MFA Wealth Services More: the full row for MFA Wealth Services 924 $847K 0.68% 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 922 $845K 0.27% +1 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 921 $844K 0.06% 0 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 921 $844K 0.44% -139 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 920 $843K 0.24% 0 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 920 $843K 0.08% 0 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 919 $842K 0.14% -20 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 918 $841K 0.45% -45 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 918 $841K 0.77% 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 917 $841K 0.25% -7 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 917 $840K 0.19% +47 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 916 $839K 0.52% 0 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 915 $838K 0.43% +340 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 912 $836K 0.47% -153 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 912 $836K 0.43% +28 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 911 $834K 0.42% +52 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 910 $834K 0.29% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 908 $832K 0.13% +1 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 907 $831K 0.2% -4 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 907 $831K 0.15% -53 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 906 $831K 0.05% -51 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 905 $829K 0.09% +61 13F-HR Timeline Group Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 905 $829K 0.56% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 902 $826K 0.56% 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 907 $825K 0.36% -15 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 897 $822K 0.11% +31 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 897 $822K 0.34% -50 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 897 $822K 0.14% +3 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 896 $821K 0.07% +105 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 896 $821K 0.04% +144 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 838 $820K 0.5% -4 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 895 $820K 0.15% +11 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 895 $820K 0.21% 0 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 894 $819K 0.09% +350 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 864 $816K 0.45% -49 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 890 $816K 0.19% +3 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 888 $813K 0.45% -31 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 886 $812K 0.2% -89 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 886 $812K 0.22% -25 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 885 $811K 0.34% -2 13F-HR Timeline VANTAGE WEALTH More: the full row for VANTAGE WEALTH 885 $811K 0.17% 0 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 884 $810K 0.24% 0 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 881 $807K 0.98% 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 881 $807K 0.13% +150 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 879 $806K 0.3% -15 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 879 $805K 0.92% 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 877 $804K 0.48% +2 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 876 $803K 0.28% +42 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 874 $801K 0.35% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 874 $801K 0.21% +77 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 874 $801K 0.4% +62 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 872 $800K 0.31% -15 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 871 $798K 0.83% 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 870 $797K 0.19% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LVZ, Inc. More: the full row for LVZ, Inc. 869 $796K 0.1% +641 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 869 $796K 0.44% +48 13F-HR Timeline Group ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 868 $795K 0.48% -70 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 866 $794K 0.43% +20 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 865 $793K 0.82% 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 865 $793K 0.74% 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 864 $791K 0.31% +29 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 861 $789K 0.23% -7 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 861 $789K 0.35% +23 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 854 $787K 0.11% +7 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 858 $786K 0.18% -6 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 857 $786K 0.16% +101 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 857 $785K 0.13% -36 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 855 $783K 0.08% -200 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 854 $783K 0.03% +26 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 854 $782K 0.21% -8 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 853 $782K 0.38% +3 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 853 $781K 0.08% -5 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 852 $781K 0.06% +1 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 850 $779K 0.66% 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 850 $779K 0.14% -11 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 849 $778K 0.15% +1 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 848 $777K 0.08% -85 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 846 $776K 0.59% 13F-HR/A Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 846 $775K 0.25% +359 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 845 $774K 0.31% +47 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 842 $771K 0.36% -12 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 840 $770K 0.06% -45 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 839 $769K 0.3% 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 838 $768K 0.6% 0 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 837 $767K 0.11% -85 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 836 $766K 0.04% -126 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 836 $766K 0.27% -101 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 835 $765K 0.11% -121 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 835 $765K 0.34% -25 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 835 $765K 0.68% 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 835 $765K 0.7% 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 833 $763K 0.02% 0 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 832 $762K 0.02% +82 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 832 $762K 0.05% +16 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 832 $762K 0.26% +20 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 831 $761K 0.3% +18 13F-HR Timeline Essex LLC More: the full row for Essex LLC 831 $761K 0.16% -80 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 829 $760K 0.34% -2,425 13F-HR Timeline Fairhaven Wealth Management, LLC More: the full row for Fairhaven Wealth Management, LLC 827 $758K 0.24% +11 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 827 $758K 0.54% -64 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 826 $757K 0.27% -505 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 824 $757K 0.04% -25 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 825 $755K 0.43% +469 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 824 $755K 0.14% -113 13F-HR Timeline Security National Bank More: the full row for Security National Bank 824 $755K 0.11% 0 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 824 $755K 0.07% -80 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 824 $755K 0.06% +105 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 823 $754K 0.21% -18 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 823 $754K 0.38% +118 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 822 $753K 0.61% +5 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 822 $753K 0.25% 0 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 820 $751K 0.23% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 818 $750K 0.39% +113 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 818 $749K 0.41% +69 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 818 $749K 0.18% -689 13F-HR Timeline Peninsula Wealth, LLC More: the full row for Peninsula Wealth, LLC 818 $749K 0.13% +10 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 797 $749K 0.04% -103 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 815 $747K 0.25% +40 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 815 $747K 0.11% -147 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 814 $746K 0.19% +23 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 814 $746K 0.01% 0 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 813 $745K 0.17% +56 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 813 $745K 0.75% 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 813 $745K 0.76% +81 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 812 $744K 0.63% 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 811 $744K 0.21% -26 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 809 $741K 0.82% 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 808 $741K 0.43% +86 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 807 $739K 0.22% +45 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 806 $739K 0.51% +2 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 800 $733K 0.06% +1 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 800 $733K 0.28% -5 13F-HR Timeline Carlson Capital Management More: the full row for Carlson Capital Management 800 $733K 0.03% -45 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 799 $732K 0.31% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 789 $732K 0.36% 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 774 $730K 0.15% -12 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 796 $729K 0.33% +59 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 792 $726K 0.45% 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 791 $725K 0.18% -8 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 790 $724K 0.03% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 790 $724K 0.23% +250 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 789 $723K 0.22% +8 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 788 $722K 0.51% -80 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 788 $722K 0.23% 0 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 788 $722K 0.48% 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 787 $721K 0.04% +21 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 787 $721K 0.38% -99 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 786 $720K 0.27% -162 13F-HR/A Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 785 $719K 0.2% +41 13F-HR Timeline Taika Capital, LP More: the full row for Taika Capital, LP 785 $719K 0.55% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 777 $712K 0.23% +18 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 776 $711K 0.16% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 775 $710K 0.18% +19 13F-HR Timeline Group Apexium Financial, LP More: the full row for Apexium Financial, LP 773 $708K 0.04% +15 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 773 $708K 0.12% +28 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 797 $707K 0.23% 0 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 771 $706K 0.56% 0 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 768 $703K 0.03% +33 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 767 $703K 0.03% +92 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 767 $703K 0.4% -175 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 765 $701K 0.69% 13F-HR/A Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 765 $701K 0.56% -45 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 765 $701K 0.13% -7 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 763 $700K 0.24% +15 13F-HR Timeline SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 763 $699K 0.03% 0 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 758 $695K 0.41% +335 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 758 $695K 0.06% +20 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 756 $693K 0.13% -19 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 755 $692K 0.24% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 753 $690K 0.12% +310 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 751 $688K 0.36% +51 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 750 $687K 0.44% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 750 $687K 0.09% -10 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 748 $686K 0.06% -100 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 747 $684K 0.05% -21 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 747 $684K 0.36% -6 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 746 $684K 0.32% +353 13F-HR Timeline Unigestion Holding SA More: the full row for Unigestion Holding SA 744 $682K 0.04% -345 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 742 $680K 0.33% -17 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 740 $678K 0.23% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 739 $677K 0.2% +2 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 739 $677K 0.07% 0 13F-HR Timeline Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 738 $676K <0.01% -283 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 733 $672K 0.24% +102 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 732 $671K 0.02% +189 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 731 $670K 0.13% 0 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 731 $669K 1.29% +52 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 730 $669K 0.22% +11 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 729 $668K 0.03% new 13F-HR Timeline Anson Funds Management LP in group Anson Funds Management LP More: the full row for Anson Funds Management LP 728 $667K 0.08% 0 13F-HR Timeline Group CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 727 $666K 0.11% -35 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 727 $666K 0.24% -50 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 726 $666K 0.44% +8 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 725 $664K 0.14% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 723 $663K 0.16% 0 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 723 $663K 0.16% +25 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 722 $661K 0.05% +40 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 721 $661K 0.46% 0 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 721 $661K 0.24% 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 720 $659K 0.3% +1 13F-HR Timeline