AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,854 $661K <0.01% -2,997 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,844 $660K 0.03% +149 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 6,838 $660K 0.24% -216 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 6,831 $659K 0.55% +26 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,750 $651K <0.01% +1,678 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,741 $650K 0.06% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,714 $648K 0.06% +3,577 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,706 $647K 0.03% +3,976 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 6,686 $645K 0.21% -329 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 6,650 $641K 0.13% +285 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 6,644 $641K 0.16% +19 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 6,625 $639K 0.26% 0 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 6,571 $636K 0.08% -1,607 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,588 $635K 0.02% +1,297 13F-HR Timeline Busey Bank More: the full row for Busey Bank 6,582 $635K 0.02% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 6,550 $632K 0.17% +1,070 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,547 $631K 0.01% -441 13F-HR Timeline Group MKT Advisors LLC More: the full row for MKT Advisors LLC 7,166 $626K 0.29% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,469 $624K <0.01% -33 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,367 $614K 0.03% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 6,350 $612K 0.23% -360 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 6,350 $612K 0.17% -400 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 6,344 $612K 0.05% +1,990 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 6,320 $610K 0.07% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 6,270 $605K <0.01% -481 13F-HR Timeline Group Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 6,266 $604K 0.35% -98 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 6,237 $602K 0.06% +2,665 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 6,220 $600K 0.03% +144 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,085 $587K 0.03% -1,383 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,036 $582K 0.03% +1,578 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 6,030 $582K 0.11% -112 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 6,022 $581K 0.13% new 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 5,991 $578K <0.01% -1,589 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,958 $575K 0.02% -1,035 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 5,861 $565K 0.36% +1,881 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,831 $562K 0.03% +1,090 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 5,821 $561K 0.02% new 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 5,773 $557K 0.06% 0 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 5,747 $554K 0.27% -390 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5,739 $554K 0.16% +213 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,691 $549K <0.01% +280 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 5,659 $546K 0.05% 0 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 5,783 $542K 0.29% +1,493 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 5,604 $541K 0.26% -5,297 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 5,594 $540K 0.1% -2 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 5,583 $538K 0.14% -16 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 5,565 $537K 0.27% +77 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 5,555 $536K 0.16% +227 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,485 $529K 0.06% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 5,431 $524K 0.09% +8 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 5,369 $518K <0.01% +199 13F-HR Timeline Group Grassi Investment Management More: the full row for Grassi Investment Management 5,356 $517K 0.05% +100 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 5,357 $516K 0.24% -183 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,349 $516K 0.07% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 5,395 $515K 0.07% -2,932 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,321 $513K 0.02% +354 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 5,290 $510K 0.22% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 5,359 $508K 0.23% -2,265 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 5,251 $506K 0.08% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 5,248 $506K 0.04% -185 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,244 $506K 0.02% -1,255 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 5,227 $504K 0.29% +1,820 13F-HR Timeline Client First Investment Management LLC More: the full row for Client First Investment Management LLC 5,216 $503K 0.34% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,177 $499K 0.01% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 5,163 $498K 0.16% 0 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 5,152 $497K 0.39% +639 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 5,125 $494K 0.04% -263 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 5,122 $494K 0.27% +445 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 5,109 $493K 0.02% -144 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 5,101 $492K 0.05% -110 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,089 $491K 0.01% -44,296 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,088 $491K 0.04% -145 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 5,070 $489K 0.28% +1 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 5,024 $485K 0.07% new 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 5,003 $483K <0.01% new 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 5,000 $482K 0.12% 0 13F-HR Timeline Group Sather Financial Group Inc More: the full row for Sather Financial Group Inc 5,000 $482K 0.03% 0 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 4,982 $481K 0.22% -476 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,955 $478K 0.02% +2,260 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,919 $474K 0.04% -121 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 4,915 $474K 0.29% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,913 $474K 0.07% -253 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,912 $474K 0.19% -4,757 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 4,880 $471K 0.2% new 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 4,857 $468K 0.01% -45 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 4,854 $468K 0.05% new 13F-HR Timeline Group Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 4,844 $467K 0.45% -1,152 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,815 $464K 0.07% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,802 $463K <0.01% +1,310 13F-HR Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 4,787 $462K 0.06% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,772 $460K 0.03% +100 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,758 $459K 0.01% +267 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 4,750 $458K 0.04% +2,500 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 4,722 $455K 0.16% +1,384 13F-HR Timeline ACUTE INVESTMENT ADVISORY, LLC More: the full row for ACUTE INVESTMENT ADVISORY, LLC 4,718 $455K 2.29% -18,708 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 4,689 $452K 0.09% +166 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 4,686 $452K 0.02% 0 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,666 $450K 0.05% -2,802 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 4,640 $448K 0.08% 0 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 4,638 $447K 0.13% +197 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,634 $447K 0.04% -83 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,608 $444K 0.04% +84 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 4,589 $443K 0.14% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,589 $443K 0.02% +213 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,511 $435K 0.01% -459 13F-HR Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,510 $435K 0.09% +326 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,477 $432K 0.07% 0 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 4,440 $428K 0.17% 0 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 4,392 $424K 0.39% -82 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,346 $419K 0.01% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 4,341 $419K 0.04% +1,082 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 4,315 $416K 0.25% -100 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,242 $409K 0.01% +355 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 4,208 $406K 0.07% -13 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,208 $406K 0.01% -62 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 4,200 $405K 0.02% -191 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 4,256 $402K 0.16% -573 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 4,156 $401K 0.28% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,110 $396K 0.01% +300 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,096 $395K 0.01% +836 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 4,093 $395K 0.09% +64 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,075 $393K 0.04% -290 13F-HR/A Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 4,051 $391K 0.4% +10 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 4,035 $389K 0.14% +166 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 4,017 $387K 0.04% -1,775 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,011 $387K 0.01% -33 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 4,000 $386K 0.1% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 3,976 $383K 0.04% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 3,979 $381K 0.02% -3,001 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 3,916 $378K 0.39% -244 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 3,911 $377K 0.36% +715 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 3,905 $377K 0.1% -210 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,890 $375K 0.01% +1,310 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,869 $373K 0.02% -63,919 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 3,852 $372K 0.06% +675 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 3,835 $370K 0.27% new 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 3,813 $368K 0.13% 0 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 3,800 $367K 0.25% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,776 $364K 0.04% -956 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 3,773 $364K 0.11% -29 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 3,770 $364K 0.1% 0 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 3,755 $362K 0.22% -4,028 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,749 $362K 0.04% +877 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 3,735 $360K 0.04% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,709 $358K 0.01% +239 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,697 $357K 0.02% 0 13F-HR Timeline Group JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 3,688 $356K 0.14% +293 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 3,665 $353K 0.25% 0 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 3,659 $353K 0.02% -202 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,608 $348K 0.01% -17 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,598 $347K 0.01% -11,303 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,582 $345K 0.01% 0 13F-HR Timeline Group Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 3,551 $342K 0.06% 0 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 3,546 $342K 0.02% -13,690 13F-HR Timeline United Bank More: the full row for United Bank 3,510 $339K 0.14% -287 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 3,505 $338K 0.04% new 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 3,500 $338K 0.1% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 3,498 $337K 0.09% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,487 $336K 0.02% -1,197 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 3,475 $335K 0.03% -191,196 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,459 $334K 0.08% -4,835 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 3,418 $330K 0.38% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 3,409 $329K 0.2% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,406 $329K 0.02% +355 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,382 $326K 0.08% +297 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,372 $325K 0.08% +1,073 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 3,350 $323K 0.15% new 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 3,334 $322K <0.01% -42,956 13F-HR Timeline Group Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 3,326 $321K 0.1% new 13F-HR/A Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,309 $319K 0.03% +771 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 3,297 $318K <0.01% +323 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 3,295 $318K 0.29% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,285 $317K 0.02% +88 13F-HR Timeline Group Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 3,261 $315K 0.14% new 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,261 $315K 0.21% -2,804 13F-HR Timeline Provident Co of the Employees of the He… More: the full row for Provident Co of the Employees of the Hebrew University LTD 3,254 $314K 0.36% -2,711 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,248 $313K 0.07% -24 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 3,245 $313K 0.06% 0 13F-HR Timeline Group Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 3,220 $311K 0.23% -21 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,215 $310K 0.06% -283 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,155 $304K <0.01% +2,428 13F-HR Timeline Group Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 3,135 $302K 0.18% -72 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,123 $301K 0.12% new 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 3,115 $300K 0.03% +485 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 3,109 $300K 0.29% -597 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 3,108 $300K 0.06% 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 3,104 $299K 0.1% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,096 $299K 0.3% -71 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. 3,083 $297K <0.01% new 13F-HR Timeline Group Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 3,075 $297K 0.15% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 3,074 $296K 0.1% +8 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 3,256 $294K 0.03% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,044 $294K 0.07% new 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 3,033 $293K <0.01% -30,845 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,014 $291K 0.01% new 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 2,988 $288K 0.05% +263 13F-HR/A Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 2,957 $285K 0.26% +102 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,952 $285K 0.21% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,925 $282K 0.1% -98 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,910 $281K 0.03% -1,279 13F-HR/A Timeline