406K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,212 $405K <0.01% +637 13F-HR Timeline Group Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,211 $405K 0.04% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,195 $400K <0.01% -1 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 1,192 $399K 0.08% +51 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 1,186 $397K 0.11% +84 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 1,170 $391K 0.29% -2,038 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,169 $391K <0.01% 0 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,164 $389K 0.09% +389 13F-HR/A Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 1,161 $388K 0.08% -105 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,158 $387K 0.01% 0 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 1,158 $387K 0.27% +74 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,158 $387K 0.22% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,146 $383K 0.01% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,134 $379K 0.03% +374 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,134 $379K 0.03% +85 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 1,126 $377K 0.2% +1 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 1,124 $376K 0.28% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,119 $374K 0.01% -48 13F-HR Timeline Group Westwind Capital More: the full row for Westwind Capital 1,105 $370K 0.09% -383 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 1,106 $370K 0.19% 0 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,100 $368K 0.03% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,088 $364K 0.03% -27 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,084 $362K 0.06% +143 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,073 $359K 0.09% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,067 $357K 0.14% -23 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,063 $356K 0.01% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,061 $355K <0.01% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 1,061 $355K <0.01% new 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,057 $354K 0.01% 0 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,056 $353K 0.02% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,049 $351K 0.01% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,044 $349K 0.01% 0 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 1,040 $348K 0.14% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,038 $347K 0.02% -581 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,034 $346K 0.02% -58 13F-HR/A Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,025 $343K 0.07% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,020 $341K 0.03% -264 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1,017 $340K 0.06% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,010 $338K 0.01% +460 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 997 $334K 0.03% +1 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 995 $333K 0.01% +924 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 990 $331K 0.2% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 975 $326K 0.01% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 967 $324K 0.02% -45 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 962 $322K 0.03% -3 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 959 $321K 0.01% -1,380 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 910 $304K 0.11% -180 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 908 $304K <0.01% -882 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 900 $301K 0.01% 0 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 896 $300K 0.09% +27 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 890 $298K <0.01% +326 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 886 $296K 0.21% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 881 $295K 0.1% +12 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 879 $294K 0.01% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 879 $294K 0.05% +2 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 875 $293K 0.09% 0 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 873 $292K <0.01% 0 13F-HR Timeline Group Burk Holdings LLC More: the full row for Burk Holdings LLC 864 $289K 0.22% +2 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 848 $284K <0.01% -493 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 848 $284K 0.01% -23 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 845 $283K 0.01% -1 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 844 $282K 0.02% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 837 $280K 0.02% +3 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 829 $277K 0.01% +181 13F-HR Timeline Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 828 $277K 0.15% -26 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 815 $273K <0.01% +628 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 815 $273K 0.02% +2 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 812 $272K 0.09% -280 13F-HR/A Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 811 $271K 0.08% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 811 $271K 0.04% +1 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 806 $270K 0.25% +51 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 806 $269K 0.35% +1 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 804 $269K 0.06% new 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 800 $268K <0.01% 0 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 798 $267K 0.02% +1 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 797 $267K <0.01% 0 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 797 $266K 0.01% -803 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 795 $266K 0.23% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 790 $264K 0.06% +780 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 777 $260K <0.01% -6 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 777 $259K 0.01% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 774 $259K <0.01% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 771 $258K <0.01% 0 13F-HR Timeline Group Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 750 $256K 0.02% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 763 $255K 0.03% 0 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 762 $255K 0.14% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 750 $251K 0.01% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 748 $250K 0.08% +111 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 745 $249K <0.01% 0 13F-HR Timeline Group Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 738 $247K 0.11% new 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 738 $247K 0.02% +10 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 734 $246K 0.01% -200 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 725 $243K 0.2% +103 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 722 $241K 0.07% +1 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 721 $241K 0.26% -2,217 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 720 $241K 0.07% 0 13F-HR/A Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 719 $240K 0.01% new 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 716 $240K 0.11% -140 13F-HR Timeline Group INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 714 $239K 0.12% +57 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 710 $237K 0.23% +84 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 708 $237K 0.06% 0 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 708 $237K 0.06% 0 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 707 $236K 0.08% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 705 $236K 0.02% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 695 $232K 0.02% -28 13F-HR Timeline Group WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 692 $231K 0.21% +28 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 690 $231K 0.01% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 629 $229K 0.04% -1 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 680 $227K 0.01% new 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 677 $226K 0.04% -62 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 675 $226K 0.02% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 647 $225K 0.01% +13 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 672 $225K 0.03% 0 13F-HR Timeline