Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,171 $1.08M 0.8% +2 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,165 $1.07M <0.01% +87 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 1,165 $1.07M 0.29% -10 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 1,165 $1.07M 0.85% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,160 $1.07M 0.05% +560 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1,156 $1.06M 0.21% new 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,151 $1.06M 0.35% +332 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,144 $1.05M 0.06% new 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,137 $1.05M 0.06% +154 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,134 $1.04M 0.05% +92 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,131 $1.04M 0.2% -41 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,130 $1.04M 0.21% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,116 $1.04M 0.01% -26 13F-HR Timeline Group ALBERT D MASON INC More: the full row for ALBERT D MASON INC 1,128 $1.04M 0.68% +67 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,123 $1.03M 0.04% +267 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 1,123 $1.03M 0.3% +1,000 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,120 $1.03M 0.02% -636 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,119 $1.03M 0.23% +173 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,114 $1.03M 0.04% +45 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 1,113 $1.02M 0.18% +166 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,113 $1.02M 0.41% -55 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 1,111 $1.02M 0.4% +313 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,110 $1.02M 0.18% -110 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 1,106 $1.02M 0.36% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,105 $1.02M 0.42% +7 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,101 $1.01M 0.31% -438 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,100 $1.01M 0.12% +32 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,100 $1.01M 0.03% -30 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,096 $1.01M 0.04% +4 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,094 $1.01M 0.02% +51 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,093 $1.01M 0.1% -5 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1,088 $1M 0.23% +13 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,088 $1M 0.3% +199 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,086 $999K 0.01% -31 13F-HR Timeline Group Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,086 $999K 0.16% -10 13F-HR Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 1,084 $998K 0.02% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,084 $998K 0.17% +71 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,083 $997K 0.3% 0 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,082 $996K 0.2% +222 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,080 $994K 0.05% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 1,080 $994K 0.24% -92 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,079 $993K 0.12% +80 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,077 $991K 0.14% +480 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,076 $990K 0.06% -846 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 1,071 $986K 0.05% 0 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 1,070 $985K 0.35% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,069 $984K 0.28% +293 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 1,068 $983K 0.23% -4,251 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,065 $980K 0.01% -522 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,065 $980K 0.08% -107 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 1,065 $980K 0.34% +56 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 1,064 $979K 0.06% +221 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 1,063 $978K 0.28% -55 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,050 $966K 0.44% 0 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,049 $965K 0.35% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 1,048 $964K 0.65% +7 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 1,045 $962K 0.18% new 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 1,042 $959K 0.17% -42 13F-HR Timeline Group Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 1,031 $949K 0.18% -719 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 1,030 $948K 0.26% -28 13F-HR/A Timeline American Trust More: the full row for American Trust 1,029 $947K 0.08% +18 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,028 $946K 0.04% -782 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,027 $945K 0.13% -22 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,036 $945K 0.05% -63 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,022 $941K 0.12% -36 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,021 $940K 0.44% +610 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,016 $935K 0.12% +26 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,015 $934K 0.14% -18 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 1,009 $929K 0.59% +10 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 1,007 $927K 0.41% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,004 $924K 0.07% +74 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 1,000 $920K 0.44% +38 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 993 $914K 0.11% +65 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 990 $911K 0.01% +212 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 1,035 $910K 0.19% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 989 $910K 0.15% -454 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 988 $909K 0.01% +663 13F-HR Timeline Group AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 985 $906K 0.4% +86 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 985 $906K 0.07% -1,364 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 983 $905K 0.05% +157 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 982 $904K 0.25% +256 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 978 $900K 0.02% +5 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 977 $899K 0.13% +49 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 977 $899K 0.13% +25 13F-HR Timeline Absoluto Partners Gestao de Recursos Lt… More: the full row for Absoluto Partners Gestao de Recursos Ltda 977 $899K 0.65% -323 13F-HR/A Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 975 $897K 0.07% +39 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 974 $896K 0.05% +21 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 972 $895K 0.2% -40 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 968 $891K 0.13% +514 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 968 $891K 0.4% +52 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 968 $891K 0.45% +743 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 967 $890K 0.15% new 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 967 $890K -29 Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 965 $888K 0.03% -5 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 964 $887K 0.12% +422 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 964 $887K 0.34% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 962 $885K 0.22% -137 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 959 $883K 0.11% new 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 958 $882K 0.14% 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 954 $878K 0.05% +116 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 951 $875K 0.49% +84 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 946 $871K 0.05% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 944 $869K 0.36% -10 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 942 $867K 0.03% +28 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 941 $866K 0.39% -45 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 935 $860K 0.03% +34 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 933 $859K 0.44% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 932 $858K 0.07% -50 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 920 $847K 0.27% +53 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 920 $847K 0.31% +2 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 919 $846K 0.44% -15 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 817 $840K 0.68% -7 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 912 $839K 0.02% -980 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 909 $837K 0.38% +81 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 908 $836K 0.09% -442 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 907 $835K 0.15% -8 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 906 $834K 0.35% -1 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 903 $831K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 896 $825K 0.1% -11 13F-HR Timeline BRANDYWINE MANAGERS, LLC in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE MANAGERS, LLC 893 $822K 0.79% 0 13F-HR Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 892 $821K 0.39% +15 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 889 $818K 0.09% +76 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. 889 $818K 0.01% -89 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 888 $818K 0.02% -38 13F-HR Timeline Group KEYSTONE INVESTORS PTE LTD More: the full row for KEYSTONE INVESTORS PTE LTD 886 $815K 0.09% new 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 894 $815K 0.35% +39 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 866 $815K 0.05% -39 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 972 $812K 0.16% +4 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 884 $812K 0.13% +52 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 882 $812K 0.04% -198 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 882 $812K 0.52% +6 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 880 $810K 0.59% -8 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 879 $809K 0.14% +2 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 878 $808K 0.26% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 878 $807K 0.04% -39 13F-HR Timeline QVT Financial LP More: the full row for QVT Financial LP 873 $803K 0.09% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 871 $802K 0.09% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 870 $801K 0.19% +450 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 867 $798K 0.25% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 865 $796K 0.15% +196 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 863 $794K 0.23% +263 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 860 $791K 0.04% -160 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 857 $789K 0.03% -1,118 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 854 $786K 0.29% +564 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 846 $779K 0.44% +57 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 842 $775K 0.08% -7 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 842 $775K 0.14% +11 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 830 $772K 0.14% 0 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 838 $771K 0.31% -2,910 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 823 $769K 0.07% -93 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 835 $768K 0.19% -65 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 830 $764K 0.17% +22 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 829 $763K 0.07% -9 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 829 $763K 0.28% +86 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 826 $760K 0.02% -285 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 825 $759K 0.02% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 824 $758K 0.04% +26 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 822 $756K 0.11% +30 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 822 $756K 0.05% +380 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 817 $752K 0.08% 0 13F-HR/A Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 815 $750K 0.11% +3 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 815 $750K 0.19% -8 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 809 $745K 0.03% +276 13F-HR Timeline Group Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 806 $742K 0.35% 0 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 804 $740K 0.01% new 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 800 $736K 0.1% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 797 $733K 0.05% -10 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 792 $729K 0.03% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 789 $726K 0.15% +4 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 786 $723K 0.44% +26 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 785 $723K 0.3% -18 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,713 $722K 0.05% +436 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 784 $722K 0.52% +7 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 778 $716K 0.07% -4 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 696 $716K 0.09% 0 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 777 $715K 0.36% -10 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 825 $713K 0.67% 0 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 774 $712K 0.06% +254 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 773 $711K 0.04% -55 13F-HR Timeline Group DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 771 $710K 0.03% +47 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 771 $710K 0.31% +41 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 791 $709K 0.26% 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 770 $709K 0.19% -271 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 766 $705K 0.28% +69 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 859 $704K 0.22% +151 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 765 $704K 0.07% -114 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 764 $703K 0.47% new 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 763 $702K 0.01% -16 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 761 $701K 0.02% -21 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 761 $700K 0.05% +125 13F-HR Timeline Group DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 758 $698K 0.08% -2,236 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 757 $697K 0.09% +223 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 763 $696K 0.35% -1 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 756 $696K 0.05% +49 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 754 $694K 0.2% -62 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 752 $692K 0.07% +126 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 750 $690K 0.48% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 749 $689K 0.09% +50 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 748 $688K 0.05% +5 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 748 $688K 0.09% +23 13F-HR Timeline