Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 1,782 $613K 0.02% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 1,779 $612K 0.08% -5 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,771 $609K 0.26% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,763 $606K 0.11% -29 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,751 $602K 0.12% +9 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 1,745 $600K 0.5% +4 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 1,739 $598K 0.14% 0 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,892 $596K 0.19% 0 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 1,715 $590K 0.17% -45 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 1,692 $582K 0.32% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,688 $581K 0.05% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 1,680 $578K 0.03% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,677 $577K 0.01% -22 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 1,676 $577K 0.15% -194 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 1,673 $575K 0.09% -123 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,663 $572K 0.04% 0 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 1,655 $569K 0.09% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,654 $569K 0.06% +864 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,652 $568K 0.2% -57 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 1,647 $567K 0.5% +1 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 1,642 $565K 0.13% new 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 1,595 $549K 0.08% -9 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,592 $548K 0.03% +94 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,590 $547K 0.22% -120 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,579 $543K 0.03% +46 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,579 $543K 0.09% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,577 $542K 0.31% 0 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,570 $540K 0.21% -10 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 1,560 $536K 0.02% 0 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 1,538 $529K 0.33% +90 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,537 $528K 0.05% -36 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,529 $526K 0.04% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,512 $520K 0.01% +162 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,511 $520K 0.05% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,511 $520K 0.05% -69 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 1,497 $515K 0.11% 0 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 1,494 $514K 0.02% +111 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 1,493 $513K 0.12% 0 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 1,483 $510K 0.14% +113 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,483 $510K 0.12% -275 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,482 $510K 0.07% -165 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,481 $509K 0.05% +4 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,472 $506K 0.03% -32 13F-HR Timeline Centennial Advisors, LLC More: the full row for Centennial Advisors, LLC 1,472 $506K 0.6% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,470 $506K 0.05% 0 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 1,469 $505K 0.05% 0 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 1,465 $504K 0.17% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,464 $503K 0.01% 0 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 1,461 $502K 0.12% +36 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 1,445 $497K 0.16% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,441 $496K 0.02% 0 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,441 $496K 0.14% +163 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 1,439 $495K 0.19% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,435 $494K 0.09% 0 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 1,434 $493K 0.13% 0 13F-HR/A Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 1,419 $488K 0.46% 0 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,418 $488K 0.27% -68 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 1,416 $487K <0.01% new 13F-HR Timeline Group KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,413 $486K 0.12% +192 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 1,413 $486K 0.07% +95 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,408 $484K 0.03% -163 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 1,406 $483K 0.28% +4 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 1,400 $481K 0.11% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,397 $480K 0.02% +31 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,396 $480K 0.11% +646 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,394 $480K 0.04% 0 13F-HR Timeline American Trust More: the full row for American Trust 1,392 $479K 0.04% 0 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 1,391 $478K 0.19% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,387 $477K 0.06% +65 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 1,382 $475K 0.37% +16 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,380 $475K 0.14% 0 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 1,361 $468K 0.15% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,347 $463K 0.03% -11 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 1,340 $461K 0.18% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,340 $461K 0.18% +503 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,329 $457K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,330 $454K 0.12% +201 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,315 $452K 0.09% +3 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,310 $451K 0.02% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,307 $449K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,295 $445K 0.07% -457 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,293 $445K 0.01% new 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,290 $444K 0.03% -5 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,287 $443K 0.45% 0 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 1,279 $440K 0.21% new 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 1,276 $439K 0.05% -2 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,267 $436K 0.29% -860 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,264 $435K 0.01% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,256 $432K 0.02% new 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 1,250 $430K 0.04% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 1,250 $430K 0.06% -832 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 1,249 $430K 0.03% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,246 $429K 0.04% -14 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,233 $424K 0.02% +7 13F-HR Timeline Group Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 1,234 $424K 0.06% 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,226 $422K 0.11% 0 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 1,219 $419K 0.11% 0 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 1,220 $419K 0.05% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,211 $417K 0.01% -95 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,203 $414K 0.07% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,201 $413K <0.01% +56 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 1,200 $413K 0.15% +1 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 1,200 $413K 0.1% 0 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 1,200 $413K 0.37% -950 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 1,199 $412K 0.1% -89 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,192 $410K 0.06% -60 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 1,192 $410K 0.09% -50 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 1,190 $409K 0.17% 0 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 1,186 $408K 0.15% +154 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 1,184 $407K 0.06% -37 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 1,184 $407K 0.06% -225 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,183 $407K 0.04% 0 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 1,168 $406K 0.23% +4 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,179 $405K 0.04% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,177 $405K 0.04% -100 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 1,175 $404K 0.15% -14 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,164 $400K <0.01% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,163 $400K 0.01% -72 13F-HR Timeline Group Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,162 $400K 0.02% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,162 $400K 0.01% -237 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,148 $395K 0.02% -14 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,145 $394K 0.08% +389 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,141 $392K <0.01% +193 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,139 $392K 0.04% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,136 $391K 0.03% 0 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 1,135 $390K 0.05% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,135 $390K 0.07% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,125 $387K 0.02% -4,390 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1,125 $387K 0.28% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 1,123 $386K <0.01% -6 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,122 $386K 0.02% +24 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,113 $386K 0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,112 $382K 0.04% 0 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 1,109 $381K 0.22% -141 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 1,108 $381K 0.22% +14 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,108 $381K <0.01% -390 13F-HR Timeline Group MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 1,102 $379K 0.27% -170 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,101 $379K 0.01% 0 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 1,100 $378K 0.06% 0 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 1,100 $378K 0.18% -100 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,095 $377K 0.07% +387 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 1,093 $376K 0.03% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,090 $375K 0.02% +352 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 1,088 $374K <0.01% -16,882 13F-HR Timeline Group BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 1,085 $373K 0.28% 0 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 1,048 $373K 0.08% -43 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 1,082 $372K 0.13% -96 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,081 $372K 0.02% +167 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,080 $371K 0.01% 0 13F-HR/A Timeline Town Capital LLC More: the full row for Town Capital LLC 1,079 $371K 0.24% +32 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,076 $370K 0.02% -141 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 1,072 $369K 0.14% -402 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,072 $369K 0.12% -80 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 1,071 $368K 0.16% +3 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,065 $366K 0.01% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,063 $365K 0.12% -20 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,060 $365K 0.01% new 13F-HR/A Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 1,057 $363K 0.28% +3 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,051 $361K <0.01% +26 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 1,050 $361K 0.03% 0 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 1,045 $359K 0.04% +61 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 1,044 $359K 0.25% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,039 $357K 0.01% +29 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 1,033 $355K 0.11% +1 13F-HR/A Timeline Next Level Private LLC More: the full row for Next Level Private LLC 1,031 $355K 0.07% -13 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,031 $355K 0.02% +122 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 1,029 $354K 0.29% 0 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 1,026 $353K 0.01% -14 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 1,024 $352K -1,022 Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,022 $351K 0.02% new 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 1,019 $350K 0.12% 0 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 1,015 $349K 0.13% 0 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 1,014 $349K 0.12% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 1,011 $348K 0.11% +3 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 1,010 $347K 0.03% -3 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,006 $346K 0.07% 0 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,005 $346K 0.04% -266 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,005 $346K 0.06% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,003 $345K 0.08% -27 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 1,000 $344K 0.05% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 997 $343K 0.04% new 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 997 $343K 0.1% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 983 $338K 0.01% 0 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 981 $337K 0.11% +1 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 975 $335K 0.02% -80 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 964 $332K 0.05% 0 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 960 $330K 0.14% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 958 $329K 0.08% -17 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 956 $329K 0.09% -47 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 953 $328K 0.23% 0 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 952 $327K 0.09% -746 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 947 $326K 0.17% +2 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 945 $325K 0.06% -2 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 943 $324K 0.24% +3 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 939 $323K 0.04% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 937 $322K <0.01% -6,914 13F-HR Timeline Group Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 928 $319K 0.08% 0 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 926 $318K 0.1% +10 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 923 $317K 0.15% -15 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 918 $316K <0.01% -258 13F-HR Timeline