Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,760 $305K 0.07% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,744 $303K 0.02% +726 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,725 $302K 0.01% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,703 $300K 0.1% -5,485 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,700 $300K 0.01% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,692 $299K <0.01% +432 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 4,682 $296K 0.12% -1,531 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 3,647 $296K 0.01% -18,763 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,627 $294K <0.01% +16 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,590 $291K 0.01% +90 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,588 $291K 0.04% -316 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,562 $289K <0.01% +214 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,532 $286K 0.02% -943 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 3,525 $286K 0.02% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 3,485 $282K <0.01% -1,545 13F-HR/A Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,460 $280K 0.03% +30 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,435 $278K 0.2% +1,880 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,431 $278K <0.01% +3,130 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 3,418 $277K 0.01% -1,256,560 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 3,408 $276K 0.01% -7,430 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,370 $273K 0.03% +1 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,369 $273K 0.04% -1,197 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 3,353 $272K 0.01% 13F-HR/A Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 3,339 $271K 0.26% 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,290 $267K 0.01% -1,092 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,286 $266K 0.07% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,269 $265K 0.03% -443 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,264 $264K <0.01% -315 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 3,220 $261K 0.04% +70 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,213 $260K 0.01% +70 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,137 $254K <0.01% 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,119 $253K <0.01% -7,754 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,105 $252K <0.01% -2,103 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,155 $251K 0.01% +216 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 3,091 $250K 0.01% -56 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 3,080 $250K 0.02% 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,056 $248K 0.03% +273 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 3,041 $246K 0.16% +294 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,039 $246K 0.06% +142 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 3,035 $246K 0.02% +1 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,024 $245K 0.06% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 3,015 $244K 0.01% +862 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 3,006 $244K 0.01% new 13F-HR Timeline Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 3,000 $243K 0.13% 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,990 $242K 0.05% +667 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,958 $240K 0.01% +3 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,936 $238K 0.04% -585 13F-HR Timeline Xena Financial Planning, LLC More: the full row for Xena Financial Planning, LLC 2,927 $237K 0.28% 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,858 $232K 0.01% -1,867 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 2,813 $228K <0.01% +411 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,803 $227K 0.01% -2,007 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,797 $227K 0.01% -14 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 2,783 $226K 0.03% +108 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 2,714 $220K 0.11% +1,139 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,671 $216K 0.02% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,648 $215K <0.01% -3,768 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,642 $214K 0.08% -300 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,606 $211K 0.01% new 13F-HR/A Timeline Olympiad Research LP More: the full row for Olympiad Research LP 2,598 $211K 0.56% -1,986 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,584 $209K <0.01% -1,995 13F-HR Timeline Group CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 2,572 $208K 0.1% +508 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,569 $208K 0.02% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,558 $207K 0.05% -313 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,548 $206K <0.01% +409 13F-HR Timeline Group Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 2,526 $205K 0.07% -10,070 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,525 $205K 0.01% -594 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,505 $203K 0.01% -476 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 2,500 $203K 0.05% -5 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 2,500 $203K 0.11% 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,491 $202K <0.01% -2,907 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,491 $202K <0.01% -63 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,482 $201K 0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,459 $199K 0.06% -752 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,361 $191K <0.01% +1,572 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,096 $170K 0.02% +14 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 2,027 $164K 0.13% 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,024 $164K 0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,016 $163K 0.03% +694 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,894 $153K 0.01% -437 13F-HR Timeline Group LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 1,874 $152K 0.02% -1,858 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 1,827 $148K <0.01% -1,806 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,824 $148K <0.01% +30 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,783 $144K <0.01% -77 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,647 $133K <0.01% +105 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,637 $133K 0.02% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 1,587 $129K <0.01% -1,313 13F-HR Timeline Group Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 1,580 $128K <0.01% -698,973 13F-HR Timeline Group Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 1,500 $122K 0.07% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 1,346 $109K 0.11% 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,263 $102K <0.01% -12,790 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 1,170 $94.8K 0.06% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,134 $91.9K <0.01% +396 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,101 $89.2K 0.01% +41 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,056 $85.6K 0.01% new 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 1,000 $81K 0.04% +810 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 1,000 $81K 0.03% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 978 $79.2K 0.02% -370 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 977 $79.2K 0.03% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 972 $78.8K 0.02% +971 13F-HR/A Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 949 $76.9K 0.08% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 871 $76K <0.01% +441 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 926 $75K <0.01% -4,811 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 916 $74K 0.04% -137 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 837 $67.8K <0.01% -4,522 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 825 $66.8K <0.01% +7 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arax Advisory Partners More: the full row for Arax Advisory Partners 825 $66.8K <0.01% -306,040 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 822 $66.6K <0.01% -112 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 800 $64.8K 0.06% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 776 $62.9K <0.01% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 740 $60K 0.04% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 735 $59.6K <0.01% -13 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 734 $59.5K <0.01% +312 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 673 $54.5K <0.01% -106 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 670 $54.3K 0.02% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 660 $53.5K 0.01% +120 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 639 $51.8K 0.01% +604 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 634 $51.4K 0.02% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 606 $49.1K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 600 $48.6K 0.03% +218 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 597 $48.4K <0.01% -2,619 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 595 $48.2K 0.04% -1,228 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 578 $46.8K <0.01% -495 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 567 $45.9K <0.01% +272 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 571 $43.3K <0.01% +305 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 530 $42.9K 0.02% 0 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 335 $42K <0.01% 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 500 $40.5K 0.11% -150 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 494 $40K 0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 485 $39.3K <0.01% +458 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 461 $38K <0.01% +27 13F-HR Timeline Group Garner Asset Management Corp More: the full row for Garner Asset Management Corp 462 $37.4K 0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 459 $37.2K 0.01% -132 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 445 $36.1K 0.01% +106 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 445 $36.1K 0.01% +110 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 417 $33.8K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 409 $33.1K <0.01% +114 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 400 $32.4K 0.01% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 394 $32K <0.01% -4,163 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 392 $31.8K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 372 $30K <0.01% +161 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 364 $29.5K <0.01% -50 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 318 $25.8K <0.01% -284 13F-HR Timeline Group Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 312 $25.3K 0.02% +194 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 303 $24.6K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 281 $22.8K <0.01% +7 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 270 $21.9K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 261 $21.1K 0.01% 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 260 $21.1K <0.01% -37 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 256 $20.7K 0.01% +150 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 255 $20.7K 0.02% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 255 $20.7K <0.01% +123 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 255 $20.7K <0.01% 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 246 $19.9K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 241 $19.5K 0.01% 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 234 $19K 0.01% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 231 $18.7K 0.01% +158 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 224 $18.2K <0.01% +164 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 220 $17.8K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 219 $17.7K <0.01% -28 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 206 $16.7K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 198 $16K <0.01% -1 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 189 $15.3K <0.01% +1 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 187 $15.2K <0.01% +184 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 186 $15.1K <0.01% 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 185 $15K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 181 $14.7K <0.01% +100 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 180 $14.6K <0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 179 $14.5K 0.01% new 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 173 $14K 0.01% 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 166 $13.5K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 165 $13.4K 0.01% +92 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 159 $12.9K <0.01% -1,022 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 158 $12.8K <0.01% +8 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3 $12.4K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 150 $12.2K <0.01% 0 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 150 $12.2K 0.02% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 148 $12K 0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 140 $11.3K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 138 $11.2K <0.01% +132 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 138 $11.2K <0.01% 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 136 $11K 0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 143 $11K <0.01% -9 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 134 $10.9K 0.01% -421 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 142 $10.7K <0.01% +98 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 131 $10.6K <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 127 $10.3K <0.01% -4 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 125 $10K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 122 $9.89K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 117 $9.51K <0.01% +2 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 112 $9.08K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 111 $8.99K <0.01% +29 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 108 $8.75K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 105 $8.51K <0.01% -179 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 104 $8.43K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 104 $8.43K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 100 $8.1K <0.01% 0 13F-HR Timeline Group DV Trading LLC More: the full row for DV Trading LLC 100 $8.1K <0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 100 $8.1K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 100 $8.1K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 99 $8.02K <0.01% +28 13F-HR Timeline