Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,603 $1.15M <0.01% +626 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 5,603 $1.15M 0.68% +1,673 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,527 $1.14M 0.01% -275 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 5,501 $1.13M 0.37% -170 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,409 $1.13M 0.02% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,478 $1.13M 0.02% +210 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,448 $1.12M 0.02% -139 13F-HR Timeline Group JMN Financial LLC More: the full row for JMN Financial LLC 5,405 $1.11M 1.09% +301 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 5,344 $1.1M 0.07% -40 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,228 $1.08M 0.06% +30 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 5,190 $1.07M 0.21% -11 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 5,150 $1.06M 0.02% -2,650 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 5,081 $1.05M 0.13% -1,348 13F-HR Timeline Macco Financial Group, Inc. More: the full row for Macco Financial Group, Inc. 5,059 $1.04M 0.79% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,046 $1.04M 0.01% -14 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 5,038 $1.04M 0.6% +177 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,986 $1.03M <0.01% +257 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,930 $1.01M 0.01% +234 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 4,917 $1.01M 0.74% +542 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,906 $1.01M 0.02% +1,197 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 4,906 $1.01M 0.07% +15 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,895 $1.01M 0.04% +89 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,788 $985K 0.07% -223 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 4,783 $984K 0.22% -1,293 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,745 $977K 0.01% -312 13F-HR/A Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 4,736 $975K 0.09% 0 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 4,728 $973K 0.87% -172 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 4,702 $968K 0.18% +747 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 4,702 $968K 0.91% -21 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 4,695 $966K 1.09% -310 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 4,655 $958K 0.02% -276 13F-HR Timeline Group 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 4,625 $952K 0.07% +36 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,623 $951K 0.01% +379 13F-HR Timeline Group First Growth Capital LLC More: the full row for First Growth Capital LLC 4,590 $951K 0.86% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,583 $943K 0.04% -88 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,563 $939K 0.05% -314 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,548 $936K 0.03% +2,811 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,451 $931K 0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 4,447 $915K 0.09% -2,338 13F-HR/A Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 4,374 $900K 0.03% -660 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,372 $900K 0.01% +13 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 4,369 $899K 0.2% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 4,326 $890K 0.12% +476 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,314 $888K 0.06% -26 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 4,294 $884K 0.15% +178 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,272 $879K 0.03% 0 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 4,272 $879K 0.32% -125 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 4,265 $878K 0.13% +28 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,263 $877K 0.01% -2,977 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,261 $877K 0.14% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 4,245 $874K 0.05% +237 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,233 $871K 0.06% -150 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,218 $868K 0.04% 0 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,211 $867K 0.09% +649 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,207 $866K 0.07% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,193 $863K 0.01% -747 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 4,174 $859K 0.11% -32 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 4,110 $846K 0.14% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,074 $844K 0.06% +57 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 4,079 $839K 0.2% 0 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 4,078 $839K 0.15% -29 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 4,073 $838K 0.52% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,061 $836K 0.06% +10 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 4,046 $833K 0.32% -533 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 4,019 $827K 0.13% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,987 $821K 0.31% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,983 $820K 0.01% +94 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,953 $814K +3,459 Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 3,924 $808K 0.22% +7 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,882 $799K 0.03% -354 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 3,865 $795K 0.52% -227 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 3,865 $795K 0.6% -54 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 3,838 $790K 0.12% -459 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,797 $781K 0.01% +382 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,774 $777K 0.09% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,768 $775K 0.07% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 3,678 $770K 0.39% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,719 $765K 0.05% -30 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,561 $765K 0.06% 0 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 3,715 $764K 0.27% -18 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,695 $760K 0.06% -77 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,680 $757K 0.02% 0 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 3,667 $755K 0.09% +271 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,652 $752K 0.01% +478 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,651 $751K 0.02% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,623 $746K 0.02% -78 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 3,624 $745K 0.23% -95 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 3,605 $742K 0.19% 0 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 3,589 $739K 0.34% +478 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 3,588 $738K 0.21% -17 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 3,584 $738K 0.69% 0 13F-HR Timeline Boston Trust Walden Corp group of 2 filers holding More: the full row for Boston Trust Walden Corp 3,548 $730K -20,657 Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 3,546 $730K 0.09% -772 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 3,527 $726K 0.17% -58 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 3,504 $721K 0.01% +476 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,486 $717K <0.01% -6,062 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,459 $712K 0.01% -205 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,448 $710K 0.04% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,430 $706K 0.01% 0 13F-HR Timeline Group Creekside Partners More: the full row for Creekside Partners 3,418 $703K 0.29% +11 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 3,414 $703K 0.23% +45 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,380 $696K 0.04% -14,790 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,370 $694K 0.02% -165 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,365 $693K 0.02% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,359 $691K 0.45% 0 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 3,350 $689K 0.25% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 3,335 $686K 0.17% -186 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,320 $683K 0.01% +334 13F-HR/A Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 3,304 $680K 0.04% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,281 $680K 0.14% +931 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,285 $676K 0.06% -6 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 3,232 $676K 0.06% +1,616 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,272 $673K 0.01% new 13F-HR/A Timeline BAILARD, INC. More: the full row for BAILARD, INC. 3,270 $673K 0.02% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,251 $669K <0.01% +229 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 3,250 $669K 0.03% +3 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,183 $655K 0.27% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 3,145 $647K 0.2% +60 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 3,086 $635K 0.37% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,072 $632K 0.02% -1,439 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,065 $631K 0.03% -69 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,062 $630K 0.02% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,016 $621K 0.01% +276 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,011 $620K 0.03% +8 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,009 $619K 0.02% +1 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 3,000 $617K 0.1% 0 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 2,986 $615K <0.01% -508 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 2,975 $612K 0.03% 0 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,970 $611K 0.08% +6 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,960 $609K 0.01% +3 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 2,954 $608K 0.45% +1,200 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 2,954 $608K 0.54% -178 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 2,922 $601K 0.31% +318 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 2,917 $600K 0.04% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,888 $594K 0.02% +53 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 2,881 $593K 0.34% -72 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,676 $589K 0.15% +6 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,854 $587K 0.04% -1,596 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,802 $577K 0.09% -98 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 2,792 $575K 0.2% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,779 $572K 0.12% new 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,765 $569K 0.02% +547 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,653 $568K 0.07% +63 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 2,756 $567K 0.15% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,752 $566K 0.06% -12,329 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,737 $563K <0.01% +487 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,731 $562K <0.01% +123 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,727 $561K 0.02% +707 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,712 $558K 0.05% 0 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 2,708 $557K 0.17% -177 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 2,637 $543K 0.46% +3 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 2,630 $541K 0.36% -182 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 2,625 $540K 0.12% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 2,610 $537K 0.31% -543,193 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,608 $537K 0.07% 0 13F-HR Timeline Bridgelight Financial Advisors, Inc. More: the full row for Bridgelight Financial Advisors, Inc. 2,601 $535K 0.45% -7 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,591 $533K 0.04% +47 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,575 $530K 0.06% -60 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 2,574 $530K 0.14% +2 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 2,522 $519K 0.09% -72 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,510 $517K 0.06% +63 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,495 $513K 0.11% -1,006 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,480 $510K 0.02% -354 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 2,478 $510K 0.49% +26 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 2,474 $509K 0.38% -10,933 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,469 $508K 0.02% -10 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,455 $505K 0.05% -383 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 2,446 $503K 0.31% +3 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 2,225 $502K 0.14% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,428 $500K 0.03% +1 13F-HR Timeline Group TRUEFG, LLC More: the full row for TRUEFG, LLC 2,415 $497K 0.13% +9 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,410 $496K 0.06% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,386 $491K 0.01% -16 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,335 $481K 0.01% +182 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,326 $479K 0.06% -29 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,308 $475K 0.05% 0 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 2,301 $474K 0.18% -8 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,301 $474K 0.06% +857 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,288 $471K 0.02% -92 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,285 $470K 0.34% +6 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,282 $470K 0.06% -106 13F-HR/A Timeline Group Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 2,277 $469K 0.13% +1 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 2,271 $467K 0.04% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,270 $467K 0.01% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,268 $467K 0.02% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,247 $463K 0.01% +1,131 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,232 $459K 0.01% +8 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 2,228 $459K 0.1% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,212 $455K 0.02% +9 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,179 $448K 0.22% -59 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,176 $448K 0.08% -421 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,166 $446K 0.18% +132 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,140 $440K 0.06% +380 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 2,123 $437K 0.18% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,119 $436K 0.03% new 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 2,115 $435K 0.41% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,104 $433K 0.23% -50 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,100 $432K <0.01% -132 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,100 $432K 0.01% -39 13F-HR/A Timeline Embree Financial Group More: the full row for Embree Financial Group 2,098 $432K 0.05% new 13F-HR Timeline