DIKER MANAGEMENT LLC in group DIKER MANAGEMENT LLC More: the full row for DIKER MANAGEMENT LLC 1,500 $368K 0.28% new 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,498 $367K <0.01% +50 13F-HR Timeline Group HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,496 $367K 0.06% new 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,485 $364K 0.05% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,484 $364K 0.02% -232 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,471 $361K 0.01% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,467 $360K 0.03% +71 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,465 $359K 0.01% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,463 $359K 0.01% -44 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,461 $358K 0.01% +15 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 1,449 $355K 0.23% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,447 $355K 0.02% new 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,440 $353K 0.15% 0 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 1,430 $351K 0.2% +35 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 1,424 $349K 0.03% +215 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 1,415 $347K 0.13% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,414 $347K 0.12% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,400 $343K 0.07% -3,800 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 1,395 $342K 0.03% new 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,390 $341K 0.08% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 1,380 $338K 0.05% -120 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,375 $337K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,366 $335K <0.01% -178 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,357 $333K 0.01% new 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 1,355 $332K 0.03% -5,396 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,343 $329K 0.03% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,340 $329K 0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,336 $328K 0.01% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,321 $324K <0.01% +169 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,316 $323K 0.06% -260 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,313 $322K 0.01% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,304 $320K 0.02% -815 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 4,556 $319K 0.08% new 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 1,297 $318K 0.25% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,285 $315K 0.01% -495 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,273 $312K 0.03% +206 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,271 $312K 0.06% +39 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 1,266 $311K 0.09% +183 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,236 $303K <0.01% -8 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,235 $303K 0.07% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,232 $302K <0.01% +724 13F-HR Timeline Group Vest Financial, LLC More: the full row for Vest Financial, LLC 1,232 $302K <0.01% -226 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,230 $302K 0.01% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,230 $302K <0.01% +50 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,229 $301K 0.05% new 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 1,228 $301K 0.19% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,223 $300K <0.01% new 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,216 $298K 0.03% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,215 $298K 0.03% -3 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,207 $296K 0.02% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,206 $296K 0.02% +126 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,205 $296K 0.01% -69 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 1,200 $294K 0.16% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,190 $292K <0.01% +9 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 1,188 $291K 0.06% -348 13F-HR Timeline Intesa Sanpaolo S.p.A. in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo S.p.A. 1,186 $291K 0.01% -10,430 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,179 $289K 0.02% -70 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,169 $287K 0.03% +534 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,167 $286K 0.02% +23 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,160 $285K 0.08% -30 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,159 $284K 0.07% -226 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,146 $281K 0.16% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,139 $279K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,139 $279K 0.01% 0 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,134 $278K 0.05% new 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 1,123 $275K 0.04% 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 1,119 $274K 0.06% -348 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,118 $274K <0.01% +11 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,115 $273K 0.01% +6 13F-HR/A Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,105 $271K <0.01% -386 13F-HR Timeline Group CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 1,100 $270K 0.07% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 1,099 $270K <0.01% new 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,098 $269K 0.01% +24 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,099 $268K 0.01% new 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,088 $267K <0.01% new 13F-HR Timeline Group Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,083 $266K 0.04% -131 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,078 $264K 0.51% +34 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,069 $262K 0.03% new 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 1,067 $262K 0.22% new 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,065 $261K 0.06% -250 13F-HR Timeline O'Neil Global Advisors, Inc. More: the full row for O'Neil Global Advisors, Inc. 1,064 $261K 0.06% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,051 $258K 0.01% -218 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,047 $257K 0.01% -34 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 1,040 $255K <0.01% -118 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 1,040 $255K 0.12% -3 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,022 $251K 0.02% +45 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,174 $251K <0.01% +42 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,015 $249K 0.02% -325 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 1,012 $248K 0.05% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,012 $248K 0.01% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,005 $247K 0.01% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,004 $246K 0.09% 0 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 1,001 $246K 0.01% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 1,000 $245K 0.01% 0 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,000 $245K 0.1% 0 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 1,000 $245K <0.01% new 13F-HR Timeline Group GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 1,000 $245K 0.03% 0 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 1,000 $245K 0.22% 0 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,000 $245K 0.1% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 994 $244K <0.01% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 989 $243K <0.01% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 985 $242K 0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 984 $241K 0.01% +369 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 979 $240K <0.01% new 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 976 $239K 0.04% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 974 $239K 0.01% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 971 $238K 0.01% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 971 $238K <0.01% -7 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 970 $238K 0.01% new 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 969 $238K 0.05% -1 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 962 $236K 0.11% new 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 962 $236K 0.14% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 960 $235K 0.02% -23 13F-HR Timeline Group Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 960 $235K 0.12% -101 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 950 $233K 0.14% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 947 $232K 0.01% +70 13F-HR Timeline Group Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 945 $232K 0.07% new 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 943 $231K 0.11% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 938 $230K 0.01% new 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 936 $230K 0.03% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 936 $230K 0.03% new 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 837 $228K 0.05% +6 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 929 $228K 0.04% new 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 927 $227K 0.09% 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 917 $227K 0.01% new 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 920 $226K 0.01% new 13F-HR Timeline Group Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 919 $225K 0.08% new 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 918 $225K 0.03% new 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 915 $224K 0.02% new 13F-HR Timeline Group Income Insurance Ltd More: the full row for Income Insurance Ltd 915 $224K 0.13% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 902 $221K <0.01% new 13F-HR Timeline SYMMETRY PEAK MANAGEMENT LLC More: the full row for SYMMETRY PEAK MANAGEMENT LLC 900 $221K 4.83% new 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 900 $221K 0.07% new 13F-HR Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 895 $220K 0.06% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 900 $218K 0.25% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 882 $217K 0.04% -12,269 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 885 $217K 0.01% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 883 $217K <0.01% new 13F-HR/A Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 879 $216K 0.09% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 723 $212K <0.01% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 863 $212K 0.05% new 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 860 $211K 0.29% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 856 $210K 0.01% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 742 $210K 0.01% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 855 $210K 0.02% new 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 852 $209K 0.07% new 13F-HR Timeline Grand Central Investment Group More: the full row for Grand Central Investment Group 850 $208K 0.17% -250 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 849 $208K 0.02% new 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 847 $208K 0.09% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 838 $205K <0.01% new 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 835 $205K 0.01% new 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 834 $205K 0.02% new 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 830 $204K 0.01% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 826 $203K 0.02% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 825 $202K 0.02% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 824 $202K 0.01% +50 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 824 $202K 0.04% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 821 $201K <0.01% new 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 820 $201K 0.03% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 816 $200K 0.01% +366 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 771 $189K 0.01% +527 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 741 $182K 0.08% +339 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 699 $171K <0.01% +16 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 684 $168K <0.01% +548 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 678 $166K 0.01% +71 13F-HR Timeline Group Financial Life Planners More: the full row for Financial Life Planners 670 $164K 0.11% 0 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 667 $164K 0.03% -1,770 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 626 $154K 0.05% -1,473 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 608 $149K 0.09% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 587 $144K 0.01% +510 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 570 $140K 0.01% -12 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 551 $135K <0.01% -32 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 530 $130K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 516 $127K 0.01% +500 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 507 $124K 0.01% +411 13F-HR Timeline Group Pingora Partners LLC More: the full row for Pingora Partners LLC 500 $123K 0.07% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 495 $121K 0.03% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 489 $120K 0.01% +6 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 477 $117K 0.01% +9 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 466 $114K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 448 $110K 0.03% +162 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 444 $109K 0.2% -2 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 440 $108K 0.01% +120 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 425 $104K <0.01% +93 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 423 $104K 0.01% new 13F-HR Timeline Group Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 414 $103K <0.01% 0 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 420 $103K 0.05% +8 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 411 $101K 0.03% 0 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 395 $96.9K 0.06% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 394 $96.6K 0.01% -84 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 365 $89.5K 0.03% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 350 $85.8K 0.03% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 336 $82.4K <0.01% -2 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 334 $81.9K 0.01% -98 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 326 $80K <0.01% +67 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 318 $78K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 310 $76K 0.01% +25 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 309 $75.8K 0.02% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 307 $75.3K 0.29% +38 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 306 $75.1K 0.01% -27 13F-HR Timeline