Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 747 $478K 0.04% -655 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 747 $477K 0.03% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 743 $475K 0.03% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 741 $473K 0.35% +47 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 738 $471K 0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 816 $471K <0.01% -120 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 737 $471K 0.11% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 904 $469K 0.01% +80 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 734 $469K 0.13% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 783 $468K 0.06% 0 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 730 $466K 0.36% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 727 $464K 0.07% -750 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 727 $464K 0.05% new 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 725 $463K 0.07% -3,073 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 724 $462K 0.2% -126 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 718 $459K 0.39% -430 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 715 $457K 0.88% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 863 $455K 0.03% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 710 $453K 0.13% +120 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 708 $452K 0.14% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 708 $452K <0.01% new 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 708 $452K 0.18% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 702 $448K 0.01% new 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 700 $447K 0.14% -75 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 699 $447K 0.01% -513 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 698 $446K 0.05% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 695 $444K 0.04% -67 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 691 $441K 0.01% +196 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 689 $440K 0.01% -418 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 685 $438K 0.17% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 685 $438K 0.17% new 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 756 $436K 0.01% +25 13F-HR Timeline Group TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 683 $436K 0.06% new 13F-HR/A Timeline Wealthquest Corp More: the full row for Wealthquest Corp 679 $434K 0.03% new 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 679 $434K 0.31% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 675 $431K 0.07% -580 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 675 $431K 0.04% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 674 $430K 0.13% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 660 $422K 0.23% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 660 $422K 0.04% new 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 656 $419K 0.19% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 655 $418K 0.01% new 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 655 $418K 0.14% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 653 $417K 0.13% -27 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 652 $416K 0.03% +621 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 651 $416K 0.22% -2,081 13F-HR Timeline Group Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 650 $415K 0.22% -400 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 649 $414K 0.16% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 648 $414K 0.05% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 642 $410K 0.04% -574 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 641 $409K 0.02% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 641 $409K 0.07% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 640 $409K 0.05% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 636 $406K 0.03% new 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 631 $403K 0.38% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 867 $402K 0.03% new 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 627 $400K 0.23% 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 626 $400K 0.16% new 13F-HR Timeline Jeter Robert S II More: the full row for Jeter Robert S II 686 $400K 0.38% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 625 $399K 0.03% new 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 621 $397K 0.19% new 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 619 $396K 0.1% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 617 $394K 0.12% +14 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 617 $394K 0.02% +54 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 617 $394K 0.08% new 13F-HR/A Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 614 $392K 0.02% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 601 $384K 0.04% new 13F-HR Timeline Oasis Management Co Ltd. in group Oasis Management Co Ltd. More: the full row for Oasis Management Co Ltd. 600 $383K 0.04% new 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 600 $383K 0.07% new 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 600 $383K 0.09% new 13F-HR Timeline Penn Capital Management Company, LLC More: the full row for Penn Capital Management Company, LLC 597 $382K 0.02% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 597 $381K 0.03% new 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 591 $377K 0.06% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 589 $376K 0.02% -900 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 589 $376K 0.01% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 588 $376K 0.03% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 587 $375K 0.02% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 587 $375K 0.04% new 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 586 $374K 0.07% new 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 586 $374K 0.05% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 586 $374K 0.03% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 585 $374K 0.03% -14 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 584 $373K 0.14% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 584 $373K 0.11% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 581 $371K <0.01% -280 13F-HR Timeline Group Range Advisory, LLC More: the full row for Range Advisory, LLC 577 $369K 0.04% new 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 577 $369K 0.25% -173 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 575 $367K 0.04% -1,619 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 574 $367K 0.04% new 13F-HR Timeline Verdad Advisers, LP More: the full row for Verdad Advisers, LP 573 $366K 0.35% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 572 $365K 0.04% new 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 572 $365K 0.09% -177 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 571 $365K 0.03% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 571 $365K 0.03% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 568 $363K <0.01% new 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 568 $363K 0.09% new 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 566 $362K 0.14% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 564 $361K <0.01% new 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 564 $360K 0.37% 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 562 $359K 0.03% new 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 557 $356K 0.11% +117 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 556 $355K 0.12% new 13F-HR Timeline Group VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 554 $354K 0.04% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 553 $353K 0.03% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 553 $353K <0.01% new 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 551 $352K 0.02% -414 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 550 $351K 0.01% +250 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 550 $351K 0.02% new 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 550 $351K 0.04% new 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 550 $351K 0.04% new 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 550 $351K 0.25% -1,700 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 549 $351K 0.07% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 546 $349K <0.01% new 13F-HR Timeline Bell Bank More: the full row for Bell Bank 544 $347K 0.01% new 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 544 $347K 0.17% new 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 539 $344K 0.31% -259 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 538 $344K 0.08% -467 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 535 $342K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 532 $340K <0.01% -52 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 529 $338K 0.02% new 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 527 $337K 0.23% new 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 527 $337K 0.13% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 527 $337K <0.01% new 13F-HR Timeline Group Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 566 $336K 0.18% +75 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 582 $336K 0.11% new 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 526 $336K 0.08% new 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 523 $334K 0.1% new 13F-HR Timeline Turner Financial Group, Inc. More: the full row for Turner Financial Group, Inc. 523 $334K 0.33% 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 519 $331K 0.13% new 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 518 $331K 0.18% new 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 518 $331K 0.04% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 517 $330K 0.1% new 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 516 $330K 0.06% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 514 $328K <0.01% new 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 510 $326K 0.03% new 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 510 $326K 0.15% new 13F-HR Timeline PARUS FINANCE (UK) Ltd More: the full row for PARUS FINANCE (UK) Ltd 509 $325K 0.08% -1,528 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 509 $325K 0.2% new 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 506 $323K 0.13% new 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 506 $323K 0.14% new 13F-HR Timeline UNTITLED INVESTMENTS LP More: the full row for UNTITLED INVESTMENTS LP 505 $323K 0.13% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 505 $323K 0.21% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 504 $322K 0.08% new 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 504 $322K 0.1% -277 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 503 $321K 0.22% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 503 $321K 0.05% new 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 502 $321K 0.05% new 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 502 $321K 0.08% new 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 500 $319K 0.03% new 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 500 $319K 0.03% new 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 500 $319K 0.04% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 500 $319K 0.02% new 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 500 $319K 0.03% new 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 500 $319K 0.27% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 500 $319K 0.05% 0 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 500 $319K 0.27% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 497 $318K 0.01% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 496 $317K 0.04% -955 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 496 $317K 0.07% new 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 493 $315K 0.06% new 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 493 $315K 0.06% -13 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 490 $313K 0.02% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 412 $312K 0.03% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 489 $312K 0.03% new 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 489 $312K 0.06% new 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 489 $312K 0.28% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 487 $311K 0.07% +58 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 486 $310K 0.24% new 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 486 $310K 0.02% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 485 $310K 0.01% new 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 484 $309K 0.01% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 484 $309K 0.02% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 483 $309K 0.03% -294 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 479 $306K 0.03% -301 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 477 $305K 0.08% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 475 $304K 0.01% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 475 $303K 0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 474 $303K 0.01% +408 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 474 $303K 0.03% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 473 $302K 0.04% -1,148 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 471 $301K 0.01% new 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 470 $300K 0.18% new 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 469 $300K 0.06% new 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 468 $299K 0.08% new 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 464 $296K 0.08% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 463 $296K 0.09% -566 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 461 $294K <0.01% -5,251 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 459 $293K 0.01% new 13F-HR Timeline Group Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 459 $293K 0.16% new 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 458 $293K 0.05% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 455 $291K 0.08% -828 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 454 $290K 0.03% new 13F-HR/A Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 457 $288K 0.03% new 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 450 $288K 0.06% new 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 450 $288K 0.1% new 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 450 $287K 0.02% new 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 450 $287K 0.08% new 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 449 $287K 0.03% new 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 449 $287K 0.04% -509 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 448 $286K 0.1% new 13F-HR Timeline