STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 19,804 $2.4M 0.03% +8,984 13F-HR Timeline Group Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 19,566 $2.38M 0.27% -348 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 19,183 $2.33M 0.68% -64 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 18,952 $2.3M <0.01% new 13F-HR Timeline Group Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 18,850 $2.29M 0.43% 0 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 18,659 $2.27M 0.23% -3,400 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 18,590 $2.26M 0.13% -571 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 17,749 $2.16M 0.18% +249 13F-HR Timeline Group EQ LLC More: the full row for EQ LLC 17,679 $2.15M 0.53% +3,609 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 17,501 $2.12M 0.24% -57 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 17,438 $2.12M 0.27% 0 13F-HR Timeline Group RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 17,224 $2.09M 1.19% +737 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 17,213 $2.09M 0.37% -4,239 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 16,613 $2.02M 0.23% 0 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 16,506 $2M 0.57% -77 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 16,182 $1.96M 0.81% 0 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 15,960 $1.94M 0.58% -3,495 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 15,824 $1.92M 0.23% +5,211 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 15,836 $1.91M 0.06% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 15,468 $1.88M <0.01% -61,926 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 15,461 $1.88M 0.2% -119 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 15,441 $1.87M 0.74% +3,309 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 15,385 $1.87M <0.01% +1,254 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15,347 $1.86M 0.01% +5,763 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 15,208 $1.85M 0.08% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 15,177 $1.84M 0.01% -6,314 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 15,085 $1.83M 0.02% -478 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 14,944 $1.81M 0.03% -64 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 14,865 $1.8M 0.18% 0 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 14,768 $1.79M 0.31% -113 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 14,716 $1.79M 0.45% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 14,698 $1.78M 0.02% +1,273 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 14,540 $1.77M 0.19% 0 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 14,480 $1.76M 0.1% new 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 14,174 $1.72M 0.01% +1,852 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 14,166 $1.72M 0.09% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 13,896 $1.69M 0.15% +7,954 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 13,796 $1.68M 0.05% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,766 $1.67M 0.02% +35 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 13,684 $1.66M 0.02% 0 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 13,324 $1.62M 0.14% -1,172 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 13,175 $1.6M 0.11% +327 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 13,058 $1.59M 0.06% +210 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 12,878 $1.56M 0.1% new 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 12,744 $1.55M 0.18% -60 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 12,600 $1.53M 0.05% +110 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 12,600 $1.53M 0.17% +110 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 12,435 $1.51M 0.01% new 13F-HR Timeline Group NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 12,328 $1.5M 0.46% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 12,253 $1.49M 0.01% +192 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 11,814 $1.43M 0.02% -574 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 11,598 $1.41M 0.99% +3 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 11,443 $1.39M 0.12% +1,453 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 11,433 $1.39M 0.03% -448 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 11,067 $1.34M 0.13% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,027 $1.34M 0.04% -30 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 10,998 $1.34M 0.15% +154 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 10,881 $1.32M 0.06% +191 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 10,831 $1.32M 0.08% +4,938 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 10,667 $1.3M 0.3% -845 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10,628 $1.29M 0.06% +549 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10,586 $1.29M 0.09% -274 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,519 $1.28M 0.03% -1,169 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 10,345 $1.26M 0.02% +71 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 10,326 $1.25M 0.28% +1,213 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,175 $1.24M 0.06% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 10,213 $1.22M 0.54% +324 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,026 $1.22M 0.02% 0 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 10,000 $1.21M 0.1% 0 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 10,205 $1.21M 0.75% -424 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 9,862 $1.2M 0.37% +1,000 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 9,762 $1.19M 0.48% +1,043 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,591 $1.17M 0.03% +590 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9,583 $1.16M 0.01% +8,605 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 9,571 $1.16M 0.01% +119 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,527 $1.16M 0.01% +311 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 9,471 $1.15M 0.05% +1,622 13F-HR Timeline Group Flower City Capital More: the full row for Flower City Capital 9,471 $1.15M 0.51% -5 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 9,393 $1.14M 0.02% new 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 9,388 $1.14M 0.55% -126 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 9,919 $1.11M <0.01% +5,417 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 9,110 $1.11M 0.12% new 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 9,047 $1.1M 0.03% -298 13F-HR Timeline Group TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 8,976 $1.09M 0.35% +22 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 8,933 $1.08M 0.07% +763 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 8,927 $1.08M 0.04% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 8,921 $1.08M 0.12% +585 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 8,867 $1.08M 0.25% +306 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 8,849 $1.07M 0.23% +7 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 8,683 $1.05M -697 Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 8,573 $1.04M 0.13% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,594 $1.04M 0.02% -759 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,486 $1.03M 0.02% -594 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 8,471 $1.03M 0.02% +3,692 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 8,378 $1.02M 0.01% +2,341 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 8,293 $1.01M 0.13% -22 13F-HR/A Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 8,176 $993K 0.18% -9 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 8,197 $991K 0.74% -199 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 8,042 $976K 0.21% +327 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 7,913 $961K 0.14% -891 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 7,895 $959K 0.13% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 7,831 $951K 0.75% +19 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 7,807 $948K 0.37% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,673 $932K <0.01% +61 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 7,644 $928K 0.41% new 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 7,454 $905K 0.6% 0 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 7,401 $899K <0.01% -37,360 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 7,400 $899K <0.01% -2,000 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 7,390 $897K 0.01% +6,360 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,354 $893K 0.06% +2,111 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 7,259 $881K 0.47% -294 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 7,194 $873K 0.71% +240 13F-HR/A Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 7,183 $872K 0.1% -377 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 7,142 $867K 0.24% +98 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 7,119 $864K 0.31% +100 13F-HR Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 7,018 $852K <0.01% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 7,018 $852K <0.01% +2,458 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 6,927 $841K 0.02% +2,474 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 6,873 $835K 0.09% 0 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 6,835 $830K 0.02% -3,470 13F-HR Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 6,745 $819K 0.23% +501 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 6,673 $810K 0.03% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 6,654 $808K 0.03% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 6,596 $801K 0.13% +2 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 6,591 $800K 0.29% -115 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 6,579 $798K 0.01% -285 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 6,539 $794K <0.01% +975 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 6,487 $788K 0.02% -360 13F-HR Timeline Group M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 6,466 $785K 0.41% +52 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 6,445 $783K 0.1% 0 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 6,417 $779K 0.28% +409 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 6,405 $778K 0.23% +4,126 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,353 $771K 0.01% -1,616 13F-HR/A Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 6,337 $769K 0.43% 0 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 6,304 $765K 0.3% +10 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,248 $759K 0.03% -85 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 6,233 $757K 0.1% -143 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 6,189 $751K 0.25% +1 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 6,166 $749K 0.21% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,142 $746K 0.02% -73 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 6,136 $745K 0.36% -4,994 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 6,104 $741K 0.2% -129 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 6,103 $741K <0.01% +400 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 6,047 $734K 0.27% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 6,041 $733K 0.02% +1,713 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 6,021 $731K 0.21% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 5,974 $725K 0.56% +470 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,972 $725K 0.01% -91 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 5,952 $723K 0.02% +1,677 13F-HR Timeline ACUTE INVESTMENT ADVISORY, LLC More: the full row for ACUTE INVESTMENT ADVISORY, LLC 5,792 $703K 7.44% -298 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,770 $701K <0.01% -944 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 5,737 $697K 0.03% -341 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 5,714 $694K 0.11% +853 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,687 $690K 0.01% +3,387 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 5,684 $690K 0.07% new 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 5,653 $686K 0.27% +3,579 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 5,615 $682K 0.1% -116 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 5,539 $672K 0.1% -134 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,537 $672K 0.02% +612 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,457 $663K 0.01% -51 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 5,413 $657K 0.05% +14 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 5,339 $648K 0.21% -3,169 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,272 $640K <0.01% +314 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,258 $638K 0.01% -779 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,203 $632K 0.01% +1,416 13F-HR/A Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 5,243 $623K 0.08% -36 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,078 $617K 0.03% -277 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,072 $616K 0.01% -28 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 5,071 $616K 0.21% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,056 $614K 0.12% +56 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,040 $612K 0.01% +2,303 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,023 $610K 0.01% +38 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,989 $606K 0.03% +4 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 4,910 $596K 0.16% -879 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 4,907 $596K 0.04% +139 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 4,852 $589K 0.03% 0 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 4,851 $589K 0.27% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,835 $587K 0.01% +56 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,825 $586K <0.01% +1,054 13F-HR/A Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,808 $584K 0.2% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 4,785 $581K <0.01% +1,299 13F-HR Timeline Group Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 4,779 $580K 0.32% -410 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 4,724 $574K 0.23% +2,714 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,722 $573K 0.04% 0 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 4,699 $571K 0.03% -60 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,692 $570K 0.01% +777 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,610 $560K 0.07% +93 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,609 $560K 0.01% +158 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 4,597 $558K 0.2% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,514 $548K 0.01% 0 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 4,493 $546K +150 Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,452 $541K 0.01% -589 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,434 $538K 0.05% -659 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,430 $538K <0.01% +91 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,256 $517K 0.03% +5 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 4,254 $517K 0.11% -25,205 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,244 $515K <0.01% +3 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 4,225 $513K 0.09% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,191 $509K 0.05% -1,432 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,179 $507K 0.02% -81 13F-HR Timeline