ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 8,624 $1.86M 0.21% -817 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,602 $1.86M 0.1% +323 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 8,584 $1.85M 0.84% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,531 $1.84M 0.14% +2,714 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,510 $1.84M 0.04% +1,260 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 8,501 $1.83M 0.4% -108 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 8,525 $1.83M 0.16% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 8,461 $1.83M 0.01% -13 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,450 $1.82M 0.05% +1,631 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 8,435 $1.82M 0.22% -202 13F-HR Timeline Group SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 8,420 $1.82M 0.55% -60 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 8,440 $1.81M 0.05% +543 13F-HR/A Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 8,365 $1.81M 0.45% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 8,359 $1.8M 0.41% -2,381 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 8,349 $1.8M 0.18% +1,474 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 8,333 $1.8M 0.16% 0 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 8,323 $1.8M 1.62% -266 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 8,304 $1.79M 0.09% +113 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,255 $1.78M 0.05% -1,197 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 8,238 $1.78M 0.06% +5 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,218 $1.77M 0.09% -144 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 8,199 $1.77M 0.11% new 13F-HR Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 8,190 $1.77M 0.01% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 8,172 $1.76M 0.05% +455 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 8,152 $1.76M 0.13% +156 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 8,143 $1.76M 0.4% +15 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 8,129 $1.75M 0.36% -112 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 8,107 $1.75M 0.09% +3,975 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 8,103 $1.75M 1.25% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,096 $1.75M 0.02% +1,616 13F-HR Timeline Group WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 8,086 $1.75M 0.51% -654 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 8,076 $1.74M 0.01% -72 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 8,075 $1.74M 0.12% -848 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 8,087 $1.74M 0.62% -28 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 8,050 $1.74M 0.04% -93 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 8,006 $1.73M 0.04% +241 13F-HR Timeline Group Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 8,000 $1.73M 0.78% -300 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 7,956 $1.72M 1.37% -51 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 7,940 $1.71M 0.75% +3,846 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 7,925 $1.71M 0.1% +51 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 7,875 $1.7M 1.45% +775 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 7,871 $1.7M 0.35% +4,359 13F-HR Timeline Group Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 7,852 $1.69M 0.02% -20 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 7,820 $1.69M 1.5% +3,482 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,596 $1.68M 0.06% +644 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 7,767 $1.68M 0.93% -1,464 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 7,704 $1.66M 0.34% -618 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 7,719 $1.66M 0.26% +50 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 7,726 $1.65M 0.71% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 7,642 $1.65M 0.06% +2,518 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,633 $1.65M 0.08% +2,261 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 7,616 $1.64M 0.28% -90 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 7,601 $1.64M 0.22% +2,638 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,597 $1.64M 0.04% +2,705 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 7,537 $1.63M 0.46% -8 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 7,475 $1.61M 0.15% +2,407 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 7,446 $1.61M 0.15% -9 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 7,434 $1.6M 0.07% +1,571 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 7,409 $1.6M 0.67% +9 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 7,405 $1.6M 0.16% +830 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 7,356 $1.59M 0.54% -221 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 7,347 $1.59M 0.08% +2,431 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,346 $1.59M 0.11% +1,312 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 7,331 $1.58M 0.37% +1,000 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,324 $1.58M 0.05% +1,526 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 7,212 $1.56M 0.26% -23 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 7,210 $1.56M 0.43% +6,130 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,183 $1.55M 0.03% +1,848 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 7,178 $1.55M 0.04% +3,630 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 7,237 $1.55M 0.35% -64 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 7,167 $1.55M 0.08% +1,819 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 7,157 $1.54M 0.18% -662 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 7,144 $1.54M 0.47% -4,105 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,122 $1.54M 0.22% -49 13F-HR Timeline Group Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 7,090 $1.53M 1.08% +26 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 7,019 $1.51M 0.74% -5 13F-HR Timeline Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 7,000 $1.51M 1.24% +1,000 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 6,993 $1.51M 0.02% -71,538 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 6,992 $1.51M 0.34% +75 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 6,984 $1.51M 0.02% +6 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 6,980 $1.51M 0.37% -242 13F-HR Timeline Busey Bank More: the full row for Busey Bank 6,958 $1.5M 0.04% +226 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 7,576 $1.5M 0.06% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,925 $1.49M 0.09% +2,980 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,919 $1.49M <0.01% +980 13F-HR Timeline Group LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 6,912 $1.49M 0.97% -357 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 6,905 $1.49M 0.01% -6,006 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,886 $1.49M 0.03% -39 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 6,882 $1.49M 0.23% +336 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 6,868 $1.48M 0.4% +4,846 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 6,857 $1.48M 0.27% -332 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 6,852 $1.48M 0.38% -78 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 6,839 $1.48M 1.04% +523 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 6,823 $1.47M 0.83% +93 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,783 $1.46M 0.02% +418 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 6,712 $1.45M 0.67% -278 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 6,694 $1.44M 0.15% +96 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,693 $1.44M 0.08% new 13F-HR Timeline Group Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 6,675 $1.44M 0.25% -305 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,831 $1.43M 0.12% -135,000 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 6,610 $1.43M 0.08% -360 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 6,600 $1.42M 1% -1,800 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,582 $1.42M 0.04% +523 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 6,557 $1.42M 0.03% +153 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 6,542 $1.41M 0.14% +1,892 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 6,538 $1.41M 0.1% +2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 7,191 $1.41M 0.1% -137 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 6,526 $1.41M 0.43% +1,813 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 6,520 $1.41M 0.42% +22 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,517 $1.41M 0.11% +2,463 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 6,513 $1.41M 0.6% -11 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 6,492 $1.4M 0.07% -35 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 6,474 $1.4M 0.51% +936 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 6,453 $1.39M 0.01% new 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 6,448 $1.39M 0.51% -199 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,441 $1.39M 0.08% -857 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 6,440 $1.39M 1.19% -2 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 6,430 $1.39M 0.71% -100 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 6,430 $1.39M 0.32% +139 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 6,426 $1.39M 0.15% +145 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 6,424 $1.39M 0.12% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 6,455 $1.38M 0.19% -177 13F-HR/A Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 6,415 $1.38M 0.63% +182 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 6,391 $1.38M 0.33% +982 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 6,389 $1.38M 0.51% +36 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,355 $1.37M 0.05% +509 13F-HR Timeline Group CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 6,331 $1.37M 0.34% +15 13F-HR Timeline Group Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 6,331 $1.37M 0.53% -133 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,289 $1.36M 0.05% -1,485 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 6,281 $1.36M 0.09% -34 13F-HR Timeline Group DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 6,276 $1.35M 0.19% +189 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 6,175 $1.33M 0.09% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 6,172 $1.33M 0.37% +185 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 6,111 $1.33M 0.16% +1,251 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 6,133 $1.32M 0.69% +1,133 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,118 $1.32M 0.04% +1,711 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,116 $1.32M 0.69% +3 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 6,102 $1.32M 0.08% +13 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 6,099 $1.32M 0.98% +1,865 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 6,090 $1.31M 0.17% +2,424 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 6,082 $1.31M 0.02% +357 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 6,058 $1.31M 0.32% +115 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 6,055 $1.31M 0.18% +105 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 6,025 $1.3M 0.91% 0 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 6,000 $1.29M 0.09% +1,500 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 6,000 $1.29M 0.61% new 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 5,976 $1.29M 0.19% +473 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 5,960 $1.29M 0.64% +1,275 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 5,946 $1.28M 0.07% +205 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 5,945 $1.28M 0.7% +11 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 5,929 $1.28M 0.64% +307 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,884 $1.27M 0.1% -387 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 6,482 $1.26M 0.19% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,850 $1.26M 0.21% +75 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 5,830 $1.26M 0.11% 0 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 5,832 $1.26M <0.01% -1,928 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,807 $1.25M 0.09% -760 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 5,801 $1.25M 0.04% -489 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,773 $1.25M +727 Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 5,762 $1.24M 0.69% -145 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 5,720 $1.23M 0.05% +40 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,677 $1.23M 0.12% +1,160 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,669 $1.22M 0.14% +905 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 5,650 $1.22M 0.07% -768 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 5,647 $1.22M 0.31% +663 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 5,628 $1.21M 0.38% -187 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 5,609 $1.21M 0.59% 0 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 5,601 $1.21M 1.04% -1,045 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 5,600 $1.21M 0.35% -225 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 5,598 $1.21M 0.21% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,584 $1.21M 0.05% +1,242 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 5,571 $1.2M 0.19% +120 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 5,550 $1.2M 0.51% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5,540 $1.2M 0.06% -105 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,540 $1.2M 0.08% -885 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,537 $1.2M 0.05% -553 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 5,535 $1.19M 0.29% -22 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,531 $1.19M 0.09% +2,382 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 5,505 $1.19M 0.68% +900 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 5,499 $1.19M 0.74% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 5,488 $1.18M 0.07% +130 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 5,466 $1.18M 0.38% -24 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,459 $1.18M 0.08% -431 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. 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