PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,956 $609K 0.04% +2,817 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 4,946 $608K 0.03% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,936 $607K 0.05% +505 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 4,926 $606K 0.07% 0 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 4,864 $598K <0.01% -99 13F-HR Timeline Group Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,857 $597K 0.14% +827 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,854 $597K 0.01% -235 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,852 $596K 0.05% +657 13F-HR Timeline Group JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 4,706 $579K 0.05% +1,232 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 4,690 $577K 0.14% -1,100 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 7,926 $576K 0.01% +4,947 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,668 $574K 0.01% -616 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cynosure Group, LLC More: the full row for Cynosure Group, LLC 4,657 $572K 0.09% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,041 $571K 0.01% new 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 4,592 $564K <0.01% -183 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 4,569 $562K <0.01% +783 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,442 $546K 0.07% +615 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 4,432 $545K 0.11% -33 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 4,432 $545K 0.09% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,412 $542K 0.01% +492 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 4,363 $536K <0.01% -89 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 4,359 $536K 0.02% new 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 4,285 $527K 0.1% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 4,248 $522K 0.06% -352 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,250 $522K 0.01% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,195 $516K 0.04% +74 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 4,183 $514K 0.03% +252 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,008 $493K 0.03% +513 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 4,000 $492K 0.29% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,987 $490K 0.01% +344 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,898 $479K 0.04% +544 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,896 $479K <0.01% +1,638 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 3,875 $476K 0.1% +26 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,778 $464K 0.21% -29 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,771 $464K 0.01% 0 13F-HR/A Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 3,750 $461K <0.01% -2,512 13F-HR Timeline Group DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 3,700 $455K 0.07% new 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,634 $447K <0.01% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,629 $446K 0.01% +1,484 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 3,610 $444K 0.42% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,604 $443K 0.11% +20 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,450 $442K <0.01% +705 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,594 $442K 0.01% -99 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,100 $436K 0.01% -2,330 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 7,096 $436K 0.1% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 6,742 $433K +4,974 Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 3,506 $431K <0.01% 0 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 4,944 $429K <0.01% +1,252 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,478 $428K 0.03% +1 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 3,422 $421K 0.08% +1,097 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,379 $415K <0.01% +709 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,369 $414K 0.04% +219 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,356 $413K 0.14% +199 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,329 $409K 0.01% new 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,309 $407K 0.02% 0 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 6,582 $405K 0.23% +3,371 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,278 $403K 0.01% -127 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 3,273 $402K <0.01% 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,258 $401K 0.04% -94 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 3,225 $396K 0.02% +55 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 3,215 $395K 0.22% -1,494 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 3,106 $382K 0.05% 0 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,092 $380K 0.04% -36 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 3,045 $374K <0.01% +451 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,021 $371K 0.01% -367 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,008 $370K <0.01% +114 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,006 $369K 0.05% +10 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,996 $368K <0.01% -127 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,982 $367K 0.02% +770 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 2,900 $356K 0.09% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,890 $355K 0.06% +45 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,874 $353K 0.15% +785 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,861 $352K 0.01% -300 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,852 $351K <0.01% -120 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 2,852 $351K 0.03% +885 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,843 $349K 0.01% -77 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,809 $345K 0.02% -3,783 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 2,761 $339K 0.04% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,760 $339K 0.03% +437 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,750 $338K 0.02% +14 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,732 $336K 0.01% -621 13F-HR Timeline Layline Advisors, LLC More: the full row for Layline Advisors, LLC 2,729 $335K 0.3% 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,712 $333K 0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,710 $333K 0.06% -119 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,695 $331K 0.01% -9 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,695 $331K 0.21% -1,313 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,667 $328K 0.04% -265 13F-HR/A Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,652 $326K 0.02% -120 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,605 $320K 0.02% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,604 $320K <0.01% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,588 $318K 0.02% -297 13F-HR Timeline Group POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 5,172 $318K <0.01% +2,403 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 2,561 $315K 0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,534 $312K <0.01% +738 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,485 $305K 0.02% +167 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,479 $305K 0.05% -242 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,434 $299K 0.07% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,426 $298K 0.03% -81 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,421 $298K 0.01% +86 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,385 $293K 0.01% -180 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 5,044 $290K 0.03% +2,526 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 2,349 $289K 0.03% -133,826 13F-HR Timeline Group MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 4,868 $288K 0.11% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,148 $287K <0.01% +2,600 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,319 $285K 0.02% new 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 4,600 $282K 0.1% new 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,277 $280K 0.01% +63 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,272 $279K 0.01% -37 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,482 $275K <0.01% new 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 2,234 $275K <0.01% -34,103 13F-HR Timeline Group MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 2,230 $274K 0.22% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,223 $273K 0.02% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,208 $271K 0.01% +274 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 2,203 $271K 0.04% new 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,202 $271K 0.02% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,166 $266K 0.01% -1,228 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,158 $265K <0.01% -19 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,136 $263K 0.01% +47 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,125 $261K 0.11% new 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 2,123 $261K 0.03% -3,152 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,120 $261K 0.04% new 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 2,109 $259K 0.12% new 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 2,053 $252K 0.05% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,050 $252K 0.08% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,041 $251K 0.01% 0 13F-HR Timeline Group Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,036 $250K 0.04% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,032 $250K 0.01% new 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 2,005 $246K 0.03% +7 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 2,000 $246K 0.09% 0 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 1,976 $243K 0.07% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,973 $243K 0.02% 13F-HR Timeline Group Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 1,967 $242K 0.03% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,964 $241K 0.11% +131 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,959 $241K 0.02% -69 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,946 $239K 0.07% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,933 $238K <0.01% +7 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,901 $234K <0.01% +1,204 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,893 $233K 0.04% new 13F-HR Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 1,863 $229K 0.12% 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,720 $229K <0.01% +1,860 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 1,850 $227K 0.09% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,823 $224K 0.04% new 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 1,816 $223K 0.07% new 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 1,813 $223K 0.2% +1 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,802 $222K 0.04% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 1,802 $222K <0.01% new 13F-HR Timeline Group NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,793 $220K 0.03% -46 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 1,789 $220K 0.01% -2,950 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 1,776 $218K 0.09% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,768 $217K 0.01% -68 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,752 $215K 0.1% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,751 $215K 0.04% new 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 1,742 $214K <0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,727 $212K <0.01% new 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 1,725 $212K 0.1% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,708 $210K 0.01% new 13F-HR Timeline RASP WEALTH SOLUTIONS, LLC More: the full row for RASP WEALTH SOLUTIONS, LLC 1,707 $210K 0.07% 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,703 $209K 0.04% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,702 $209K 0.03% +4 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 1,701 $209K 0.04% new 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 1,698 $209K 0.08% new 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 1,689 $208K 0.01% -394 13F-HR Timeline City State Bank More: the full row for City State Bank 1,682 $207K 0.05% 0 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 1,666 $205K 0.06% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,632 $201K 0.02% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,596 $196K 0.01% +685 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,288 $158K 0.04% +117 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,276 $157K <0.01% +218 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,184 $146K 0.04% 0 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 2,310 $142K 0.04% +830 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,200 $138K 0.04% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,108 $137K 0.08% +21 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,100 $135K 0.03% +200 13F-HR/A Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,094 $134K 0.01% +181 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,009 $124K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,000 $123K <0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,000 $123K 0.02% 13F-HR Timeline Quarry LP More: the full row for Quarry LP 996 $122K 0.02% +358 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,943 $119K <0.01% +973 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 951 $117K 0.01% -12 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 944 $116K 0.01% +44 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 800 $98.3K 0.05% new 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 756 $92.9K 0.02% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 683 $84K 0.02% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 557 $68.4K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 554 $68.1K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,084 $62.2K <0.01% +1,062 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 501 $61.6K <0.01% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 489 $60.1K <0.01% +211 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 470 $57.8K 0.01% +51 13F-HR/A Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 468 $57.5K <0.01% -690 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 462 $56.8K <0.01% +41 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 452 $55.6K <0.01% 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 427 $52.5K 0.01% -502 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 414 $50.9K <0.01% -2,853 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 397 $48.8K <0.01% +2 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 376 $46.2K 0.01% +5 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 375 $46.1K <0.01% 0 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 325 $40K <0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 308 $37.9K 0.03% 0 13F-HR Timeline