HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,213 $639K 0.01% +3 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,197 $635K 0.19% +25 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,195 $634K <0.01% +498 13F-HR Timeline Group Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 2,180 $630K 0.17% -58 13F-HR/A 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. 2,178 $629K 0.03% -246 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,147 $620K 0.01% -16 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 2,134 $616K 0.44% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,114 $611K <0.01% -1,661 13F-HR Timeline Group Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 2,112 $611K 0.05% -355 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 2,107 $608K 0.23% +397 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,101 $607K 0.05% +1,182 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,100 $607K 0.1% -30 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,097 $606K 0.24% +5 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,094 $605K 0.02% +400 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,084 $602K 0.02% +615 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,074 $599K 0.03% +87 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,054 $593K 0.04% +126 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 2,031 $587K 0.09% +13 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 2,031 $587K 0.01% +354 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 2,023 $584K 0.01% +206 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 1,996 $576K 0.01% new 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,988 $574K 0.03% +105 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 1,973 $570K 0.02% new 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 1,968 $568K 0.01% +135 13F-HR Timeline Group Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,968 $568K 0.17% +16 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 1,962 $567K 0.42% 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,952 $564K 0.01% -31 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 1,933 $558K 0.19% -55 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 1,926 $556K 0.37% +289 13F-HR/A Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,896 $548K 0.03% +1 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,862 $538K 0.07% +845 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,851 $535K 0.01% -22,267 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 1,851 $535K 0.08% +7 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,850 $534K 0.24% -3 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,844 $533K 0.02% -31 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,897 $529K 0.01% +30 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,829 $528K 0.05% -767 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 1,810 $523K 0.06% +65 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 1,806 $522K 0.37% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,804 $521K -116 Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,786 $516K 0.01% +49 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 1,783 $515K 0.14% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,777 $513K <0.01% -165 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,817 $504K 0.02% -143 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,746 $504K 0.01% +40 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,741 $503K 0.07% +10 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,728 $499K 0.01% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,705 $492K 0.03% -209 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,701 $491K 0.21% +1 13F-HR Timeline WINMILL & CO. INC in group WINMILL & CO. INC More: the full row for WINMILL & CO. INC 1,700 $491K 0.12% 0 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,689 $489K 0.07% -29 13F-HR/A Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,691 $488K 0.05% +475 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,678 $485K 0.01% -50 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,669 $482K 0.01% -115 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,664 $481K 0.03% -806 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,660 $479K 0.03% +6 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,651 $477K 0.07% +685 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,649 $476K 0.02% +669 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 1,633 $472K 0.11% +23 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 1,626 $470K 0.11% +215 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,625 $469K <0.01% new 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 1,612 $466K 0.01% -22 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,598 $462K 0.07% +12 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 1,587 $458K 0.13% +10 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,562 $451K 0.39% +187 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,555 $449K 0.03% +344 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,532 $443K 0.04% +11 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,530 $442K 0.01% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,527 $441K 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 1,522 $440K 0.06% -32 13F-HR Timeline Group Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 1,517 $438K 0.22% +16 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,503 $434K 0.04% +338 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,500 $433K 0.02% -290 13F-HR Timeline Group Private Capital Management, LLC More: the full row for Private Capital Management, LLC 1,500 $433K 0.04% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,492 $431K 0.01% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,482 $428K 0.02% -51 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,480 $427K 0.01% +119 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,451 $425K 0.04% +589 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,463 $423K 0.03% -3,949 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,462 $422K 0.01% -142 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 1,439 $416K 0.07% -102 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,437 $415K 0.03% -1,559 13F-HR/A Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,434 $414K 0.05% -43 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,427 $412K 0.01% +12 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,406 $406K 0.02% +90 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,405 $406K 0.01% +56 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,402 $405K 0.2% +285 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,390 $402K 0.06% +78 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,375 $397K 0.01% +10 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,371 $396K 0.02% +22 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,351 $390K 0.02% +7 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,350 $390K 0.3% +103 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,349 $390K 0.01% -146 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,347 $389K 0.1% +73 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,331 $384K <0.01% +58 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 1,329 $384K 0.03% +103 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 1,324 $382K 0.29% +27 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,322 $382K <0.01% -308 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,316 $380K 0.02% -81 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,313 $379K 0.01% new 13F-HR Timeline BANK OZK More: the full row for BANK OZK 1,310 $378K 0.13% 0 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 1,302 $376K 0.01% -28 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,300 $376K 0.02% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,300 $376K 0.01% +396 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 1,300 $376K 0.26% 0 13F-HR/A Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,291 $373K 0.03% -38 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,289 $372K 0.05% +11 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,285 $371K 0.01% -4,136 13F-HR/A Timeline MOTCO More: the full row for MOTCO 1,282 $370K 0.03% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,280 $370K 0.02% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,279 $369K 0.12% +656 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,273 $368K 0.02% new 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,266 $366K 0.06% new 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 1,263 $365K 0.06% new 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 1,261 $364K 0.24% -52 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,259 $364K 0.01% new 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,260 $364K 0.05% -218 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 1,260 $364K 0.16% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 1,248 $360K 0.03% +274 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,238 $358K 0.03% +53 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,234 $356K 0.01% +346 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 1,229 $355K 0.02% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,222 $353K 0.01% -909 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 1,221 $353K 0.13% 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,197 $346K 0.01% +121 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,193 $344K <0.01% -257 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,192 $344K 0.25% +112 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,191 $344K 0.01% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,189 $343K 0.01% -156 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,182 $341K 0.08% +15 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,181 $341K <0.01% new 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,175 $339K 0.08% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,161 $335K 0.04% -104 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,156 $334K 0.01% -224 13F-HR Timeline Ruffer LLP More: the full row for Ruffer LLP 1,150 $332K 0.02% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,144 $330K 0.06% +102 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,143 $330K 0.07% +9 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,138 $329K 0.06% +1 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,127 $326K 0.02% -1 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,122 $324K 0.18% -10 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,105 $319K 0.06% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,103 $319K 0.03% -64 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 1,100 $318K 0.01% -9,067 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,096 $317K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Weaver Consulting Group More: the full row for Weaver Consulting Group 1,095 $316K 0.08% +2 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,095 $316K 0.2% +25 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,090 $315K 0.29% +81 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,086 $314K 0.14% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,081 $312K 0.05% new 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 1,080 $312K 0.03% -25,160 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,078 $311K 0.06% -7 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,078 $311K 0.1% +113 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,067 $308K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,061 $306K 0.01% -56 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 1,060 $306K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,059 $306K <0.01% -78 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,051 $304K 0.01% -503 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,050 $303K 0.11% +103 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,046 $302K 0.09% +4 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,045 $302K 0.08% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,041 $301K 0.01% -32 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,036 $299K 0.08% +1 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,030 $298K <0.01% +30 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 1,017 $294K 0.19% -49 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 1,002 $289K 0.08% -1 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 999 $289K <0.01% -114 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 999 $289K 0.02% +76 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 997 $288K 0.06% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 994 $287K 0.08% +466 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 991 $286K 0.01% +292 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 984 $284K 0.05% +8 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 980 $283K 0.01% -282 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 971 $280K 0.06% -7 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 963 $278K 0.11% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 962 $278K 0.01% +10 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 957 $276K 0.02% +390 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 950 $274K 0.02% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 949 $274K 0.02% 0 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 946 $273K 0.12% +6 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 944 $273K 0.06% 0 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 943 $272K 0.18% -25 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 943 $272K 0.02% -725 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 943 $272K 0.06% +65 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 943 $272K 0.01% -43 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 942 $272K 0.01% -844 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 942 $272K 0.02% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 940 $272K 0.01% -114 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 935 $270K <0.01% -59 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 934 $270K 0.01% +243 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 934 $270K 0.03% +1 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 934 $270K 0.02% -116 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 932 $269K 0.07% new 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 932 $269K 0.03% +5 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 929 $268K 0.07% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 926 $267K 0.02% -29 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 926 $267K 0.11% -5 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 925 $267K 0.05% new 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 923 $267K 0.13% +63 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 918 $265K 0.01% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 906 $262K 0.01% +41 13F-HR Timeline Group