Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 1,818 $500K 0.26% +150 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 1,804 $496K 0.17% -32 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,783 $491K 0.01% -41 13F-HR/A Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,776 $489K 0.02% -651 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,776 $489K 0.01% +204 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 1,775 $488K 0.21% -50 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,769 $487K 0.01% -259 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,746 $480K 0.03% -5 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 1,745 $480K 0.13% -150 13F-HR Timeline ARIEL INVESTMENTS, LLC More: the full row for ARIEL INVESTMENTS, LLC 1,740 $479K 0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,736 $478K 0.05% +221 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 1,728 $476K 0.43% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,721 $474K 0.05% +267 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,717 $472K 0.13% new 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,717 $472K 0.02% +169 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,708 $470K 0.03% +4 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,676 $461K 0.02% +486 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,676 $461K 0.01% +189 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,672 $460K 0.03% new 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,670 $460K 0.12% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,670 $460K 0.08% +183 13F-HR Timeline Group JT Stratford LLC More: the full row for JT Stratford LLC 1,654 $455K 0.06% -532 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,650 $454K 0.03% +120 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,627 $450K 0.16% +66 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 1,630 $448K -152 Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,624 $447K 0.12% +32 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,619 $446K 0.03% +666 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,614 $444K <0.01% +1,406 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,611 $443K 0.02% -69 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,608 $443K 0.14% +2 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,606 $442K 0.01% +35 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,606 $442K <0.01% +14 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,603 $441K 0.02% -205 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 1,598 $441K 0.38% +229 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 1,594 $439K 0.21% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,593 $438K 0.01% +52 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,593 $438K 0.02% +56 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 1,592 $438K 0.5% 0 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 1,565 $431K 0.25% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,549 $426K 0.07% +585 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,539 $424K 0.04% -259 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,537 $423K 0.05% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 1,535 $422K 0.09% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,628 $420K 0.01% +175 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,525 $420K 0.06% +464 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,524 $419K 0.11% -16 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,521 $419K 0.02% -56 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,511 $418K 0.04% -23,782 13F-HR Timeline Group IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 1,508 $415K 0.43% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,506 $414K 0.07% +30 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,496 $412K 0.03% -989 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,496 $412K 0.03% +52 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,490 $410K 0.27% +9 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,487 $409K <0.01% +597 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,470 $405K 0.28% 0 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 1,467 $404K 0.06% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,464 $403K 0.01% +124 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,458 $401K 0.09% +32 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,420 $391K 0.01% +230 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,410 $388K 0.01% -362 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 1,402 $386K 0.15% +1 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,403 $386K 0.03% +451 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,399 $385K 0.03% -59 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,395 $384K 0.07% -10 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,387 $382K 0.01% +13 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,383 $380K <0.01% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,374 $378K 0.03% +235 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,358 $374K 0.01% -82 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,357 $373K 0.03% -614 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,351 $372K 0.09% +47 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,341 $369K 0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,335 $367K 0.36% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,319 $363K 0.01% -595 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 1,317 $362K 0.02% 0 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 1,293 $356K 0.35% -1,350 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,292 $356K <0.01% +400 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,291 $355K <0.01% +1 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,289 $355K 0.29% +8 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,282 $355K 0.02% +442 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,281 $353K 0.03% +73 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,276 $351K 0.01% -126 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,272 $350K 0.01% -659 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,263 $350K 0.01% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,271 $350K 0.04% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,271 $350K 0.03% +153 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,269 $349K 0.04% +91 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,269 $349K 0.03% +110 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,269 $349K 0.01% +472 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,268 $349K 0.03% -648 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,262 $347K 0.14% -530 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,262 $347K 0.01% +518 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 1,261 $347K 0.36% +504 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 1,256 $346K 0.01% -9,644 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,245 $343K 0.01% -1 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,234 $340K 0.04% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,233 $339K <0.01% +39 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,225 $337K 0.02% +34 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,224 $337K 0.01% -1 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,217 $335K 0.01% +51 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 1,216 $335K 0.02% +97 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,208 $332K 0.01% +268 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,206 $332K 0.03% -231 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,191 $330K 0.05% -256 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 1,185 $326K 0.03% -25 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,177 $324K <0.01% -195 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,172 $323K 0.01% -170 13F-HR Timeline Group Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,171 $322K 0.05% +46 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,161 $320K 0.02% +160 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 1,157 $318K 0.01% -406 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,148 $316K 0.01% -50 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,147 $316K 0.02% +144 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,142 $314K 0.07% +378 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,140 $314K 0.04% -15 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,179 $314K 0.01% +150 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,135 $312K <0.01% +426 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Balefire, LLC More: the full row for Balefire, LLC 1,129 $311K 0.06% -30 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,127 $310K 0.05% -2,286 13F-HR Timeline SIRIOS CAPITAL MANAGEMENT L P More: the full row for SIRIOS CAPITAL MANAGEMENT L P 1,123 $309K 0.04% -2,274 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,114 $308K 0.03% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,186 $307K 0.02% +75 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,100 $307K 0.05% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,112 $306K 0.03% -549 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,111 $306K 0.04% +231 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,110 $305K 0.1% +220 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,108 $305K <0.01% +1 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,100 $303K 0.02% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,097 $302K <0.01% 0 13F-HR Timeline Group Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 1,087 $299K 0.07% -595 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 1,085 $299K 0.19% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,084 $298K 0.02% +130 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,078 $297K 0.02% -154 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 1,075 $296K 0.18% +1 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,073 $295K 0.04% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,071 $295K 0.02% 0 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 1,067 $294K 0.06% new 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 1,066 $293K 0.08% 0 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 1,063 $293K 0.1% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,060 $292K 0.02% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,054 $290K 0.01% -54 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,052 $289K 0.19% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,050 $289K 0.05% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,040 $286K 0.07% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,027 $284K 0.01% +21 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,076 $284K 0.03% +173 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,032 $284K 0.03% 0 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 1,032 $284K 0.08% -317 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,021 $281K 0.02% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,016 $280K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,014 $279K <0.01% -657 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,009 $278K 0.03% +423 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,007 $277K 0.07% +88 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,005 $277K 0.01% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,003 $276K 0.02% new 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 1,000 $275K 0.07% 0 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 1,000 $275K 0.1% -10 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 1,000 $275K 0.22% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 999 $275K <0.01% -84 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 988 $272K 0.02% -642 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 982 $270K <0.01% -154 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 977 $269K 0.03% +1 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 975 $268K 0.01% -838 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 966 $266K 0.07% +72 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 966 $266K 0.18% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 961 $265K 0.06% +42 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 971 $264K 0.02% +247 13F-HR Timeline Generate Investment Management Ltd More: the full row for Generate Investment Management Ltd 956 $263K 0.01% -16,288 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 955 $263K 0.14% +44 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 952 $262K 0.12% -4,035 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 952 $262K 0.02% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 949 $261K 0.09% 0 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 945 $261K 0.06% +56 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 940 $259K 0.08% +14 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 938 $258K 0.09% -25 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 935 $258K 0.01% +121 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 933 $258K <0.01% new 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 936 $258K 0.05% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 934 $257K 0.12% -1 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 923 $254K 0.04% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 922 $254K 0.01% +5 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 921 $253K 0.01% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 914 $253K <0.01% +12 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 906 $249K <0.01% -12 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 905 $249K <0.01% +113 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 905 $249K 0.01% -148 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 902 $248K 0.01% -1,801 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 897 $247K 0.2% +70 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 896 $247K 0.12% +5 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 882 $246K 0.14% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 887 $244K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 883 $243K 0.03% +200 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 881 $242K 0.02% +61 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 881 $242K 0.01% -1 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 880 $242K <0.01% -755 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 879 $242K 0.01% -5,224 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 871 $241K 0.03% +128 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 692 $241K 0.03% -8,655 13F-HR Timeline American Trust More: the full row for American Trust 871 $240K 0.02% +101 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 866 $238K 0.01% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 859 $236K 0.15% -8 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 858 $236K 0.01% -1,588 13F-HR Timeline