Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,002 $2.91M -340 Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,989 $2.89M 0.14% -1,200 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,981 $2.89M 0.7% -456 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,968 $2.87M 0.12% +107 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,951 $2.86M 0.03% +38 13F-HR Timeline ENGLISH CAPITAL MANAGEMENT LLC More: the full row for ENGLISH CAPITAL MANAGEMENT LLC 2,949 $2.85M 1.87% 0 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 2,937 $2.84M 0.05% -72 13F-HR Timeline COMGEST GLOBAL INVESTORS S.A.S. in group COMGEST GLOBAL INVESTORS S.A.… More: the full row for COMGEST GLOBAL INVESTORS S.A.S. 2,929 $2.84M 0.05% -2,418 13F-HR Timeline Group EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 2,919 $2.83M 0.01% -35 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,918 $2.82M 0.06% +34 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,887 $2.79M 0.12% -50 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 2,883 $2.79M 0.64% +1,677 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 2,878 $2.79M 0.9% new 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,843 $2.75M 0.39% -29 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,841 $2.75M 0.02% -213 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,839 $2.75M 0.04% +572 13F-HR Timeline Group Baugh & Associates, LLC More: the full row for Baugh & Associates, LLC 3,057 $2.74M 1.36% -9 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,823 $2.73M 0.14% -349 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,821 $2.73M 0.09% +153 13F-HR Timeline Group XY Capital Ltd More: the full row for XY Capital Ltd 2,812 $2.72M 2.27% +2,279 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 2,812 $2.72M 0.08% 0 13F-HR Timeline Group TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 2,796 $2.71M 0.47% +352 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,784 $2.7M 0.18% +51 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 2,773 $2.68M 1.66% -136 13F-HR Timeline INTREPID FAMILY OFFICE LLC More: the full row for INTREPID FAMILY OFFICE LLC 2,750 $2.66M 2.41% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 2,744 $2.66M 0.04% +398 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,731 $2.64M 0.03% +15 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,728 $2.64M 0.15% +100 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,714 $2.63M 0.21% -452 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,709 $2.62M 0.27% +709 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 3,156 $2.62M 0.03% -3,917 13F-HR Timeline Group VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 2,705 $2.62M 0.56% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2,698 $2.61M 0.58% +2 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,685 $2.6M 0.03% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,681 $2.58M 0.16% +491 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,660 $2.57M 0.1% +1,571 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 2,658 $2.57M 1.7% -261 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,630 $2.55M 0.31% -106 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 2,615 $2.53M 0.33% -49 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,612 $2.53M 0.47% -18 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,612 $2.53M 0.06% +180 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,612 $2.53M 0.14% -46 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,607 $2.52M 0.05% -143 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 2,600 $2.52M 0.08% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,596 $2.51M 0.07% +841 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,413 $2.51M 0.14% +205 13F-HR/A Timeline Aperture Investors, LLC More: the full row for Aperture Investors, LLC 2,580 $2.5M 0.35% +770 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 2,572 $2.49M 1.74% +629 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,551 $2.47M 0.15% -174 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 2,545 $2.46M 0.17% -276 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 2,537 $2.46M 0.2% -448 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,500 $2.42M 0.78% +2,365 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 2,487 $2.41M 0.53% new 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 2,472 $2.39M 1.37% +232 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,469 $2.39M 0.17% +74 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 2,465 $2.39M 0.01% 13F-HR Timeline Group Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,453 $2.37M 0.47% -50 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,450 $2.37M 0.06% +109 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,450 $2.37M 0.03% +142 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,444 $2.37M 0.05% +256 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 2,430 $2.35M -1,558 Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,423 $2.35M 0.18% -82 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 2,270 $2.34M 0.43% -884 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,420 $2.34M 0.05% +23 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,414 $2.34M 0.05% -204 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 2,412 $2.34M 0.03% -153 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,412 $2.34M 0.06% -1,571 13F-HR Timeline Group Covenant Partners, LLC More: the full row for Covenant Partners, LLC 2,407 $2.33M 0.66% 0 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 2,400 $2.32M 0.44% +930 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,400 $2.32M 0.14% +248 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,392 $2.32M 0.06% +1,363 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 2,367 $2.29M +5 Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 2,351 $2.28M 0.71% -290 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,184 $2.26M 0.05% +19 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,338 $2.26M 0.62% +94 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,335 $2.26M 0.02% -12 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,317 $2.24M 0.58% +4 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,302 $2.23M 0.5% -8 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,301 $2.23M 0.05% -65 13F-HR Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,285 $2.21M 0.1% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,272 $2.2M 0.02% -410 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 2,258 $2.19M 0.38% +561 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 2,250 $2.18M 0.67% -120 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,243 $2.17M 0.02% +94 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,238 $2.17M 0.03% +23 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,238 $2.17M 0.11% new 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,229 $2.16M 0.25% +728 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,234 $2.16M 0.07% +1,393 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,230 $2.16M 0.05% new 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 2,228 $2.16M +338 Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,197 $2.13M 0.87% 0 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 2,168 $2.1M 0.23% +113 13F-HR Timeline PARNASSUS INVESTMENTS, LLC More: the full row for PARNASSUS INVESTMENTS, LLC 2,142 $2.07M <0.01% +743 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 2,132 $2.06M 1.24% +17 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,131 $2.06M 0.05% +400 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,121 $2.05M 0.07% +170 13F-HR Timeline Group Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,121 $2.05M 0.19% +368 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 2,103 $2.04M 0.16% +462 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,108 $2.04M 0.36% +242 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,107 $2.04M 0.18% +231 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,098 $2.03M 1.04% -50 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,094 $2.03M 0.17% -106 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 2,084 $2.02M 1.11% +320 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,082 $2.02M 0.05% +413 13F-HR/A Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 2,078 $2.01M 0.46% -147 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 2,050 $1.98M 0.52% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $1.95M 1.57% -1,996 13F-HR Timeline Amount filed as zero, left out of ratios. Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,016 $1.95M 0.81% 0 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 2,015 $1.95M 0.26% +871 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 2,008 $1.94M 0.27% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,006 $1.94M 0.27% -59 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,006 $1.94M 0.25% -31 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,803 $1.94M 0.17% +88 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,997 $1.93M 0.07% +186 13F-HR Timeline Group Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,991 $1.93M 0.38% +46 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,818 $1.91M 0.05% +157 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,969 $1.91M 0.76% -59 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,967 $1.9M 0.16% -37 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,960 $1.9M 0.42% +21 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 1,960 $1.9M 0.94% +80 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,956 $1.89M 0.04% +23 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,954 $1.89M 0.21% -158 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,952 $1.89M 0.24% +280 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,718 $1.88M 0.2% +3,432 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 1,931 $1.87M 0.22% +309 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,929 $1.87M 0.52% +1 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 1,927 $1.87M 0.63% +98 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,915 $1.85M 0.14% new 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 1,903 $1.84M 0.5% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,887 $1.83M 0.26% +1,197 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,886 $1.83M 0.21% +32 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,884 $1.82M 0.04% +181 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,869 $1.81M 0.04% +718 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 1,868 $1.81M 1.18% +53 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,693 $1.79M 1.05% +660 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 1,852 $1.79M 0.16% +1,102 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 1,849 $1.79M 0.27% +427 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,848 $1.79M 1.04% -383 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 1,827 $1.77M 0.91% +20 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,822 $1.76M 0.18% -144 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 1,816 $1.76M 0.33% -866 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,805 $1.75M 0.03% -72 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,794 $1.74M 0.12% -8 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 1,764 $1.71M 0.23% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,754 $1.7M 0.25% +16 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 1,741 $1.69M 0.17% -795 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 1,740 $1.68M 0.09% -7,300 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 1,738 $1.68M 1.5% -28 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 1,734 $1.68M 0.78% +51 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,728 $1.67M 0.01% -54 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,724 $1.67M 0.17% -178 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,712 $1.66M 0.15% +1,283 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 1,710 $1.66M 0.78% +460 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,707 $1.65M 0.07% +339 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,705 $1.65M 0.01% -3 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,705 $1.65M 0.47% -40 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,696 $1.64M 0.14% +414 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 1,693 $1.64M 0.82% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,667 $1.61M 0.06% -141 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 1,666 $1.61M 0.15% +350 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 1,523 $1.59M <0.01% -8,629 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 1,637 $1.58M 0.11% +61 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,622 $1.57M 0.48% +557 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,614 $1.56M 0.11% +71 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,601 $1.55M 0.12% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,601 $1.55M 0.04% +642 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,590 $1.54M 0.56% -58 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,579 $1.53M 0.09% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,553 $1.5M 0.04% +245 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,550 $1.5M 0.07% -325 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 1,536 $1.49M 0.78% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,534 $1.49M 0.2% +160 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 1,532 $1.48M 0.54% +5 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 1,531 $1.48M 0.11% -482 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 1,529 $1.48M 0.65% +757 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 1,528 $1.48M 0.74% -40 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 1,527 $1.48M 0.57% +12 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,521 $1.47M 0.08% -344 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,519 $1.47M +242 Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,503 $1.46M 0.52% +218 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,499 $1.45M 0.5% +535 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,499 $1.45M 0.13% +553 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,498 $1.45M 0.06% +578 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,498 $1.45M 1.08% 0 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 1,491 $1.44M 1% +24 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,489 $1.44M 0.11% +239 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 1,487 $1.44M 0.29% -540 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,486 $1.44M 0.03% +33 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,483 $1.44M 0.26% -57 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 1,476 $1.43M 0.59% new 13F-HR Timeline Group Five Oceans Advisors More: the full row for Five Oceans Advisors 1,474 $1.43M 0.53% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,470 $1.42M 0.2% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,469 $1.42M 0.16% +595 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,466 $1.42M 0.05% +71 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,464 $1.42M 0.16% +1 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,453 $1.41M 0.17% +33 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,452 $1.41M 0.03% -142 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,450 $1.4M 0.1% +219 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,448 $1.4M 0.08% -485 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,446 $1.4M 0.18% -245 13F-HR Timeline