Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,806 $574K 0.1% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,799 $571K 0.02% -91 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,793 $570K 0.01% -69 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,782 $566K 0.51% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,776 $564K 0.01% +343 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,759 $559K 0.01% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,754 $557K <0.01% -36 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,739 $552K 0.01% +295 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,730 $550K 0.06% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,712 $549K 0.06% -6 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,725 $548K 0.08% +98 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,715 $545K 0.02% +6 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,714 $544K 0.01% +672 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 1,712 $544K 0.23% new 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,701 $540K 0.01% +384 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,700 $540K 0.34% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,697 $539K 0.07% -130 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,696 $539K 0.05% -77 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,686 $536K 0.05% 0 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 1,684 $535K 0.08% +926 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,682 $534K 0.01% +196 13F-HR Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,676 $532K 0.25% -26 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,674 $532K 0.04% 0 13F-HR Timeline DC Investments Management, LLC More: the full row for DC Investments Management, LLC 1,671 $531K 0.22% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,665 $529K 0.1% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,661 $528K 0.04% +80 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,657 $526K 0.08% -985 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 1,656 $526K -306 Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,651 $524K <0.01% -173 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 1,628 $517K 0.44% -986 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,625 $516K 0.02% +141 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,602 $509K 0.03% -2 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,591 $505K 0.01% -531 13F-HR/A Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,589 $505K 0.07% new 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 1,579 $502K 0.37% 0 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,577 $501K 0.16% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,570 $499K 0.04% +110 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 1,568 $498K 0.47% -32 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 1,658 $495K 0.26% +58 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 1,558 $495K 0.14% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,554 $494K 0.01% new 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,552 $493K 0.03% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,537 $488K 0.01% -179 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,532 $487K 0.01% -21 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,528 $485K 0.27% -272 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,567 $485K <0.01% -6,288 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,525 $484K 0.07% -1 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,525 $484K 0.11% -10 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,521 $483K <0.01% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,512 $480K 0.07% -72 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,507 $479K 0.01% +3 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,650 $477K 0.03% +83 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,485 $472K 0.27% +3 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,484 $471K 0.2% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,484 $471K 0.03% -257 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,482 $470K 0.01% -450 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,477 $469K 0.01% +68 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,472 $468K 0.1% +373 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 1,461 $464K -155 Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,455 $462K 0.02% -355 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,445 $459K 0.02% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,441 $458K 0.08% -474 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 1,432 $455K 0.22% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,431 $455K 0.14% -14 13F-HR Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,429 $454K 0.34% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,429 $454K 0.01% -249 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,465 $454K 0.36% -96 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 1,421 $451K 0.22% new 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 1,420 $451K 0.04% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,404 $446K 0.06% +16 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 1,400 $445K 0.2% 0 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 1,400 $445K 0.03% -1,688 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,400 $445K 0.33% -431,998 13F-HR/A Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,394 $443K 0.05% -48 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,388 $441K 0.17% -127 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,375 $437K 0.02% -287 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,372 $436K 0.08% -22 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 1,369 $435K 0.53% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,368 $435K 0.04% +52 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,367 $434K 0.07% +179 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,360 $432K 0.13% -857 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,359 $432K 0.14% -86 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,355 $430K 0.01% +83 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,345 $429K 0.01% +91 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,350 $429K 0.2% 0 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 1,344 $427K 0.01% +8 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 1,343 $427K 0.81% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,365 $423K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,329 $422K 0.02% -214 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,317 $418K <0.01% -402 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,314 $417K 0.01% 0 13F-HR Timeline Group Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 1,314 $417K <0.01% +19 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,313 $417K 0.01% +344 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 1,313 $417K 0.34% -25 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,309 $416K <0.01% +161 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,302 $414K 0.03% +49 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 1,302 $414K <0.01% -97 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,300 $413K 0.3% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,280 $407K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. TRUST POINT INC. More: the full row for TRUST POINT INC. 1,280 $407K 0.03% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,267 $402K <0.01% +185 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,266 $402K 0.1% -331 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,264 $402K 0.05% -12 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 1,262 $401K 0.16% -337 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,260 $400K 0.09% +80 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 1,259 $400K 0.11% +3 13F-HR/A Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 1,259 $400K 0.05% +120 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,255 $399K <0.01% -43 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,251 $398K 0.12% -103 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,250 $397K 0.07% 0 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,248 $396K <0.01% -175 13F-HR Timeline Group SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,246 $396K 0.18% -1,543 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,245 $395K 0.06% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,239 $394K 0.19% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,237 $393K 0.02% +19 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,233 $392K 0.13% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,229 $390K 0.06% +421 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,229 $390K 0.03% -132 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,228 $390K 0.13% +25 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,220 $388K <0.01% -208 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,210 $384K 0.17% +139 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 1,225 $383K 0.01% +607 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,204 $383K <0.01% +136 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,204 $382K 0.09% -153 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,200 $381K 0.09% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,184 $375K <0.01% -761 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,168 $371K 0.04% +38 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 1,168 $371K 0.15% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,167 $371K 0.16% +363 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,155 $367K <0.01% +25 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,154 $367K 0.01% +29 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,152 $366K 0.01% -197 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,150 $365K 0.05% +428 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 1,144 $363K 0.06% 0 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 1,142 $363K 0.13% -3 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 1,141 $362K 0.1% -10,749 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,140 $362K 0.09% new 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,136 $361K 0.02% +165 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,144 $359K 0.01% +22 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,130 $359K 0.06% +166 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,126 $358K 0.05% -172 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,125 $357K <0.01% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,124 $357K 0.14% +97 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,122 $356K 0.26% -1 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,114 $354K 0.02% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,103 $350K 0.01% -625 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,135 $350K 0.05% new 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 1,099 $349K 0.08% +99 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,122 $348K 0.01% -137 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,094 $348K 0.01% -19 13F-HR Timeline Group ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 1,090 $346K 0.09% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,087 $345K 0.01% -75 13F-HR Timeline Group Manuka Financial, LLC More: the full row for Manuka Financial, LLC 1,077 $342K 0.21% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,072 $340K 0.02% +412 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,061 $337K <0.01% +100 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,055 $335K 0.03% +106 13F-HR Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 1,047 $333K 0.02% new 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 1,044 $332K 0.23% -3,881 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,043 $331K 0.05% +82 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,041 $331K 0.13% -35 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,036 $329K 0.12% -3 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,032 $328K 0.06% -20 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,029 $327K 0.02% +52 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,025 $326K 0.02% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,023 $325K 0.04% +37 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,021 $324K 0.11% +216 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,020 $324K 0.02% +27 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,018 $323K 0.04% +50 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,067 $322K 0.19% +107 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,009 $321K 0.13% +13 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,007 $320K 0.1% 0 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,005 $319K 0.02% -106 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,004 $319K 0.04% -402 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,002 $318K 0.01% -565 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 1,000 $318K 0.01% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,031 $317K 0.02% +44 13F-HR/A Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 995 $316K 0.02% +122 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 994 $316K 0.03% +208 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 991 $315K 0.18% -125 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 989 $314K 0.06% -18 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 990 $314K 0.04% -700 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 984 $313K <0.01% -100 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 984 $312K 0.06% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 979 $311K 0.01% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 979 $311K 0.02% -262 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 976 $310K 0.05% +105 13F-HR/A Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 973 $309K 0.11% -1 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 970 $308K 0.02% 0 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 970 $308K 0.27% +27 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 951 $306K 0.01% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 949 $301K <0.01% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 945 $300K 0.04% -555 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 978 $300K 0.04% new 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 937 $298K <0.01% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 937 $298K 0.02% +8 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 932 $296K 0.03% -445 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 931 $296K 0.1% new 13F-HR Timeline Blue Door Asset Management, LLC More: the full row for Blue Door Asset Management, LLC 930 $295K 0.17% new 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 921 $293K 0.2% +25 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 919 $292K 0.11% 0 13F-HR Timeline