Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,212 $554K 0.07% +1 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,210 $553K 0.08% +67 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,205 $551K 0.01% -2,591 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,204 $550K 0.01% +118 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 1,200 $549K 0.01% -100 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,199 $548K 0.01% +11 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,198 $548K 0.01% +31 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,194 $546K 0.01% -4,629 13F-HR/A Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,194 $546K 0.03% -6,301 13F-HR Timeline Group Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 1,191 $546K 0.18% +25 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 1,184 $541K <0.01% -31,719 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,174 $538K 0.02% +500 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,173 $536K 0.28% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,162 $531K 0.03% +411 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,159 $530K 0.08% +47 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,156 $529K 0.15% +47 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,152 $527K 0.08% 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,137 $520K 0.05% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,137 $520K 0.14% -36 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,131 $517K 0.02% +559 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,132 $517K 0.09% +352 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,125 $514K 0.2% +96 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,120 $512K 0.06% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,116 $512K 0.01% -169 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 1,118 $511K 0.05% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,114 $509K 0.02% -551 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,110 $508K 0.01% +3 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 1,103 $504K 0.05% 0 13F-HR Timeline ELEMENT CAPITAL MANAGEMENT LLC More: the full row for ELEMENT CAPITAL MANAGEMENT LLC 1,101 $503K 0.71% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,101 $503K 0.02% +94 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,089 $498K <0.01% new 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,086 $497K <0.01% -255 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,084 $496K 0.09% +475 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 1,079 $493K 0.08% 0 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 1,074 $491K 0.33% -59 13F-HR/A Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,071 $490K 0.01% +579 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,064 $487K 0.04% +946 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,059 $485K 0.03% -1,123 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,058 $484K <0.01% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,058 $484K <0.01% +262 13F-HR Timeline Group WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 1,058 $484K 0.27% +126 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,057 $483K 0.07% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,049 $479K 0.13% +17 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 1,046 $478K 0.25% +2 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,046 $478K 0.01% +81 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 1,044 $477K 0.21% +53 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,042 $476K 0.07% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,045 $476K <0.01% -98 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,039 $475K 0.01% -21 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,036 $474K 0.13% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,034 $473K 0.04% +53 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,030 $471K 0.04% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,029 $471K 0.01% +7 13F-HR Timeline Group GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,028 $470K 0.03% +2 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,026 $469K 0.07% -12 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,025 $469K <0.01% +93 13F-HR Timeline Group LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 1,023 $468K 0.29% +321 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,016 $465K 0.06% -623 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,012 $463K 0.02% -242 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 1,012 $463K 0.04% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,012 $463K 0.01% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,009 $462K 0.01% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,094 $460K 0.07% -64 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 1,002 $458K 0.02% -19,911 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,001 $458K 0.02% -42 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 998 $456K 0.01% +54 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,038 $456K 0.03% +156 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 994 $455K 0.04% +5 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 990 $453K 0.11% -3,586 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 990 $453K 0.23% new 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 988 $452K 0.03% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 985 $450K 0.08% +15 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 978 $447K 0.41% +12 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 977 $447K 0.08% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 975 $446K 0.01% 0 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 968 $443K 0.05% -204 13F-HR/A Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 966 $442K 0.1% +3 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 966 $442K 0.35% -13 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 963 $440K 0.15% +172 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 956 $437K 0.02% +105 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 949 $434K 0.23% -12 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 946 $433K 0.03% +120 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 945 $432K 0.39% 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 943 $431K 0.02% -50 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 938 $430K 0.01% +249 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 939 $429K 0.19% +85 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 938 $429K 0.03% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 928 $424K 0.03% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 927 $424K 0.01% +22 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 926 $423K <0.01% -1,001 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 925 $423K 0.01% +193 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 924 $423K 0.06% new 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 922 $422K 0.38% -4 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 921 $421K 0.15% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 921 $421K 0.14% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 921 $421K 0.01% -329 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 909 $416K 0.06% -1,431 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 908 $415K 0.06% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 907 $415K 0.01% +34 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 905 $414K 0.01% +146 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 904 $413K 0.01% -20 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 898 $411K 0.13% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 898 $411K 0.03% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 891 $407K 0.01% 0 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 890 $407K 0.22% +123 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 888 $406K 0.04% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 887 $406K 0.02% -18 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 882 $403K 0.04% +225 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 877 $401K 0.01% new 13F-HR Timeline Group Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 868 $397K 0.09% new 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 866 $396K 0.05% -146 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 862 $395K 0.04% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 858 $392K 0.03% +106 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 857 $392K 0.14% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 854 $391K 0.02% +44 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 853 $390K 0.18% -37 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 852 $390K 0.03% +280 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 850 $389K 0.05% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 840 $384K 0.12% 0 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 833 $382K 0.08% +18 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 821 $375K 0.06% +1 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 819 $375K 0.01% 0 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 818 $374K <0.01% -8,909 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 816 $373K 0.17% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 811 $371K 0.02% new 13F-HR/A Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 810 $370K 0.01% -55 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 810 $370K 0.13% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 808 $369K 0.06% +42 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 805 $368K 0.04% 0 13F-HR/A Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 803 $367K 0.06% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 800 $366K 0.04% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 799 $365K 0.03% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 797 $364K 0.02% -56 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 796 $364K 0.18% -93 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 795 $364K 0.25% +7 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 792 $362K 0.05% +42 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 807 $362K 0.02% -79 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 791 $362K 0.01% +104 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 789 $361K 0.04% +3 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 787 $360K 0.03% new 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 786 $359K 0.03% +94 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 785 $359K 0.07% -7 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 784 $359K 0.08% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 782 $358K 0.01% +9 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 781 $357K 0.02% -154 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 780 $357K 0.03% +47 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 779 $356K 0.04% -33 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 775 $354K 0.01% +13 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 764 $349K 0.13% +101 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 763 $349K 0.01% -3 13F-HR Timeline ARIEL INVESTMENTS, LLC More: the full row for ARIEL INVESTMENTS, LLC 760 $348K <0.01% -4 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 752 $345K 0.08% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 750 $343K 0.03% +75 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 747 $342K 0.15% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 746 $341K 0.02% -413 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 771 $339K 0.05% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 741 $339K 0.02% -14 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 738 $337K 0.14% +2 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 737 $337K 0.13% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 737 $337K 0.14% -82 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 729 $333K 0.06% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 724 $331K 0.04% +153 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 720 $329K 0.06% -19,299 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 720 $329K 0.08% -1,550 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 719 $329K 0.04% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 719 $328K 0.01% +145 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 716 $328K 0.01% +22 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 717 $327K 0.02% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 715 $327K 0.03% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 708 $324K <0.01% +55 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 707 $323K 0.02% -172 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 706 $323K 0.11% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. E&G Advisors, LLC More: the full row for E&G Advisors, LLC 704 $322K 0.07% +4 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 703 $321K 0.02% +2 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 701 $321K 0.02% -51 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 697 $319K 0.13% +95 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 697 $319K 0.18% +28 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 696 $318K 0.21% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 693 $318K 0.04% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 692 $317K 0.07% -165 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 690 $316K 0.12% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 690 $316K 0.01% +5 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 690 $315K 0.02% +5 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 689 $315K 0.04% +25 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 688 $314K 0.13% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 686 $313K 0.18% +1 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 684 $313K 0.06% +6 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 681 $311K 0.01% +1 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 678 $310K 0.1% +4 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 676 $309K 0.01% -14 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 673 $308K 0.26% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 668 $306K 0.09% +65 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 667 $305K 0.02% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 666 $304K 0.01% -171 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 664 $304K 0.01% new 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 661 $302K 0.02% -430 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 654 $299K 0.14% -10 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 653 $298K 0.02% -2 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 652 $298K 0.02% +164 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 650 $297K 0.05% +89 13F-HR Timeline Group