INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 5,947 $532K 0.18% +4 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 5,893 $527K 0.01% 0 13F-HR/A Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,883 $526K 0.01% new 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 5,818 $520K 0.04% +23 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,759 $515K 0.01% +300 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 5,736 $513K 0.1% 0 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 5,661 $506K 0.12% +1,635 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 5,657 $506K 0.04% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,621 $503K 0.01% +489 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,588 $500K <0.01% +1,455 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,514 $493K 0.01% new 13F-HR Timeline Group SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 5,439 $486K 0.24% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 5,439 $485K <0.01% +614 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 5,383 $481K 0.25% -27 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,356 $479K 0.03% +51 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,287 $473K 0.01% +615 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 5,271 $472K <0.01% +2,191 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,251 $469K 0.05% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,214 $466K 0.02% +16 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,209 $466K 0.01% +512 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,207 $465K <0.01% +3,394 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,155 $461K 0.01% +1,309 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,137 $459K 0.01% +1,478 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 5,098 $456K 0.2% 0 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 5,063 $453K <0.01% -3,067 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 5,037 $450K <0.01% -1,092 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,904 $448K <0.01% +2,844 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,942 $442K 0.03% +3 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 4,940 $442K 0.02% -2 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,937 $441K 0.02% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 4,900 $439K <0.01% 0 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,913 $439K 0.01% -1,332 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,864 $435K <0.01% +1,310 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,849 $434K 0.01% +1,856 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 4,826 $431K 0.01% -159 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,804 $429K 0.01% -718 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,766 $426K 0.01% -833 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,696 $420K 0.02% -412 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,608 $412K 0.04% -4,574 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,590 $410K 0.01% +163 13F-HR Timeline Group Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 4,404 $407K 0.47% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,519 $404K 0.01% -738 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 4,500 $402K 0.14% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,470 $400K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 4,361 $390K <0.01% -542 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,334 $387K 0.02% +3 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 4,325 $387K 0.03% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 4,255 $380K <0.01% -2,217 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,251 $380K 0.04% +207 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,243 $379K 0.01% +526 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 4,228 $378K 0.01% -14,011 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 4,206 $376K 0.08% +11 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,172 $373K 0.02% +301 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,161 $372K 0.01% +1,293 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,154 $371K <0.01% -736 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 4,128 $369K 0.02% -78,550 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 4,107 $367K 0.05% +60 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 4,000 $358K 0.14% 0 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 4,000 $358K 0.03% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,981 $356K <0.01% +1 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,977 $356K 0.04% +567 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 3,975 $355K 0.12% -115 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 3,959 $354K 0.21% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,952 $353K <0.01% new 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 3,952 $353K 0.54% -1,038 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,949 $353K 0.01% -356 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,901 $349K 0.01% +744 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 3,859 $345K 0.26% -21,338 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 3,857 $345K 0.07% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,791 $339K 0.01% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,754 $336K 0.01% +891 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,750 $335K 0.08% 0 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 3,746 $335K 0.02% new 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,616 $323K <0.01% -627 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,614 $323K 0.05% +27 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,591 $321K 0.01% -1,733 13F-HR Timeline Group Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,549 $317K 0.09% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,535 $316K 0.08% -212 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,531 $316K 0.04% +271 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 3,515 $314K <0.01% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,515 $314K 0.02% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,502 $313K 0.01% new 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 3,485 $312K <0.01% -315 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,480 $311K 0.03% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,403 $304K 0.01% new 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 3,402 $304K 0.01% -115 13F-HR Timeline Group VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,392 $303K 0.03% +479 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 3,352 $300K <0.01% -36,620 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,311 $296K <0.01% +486 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,298 $295K <0.01% 0 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 3,287 $294K 0.23% -845 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 3,270 $292K 0.02% 0 13F-HR Timeline Group Capital Square, LLC More: the full row for Capital Square, LLC 3,332 $292K 0.13% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,248 $290K 0.02% +42 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,242 $290K <0.01% +147 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,231 $289K 0.01% -90 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,221 $288K 0.01% +416 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 3,202 $286K 0.18% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,194 $286K 0.04% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,191 $285K <0.01% +7 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,180 $284K 0.01% +401 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,161 $283K 0.05% -255 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,157 $282K 0.06% -3,229 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,153 $282K <0.01% -995 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,142 $281K <0.01% -640 13F-HR Timeline Group Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 3,071 $275K 0.01% -2,998 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,060 $274K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,044 $272K <0.01% -52 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,043 $272K 0.06% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,032 $271K 0.03% +18 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,032 $271K 0.02% +18 13F-HR Timeline Group Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 3,024 $270K 0.11% +17 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,020 $270K 0.01% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,007 $269K 0.2% +175 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,986 $267K 0.02% +819 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,977 $266K 0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,948 $262K <0.01% -236 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,925 $261K 0.02% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,895 $259K <0.01% -401 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,883 $259K 0.01% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,874 $257K 0.11% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,874 $257K <0.01% 0 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,850 $255K 0.01% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,838 $254K 0.01% +47 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,814 $252K 0.01% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,809 $251K 0.01% -196 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,794 $250K <0.01% -408 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,790 $249K 0.02% -726 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 2,785 $249K 0.04% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,766 $247K 0.01% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,764 $247K 0.07% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,760 $247K 0.03% -236 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,752 $246K <0.01% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,742 $245K 0.01% -32 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 2,725 $244K <0.01% -674 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 2,711 $242K 0.01% -146 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,709 $242K 0.06% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,707 $242K 0.02% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,677 $239K 0.06% -2,818 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,671 $239K 0.02% new 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,640 $236K 0.13% new 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 2,631 $235K 0.04% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,619 $234K <0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,606 $233K 0.02% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,590 $232K <0.01% +10 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,588 $231K 0.05% new 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,560 $229K 0.1% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,559 $229K 0.02% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,554 $228K 0.02% -6,523 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,554 $228K 0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,549 $228K <0.01% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,546 $228K 0.01% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,545 $228K 0.01% new 13F-HR Timeline ARGA Investment Management, LP More: the full row for ARGA Investment Management, LP 2,506 $224K 0.01% new 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,500 $224K 0.09% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,480 $222K 0.01% -883 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,458 $220K 0.01% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,510 $217K 0.01% new 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,428 $217K <0.01% +380 13F-HR/A Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,444 $216K 0.01% new 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,407 $215K 0.11% new 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 2,395 $214K 0.05% new 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 2,391 $214K 0.02% 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,373 $212K <0.01% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,340 $209K 0.01% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,325 $208K <0.01% new 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 2,316 $207K <0.01% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,284 $204K 0.02% new 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 2,281 $204K 0.04% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,272 $203K <0.01% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,264 $202K 0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,251 $201K <0.01% new 13F-HR Timeline Group Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 2,249 $201K 0.11% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,239 $200K 0.01% new 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 2,195 $196K 0.16% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,092 $187K <0.01% -35,964 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,993 $178K 0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,904 $170K 0.04% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,900 $170K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,741 $156K <0.01% -1,616 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,505 $135K 0.08% +20 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,500 $134K 0.07% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,430 $128K 0.01% +51 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,381 $123K 0.04% -33 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,301 $116K 0.07% +145 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,287 $115K 0.01% +109 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,280 $114K <0.01% -715 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,277 $114K <0.01% 0 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,255 $112K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,172 $105K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,135 $102K <0.01% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 1,130 $101K 0.05% +275 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,065 $95.2K 0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,050 $93.9K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,025 $91.6K 0.01% -2 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,001 $89.5K <0.01% -12 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,000 $89.4K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 970 $86.7K 0.02% +376 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 953 $85.2K <0.01% 0 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 938 $83.9K <0.01% -35 13F-HR Timeline Group