Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,700 $356K 0.01% 0 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 1,692 $354K 0.35% 0 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,687 $353K 0.05% 0 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 1,681 $352K 0.16% -10 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,680 $352K 0.02% -11 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 1,680 $352K 0.14% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,679 $352K 0.01% -46 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,679 $351K 0.04% +124 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 1,647 $345K 0.17% +2 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,639 $343K 0.07% 0 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 1,638 $343K 0.18% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,637 $343K 0.05% -74 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,629 $341K 0.02% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,626 $340K 0.07% +4 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 1,624 $340K 0.21% +1 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,623 $340K <0.01% +184 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 1,609 $337K 0.02% +1,209 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 1,606 $336K 0.06% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,598 $335K 0.04% +4 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,595 $334K 0.02% +1,472 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 1,592 $333K 0.12% +28 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 1,591 $333K 0.27% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,584 $332K 0.21% -98 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,583 $331K 0.01% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,575 $330K 0.07% -75 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,570 $329K <0.01% -8 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,571 $329K 0.01% +3 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,566 $328K 0.02% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,561 $327K 0.06% +1 13F-HR Timeline Fortress Wealth Management, Inc. 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More: the full row for Claro Advisors Inc. 1,444 $302K 0.04% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,433 $300K 0.02% 0 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 1,419 $297K 0.14% +3 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,411 $295K 0.07% 0 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 1,408 $295K 0.07% 0 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,397 $292K 0.19% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,397 $292K 0.02% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 1,392 $291K 0.15% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,391 $291K 0.03% 0 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 1,391 $291K 0.03% +1 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 1,383 $289K 0.05% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,378 $288K 0.01% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,377 $288K 0.02% 0 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. 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More: the full row for WORLD EQUITY GROUP, INC. 1,307 $274K 0.06% +43 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,303 $273K 0.02% new 13F-HR Timeline Group Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,299 $272K 0.06% +1 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,295 $271K 0.09% 0 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 1,272 $271K 0.06% +3 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 1,292 $270K <0.01% 0 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,279 $268K 0.07% -10 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,260 $264K <0.01% -233 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,258 $263K 0.01% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,256 $263K <0.01% 0 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 1,256 $263K 0.09% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,255 $263K 0.01% +49 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 1,242 $260K 0.04% +2 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1,229 $257K <0.01% new 13F-HR/A Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,226 $257K 0.02% 0 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,221 $256K <0.01% -1,225 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,206 $252K 0.01% -198 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 1,201 $251K 0.01% new 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 1,198 $251K 0.17% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,198 $251K 0.01% -74 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 1,193 $250K 0.17% +3 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,192 $250K 0.01% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,184 $248K 0.02% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,175 $247K 0.08% -3 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,169 $245K 0.01% +1 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 1,167 $244K 0.03% -112 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 1,167 $244K 0.06% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,154 $242K <0.01% +274 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,151 $241K 0.03% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,150 $241K 0.09% +20 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 1,141 $239K 0.05% -262 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,138 $238K 0.07% -51 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,134 $237K 0.01% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,131 $237K <0.01% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,127 $236K 0.01% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,124 $235K <0.01% +3 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,122 $235K <0.01% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,120 $234K 0.01% +41 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,104 $231K 0.04% +3 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 1,078 $230K 0.06% -30 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,090 $228K 0.01% 0 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 1,085 $228K 0.04% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,086 $228K 0.02% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 1,081 $226K 0.06% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 1,079 $226K 0.02% +28 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,071 $224K 0.07% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,067 $223K 0.02% -25 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 1,066 $223K 0.02% 0 13F-HR Timeline Group Everest Private Wealth More: the full row for Everest Private Wealth 1,064 $223K 0.14% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,064 $223K 0.01% -39 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 1,033 $223K 0.02% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,062 $222K 0.07% +29 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 1,061 $222K 0.18% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 1,058 $221K 0.02% 0 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 1,044 $221K 0.22% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,030 $219K 0.02% -708 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 1,044 $219K <0.01% new 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,040 $218K 0.01% -65 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,040 $218K 0.14% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,033 $216K 0.02% -16 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 1,027 $215K <0.01% -4,511 13F-HR Timeline Group SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 1,020 $214K 0.1% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,020 $214K 0.03% 0 13F-HR Timeline Kingsman Wealth Management, Inc. 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More: the full row for AF Advisors, Inc. 1,000 $209K 0.09% new 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 1,000 $209K 0.08% new 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 999 $209K <0.01% new 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 997 $209K 0.01% new 13F-HR Timeline EQ LLC More: the full row for EQ LLC 993 $208K 0.07% new 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 991 $208K 0.16% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 979 $207K 0.01% new 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 968 $205K 0.01% new 13F-HR/A Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 957 $200K 0.07% new 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 955 $200K 0.05% -99 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 943 $198K 0.03% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 943 $197K 0.01% -242 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 943 $197K 0.03% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 900 $188K 0.08% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 900 $188K 0.1% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 874 $183K 0.08% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 871 $182K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 848 $178K <0.01% 0 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 772 $162K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 747 $156K 0.01% +211 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 743 $156K <0.01% +10 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 675 $141K 0.02% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 561 $117K <0.01% -96 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 552 $116K <0.01% +84 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 546 $114K 0.09% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 534 $112K 0.09% +1 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 511 $107K <0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 500 $105K 0.03% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 498 $104K 0.05% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 494 $103K 0.02% 0 13F-HR Timeline Group New Republic Capital, LLC More: the full row for New Republic Capital, LLC 493 $103K 0.03% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 492 $103K 0.02% +47 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 487 $102K 0.03% +219 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 482 $101K 0.01% -43 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 461 $96.5K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 443 $92.7K 0.01% -8 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 437 $91.5K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 418 $87.5K 0.01% +296 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 413 $86.5K 0.02% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 407 $85.5K 0.02% +370 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 400 $83.7K 0.02% 0 13F-HR Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 394 $82.5K 0.04% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 374 $78K 0.01% 0 13F-HR/A Timeline Abound Wealth Management More: the full row for Abound Wealth Management 367 $76.9K 0.02% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 365 $76.4K 0.07% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 353 $73.9K 0.05% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 352 $73.7K 0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 345 $72.2K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 338 $70.8K 0.01% +1 13F-HR Timeline Group Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 338 $70.8K 0.01% new 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 332 $69.6K 0.05% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 332 $69.5K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 320 $67K 0.02% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 300 $62.8K <0.01% -275 13F-HR Timeline Group BOK Financial Private Wealth, Inc. 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