WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,445 $600K 0.02% +203 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,436 $596K 0.05% +82 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 1,417 $594K 0.39% +78 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 1,421 $590K 0.07% -438 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,409 $585K 0.02% -63 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,407 $584K 0.06% +45 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 1,397 $580K 0.22% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,378 $572K 0.01% -58 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,363 $566K 0.01% -31 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,357 $564K 0.01% -274 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,353 $562K 0.19% -56 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 1,347 $560K 0.24% -42 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,344 $558K 0.11% -202 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 1,164 $551K 0.23% 0 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 1,319 $548K 1.15% new 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,312 $545K 0.03% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,298 $539K 0.01% +49 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,286 $536K 0.08% -15 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 1,275 $529K 0.33% +19 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,270 $528K 0.01% +112 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,268 $527K 0.18% +194 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 1,267 $526K 0.05% 0 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,247 $519K 0.18% -119 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,246 $518K <0.01% +109 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,237 $514K 0.01% +39 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,232 $512K 0.2% -1,495 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 1,232 $512K 0.2% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,227 $510K 0.02% +100 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 1,220 $507K -658 Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 1,219 $506K 0.4% -66 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,216 $505K 0.09% -9 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,207 $501K 0.03% -111 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,205 $501K 0.04% -10 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 1,205 $500K 0.11% -20 13F-HR Timeline Group STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 1,221 $497K 0.28% +7 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,197 $497K 0.03% +149 13F-HR Timeline Science & Technology Partners, L.P. More: the full row for Science & Technology Partners, L.P. 1,193 $495K 0.08% -5,667 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,186 $493K 0.05% new 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,186 $493K 0.06% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 1,185 $492K 0.02% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,183 $491K 0.03% +61 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 1,173 $487K 0.39% +141 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,173 $487K <0.01% +390 13F-HR Timeline BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 1,171 $486K 0.01% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,167 $485K 0.06% -33 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,165 $484K 0.01% -900 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,165 $484K 0.14% +611 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,161 $482K 0.06% -1,668 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,158 $481K 0.01% -364 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,157 $480K 0.01% -42 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 1,146 $477K 0.13% -8 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,137 $472K 0.04% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,129 $469K 0.01% -21 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,128 $468K 0.04% -445 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,120 $465K 0.05% 0 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,116 $463K 0.27% -57 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,116 $463K 0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,112 $462K 0.01% new 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,111 $461K 0.02% -226 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,105 $459K 0.04% -81 13F-HR Timeline Group JACOBS & CO/CA More: the full row for JACOBS & CO/CA 1,103 $458K 0.04% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,100 $457K 0.01% -93 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,099 $456K 0.01% +476 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 1,083 $450K 0.21% +12 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,082 $450K <0.01% -3 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,081 $449K 0.04% +107 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,019 $442K 0.07% -37 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,065 $442K 0.11% -63 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,059 $440K 0.08% -82 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 1,055 $438K 0.01% +120 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,051 $437K 0.05% new 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,042 $433K 0.06% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,033 $430K 0.01% +137 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,035 $430K 0.08% -47 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 1,032 $429K 0.22% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,030 $428K 0.02% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,030 $428K 0.01% -304 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,030 $428K 0.01% +123 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 1,002 $424K 0.07% -209 13F-HR Timeline Group Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,011 $420K 0.19% +7 13F-HR/A Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,003 $417K 0.01% -398 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,002 $416K <0.01% -339 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,000 $415K 0.03% +72 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 1,000 $413K 0.01% -1,500 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 993 $412K 0.01% -513 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 990 $411K 0.23% -110 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 990 $411K 0.04% -40 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 988 $410K 0.02% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 982 $408K 0.02% -235 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 977 $406K 0.05% +17 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 977 $406K 0.06% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 973 $404K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 972 $404K 0.03% -20 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 966 $401K 0.09% -47 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 959 $398K <0.01% -99 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 955 $397K 0.01% +11 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 947 $393K 0.04% +50 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 946 $393K 0.02% -382 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 946 $393K 0.21% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 945 $392K 0.04% +14 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 944 $392K 0.08% -34 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 938 $390K 0.02% 0 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 935 $388K 0.09% -81 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 881 $385K 0.02% +6 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 925 $385K 0.16% -1,004 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 923 $383K 0.01% +2 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 921 $382K 0.13% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 921 $382K 0.09% 0 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 916 $380K 0.31% -3 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 915 $380K 0.02% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 913 $379K 0.01% +38 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 901 $374K 0.1% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 900 $374K 0.04% +100 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 899 $373K 0.03% -12 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 898 $373K 0.11% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 894 $371K 0.01% -295 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 891 $370K 0.05% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 891 $370K 0.02% -57 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 889 $369K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 862 $366K 0.01% -404 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 876 $365K 0.04% -108 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 876 $364K 0.03% +117 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 879 $363K <0.01% -423 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 870 $361K 0.01% -58 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 868 $361K 0.15% -49 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 868 $360K 0.01% -4,046 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 867 $360K 0.04% +1 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 866 $360K 0.02% -6 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 865 $359K 0.2% +19 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 861 $358K 0.01% -43 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 861 $358K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 859 $357K 0.12% -68 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 856 $355K 0.14% -254 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 853 $355K 0.06% -79 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 854 $355K <0.01% -36 13F-HR Timeline Group Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 853 $354K 0.11% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 847 $352K 0.01% +28 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 839 $349K 0.03% -6 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 841 $349K <0.01% -56 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 834 $346K 0.07% -31 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 830 $345K 0.03% -2 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 823 $343K 0.06% -45 13F-HR/A Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 822 $342K 0.28% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 822 $341K 0.05% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 732 $341K 0.02% +133 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 820 $341K <0.01% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 815 $338K 0.02% -34 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 814 $338K 0.23% -196 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 810 $336K 0.16% +73 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 810 $336K 0.12% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 805 $334K <0.01% -62 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 803 $334K 0.02% +120 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 799 $332K 0.02% 0 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 793 $329K 0.17% +273 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 788 $327K 0.11% -62 13F-HR Timeline Busey Bank More: the full row for Busey Bank 788 $327K 0.01% +6 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 787 $327K 0.05% -1 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 785 $326K 0.02% -1 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 785 $326K 0.12% -27 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 784 $326K 0.02% -35 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 783 $325K 0.04% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 780 $324K 0.01% +23 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 776 $322K 0.02% +86 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 773 $321K 0.03% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 772 $321K 0.01% +30 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 770 $320K 0.03% 0 13F-HR Timeline Group Sun Financial Inc More: the full row for Sun Financial Inc 691 $319K 0.15% -100 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 767 $319K 0.05% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 766 $318K 0.01% -23 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 763 $317K 0.05% -158 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 762 $317K 0.02% -13 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 757 $314K 0.01% new 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 752 $313K 0.05% -7 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 750 $312K 0.11% +1 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 750 $311K 0.01% new 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 750 $311K 0.01% 0 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 748 $311K 0.04% -62 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 746 $310K 0.05% +96 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 740 $307K 0.08% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 736 $306K 0.01% -118 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 732 $304K 0.03% -4,987 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 729 $303K 0.11% -14 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 728 $302K 0.14% 0 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 725 $301K 0.04% -9 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 724 $301K 0.03% -8 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 716 $297K 0.01% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 685 $297K 0.02% +70 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 715 $297K 0.02% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 715 $297K 0.02% +199 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 707 $294K 0.06% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 707 $293K 0.02% +5 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 706 $293K 0.04% -65 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 702 $292K 0.02% -3 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 702 $292K 0.01% -231 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 702 $292K 0.02% -36 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 699 $290K 0.02% -12 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 699 $290K 0.17% +29 13F-HR Timeline ARIEL INVESTMENTS, LLC More: the full row for ARIEL INVESTMENTS, LLC 692 $287K <0.01% -4 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 691 $287K 0.02% +28 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 691 $287K 0.04% 0 13F-HR Timeline