Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 7,978 $1.7M 0.44% -60 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 7,934 $1.7M 1.03% -8,212 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 7,913 $1.69M 0.72% -337 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 7,811 $1.67M 0.09% +1,096 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,770 $1.66M 0.11% +532 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 7,710 $1.65M 0.28% +2,865 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 7,696 $1.64M 0.09% +3,218 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 7,674 $1.64M 0.07% +2,151 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 7,641 $1.63M 0.75% -928 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,639 $1.63M 0.06% -92 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,545 $1.63M 0.03% +370 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 7,638 $1.63M 1.57% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 7,613 $1.63M 0.16% +3,350 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 7,553 $1.61M <0.01% +1,419 13F-HR Timeline Group HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 7,551 $1.61M 0.32% +532 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 7,535 $1.61M 0.21% +444 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 7,458 $1.59M 0.54% +3,918 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 7,404 $1.58M 0.27% -2,856 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 7,378 $1.58M 1.26% -275 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 7,079 $1.57M 0.11% -936 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 7,351 $1.57M 0.31% +96 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 7,326 $1.57M 0.01% -4,663 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 7,310 $1.56M 0.2% -2,669 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 6,538 $1.56M 0.1% new 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 7,305 $1.56M 0.11% +23 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,296 $1.56M 0.03% +341 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 7,254 $1.55M 0.15% +3,360 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 7,213 $1.54M 0.22% +1,014 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,216 $1.54M 0.32% -208 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 7,211 $1.54M 0.21% -840 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 7,170 $1.53M 0.79% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 7,134 $1.52M 0.72% -14,964 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 7,119 $1.52M 0.03% -78 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,101 $1.52M 0.07% +590 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 7,100 $1.52M 2.4% +2,400 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 7,052 $1.51M 0.38% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,047 $1.51M 0.11% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,022 $1.5M 0.06% -136 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 7,000 $1.5M 0.41% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 7,000 $1.5M 0.1% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 6,992 $1.49M +2,700 Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,978 $1.49M 0.06% -443 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 6,945 $1.48M 0.24% +248 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,927 $1.48M 0.11% +3,354 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 6,888 $1.47M 1.12% +261 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 6,876 $1.47M 0.07% -861 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,876 $1.47M 0.17% +1,276 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 6,853 $1.46M 0.2% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 6,844 $1.46M 0.63% +369 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 6,848 $1.46M 0.04% new 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 6,823 $1.46M 0.33% -3,969 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 6,821 $1.46M 0.98% +61 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 6,814 $1.46M 0.59% -921 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 6,790 $1.45M 0.1% -303 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 7,250 $1.45M 0.06% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 6,761 $1.44M 0.23% 0 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 6,730 $1.44M 0.39% 0 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 6,701 $1.43M 0.22% -33 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 6,690 $1.43M 0.6% -1,213 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 6,664 $1.42M 0.01% -1,201 13F-HR Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 6,639 $1.42M 0.27% -3,900 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,637 $1.42M 0.12% +211 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 6,635 $1.42M 0.02% -10,338 13F-HR Timeline Group BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 6,616 $1.41M 1.12% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,586 $1.41M 0.02% +4,002 13F-HR/A Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 6,608 $1.41M 0.37% -166 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,601 $1.41M 0.07% +148 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 6,600 $1.41M 0.43% +1,920 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 6,583 $1.41M 1.38% +450 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 6,579 $1.41M 0.37% -291 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,575 $1.4M 0.07% +6 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 6,530 $1.4M 0.1% +202 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 5,374 $1.39M 0.3% +70 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 6,512 $1.39M 0.08% +4,266 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6,494 $1.39M 0.15% +202 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 6,494 $1.39M 0.78% new 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 6,477 $1.38M 0.32% 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 6,465 $1.38M 0.46% +600 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 6,452 $1.38M 0.12% -7,649 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 6,432 $1.37M 0.08% new 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 6,387 $1.36M 0.04% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 6,367 $1.36M 0.17% -207 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 6,350 $1.36M 1.27% 0 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 6,339 $1.35M 0.64% +16 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,328 $1.35M 0.04% +906 13F-HR Timeline Integrity Wealth Partners, LLC More: the full row for Integrity Wealth Partners, LLC 6,324 $1.35M 1.22% 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,307 $1.35M 0.09% -48,077 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 6,275 $1.34M 0.22% -843 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,267 $1.34M 0.07% +882 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 6,254 $1.34M 0.72% -219 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 6,199 $1.32M 0.02% -6,617 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 6,180 $1.32M 0.35% +5,908 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 6,150 $1.31M 0.01% +650 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 6,111 $1.31M 0.51% 13F-HR/A Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 6,096 $1.3M 0.09% +754 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 6,085 $1.3M 0.72% +355 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 6,073 $1.3M 0.03% +206 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 6,064 $1.3M 0.16% +5,858 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,061 $1.29M 0.1% -76 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 6,060 $1.29M 0.48% +266 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 6,046 $1.29M 0.2% -540 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 6,044 $1.29M 0.49% -2,200 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6,019 $1.29M 0.05% -22,243 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 6,011 $1.28M 0.35% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5,942 $1.27M 0.12% -95 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 6,340 $1.27M 0.22% new 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 5,932 $1.27M 0.15% -37,029 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,916 $1.27M 0.15% -70 13F-HR Timeline Galaxy Digital Capital Management GP LLC in group Galaxy Group Investments LLC More: the full row for Galaxy Digital Capital Management GP LLC 5,914 $1.26M 1.63% -2,270 13F-HR Timeline Group Providence First Trust Co More: the full row for Providence First Trust Co 5,903 $1.26M 0.44% +396 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 5,889 $1.26M 0.44% +1,174 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,880 $1.26M 0.16% +1,044 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 5,880 $1.26M 0.99% +4,673 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 5,866 $1.25M 0.04% new 13F-HR Timeline Group Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 5,864 $1.25M 0.65% -108 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 5,852 $1.25M 0.55% +289 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,844 $1.25M 0.08% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 5,837 $1.25M 0.05% -6,910 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 5,835 $1.25M 0.23% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 5,781 $1.24M 0.02% -1,440 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 5,760 $1.23M 0.28% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 5,750 $1.23M 0.31% 0 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 5,740 $1.23M 0.17% -2,634 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 5,732 $1.22M 0.01% +192 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,698 $1.22M 0.13% -327 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,681 $1.21M 0.02% +1,241 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 5,652 $1.21M 0.55% +1,594 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 5,636 $1.2M 0.38% -308 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 7,011 $1.2M 0.11% +100 13F-HR Timeline Group Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 5,615 $1.2M 0.5% new 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 5,609 $1.2M 0.2% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 5,608 $1.2M 0.19% +141 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,604 $1.2M 0.09% +963 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,596 $1.2M 0.07% +1,699 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,581 $1.19M 0.26% -1,848 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 5,547 $1.19M 0.31% -1,173 13F-HR Timeline GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 5,542 $1.18M +3,152 Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 5,514 $1.18M 0.12% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 5,514 $1.18M 0.13% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 4,577 $1.17M 0.19% -10,837 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 5,474 $1.17M 0.2% +65 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 5,470 $1.17M 0.42% -660 13F-HR Timeline Group Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 5,437 $1.16M 0.33% +5,146 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 5,437 $1.16M 0.33% -564 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 5,432 $1.16M 0.37% -1,563 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 5,428 $1.16M 1.24% 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 5,392 $1.15M 0.61% -108 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,390 $1.15M 0.26% +301 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,327 $1.14M 0.1% -193 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 5,335 $1.14M 0.2% +236 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 5,324 $1.14M 0.36% +51 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 5,321 $1.14M 0.29% -991 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 5,319 $1.14M 0.74% -4,141 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,316 $1.14M 0.05% +7 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 5,288 $1.13M 0.51% -336 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 5,290 $1.13M 0.24% +16 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 5,276 $1.13M 0.33% -2,502 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 5,257 $1.12M 0.81% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 5,234 $1.12M 0.17% +2,132 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,225 $1.12M 0.03% +3,391 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,218 $1.11M 0.09% -290 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,016 $1.11M 0.02% +734 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 5,206 $1.11M 1.33% -2,557 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 5,200 $1.11M 0.23% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,190 $1.11M 0.09% +265 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 5,179 $1.11M 0.05% +4,349 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 5,174 $1.11M 0.1% +117 13F-HR Timeline Verdad Advisers, LP More: the full row for Verdad Advisers, LP 5,163 $1.1M 1.24% -10,308 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 5,155 $1.1M 0.32% +540 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 5,148 $1.1M 0.29% 0 13F-HR Timeline VectorGlobal IAG, Inc. More: the full row for VectorGlobal IAG, Inc. 5,135 $1.1M 0.28% 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 5,134 $1.1M 0.59% -3,181 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 5,125 $1.1M 0.22% +3,108 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 5,106 $1.09M 0.55% new 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 5,102 $1.09M 0.1% -34 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 5,077 $1.08M <0.01% +2,640 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,073 $1.08M 0.11% +70 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 5,069 $1.08M 0.41% -3,827 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 5,058 $1.08M 0.24% -1,261 13F-HR Timeline Caldwell Investment Management Ltd. More: the full row for Caldwell Investment Management Ltd. 5,400 $1.08M 0.42% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 5,050 $1.08M 0.07% +1,860 13F-HR Timeline Group Index Technologies Group LLC More: the full row for Index Technologies Group LLC 5,045 $1.08M 1.17% +31 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 5,033 $1.08M 0.04% +28 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 5,032 $1.08M 0.46% new 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 5,029 $1.07M 0.2% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,004 $1.07M 0.11% +926 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,002 $1.07M 0.06% -808 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,994 $1.07M 0.02% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 4,990 $1.07M 0.53% 0 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 4,982 $1.06M 0.67% -1,604 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,014 $1.06M 0.06% +239 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 4,980 $1.06M 0.14% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,980 $1.06M 0.38% 0 13F-HR Timeline Group Q3 Asset Management More: the full row for Q3 Asset Management 4,982 $1.06M 0.26% new 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 4,973 $1.06M 0.06% +2,822 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 4,950 $1.06M 0.18% 0 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 4,932 $1.05M 0.18% +245 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,925 $1.05M 0.07% -697 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 4,900 $1.05M 0.15% 0 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 4,909 $1.05M 0.03% +2,496 13F-HR Timeline Group