LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 13,135 $887K 0.23% 0 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 9,833 $878K 0.04% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,736 $870K 0.02% +12 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,711 $867K 0.04% +450 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,631 $860K 0.04% +1,365 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,472 $846K 0.01% -705 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 9,431 $842K 0.01% +499 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 9,419 $841K 0.59% 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 9,375 $837K 0.03% -1,273 13F-HR Timeline Group GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 9,349 $835K 0.03% +779 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 9,279 $829K 0.33% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,174 $819K 0.03% +1,865 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,159 $818K 0.03% -2,473 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 9,131 $816K 0.01% -587 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 9,094 $812K 0.01% -1,147 13F-HR Timeline Alpha DNA Investment Management LLC More: the full row for Alpha DNA Investment Management LLC 9,078 $811K 0.44% -1,245 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 9,058 $809K 0.03% -68 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9,041 $807K 0.01% +2,420 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9,015 $805K 0.09% 0 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 9,000 $804K 0.1% -14,256 13F-HR Timeline CLOUGH CAPITAL PARTNERS L P in group CLOUGH CAPITAL PARTNERS L P More: the full row for CLOUGH CAPITAL PARTNERS L P 9,000 $804K 0.09% 0 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 8,994 $803K 0.02% -487 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 8,991 $803K 0.22% -72 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 8,970 $801K 0.02% +3,931 13F-HR Timeline Group Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 8,413 $798K 0.35% 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 8,884 $794K 0.43% -1,054 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 8,839 $789K 0.08% 0 13F-HR/A Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 8,804 $786K 0.12% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 8,740 $781K 0.1% +102 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 8,711 $778K 0.25% +5,385 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 8,694 $777K 0.05% 0 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 8,693 $776K 0.56% +31 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 8,691 $776K 0.12% +6 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 8,620 $770K 0.07% -997 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 8,598 $768K 0.05% new 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 8,574 $766K 0.34% +2,068 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 8,560 $765K 0.03% -140 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 8,547 $763K 0.31% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 8,525 $761K 0.05% +567 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 8,500 $759K 0.04% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 8,484 $758K 0.04% -73,354 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 8,429 $753K 0.03% +761 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 8,389 $749K 0.14% -3,373 13F-HR Timeline OCONNOR, A Distinct Business Unit of UB… More: the full row for OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 8,334 $744K 0.02% +1,507 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Western Financial Corp/CA More: the full row for Western Financial Corp/CA 8,291 $741K 0.41% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 8,281 $740K 0.04% +336 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 8,161 $729K 0.03% -6,843 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 8,147 $728K 0.34% +1,529 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 8,106 $727K 0.39% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 8,138 $727K 0.07% +7,962 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,113 $725K 0.05% +125 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,105 $724K 0.02% +1,200 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 8,054 $719K 0.4% 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 8,053 $719K 0.01% 0 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 8,032 $717K 0.02% -862 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7,457 $708K 0.01% +84 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 7,920 $707K 0.1% +267 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 7,916 $707K 0.01% +586 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 7,899 $706K 0.57% +947 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,178 $705K 0.02% +62 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 7,867 $703K 0.74% 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 7,827 $699K 0.02% +126 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 7,784 $695K 0.05% -312 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 7,773 $694K 0.22% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 7,752 $692K 0.04% +1,711 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 7,720 $690K 0.47% -250 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 7,666 $685K 0.14% -14 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 7,657 $684K 0.47% new 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 8,850 $682K 0.08% 0 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 7,629 $681K 0.03% +317 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,620 $681K 0.03% +5,821 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 7,603 $679K 0.49% 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 7,598 $679K 0.15% new 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 7,595 $678K 0.04% -142 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 7,582 $677K 0.27% -6,263 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 7,575 $677K <0.01% 0 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 7,575 $677K 0.43% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 6,721 $674K 0.04% -319 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,478 $668K 0.02% -422 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,476 $668K 0.06% +50 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,474 $668K 0.06% +113 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 7,469 $667K 0.02% +1,044 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 7,468 $667K 0.01% -2,460 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 7,451 $666K 0.04% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,434 $664K 0.05% +271 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 7,426 $663K 0.01% +3,436 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 7,417 $663K 0.05% +822 13F-HR Timeline Carlson Capital Management More: the full row for Carlson Capital Management 7,396 $661K 0.03% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 7,386 $660K 0.08% -298 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 7,368 $658K 0.01% -1,664 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,672 $655K 0.16% +195 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 7,296 $652K 0.6% 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 7,266 $649K 0.05% -14,235 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 7,203 $643K 0.3% +35 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,127 $637K 0.12% +154 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 7,073 $633K 0.2% +262 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 7,043 $629K 0.54% +45 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 7,000 $625K 0.18% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 6,985 $624K 0.12% +802 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,606 $622K 0.04% -746 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 6,863 $613K 0.06% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,804 $610K 0.03% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 6,818 $609K 0.19% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,811 $608K 0.01% +30 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 6,789 $606K 0.13% -684 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 6,777 $605K 0.01% -6 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 6,759 $604K 0.11% 0 13F-HR Timeline Group TrinityBridge Ltd More: the full row for TrinityBridge Ltd 6,684 $597K 0.02% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 6,680 $597K 0.08% -250 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,563 $586K 0.01% +593 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 6,548 $585K 0.05% +425 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,541 $584K 0.03% -558 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 6,540 $584K 0.03% -333 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 6,500 $581K 0.01% 0 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 6,346 $567K +390 Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,331 $565K 0.02% +106 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 6,330 $565K 0.2% -320 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 6,276 $563K 0.01% -58,077 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 6,290 $562K 0.05% -1,409 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 6,266 $560K 0.06% +158 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,256 $559K 0.08% -1,899 13F-HR/A Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 6,209 $555K 0.06% +323 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 6,201 $554K 0.15% +350 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 6,140 $548K 0.18% +236 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 6,129 $547K 0.09% +24 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,101 $545K 0.01% +257 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 6,095 $544K 0.26% -992 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 6,069 $542K 0.05% -341 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 6,027 $538K 0.1% +1,374 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 6,023 $538K 0.08% -351 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,009 $537K 0.01% +1,773 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,985 $535K 0.01% +33 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,957 $532K 0.05% -17 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 5,954 $532K 0.04% -94 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,945 $531K 0.02% +136 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 5,943 $531K 0.42% +3,051 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 5,908 $528K 0.07% -45 13F-HR Timeline Madison Asset Management, LLC group of 2 filers holding More: the full row for Madison Asset Management, LLC 5,900 $527K +2,950 Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 5,890 $526K 0.35% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5,852 $523K 0.05% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,842 $522K 0.03% new 13F-HR/A Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 5,809 $519K 0.2% +449 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 5,772 $516K 0.2% +150 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 5,762 $515K 0.18% new 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 5,759 $514K 0.15% -622 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 5,749 $514K 0.06% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 5,711 $510K 0.05% +94 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,705 $510K 0.11% -112 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 5,689 $508K 0.11% +130 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,652 $505K 0.2% -38 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 5,646 $504K 0.24% +1,035 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,642 $504K 0.02% +1,164 13F-HR Timeline Group Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 5,589 $499K 0.22% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,585 $499K 0.1% +1,799 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 5,574 $498K 0.02% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,510 $492K 0.04% +121 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,498 $491K 0.01% +246 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,496 $491K 0.01% -22 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,447 $487K 0.02% -62 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 5,402 $483K 0.01% +2,302 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,385 $481K 0.01% +724 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 5,351 $478K <0.01% +1,558 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 5,333 $476K 0.04% +1,528 13F-HR/A Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,320 $475K 0.08% +1,343 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,285 $472K 0.05% +437 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,245 $468K 0.03% +339 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,080 $454K 0.16% +82 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,061 $452K 0.01% +1,559 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,045 $451K 0.01% +285 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 5,012 $448K 0.01% -44 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 5,000 $447K 0.02% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,999 $447K 0.02% +985 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,980 $445K 0.17% -69 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 4,970 $444K 0.05% 0 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 4,941 $441K 0.05% -183 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 4,913 $439K 0.23% +1,473 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 4,908 $438K 0.14% +20 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,904 $438K 0.04% -83 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 4,900 $438K 0.02% -3,950 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 4,866 $436K 0.04% +1,943 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,832 $432K 0.27% +932 13F-HR Timeline Group CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 4,797 $428K 0.2% -171 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,775 $427K 0.02% -58,598 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,762 $425K 0.02% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,762 $425K 0.08% +127 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 4,478 $425K 0.1% +78 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 4,486 $424K 0.06% +38 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,704 $420K 0.02% -808 13F-HR/A Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,684 $418K 0.04% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,679 $418K 0.24% -375 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 4,646 $415K 0.06% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,639 $414K <0.01% +404 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 4,539 $407K 0.02% +1,882 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,556 $407K 0.12% -290 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 4,537 $405K 0.01% -28 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,518 $404K 0.01% -1,074 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,511 $403K 0.15% -12 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,510 $403K 0.04% +1,034 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 4,495 $401K 0.4% 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,472 $399K 0.01% -2,253 13F-HR Timeline