BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,774 $347K 0.01% new 13F-HR/A Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,750 $342K 0.02% +64 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,738 $340K 0.02% +302 13F-HR Timeline Group BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 1,736 $339K 0.16% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1,504 $338K 0.01% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,726 $337K <0.01% +10 13F-HR Timeline Group HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,715 $335K 0.07% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,600 $335K 0.02% -1,275 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,710 $324K 0.02% +28 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,658 $324K 0.05% -2 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,644 $321K 0.04% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,620 $317K 0.05% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,608 $314K 0.03% new 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 1,426 $313K 0.21% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,593 $311K 0.02% +104 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 1,585 $310K 0.22% +17 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,568 $306K 0.02% -1,331 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,562 $305K 0.04% new 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,640 $303K 0.02% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,547 $302K 0.03% +100 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,547 $302K <0.01% +193 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,546 $302K 0.03% +36 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,516 $296K 0.02% +67 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,502 $293K 0.1% +857 13F-HR Timeline UNIVERSITY OF CHICAGO More: the full row for UNIVERSITY OF CHICAGO 1,500 $293K 0.09% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,486 $290K 0.05% new 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 1,484 $290K <0.01% -116,152 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,474 $288K <0.01% -1,862 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,459 $285K 0.01% +48 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,452 $284K 0.01% -76 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,439 $281K 0.01% +110 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,431 $280K 0.21% -95 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,428 $279K 0.01% +62 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,425 $278K 0.02% -2,094 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,412 $276K <0.01% +97 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 1,404 $274K 0.03% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,401 $274K 0.01% new 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,398 $273K 0.03% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,395 $273K 0.06% +97 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,372 $268K <0.01% +695 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,371 $268K <0.01% +560 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 1,366 $267K 0.43% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,363 $266K 0.12% -170 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,358 $265K 0.01% -1,369 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,353 $264K 0.01% new 13F-HR/A Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 1,350 $264K 0.06% new 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 1,350 $264K 0.12% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,335 $261K 0.05% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,334 $261K 0.02% 0 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,315 $257K <0.01% -268,959 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 1,314 $257K 0.01% +10 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,303 $255K 0.09% -18 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 1,282 $251K 0.17% +5 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,281 $250K <0.01% new 13F-HR/A Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,272 $249K 0.01% -25 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,268 $248K <0.01% new 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,267 $248K <0.01% +164 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,264 $247K <0.01% +335 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,246 $243K 0.07% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,224 $243K <0.01% +84 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,235 $241K 0.03% new 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 1,228 $240K 0.01% -60 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,222 $239K 0.05% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,193 $233K 0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,190 $233K 0.01% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,180 $231K 0.03% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,178 $230K 0.03% -286 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,173 $229K 0.01% -114 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,173 $229K 0.02% -42 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,162 $227K 0.01% new 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 1,158 $226K 0.04% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,157 $226K 0.09% +226 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,153 $225K 0.09% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,147 $224K 0.03% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,135 $222K 0.01% new 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 1,133 $221K 0.02% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,125 $220K 0.05% new 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 1,124 $220K 0.16% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,123 $219K 0.07% -205 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,118 $218K 0.02% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,114 $218K <0.01% new 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,113 $218K 0.1% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,086 $217K 0.02% -1,368 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,106 $216K 0.01% new 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 1,105 $216K 0.2% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,104 $216K 0.02% 0 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 1,100 $215K 0.05% new 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 1,092 $213K 0.19% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,091 $213K 0.01% new 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,089 $213K 0.08% new 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,084 $212K 0.03% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,071 $209K 0.01% -892 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 930 $208K 0.05% -99 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,048 $205K 0.01% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,041 $203K 0.02% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,037 $203K 0.01% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,037 $203K <0.01% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 1,032 $202K 0.06% -276 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,002 $200K 0.01% new 13F-HR Timeline Group Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 1,013 $198K <0.01% -6 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,000 $195K 0.04% -30 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,000 $195K 0.08% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 992 $194K 0.13% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 989 $193K 0.01% +398 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 946 $185K 0.01% +503 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 933 $182K 0.02% +54 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 927 $181K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 925 $181K 0.01% +40 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 918 $179K 0.02% +653 13F-HR Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 900 $176K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 867 $169K 0.01% +331 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 800 $156K 0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 789 $154K 0.07% +163 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 772 $151K 0.29% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 750 $147K <0.01% +68 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CVA Family Office, LLC More: the full row for CVA Family Office, LLC 745 $146K 0.02% +151 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 740 $145K 0.02% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 734 $143K 0.05% +35 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 728 $142K 0.03% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 721 $141K <0.01% -116 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 718 $136K 0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 650 $127K 0.01% +213 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 641 $125K 0.04% -12 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 606 $118K 0.01% 0 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 600 $117K 0.01% -120 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 575 $112K 0.01% -1,295 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 550 $107K 0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 546 $107K 0.07% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 621 $103K 0.03% -226 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 525 $103K <0.01% -66 13F-HR Timeline Group Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 522 $102K 0.04% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 506 $101K 0.07% -6 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 515 $101K 0.1% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 511 $99.8K <0.01% +46 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 500 $97.7K 0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 494 $96.5K 0.11% +455 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 479 $93.6K 0.05% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 470 $91.8K <0.01% new 13F-HR/A Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 462 $91.5K 0.01% -15 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 462 $90.3K 0.01% -49 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 441 $86.2K 0.01% new 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 410 $80.1K 0.01% +342 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 400 $78.2K 0.02% new 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 398 $77.8K <0.01% -274 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 396 $77.4K <0.01% +86 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 384 $75K 0.05% -430 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 379 $74.1K 0.01% +63 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 373 $72.8K 0.01% +1 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 351 $68.6K 0.01% -12 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 341 $66.6K 0.04% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 340 $66.4K 0.02% 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 321 $62.8K 0.05% 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 310 $60.6K 0.05% new 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 300 $58.6K 0.03% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 272 $53.1K 0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 264 $51.6K 0.02% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 253 $50.5K 0.01% +43 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 264 $50.1K <0.01% 0 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 250 $48.9K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 236 $46.1K <0.01% +4 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 232 $45.3K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 221 $43.2K <0.01% +2 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 201 $39.3K <0.01% new 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 200 $39.1K 0.02% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 200 $39.1K 0.03% -35 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 196 $38.8K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 197 $38.5K <0.01% +118 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 190 $37.1K 0.03% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 185 $36.1K <0.01% new 13F-HR Timeline Group HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 184 $36K 0.02% +96 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 180 $35.2K <0.01% -37 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 181 $35K <0.01% +30 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 161 $31.5K 0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 159 $31.1K <0.01% +60 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 156 $30.5K <0.01% +5 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 154 $30.1K <0.01% +25 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 150 $29.3K <0.01% +11 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 150 $29.3K 0.02% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 147 $28.7K <0.01% +26 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 146 $28.5K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 139 $27.2K <0.01% +62 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 139 $27.2K <0.01% -76 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 133 $26K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 133 $26K 0.03% +23 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 130 $25.4K <0.01% +26 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 125 $24.4K 0.01% +66 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 120 $23.4K 0.01% +112 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 119 $23.4K <0.01% +75 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 116 $22.7K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 114 $22.3K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 112 $21.9K <0.01% +4 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 111 $21.7K 0.01% +72 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 98 $21.5K 0.02% +1 13F-HR/A Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 110 $21.5K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 110 $21.5K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 109 $21.2K <0.01% +46 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 109 $21K <0.01% +57 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 105 $20.5K <0.01% -16 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 100 $19.5K <0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 95 $19K 0.01% 0 13F-HR Timeline