Chicago Capital, LLC More: the full row for Chicago Capital, LLC 10,130 $1.23M 0.03% +155 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 10,098 $1.23M 0.09% -250 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 10,085 $1.23M 0.13% +311 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 10,066 $1.23M 0.08% +366 13F-HR Timeline WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 10,014 $1.22M <0.01% -4,253 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 10,011 $1.22M 0.09% +975 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 10,007 $1.22M 0.09% +1,432 13F-HR Timeline Value Star Asset Management (Hong Kong)… More: the full row for Value Star Asset Management (Hong Kong) Ltd 10,000 $1.22M 7.45% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 9,945 $1.21M 0.95% +1,765 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 9,916 $1.21M 0.25% +40 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 9,908 $1.21M 0.3% +3,700 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 9,900 $1.21M 0.11% -1,333 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 9,862 $1.2M 0.44% -34 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 9,849 $1.2M 0.08% -509 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 9,837 $1.2M 0.47% -299 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 9,832 $1.2M 0.02% -26,378 13F-HR Timeline Group FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 9,411 $1.2M 0.49% +322 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 9,815 $1.2M 0.33% -800 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,805 $1.19M 0.04% -19,109 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,778 $1.19M 0.09% +186 13F-HR Timeline Taylor Frigon Capital Management LLC More: the full row for Taylor Frigon Capital Management LLC 9,776 $1.19M 0.71% -5,043 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 9,720 $1.18M 0.67% -150 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,668 $1.18M 0.04% -1,329 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,662 $1.18M 0.09% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 9,661 $1.18M 0.62% +217 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 9,645 $1.17M 0.12% -32 13F-HR/A Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 9,616 $1.17M 0.07% -847 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 9,600 $1.17M 0.16% +63 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 9,550 $1.16M 0.46% +222 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 9,534 $1.16M 0.13% 0 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 9,500 $1.16M 0.05% +400 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 9,437 $1.15M 0.04% +477 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 9,424 $1.15M 0.86% +39 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 9,399 $1.14M 0.05% +4,475 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 9,354 $1.14M 0.3% +169 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 9,332 $1.14M 0.08% -2,563 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 9,311 $1.13M 0.08% +177 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 9,307 $1.13M 0.23% +1,155 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 9,288 $1.13M 0.75% -423 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,280 $1.13M 0.06% +1,000 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 9,424 $1.13M 0.26% +444 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 8,825 $1.13M 0.49% +287 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 9,231 $1.12M 0.05% +968 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 9,154 $1.11M 0.3% -281 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 8,682 $1.11M 1.18% +2,840 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 9,127 $1.11M 0.27% +573 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,111 $1.11M 0.03% +831 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 9,105 $1.11M +904 Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 9,006 $1.1M 0.63% +142 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 9,004 $1.1M 0.64% +1 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 8,993 $1.1M 0.03% +4,319 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,988 $1.09M 0.06% -115 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 8,958 $1.09M 0.31% +2,022 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 8,948 $1.09M 0.09% +544 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 8,946 $1.09M 0.07% +1,274 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 8,920 $1.09M 0.38% 0 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 8,919 $1.09M 0.06% +1,131 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 8,900 $1.08M 0.18% -43 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 8,858 $1.08M 0.19% +1,162 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 8,844 $1.08M 0.04% +603 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 8,843 $1.08M 0.18% +62 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 9,095 $1.08M 0.51% -589 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 8,820 $1.07M 0.44% +2,886 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 8,789 $1.07M 0.53% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 8,784 $1.07M 0.38% +13 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 8,767 $1.07M 0.08% +4 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,754 $1.07M 0.06% -11,615 13F-HR Timeline Group MWA Asset Management More: the full row for MWA Asset Management 8,739 $1.06M 0.74% +11 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 8,735 $1.06M 0.26% +156 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8,715 $1.06M 0.13% -35 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 8,709 $1.06M 0.45% -151 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,684 $1.06M 0.05% new 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 8,631 $1.05M 0.49% -92 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 8,599 $1.05M 0.09% -138 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 8,575 $1.04M 0.18% +1,413 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 8,510 $1.04M 0.07% +15 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 8,502 $1.04M 0.02% +910 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,477 $1.03M 0.02% +666 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 8,474 $1.03M 0.06% +35 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 8,050 $1.03M 0.43% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 8,420 $1.03M 0.32% +46 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 8,410 $1.02M 0.74% -875 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 8,376 $1.02M 0.19% -2,118 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 8,360 $1.02M 0.13% -60 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 8,359 $1.02M 0.08% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 8,353 $1.02M 0.3% +49 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 8,353 $1.02M 0.08% -330 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 8,462 $1.02M 0.47% -21 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 8,331 $1.01M 1.01% -630 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 8,272 $1.01M 0.15% +1,346 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 8,260 $1.01M 0.06% -426 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 8,223 $1M 0.34% +216 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 8,216 $1M 0.29% -20,240 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 8,203 $999K 0.08% -335 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 8,192 $998K 0.25% +1,790 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 8,189 $997K 0.23% -615 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 7,580 $992K 0.52% -680 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 8,141 $992K 0.12% -443 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 8,132 $990K 0.25% -300 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 8,117 $989K 0.19% -159 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 8,094 $986K 0.64% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 8,061 $982K 0.21% +51 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 7,778 $980K 0.52% +976 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 8,023 $977K 0.5% +721 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 8,012 $976K 0.09% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 8,008 $975K 0.05% +55 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 8,000 $974K 0.86% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 8,000 $974K <0.01% +751 13F-HR/A Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 8,000 $974K 0.09% +1,700 13F-HR Timeline Group BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 7,997 $974K 0.38% +358 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 7,983 $972K 0.21% +3,168 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 7,966 $970K 0.29% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,911 $964K 0.09% -867 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 7,885 $960K 0.33% +1,801 13F-HR/A Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 7,869 $958K 0.17% -80 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 7,839 $955K 0.23% +4,278 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 7,775 $947K 0.75% -45 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 7,760 $945K 0.12% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 7,755 $944K 0.05% -1,400 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 7,343 $940K 0.1% -122 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 7,678 $935K 0.26% -339 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,675 $935K 0.12% -86 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,637 $930K 0.08% -5,624 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 7,624 $929K 0.26% -81 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,583 $923K 0.05% -307 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 7,531 $917K 0.02% +533 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 7,506 $914K 0.07% -254 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 7,497 $913K 0.83% +2,447 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 7,458 $908K 0.06% -623 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,441 $906K 0.07% +431 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 7,415 $903K 0.42% +2,881 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 7,413 $903K 0.05% -53,549 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,408 $902K 0.08% +1,685 13F-HR/A Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 7,397 $901K 0.06% +1 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,394 $901K 0.08% +355 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 7,387 $900K 0.17% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 7,354 $896K 0.09% +31 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 7,352 $895K 1.09% 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 7,251 $883K 0.13% -50 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 7,245 $882K 0.03% +379 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 7,205 $878K 0.46% -80 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 6,841 $877K 0.04% -256 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 7,185 $875K 0.37% -1,017 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,899 $873K 0.38% +569 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,164 $873K 0.11% +376 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 7,156 $870K 0.02% +4,203 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 7,141 $870K -2,340 Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 7,124 $868K 0.46% -667 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 7,098 $865K 0.09% +967 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 7,097 $864K 0.01% new 13F-HR/A Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 7,088 $863K 0.37% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 7,046 $862K 0.05% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 7,031 $856K 0.28% +4,272 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 7,014 $856K 0.06% +3,606 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 7,006 $853K 0.14% -495 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 7,000 $853K 0.32% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 7,001 $853K 0.02% +1,065 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 6,994 $852K 0.07% +328 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 6,965 $848K 0.38% +6 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,956 $847K 0.07% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 6,921 $843K 0.15% +101 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 6,904 $841K 0.08% +3 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 6,900 $840K 0.01% 0 13F-HR/A Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 6,618 $831K 0.05% +1,942 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 6,802 $828K 0.08% +1,060 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 6,732 $827K 0.2% +4,290 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,450 $823K 0.11% +2,132 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 6,744 $821K 0.02% -5,705 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 6,710 $817K 0.55% -3,042 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,675 $813K 0.08% +765 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 6,671 $813K 0.02% -992 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 6,659 $811K 0.22% -175 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,635 $808K 0.05% -4,081 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,635 $808K 0.1% +1,340 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 6,632 $808K 0.2% -100 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 6,629 $807K 0.07% -107 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 6,619 $806K 0.03% +640 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 6,614 $806K 0.44% -390 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 6,606 $805K 0.37% +1,445 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 6,600 $804K 0.3% -2,547 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 6,579 $801K 0.43% -27 13F-HR Timeline 111 Capital More: the full row for 111 Capital 6,545 $797K 0.15% -2,348 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 6,540 $797K 0.01% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 6,516 $794K 0.02% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 6,495 $791K 0.04% +51 13F-HR Timeline Katamaran Capital LLP More: the full row for Katamaran Capital LLP 6,488 $790K 1.03% new 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 6,418 $782K 0.72% -106 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 6,411 $781K 0.08% -28 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 6,404 $780K 0.04% -367 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 6,400 $780K 0.32% 0 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 6,391 $778K 0.62% -46 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 6,365 $775K 0.06% +362 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 6,344 $773K 0.7% -50 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 6,337 $772K 0.04% -7,198 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 6,331 $771K 0.25% +10 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 6,324 $770K 0.09% 0 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 6,274 $764K 0.18% 0 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 6,209 $762K 0.26% -414 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,231 $759K 0.14% +207 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,225 $758K 0.07% -26 13F-HR Timeline