POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 1,850 $344K 0.16% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,837 $342K 0.01% new 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 1,834 $341K 0.24% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,830 $341K 0.01% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,828 $340K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,819 $339K 0.01% +705 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,815 $338K 0.02% +128 13F-HR Timeline Group Five Oceans Advisors More: the full row for Five Oceans Advisors 1,815 $338K 0.14% +17 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,815 $338K 0.05% +15 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 1,808 $337K 0.06% +184 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,801 $335K 0.01% +317 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,793 $334K 0.05% +84 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 1,778 $331K 0.1% -230 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,769 $329K 0.03% +48 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,728 $322K 0.03% -566 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,724 $321K 0.06% -662 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 1,702 $317K 0.15% +119 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,697 $316K 0.03% new 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 1,691 $315K 0.14% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,688 $314K 0.03% +127 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 1,669 $311K 0.71% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,668 $310K 0.01% +23 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,666 $310K 0.03% 0 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 1,666 $310K 0.19% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,655 $308K <0.01% -116 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,639 $305K 0.01% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,637 $305K 0.07% -9 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,629 $303K 0.01% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,622 $302K 0.07% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,405 $300K 0.01% +560 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,610 $299K 0.02% +242 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,600 $298K 0.02% new 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,600 $298K 0.31% 0 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,599 $298K 0.2% -201 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,598 $297K 0.14% -56 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,591 $296K 0.01% -53 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,614 $294K 0.03% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,573 $293K 0.06% new 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 1,572 $293K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,570 $292K <0.01% +1,252 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,568 $292K 0.02% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,567 $292K 0.02% 0 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,566 $291K 0.2% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,564 $291K 0.02% new 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,540 $287K 0.02% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,518 $283K 0.01% -400 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,516 $282K 0.01% new 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 1,516 $282K 0.21% -583 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,509 $281K 0.07% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,508 $281K 0.02% -1,034 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,506 $280K 0.01% +312 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,506 $280K 0.09% -316 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,503 $280K 0.11% -1,095 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,494 $278K 0.08% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,491 $278K 0.04% +61 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,490 $277K 0.08% -2,270 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,476 $275K 0.03% new 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,476 $275K 0.15% new 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 1,468 $273K 0.13% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,467 $273K 0.08% new 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,466 $273K 0.13% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,475 $273K 0.03% new 13F-HR/A Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,527 $273K 0.12% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,464 $272K 0.01% -558 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,456 $271K 0.02% -19,192 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,451 $270K 0.04% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,450 $270K 0.06% new 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 1,441 $268K 0.15% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,653 $268K 0.02% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,430 $266K <0.01% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,425 $265K 0.01% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,414 $263K 0.01% new 13F-HR Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,412 $263K 0.12% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,407 $262K 0.01% +468 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,405 $262K 0.05% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,405 $262K 0.65% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,403 $261K 0.01% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,401 $261K 0.08% 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 1,400 $261K new Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,400 $261K 0.05% new 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 1,400 $261K 0.43% -2,152 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,391 $259K 0.07% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,389 $259K <0.01% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,390 $258K <0.01% -902 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,383 $257K <0.01% +186 13F-HR/A Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,383 $257K 0.02% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,379 $257K 0.01% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,378 $256K <0.01% new 13F-HR Timeline Group Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 1,378 $256K 0.05% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,374 $256K 0.04% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,368 $255K 0.01% -314 13F-HR/A Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,368 $255K 0.13% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 1,368 $255K 0.03% new 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 1,363 $254K 0.16% 0 13F-HR/A Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,360 $253K 0.07% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,354 $252K 0.02% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,350 $251K <0.01% new 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,398 $251K 0.14% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 1,347 $251K 0.08% -471 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,343 $250K 0.04% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,339 $249K 0.04% 0 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,338 $249K 0.12% new 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 1,336 $249K 0.08% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,333 $248K <0.01% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,333 $248K 0.04% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,333 $248K 0.1% new 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 1,332 $248K 0.06% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,331 $248K 0.17% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,324 $246K <0.01% new 13F-HR Timeline Group JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,312 $244K 0.02% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,309 $244K 0.01% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,309 $244K 0.02% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,309 $244K 0.08% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,283 $243K 0.02% new 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,301 $242K 0.09% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,300 $242K <0.01% +1,018 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,163 $242K 0.06% new 13F-HR/A Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,298 $242K 0.11% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,293 $241K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,290 $240K 0.07% new 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,271 $237K 0.04% new 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,266 $236K 0.01% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,265 $236K 0.01% new 13F-HR Timeline Group Trust Investment Advisors More: the full row for Trust Investment Advisors 1,260 $235K 0.14% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,259 $234K 0.03% -1,134 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,251 $233K 0.01% new 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 1,250 $233K 0.19% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,247 $232K 0.11% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,241 $231K <0.01% new 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,240 $231K 0.01% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,226 $228K 0.01% new 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 1,219 $227K 0.11% new 13F-HR/A Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 1,219 $226K 0.11% new 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 1,206 $224K <0.01% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,205 $224K 0.03% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,205 $224K <0.01% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,202 $224K 0.02% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,202 $224K 0.02% new 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 1,200 $223K 0.01% new 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 1,200 $223K 0.08% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,198 $223K 0.08% new 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 1,195 $222K 0.09% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,194 $222K 0.01% new 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 1,193 $222K 0.01% new 13F-HR/A Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,190 $222K 0.04% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,185 $221K 0.03% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,182 $220K 0.07% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,181 $220K 0.01% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,176 $219K 0.03% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,166 $217K 0.02% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,162 $216K 0.07% new 13F-HR/A Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 1,162 $216K 0.07% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,147 $213K 0.06% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,146 $213K 0.02% new 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 1,144 $213K 0.1% new 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 1,130 $210K 0.18% new 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 1,129 $210K 0.03% new 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 1,123 $209K 0.08% new 13F-HR/A Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 1,118 $208K 0.07% 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,110 $207K 0.05% new 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,109 $206K 0.17% -245 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 1,109 $206K 0.06% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,109 $206K 0.01% -566 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,108 $206K 0.02% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,103 $205K 0.01% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,101 $205K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,099 $205K 0.02% +363 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,121 $204K 0.03% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,093 $203K 0.09% -150 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,091 $203K 0.07% +38 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,083 $202K 0.02% new 13F-HR Timeline Group FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 1,078 $201K 0.09% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,074 $200K 0.08% +978 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,039 $193K 0.12% +48 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,036 $193K 0.09% +1 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,030 $192K <0.01% -4,173 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,024 $191K 0.14% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,001 $186K 0.07% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,000 $186K 0.03% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 997 $186K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,694 $185K 0.02% +1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 964 $179K 0.03% -21 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 938 $175K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 918 $171K <0.01% +92 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 900 $168K 0.07% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 894 $166K 0.01% -47 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 878 $162K 0.03% +779 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 850 $158K 0.11% -699 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 839 $156K 0.06% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 833 $155K <0.01% +393 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 830 $154K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 818 $152K 0.03% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 800 $149K 0.02% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 800 $149K 0.1% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 772 $144K 0.02% +150 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 754 $140K 0.01% +40 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 744 $139K 0.01% +71 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 743 $138K 0.07% +1 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 736 $137K <0.01% -312 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 717 $133K 0.07% 0 13F-HR Timeline