PDS Planning, Inc More: the full row for PDS Planning, Inc 1,877 $596K 0.03% +227 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,874 $595K 0.02% +50 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 1,857 $590K 0.01% 0 13F-HR Timeline Group Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 1,833 $586K 0.25% -953 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,841 $585K 0.01% -19 13F-HR/A Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,833 $582K 0.04% -44 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,823 $581K 0.16% +196 13F-HR/A Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 1,826 $580K 0.07% -32 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 1,818 $577K 0.26% 0 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 1,814 $576K 0.59% -75 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,024 $574K 0.01% +85 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,801 $572K 0.13% -6,640 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 1,776 $564K 0.3% 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 1,775 $564K 0.2% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,774 $563K 0.01% -9 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 1,760 $559K 0.81% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,756 $558K 0.01% +80 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,753 $557K 0.02% +125 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 1,750 $556K 0.31% -112 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,747 $555K 0.04% +1 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,745 $554K 0.05% +9 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,744 $554K 0.13% +120 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 1,725 $548K 0.14% -20 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,684 $546K 0.03% +415 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 1,777 $545K 0.41% +179 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,717 $545K 0.02% +124 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,715 $545K 0.03% +341 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 1,709 $543K <0.01% -294,015 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,697 $539K 0.03% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,686 $535K 0.02% +83 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,670 $530K 0.05% -51 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,670 $530K 0.13% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,665 $529K <0.01% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,664 $528K 0.06% +10 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1,662 $528K 0.91% +950 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,658 $527K 0.01% -265 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 1,652 $525K +22 Timeline Oceanic Investment Management LTD More: the full row for Oceanic Investment Management LTD 1,628 $517K 0.67% new 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 1,621 $515K 0.1% +86 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,616 $513K 0.14% +8 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,611 $512K 0.02% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,600 $508K 0.13% -117 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,597 $507K 0.01% +717 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 1,592 $506K 0.53% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,576 $501K 0.03% -43 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,558 $495K <0.01% -48 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,551 $493K 0.02% +148 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,547 $491K 0.02% +323 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,537 $488K 0.05% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,527 $487K 0.04% +16 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,531 $486K 0.03% +174 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,526 $485K 0.02% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,524 $484K 0.1% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,514 $481K 0.01% +297 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,512 $480K 0.01% +304 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,498 $476K 0.26% +28 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,494 $476K 0.07% +223 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,487 $472K 0.02% -230 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,475 $468K 0.01% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,468 $466K 0.1% +10 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,466 $465K 0.03% -30 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,457 $463K 0.08% -49 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,454 $462K 0.04% +343 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,444 $459K 0.25% -46 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 1,437 $456K 0.02% -435 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 1,432 $455K 0.23% +347 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,416 $450K 0.01% +6 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,409 $447K 0.09% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,407 $447K 0.03% +8 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 1,407 $447K 0.06% -60 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,402 $445K 0.01% +83 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 1,402 $445K 0.16% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,395 $443K 0.05% -154 13F-HR Timeline American Trust More: the full row for American Trust 1,392 $442K 0.03% +521 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,385 $440K <0.01% -79 13F-HR Timeline Group May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,369 $435K 0.09% +18 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,369 $435K 0.01% -18 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,368 $435K 0.11% -1,118 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,354 $430K 0.04% +73 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,351 $429K 0.02% -145 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,345 $427K 0.01% -13 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,328 $422K 0.02% +103 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,318 $419K 0.05% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,318 $419K 0.04% +49 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 1,313 $417K 0.11% +281 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 1,311 $416K 0.18% -254 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,307 $415K 0.14% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,297 $412K 0.01% -44 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,292 $410K <0.01% +1 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,291 $410K <0.01% -1 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 1,287 $409K <0.01% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,287 $409K 0.01% -306 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,286 $408K 0.28% -3 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,283 $407K 0.02% -393 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 1,275 $405K 0.01% +545 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,273 $404K 0.02% +116 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,267 $403K 0.06% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,268 $403K 0.03% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,259 $400K <0.01% +354 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,259 $400K 0.06% -266 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,253 $398K 0.13% -9 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,248 $396K 0.01% -28 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,234 $392K 0.04% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,232 $391K 0.06% -163 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,225 $390K 0.02% -57 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,230 $390K 0.01% -763 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 1,216 $386K 0.02% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,206 $385K 0.06% +15 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,208 $383K 0.03% +2 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 1,195 $379K 0.33% -313 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,185 $376K 0.01% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,181 $375K 0.01% +315 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,179 $374K 0.01% -241 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,172 $372K 0.01% 0 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,164 $370K <0.01% +338 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 1,160 $368K <0.01% new 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,159 $368K 0.01% +11 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,152 $366K 0.01% +217 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,152 $366K 0.02% +5 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,152 $366K <0.01% -81 13F-HR Timeline Group PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1,151 $365K 0.01% -10,094 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,146 $364K 0.01% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,142 $363K 0.03% -44 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,141 $362K 0.04% +1 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,138 $361K <0.01% -39 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,132 $360K 0.01% -389 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,132 $359K 0.01% -113 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,130 $359K 0.01% -132 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,124 $357K 0.01% -55 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 1,117 $355K 0.02% -200 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,113 $353K 0.1% +175 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,112 $353K 0.01% +58 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,112 $353K 0.05% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,106 $351K 0.03% -165 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,104 $351K 0.06% -25 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,100 $349K 0.02% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,092 $347K <0.01% -1,661 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 1,075 $341K 0.21% 0 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 1,072 $341K 0.3% -221 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,071 $340K 0.02% 0 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 1,066 $338K 0.07% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,063 $338K 0.01% +379 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 1,063 $338K 0.1% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,060 $337K 0.02% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,059 $336K 0.06% +98 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 1,052 $334K 0.17% +251 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,051 $334K 0.02% -33 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,050 $333K 0.05% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,042 $331K 0.19% +183 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,042 $331K 0.02% +71 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,041 $330K 0.18% -11 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,032 $328K 0.03% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,022 $324K 0.02% +1 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,017 $323K 0.02% -43 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,015 $322K 0.02% -1 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 1,012 $321K 0.31% 13F-HR Timeline Longaeva Partners L.P. More: the full row for Longaeva Partners L.P. 1,009 $320K 0.01% new 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 1,006 $319K 0.23% +6 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,005 $319K 0.02% 0 13F-HR/A Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 1,004 $319K 0.94% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,002 $318K 0.01% +222 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 1,000 $318K 0.07% 0 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 1,000 $318K 0.1% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,000 $317K 0.04% -171 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 989 $314K 0.01% +664 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 987 $313K 0.01% -282 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 985 $313K 0.03% +8 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 982 $312K 0.05% +46 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 975 $310K 0.17% +78 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 974 $309K 0.02% -29 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 967 $307K <0.01% -141 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,064 $306K 0.03% -12 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 960 $305K 0.02% new 13F-HR Timeline Group J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 955 $303K 0.14% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,100 $303K 0.05% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 953 $303K 0.01% -22 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 985 $302K <0.01% +144 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 949 $301K 0.02% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 949 $301K 0.07% 0 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 943 $300K 0.02% -135 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 941 $299K 0.01% -220 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 934 $297K 0.02% -54 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 932 $296K 0.04% +100 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 926 $294K 0.01% +47 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 918 $292K 0.12% +22 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 917 $291K 0.02% -35 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 913 $290K 0.02% -9 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 909 $289K 0.12% -25 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 898 $286K 0.05% -47 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 900 $286K 0.08% +153 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 885 $281K 0.16% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 884 $281K 0.02% new 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 884 $281K 0.01% -21 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 880 $279K 0.03% -129 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 877 $278K 0.03% -6 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 876 $278K 0.01% -7,643 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 858 $278K 0.02% new 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 869 $276K 0.2% +50 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 864 $274K 0.03% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 861 $273K 0.09% +3 13F-HR Timeline