Somerset Group LLC More: the full row for Somerset Group LLC 1,165 $1.2M 1.01% +28 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,157 $1.19M 0.1% -185 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 1,149 $1.18M 0.08% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,149 $1.18M 0.19% +4 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,144 $1.18M 0.05% +142 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,142 $1.17M 0.23% +14 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,142 $1.17M 0.01% +5 13F-HR/A Timeline Group SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,130 $1.16M 0.24% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,130 $1.16M 0.04% +99 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 1,127 $1.16M 0.26% +641 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 1,125 $1.16M 0.71% +108 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,125 $1.16M 0.02% -655 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 1,124 $1.16M 0.13% +81 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 1,118 $1.15M 0.35% -46 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,117 $1.15M 0.02% +223 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,111 $1.14M 0.04% +592 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 1,110 $1.14M 0.11% +25 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,124 $1.14M 0.35% -190 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 1,100 $1.13M 0.82% +200 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,099 $1.13M 0.07% -36 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,098 $1.13M 0.12% -18 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,098 $1.13M 0.54% -4 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,096 $1.13M 0.2% +133 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,092 $1.12M 0.05% -6 13F-HR Timeline Eleva Capital SAS More: the full row for Eleva Capital SAS 1,087 $1.12M 0.24% 13F-HR Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 1,084 $1.11M 0.03% +300 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 1,084 $1.11M 0.24% -39 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,083 $1.11M 0.4% 0 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,169 $1.11M 0.9% +44 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 1,080 $1.11M <0.01% +4 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,080 $1.11M 0.07% +159 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,078 $1.11M <0.01% -1 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1,077 $1.11M 0.09% -2,302 13F-HR Timeline Group SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 1,076 $1.11M 0.38% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1,075 $1.11M 0.27% -4 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 1,071 $1.1M 0.05% -16 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,069 $1.1M 0.04% +364 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,068 $1.1M 0.14% +61 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,066 $1.1M 0.07% +144 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 1,064 $1.09M 0.25% new 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 1,061 $1.09M 0.79% -76 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,061 $1.09M 0.1% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,058 $1.09M 0.16% -143 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 1,058 $1.09M 0.31% new 13F-HR/A Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,050 $1.08M 0.53% +25 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,049 $1.08M 0.42% -28 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,049 $1.08M 0.17% +126 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,042 $1.07M 0.08% -43 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 7,187 $1.07M 0.14% new 13F-HR/A Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,041 $1.07M 0.32% -179 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 1,041 $1.07M 0.76% +21 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,043 $1.07M 0.03% +553 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,037 $1.07M 0.08% +783 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,042 $1.07M 0.59% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,033 $1.06M 0.03% +87 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,033 $1.06M 0.18% +78 13F-HR/A Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,033 $1.06M 0.08% +191 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,028 $1.06M 0.1% +619 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 1,025 $1.05M 0.48% +365 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,329 $1.05M 0.5% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,022 $1.05M 0.12% +984 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,020 $1.05M 0.07% -20 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 1,013 $1.04M 0.2% +60 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 1,012 $1.04M 0.25% -8 13F-HR Timeline American Trust More: the full row for American Trust 1,011 $1.04M 0.1% -7 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 1,009 $1.04M 0.39% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,008 $1.04M 0.11% +179 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 1,007 $1.04M 0.5% 0 13F-HR Timeline Paloma Partners Management Co in group Paloma Partners Management Co More: the full row for Paloma Partners Management Co 1,000 $1.03M 0.23% new 13F-HR Timeline Group KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,000 $1.03M 0.11% 0 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 999 $1.03M 0.13% -8 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 999 $1.03M 0.7% +14 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 996 $1.02M +20 Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 993 $1.02M 0.02% +137 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 990 $1.02M 0.14% +155 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 986 $1.01M 0.48% +219 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 983 $1.01M 0.06% +321 13F-HR Timeline Group Veracity Capital LLC More: the full row for Veracity Capital LLC 983 $1.01M 0.35% -51 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 982 $1.01M 0.1% +53 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 978 $1.01M 0.02% +42 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 973 $1M 0.03% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 970 $997K 0.03% -631 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 964 $991K 0.39% new 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 962 $989K 0.52% +17 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 968 $981K 0.2% +35 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 954 $981K 0.06% +569 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 954 $981K 0.46% -7 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 954 $981K 0.35% -14 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 953 $980K 0.07% -199 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 952 $979K 0.19% +583 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 947 $974K 0.21% +119 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 946 $973K 0.25% +230 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 946 $973K 0.06% +25 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 936 $962K 0.08% +272 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 936 $962K 0.16% +437 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 935 $961K 0.18% -245 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 934 $960K 0.55% -10 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 932 $958K 0.4% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 930 $956K 0.1% +216 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 900 $954K 0.65% -22 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 928 $954K 0.16% +40 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 928 $954K 0.13% +130 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 926 $952K 0.02% +5 13F-HR Timeline Group STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 924 $950K 0.26% +361 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 920 $946K 0.03% +28 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 920 $946K 0.12% -72 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 917 $944K 0.04% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 918 $944K 0.38% +1 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 916 $942K 0.47% new 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 915 $941K 0.19% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 914 $940K 0.03% -10 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 916 $937K 0.1% -16 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 907 $932K 0.12% -16 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 907 $932K 0.43% -3 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 906 $931K 0.08% +609 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 901 $926K 0.03% 0 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 905 $925K 0.06% +19 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 899 $924K 0.43% +6 13F-HR Timeline BRANDYWINE MANAGERS, LLC in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE MANAGERS, LLC 893 $918K 0.91% 0 13F-HR Timeline Group Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 890 $915K 0.59% -392 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 888 $913K 0.72% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 879 $904K 0.1% +112 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 878 $903K 0.35% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 877 $902K 0.46% +5 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 877 $902K 0.17% -3 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 876 $901K 0.6% +121 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 889 $900K 0.35% -1,239 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 871 $895K 0.12% -205 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 870 $895K 0.02% +322 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 867 $891K 0.31% +145 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 867 $891K 0.55% -19 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 867 $891K 0.29% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 860 $884K 0.2% +5 13F-HR/A Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 856 $880K 0.03% +130 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 855 $879K 0.34% +14 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,099 $875K 0.25% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 849 $873K 0.06% +103 13F-HR/A Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 849 $873K 0.1% +4 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 843 $867K 0.06% -149 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 838 $862K 0.09% +118 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 838 $861K 0.05% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 837 $861K 0.29% +34 13F-HR/A Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 836 $859K 0.12% +234 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 835 $858K 0.05% +221 13F-HR Timeline Group EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 834 $857K -38 Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 832 $855K 0.03% +336 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 832 $855K 0.14% +101 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 831 $854K 0.17% +13 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 830 $853K 0.17% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 828 $851K 0.42% +10 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 828 $851K 0.05% -673 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 826 $849K 0.06% new 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 825 $848K 0.03% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 823 $846K 0.22% +7 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 883 $845K 0.02% +57 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 820 $843K 0.1% +616 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 819 $842K 0.21% +458 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 819 $842K 0.34% +138 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 817 $840K 0.1% +20 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 817 $839K 0.08% +257 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 816 $839K 0.26% +4 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 813 $836K 0.1% +13 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 812 $835K 0.14% -519 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 808 $831K 0.19% -50 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 807 $830K 0.06% -307 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 806 $829K 0.41% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 803 $826K 0.39% +26 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 800 $822K 0.02% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 798 $821K 0.05% +529 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 798 $820K 0.33% new 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 797 $819K 0.04% -25 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 792 $814K 0.04% -55 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 792 $814K 0.13% -1,130 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 789 $811K 0.02% -1,074 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 789 $811K 0.47% +80 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 787 $809K 0.42% -17 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 786 $808K 0.16% -704 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 785 $807K 0.18% +5 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 882 $805K 0.11% +570 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 782 $804K 0.09% +20 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 782 $804K 0.02% +17 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 779 $801K 0.01% +285 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 778 $800K 0.01% +70 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 777 $799K 0.62% -9 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 776 $797K 0.18% -1 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 774 $796K 0.01% -12 13F-HR Timeline Group FWG Holdings, LLC More: the full row for FWG Holdings, LLC 855 $789K 0.37% +32 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 767 $789K 0.74% +3 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 764 $785K 0.04% +392 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 763 $784K 0.03% -162 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 762 $783K 0.05% -230 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 761 $783K 0.01% +228 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 760 $781K 0.01% +216 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 760 $781K 0.52% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 764 $773K 0.41% +5 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 751 $772K 0.2% -117 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 750 $771K 0.57% +200 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 750 $771K 0.36% -386 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 747 $768K 0.05% +166 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 745 $766K 0.92% 0 13F-HR Timeline