Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 12,283 $1.64M <0.01% +8,771 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 12,162 $1.62M 0.22% -6 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 11,985 $1.6M 0.03% -91 13F-HR Timeline Group Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 11,956 $1.6M 0.58% -121 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 11,928 $1.59M 0.53% -2,273 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 11,889 $1.59M 0.16% +1 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 11,855 $1.58M 0.87% -34 13F-HR Timeline Wealthcare Capital Partners, LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Capital Partners, LLC 11,841 $1.58M 0.74% +51 13F-HR Timeline Group One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 11,818 $1.58M 0.41% -1,034 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 11,589 $1.55M <0.01% -1,113 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 11,465 $1.53M 0.18% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,157 $1.49M 0.01% +799 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 11,087 $1.48M 0.01% +1,623 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 10,989 $1.47M 1.01% -502 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 10,839 $1.45M 0.05% +225 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 10,836 $1.45M 0.28% -1,974 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 10,741 $1.43M 0.03% -2,987 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 10,656 $1.42M <0.01% new 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 10,499 $1.41M 0.02% -309 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 10,562 $1.41M 0.01% 13F-HR Timeline Group Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 10,486 $1.4M 1.24% 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 10,206 $1.36M 0.71% +431 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,966 $1.33M 0.03% +106 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 9,830 $1.31M 0.02% +310 13F-HR Timeline Group Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 9,781 $1.31M 0.45% +65 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 9,758 $1.3M 0.34% -370 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 9,740 $1.3M 0.13% +32 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,728 $1.3M 0.02% -556 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 9,680 $1.29M <0.01% -1,077 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 9,504 $1.27M 0.9% -378 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 9,491 $1.27M 0.89% +200 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 9,411 $1.26M 0.03% -49 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 9,404 $1.26M 0.03% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 9,372 $1.25M 0.02% -628 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 9,354 $1.25M <0.01% -364 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 9,300 $1.24M <0.01% +1,500 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 9,266 $1.24M 0.07% -166 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 9,256 $1.24M 0.02% +1,112 13F-HR Timeline Group Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 9,241 $1.23M 0.27% +4,899 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 9,185 $1.23M 0.25% -4 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 9,150 $1.22M 0.13% +6,000 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 9,056 $1.21M 1.06% -152 13F-HR/A Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 8,843 $1.18M 0.16% +10 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 8,786 $1.17M 0.04% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 8,761 $1.17M 0.13% +1 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 8,715 $1.15M 0.16% 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 8,563 $1.14M 0.02% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 8,475 $1.13M <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,458 $1.13M 0.01% -853 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 8,450 $1.13M <0.01% +2,211 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,444 $1.13M 0.02% -68 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 8,343 $1.11M 0.51% +133 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 8,338 $1.11M <0.01% +614 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 8,321 $1.11M 0.04% +679 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,259 $1.1M 0.05% +27 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 8,032 $1.07M 0.39% +3,336 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 8,004 $1.07M 0.32% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 7,849 $1.05M 0.56% +1 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 7,926 $1.05M 0.4% +3,639 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,835 $1.05M 0.01% -102 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,695 $1.03M 0.01% 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 7,764 $1.03M 0.59% +38 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,512 $1M 0.01% +8 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,464 $996K 0.03% +67 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 7,455 $994K 0.01% -388 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 7,314 $976K <0.01% +75 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 7,286 $973K 0.04% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 7,276 $971K 0.16% 0 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 7,221 $964K 0.24% +34 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 7,200 $961K 0.11% 0 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 7,085 $946K +1,338 Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 7,042 $940K 0.46% +122 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 7,010 $936K 0.13% +187 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 6,955 $928K 0.04% -82 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,898 $921K <0.01% +234 13F-HR Timeline Group Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 6,894 $920K 0.22% -26,215 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 6,850 $914K 0.1% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,846 $914K 0.02% +83 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 6,810 $909K 0.11% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,781 $905K 0.04% +588 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,725 $898K 0.04% +3,831 13F-HR/A Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,700 $894K 0.05% +28 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,696 $894K 0.01% +159 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 6,660 $889K 0.39% -87 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,600 $881K 0.05% -700 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 6,577 $878K 0.04% -100 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,542 $873K 0.01% -176 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 6,545 $873K 0.2% -935 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 6,530 $872K 0.05% -2,629 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,469 $864K 0.02% +4,880 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,455 $862K <0.01% 0 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 6,352 $848K 0.09% +109 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,343 $847K 0.11% -44 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,301 $841K 0.03% -157 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,269 $837K <0.01% -31 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,256 $835K 0.02% +749 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 6,245 $834K <0.01% 0 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 6,220 $830K 0.02% -668 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 6,170 $824K 0.06% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 6,130 $818K 0.2% -673 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 6,101 $814K 0.07% 0 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 6,044 $807K 0.09% -51 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 6,006 $802K 0.28% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 5,950 $794K 0.41% +578 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 5,923 $791K 0.76% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,883 $785K 0.05% -989 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 5,855 $782K 0.18% 0 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 5,811 $776K 0.35% -60 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 5,808 $775K 0.47% +220 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 5,714 $763K 0.05% -18 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,662 $756K 0.03% +29 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 5,617 $750K 0.03% -50 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 5,560 $742K 0.1% -91 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 5,517 $736K <0.01% new 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 5,476 $731K <0.01% -198 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 5,447 $727K 0.02% -93 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 5,425 $724K 0.29% +3,196 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 5,378 $718K 0.08% +417 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 5,333 $712K 0.39% -128 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,276 $704K 0.01% -547 13F-HR/A Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 5,235 $699K 0.02% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,229 $698K 0.01% +208 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 5,220 $697K 0.16% -496 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 5,155 $688K 0.33% -120 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,119 $683K 0.01% +106 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,106 $682K 0.02% +7 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,031 $672K 0.03% -385 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 5,028 $671K 0.05% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 5,026 $671K <0.01% -230 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 5,014 $669K 0.27% -81 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,013 $669K 0.05% +3,407 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 4,995 $667K 0.17% +38 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,964 $663K <0.01% -25 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 4,931 $658K 0.13% +1,818 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 4,919 $657K 0.41% 0 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 4,912 $655K 0.3% +2 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,895 $653K <0.01% +8 13F-HR Timeline Group Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 4,842 $646K 0.15% -12 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,831 $645K 0.04% -49 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 4,816 $643K 0.27% -94 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 4,813 $642K 0.28% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,782 $638K <0.01% -16,451 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,759 $635K 0.12% -72 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 4,843 $634K 0.28% +100 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 4,740 $633K <0.01% 0 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,707 $628K 0.03% +101 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 4,623 $617K 0.15% -2,876 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 4,623 $617K 0.42% +5 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 4,561 $609K 0.24% 0 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 4,548 $607K 0.6% 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 4,518 $603K 0.15% -1,046 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 4,513 $602K 0.05% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 4,470 $597K 0.13% -47 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,419 $590K 0.03% -64 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 4,377 $584K 0.26% -123 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 4,327 $578K 0.02% 0 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 4,286 $572K 0.08% +12 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 4,270 $570K 0.43% -945 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,235 $570K 0.04% +363 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 4,233 $565K 0.15% 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,208 $562K 0.02% -376 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,205 $561K 0.03% +416 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,152 $554K 0.01% -100 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 4,146 $553K 0.32% 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,945 $553K 0.02% +118 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,117 $550K 0.04% 0 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 4,110 $549K 0.09% -11 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 4,199 $548K 0.25% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,088 $546K 0.01% -45 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,974 $544K 0.05% -2 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 4,045 $540K 0.35% -270 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,032 $538K <0.01% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,996 $533K 0.03% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,943 $526K 0.02% +157 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,915 $523K 0.03% -92 13F-HR Timeline Group PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 3,890 $519K 0.28% +65 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,872 $517K 0.03% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. 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