North Dakota State Investment Board More: the full row for North Dakota State Investment Board 9,311 $408K 0.02% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 9,175 $402K 0.02% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,139 $401K 0.02% +1,710 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 9,090 $398K 0.01% new 13F-HR Timeline Group EMC Capital Management More: the full row for EMC Capital Management 9,034 $396K 0.18% -1,594 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8,724 $396K 0.02% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 8,981 $394K 0.01% -691 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 8,948 $392K 0.28% +1,149 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 8,903 $390K 0.08% +1,867 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 8,863 $388K 0.04% -826 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 8,816 $386K 0.02% +537 13F-HR Timeline Group PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 8,795 $385K <0.01% +8,752 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,770 $384K <0.01% +295 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 8,725 $382K 0.04% new 13F-HR/A Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 8,656 $379K <0.01% -3,981 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,620 $378K 0.01% -1,064 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 8,511 $373K 0.04% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,445 $370K <0.01% -1,092 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8,427 $369K 0.02% +3,595 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 8,346 $366K 0.04% 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 8,277 $363K 0.03% +2,072 13F-HR/A Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 8,262 $362K 0.01% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,206 $360K 0.01% -330 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 8,150 $357K 0.02% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 8,080 $354K 0.04% -5,483 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 8,076 $354K 0.03% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 8,071 $354K 0.01% -9 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 7,991 $350K 0.13% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 7,927 $347K 0.01% +5,199 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 7,858 $344K 0.01% +2,408 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 7,841 $344K 0.01% -527 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 7,757 $340K 0.51% 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 7,710 $340K <0.01% +10 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 7,733 $339K 0.06% +205 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 7,728 $339K 0.02% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,705 $338K 0.03% new 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 7,644 $335K 0.01% -12 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 7,607 $333K 0.16% 13F-HR/A Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 7,533 $330K 0.12% +511 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 7,531 $330K <0.01% -4,793 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 7,460 $327K <0.01% 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 7,451 $327K <0.01% +4,582 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 7,423 $325K 0.06% +1,685 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,382 $324K 0.01% +1,245 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 7,367 $323K <0.01% +1,247 13F-HR Timeline Group Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 7,361 $323K 0.01% 0 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,345 $322K 0.01% new 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 7,333 $321K 0.27% +1,232 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 7,325 $321K 0.34% 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 7,275 $319K 0.01% -6,048 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 7,200 $316K <0.01% +800 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 7,185 $315K 0.01% +1,069 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7,032 $308K <0.01% +4,394 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 7,000 $307K 0.01% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 6,951 $305K 0.04% -3,706 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,875 $301K 0.09% +55 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 6,856 $300K <0.01% -139,143 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 6,801 $298K <0.01% -655 13F-HR Timeline Group KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 6,789 $298K 0.05% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,787 $297K <0.01% -1,057 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,434 $297K 0.01% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 6,769 $297K <0.01% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,769 $297K 0.03% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,671 $292K <0.01% -771 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,657 $292K <0.01% -143 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,606 $290K 0.01% +1,180 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 6,500 $285K <0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 6,414 $281K 0.03% +1,075 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,369 $279K 0.02% new 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 6,366 $279K 0.22% 0 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 6,360 $279K 0.15% +1,000 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 6,345 $278K 0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,333 $278K <0.01% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 6,312 $277K <0.01% +11 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,298 $276K <0.01% -1,710 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,273 $275K 0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,208 $272K <0.01% +1,458 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 6,222 $271K 0.02% +168 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 6,323 $270K 0.11% new 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. 6,152 $270K 0.01% -103 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,138 $269K 0.02% -8 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 6,130 $269K 0.01% new 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 6,095 $267K 0.13% 0 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,068 $266K 0.02% +37 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 6,067 $266K 0.12% +1,086 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 5,995 $263K 0.07% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 5,990 $263K 0.01% -7,054 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,932 $260K 0.01% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,809 $255K <0.01% +958 13F-HR Timeline Group NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 5,771 $253K 0.04% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,720 $251K <0.01% new 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 5,641 $247K 0.23% 13F-HR Timeline American Trust More: the full row for American Trust 5,600 $245K 0.02% +12 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 5,490 $241K 0.26% -16,327 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 5,482 $240K +293 Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 5,474 $240K 0.06% -8,719 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,453 $239K 0.01% -6,677 13F-HR Timeline Group Beck Bode, LLC More: the full row for Beck Bode, LLC 5,389 $236K 0.04% -215 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 5,386 $236K 0.05% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,362 $235K <0.01% -2,431 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,354 $235K 0.01% +329 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 5,351 $235K 0.04% new 13F-HR/A Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 5,268 $231K <0.01% -524 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 5,239 $230K 0.03% -12 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,168 $227K <0.01% +136 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5,156 $226K <0.01% -909 13F-HR Timeline Group POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 5,154 $226K 0.18% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 5,193 $223K 0.1% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,077 $223K 0.03% new 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 5,012 $220K 0.1% +42 13F-HR Timeline Rangeley Capital, LLC More: the full row for Rangeley Capital, LLC 5,000 $219K 0.19% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,941 $217K 0.01% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,922 $216K 0.05% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,897 $215K <0.01% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 4,847 $212K <0.01% 0 13F-HR/A Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,831 $212K 0.07% +90 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,777 $209K <0.01% -4,700 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,752 $208K 0.01% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 4,742 $208K 0.06% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,741 $208K 0.04% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,590 $201K 0.11% -1,509 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,571 $200K 0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,569 $200K <0.01% new 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 4,382 $192K 0.15% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,218 $185K 0.01% +4 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 4,124 $181K 0.01% new 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4,057 $178K 0.13% -9,706 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,858 $169K 0.01% +150 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 3,592 $157K <0.01% +42 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,392 $149K <0.01% +177 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STEPH & CO More: the full row for STEPH & CO 3,249 $142K 0.04% +2,632 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3,118 $137K 0.04% +1,032 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 3,000 $131K 0.02% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,526 $111K 0.05% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,357 $103K <0.01% +210 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,333 $102K <0.01% -1,418 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,233 $97.9K <0.01% +226 13F-HR/A Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,148 $94.1K <0.01% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,041 $89.5K 0.07% -86 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,007 $88K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,006 $87.9K 0.05% 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,919 $84.1K 0.05% -408 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 1,918 $84.1K 0.08% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,890 $83.2K <0.01% -791 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,850 $81.1K <0.01% new 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 1,808 $79.2K 0.03% 13F-HR Timeline CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 1,775 $77.8K 0.07% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,631 $71.5K 0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,500 $65.7K <0.01% -234,545 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,442 $64K <0.01% 0 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,260 $55.2K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,229 $53.9K <0.01% -1,775 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,129 $49.5K <0.01% +821 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,105 $48.4K <0.01% +5 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 1,017 $44.6K 0.03% -612 13F-HR/A Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,008 $44.2K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,005 $44K <0.01% +47 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 1,000 $43.8K 0.02% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 869 $38.1K 0.01% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 783 $34.3K 0.01% +184 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 781 $34.2K <0.01% +109 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 767 $33.6K 0.01% -6,397 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 750 $32.9K 0.01% -300 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 736 $32.3K 0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 731 $32K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 700 $30.7K 0.04% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 678 $29.7K <0.01% +645 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 671 $29.4K 0.01% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 600 $26.3K <0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 593 $26K 0.01% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 590 $26K <0.01% -67 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 583 $25.6K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 573 $25.1K <0.01% -24 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 522 $22.9K 0.01% 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 519 $22.7K 0.02% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 500 $21.9K <0.01% -1,000 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 456 $20K <0.01% +155 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 450 $19.7K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 400 $17.5K <0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 400 $17.5K 0.01% 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 395 $17.3K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 355 $15.6K <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 343 $15K 0.01% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 339 $14.9K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 317 $13.9K <0.01% -14 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 315 $13.8K <0.01% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 314 $13.8K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 302 $13.2K <0.01% +2 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 300 $13.1K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 287 $12.6K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 274 $12K <0.01% +61 13F-HR Timeline Davidson Capital Management Inc. 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