Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 3,000 $407K 0.24% 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,984 $405K 0.03% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,983 $405K <0.01% new 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,980 $404K 0.02% +333 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 2,980 $404K 0.49% -149 13F-HR/A Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 2,965 $402K 0.6% 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,948 $400K 0.03% +242 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,941 $399K 0.08% 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,924 $397K 0.05% -282 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,908 $395K 0.04% +12 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 2,902 $394K 0.25% +646 13F-HR/A Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,892 $393K 0.02% +940 13F-HR Timeline Group ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 2,892 $393K 0.17% -237 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 2,850 $387K 0.04% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,840 $385K 0.03% +57 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 2,837 $385K 0.04% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,801 $380K 0.01% new 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,800 $380K 0.05% +54 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,791 $379K <0.01% +600 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,742 $375K 0.01% -40 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,745 $373K <0.01% new 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 2,717 $369K 0.36% 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,698 $366K 0.04% 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,692 $365K 0.12% +89 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,677 $363K 0.01% 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,650 $360K 0.11% +500 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,649 $360K 0.05% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 2,630 $357K 0.19% new 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 2,600 $353K 0.3% 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,596 $352K 0.11% +787 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,593 $352K 0.01% -610 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 2,588 $351K 0.13% +7 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,579 $350K 0.16% -91 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,566 $348K 0.05% +660 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 2,548 $346K 0.41% 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,538 $344K 0.02% +798 13F-HR/A Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 2,536 $344K 0.19% +117 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,533 $344K 0.02% +617 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,529 $343K 0.01% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,508 $340K <0.01% +169 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,504 $340K 0.01% 0 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 2,492 $338K 0.02% +255 13F-HR Timeline STF Management LP More: the full row for STF Management LP 2,477 $336K 0.32% -4,033 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,474 $336K 0.06% +277 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 2,451 $333K 0.33% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,439 $331K 0.05% +449 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,429 $330K 0.02% -1,188 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,681 $326K 0.05% -629 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,385 $324K 0.04% new 13F-HR Timeline Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 2,365 $321K 0.01% -23,845 13F-HR Timeline Group Congress Park Capital LLC More: the full row for Congress Park Capital LLC 2,348 $319K 0.1% +212 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,343 $318K 0.01% -133 13F-HR Timeline Group Vest Financial, LLC More: the full row for Vest Financial, LLC 2,311 $314K <0.01% +426 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 2,294 $311K 0.07% +97 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,678 $311K 0.13% +487 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 2,284 $310K 0.1% 0 13F-HR Timeline PATHWAY CAPITAL MANAGEMENT, LP More: the full row for PATHWAY CAPITAL MANAGEMENT, LP 2,281 $310K 3.97% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,274 $309K <0.01% -1,344 13F-HR Timeline Group ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,259 $307K 0.02% new 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 2,255 $306K 0.17% +200 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,244 $305K 0.01% +4 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,243 $304K 0.17% -3 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 2,220 $301K 0.02% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,216 $301K 0.01% +153 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,215 $301K <0.01% +1,342 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 2,200 $299K 0.21% new 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 2,197 $298K 0.02% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,175 $295K <0.01% -1,340 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 2,167 $294K 0.31% -2,668 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,158 $293K <0.01% +21 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,152 $292K 0.01% -107 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,151 $292K 0.01% +197 13F-HR Timeline Group Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 2,143 $291K 0.22% +291 13F-HR Timeline 9823 Capital, L.P. More: the full row for 9823 Capital, L.P. 2,106 $286K 0.2% 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,091 $284K 0.05% +14 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,077 $282K 0.02% -149 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,074 $281K 0.01% -18 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,062 $280K <0.01% +1,093 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,062 $280K <0.01% -288 13F-HR Timeline Group MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 2,028 $275K 0.19% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,022 $274K 0.05% -34 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,000 $271K 0.03% -263 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 1,981 $269K 0.13% 13F-HR/A Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,950 $265K 0.06% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,950 $265K 0.19% -545 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 1,948 $264K 0.05% 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 1,944 $264K 0.13% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,942 $264K 0.06% -322 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,941 $263K 0.09% -391 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,939 $263K 0.01% -160 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,925 $261K 0.13% +18 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,920 $261K 0.02% new 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 1,910 $259K 0.15% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,899 $258K <0.01% 0 13F-HR Timeline Group ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 1,895 $257K 0.07% -132 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,886 $256K 0.02% +215 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,874 $254K 0.03% +77 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,873 $254K 0.07% 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 1,869 $254K 0.02% -102 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,869 $254K 0.01% -10,097 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,867 $253K 0.01% new 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,866 $253K 0.1% -1,640 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,865 $253K 0.01% +162 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,857 $252K 0.05% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,849 $251K 0.05% +18 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 2,082 $251K 0.15% +193 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,836 $249K 0.06% -3,046 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,821 $247K <0.01% -101 13F-HR Timeline Group WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,806 $245K 0.05% 0 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 1,805 $245K 0.09% 0 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,802 $245K 0.06% -4,143 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 1,800 $244K 0.01% new 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 1,798 $244K 0.06% +120 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,794 $243K 0.01% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,794 $243K 0.01% -78 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,793 $243K <0.01% -1,264 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,759 $239K <0.01% -498 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,743 $239K 0.02% 0 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 1,752 $238K 0.06% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,749 $237K 0.04% -500 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 1,746 $237K 0.01% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,744 $237K 0.09% -600 13F-HR Timeline Group Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 1,739 $236K 0.13% 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,728 $235K <0.01% new 13F-HR/A Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,717 $233K 0.06% +48 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,715 $233K 0.01% 0 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,713 $232K 0.02% -1 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,712 $232K 0.03% -4 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,700 $231K 0.07% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,687 $229K <0.01% -545 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,683 $228K 0.01% -2,822 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,675 $227K 0.06% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,674 $227K 0.02% -61 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,676 $227K <0.01% -829 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,645 $223K 0.04% -330 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 1,640 $223K 0.02% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,632 $221K 0.01% new 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,622 $220K 0.17% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,619 $220K <0.01% -39 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,705 $219K 0.02% -86 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,599 $217K 0.56% -13,779 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 1,598 $217K 0.13% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,597 $217K 0.01% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,591 $216K 0.09% new 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 1,574 $214K 0.57% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,574 $214K 0.01% -330 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,568 $213K 0.12% -120 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,561 $212K 0.02% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,557 $211K 0.05% new 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 1,554 $211K 0.06% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,540 $209K 0.1% new 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,538 $209K 0.01% new 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,534 $208K 0.2% 0 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 1,499 $208K 0.12% 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,531 $208K 0.01% -3,626 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,530 $208K <0.01% new 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,530 $208K 0.07% new 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,526 $207K 0.07% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,522 $207K 0.01% +115 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,504 $206K <0.01% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,515 $206K 0.03% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,515 $206K 0.01% -1,123 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,514 $205K 0.06% +357 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,505 $204K 0.03% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,457 $198K 0.02% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,398 $190K 0.12% 0 13F-HR Timeline HERSHEY TRUST CO More: the full row for HERSHEY TRUST CO 1,374 $186K <0.01% -5,885 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,370 $186K 0.03% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,306 $177K 0.01% +46 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,348 $177K 0.06% +1,037 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,279 $174K 0.03% +1,138 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,278 $173K +100 Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,250 $170K 0.08% 0 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,234 $167K 0.1% +71 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,194 $162K 0.06% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,193 $162K 0.07% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 1,149 $156K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,142 $155K 0.08% +205 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,138 $154K <0.01% -156 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,134 $154K 0.05% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,109 $151K 0.06% -2,020 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,074 $146K 0.05% -25 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,070 $145K 0.04% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,036 $141K 0.02% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,035 $140K 0.03% +39 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,026 $139K 0.09% -22 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,000 $133K <0.01% -179 13F-HR/A Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 917 $124K 0.07% +60 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 910 $124K 0.17% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 802 $109K 0.01% +410 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 788 $107K 0.04% -355 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 788 $107K 0.14% -27 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 787 $107K <0.01% +78 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 779 $106K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 765 $104K 0.09% +3 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 749 $102K 0.06% -397 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 729 $98.9K 0.05% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 721 $97.9K 0.01% -100 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 693 $94.1K 0.07% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 696 $94K <0.01% -40 13F-HR/A Timeline Group