Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 17,736 $1.02M 0.13% -1,338 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 17,530 $1.01M 0.02% +1,423 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 17,414 $999K 0.07% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 17,392 $998K 0.01% -258 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 17,391 $998K 0.13% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 17,307 $993K 0.01% +5,528 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 17,276 $991K 0.01% +387 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 17,171 $985K 0.6% +117 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 17,160 $985K 0.13% +417 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 17,070 $980K 0.03% -17 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 16,960 $973K 0.16% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 17,408 $969K 0.05% +334 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 16,877 $969K 0.07% 0 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 16,842 $967K 0.2% 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 16,786 $963K 0.01% -1,381 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 16,778 $963K <0.01% -11,401 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 16,754 $962K 0.08% +4,014 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 16,745 $961K 0.01% +4,358 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 16,636 $955K 0.01% -2,662 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 16,559 $950K 0.03% -336 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 16,466 $945K 0.2% -15 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 16,435 $943K 0.04% -18,451 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 16,391 $941K 0.14% +38 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 16,316 $936K 0.03% 0 13F-HR Timeline Group BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 16,000 $918K 0.25% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 15,917 $913K 0.14% -1,699 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 15,815 $913K 0.09% +417 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 15,890 $912K 0.13% +10,954 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 15,793 $906K 0.05% +3,857 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 15,681 $900K 0.08% +3,475 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 15,664 $899K 0.04% -1,408 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 15,316 $879K 0.01% +1,174 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 15,007 $861K 0.34% -430 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 15,001 $861K 0.18% +4,030 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 14,821 $851K 0.03% +4,271 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 14,712 $844K 0.12% +832 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 14,694 $843K 0.14% -190 13F-HR/A Timeline STF Management LP More: the full row for STF Management LP 14,531 $834K 0.37% +547 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 14,529 $834K 0.01% +1,131 13F-HR Timeline Group Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 14,425 $828K 0.69% +9,261 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 14,370 $825K 0.03% -53 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 14,370 $825K 0.03% -250 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 14,332 $823K 0.02% +1,035 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 14,332 $823K 0.12% 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 14,299 $821K 0.26% +318 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 14,215 $816K 0.02% +6,817 13F-HR/A Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 14,184 $814K 0.15% -595 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 14,150 $812K 0.04% +92 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 14,086 $808K 0.01% +927 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 14,080 $808K 0.05% 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 14,003 $804K 0.01% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 13,721 $787K 0.06% +2,322 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 13,661 $784K 0.21% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 13,660 $784K 0.06% -2,880 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. 13,634 $782K 0.03% +829 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 13,757 $773K 0.11% 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 13,461 $773K 0.14% -1,775 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 13,433 $771K 0.02% 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 13,408 $769K 0.04% +132 13F-HR Timeline CX Institutional More: the full row for CX Institutional 13,224 $759K 0.03% +165 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 13,140 $754K 0.04% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 13,006 $746K 0.11% -53 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 12,957 $744K 0.39% +430 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 12,942 $743K 0.26% -2,977 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 12,941 $743K 0.09% 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 13,466 $742K 0.01% 13F-HR/A Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 12,895 $740K 0.06% +15 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 12,795 $734K 0.13% +306 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 12,561 $721K 0.03% -245 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 12,563 $721K 0.22% -203 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 12,547 $720K 0.08% -15 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 12,547 $720K <0.01% +670 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 12,532 $719K 0.01% -3,013 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 13,343 $708K 0.24% -7,371 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 12,225 $702K 0.55% -270 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 12,221 $701K 0.32% new 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 12,220 $701K 0.29% 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 12,218 $701K 0.01% -718 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 12,018 $690K 0.02% +100 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 12,000 $689K 0.28% 0 13F-HR/A Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 11,995 $688K 0.04% +2,694 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 11,900 $683K 0.05% +236 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 11,639 $668K 0.01% +2,246 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 11,580 $665K 0.23% +815 13F-HR Timeline American Trust More: the full row for American Trust 11,536 $662K 0.05% +133 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 11,423 $656K 0.01% -1,271 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 11,049 $634K 0.01% +739 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 11,014 $632K 0.02% +7 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 10,817 $629K 0.06% +589 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 10,951 $628K 0.12% new 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 10,937 $628K 0.04% +950 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 10,776 $618K 0.01% -145 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 10,648 $611K 0.05% -439 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 10,640 $611K 0.08% 0 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 10,569 $607K 0.19% +45 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 10,478 $601K 0.18% 0 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 10,466 $601K 0.19% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 10,407 $597K 0.28% -549 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10,324 $592K 0.01% +124 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 10,256 $589K 0.03% +3,728 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 9,747 $577K 0.03% +175 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 10,003 $574K 0.04% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 9,980 $573K 0.02% -28 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 9,941 $571K 1.2% 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 9,892 $568K 0.37% +2,064 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 9,885 $567K 0.45% 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 9,849 $565K 0.01% -201,720 13F-HR Timeline Group BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 9,849 $565K 0.33% -5,006 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 9,785 $565K 0.15% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 9,744 $559K 0.04% +18 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 9,724 $558K <0.01% +274 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 9,708 $557K 0.03% -237 13F-HR Timeline Group Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 10,572 $554K 0.38% +1,480 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 9,527 $547K 0.03% -289 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,465 $543K 0.02% -140 13F-HR Timeline Group Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 9,400 $539K 0.52% 0 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 9,400 $539K 0.09% -2,420 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 9,339 $536K 0.11% +4,181 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 9,320 $535K 0.02% -1,945 13F-HR/A Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,301 $534K 0.01% +2,958 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 9,222 $529K 0.01% -6 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 9,179 $527K 0.17% -237 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 9,167 $526K 0.02% -7 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 9,150 $525K 0.32% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 9,093 $524K 0.03% -585 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 9,129 $524K 0.04% +753 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 9,115 $523K 0.11% -81 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 9,000 $517K 0.1% +1,525 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 8,854 $508K 0.09% -116 13F-HR Timeline Group Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 8,828 $507K 0.25% -169 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,814 $506K <0.01% +1,084 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 8,805 $505K 0.09% +368 13F-HR Timeline ABN AMRO Bank N.V. More: the full row for ABN AMRO Bank N.V. 8,849 $503K 0.01% -51 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 8,744 $502K 0.24% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,725 $501K <0.01% +1,035 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,724 $501K <0.01% -308 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 8,688 $499K 0.02% +809 13F-HR Timeline Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 8,683 $498K 0.27% -826 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 8,628 $495K 0.01% +706 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,593 $493K 0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 8,577 $492K 0.06% +3,176 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 8,574 $492K 0.04% 0 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 8,552 $491K 0.18% -57 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 8,417 $490K 0.01% +989 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 8,505 $488K <0.01% +325 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 8,385 $486K 0.02% +1,224 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,459 $485K 0.01% -917 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 8,339 $485K 0.01% 13F-HR Timeline Group Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 8,426 $484K 0.42% 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 8,414 $483K 0.27% +283 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 8,311 $477K 0.04% -11 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 8,268 $475K 0.04% 0 13F-HR/A Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 8,216 $472K 0.19% 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 8,214 $471K 0.26% -101 13F-HR Timeline Group Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 8,068 $463K 0.11% new 13F-HR Timeline Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 8,044 $462K 0.29% 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 8,000 $459K 0.35% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 7,993 $459K <0.01% -215,352 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 7,856 $451K 0.04% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 7,830 $449K 0.13% +1,532 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,725 $449K 0.05% +468 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 7,748 $445K 0.22% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 7,729 $444K 0.11% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,572 $435K 0.03% -308 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 7,540 $433K 0.11% -372 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 7,389 $430K 0.12% +1,877 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 7,490 $430K 0.03% +118 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,351 $422K 0.01% +871 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 7,305 $419K 0.05% +2,450 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 7,277 $418K 0.06% +144 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,273 $417K 0.02% +6 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 7,212 $414K <0.01% 0 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 7,152 $410K 0.03% -1,391 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 7,135 $409K 0.1% +1,649 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 7,127 $409K 0.16% -104 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 7,117 $408K 0.04% +133 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 7,109 $408K 0.04% +308 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,072 $406K 0.01% +145 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 7,039 $404K 0.17% +52 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 7,037 $404K 0.02% -7,494 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 7,027 $403K <0.01% +4,594 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 7,006 $402K 0.05% +1,610 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 6,970 $400K 0.08% 0 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 6,934 $398K 0.3% 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,839 $393K <0.01% -680 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 6,796 $390K 0.23% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 6,770 $389K 0.03% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 6,742 $387K 0.14% new 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 6,729 $386K 0.22% +322 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 6,672 $383K 0.03% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 6,626 $380K 0.14% 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 6,601 $379K 0.1% -625 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,588 $378K 0.03% new 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 6,544 $376K 0.35% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,525 $374K 0.06% -2,705 13F-HR/A Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,501 $373K 0.03% +655 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,568 $373K 0.01% +348 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,467 $371K 0.01% -186 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,464 $371K 0.03% +1,421 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 6,358 $365K 0.04% +108 13F-HR Timeline