FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 4,452 $1.02M 0.34% +47 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 4,445 $1.02M 0.12% +57 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,444 $1.02M 0.1% -37 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,437 $1.02M 0.07% +115 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 4,435 $1.02M 0.34% -600 13F-HR Timeline Prana Capital Management, LP More: the full row for Prana Capital Management, LP 4,430 $1.02M 0.04% new 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 4,428 $1.02M 0.03% -2,513 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 4,428 $1.02M 0.13% new 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,425 $1.02M 0.13% -100 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,405 $1.01M 0.02% +941 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,351 $1M 0.08% -80 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,347 $1M 0.12% +53 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 4,344 $999K 0.19% +2,119 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 4,321 $994K 0.45% -44 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,319 $994K 0.4% -14 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 4,311 $992K 0.18% -72 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 4,274 $983K 0.06% -124 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,271 $983K 0.11% -17 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 4,267 $982K 0.18% -151 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 4,262 $981K 0.05% +409 13F-HR Timeline Group Emprise Bank More: the full row for Emprise Bank 4,262 $981K 0.47% -44 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,258 $980K 0.06% -300 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 4,256 $979K 0.46% +2 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 4,250 $978K 0.11% +94 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 4,240 $976K 0.03% -193 13F-HR Timeline Group McMill Wealth Management More: the full row for McMill Wealth Management 4,232 $975K 0.32% +5 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,235 $974K 0.35% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 4,233 $974K 0.15% -1,108 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,232 $974K 0.11% +60 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,216 $970K 0.07% -1,053 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,212 $969K 0.05% +4 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,208 $968K 0.12% +28 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,202 $967K 0.49% +22 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,182 $962K 0.45% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 4,175 $961K 0.1% -2 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,173 $960K 0.07% +89 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 4,152 $955K 0.12% -2,255 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 4,142 $953K 0.18% +12 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 4,142 $953K 0.13% +139 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 4,114 $947K 1.53% +5 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 4,104 $944K 0.28% -11 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,100 $943K 0.06% -1 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 4,080 $939K 0.08% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,080 $939K 0.03% -4,250 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4,071 $937K 0.09% -38 13F-HR Timeline Group ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 4,056 $933K 0.11% -70 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,056 $933K 0.09% +52 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 4,044 $930K 0.52% +574 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 4,010 $922K 0.02% +1,547 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 4,001 $920K 0.01% -765 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,991 $918K 0.47% +2,183 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,876 $917K 0.28% +193 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 3,965 $913K <0.01% +2,495 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 3,966 $913K 0.72% +10 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 3,957 $910K 0.4% -120 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,956 $910K 0.11% +3,083 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,941 $907K 0.14% +562 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,921 $902K 0.05% +612 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,805 $899K 0.25% 0 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 3,901 $897K 0.37% -109 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 3,901 $897K 0.25% -35 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,897 $897K 0.09% -176 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 3,878 $896K 0.09% -13,148 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,890 $895K 0.02% -1,540 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,879 $893K 0.07% -313 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 3,863 $888K 0.68% -345 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 3,855 $887K 0.01% -9,209 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 3,850 $886K 0.1% -17 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,822 $879K 0.45% -288 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 3,819 $879K 0.3% -390 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,816 $878K 0.03% -8 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,813 $877K 0.4% -104 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 3,806 $876K 2.52% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,857 $870K 0.12% +217 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,774 $868K 0.05% -159 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 3,766 $866K 0.23% -2,426 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,764 $866K 0.16% +290 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 3,753 $863K 0.34% -805 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,743 $861K 0.12% -228 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,743 $861K 0.43% -28 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 3,734 $859K 0.46% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,733 $859K 0.06% +58 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,729 $858K 0.04% +147 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,725 $857K 0.14% -180 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 3,719 $856K 1.07% -32 13F-HR/A Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 3,708 $853K 0.13% +135 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,708 $853K 0.29% +3,200 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,691 $849K 0.07% -576 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 3,668 $844K 0.21% +68 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 3,660 $842K 0.27% -184 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 3,653 $840K 0.06% -139 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,651 $840K 0.11% +149 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 3,647 $839K 0.56% +3 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 3,645 $839K 0.42% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,644 $839K 0.06% -450 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 3,611 $837K 0.2% +129 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 3,631 $835K 0.22% -121 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 3,627 $834K 0.2% 0 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 3,623 $834K <0.01% -849 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,619 $833K 0.39% -166 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 3,616 $832K 0.29% +4 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,614 $832K 0.06% -577 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,611 $831K 0.1% +447 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 3,607 $830K 0.06% -74 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 3,605 $829K 0.1% -2,407 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,591 $826K 0.01% -252 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 3,590 $826K 0.88% -50 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 3,588 $826K 0.01% -60 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 3,562 $820K 0.28% +599 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 3,551 $817K 0.32% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 3,534 $813K 0.46% new 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 3,518 $809K 0.02% +111 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,505 $806K 0.03% -39 13F-HR/A Timeline BANK OZK More: the full row for BANK OZK 3,488 $803K 0.31% -8,708 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,478 $800K 0.19% -117 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,471 $799K 0.64% +35 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,436 $791K 0.05% -85 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,436 $791K 0.06% -599 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 3,436 $791K 0.11% -7 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 3,432 $790K 0.18% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,411 $785K 0.28% -872 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 3,407 $784K 0.75% -4 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 3,407 $784K 0.22% -223 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,405 $783K 0.05% -449 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,398 $782K 0.31% +135 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 3,388 $780K 0.23% -17 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 3,383 $778K 0.69% -247 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 3,367 $775K 0.52% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,354 $772K 0.12% +778 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,351 $771K 0.09% 0 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 3,298 $763K 0.02% -12,105 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,315 $763K 0.3% +229 13F-HR Timeline Trust Co More: the full row for Trust Co 3,306 $761K 0.09% +1,030 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 3,305 $760K 0.65% 0 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 3,303 $760K 0.32% +6 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,272 $753K 0.07% -3 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 3,270 $752K 0.57% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,261 $750K 0.06% +1 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 3,254 $749K 0.7% 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 3,251 $748K 0.06% new 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 3,247 $747K 0.22% +2 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,243 $746K 0.34% -990 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 3,239 $745K 0.32% 0 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 3,233 $744K 0.07% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,156 $743K 0.05% +571 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,230 $743K 0.11% -412 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,228 $743K 0.39% 0 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 3,221 $741K 0.25% +267 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 3,191 $738K 0.11% -50 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 3,206 $738K 0.19% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,193 $735K 0.06% -247 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 3,191 $734K 0.5% -134 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 3,188 $734K 0.51% 0 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 3,184 $733K 0.59% +26 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,176 $731K 0.02% -905 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 3,173 $730K 0.32% -21 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,173 $730K 0.18% -338 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 3,170 $729K 0.19% +28 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,168 $729K 0.19% 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 3,153 $725K 0.26% new 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 3,147 $724K 0.18% +145 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 3,145 $724K 0.34% -45 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 3,144 $723K 0.23% +1,036 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3,141 $723K 0.15% +71 13F-HR/A Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,138 $722K 0.26% 0 13F-HR Timeline Group Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 3,131 $720K 0.27% -8,227 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,123 $719K 0.18% new 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 3,113 $716K 0.33% -91 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,105 $714K 0.09% -114 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 3,091 $711K 0.48% -575 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,088 $710K 0.08% -683 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 3,080 $709K 0.2% -650 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 3,080 $709K 0.08% 0 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 3,076 $708K 0.16% -647 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 2,996 $708K 0.33% 0 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 3,071 $707K 0.41% 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,072 $707K 0.06% -844 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 3,031 $702K -2,777 Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,049 $702K 0.05% +335 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 3,046 $701K 0.39% new 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 3,043 $700K 0.05% +86 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 3,034 $698K 0.19% -708 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 3,034 $698K 0.05% +65 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 3,026 $696K 0.12% +10 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 3,025 $696K 0.14% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,022 $695K 0.08% +1,017 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,021 $695K 0.05% +1,228 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 3,020 $695K 0.15% +70 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 3,014 $693K 0.22% +111 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 3,012 $693K 0.32% +46 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,003 $691K 0.1% -154 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 3,000 $690K 0.16% new 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 2,988 $688K 0.3% 0 13F-HR Timeline NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 2,985 $687K 0.8% 0 13F-HR Timeline Group Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,979 $685K 0.27% -505 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,964 $682K 0.04% +305 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 2,960 $681K 0.75% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 2,960 $681K 0.7% -13 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,961 $681K 0.05% -388 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 2,931 $678K 0.1% +92 13F-HR Timeline