Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 2,024 $655K 0.07% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,019 $653K 0.07% +3 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,017 $653K 0.11% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,001 $647K 0.05% -6,000 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,000 $647K 0.08% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,985 $642K 0.01% +33 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 1,980 $641K 0.29% -156 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,971 $638K 0.05% -602 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 1,951 $631K 0.43% -387 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 1,950 $631K 0.08% +156 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 1,940 $628K 0.02% +102 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,941 $627K 0.01% +1,074 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,931 $625K 0.01% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,931 $625K 0.37% +264 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,921 $621K 0.03% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,900 $615K 0.01% -58 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 1,900 $615K 0.05% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,888 $611K 0.01% +218 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,883 $609K 0.02% -106 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,877 $607K <0.01% +454 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,876 $607K 0.19% +1 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,852 $599K 0.05% new 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,841 $596K 0.02% +104 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,883 $595K 0.2% +825 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 1,825 $591K 0.28% -25 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,883 $586K 0.01% +51 13F-HR/A Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,807 $585K 0.03% -50 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,798 $582K 0.02% +43 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,788 $579K 0.08% +138 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,787 $578K 0.03% -111 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,785 $578K 0.01% -17 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,783 $577K 0.04% +1 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,776 $575K 0.02% -286 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,775 $574K 0.06% +542 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,773 $574K 0.02% +479 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,757 $569K 0.01% +93 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,987 $565K 0.05% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,727 $559K <0.01% +13 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,721 $557K 0.02% +105 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,710 $553K 0.07% +734 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 1,708 $553K 0.19% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,701 $550K 0.02% -1,923 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,698 $549K <0.01% -60 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 1,698 $549K 0.16% -11 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,695 $548K 0.29% -1,429 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 1,690 $547K 0.13% new 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,702 $545K 0.02% -213 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,680 $544K 0.03% -21 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,679 $543K 0.03% new 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,670 $540K 0.16% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 1,668 $540K 0.29% -5 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,658 $536K 0.01% +210 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,652 $535K 0.02% +50 13F-HR Timeline Group Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,650 $534K 0.01% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,649 $534K 0.01% +665 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,677 $531K 0.01% +184 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,638 $530K 0.04% +24 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 1,638 $530K 0.14% new 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,636 $529K 0.12% -5 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,630 $527K 0.18% -15 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,620 $524K <0.01% -127 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,611 $521K 0.06% -232 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 1,606 $520K +74 Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,605 $519K <0.01% +325 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,603 $519K 0.1% +363 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,586 $515K 0.09% +76 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,580 $511K 0.03% +99 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,579 $511K 0.01% -339 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,574 $509K 0.14% +137 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,562 $506K 0.04% -2 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,537 $497K 0.06% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,645 $494K 0.05% -46 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,526 $494K 0.01% +48 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,522 $493K 0.01% -506 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,550 $488K 0.01% +176 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,503 $486K 0.07% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,491 $483K 0.03% -260 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,486 $481K 0.14% -26 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,484 $480K 0.02% +279 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,481 $479K 0.09% +315 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,470 $476K 0.32% -1,098 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 1,467 $475K 0.08% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,454 $471K 0.01% +455 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,455 $471K 0.02% 0 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 1,446 $468K <0.01% +797 13F-HR Timeline Group Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 1,441 $466K 0.05% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,440 $466K 0.01% -650 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,434 $464K 0.04% -1,374 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 1,432 $463K 0.11% new 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,430 $463K <0.01% -645 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,426 $461K 0.01% -60 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,411 $457K 0.01% -26,308 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 1,408 $456K 0.13% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,407 $455K 0.06% -123 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 1,401 $453K 0.19% +1 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,368 $443K 0.02% -1,174 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,358 $439K 0.01% +65 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,344 $435K 0.01% +1 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,342 $434K 0.04% +392 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,341 $434K 0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,335 $432K 0.41% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,329 $430K 0.02% +568 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,316 $426K <0.01% +23 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,302 $421K 0.07% -312 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,301 $421K 0.01% +3 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,281 $414K 0.35% +1 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,271 $411K 0.05% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,268 $410K 0.09% +13 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 1,265 $409K 0.04% -300 13F-HR/A Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,264 $409K 0.23% -617 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,260 $408K 0.02% -50 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,377 $403K 0.01% +197 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,243 $402K 0.04% -573 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,234 $399K 0.06% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,229 $398K 0.12% 0 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,229 $398K 0.05% -17 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,224 $396K 0.01% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,223 $396K <0.01% new 13F-HR Timeline Group Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,223 $396K 0.23% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,203 $389K <0.01% +3 13F-HR/A Timeline Group ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 1,193 $386K 0.02% +426 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,189 $385K 0.03% +419 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,186 $383K 0.12% -2,644 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,182 $382K 0.02% +1 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 1,182 $382K 0.11% +48 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,182 $382K 0.02% +42 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,177 $381K 0.25% +393 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,174 $380K 0.06% new 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 1,172 $379K <0.01% +31 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,166 $377K 0.01% -145 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,164 $377K 0.07% -119 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,159 $375K <0.01% +19 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,157 $375K 0.03% -235 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,154 $373K <0.01% new 13F-HR Timeline Group McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,147 $371K 0.05% +9 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 1,144 $370K 0.02% -14 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,132 $366K 0.01% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,131 $366K 0.03% -389 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,125 $365K 0.02% +16 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,127 $365K 0.02% +132 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,126 $364K 0.03% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,122 $363K 0.05% +52 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,120 $362K 0.01% +42 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,110 $359K 0.03% -50 13F-HR/A Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,108 $359K 0.06% -246 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,107 $358K 0.01% +5 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,100 $356K 0.02% 0 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 1,100 $356K 0.28% -7,600 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 1,092 $353K 0.16% -256 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,072 $347K 0.05% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,072 $347K 0.02% +1 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,072 $347K 0.06% -912 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,069 $346K 0.13% +549 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 1,066 $345K 0.09% new 13F-HR/A Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 1,066 $345K 0.12% +355 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,100 $344K 0.05% 0 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 1,063 $344K 0.11% 0 13F-HR Timeline RD Lewis Holdings, Inc. 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LLC 1,022 $331K 0.04% +697 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,020 $330K 0.01% -24 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,019 $330K <0.01% +605 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,016 $329K 0.03% -707 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,010 $327K 0.04% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,005 $325K 0.02% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,001 $324K 0.05% +5 13F-HR Timeline Lorne Steinberg Wealth Management Inc. 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