Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,549 $454K 0.01% +66 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,540 $451K 0.18% -15 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,538 $450K 0.07% +41 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,532 $449K <0.01% +221 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,533 $448K 0.03% -400 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,520 $445K 0.09% -1,000 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,510 $442K 0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,500 $439K 0.02% 0 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 1,500 $439K 0.11% 0 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 1,500 $439K 0.11% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,492 $437K 0.05% +61 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 1,486 $435K 0.12% +8 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,481 $434K 0.17% +1 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,464 $429K 0.01% -618 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,464 $429K 0.13% new 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 1,462 $428K 0.01% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,454 $426K <0.01% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,452 $425K <0.01% new 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 1,445 $423K 0.05% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,423 $417K 0.06% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,419 $415K +7 Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,406 $412K <0.01% +103 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,395 $408K 0.25% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,390 $407K 0.01% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,729 $404K 0.01% +4 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 1,380 $404K 0.2% 0 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 1,363 $399K 0.77% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,360 $398K 0.01% +171 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 1,350 $395K 0.1% 0 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 1,350 $395K 0.29% new 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 1,340 $392K 0.23% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,337 $391K 0.01% +104 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 1,332 $390K 0.04% -1,019 13F-HR Timeline Group Shay Capital LLC More: the full row for Shay Capital LLC 1,300 $381K 0.04% -600 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,295 $379K 0.04% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,292 $378K 0.04% 0 13F-HR Timeline FRONTIER CAPITAL MANAGEMENT CO LLC More: the full row for FRONTIER CAPITAL MANAGEMENT CO LLC 1,291 $378K <0.01% -804 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,289 $377K 0.01% new 13F-HR Timeline ANB BANK More: the full row for ANB BANK 1,284 $376K 0.14% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,278 $374K 0.05% 0 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,275 $373K 0.15% -25 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,256 $368K 0.07% -44 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,250 $366K 0.04% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,247 $365K <0.01% 0 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,234 $361K 0.19% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,660 $360K 0.02% +26 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,228 $360K <0.01% +1 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,225 $359K 0.22% +20 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,224 $358K 0.01% new 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,220 $357K 0.01% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,220 $357K 0.04% +26 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,214 $355K 0.08% +13 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 1,200 $351K 0.02% -51 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 1,200 $351K 0.15% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,193 $349K 0.01% +15 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,176 $344K 0.03% new 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 1,173 $343K 0.11% +1 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,166 $341K 0.02% +60 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,615 $340K 0.01% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,158 $339K 0.01% +49 13F-HR/A Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,156 $338K <0.01% new 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,132 $331K 0.08% -78 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,130 $331K 0.02% -896 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,129 $331K <0.01% +14 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 1,116 $327K 0.02% new 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 1,518 $326K 0.01% -100 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,145 $326K <0.01% new 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,113 $326K <0.01% +36 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 1,112 $326K 0.06% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,111 $325K 0.01% new 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 1,111 $325K 0.01% 0 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 1,100 $322K 0.17% 0 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 1,090 $319K 0.01% -17 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 1,085 $318K 0.12% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 1,081 $317K 0.06% new 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 1,080 $316K 0.14% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 2,500 $316K 0.26% +2,420 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,076 $315K 0.1% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,069 $313K 0.01% +25 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,100 $312K 0.02% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,063 $311K 0.08% -32 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,062 $311K 0.01% -362 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,055 $309K 0.03% -44 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 1,050 $307K 0.1% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 1,040 $305K 0.27% -80 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,034 $303K 0.01% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,021 $299K 0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,015 $297K <0.01% -34,985 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,009 $295K 0.01% -211 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,009 $295K 0.06% new 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 1,003 $294K 0.11% new 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 1,000 $293K 0.01% new 13F-HR Timeline Group DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,000 $293K 0.06% -174 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 1,000 $293K 0.1% -150 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,000 $293K 0.01% new 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 1,000 $293K 0.14% new 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,000 $293K 0.06% new 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 998 $292K 0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 998 $292K 0.06% +451 13F-HR/A Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 988 $289K 0.01% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 985 $288K 0.03% new 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 975 $285K 0.01% new 13F-HR Timeline Group Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 974 $285K 0.03% new 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 969 $284K 0.06% -8,665 13F-HR Timeline MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 965 $283K 0.01% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 961 $281K <0.01% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 954 $279K 0.01% new 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 953 $279K 0.16% -97 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 951 $278K <0.01% +364 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 943 $276K <0.01% new 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 942 $276K 0.04% new 13F-HR/A Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 938 $275K 0.12% new 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 924 $271K 0.05% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 912 $267K 0.05% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 910 $266K 0.01% -200 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 900 $264K 0.05% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 895 $262K 0.03% -887 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 882 $258K 0.04% -1 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 881 $258K 0.03% -2,695 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 880 $258K 0.13% new 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 878 $257K 0.01% 0 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 877 $257K 0.02% new 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 870 $255K 0.07% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 867 $254K 0.02% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 863 $253K 0.01% new 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 860 $252K 0.07% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 853 $250K <0.01% +1 13F-HR Timeline Group Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 850 $249K 0.04% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 847 $248K 0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 844 $247K <0.01% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 842 $246K 0.02% -287 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 837 $245K <0.01% +577 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,127 $245K <0.01% +25 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 834 $244K 0.07% -200 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 831 $243K 0.03% new 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 828 $242K 0.07% -505 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 817 $240K <0.01% new 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 810 $237K 0.18% new 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 808 $237K <0.01% new 13F-HR Timeline Group INVESTED ADVISORS More: the full row for INVESTED ADVISORS 806 $236K 0.21% new 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 805 $236K 0.06% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 801 $235K <0.01% -258 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 816 $233K <0.01% +171 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 781 $229K <0.01% new 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 780 $228K 0.02% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 778 $228K 0.21% +736 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 775 $227K 0.02% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 773 $226K 0.03% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 771 $226K <0.01% +56 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 771 $226K 0.02% -7,561 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 770 $225K 0.12% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 768 $225K <0.01% new 13F-HR Timeline Group Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 765 $224K <0.01% -540 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 760 $223K <0.01% -11,732 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 759 $222K 0.14% +21 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 758 $222K <0.01% new 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 755 $221K 0.04% -574 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,619 $221K 0.09% -106 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 750 $220K 0.06% new 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 749 $219K 0.03% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 743 $218K 0.05% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 738 $216K 0.05% 0 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 739 $216K 0.06% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 737 $216K 0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 733 $215K 0.01% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 731 $214K <0.01% new 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 726 $213K 0.01% new 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 725 $212K 0.06% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 711 $208K 0.01% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 710 $208K 0.01% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 705 $206K 0.01% +2 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 700 $205K 0.02% new 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 700 $205K 0.09% -550 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 700 $205K 0.14% new 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 689 $202K <0.01% new 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 685 $201K 0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 671 $196K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 649 $190K 0.01% -42 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 640 $187K 0.01% -45 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 640 $187K 0.02% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 640 $187K 0.05% -45 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 600 $176K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 601 $176K -993 Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 590 $173K <0.01% new 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 571 $167K 0.01% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 570 $167K 0.03% +430 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 545 $160K 0.02% -42 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 525 $154K <0.01% +22 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 516 $151K <0.01% +25 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 515 $151K 0.01% -1,075 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 509 $149K 0.02% +503 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 505 $148K 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 505 $148K <0.01% -21 13F-HR Timeline Group Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 493 $144K 0.06% -6 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 484 $142K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 464 $136K <0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 421 $123K <0.01% +343 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 413 $121K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 503 $119K <0.01% -2 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 400 $117K 0.07% 0 13F-HR Timeline