Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 5,530 $1.18M 0.22% -2,604 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,524 $1.18M 0.01% -364 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,523 $1.18M 0.07% -2,516 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 5,522 $1.18M 0.01% -6,349 13F-HR/A Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 5,261 $1.17M 0.04% -210 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,488 $1.17M 0.04% +4,495 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,469 $1.17M 0.01% -476 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 5,467 $1.17M 0.06% -808 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 5,451 $1.16M 0.19% -270 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 5,437 $1.16M 0.07% +3,111 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,379 $1.15M 0.06% -282 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 5,350 $1.14M 0.09% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,339 $1.14M 0.13% +1 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 5,285 $1.13M 0.01% +4,700 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,225 $1.11M 0.04% -566 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,190 $1.11M 0.08% +3,093 13F-HR Timeline ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 5,166 $1.1M 0.07% -4,081 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,148 $1.1M 0.02% +4 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,105 $1.09M 0.01% -331 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 5,042 $1.07M 0.02% +134 13F-HR Timeline Group Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 5,037 $1.07M 0.5% -220 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,798 $1.07M 0.02% +3,213 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 4,964 $1.06M 0.54% -2,138 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 4,916 $1.05M 0.22% +3,730 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,860 $1.04M 0.03% +2,426 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,827 $1.03M 0.12% -450 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,824 $1.03M 0.01% +3,338 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 4,822 $1.03M 0.02% -1,067 13F-HR Timeline Rithm Capital Corp. More: the full row for Rithm Capital Corp. 4,800 $1.02M 1.26% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 4,791 $1.02M 0.01% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 4,779 $1.02M 0.16% -190 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,759 $1.01M 0.02% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,734 $1.01M 0.03% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,714 $1M 0.03% +234 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 4,691 $995K 0.32% -67 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 4,665 $994K 1.02% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,660 $993K 0.03% +82 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 4,647 $990K 0.05% +475 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 4,602 $983K 0.11% +2 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 4,600 $980K 0.37% 0 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 4,580 $976K 0.34% -445 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,563 $972K 0.01% -476 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 4,493 $957K 0.41% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,475 $954K 0.12% +2 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,440 $946K 0.02% -65 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 4,425 $943K 0.38% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 4,197 $936K 0.22% +8 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 4,364 $934K 0.01% +79 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,333 $923K 0.03% +224 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,332 $923K 0.02% +208 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,304 $917K 0.04% +347 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,285 $913K 0.02% -16 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,273 $910K 0.02% +43 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 4,270 $910K <0.01% -1,488 13F-HR/A Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,246 $905K 0.05% +70 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 4,057 $902K 0.51% +696 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 4,224 $900K 0.15% -12 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,177 $897K 0.03% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,180 $891K 0.01% +259 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 4,176 $890K 0.06% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,160 $887K 0.07% -17 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,160 $886K 0.02% -397 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 4,102 $874K 0.09% +68 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 4,046 $861K <0.01% -4,756 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 4,014 $855K 0.21% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,002 $853K 0.07% -196 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 4,000 $852K 0.22% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,886 $852K 0.02% +846 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,994 $851K 0.09% -496 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 3,970 $846K 0.02% -42 13F-HR Timeline RWC Asset Management LLP in group RWC ASSET ADVISORS (US) LLC More: the full row for RWC Asset Management LLP 3,966 $845K 0.03% +84 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,963 $844K 0.04% +503 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 3,893 $830K 0.03% new 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,894 $829K 0.01% +484 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 3,771 $825K 0.01% +4 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 3,805 $817K 0.01% -2,539 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,817 $814K 0.05% -22 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,805 $811K 0.01% -32 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,789 $807K 0.28% +133 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,789 $807K 0.01% -470 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,769 $803K 0.15% -267 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,721 $793K 0.22% -4,027 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 3,720 $793K 0.07% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $791K 0.19% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 3,704 $789K 0.44% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,675 $789K 0.07% +146 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,699 $788K 0.01% -34 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,690 $786K 0.05% -40 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 3,676 $783K 0.01% +759 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 3,631 $774K 0.03% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,620 $771K 0.04% +110 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,596 $766K 0.46% 0 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,559 $758K 0.02% +561 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 3,488 $743K -6,400 Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,408 $739K +1,974 Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,463 $738K 0.02% -4,259 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,418 $729K 0.03% +274 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,396 $724K 0.03% +132 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3,359 $721K 0.13% +2 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,375 $719K 0.01% -2,109 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 3,359 $716K 0.12% -2,318 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,345 $713K 0.15% -22 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,320 $707K 0.02% -42 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,270 $697K 0.07% new 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,265 $696K 0.39% -40 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,260 $695K 0.01% +1,462 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,255 $694K 0.01% -984 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,254 $693K 0.01% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,237 $690K 0.01% -58 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,214 $685K 0.02% +442 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,202 $682K 0.01% +3,165 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 3,202 $682K 0.02% +227 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 3,153 $672K 0.1% 0 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,117 $664K <0.01% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 3,089 $658K 0.01% +2 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 3,088 $658K 0.04% +645 13F-HR Timeline OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 3,048 $649K 0.04% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,035 $647K 0.01% +281 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 3,025 $645K 0.5% -286 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,998 $639K 0.02% +1,437 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,992 $638K 0.04% -204 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,983 $636K 0.03% +407 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,969 $633K 0.03% -6 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 2,928 $623K 0.07% new 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 2,922 $623K 1.09% -970 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,905 $619K +1,049 Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,851 $608K <0.01% -762 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 2,842 $605K 0.15% +6 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,817 $605K 0.03% +313 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,820 $601K 0.17% -215 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 2,802 $597K 0.05% -328 13F-HR Timeline Group Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 2,773 $591K 0.19% -36 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,767 $590K <0.01% +543 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 2,763 $588K 0.01% -323 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 2,757 $587K 0.01% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,747 $585K 0.11% +402 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,743 $584K 0.13% +292 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,731 $582K 0.03% -183 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,706 $577K 0.13% -25 13F-HR Timeline OSSIAM More: the full row for OSSIAM 2,703 $576K 0.01% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,685 $572K 0.02% +228 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,679 $571K 0.15% -64 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,618 $569K 0.01% +881 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,643 $563K 0.05% +7 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,529 $563K 0.41% +125 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,612 $557K 0.01% +571 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 2,599 $554K 0.3% +7 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 2,596 $553K 0.12% -281 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,578 $549K 0.06% -20 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,564 $546K 0.19% 0 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 2,557 $545K 0.03% +285 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,519 $537K 0.03% +908 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,653 $535K 0.03% +57 13F-HR Timeline PFA Pension, Forsikringsaktieselskab More: the full row for PFA Pension, Forsikringsaktieselskab 2,509 $535K <0.01% -382,936 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,500 $533K 0.1% +300 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,477 $528K 0.01% +33 13F-HR Timeline Group Castlefield Investment Partners LLP More: the full row for Castlefield Investment Partners LLP 2,409 $513K 0.35% +1,338 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,407 $513K 0.02% -3,539 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,371 $505K 0.01% +583 13F-HR Timeline Group McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,365 $504K 0.06% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,337 $498K 0.01% +281 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 2,297 $497K 0.06% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,325 $495K <0.01% -142 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,312 $493K 0.02% -80 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,307 $492K 0.14% -6 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,301 $490K 0.01% -90 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,290 $488K 0.02% +92 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,276 $485K 0.09% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,264 $482K 0.01% -34 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,260 $482K 0.03% +195 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 2,259 $481K 0.02% +423 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 2,255 $480K 0.11% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,237 $477K 0.21% -100 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,236 $476K 0.02% +184 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,232 $476K 0.01% -815 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,231 $475K 0.14% -634 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,213 $471K <0.01% -33 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,205 $470K 0.05% -30 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,190 $467K <0.01% +297 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,188 $467K 0.06% +74 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,172 $463K 0.1% +45 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,169 $462K 0.03% +386 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 2,156 $459K 0.32% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,150 $458K 0.03% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,127 $453K 0.09% -31 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 2,143 $451K 0.3% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,034 $445K 0.02% +816 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,089 $445K 0.02% +1,022 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,083 $444K 0.02% +159 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,058 $439K <0.01% -178 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,046 $436K 0.01% -244 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,030 $433K 0.05% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 2,004 $427K 0.1% -573 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 2,003 $427K 0.08% +1 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,001 $426K 0.26% 0 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,000 $426K 0.1% 0 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 2,000 $426K 0.16% +24 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,989 $424K 0.24% +100 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,974 $424K 0.03% +79 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,981 $422K 0.02% -309 13F-HR Timeline