Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 2,060 $423K 0.21% +312 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 2,000 $423K 0.17% 0 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,052 $422K 0.28% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,048 $421K 0.02% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,024 $416K 0.05% +18 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,016 $414K 0.05% +152 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,001 $411K 0.13% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,000 $411K 0.06% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,987 $408K 0.03% +308 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,977 $406K 0.02% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,976 $406K <0.01% +15 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,975 $406K 0.02% new 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,972 $405K 0.01% +65 13F-HR Timeline Group LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 1,972 $405K 0.09% +451 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,959 $402K 0.03% -1,239 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,957 $402K 0.16% +914 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,954 $401K <0.01% +447 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,941 $399K <0.01% 0 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,934 $397K 0.18% +860 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,930 $396K 0.01% -128 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,929 $396K 0.03% +212 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,927 $396K 0.02% -72 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,589 $391K 0.07% new 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 1,900 $390K 0.04% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,891 $390K 0.01% +93 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,896 $390K 0.01% +419 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,890 $388K <0.01% -61 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,987 $383K 0.05% +266 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,856 $381K 0.03% +292 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 1,850 $380K 0.22% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,835 $377K 0.03% +16 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,831 $376K 0.04% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,824 $375K 0.01% +87 13F-HR/A Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,812 $372K <0.01% +164 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,811 $372K <0.01% +63 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,809 $372K 0.05% +348 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 1,807 $371K 0.05% +4 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,806 $371K 0.01% +59 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,805 $371K 0.02% +275 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,604 $370K 0.12% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,779 $366K 0.01% -531 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,771 $365K 0.03% -282 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,769 $363K 0.03% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,758 $361K <0.01% -89 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 1,752 $360K 0.11% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,740 $359K 0.02% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,732 $356K 0.03% +150 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,715 $352K 0.01% -181 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,701 $349K 0.02% new 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 1,696 $348K <0.01% new 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,571 $347K 0.07% -313 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,685 $346K 0.01% +325 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,674 $344K 0.13% +1,060 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,670 $343K 0.11% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,656 $340K 0.02% +193 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,653 $340K 0.01% -31 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,650 $339K 0.01% new 13F-HR Timeline MANE GLOBAL CAPITAL MANAGEMENT LP More: the full row for MANE GLOBAL CAPITAL MANAGEMENT LP 1,650 $339K 0.03% -50,400 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,650 $339K 0.03% +130 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,647 $338K 0.1% +26 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 1,642 $337K 0.02% -38 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,642 $337K 0.02% -286 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,637 $336K <0.01% -58 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,636 $336K <0.01% -485 13F-HR Timeline Group Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 1,615 $332K 0.03% -40 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,611 $331K 0.01% +190 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,608 $330K 0.07% +72 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,587 $326K 0.33% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,564 $321K 0.04% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,564 $321K 0.09% new 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 1,552 $319K 0.07% -204 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,541 $317K 0.12% -73 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,537 $316K 0.04% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,528 $314K 0.03% +193 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,517 $312K 0.05% -17 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,469 $311K 0.01% -1,246 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 1,516 $311K 0.26% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,509 $310K 0.04% +274 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,509 $310K 0.04% -59 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,508 $310K 0.07% +91 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,508 $310K 0.01% -61 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 1,504 $309K 0.36% -438 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,500 $308K 0.02% 0 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 1,500 $308K 0.14% 0 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 1,339 $308K 0.35% -10 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,493 $307K 0.12% +16 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,481 $304K 0.03% -1,840 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,467 $301K 0.01% +77 13F-HR Timeline Group MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,467 $301K 0.03% new 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,430 $294K 0.04% +37 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 1,408 $289K 0.09% -870 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,402 $288K 0.04% +203 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 1,516 $288K 1.7% +516 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 1,400 $288K 0.14% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,386 $285K 0.01% -1,587 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,383 $284K 0.05% -5 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,373 $283K 0.06% +43 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 1,368 $281K 0.12% -32 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,363 $280K 0.01% -25 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,361 $280K 0.12% -65 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,357 $279K 0.02% +182 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,352 $278K 0.02% +45 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,347 $278K 0.07% -8,632 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,341 $275K 0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,335 $274K 0.33% 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,327 $273K 0.06% -687 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 1,316 $270K 0.16% -3 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,314 $270K 0.01% +2 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,314 $270K 0.22% +104 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,298 $267K <0.01% +16 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,297 $266K 0.09% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,297 $266K 0.01% -2,778 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,297 $266K <0.01% -113 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,289 $265K 0.21% +1 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,288 $265K 0.01% +66 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,280 $263K <0.01% +61 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,151 $262K 0.01% +95 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,273 $261K 0.01% +1 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 1,261 $259K 0.03% +3 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 1,250 $257K 0.13% new 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,247 $256K 0.05% +52 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,229 $252K 0.11% new 13F-HR Timeline Group Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 1,222 $251K 0.13% -35 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,217 $250K 0.01% -149 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,210 $249K 0.03% -747 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,288 $248K 0.01% -2,085 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,198 $246K 0.11% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,190 $244K 0.03% -198 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 1,179 $242K 0.25% -1,447 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,177 $242K <0.01% +292 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,177 $242K 0.02% +179 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,175 $241K 0.02% -150 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,171 $241K 0.01% +23 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,171 $241K 0.03% -9 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,166 $240K <0.01% -30 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,157 $238K 0.01% -181 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,156 $238K 0.02% -202 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,156 $237K 0.02% +50 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,156 $237K 0.04% +29 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,156 $237K 0.07% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,152 $237K 0.02% -61 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,151 $236K 0.01% -40 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 1,151 $236K 0.04% 0 13F-HR/A Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,140 $234K <0.01% +200 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,140 $234K 0.01% -254 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,132 $233K <0.01% +50 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,131 $232K <0.01% -377 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,119 $230K 0.01% new 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,118 $230K 0.04% -316 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,116 $229K 0.01% -41 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,114 $229K 0.03% +501 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,110 $228K 0.01% -29,823 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,100 $226K 0.02% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,100 $226K 0.04% 0 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,100 $226K 0.12% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,089 $224K 0.03% +25 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,068 $222K 0.08% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,078 $221K 0.06% +10 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,072 $220K 0.04% +1 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,068 $219K 0.01% -80 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,060 $218K 0.02% -40 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,050 $216K 0.04% -1,270 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,050 $216K 0.14% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,046 $215K 0.01% 0 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 1,036 $213K 0.24% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,027 $212K 0.02% +53 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,028 $211K 0.11% -46 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,022 $210K 0.01% +77 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,018 $209K 0.01% +77 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,003 $206K 0.02% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,002 $206K 0.01% -356 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,001 $206K 0.04% +90 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,000 $205K <0.01% 0 13F-HR Timeline Group One68 Global Capital, LLC More: the full row for One68 Global Capital, LLC 1,000 $205K 0.1% new 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 1,000 $205K 0.06% 0 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 1,000 $205K 0.02% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 963 $204K 0.09% new 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 986 $203K 0.05% 0 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 988 $203K 0.13% -684 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 984 $202K 0.04% +31 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 982 $202K 0.01% new 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 982 $202K 0.01% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 979 $201K 0.06% -2,915 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 976 $201K 0.03% -81 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 974 $200K 0.01% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 964 $198K 0.03% -141 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 924 $190K 0.03% +71 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 915 $188K <0.01% +163 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 897 $184K 0.01% +37 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 857 $176K <0.01% +3 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 817 $168K 0.01% +314 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 790 $163K 0.01% -36 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 792 $163K <0.01% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 705 $163K <0.01% -295 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 779 $160K 0.13% +390 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 777 $160K 0.03% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 770 $158K 0.01% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 766 $157K 0.1% +10 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 738 $152K 0.11% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 733 $151K <0.01% +92 13F-HR Timeline