Roundview Capital LLC More: the full row for Roundview Capital LLC 1,979 $397K 0.03% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,936 $388K 0.01% -143 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,928 $387K 0.06% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,914 $384K 0.09% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,896 $380K 0.03% +5 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,890 $379K 0.12% +616 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,880 $377K 0.01% +207 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,847 $370K 0.02% -6 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,825 $366K 0.02% -236 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 1,806 $362K 0.08% 0 13F-HR Timeline EHP Funds Inc. More: the full row for EHP Funds Inc. 1,800 $361K 0.47% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,794 $360K <0.01% -5,419 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,792 $359K 0.05% -101 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,762 $353K 0.01% -133 13F-HR/A Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,744 $350K -6 Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,727 $346K 0.02% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3,353 $343K 0.05% +3,333 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,695 $340K -142 Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,695 $340K 0.04% +20 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,692 $339K <0.01% -631 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,692 $339K 0.05% 0 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,674 $335K <0.01% -5 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,668 $334K 0.02% +82 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,659 $332K 0.01% +444 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,658 $332K 0.01% +7 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,657 $332K 0.01% -59 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,652 $331K 0.01% -139 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 1,650 $331K 0.25% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,632 $327K 0.17% +418 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,621 $325K 0.01% -234 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,619 $325K 0.04% -4 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,607 $322K 0.01% +184 13F-HR Timeline Group BAXTER BROS INC More: the full row for BAXTER BROS INC 1,602 $321K 0.04% -100 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,586 $318K 0.02% +330 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,564 $314K 0.01% +86 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 1,558 $312K 0.02% new 13F-HR Timeline Group Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 1,556 $312K 0.03% +195 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,554 $312K <0.01% +548 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,550 $311K 0.03% -50 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,539 $309K 0.5% new 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 1,538 $308K -243 Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,538 $308K 0.02% -3 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,536 $308K 0.01% -1,000 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,532 $307K 0.01% +308 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 1,523 $305K 0.13% +191 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,518 $304K 0.12% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,514 $304K 0.02% -23 13F-HR/A Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 1,511 $303K 0.01% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,505 $302K 0.04% -373 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,503 $301K 0.01% +270 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,500 $301K 0.04% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,497 $300K 0.04% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,428 $286K <0.01% -170 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 1,469 $285K 0.42% +2 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,421 $285K 0.08% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,417 $284K <0.01% +1 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 1,391 $279K -10,915 Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,367 $274K 0.05% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,363 $273K <0.01% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,360 $273K 0.01% -6,156 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,357 $272K 0.15% -10 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,321 $265K 0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,311 $263K 0.03% -15 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,308 $262K <0.01% +140 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,295 $260K 0.1% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,293 $259K 0.01% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,293 $259K <0.01% +334 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,267 $254K 0.01% -3,145 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,263 $253K 0.1% +218 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,247 $250K 0.04% +547 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,265 $249K 0.01% -22 13F-HR/A Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,241 $249K 0.01% -47 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,225 $246K 0.16% +30 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 1,225 $246K 0.04% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,214 $243K 0.01% -35 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 1,208 $242K 0.01% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,205 $242K 0.04% -466 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,182 $237K 0.08% -1,620 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,180 $237K 0.01% +37 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,179 $236K 0.05% +4 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,178 $236K 0.03% +33 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,173 $235K 0.01% +23 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,173 $235K 0.03% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,170 $235K 0.01% +908 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,166 $234K 0.04% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,161 $233K 0.04% +1 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,157 $232K 0.01% -29 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,157 $232K <0.01% -68 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 1,151 $231K <0.01% +64 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 1,166 $230K <0.01% new 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,149 $230K 0.09% +19 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,138 $227K 0.02% -329 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,131 $227K 0.01% -53 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,130 $227K <0.01% -1,623 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,129 $226K <0.01% new 13F-HR/A Timeline Group MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 1,125 $226K 0.01% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,120 $225K <0.01% +114 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,119 $224K 0.01% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,108 $222K 0.01% -209 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,106 $222K 0.19% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,100 $221K 0.03% 0 13F-HR/A Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 1,101 $221K 0.01% -295 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,095 $220K 0.07% +2 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,079 $217K 0.1% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,078 $216K 0.01% -38 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,073 $215K 0.06% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,071 $215K 0.01% -11,714 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 1,068 $214K 0.05% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,076 $213K 0.02% +4 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 1,059 $212K 0.11% +1,057 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 1,057 $212K <0.01% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,056 $212K 0.02% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,009 $211K 0.02% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,051 $211K <0.01% -25 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 853 $211K <0.01% -208 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,049 $210K 0.02% +21 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,047 $210K 0.03% -88 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,033 $207K 0.01% -41 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,031 $207K <0.01% -12 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,029 $206K 0.01% new 13F-HR Timeline Group OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 1,029 $206K 0.17% -39 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,027 $206K 0.03% -33 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 989 $205K 0.03% -18 13F-HR/A Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,023 $205K 0.05% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,023 $205K 0.05% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,021 $205K 0.01% -623 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,017 $204K 0.03% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,016 $204K 0.03% -131 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,012 $203K <0.01% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,002 $201K 0.01% new 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1,000 $200K 0.01% 0 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 1,000 $200K 0.01% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,000 $200K 0.01% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 1,000 $200K 0.06% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 960 $192K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 943 $189K <0.01% +10 13F-HR Timeline Group Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 935 $187K 0.01% -21,168 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 927 $186K 0.02% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 895 $176K <0.01% +880 13F-HR Timeline Group Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 892 $175K <0.01% -42,904 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 865 $173K <0.01% +50 13F-HR Timeline Group Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 859 $172K 0.03% -2,387 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 815 $163K 0.01% +476 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 814 $163K <0.01% -468 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 811 $163K -22,734 Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 806 $162K 0.01% -723 13F-HR/A Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 787 $158K 0.01% -10 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 780 $156K 0.03% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 771 $155K 0.03% +259 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 747 $150K 0.02% -1 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 708 $142K <0.01% -63 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 697 $140K 0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 697 $140K 0.09% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 690 $138K <0.01% -1 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 686 $138K 0.02% -581 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 657 $132K <0.01% -71 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 574 $115K 0.06% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 625 $107K <0.01% +57 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 527 $106K 0.05% +327 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 525 $105K 0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 498 $99.8K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 494 $99K <0.01% +37 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 470 $94.2K 0.02% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 434 $87K <0.01% -9,519 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 431 $86.4K 0.02% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 428 $85.8K 0.03% -198 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 426 $85.4K 0.01% -54 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 413 $82.8K <0.01% +282 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 410 $82.2K 0.05% +19 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 404 $81K 0.02% +22 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 403 $80.8K <0.01% -51 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 396 $79K 0.05% -120 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 391 $78.4K 0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 386 $77.4K <0.01% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 377 $75.7K <0.01% +72 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 374 $75K <0.01% +89 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 364 $73K <0.01% -186 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 364 $73K <0.01% +6 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 362 $72.6K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 354 $71K <0.01% +26 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 349 $70K <0.01% -255 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 347 $69.6K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 319 $64K <0.01% +10 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 307 $61.5K <0.01% new 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 295 $59.1K 0.02% +180 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 272 $54.6K <0.01% -67 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 254 $50.9K 0.03% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 250 $50.1K 0.02% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 240 $48.1K 0.01% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 239 $47.9K 0.1% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 239 $47.9K 0.13% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 236 $47.3K 0.02% -3 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 235 $47.1K 0.01% new 13F-HR Timeline 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 220 $44.1K <0.01% +13 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 218 $43.7K <0.01% new 13F-HR Timeline DKRT Investments Corp. More: the full row for DKRT Investments Corp. 214 $42.9K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 194 $38.9K 0.02% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 190 $38.1K 0.03% +189 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 184 $36.9K <0.01% +21 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 177 $35.6K <0.01% +3 13F-HR Timeline