Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,311 $678K 0.02% -490 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,273 $667K 0.14% -47 13F-HR/A Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,267 $665K 0.04% +898 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 2,257 $662K -91 Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,255 $662K 0.01% +214 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 2,243 $658K 0.05% -10,470 13F-HR Timeline Group Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 2,238 $657K 0.19% new 13F-HR/A Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,212 $649K 0.04% +1,285 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,210 $649K 0.02% +351 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,180 $639K 0.01% +183 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,172 $637K 0.2% -4 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,163 $635K 0.01% 0 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 2,134 $626K 0.51% 0 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. 2,131 $626K 0.01% +8 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,131 $625K 0.02% +233 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,130 $625K 0.11% -400 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,122 $623K 0.04% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,092 $614K 0.27% +8 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 2,078 $610K 0.41% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,066 $606K 0.01% +13 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,039 $598K 0.04% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,037 $598K 0.04% +894 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 2,018 $592K 0.1% -5 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 1,988 $592K 0.22% -476 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,987 $583K 0.04% +233 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,983 $582K 0.01% -44 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 1,965 $577K 0.42% 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,955 $573K 0.2% +452 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,952 $573K 0.19% +372 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,942 $570K 0.01% -90 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 1,900 $566K 0.09% 0 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,928 $566K 0.04% +122 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,920 $563K +384 Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,914 $562K 0.03% -48 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,895 $556K 0.03% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,883 $553K 0.03% +320 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,875 $550K 0.03% -127 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,960 $550K 0.02% new 13F-HR Timeline Group IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,853 $544K 0.27% +141 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 1,846 $542K 0.53% -331 13F-HR/A Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 1,844 $541K 0.09% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 1,833 $537K 0.01% 0 13F-HR Timeline Group ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 1,817 $533K 0.01% -12 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,867 $530K 0.01% -130 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 1,806 $530K 0.4% -3 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,805 $530K 0.22% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,803 $529K 0.03% -608 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,790 $525K 0.02% -188 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,786 $524K 0.03% +88 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,784 $524K 0.01% +5 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 1,775 $521K 0.06% -2,506 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,764 $518K 0.03% new 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 1,751 $514K <0.01% new 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 1,745 $512K 0.06% -84 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,737 $510K 0.01% -3 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,731 $508K 0.08% +24 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,728 $507K 0.01% +1,220 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,726 $507K 0.02% -25 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,720 $505K 0.03% +181 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,718 $504K 0.07% +462 13F-HR/A Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 1,715 $503K 0.12% 0 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 1,710 $502K 0.2% -19 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,706 $500K 0.02% -9 13F-HR Timeline WINMILL & CO. INC in group WINMILL & CO. INC More: the full row for WINMILL & CO. INC 1,700 $499K 0.14% 0 13F-HR Timeline Group 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 1,700 $499K <0.01% +350 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,700 $499K 0.24% +2 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,697 $498K <0.01% -33 13F-HR Timeline Group Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 1,696 $498K 0.16% +20 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,694 $497K 0.02% +253 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,677 $492K 0.01% +327 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 1,668 $489K 0.03% -736 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,654 $485K 0.04% +345 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 1,637 $480K 0.37% -62 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,634 $479K 0.01% -123 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,630 $478K <0.01% +73 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 1,610 $472K 0.13% +36 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,604 $471K 0.01% -216 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,586 $465K 0.08% -94 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 1,577 $463K 0.15% +27 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 1,563 $459K 0.02% +287 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 1,560 $458K 0.07% +210 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,554 $456K 0.08% -32 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,554 $456K 0.01% new 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 1,549 $455K 0.22% +655 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 1,549 $455K 0.04% new 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 1,548 $454K 0.39% +180 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,541 $452K 0.02% new 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 1,541 $452K 0.08% +9 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,533 $450K 0.02% -698 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 1,530 $449K 0.01% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,527 $448K 0.01% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,521 $446K 0.05% -3 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 1,501 $441K 0.25% +15 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,495 $439K 0.01% +150 13F-HR/A Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,492 $438K 0.01% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,478 $434K 0.06% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,477 $433K 0.06% +13 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,469 $431K 0.02% +15 13F-HR/A Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,467 $430K 0.01% -24 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,450 $425K <0.01% -234 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 1,428 $419K 0.02% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,424 $418K 0.01% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,415 $415K 0.01% +160 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 1,411 $414K 0.11% +17 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,397 $410K 0.05% +29 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,397 $410K 0.03% -30 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,380 $405K 0.01% -141 13F-HR/A Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,375 $403K 0.39% -53 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,365 $401K 0.01% +52 13F-HR/A Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,361 $399K 0.01% +427 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,349 $396K 0.02% +854 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,349 $396K 0.01% +38 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,345 $395K 0.01% +72 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,344 $394K 0.02% -2 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,312 $391K 0.07% +84 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 1,330 $390K 0.01% +49 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,329 $390K 0.04% +9 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,316 $386K 0.02% +158 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 1,313 $385K 0.25% -16 13F-HR Timeline BANK OZK More: the full row for BANK OZK 1,310 $384K 0.15% 0 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 1,300 $381K 0.3% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,300 $381K 0.02% -2,700 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 1,297 $380K 0.32% +377 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,280 $376K 0.02% -250 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,278 $375K 0.06% +1 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,274 $374K 0.1% +134 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,273 $374K <0.01% +72 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,265 $371K 0.05% +29 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,262 $370K 0.01% +60 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 1,260 $370K 0.18% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,247 $366K 0.3% 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 1,229 $361K 0.02% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,226 $360K 0.03% +409 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,222 $359K 0.04% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,216 $357K 0.04% -694 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,211 $355K 0.02% +79 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,197 $351K 0.06% +208 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,191 $349K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 1,282 $349K 0.03% +24 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,185 $348K 0.04% -13 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,175 $345K 0.08% +125 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,167 $342K 0.09% +13 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,167 $342K 0.04% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,165 $342K 0.03% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,144 $336K 0.03% -150 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,137 $334K 0.07% -9,151 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,137 $333K <0.01% -1,630 13F-HR Timeline Group Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,134 $333K 0.08% +15 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,132 $332K 0.19% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,128 $331K 0.03% -18 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,142 $331K 0.01% +353 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,112 $330K 0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,117 $328K 0.02% +54 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,117 $328K 0.17% +127 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 1,115 $327K 0.03% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,113 $327K <0.01% -204 13F-HR Timeline Group WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,105 $324K 0.07% 0 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,105 $324K 0.29% new 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 1,098 $322K 0.12% -30 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,093 $321K 0.09% +1 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,086 $319K 0.17% -12 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,085 $318K 0.07% +8 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,070 $317K 0.22% +36 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,080 $317K 0.24% +86 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,077 $316K 0.06% -34 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,076 $316K 0.01% -183 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,073 $315K 0.01% -518 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 1,068 $313K 0.2% -110 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,067 $313K <0.01% -861 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 1,066 $313K 0.23% +13 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,057 $310K 0.01% +641 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,054 $309K 0.01% +168 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,051 $308K <0.01% -2,706 13F-HR/A Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,050 $308K 0.02% -186 13F-HR/A Timeline Group 111 Capital More: the full row for 111 Capital 1,042 $306K 0.05% +237 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,042 $306K 0.1% +4 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,035 $304K 0.09% +1 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,029 $302K 0.04% new 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,017 $299K 0.04% -917 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,009 $296K 0.31% -15 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,003 $294K 0.01% -130 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 1,003 $294K 0.08% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,000 $293K <0.01% +94 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 1,000 $293K 0.11% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 994 $292K 0.01% -172 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 986 $289K 0.01% +66 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 980 $288K 0.02% new 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 978 $287K 0.06% -24 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 976 $286K 0.06% +206 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 974 $286K 0.02% -951 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 968 $284K 0.22% +6 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 966 $283K 0.06% new 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 965 $283K 0.1% +3 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 949 $282K 0.11% -32 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 955 $280K 0.02% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 952 $279K 0.01% +482 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 950 $279K 0.03% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 949 $278K 0.02% -200 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 948 $278K 0.03% +1 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 947 $278K 0.11% 0 13F-HR Timeline