Wallace Hart LLC More: the full row for Wallace Hart LLC 2,100 $656K 0.48% -1,956 13F-HR Timeline JLB & ASSOCIATES INC More: the full row for JLB & ASSOCIATES INC 2,097 $655K 0.09% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,002 $652K 0.04% -43 13F-HR Timeline Group WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 2,066 $646K 0.17% -1,074 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,047 $640K 0.12% -442 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 2,047 $640K 0.22% +183 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,046 $640K 0.02% +574 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 2,038 $637K 0.13% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,016 $630K 0.04% -1,002 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 2,013 $629K 0.14% -1,041 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,001 $625K 0.04% +27 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,990 $622K 0.02% -28 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 1,984 $620K 0.1% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,979 $619K 0.07% +45 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,975 $617K 0.02% +1,195 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,973 $617K 0.05% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,969 $615K 0.1% +1,835 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 1,955 $611K 0.15% +578 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 1,954 $611K 0.27% -5,124 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,945 $608K 0.28% 0 13F-HR Timeline Group Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,944 $608K 0.21% +45 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,942 $607K 0.05% +1,341 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,934 $605K 0.01% -36 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,915 $600K 0.03% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,916 $599K 0.02% -88 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,913 $598K 0.06% +357 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 1,900 $594K 0.01% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,899 $594K 0.13% 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,896 $593K 0.15% -731 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,892 $591K 0.01% -119 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,877 $587K 0.04% -30 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,875 $586K 0.01% +294 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,872 $585K 0.01% -6,575 13F-HR Timeline Group Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,864 $583K 0.28% -15 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,851 $579K 0.17% +26 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 1,849 $578K 0.06% -310 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,845 $577K 0.02% +20 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 1,838 $575K 0.19% 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,833 $573K 0.01% -18,407 13F-HR Timeline Group Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,830 $572K 0.1% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,824 $570K 0.05% -12 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 1,810 $566K 0.24% +8 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 1,802 $563K 0.09% -23 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,798 $562K 0.04% -248 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,796 $561K 0.02% -240 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,792 $560K 0.01% +17 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,791 $560K 0.02% +258 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 1,787 $559K 0.16% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,786 $558K 0.03% -160 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,770 $557K 0.01% -73 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 1,772 $554K 0.16% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,768 $553K 0.01% -7 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,768 $553K 0.22% -52 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,767 $552K 0.01% +4 13F-HR Timeline ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 1,756 $549K 0.04% +659 13F-HR/A Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,757 $549K <0.01% -2,064 13F-HR Timeline STF Management LP More: the full row for STF Management LP 1,749 $547K 0.51% -2,307 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,745 $545K 0.03% 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,726 $540K 0.15% +35 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,716 $536K 0.04% -94 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 1,711 $535K 0.27% 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,711 $535K 0.21% -73 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,708 $534K 0.07% +231 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,708 $534K 0.08% -70 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,705 $533K 0.03% +18 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,702 $533K 0.03% -18 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,702 $532K <0.01% new 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,674 $523K 0.04% -103 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,821 $523K 0.01% -1,082 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 1,761 $522K 0.2% new 13F-HR/A Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,667 $521K 0.04% +58 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 1,665 $520K 0.15% new 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 1,664 $520K 0.07% -758 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,659 $519K 0.33% -742 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,656 $518K 0.03% -48 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,651 $516K 0.19% +6 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,638 $512K 0.1% +5 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,627 $508K 0.03% -3,654 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 1,623 $507K 0.07% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,619 $506K 0.01% -173 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,607 $502K 0.11% +204 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,604 $501K 0.18% new 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,588 $496K 0.04% +157 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,581 $494K 0.18% -687 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,576 $493K 0.1% -68 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 1,575 $492K 0.08% new 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 1,572 $491K 0.14% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,567 $490K 0.01% -581 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,560 $488K 0.03% -438 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,557 $487K 0.01% +31 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,517 $483K <0.01% +445 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,543 $482K 0.02% -597 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,538 $481K 0.01% -92 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,531 $479K 0.25% +105 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 1,528 $478K 0.07% -10,631 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,526 $477K 0.01% +529 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,522 $476K 0.01% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,514 $473K 0.03% -800 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,511 $472K 0.32% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,507 $471K 0.01% +187 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,504 $470K 0.06% 0 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 1,501 $469K 0.41% 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,500 $469K 0.08% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,498 $468K 0.02% -193 13F-HR Timeline Group Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,495 $467K 0.06% new 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,490 $466K 0.01% +386 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 1,490 $466K 0.16% 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,486 $464K 0.16% 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,475 $461K 0.08% -16 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,475 $461K 0.06% +10 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,471 $460K 0.01% -180 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,470 $459K 0.02% -194 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,469 $459K 0.4% 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,460 $456K 0.05% new 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 1,450 $453K 0.33% +82 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,447 $452K <0.01% 13F-HR/A Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,446 $452K 0.01% -341 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,445 $452K 0.08% new 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 1,444 $451K 0.02% +384 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,438 $449K <0.01% +28 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 1,433 $448K 0.28% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,432 $448K 0.02% -9 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,430 $447K 0.03% +129 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,418 $443K 0.01% -105 13F-HR/A Timeline Group Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,414 $442K 0.29% +124 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,413 $442K 0.05% +885 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 1,409 $440K 0.05% new 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 1,408 $440K 0.21% new 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,400 $438K 0.02% -5 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,396 $436K 0.1% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,389 $434K 0.05% +35 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,386 $433K 0.02% -69 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,385 $433K 0.03% +20 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,378 $431K 0.03% +148 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,376 $430K 0.01% +16 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,368 $428K 0.06% +91 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,368 $428K 0.04% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,354 $423K 0.01% +285 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,351 $422K 0.06% +21 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,341 $419K 0.01% +115 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,331 $416K 0.02% -205 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,331 $416K 0.06% -287 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 1,328 $415K 0.43% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,326 $415K 0.13% +401 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,312 $410K 0.1% -247 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 1,309 $409K 0.34% 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,351 $407K 0.22% +2 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,388 $406K 0.01% +961 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,287 $402K 0.03% +373 13F-HR Timeline Dockside LLC More: the full row for Dockside LLC 1,287 $402K 0.1% 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,285 $402K 0.11% +147 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,275 $399K 0.03% -1 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,274 $398K 0.04% -1 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 1,272 $398K 0.17% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,267 $396K 0.01% +67 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,257 $393K 0.03% 0 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 1,257 $393K 0.19% 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,253 $392K 0.06% -2 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,251 $391K 0.05% +639 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,245 $389K 0.01% -37 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,241 $388K 0.01% +39 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,229 $384K 0.01% -21 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,233 $384K 0.02% +36 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,222 $382K 0.01% +60 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 1,209 $378K 0.07% +202 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,195 $374K 0.01% +84 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,186 $371K <0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,175 $367K 0.01% +13 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,164 $364K 0.04% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,162 $363K 0.03% -26 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,158 $362K 0.08% -17 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,152 $360K 0.03% 0 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 1,150 $359K 0.05% 0 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,148 $359K 0.01% -3,451 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 1,143 $357K 0.05% 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,136 $355K 0.03% new 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,133 $354K 0.3% -47 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 1,102 $350K 0.01% +7 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,102 $344K 0.01% +20 13F-HR Timeline Group Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,102 $344K 0.07% 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 1,100 $344K 0.02% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,098 $343K 0.04% +14 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,095 $342K 0.05% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,092 $341K 0.02% -5 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,087 $340K 0.07% -11 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,085 $339K 0.02% -25 13F-HR Timeline Group Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 1,084 $339K 0.29% 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,049 $339K 0.02% +200 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,083 $339K 0.04% +18 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,078 $337K 0.04% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,073 $335K 0.12% -440 13F-HR Timeline Group Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 1,060 $331K 0.14% -75 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,045 $327K 0.06% +44 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 1,043 $326K 0.11% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,042 $326K <0.01% -37 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,030 $322K 0.06% +1 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,026 $321K 0.02% +402 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,022 $319K 0.02% -198 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,123 $318K 0.01% +31 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,015 $317K 0.04% +430 13F-HR Timeline