CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 5,442 $487K 0.63% -14 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 5,729 $485K 0.03% +105 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,499 $485K 0.04% -14 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,705 $483K 0.03% +239 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,698 $482K 0.01% new 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 5,688 $481K 0.17% -33 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 5,668 $480K <0.01% -281 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 5,623 $476K 0.3% -142 13F-HR/A Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 5,622 $476K 0.07% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,607 $475K 0.01% -107 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 5,581 $472K 0.12% 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 5,548 $470K <0.01% 13F-HR Timeline Group Wise Wealth Partners More: the full row for Wise Wealth Partners 5,544 $469K 0.67% new 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 5,489 $465K 0.13% +54 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 5,482 $464K 0.11% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,481 $464K 0.01% +10 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,449 $461K 0.11% +101 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,445 $461K 0.16% -15 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,440 $460K 0.05% +159 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5,439 $460K 0.25% 0 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 5,042 $458K 0.33% -2,227 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,401 $457K 0.05% -2,030 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,400 $457K 0.02% new 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 5,387 $456K 0.53% 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,361 $454K 0.03% +2,050 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,314 $450K <0.01% 0 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,302 $449K 0.01% -187 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,301 $449K 0.01% +1,049 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 5,271 $446K 0.02% +1,699 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 5,266 $446K 0.24% -410 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 5,228 $442K 0.3% -475 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,150 $436K 0.01% -119 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 5,150 $436K 0.33% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 5,125 $434K <0.01% 0 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,120 $433K 0.03% +753 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 5,000 $423K 0.02% 0 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 5,000 $423K 0.15% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,968 $420K 0.01% +2,249 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 4,962 $420K 0.13% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,950 $419K 0.03% -25 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 4,925 $417K 0.18% 0 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 4,896 $414K 0.04% +254 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,891 $414K 0.03% +29 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 4,885 $413K 0.1% +90 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,882 $413K 0.03% +450 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 4,854 $411K 0.04% +23 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 4,822 $408K 0.04% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,804 $407K 0.06% +506 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,791 $406K 0.07% +305 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,786 $405K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 4,758 $403K 0.12% +1,192 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,794 $402K 0.05% +679 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,740 $401K 0.02% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,735 $401K 0.01% -107 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,728 $400K <0.01% +1,033 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 4,716 $399K 0.05% 0 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 4,613 $390K 0.2% +264 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,609 $390K 0.14% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,591 $389K 0.03% 0 13F-HR Timeline Group May Hill Capital, LLC More: the full row for May Hill Capital, LLC 4,544 $385K 0.1% -54 13F-HR/A Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 4,541 $384K 0.05% -894 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 4,171 $384K 0.19% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4,529 $383K 0.05% +4,395 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 4,504 $381K 0.03% 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 4,491 $380K 0.01% 0 13F-HR Timeline Group Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 4,479 $379K 0.11% -224 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 4,448 $376K 0.09% +646 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,445 $376K 0.05% +2 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 4,417 $374K 0.12% +81 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,382 $371K 0.02% +38 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 4,014 $370K 0.08% new 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 4,363 $369K 0.23% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,362 $369K 0.07% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,336 $367K 0.12% -276 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 4,329 $366K 0.05% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 4,314 $365K 0.13% 0 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 4,201 $361K 0.14% 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 4,100 $361K 0.13% -90 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 4,263 $361K 0.22% +41 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,255 $360K 0.05% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,249 $360K 0.02% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,935 $357K 0.01% +1,089 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 4,150 $351K 0.34% 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,110 $348K 0.06% +49 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 4,102 $347K 0.19% +1 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 4,100 $347K <0.01% new 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 4,070 $344K 0.08% +76 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,048 $343K 0.02% -259 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,033 $341K 0.05% +389 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 4,027 $341K 0.21% new 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 3,653 $340K 0.1% 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,993 $338K 0.01% -4 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 3,987 $337K 0.17% 0 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,985 $337K 0.02% -29 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 3,955 $335K 0.06% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,938 $333K 0.04% +44 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,915 $331K <0.01% +278 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,909 $331K 0.05% -5,037 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,903 $330K <0.01% +1,451 13F-HR Timeline Group Financial Architects, LLC More: the full row for Financial Architects, LLC 3,880 $328K 0.18% new 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 3,848 $326K 0.12% 0 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 3,837 $325K 0.17% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,811 $323K <0.01% -2,380 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,785 $320K 0.01% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,758 $318K 0.02% +485 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,713 $314K 0.03% +308 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,704 $313K 0.01% +119 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,698 $313K 0.04% 0 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 3,674 $311K 0.11% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,648 $309K <0.01% +402 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 3,613 $306K 0.07% +43 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 3,610 $306K 0.04% +160 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,601 $305K 0.02% +17 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,589 $304K 0.09% -89 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,550 $300K 0.02% 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,533 $299K 0.07% +574 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,530 $299K 0.07% +282 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 3,512 $297K 0.21% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,508 $297K 0.02% +475 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 3,507 $297K <0.01% -7 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,488 $295K 0.01% -19 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 3,485 $295K 0.08% 0 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 3,481 $295K 0.02% -388 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 3,472 $294K 0.2% -31 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 3,447 $292K 0.04% +58 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 3,438 $291K 0.22% -349 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 3,431 $290K 0.14% +298 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,431 $290K 0.01% new 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 3,412 $289K 0.3% -936 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,384 $286K 0.05% +876 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,379 $286K 0.06% -530 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,377 $286K 0.03% 0 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 3,375 $286K 0.1% -1,708 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 3,367 $285K 0.17% 0 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 3,355 $284K 0.08% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,321 $281K 0.01% -142 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,318 $281K 0.07% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,317 $281K 0.09% -580 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,261 $276K 0.02% +3,226 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,254 $275K 0.03% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,232 $274K 0.01% new 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 3,231 $273K 0.1% +20 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,223 $273K 0.01% -159 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,195 $270K 0.01% +316 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,180 $269K 0.02% 0 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 3,169 $268K 0.05% +54 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 3,165 $268K 0.01% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,151 $267K 0.08% +39 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 3,148 $266K 0.12% new 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 3,141 $266K 0 Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,092 $262K 0.04% 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 3,023 $262K 0.19% 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 3,088 $261K 0.43% +26 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,087 $261K <0.01% new 13F-HR/A Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,053 $258K 0.04% -4,199 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,043 $258K <0.01% -63 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 3,025 $256K 0.02% -305 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 3,024 $256K 0.09% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 3,023 $256K 0.03% 0 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 3,016 $255K 0.05% +23 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,015 $255K <0.01% 0 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 2,976 $252K 0.25% +6 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,969 $251K 0.08% +31 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 2,958 $250K 0.25% +334 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 2,945 $249K 0.13% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,932 $248K 0.01% new 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2,928 $248K 0.02% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,900 $245K 0.02% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,892 $245K 0.03% new 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 2,881 $244K <0.01% 0 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,799 $237K 0.04% +3 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 2,776 $235K 0.12% +51 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,768 $234K <0.01% -383 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,767 $234K 0.03% 0 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 2,763 $234K 0.17% 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,709 $229K <0.01% new 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2,698 $228K 0.04% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,649 $224K 0.06% +5 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 2,632 $223K 0.09% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,619 $222K 0.08% new 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,619 $222K 0.08% 0 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 2,567 $217K 0.02% -406 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 2,566 $217K 0.04% new 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 2,525 $214K 0.1% 0 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 2,510 $212K 0.09% -34 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,503 $212K <0.01% -438 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 2,502 $212K 0.03% -238 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,500 $212K 0.02% -4 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 2,481 $210K 0.07% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,476 $210K 0.01% -1,672 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,475 $209K 0.02% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,464 $209K <0.01% new 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,442 $207K 0.05% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,415 $204K <0.01% -498 13F-HR Timeline Group Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 2,414 $204K 0.06% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,380 $201K <0.01% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,378 $201K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,372 $201K 0.06% -1,380 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,366 $200K 0.05% new 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,363 $200K 0.04% new 13F-HR Timeline