Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 11,326 $1.93M 0.01% -6,695 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 11,244 $1.91M 0.01% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 10,968 $1.87M 0.99% +416 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 10,631 $1.81M 0.01% +6,449 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 10,565 $1.8M <0.01% -44 13F-HR Timeline Group Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 10,172 $1.73M 0.25% -620 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 9,923 $1.69M 0.55% +1,465 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 9,913 $1.69M 1.47% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,777 $1.66M <0.01% -3,291 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 9,681 $1.65M 0.05% -866 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,661 $1.64M 0.03% +166 13F-HR Timeline Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 9,536 $1.62M 0.74% -2,856 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 9,364 $1.59M 1.11% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 9,360 $1.59M 0.02% +7,073 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 9,328 $1.59M 0.95% +163 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 9,221 $1.57M 1.41% +578 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 8,726 $1.48M <0.01% new 13F-HR Timeline Group Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 8,657 $1.47M 0.81% +746 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 8,606 $1.46M <0.01% +6,871 13F-HR Timeline Group Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 8,574 $1.46M 0.36% +160 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 8,486 $1.44M 0.32% -408 13F-HR Timeline American Trust More: the full row for American Trust 8,488 $1.44M 0.11% -3 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 8,923 $1.43M 0.66% -721 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 8,303 $1.41M 0.69% -448 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 8,214 $1.4M 0.01% +304 13F-HR Timeline Group TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 8,211 $1.4M 0.44% +1,888 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 8,170 $1.39M 0.2% +234 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 8,165 $1.39M 0.64% +492 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,087 $1.38M 0.04% +2,487 13F-HR Timeline Group Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 7,975 $1.36M 0.04% +2,917 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,763 $1.32M 0.01% +938 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 7,626 $1.3M 0.66% +34 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 7,470 $1.27M 0.79% +47 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 7,324 $1.25M 0.79% +288 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 7,302 $1.24M 0.39% +360 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 7,227 $1.23M 0.49% +858 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 7,122 $1.21M 0.3% new 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 7,098 $1.21M 0.19% +149 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 6,959 $1.18M 0.18% 0 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 6,924 $1.18M 0.19% +565 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,771 $1.15M 0.05% -859 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 6,764 $1.15M 0.9% +343 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 6,758 $1.15M 0.29% +2,707 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,470 $1.1M 0.05% +4,866 13F-HR Timeline Group MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 6,359 $1.08M 0.08% -291 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 6,240 $1.06M 0.08% -224 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 6,207 $1.06M 0.1% -5,818 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,166 $1.05M 0.06% +10 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,055 $1.03M 0.04% +1,159 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,007 $1.02M <0.01% +729 13F-HR Timeline Group R2 Capital Strategies, LLC More: the full row for R2 Capital Strategies, LLC 5,913 $1.01M 0.46% 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,657 $962K <0.01% +2,760 13F-HR/A Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,624 $957K 0.01% +748 13F-HR Timeline Group Nest Investments, LLC More: the full row for Nest Investments, LLC 5,613 $955K 0.73% +586 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 5,511 $953K 0.24% +365 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,467 $930K 0.03% -323 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 5,394 $918K 0.27% -184 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,323 $906K 0.02% +20 13F-HR Timeline Group Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 5,250 $893K 0.14% +89 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,181 $881K 0.02% +953 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 5,113 $870K 0.36% -50 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 5,070 $863K 0.35% +600 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 4,920 $837K 0.48% 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 4,910 $835K 0.41% +921 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,803 $817K <0.01% -80 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,781 $813K <0.01% +1,106 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 4,637 $789K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,621 $786K 0.06% +2,175 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 4,610 $784K 0.38% +735 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,445 $756K 0.08% -1,153 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 4,228 $719K 0.13% +46 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 4,098 $697K 0.33% -1,114 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 4,020 $684K 0.04% +60 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 4,011 $682K 0.29% +1,198 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 4,006 $681K 0.17% -529 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,891 $662K 0.03% +1,751 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 3,854 $656K 0.18% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,818 $650K 0.02% -318 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,797 $646K 0.02% +191 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 3,764 $640K 0.15% +73 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,675 $625K 0.12% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 3,590 $611K 0.16% +1,292 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,486 $593K 0.07% -1,192 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,479 $592K 0.01% +480 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,427 $583K <0.01% -3,827 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,416 $581K 0.02% +1,052 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,395 $578K 0.05% +221 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,359 $572K 0.07% -157 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,355 $571K 0.03% -424 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,341 $568K 0.09% +241 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 3,298 $561K 0.37% +4 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,366 $559K 0.03% -350 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 3,280 $558K 0.38% +1,497 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 3,264 $555K 0.4% +49 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,253 $553K 0.02% +159 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,244 $552K 0.01% +1,236 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,162 $538K 0.01% -44,314 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,136 $534K 0.19% +613 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 3,119 $531K 0.12% +200 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,092 $526K 0.35% -509 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,047 $518K 0.02% +372 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,027 $515K 0.01% 0 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,993 $509K 0.35% +300 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,423 $496K 0.01% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,874 $489K <0.01% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,874 $489K <0.01% -715 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,827 $481K 0.02% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,746 $467K <0.01% +1,346 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 2,709 $461K 0.29% -1,192 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 2,663 $453K 0.41% +337 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,591 $441K <0.01% -203 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,677 $432K 0.19% +244 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 2,710 $426K 0.14% -24 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 2,491 $424K 0.05% 0 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 2,475 $421K 0.35% 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 2,456 $418K 0.15% -20 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,377 $404K 0.3% -328 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 2,314 $394K 0.04% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,297 $391K 0.21% new 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 2,273 $387K 0.05% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,232 $380K 0.17% new 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 2,217 $377K 0.22% +8 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,209 $376K <0.01% +35 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,196 $374K 0.01% +35 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,192 $373K <0.01% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,184 $372K 0.02% -2,294 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,173 $370K 0.05% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,170 $369K <0.01% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 2,125 $361K 0.04% -5 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,030 $345K 0.01% +1 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,025 $345K <0.01% +712 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,992 $339K 0.02% -12 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,945 $331K 0.04% +229 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 1,883 $320K 0.03% -71 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,864 $317K <0.01% -558 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,854 $315K <0.01% new 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,840 $313K 0.08% +90 13F-HR Timeline ALPHA CAPITAL ADVISORS INC /ADV More: the full row for ALPHA CAPITAL ADVISORS INC /ADV 1,824 $310K 0.27% -386 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,822 $310K 0.02% +101 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,818 $309K 0.03% +69 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 1,813 $308K 0.05% +2 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 1,800 $306K 0.14% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,789 $304K 0.02% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,783 $303K 0.01% new 13F-HR Timeline Group APS Management Group, Inc. More: the full row for APS Management Group, Inc. 1,775 $302K 0.23% +255 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,753 $298K 0.06% 0 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 1,742 $296K 0.06% -190 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,730 $294K 0.05% -151 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,783 $294K 0.01% new 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,726 $294K 0.01% -2,240 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,722 $293K 0.01% +17 13F-HR Timeline Group Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,717 $292K 0.06% -36 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 1,700 $289K 0.08% -700 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,694 $288K <0.01% new 13F-HR Timeline Group Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 1,686 $287K 0.28% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,657 $282K 0.01% new 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,627 $277K 0.04% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,602 $273K <0.01% -23 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,600 $272K <0.01% 0 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,598 $272K 0.05% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,589 $270K <0.01% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 1,575 $268K <0.01% new 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 1,565 $266K 0.25% 0 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 1,660 $259K 0.03% 0 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 1,508 $257K <0.01% +84 13F-HR Timeline Group One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,504 $256K 0.06% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,497 $255K 0.01% -37 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,471 $250K <0.01% +1 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 1,466 $249K 0.21% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,441 $245K 0.01% +2 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,433 $244K <0.01% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,420 $242K <0.01% 0 13F-HR Timeline Group INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 1,419 $241K 0.12% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,408 $240K 0.02% new 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 1,392 $237K <0.01% new 13F-HR Timeline Group MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 1,386 $236K 0.09% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,384 $236K 0.12% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,383 $235K <0.01% -2,508 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,436 $234K 0.08% -25 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,351 $230K 0.03% -122 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 2,000 $228K 0.23% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,328 $226K <0.01% new 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 1,321 $225K 0.12% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,321 $225K 0.12% -99 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,300 $221K 0.03% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,298 $221K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,313 $220K 0.01% 0 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 1,273 $217K 0.17% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,267 $216K <0.01% -5,913 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 1,247 $212K 0.08% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,234 $210K 0.04% +1,224 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 1,221 $208K 0.12% -6,858 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,213 $206K 0.02% new 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 1,212 $206K 0.03% new 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,200 $204K 0.01% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,200 $204K 0.02% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,187 $202K 0.04% new 13F-HR/A Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,184 $201K 0.01% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,089 $185K 0.06% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,087 $185K 0.01% 0 13F-HR Timeline Group