PFG Investments, LLC More: the full row for PFG Investments, LLC 231 $400K 0.02% -31 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 231 $399K 0.02% +2 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 252 $398K 0.01% +45 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 230 $398K 0.04% +1 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 230 $398K 0.25% +1 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 230 $398K -4,553 Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 229 $396K 0.05% -138 13F-HR/A Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 228 $394K 0.01% -3,235 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 227 $394K 0.01% -13 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 228 $394K 0.02% -37 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 227 $392K 0.03% -1 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 226 $391K 0.03% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 226 $391K 0.05% -89 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 230 $390K 0.02% -362 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 225 $390K <0.01% +48 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 225 $389K 0.09% +77 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 224 $387K 0.42% -172 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 222 $384K 0.05% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 220 $381K 0.01% -70 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 220 $380K 0.05% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 219 $379K 0.03% +70 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 219 $379K 0.34% +68 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 215 $372K 0.18% 0 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 215 $372K <0.01% +1 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 215 $372K 0.01% +18 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 213 $369K 0.04% -7 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 213 $368K 0.01% -71 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 213 $368K 0.01% +39 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 212 $367K 0.01% +6 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 210 $363K 0.06% new 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 224 $363K 0.02% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 208 $360K 0.06% -7 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 208 $360K 0.31% +20 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 207 $358K 0.01% +14 13F-HR/A Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 206 $356K 0.04% +51 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 204 $353K 0.26% +15 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 204 $353K <0.01% +58 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 203 $351K 0.01% new 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 203 $351K 0.09% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 203 $351K 0.01% new 13F-HR Timeline Group Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 202 $349K 0.03% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 202 $349K 0.04% 0 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 203 $349K 0.32% -5 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 201 $348K 0.02% -1,039 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 201 $348K 0.03% -4 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 200 $346K 0.12% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 200 $346K 0.01% -15 13F-HR/A Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 200 $346K 0.06% -12 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 200 $346K 0.12% +170 13F-HR/A Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 200 $346K 0.15% 0 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 200 $346K 0.06% -2 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 199 $344K 0.23% +3 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 199 $344K 0.2% +7 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 198 $343K 0.02% +89 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 197 $341K <0.01% -257 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 184 $339K 0.02% +64 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 196 $339K 0.03% +69 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 196 $339K 0.08% +29 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 195 $337K 0.02% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 195 $337K 0.05% +75 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 194 $335K <0.01% -4 13F-HR Timeline Group WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 192 $332K 0.25% +70 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 191 $330K 0.03% +82 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 191 $330K 0.31% new 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 190 $329K 0.23% -2 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 189 $328K 0.23% +4 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 189 $327K 0.01% -353 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 188 $325K 0.02% -2,859 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 188 $325K 0.01% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 188 $325K 0.03% +23 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 160 $322K 0.05% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 186 $322K 0.01% +14 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 186 $322K 0.23% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 185 $320K 0.05% +1 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 184 $318K 0.14% +9 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 184 $318K 0.02% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 183 $316K 0.04% +33 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 180 $311K 0.14% +17 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 180 $311K 0.56% -43 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 180 $311K 0.01% new 13F-HR Timeline Group Downshift Financial, LLC More: the full row for Downshift Financial, LLC 174 $311K 0.16% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 179 $309K 0.12% -19 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 178 $308K 0.04% +43 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 177 $306K 0.63% -36 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 177 $306K 0.19% +1 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 175 $303K 0.07% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 173 $299K 0.02% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 173 $299K 0.01% -446 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 173 $299K 0.02% new 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 172 $297K <0.01% -2 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 172 $297K 0.01% +3 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 171 $296K 0.2% +2 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 170 $294K 0.03% -35 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 169 $292K <0.01% -114 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 168 $290K 0.04% +10 13F-HR Timeline Delaney Capital Management Ltd. More: the full row for Delaney Capital Management Ltd. 168 $290K 0.05% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 167 $289K <0.01% +10 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 167 $289K 0.02% -1 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 166 $288K 0.04% -1 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 166 $287K 0.07% -96 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 165 $285K 0.25% -45 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 165 $285K 0.06% +5 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 164 $284K 0.04% -91 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 159 $282K 0.01% -3 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 163 $282K 0.11% +39 13F-HR/A Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 163 $281K 0.09% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 162 $280K 0.01% new 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 161 $278K 0.13% +31 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 161 $278K 0.11% 0 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 160 $277K 0.01% +31 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 159 $275K 0.18% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 157 $271K 0.01% +16 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 157 $271K 0.09% -36 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 156 $270K <0.01% -130 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 156 $270K 0.01% +11 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 156 $270K 0.29% +19 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 155 $268K 0.15% -38 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 154 $266K 0.03% +27 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 154 $266K 0.11% 0 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 154 $266K 0.15% -29 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 153 $265K 0.13% -1 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 152 $263K 0.03% +23 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 152 $263K 0.12% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 151 $261K 0.01% -15 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 150 $259K <0.01% 0 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 150 $259K 0.01% -12 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 150 $259K 0.05% 0 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 148 $256K 0.08% +18 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 146 $252K 0.09% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 146 $252K 0.02% -128 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 144 $249K 0.03% +16 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 144 $249K 0.02% -32 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 144 $249K 0.03% -291 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 144 $249K 0.03% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 141 $244K 0.1% 13F-HR Timeline Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 141 $244K <0.01% -65 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 141 $244K 0.07% 0 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 140 $242K 0.1% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 140 $242K <0.01% -1 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 131 $241K 0.1% +18 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 134 $240K 0.01% -1 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 137 $237K <0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 137 $237K 0.11% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 136 $236K 0.11% +2 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 136 $235K 0.02% new 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 136 $235K 0.02% -62 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 136 $235K 0.16% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 136 $235K <0.01% +4 13F-HR Timeline Busey Bank More: the full row for Busey Bank 136 $235K 0.01% 0 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 116 $234K 0.14% 0 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 135 $233K 0.05% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 134 $232K 0.01% -14 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 132 $229K <0.01% -59 13F-HR/A Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 132 $228K 0.34% +16 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 131 $227K 0.13% +6 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 131 $226K 0.01% -9 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 130 $225K 0.09% 13F-HR/A Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 130 $225K <0.01% +6 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 130 $225K 0.01% +26 13F-HR/A Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 129 $224K 0.01% -24 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 129 $223K 0.02% -11 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 128 $221K 0.02% -10 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 128 $221K 0.25% +79 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 128 $221K 0.03% +20 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 126 $218K 0.01% -78 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 126 $218K 0.02% +19 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 125 $216K 0.08% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 124 $214K 0.01% -38 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 124 $214K 0.01% -6 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 132 $214K 0.01% -14 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 123 $213K 0.03% +3 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 122 $211K 0.04% 0 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 122 $211K 0.23% -50 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 122 $211K 0.05% +6 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 122 $211K 0.02% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 122 $211K 0.01% 0 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 151 $210K 0.11% 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 121 $210K <0.01% -3 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 121 $209K 0.02% +10 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 121 $209K 0.01% +1 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 121 $209K 0.07% -182 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 120 $208K 0.04% -4 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 120 $207K 0.05% -22 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 120 $207K <0.01% -10 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 119 $206K <0.01% -27 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 119 $206K 0.01% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 114 $204K 0.02% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 118 $204K 0.04% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 118 $204K 0.02% -4 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 118 $204K <0.01% +15 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 118 $204K 0.03% -64 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 118 $203K <0.01% -87 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 117 $203K 0.01% -16 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 116 $201K 0.04% new 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 116 $201K 0.05% +12 13F-HR Timeline CX Institutional More: the full row for CX Institutional 115 $199K 0.01% -8 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 115 $199K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 107 $186K 0.06% -18 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 105 $182K 0.02% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 104 $180K 0.02% +50 13F-HR Timeline