CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,366 $1.52M 0.09% +34 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 6,360 $1.52M 0.34% +4,304 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 6,341 $1.52M 1.19% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,253 $1.5M 0.11% -286 13F-HR Timeline PGGM Investments More: the full row for PGGM Investments 6,234 $1.49M 0.02% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 6,208 $1.49M 0.23% 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 6,154 $1.47M 0.02% +3,747 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 6,127 $1.47M 0.62% -581 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 6,103 $1.46M +608 Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 6,061 $1.46M 0.43% +188 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,076 $1.46M 0.04% +551 13F-HR Timeline Group CAXTON ASSOCIATES LP More: the full row for CAXTON ASSOCIATES LP 6,075 $1.46M 0.05% -1,505 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 6,029 $1.44M 0.72% -377 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,019 $1.44M 0.05% -228 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 6,005 $1.44M 0.29% -1,527 13F-HR Timeline Telligent Fund, LP More: the full row for Telligent Fund, LP 6,000 $1.44M 1.37% 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,990 $1.44M 0.01% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,986 $1.43M 0.25% -56 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,983 $1.43M 0.06% +425 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,981 $1.43M 0.02% +514 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 5,860 $1.43M 0.03% +386 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,932 $1.42M 0.06% +440 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,923 $1.42M 0.16% -690 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,917 $1.42M 0.28% +488 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,905 $1.41M 0.02% +328 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,896 $1.41M 0.04% 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 5,895 $1.41M 0.25% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,880 $1.41M 0.11% +269 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 5,872 $1.41M 0.69% +2 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 5,870 $1.41M 0.24% +2,865 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 5,813 $1.39M 0.39% +1,107 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,763 $1.38M 0.03% -5 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 5,720 $1.37M 2.04% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,666 $1.36M 0.06% -3,027 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,624 $1.35M 0.14% +56 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 5,576 $1.34M 0.1% -337 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,528 $1.32M 0.05% -208 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 5,525 $1.32M 0.41% -50 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 5,500 $1.32M 0.65% 0 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 5,460 $1.31M 0.17% +37 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 5,441 $1.3M 0.54% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,417 $1.3M -5 Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 5,396 $1.29M 1.1% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4,926 $1.29M 0.11% -393 13F-HR Timeline Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 5,343 $1.28M <0.01% -9,538 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 5,343 $1.28M 0.71% 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 5,349 $1.28M 0.02% -1,727 13F-HR Timeline Group Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 5,336 $1.28M 0.29% +686 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,334 $1.28M 0.12% +1,809 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,327 $1.28M 0.02% +665 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5,321 $1.27M 0.69% 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,318 $1.27M 0.02% +351 13F-HR/A Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 5,305 $1.27M 0.09% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,239 $1.26M 0.21% +496 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 5,239 $1.26M 0.15% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,232 $1.25M 0.02% +2,663 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 5,226 $1.25M 0.22% -19 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 5,187 $1.24M 0.02% +7 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,185 $1.24M 0.1% new 13F-HR Timeline Group Riverwater Partners LLC More: the full row for Riverwater Partners LLC 5,183 $1.24M 0.6% -875 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 5,126 $1.23M 0.34% -755 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 5,114 $1.23M 0.34% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,089 $1.22M 0.06% +274 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,082 $1.22M 0.04% +16 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 5,070 $1.21M 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,060 $1.21M 0.05% +907 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,053 $1.21M 0.08% +188 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,026 $1.2M 0.04% -736 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,015 $1.2M 0.16% +17 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 5,003 $1.2M 0.45% -8 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 5,000 $1.2M 0.29% 0 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 4,999 $1.2M 0.34% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,993 $1.2M 0.14% +40 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 4,966 $1.19M 0.05% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 4,965 $1.19M 0.11% -270 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,959 $1.19M 0.02% -230 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 4,891 $1.17M +843 Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,935 $1.16M 0.01% +328 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 4,913 $1.16M 0.11% +423 13F-HR Timeline Group Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 4,816 $1.15M 0.92% -5 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,808 $1.15M 0.04% +478 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,770 $1.14M 0.12% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,716 $1.13M 0.04% -306 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 4,713 $1.13M 0.02% -142 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 4,700 $1.13M 0.04% new 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 4,680 $1.12M 0.38% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 4,680 $1.12M 0.07% -52 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,675 $1.12M 0.21% +13 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,672 $1.12M 0.04% +333 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,670 $1.12M 0.05% -833 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 4,651 $1.11M 0.45% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,503 $1.11M 0.03% +478 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,602 $1.1M 0.14% +3,044 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 4,562 $1.09M 0.01% -145 13F-HR Timeline Group American Trust More: the full row for American Trust 4,559 $1.09M 0.08% +255 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,546 $1.09M 0.13% +304 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 4,530 $1.09M 0.04% -290 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,302 $1.08M 0.07% -153 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 4,518 $1.08M 0.36% +1 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,515 $1.08M 0.02% -95 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,489 $1.08M 0.11% +156 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,488 $1.08M 0.19% +712 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 4,448 $1.07M 1.24% 13F-HR Timeline CNB Bank More: the full row for CNB Bank 4,387 $1.05M 0.49% -73 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 4,380 $1.05M 0.06% -17,400 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,367 $1.05M 0.11% +1,037 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,365 $1.05M 0.57% -142 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,189 $1.04M 0.1% +47 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 4,343 $1.04M 0.28% 0 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 4,324 $1.04M 0.41% +49 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 4,302 $1.03M 0.3% -524 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 4,296 $1.03M 0.62% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,231 $1.01M 0.07% +96 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 4,226 $1.01M 0.02% +1,305 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,202 $1.01M 0.22% +131 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,175 $1M 0.01% -198 13F-HR Timeline Group DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 4,164 $998K 0.15% -12 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 4,163 $998K 0.77% 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 4,124 $988K 0.02% +2,674 13F-HR Timeline Group LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 4,120 $987K <0.01% +295 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,080 $978K 0.03% -160 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 4,073 $976K 0.31% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 4,002 $959K 0.2% +2,254 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 4,000 $958K 0.06% 0 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 4,000 $958K 0.39% 0 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 3,985 $955K 0.09% +92 13F-HR Timeline Group WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 3,984 $955K 0.69% -185 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,983 $954K 0.06% +182 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,974 $952K 0.06% -437 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 3,971 $951K 0.15% -1,137 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,942 $945K 0.14% -1,102 13F-HR/A Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 3,940 $944K 0.12% +936 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,938 $944K 0.14% -1,194 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,926 $941K 0.11% +1,589 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 3,925 $940K 0.39% +43 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,905 $936K 0.14% -39 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,857 $924K 0.04% +9 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 3,846 $922K 0.5% +209 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,821 $915K 0.04% -97 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,815 $914K 0.08% -1,109 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 3,799 $910K 0.24% +164 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,793 $909K 0.32% 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,783 $906K 0.03% -1 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,782 $906K 0.07% +113 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 3,776 $905K 0.17% +23 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,775 $905K 0.01% +182 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,774 $904K 0.08% +1,661 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,772 $904K 0.04% -365 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,764 $902K 0.05% +157 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,756 $900K 0.07% +96 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 3,720 $891K 0.58% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 3,695 $885K 0.19% +40 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,661 $877K 0.05% -1 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 3,541 $875K 0.07% +1,773 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 3,647 $874K 0.05% +54 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,636 $871K 0.02% -330 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,634 $871K 0.39% -147 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 3,625 $869K 0.49% 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,620 $867K 0.09% -14 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 3,594 $861K 0.5% 0 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 3,584 $859K 0.26% -35 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,576 $857K 0.03% +400 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,565 $854K 0.05% +318 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,546 $850K 0.17% +217 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 3,545 $849K 0.15% -160 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,538 $848K 0.23% 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,532 $846K 0.26% new 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 3,529 $846K 0.56% +11 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 3,500 $839K 0.97% 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,486 $835K 0.06% -78 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 3,475 $833K 0.02% +161 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 3,437 $824K 0.66% 0 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 3,429 $822K 0.54% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 3,423 $820K 0.46% +116 13F-HR Timeline James Reed Financial Services, Inc. More: the full row for James Reed Financial Services, Inc. 3,408 $817K 0.85% 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3,404 $816K 0.1% -196 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,396 $814K 0.04% +21 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,313 $813K 0.02% -45 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,392 $813K 0.02% +457 13F-HR/A Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 3,369 $807K 0.06% +15 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,363 $806K 0.13% -184 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,357 $804K 0.06% -118 13F-HR Timeline Group Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 3,345 $801K 0.02% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,341 $801K 0.07% +271 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,312 $793K 0.24% -17 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 3,299 $791K 0.27% -20 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,270 $787K 0.27% -27 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,284 $787K 0.27% +6 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,257 $780K 0.08% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 3,254 $780K 0.25% +752 13F-HR Timeline HARBERT FUND ADVISORS, LLC More: the full row for HARBERT FUND ADVISORS, LLC 3,250 $779K 0.68% +1,250 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,247 $778K 0.02% +459 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,241 $776K 0.01% -2,481 13F-HR/A Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,225 $773K 0.06% +107 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,223 $772K 0.06% +766 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,220 $772K 0.02% +2,000 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 3,194 $765K 0.27% -955 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,180 $762K 0.03% -41 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 3,179 $762K 0.14% -40 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,175 $761K 0.02% +105 13F-HR Timeline