Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 10,536 $1.51M 1.25% +651 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 10,664 $1.51M 0.67% +288 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 10,357 $1.5M 0.18% +326 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,324 $1.49M 0.06% -192 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 10,309 $1.49M 0.04% +772 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 10,304 $1.49M 0.04% -8,636 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 10,233 $1.48M 0.02% -32,529 13F-HR Timeline Group Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 10,205 $1.48M 1.07% -228 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 10,190 $1.47M 0.04% +26 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 10,276 $1.47M 0.08% +1,972 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 10,156 $1.47M 0.03% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 10,084 $1.46M 1.01% +312 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 10,075 $1.46M 0.35% +3,524 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 10,074 $1.46M 0.38% -51 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,019 $1.45M 0.02% -261 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 10,014 $1.45M 0.03% +6,630 13F-HR/A Timeline Group Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 9,996 $1.44M 0.26% -46 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 9,994 $1.44M 0.2% +939 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,994 $1.44M 0.1% -566 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 9,983 $1.44M 0.02% +353 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 9,978 $1.44M 0.07% +1,653 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 9,960 $1.44M 0.33% +435 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 9,955 $1.44M 0.32% +403 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 9,928 $1.43M 0.32% +1,321 13F-HR/A Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 9,901 $1.43M 0.53% +941 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9,870 $1.43M 0.19% +1,167 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 9,870 $1.43M 0.72% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 9,889 $1.42M 0.05% new 13F-HR Timeline Taylor Frigon Capital Management LLC More: the full row for Taylor Frigon Capital Management LLC 9,815 $1.42M 0.71% +174 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 9,684 $1.4M 0.51% -55 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 9,666 $1.4M 0.47% +621 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 9,665 $1.4M 0.75% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 9,642 $1.39M 0.51% +117 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 9,595 $1.39M 0.4% +23 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 9,588 $1.39M 0.12% -43 13F-HR Timeline Group NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 9,575 $1.38M 1.29% new 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 9,575 $1.38M 0.08% +300 13F-HR Timeline Group Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 9,550 $1.38M 0.1% -1,000 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 9,546 $1.38M 0.96% -2,326 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 9,544 $1.38M 0.07% +1,245 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 9,534 $1.38M 0.14% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 9,527 $1.38M 0.21% +469 13F-HR Timeline EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 9,504 $1.37M -822 Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 9,479 $1.37M 0.05% +825 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 9,479 $1.37M 0.76% +477 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 9,420 $1.36M 0.4% +300 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 9,547 $1.36M 0.48% -83 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,368 $1.35M 0.07% +270 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 9,289 $1.34M 0.08% +37 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 9,286 $1.34M 0.07% -157 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 9,235 $1.33M 0.09% +1,366 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 9,204 $1.33M 0.02% +274 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 9,202 $1.33M 0.08% +1,561 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 9,202 $1.33M 0.19% +1,326 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 9,150 $1.32M 0.09% -14,746 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 9,132 $1.32M 0.28% +20 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 9,106 $1.32M 0.1% +747 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 9,076 $1.31M 0.62% +142 13F-HR Timeline BRISTOL JOHN W & CO INC /NY/ More: the full row for BRISTOL JOHN W & CO INC /NY/ 9,049 $1.31M 0.02% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 9,009 $1.3M 0.55% +326 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 9,008 $1.3M 0.64% +2 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 8,993 $1.3M 0.04% +1,231 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 10,395 $1.28M 0.07% +888 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 8,861 $1.28M 0.38% +370 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 8,861 $1.28M 0.28% -493 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,847 $1.28M 0.06% -2,618 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 8,845 $1.28M 0.07% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 8,792 $1.27M 0.19% -9 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 8,790 $1.27M 0.44% 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 8,803 $1.27M 0.01% -955 13F-HR Timeline Group Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 8,786 $1.27M 0.5% 0 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 8,781 $1.27M 0.98% -520 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 8,872 $1.26M 0.11% +2,460 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 8,731 $1.26M 0.08% +166 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 8,702 $1.26M 0.22% +3,865 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 8,701 $1.26M 0.02% +61 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 8,700 $1.26M 0.03% -106 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,638 $1.25M 0.1% +434 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,587 $1.24M 0.06% +283 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 8,564 $1.24M 0.02% +1,800 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 8,530 $1.23M 0.02% new 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 8,527 $1.23M 0.96% -1,826 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 8,490 $1.23M 0.09% -8 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,489 $1.23M 0.05% -358 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 8,490 $1.23M 0.17% -7,971 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 8,468 $1.22M 0.08% -223 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 8,437 $1.22M 0.14% -393 13F-HR/A Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,466 $1.22M 0.03% +3,044 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 8,426 $1.22M 0.17% -961 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 8,392 $1.21M 0.06% -527 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 8,360 $1.21M 0.14% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 8,285 $1.2M 0.12% +83 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 9,551 $1.2M 0.1% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 8,261 $1.19M 0.23% +310 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 8,214 $1.19M 0.14% +2,686 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 8,178 $1.18M 0.35% +218 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,174 $1.18M 0.09% +271 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 8,135 $1.18M 0.4% -453 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 8,116 $1.17M 0.06% -485 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 8,116 $1.17M 0.04% +256 13F-HR Timeline Group OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 8,100 $1.17M 0.71% +3,698 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 8,094 $1.17M 0.64% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 7,961 $1.17M 0.09% +596 13F-HR/A Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 8,076 $1.17M 0.32% +537 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 8,067 $1.17M 1.06% -9 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 8,061 $1.16M 0.21% 0 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 8,021 $1.16M 0.98% -28 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 7,988 $1.15M 0.38% +1 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 7,982 $1.15M 0.28% -240 13F-HR Timeline HENDLEY & CO INC More: the full row for HENDLEY & CO INC 7,905 $1.14M 0.38% -400 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 7,858 $1.14M 0.17% +27 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 7,847 $1.13M 0.1% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 7,816 $1.13M 0.25% +2,639 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 7,787 $1.13M 0.07% -2,511 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 7,778 $1.12M 0.08% +88 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 7,775 $1.12M 0.77% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 7,765 $1.12M 0.09% +1,515 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 7,760 $1.12M 0.09% +22 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 7,752 $1.12M 0.25% -160 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 7,724 $1.12M 0.44% +405 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,667 $1.11M 0.13% +77 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 7,644 $1.1M 0.13% -283 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 7,638 $1.1M 0.05% +824 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 8,902 $1.1M 0.17% +2 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 7,580 $1.1M 0.53% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 11,172 $1.09M 0.17% new 13F-HR/A Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,533 $1.09M 0.04% +1,398 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 7,636 $1.09M 0.03% +967 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 7,498 $1.08M 0.03% +2,276 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,487 $1.08M 0.07% -303 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 7,472 $1.08M 0.22% +2,980 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 7,432 $1.07M 0.83% +1,540 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 7,417 $1.07M 0.13% -806 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 7,403 $1.07M 0.04% +653 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 7,388 $1.07M 0.03% -173 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 7,373 $1.07M 0.26% +256 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,373 $1.07M 0.11% -303 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 7,351 $1.06M 0.27% -1,160 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 7,313 $1.06M 0.2% -582 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 7,251 $1.05M 0.13% 0 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 7,249 $1.05M 0.38% -623 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 7,317 $1.04M 0.32% +1,882 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7,169 $1.03M 0.34% +96 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 7,096 $1.03M 0.02% +292 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,086 $1.02M 0.05% -363 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 7,088 $1.02M 0.4% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 7,086 $1.02M 0.22% -13 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 7,068 $1.02M 0.01% -69,241 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 7,061 $1.02M 0.12% +8 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 7,057 $1.02M 0.01% +367 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 7,011 $1.01M 0.31% -1,787 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 7,000 $1.01M 0.29% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 6,980 $1.01M 0.14% +27 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 6,978 $1.01M 0.43% +6 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 6,943 $1M 0.5% -115 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 6,870 $993K 0.08% -4,215 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,022 $988K 0.1% -1,722 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 6,781 $980K 0.24% -118 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 6,775 $979K 0.66% +29 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 6,763 $978K 0.35% -1,929 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 6,727 $972K 0.06% -77 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 6,717 $971K 0.02% +145 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,689 $967K 0.04% +588 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 6,642 $960K 0.09% -282 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 6,640 $960K 0.2% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 6,622 $957K 0.05% -30 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 6,611 $956K 0.37% +3,745 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 6,579 $951K 0.57% +1,309 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,555 $947K 0.11% +721 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 6,548 $946K 0.17% new 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 6,522 $943K 0.18% +2,779 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 6,507 $941K 0.21% -262 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,506 $940K 0.04% +387 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 6,504 $940K 0.04% +100 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 6,494 $939K 0.3% -2,147 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,490 $938K 0.07% +20 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 6,425 $929K 0.04% +2,864 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 6,416 $927K 0.13% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 6,410 $927K 0.02% -7,172 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 6,407 $926K 0.37% -183 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 6,392 $924K 0.01% -33,581 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 6,388 $923K 0.16% -46 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 6,372 $921K 0.04% new 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 6,350 $918K 0.04% +14 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 6,348 $918K 0.1% +197 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 6,340 $916K 0.73% -3,272 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 6,324 $914K 0.1% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,311 $912K 0.05% -618 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,309 $912K 0.05% +187 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 6,287 $909K 0.08% +248 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,240 $902K 0.1% -814 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 6,232 $901K 0.17% -250 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 6,227 $900K 0.16% +876 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 6,205 $897K 0.08% +132 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 6,180 $893K 0.05% +2,812 13F-HR Timeline Group Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 6,158 $890K 0.21% +720 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,155 $890K 0.07% +54 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 6,139 $887K 0.28% -39 13F-HR Timeline Astoria Portfolio Advisors LLC. 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