Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,258 $572K 0.04% +945 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 4,240 $570K 0.07% -25 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,240 $570K 0.01% +1,696 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 4,229 $569K 0.19% -119 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,221 $567K 0.03% +1,311 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 4,219 $567K 0.31% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,196 $564K 0.03% +296 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 4,185 $563K 0.01% -53,268 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,179 $562K 0.03% +2,221 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,171 $561K 0.01% +371 13F-HR Timeline Group Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 4,167 $560K 0.19% +130 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,161 $559K 0.01% -246 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,135 $556K 0.02% -308 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,135 $556K 0.01% -5,025 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,107 $552K 0.04% +691 13F-HR Timeline Group Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 4,094 $550K 0.09% +377 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,080 $548K 0.06% +67 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 4,072 $547K 0.27% -78 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,072 $547K 0.04% +1,209 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 4,065 $546K 0.02% -662 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,028 $541K 0.01% 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 4,014 $540K 0.22% 0 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 4,005 $538K 0.31% -16 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 4,000 $538K 0.35% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,000 $538K 0.03% +12 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,995 $537K 0.15% +4 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,995 $537K 0.01% +56 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,948 $531K 0.06% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,940 $530K 0.02% +5 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,927 $528K 0.22% -1,698 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,922 $527K 0.06% -525 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3,917 $527K 0.08% -145 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,906 $525K 0.21% -6 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,888 $523K 0.1% -5,602 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,887 $522K 0.06% -88 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,878 $521K 0.1% +170 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 3,854 $518K 0.03% +320 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 3,826 $514K 0.16% new 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,825 $514K 0.2% -295 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 3,814 $513K 0.09% -18 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 3,800 $511K 0.41% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,775 $507K 0.11% -11 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,752 $504K 0.03% -688 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 3,743 $503K 0.09% -6,044 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,735 $502K 0.01% -865 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 3,718 $500K 0.04% +600 13F-HR Timeline Oppenheimer & Close, LLC More: the full row for Oppenheimer & Close, LLC 3,712 $499K 0.38% +250 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 3,712 $499K 0.32% -68 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,709 $499K 0.01% -766 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,706 $498K 0.08% +239 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 3,705 $498K 0.14% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,701 $497K 0.02% new 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 3,700 $497K 0.05% -800 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 3,695 $497K 0.02% +745 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 3,433 $496K 0.07% +28 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,688 $496K 0.01% +190 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,680 $495K 0.07% -646 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 3,692 $494K 0.04% +325 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,669 $492K 0.01% +47 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,628 $488K <0.01% +1,364 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,603 $484K 0.06% -237 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 3,580 $481K 0.15% +8 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 3,575 $481K 0.44% -981 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,562 $479K 0.07% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,308 $479K 0.02% +197 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 3,560 $479K 0.01% -5,850 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 3,527 $474K 0.41% +353 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 3,511 $472K <0.01% +791 13F-HR Timeline Group Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 3,485 $468K 0.37% 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,479 $468K 0.1% +25 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,477 $467K 0.14% +303 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,473 $467K 0.06% +1,441 13F-HR Timeline TOWLE & CO More: the full row for TOWLE & CO 3,466 $466K 0.11% new 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,450 $464K 0.29% +50 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 3,449 $464K 0.01% new 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,449 $464K 0.05% +787 13F-HR Timeline Lingohr Asset Management GmbH More: the full row for Lingohr Asset Management GmbH 3,434 $462K 0.84% -19,000 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,433 $461K 0.04% +6 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,410 $458K 0.01% +612 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,408 $458K 0.07% +86 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,400 $457K 0.04% +1,124 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 3,397 $457K 0.01% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,397 $457K 0.03% new 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 3,393 $456K 0.51% -4,877 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,378 $454K 0.02% -291 13F-HR/A Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 3,375 $454K 0.48% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,346 $450K 0.07% -45 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,346 $450K 0.18% 0 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 3,330 $448K 0.34% +68 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,323 $447K 0.04% -705 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,316 $446K 0.04% -220 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,312 $445K 0.03% -506 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,304 $444K 0.02% +663 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 3,300 $444K 0.06% -6,600 13F-HR Timeline WILSEY ASSET MANAGEMENT INC More: the full row for WILSEY ASSET MANAGEMENT INC 3,296 $443K 0.08% -1,774 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,255 $438K 0.01% -662 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,244 $436K 0.03% -100 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 3,234 $435K 0.07% new 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,220 $433K 0.1% +33 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 3,216 $432K 0.08% -1,058 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,180 $427K 0.01% +570 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 3,178 $427K <0.01% +445 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,178 $427K 0.02% +1,564 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,172 $426K 0.13% -302 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,138 $422K 0.18% -1,099 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 3,134 $421K 0.08% -207 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,111 $418K 0.19% +13 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 3,105 $417K 0.4% -573 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,099 $417K 0.03% -98 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,077 $413K 0.07% -97 13F-HR Timeline Group Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 3,078 $411K 0.28% 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,054 $411K 0.11% -684 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,048 $410K 0.08% +8 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 3,034 $408K 0.11% -644 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,034 $408K 0.01% +1 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 3,013 $405K 0.14% +13 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 3,004 $404K 0.21% 0 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 3,004 $404K 0.17% -81 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,000 $403K 0.02% 0 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 3,000 $403K 0.32% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,981 $401K 0.22% new 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,947 $396K 0.01% 0 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 2,941 $395K 0.1% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,938 $395K <0.01% -5,359 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,855 $394K 0.03% -461 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,930 $394K 0.29% 0 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,922 $393K 0.29% +61 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,909 $391K 0.01% -694 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,876 $387K 0.05% -21 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,860 $385K 0.03% +397 13F-HR Timeline Group LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,842 $382K <0.01% -208 13F-HR Timeline Group Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 2,838 $381K 0.09% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,822 $380K 0.01% -16 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,821 $379K 0.01% -181 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,812 $378K <0.01% -20 13F-HR Timeline Group ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,800 $376K 0.04% -100 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,782 $374K 0.13% -72 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,768 $372K 0.02% +185 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,743 $369K 0.05% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,735 $368K 0.09% +1,800 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 2,735 $368K 0.38% -727 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,706 $364K 0.05% -73 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,700 $363K 0.11% 0 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 2,692 $362K 0.25% 0 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,685 $361K 0.25% -80 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 2,680 $360K 0.13% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,674 $359K 0.06% -414 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,665 $358K 0.17% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,660 $358K 0.12% +343 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,657 $357K 0.1% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,303 $357K 0.05% -181 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,645 $355K 0.03% -87 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,635 $354K <0.01% -590 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,635 $354K 0.05% -25 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,630 $354K 0.02% -81 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 2,630 $354K 0.21% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,618 $352K 0.01% -6,665 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,612 $351K 0.02% +1,005 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,600 $349K 0.02% -1,164 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 2,590 $348K 0.07% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 2,580 $347K 0.02% +520 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,579 $347K 0.03% -162 13F-HR/A Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 2,574 $346K 0.15% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,566 $345K 0.01% +1 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,565 $345K 0.04% -122 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 2,559 $344K 0.28% -106 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,542 $342K 0.05% 0 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 2,540 $341K 0.29% new 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 2,533 $340K 0.06% new 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 2,368 $340K 0.13% new 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 2,525 $339K 0.04% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,524 $339K 0.03% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,521 $339K 0.02% +82 13F-HR Timeline Group Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 2,500 $336K 0.1% 0 13F-HR Timeline Group Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,156 $334K 0.14% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 2,481 $333K 0.06% 0 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 2,474 $333K 0.08% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 2,471 $332K 0.01% -4,018 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,470 $332K 0.02% -73 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,462 $331K 0.03% -7,877 13F-HR/A Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,456 $330K 0.01% -1,042 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,435 $327K 0.01% +143 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,424 $326K 0.02% -7 13F-HR Timeline ALETHEA CAPITAL MANAGEMENT, LLC More: the full row for ALETHEA CAPITAL MANAGEMENT, LLC 2,392 $322K 0.24% new 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 2,386 $321K <0.01% -27 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,388 $321K 0.02% +317 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,384 $320K 0.08% +11 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,382 $320K <0.01% +143 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 2,424 $320K 0.13% 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,420 $320K 0.05% 0 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 2,360 $317K 0.24% +7 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 2,347 $316K 0.1% -94 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,350 $316K 0.09% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,349 $316K 0.06% -57 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,348 $316K <0.01% +858 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,340 $315K <0.01% +92 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,340 $315K 0.03% +2 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,335 $314K 0.04% +711 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,334 $314K 0.01% 0 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,333 $314K 0.19% +325 13F-HR Timeline