AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,161 $370K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,077 $362K <0.01% -1,176 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,014 $357K 0.01% -34 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 3,986 $354K <0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,964 $352K <0.01% +145 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,947 $351K <0.01% +1,479 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 3,908 $347K 0.07% +28 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 3,875 $344K 0.01% +3,633 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,867 $344K 0.01% +783 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,848 $342K 0.03% +1,000 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,834 $341K <0.01% +11 13F-HR Timeline Group Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 3,825 $340K 0.11% +250 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,824 $340K <0.01% new 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,810 $339K 0.02% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,804 $338K 0.01% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 3,803 $338K 0.08% new 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 3,714 $330K 0.06% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,669 $326K 0.01% +745 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 3,640 $323K 0.01% new 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 3,637 $323K 0.04% -6,778 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 3,616 $321K <0.01% new 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,566 $317K 0.02% +20 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 3,641 $317K <0.01% +209 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,532 $314K <0.01% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,509 $312K 0.01% new 13F-HR Timeline Group INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 3,500 $311K <0.01% new 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 3,499 $311K 0.26% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,497 $311K 0.07% -13,273 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,481 $309K 0.02% +220 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,467 $308K 0.05% -627 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 3,412 $303K <0.01% new 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,411 $303K 0.01% -47 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,394 $302K 0.02% +398 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 3,376 $300K 0.26% -238 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,363 $299K 0.01% -49 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 3,361 $299K 0.02% +910 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 3,337 $297K +383 Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,319 $295K 0.01% +1,843 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 3,300 $293K 0.19% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 3,299 $293K 0.24% new 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 3,298 $293K <0.01% +751 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 3,294 $293K <0.01% new 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 3,285 $292K 0.16% new 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 3,280 $291K 0.11% +220 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,278 $291K <0.01% +1,036 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 3,251 $289K <0.01% -161,417 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,352 $289K 0.01% -5,110 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 3,245 $288K 0.1% +260 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,126 $278K <0.01% new 13F-HR/A Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,123 $278K 0.01% -2,862 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,105 $276K 0.03% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,102 $276K 0.05% +2,102 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 3,084 $274K 0.08% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,067 $273K 0.01% new 13F-HR Timeline Group FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,044 $270K 0.05% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,033 $270K 0.02% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,996 $266K <0.01% -267 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 2,968 $264K 0.1% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,966 $264K 0.01% new 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 2,918 $259K 0.02% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,916 $259K 0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,920 $259K 0.03% +300 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,876 $256K <0.01% new 13F-HR/A Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,875 $255K 0.02% new 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 2,871 $255K 0.17% +406 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,804 $249K <0.01% -794 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,760 $245K 0.05% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,713 $241K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,704 $240K 0.01% +313 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,675 $238K 0.02% new 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 2,666 $237K 0.33% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,631 $234K 0.01% new 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 2,600 $231K <0.01% new 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,600 $231K 0.02% +1,008 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,582 $229K <0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,575 $229K <0.01% new 13F-HR Timeline ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,574 $229K <0.01% new 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,550 $227K 0.03% new 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 2,550 $227K 0.04% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,526 $224K 0.01% +1,229 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,524 $224K <0.01% -1,141 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,506 $223K <0.01% +1,066 13F-HR Timeline Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 2,500 $222K 0.14% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,483 $221K 0.09% +6 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 2,473 $220K 0.03% new 13F-HR/A Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,455 $218K 0.01% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,454 $218K 0.03% new 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,430 $216K 0.02% -208 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 2,425 $215K 0.11% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,416 $215K <0.01% -889 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 2,409 $214K 0.14% new 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 2,399 $213K 0.13% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,363 $210K <0.01% new 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 2,355 $209K 0.16% new 13F-HR Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 2,350 $209K +1,850 Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,310 $205K <0.01% new 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,290 $204K <0.01% -239 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,271 $202K 0.02% -2,773 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,268 $202K 0.02% new 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 2,267 $201K 0.02% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,207 $196K 0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,177 $193K <0.01% -2,179 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,040 $181K 0.01% +616 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,039 $181K <0.01% +57 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,020 $179K <0.01% -20 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,000 $172K 0.01% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,934 $172K <0.01% +476 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,932 $172K 0.06% +850 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,911 $170K <0.01% +874 13F-HR Timeline Group Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 1,875 $167K 0.13% +1,675 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,880 $166K 0.02% new 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,868 $166K 0.01% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 1,783 $158K 0.03% 13F-HR Timeline Group Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,675 $149K 0.05% -325 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,600 $142K 0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,574 $140K 0.03% new 13F-HR/A Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,561 $137K <0.01% -336 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,537 $137K <0.01% -40 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,500 $133K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,484 $132K <0.01% +787 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,376 $122K <0.01% +655 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 1,372 $122K <0.01% +1,077 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,404 $121K <0.01% +188 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,320 $112K 0.13% +1,000 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,243 $110K 0.03% +181 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,190 $106K <0.01% +691 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,153 $102K <0.01% -13,673 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,134 $101K 0.02% +658 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1,105 $98.2K 0.02% +195 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,065 $94.6K <0.01% -17 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 1,058 $94K 0.07% +1,000 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,039 $92.3K 0.02% +39 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 1,000 $89K 0.07% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,000 $88.9K 0.05% +255 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,000 $88.9K 0.02% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,000 $88.9K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 990 $88K 0.03% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 950 $84.4K 0.01% -106 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 878 $78K 0.05% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 770 $68.4K <0.01% -10 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 750 $67K 0.02% -150 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 736 $65.4K <0.01% +422 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 734 $65.2K 0.01% -51 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 717 $63.7K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 700 $62.2K <0.01% +50 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 667 $59.3K 0.01% +650 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 643 $57.1K 0.01% +301 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 604 $53.7K <0.01% +95 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 579 $51.5K 0.01% -481 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 566 $50.3K <0.01% +406 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 555 $49K 0.01% -11 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 550 $48.9K 0.03% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 546 $48.5K 0.02% +16 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 537 $47.7K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 766 $47.5K 0.01% +437 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 550 $47.4K 0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 500 $44.4K 0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 500 $44.4K 0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 494 $43.9K 0.01% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 470 $41.8K 0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 468 $41.6K 0.01% +91 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 465 $41.3K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 464 $41.2K <0.01% +207 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 462 $41.1K 0.01% +62 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 455 $40K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CVA Family Office, LLC More: the full row for CVA Family Office, LLC 428 $38K <0.01% +9 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 427 $37.9K <0.01% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 425 $37.8K 0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 420 $37.3K 0.01% -200 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 376 $33.4K <0.01% -1,129 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 361 $32.1K 0.01% +353 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 350 $31.1K 0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 349 $31K <0.01% 0 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 347 $30.8K <0.01% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 317 $28K <0.01% +169 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 314 $27.9K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 301 $26.7K <0.01% +29 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 300 $26.7K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 300 $26.7K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 300 $26.7K 0.01% -380 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 288 $25K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 281 $25K 0.02% +200 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 250 $22.2K <0.01% +150 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 250 $22.2K <0.01% new 13F-HR Timeline Group COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 293 $21.8K <0.01% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 234 $20.8K <0.01% +44 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 229 $20.3K 0.01% +31 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 207 $18.4K 0.01% +7 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 202 $17.9K <0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 200 $17.8K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 200 $17.8K <0.01% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 200 $17.8K 0.01% 0 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 185 $16.4K 0.06% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 184 $16.4K <0.01% -30 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 200 $16.1K <0.01% 0 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 180 $16K 0.01% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 171 $15.2K <0.01% +81 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 167 $14.8K <0.01% +2 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 163 $14.5K <0.01% +33 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 161 $14.3K 0.01% 0 13F-HR Timeline