Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 2,166 $497K 0.08% -4,477 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,155 $494K 0.03% +539 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,132 $489K <0.01% +84 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,126 $488K 0.05% -71 13F-HR/A Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 2,108 $484K 0.27% +5 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,102 $482K <0.01% -356 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 2,089 $479K 0.17% +12 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,085 $479K 0.01% +6 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,077 $477K 0.01% +708 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,072 $475K <0.01% -1,009 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,053 $471K 0.05% 0 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 2,052 $471K 0.05% -371 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,049 $470K 0.05% 0 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 2,000 $468K 0.02% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,023 $464K 0.02% +16 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,997 $458K 0.06% +12 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,983 $456K 0.01% -14,546 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,972 $452K 0.01% -90 13F-HR Timeline Arch Global Advisors, LLC More: the full row for Arch Global Advisors, LLC 1,950 $448K 0.2% -70 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,889 $433K 0.02% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,873 $430K 0.01% -251 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,932 $426K 0.03% -7 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,838 $422K 0.01% +142 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 1,827 $419K 0.05% 0 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,817 $417K 0.03% +25 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,803 $414K <0.01% -318 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 1,790 $411K 0.14% -370 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,726 $396K 0.03% +45 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,714 $393K 0.01% +253 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,710 $392K 0.02% -42 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 1,710 $392K 0.04% -189 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 1,696 $389K 0.02% new 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 1,693 $388K 0.04% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,689 $388K 0.02% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,680 $386K <0.01% new 13F-HR Timeline Group FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 1,675 $384K 0.01% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,646 $378K <0.01% +377 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,644 $377K 0.01% new 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 1,636 $375K 0.09% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,636 $375K <0.01% -508 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,613 $370K 0.02% +70 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 1,600 $367K 0.17% 0 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 1,600 $367K 0.1% -5 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,590 $365K 0.13% +394 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,584 $363K 0.02% 0 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 1,571 $361K 0.19% +449 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,570 $360K 0.03% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,564 $359K 0.02% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,564 $359K 0.1% 0 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 1,550 $356K 0.15% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,549 $355K 0.01% 0 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,535 $352K <0.01% +200 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,532 $352K 0.01% +103 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,527 $350K 0.01% +1 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 1,526 $350K 0.18% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,522 $349K <0.01% -837 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,520 $349K 0.06% +250 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,302 $346K 0.01% +16 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,497 $344K 0.03% -693 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,471 $337K 0.17% +16 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 1,444 $331K 0.04% -197 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,439 $330K 0.01% +17 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,435 $329K 0.01% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,434 $329K 0.02% +50 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 1,414 $324K 0.63% new 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 1,412 $324K 0.13% -73 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,409 $323K 0.02% +1 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,402 $322K 0.02% -88 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,400 $321K 0.23% new 13F-HR Timeline Group HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,400 $321K 0.04% -50 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,391 $319K 0.01% -1,064 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,373 $315K 0.25% -202 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,367 $314K 0.01% new 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 1,356 $311K 0.04% -56 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 1,345 $309K 0.05% new 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) 1,344 $308K 0.01% -706 13F-HR Timeline Group Avanza Fonder AB More: the full row for Avanza Fonder AB 1,340 $307K 0.01% 0 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 1,336 $307K 0.16% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,333 $306K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,332 $306K <0.01% +295 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,329 $305K 0.01% -64 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 1,325 $304K 0.04% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,291 $302K 0.01% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,635 $302K 0.01% -49 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,318 $302K 0.07% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,314 $302K 0.01% +13 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,311 $301K 0.04% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,246 $300K 0.01% +68 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,664 $300K 0.04% +490 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,298 $299K 0.02% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,292 $297K 0.04% 0 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,291 $296K <0.01% +47 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,289 $296K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,275 $293K 0.01% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,259 $289K 0.02% +77 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 1,246 $286K 0.02% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,244 $285K <0.01% +37 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,233 $283K 0.01% new 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 1,225 $281K 0.1% 0 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,213 $278K 0.03% -68 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 1,213 $278K 0.03% new 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,213 $278K 0.34% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,211 $278K 0.02% +11 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,210 $278K 0.01% -6 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,199 $275K 0.06% -110 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 1,197 $275K 0.04% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,194 $274K 0.07% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,187 $272K 0.01% -1,105 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,186 $272K 0.02% -18 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,168 $268K 0.12% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,159 $266K <0.01% new 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,145 $263K <0.01% +9 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,141 $262K 0.02% -26 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,140 $262K 0.11% +28 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,136 $261K 0.04% +7 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,119 $257K 0.09% -3 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 1,119 $257K 0.06% 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 1,107 $254K 0.13% -708 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,106 $254K 0.04% new 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1,103 $253K 0.01% -111 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,093 $251K 0.03% -34 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,085 $249K <0.01% new 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,080 $248K 0.01% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,070 $246K <0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,068 $245K 0.08% -10 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,057 $242K 0.01% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,051 $241K 0.01% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,050 $241K 0.03% new 13F-HR Timeline Wealthcare Capital Partners, LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Capital Partners, LLC 1,032 $237K 0.1% new 13F-HR Timeline Group United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 1,011 $232K 0.02% new 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 1,010 $232K 0.05% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,007 $231K 0.02% 0 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,006 $231K <0.01% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,006 $231K 0.01% new 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,003 $230K 0.13% new 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 1,000 $229K 0.01% new 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,000 $229K 0.08% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 997 $229K 0.01% new 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,000 $229K 0.03% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 994 $228K 0.07% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 985 $226K 0.01% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 979 $225K 0.03% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 975 $224K <0.01% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 973 $223K 0.01% new 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 969 $222K 0.02% +62 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 955 $219K 0.01% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 949 $218K 0.05% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 949 $218K 0.11% -28 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 946 $217K 0.06% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 929 $213K <0.01% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 928 $213K 0.01% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 924 $212K 0.01% new 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 921 $211K 0.01% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 910 $209K 0.05% new 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 908 $208K 0.05% new 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 900 $207K <0.01% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 890 $204K 0.02% new 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 888 $204K 0.01% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 888 $204K 0.01% new 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 885 $203K 0.12% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 884 $203K <0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 879 $202K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 873 $200K 0.01% +844 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 872 $200K <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 869 $200K 0.05% -978 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 861 $198K <0.01% +35 13F-HR Timeline Group COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 856 $196K 0.02% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 775 $178K 0.02% -78 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 713 $164K <0.01% -30 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 705 $162K 0.04% -53 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 682 $156K 0.05% -159 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 670 $153K 0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 642 $147K 0.01% -109 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 622 $143K 0.02% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 613 $141K 0.01% +16 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 600 $138K 0.07% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 585 $134K 0.04% -155 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 565 $130K 0.01% -34 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 550 $126K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 540 $124K 0.01% -18 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 535 $123K 0.06% -113 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 535 $123K 0.04% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 528 $121K 0.01% +134 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 519 $119K 0.05% +22 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 520 $119K <0.01% +46 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 473 $109K 0.07% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 452 $104K <0.01% -44 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 444 $102K 0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 434 $99.6K <0.01% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 423 $97.1K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 419 $96.1K 0.01% -77 13F-HR Timeline Quarry LP More: the full row for Quarry LP 418 $95.9K 0.02% +238 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 418 $95.9K 0.07% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 414 $95K 0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 400 $91.8K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 383 $87.9K 0 Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 371 $85.1K 0.05% -6 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 366 $84K 0.04% -1,135 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 358 $82.3K 0.04% 0 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 339 $77.8K 0.01% -2,098 13F-HR Timeline