Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 1,417 $902K 0.07% 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,099 $902K 0.01% -31 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,098 $901K 0.07% +86 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,095 $899K 0.08% -103 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 1,091 $895K 0.42% -21 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,089 $893K 0.12% -25 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,089 $893K 0.15% +201 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 1,087 $893K 0.08% -29 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,087 $892K 0.02% -75 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,085 $890K 0.01% +64 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,084 $889K 0.34% -248 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 920 $885K 0.26% +21 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,075 $882K 0.28% +285 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,072 $879K 0.16% +95 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,065 $874K 0.17% -255 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,061 $870K 0.03% +171 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,061 $870K 0.07% +38 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,058 $870K 0.2% new 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,059 $869K 0.09% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,058 $868K 0.29% 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 1,056 $866K 0.63% -82 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,055 $865K 0.02% +17 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,054 $865K 0.04% +237 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,054 $865K 0.33% -1,498 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 1,052 $863K 0.01% +193 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,044 $857K 0.52% -65 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,043 $856K 0.18% +130 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 1,040 $854K 0.65% -19 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,040 $853K 0.35% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,035 $849K 0.1% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,034 $848K 0.06% +490 13F-HR/A Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,032 $847K 0.05% +35 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,030 $845K 0.05% -280 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 1,027 $842K 0.44% +14 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,023 $839K 0.58% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,020 $837K 0.06% -133 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dakota Wealth Management More: the full row for Dakota Wealth Management 1,015 $833K 0.01% +258 13F-HR/A Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,014 $832K 0.03% +90 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,014 $832K 0.17% +845 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 859 $827K 0.17% -64 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,006 $825K 0.01% -94 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,004 $824K 0.49% -11 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,003 $823K 0.02% new 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,000 $821K 0.04% -64 13F-HR Timeline Group Harbor Advisors LLC More: the full row for Harbor Advisors LLC 1,000 $820K 0.12% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 999 $819K 0.06% new 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 992 $814K 0.08% new 13F-HR Timeline Group Great Waters Wealth Management More: the full row for Great Waters Wealth Management 992 $814K 0.09% 0 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 990 $812K 0.09% 0 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 984 $807K 0.09% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 978 $802K 0.03% +297 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 841 $801K 0.24% +1 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 970 $796K 0.02% -1 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 969 $795K 0.03% +398 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 967 $793K 0.02% +113 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 965 $792K 0.01% -1,447 13F-HR Timeline Group Bank of Marin More: the full row for Bank of Marin 960 $787K 0.54% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 960 $787K 0.33% -23 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 957 $785K 0.76% 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 957 $785K 0.02% +221 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 954 $783K 0.04% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 951 $780K 0.1% +31 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 950 $779K 0.18% -84 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 942 $777K 0.02% +182 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 947 $777K 0.05% +7 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 943 $774K 0.01% +4 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 936 $768K 0.01% +4 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 935 $767K 0.01% -95 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 925 $759K 0.4% 0 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 784 $755K 0.19% 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 919 $754K 0.03% +551 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 917 $753K 0.04% -616 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 909 $746K 0.07% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 904 $742K 0.01% -401 13F-HR Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 875 $741K 0.26% new 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 900 $738K 0.02% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 895 $734K 0.02% +575 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 890 $730K 0.52% -124 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 885 $726K 0.05% +4 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 870 $714K 0.05% +40 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 837 $712K 0.61% +85 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 862 $707K 0.01% +110 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 854 $701K 0.03% -187 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 854 $701K 0.02% new 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 848 $696K 0.18% -108 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 847 $695K 0.5% +6 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 843 $692K 0.01% +34 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 842 $691K 0.06% -59 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 840 $689K 0.02% -29 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 838 $687K 0.26% 0 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 836 $686K 0.02% new 13F-HR Timeline Group Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 835 $686K 0.07% +25 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 835 $685K 0.06% 0 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 833 $683K 0.2% -1 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 824 $682K 0.06% +358 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 830 $681K 0.08% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 830 $681K 0.27% -20 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 829 $681K 0.03% -44 13F-HR Timeline Group Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 829 $680K 0.17% 0 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 828 $679K <0.01% -1,700 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 823 $675K 0.16% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 816 $669K 0.09% +96 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 815 $669K 0.14% 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 814 $668K 0.33% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 813 $667K 0.03% +6 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 811 $665K 0.05% -82 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 808 $663K 0.07% -75 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 801 $658K 0.09% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 802 $658K 0.39% +174 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 800 $657K 0.14% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 800 $656K 0.42% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 799 $655K 0.27% +1 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 800 $655K 0.18% +322 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 797 $653K 0.05% +178 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 795 $652K 0.23% 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 793 $650K 0.18% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 789 $647K 0.02% -138 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 789 $647K 0.17% -403 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 789 $647K 0.18% +16 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 689 $646K 0.25% +13 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 788 $646K 0.03% +278 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 788 $646K 0.03% 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 787 $646K 0.09% -40 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 778 $638K 0.01% -84 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 773 $634K 0.07% +6 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 772 $633K 0.03% -90 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 772 $633K 0.05% +91 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 771 $632K 0.05% +134 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 768 $630K 0.28% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 766 $628K 0.05% +41 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 760 $627K 0.21% -23 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 764 $627K 0.28% -5 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 763 $626K 0.08% +3 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 763 $626K 0.11% 0 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 763 $626K 0.41% -15 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 762 $625K 0.03% new 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 762 $625K 0.39% +136 13F-HR/A Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 762 $625K 0.13% 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 756 $621K 0.12% +13 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 756 $620K 0.07% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 754 $619K 0.03% -12 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 751 $616K 0.01% +13 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 747 $614K 0.02% +159 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 748 $614K 0.35% +2 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 746 $612K 0.03% +5 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 745 $611K 0.01% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 744 $610K 0.26% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 742 $609K 0.06% new 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 741 $608K 0.09% +369 13F-HR Timeline Group Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 739 $606K 0.22% +13 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 739 $606K 0.21% +27 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 728 $597K 0.6% -17 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 726 $596K 0.17% -65 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 726 $596K 0.1% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 723 $593K 0.02% new 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 710 $592K 0.44% 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 721 $591K 0.1% -27 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 719 $590K 0.07% 0 13F-HR/A Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 718 $588K 0.16% +1 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 715 $587K 0.02% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 714 $586K 0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 712 $585K 0.19% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 711 $583K 0.06% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 710 $582K 0.09% +403 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 709 $582K 0.21% 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 702 $581K 0.04% +28 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 708 $581K 0.28% +20 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 707 $580K <0.01% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 706 $580K 0.04% +14 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 706 $579K 0.04% -44 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 705 $578K 0.12% +85 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 702 $576K 0.5% 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 701 $575K 0.23% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 697 $572K 0.04% 0 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 697 $572K 0.15% +4 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 690 $566K +51 Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 689 $565K 0.11% 0 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 688 $564K 0.03% 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 687 $564K 0.45% +38 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 687 $564K 0.05% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 688 $563K 0.01% -9 13F-HR Timeline Group Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 685 $562K 0.12% +54 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 683 $561K 0.07% -2 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 682 $560K 0.54% 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 682 $559K 0.09% +123 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 680 $558K 0.02% -91 13F-HR Timeline Group Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 675 $554K 0.17% 0 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 673 $553K 0.17% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 673 $552K 0.04% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 663 $544K 0.16% +30 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 662 $543K 0.07% 0 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 660 $541K 0.28% +11 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 657 $539K 0.17% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 655 $537K 0.21% -312 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 654 $536K 0.03% -10 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 654 $536K 0.39% -100 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 650 $534K 0.16% 13F-HR Timeline Group RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 644 $528K 0.29% -492 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 640 $525K 0.02% 0 13F-HR Timeline Group Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 640 $525K 0.47% 13F-HR Timeline