Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 7,146 $577K 0.06% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,127 $576K 0.02% +4,027 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 7,053 $570K 0.09% -295 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 7,037 $568K 0.19% -1,114 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,007 $566K 0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,962 $562K <0.01% +5,584 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 6,924 $559K 0.04% +2,047 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,845 $558K 0.01% new 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 6,854 $553K 0.16% +1,480 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 6,849 $553K 0.02% +468 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 6,847 $553K 0.02% -467 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 6,800 $549K 0.47% -430 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 6,741 $544K 0.17% +625 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 6,675 $539K 0.03% -12,420 13F-HR Timeline Group Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 6,649 $537K 0.55% 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,930 $537K 0.01% +1,298 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,626 $535K 0.01% new 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,597 $533K <0.01% +3,232 13F-HR Timeline Group Dorato Capital Management More: the full row for Dorato Capital Management 6,613 $530K 0.4% 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,643 $530K 0.01% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,546 $529K 0.01% new 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 6,524 $527K 0.16% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 6,520 $526K 0.03% new 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 6,424 $522K 0.13% +358 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 6,463 $522K 0.16% -18 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,462 $522K 0.01% +3,076 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 6,413 $518K 0.14% -381 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 6,405 $517K 0.52% 0 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 6,337 $512K 0.04% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 6,336 $512K 0.04% +1,188 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 6,315 $510K 0.05% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 6,285 $507K 0.02% +227 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 6,260 $505K 0.14% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,215 $502K 0.01% +2,912 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 6,170 $498K 0.1% +2,475 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 6,170 $498K 0.05% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,117 $494K 0.02% +2,939 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 6,066 $490K 0.01% -367 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 6,061 $489K 0.11% -798 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 6,059 $489K 0.48% -8,711 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,043 $488K 0.02% new 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 6,033 $487K 0.2% new 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 5,953 $481K 0.02% +3,426 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 5,952 $481K 0.01% -37,112 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,949 $480K 0.02% +2,141 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 5,945 $480K 0.01% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 5,918 $478K 0.18% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,911 $477K 0.01% +1,104 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 5,910 $477K 0.13% +149 13F-HR Timeline Group Estabrook Capital Management More: the full row for Estabrook Capital Management 5,866 $474K 0.07% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,781 $467K 0.01% +85 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,773 $466K 0.01% +840 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,756 $465K 0.01% +1,597 13F-HR Timeline Group WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 5,748 $464K 0.39% 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,674 $458K <0.01% new 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 5,656 $457K 0.33% +410 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,645 $456K 0.02% new 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 5,630 $455K 0.51% -2,550 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 5,628 $454K 0.11% +1,700 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 5,624 $454K 0.16% -526 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 5,612 $453K 0.01% +3,111 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,610 $453K 0.02% +3,668 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 5,606 $453K 0.02% -1,010 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 5,525 $446K 0.06% -486 13F-HR Timeline Watershed Asset Management, L.L.C. More: the full row for Watershed Asset Management, L.L.C. 5,460 $441K 0.41% 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,436 $439K 0.03% +386 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 5,371 $434K 0.37% 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,283 $431K 0.01% new 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 5,315 $429K 0.13% +1,446 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,295 $428K 0.06% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 5,258 $425K 0.01% -114 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,238 $423K 0.01% +176 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,242 $423K 0.03% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 5,230 $422K 0.01% -50 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,190 $419K 0.01% +899 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 5,159 $417K 0.1% +503 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,101 $412K 0.03% +1,659 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 5,072 $410K 0.11% -374 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,978 $402K 0.02% new 13F-HR Timeline Group Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 4,964 $401K 0.01% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 4,956 $400K 0.19% +416 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,918 $397K 0.01% -4,488 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,899 $396K <0.01% +1,424 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 4,897 $395K 0.33% +167 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 4,885 $394K 0.06% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 4,878 $394K 0.04% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,855 $392K 0.05% -2,050 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 4,859 $392K 0.11% -116 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,850 $392K 0.07% +1,500 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,823 $389K 0.03% +1,700 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 4,816 $389K 0.16% new 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 4,789 $387K 0.39% new 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 4,774 $386K 0.03% +303 13F-HR/A Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 4,752 $384K 0.25% +1,079 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 4,700 $380K 0.03% +789 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4,666 $377K 0.06% +3,335 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,600 $371K 0.09% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 4,586 $370K 0.08% 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,570 $369K 0.01% +346 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,568 $369K 0.3% -42 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,555 $368K <0.01% new 13F-HR Timeline Group Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $367K 0.16% new 13F-HR Timeline Amount filed as zero, left out of ratios. HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,529 $366K 0.01% new 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 4,500 $363K 0.14% new 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 4,445 $359K 0.14% new 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,430 $358K 0.07% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 4,404 $356K 0.01% +2,437 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,373 $353K 0.01% new 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 4,305 $350K 0.3% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 4,572 $350K 0.12% new 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 4,331 $350K 0.22% +404 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 4,316 $349K 0.18% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,293 $347K 0.01% +612 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,261 $344K 0.02% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,254 $343K 0.01% +508 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,250 $343K 0.02% +1,402 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 4,204 $339K 0.16% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,202 $339K 0.04% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,183 $338K 0.03% new 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 4,181 $338K 0.11% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,127 $333K 0.17% +1,378 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 4,121 $333K 0.07% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,116 $332K 0.03% -524 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,108 $332K 0.02% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,005 $326K 0.02% +749 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 4,036 $326K <0.01% +128 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,034 $326K 0.1% +269 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,029 $325K 0.02% +1,073 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,991 $322K 0.01% +1,412 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 3,991 $322K 0.48% 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,984 $322K 0.04% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,983 $322K <0.01% +802 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,900 $315K <0.01% -292 13F-HR Timeline Trust Co More: the full row for Trust Co 3,896 $315K 0.03% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,867 $312K <0.01% +27 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 3,912 $312K 0.01% new 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,825 $312K <0.01% +60 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,862 $312K <0.01% +550 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 3,842 $310K 0.1% 0 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,833 $310K 0.07% new 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 3,824 $309K 0.09% +24 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 3,809 $308K 0.03% +400 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 3,800 $307K 0.16% -483 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 3,792 $306K 0.03% new 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 3,788 $306K 0.03% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,785 $306K 0.04% +1,188 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,785 $306K 0.08% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 3,778 $305K 0.01% new 13F-HR Timeline Group Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 3,775 $305K 0.06% +147 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,766 $304K <0.01% -3,376 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,763 $304K 0.02% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,759 $304K 0.02% +999 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,752 $303K 0.02% new 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 3,700 $299K 0.04% -400 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,751 $299K 0.03% new 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,675 $297K 0.02% 0 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 3,635 $296K 0.08% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,658 $295K 0.01% -61 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,653 $295K 0.11% -1,024 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,643 $294K 0.01% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,629 $293K <0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,610 $292K 0.01% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,603 $291K 0.02% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,598 $291K 0.02% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,556 $287K <0.01% +593 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 3,547 $286K 0.04% -22,160 13F-HR/A Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 3,500 $283K 0.13% new 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 3,500 $283K 0.65% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,465 $280K 0.02% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,443 $278K 0.02% new 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 3,400 $277K 0.02% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,433 $277K 0.03% +33 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,388 $274K 0.01% -4,752 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,711 $271K 0.12% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,357 $270K 0.01% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,333 $269K <0.01% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,305 $267K 0.02% +70 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,305 $267K 0.06% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,294 $266K 0.02% -600 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,292 $266K 0.02% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,284 $265K 0.05% +4 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,269 $264K 0.03% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,205 $259K 0.01% +379 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,180 $257K 0.15% -48 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,170 $256K 0.08% +2,745 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,139 $253K 0.03% +199 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 3,135 $253K 0.16% 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 3,130 $253K 0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,113 $251K 0.01% +2,696 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,104 $251K 0.02% new 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,101 $250K 0.01% new 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 3,073 $248K <0.01% -65 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,050 $247K 0.04% new 13F-HR Timeline Group nVerses Capital, LLC More: the full row for nVerses Capital, LLC 3,054 $247K 0.55% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,053 $247K 0.02% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,052 $246K 0.17% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,050 $246K <0.01% -50 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,049 $246K 0.01% -558 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 3,018 $244K 0.15% -365 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,015 $243K <0.01% +2,406 13F-HR Timeline