Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 6,306 $1.41M 1.25% +1,001 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,301 $1.4M 0.09% -50 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 6,291 $1.4M 0.01% +217 13F-HR Timeline Group MWA Asset Management More: the full row for MWA Asset Management 6,285 $1.4M 0.63% +882 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,279 $1.4M 0.04% +171 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 6,275 $1.4M 0.11% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,273 $1.4M 0.01% -223 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 6,271 $1.4M 0.23% -27 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,265 $1.4M 0.05% +439 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,244 $1.39M 0.07% +55 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 6,229 $1.39M 1.32% +19 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 5,770 $1.38M 0.46% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 6,188 $1.38M 0.02% -100 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 6,184 $1.38M 0.34% +694 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 6,180 $1.38M 0.45% -4,385 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 6,177 $1.38M 0.52% +454 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 6,081 $1.36M 1.39% +75 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,049 $1.35M 0.06% +60 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 6,047 $1.35M 0.01% -28 13F-HR Timeline Group ARWA LLC More: the full row for ARWA LLC 5,557 $1.35M 0.56% -1,099 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 6,023 $1.34M 0.34% -51 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 6,016 $1.34M 0.4% +66 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 5,990 $1.34M 0.67% -228 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 5,969 $1.33M 0.05% -135 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,955 $1.33M 0.02% +2,088 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 5,955 $1.33M 1.09% -1,611 13F-HR Timeline January Capital Advisors LLC More: the full row for January Capital Advisors LLC 5,946 $1.33M 1.11% +14 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 5,943 $1.32M 0.4% +560 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 5,942 $1.32M 0.08% -7,817 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 5,927 $1.32M 0.64% +73 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 5,900 $1.32M 0.16% -135 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 5,891 $1.31M 0.36% -17 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,883 $1.31M 0.03% -72 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 5,846 $1.31M 0.07% +1,226 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 5,877 $1.31M 0.02% -163 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,865 $1.31M 0.13% +82 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 5,860 $1.31M 0.67% -6,425 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,859 $1.31M 0.02% -17,083 13F-HR Timeline Group Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 5,851 $1.3M 0.35% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 5,837 $1.3M 0.43% -1,370 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 5,833 $1.3M 0.02% +382 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 5,819 $1.3M 0.04% +101 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 5,818 $1.3M 0.47% -343 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,815 $1.3M 0.08% -333 13F-HR Timeline Rithm Capital Corp. More: the full row for Rithm Capital Corp. 5,800 $1.29M 1.59% 0 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 5,797 $1.29M 0.92% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,776 $1.29M 0.08% +51 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 5,750 $1.28M 0.14% new 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 5,745 $1.28M 0.85% -231 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,738 $1.28M 0.06% -178 13F-HR Timeline Group Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 5,723 $1.28M 0.46% +442 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 5,715 $1.27M 0.11% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,711 $1.27M 0.04% +319 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,711 $1.27M 0.03% +130 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,699 $1.27M 0.05% -25 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 5,693 $1.27M 0.36% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,690 $1.27M 0.04% +12 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 5,672 $1.26M 0.01% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,669 $1.26M 0.06% -480 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 5,663 $1.26M 0.23% -5 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 5,655 $1.26M 0.67% -83 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 5,640 $1.26M 0.09% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,620 $1.25M 0.11% new 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 5,618 $1.25M 0.14% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 5,488 $1.24M 0.05% +141 13F-HR Timeline Group Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 5,538 $1.23M 0.5% -99 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,521 $1.23M 0.03% -19 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 5,504 $1.23M 1.07% 0 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 5,507 $1.23M 0.09% +2 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 5,480 $1.22M 0.24% -15 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 5,457 $1.22M 0.98% +502 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,445 $1.21M 0.01% -757 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 5,415 $1.21M 0.22% -26 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,394 $1.2M 0.03% +22 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 5,392 $1.2M 0.3% -141 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 5,381 $1.2M 0.23% -136 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 5,364 $1.2M 0.15% -16 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,357 $1.19M 0.07% -2,778 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 5,341 $1.19M 0.11% +128 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,304 $1.19M 0.02% -3 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 5,329 $1.19M 0.8% -91 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 5,327 $1.19M 0.17% 0 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 5,308 $1.18M 0.68% -180 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,304 $1.18M 0.06% +37 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,303 $1.18M 0.07% -879 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 5,302 $1.18M 0.01% +18 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 5,292 $1.18M 0.1% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,266 $1.17M 0.08% -50 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,260 $1.17M 0.02% +1,067 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 5,259 $1.17M 0.63% +124 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 5,231 $1.17M 0.25% +58 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 5,256 $1.17M 0.01% -256 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 5,245 $1.17M 0.11% -4,085 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 4,883 $1.17M 0.13% -3 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,221 $1.16M 0.08% +10 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 5,218 $1.16M 0.45% +66 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 5,208 $1.16M 0.25% -14 13F-HR Timeline HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 5,200 $1.16M 1.13% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 5,168 $1.15M 0.13% -35 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,162 $1.15M 0.03% +367 13F-HR Timeline Group Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 5,162 $1.15M 0.29% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 5,158 $1.15M 0.26% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,135 $1.14M 0.45% -25 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 5,126 $1.14M 0.28% +223 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 5,121 $1.14M 0.7% -6 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,800 $1.14M 0.02% +14 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 5,105 $1.14M 0.18% +1,047 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 5,101 $1.14M 0.25% 0 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 5,109 $1.14M 0.08% +1,526 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 5,065 $1.13M 0.01% -13 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,064 $1.13M 0.06% +233 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 5,045 $1.12M 0.38% +139 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,043 $1.12M 0.05% -305 13F-HR Timeline Group Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 5,013 $1.12M 0.76% 0 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 5,004 $1.11M 0.77% -1,699 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 5,000 $1.11M 0.38% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 4,987 $1.11M 0.22% -19 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 4,980 $1.11M 0.1% -1,242 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 4,979 $1.11M 0.01% 0 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 4,973 $1.11M 0.58% -330 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,947 $1.1M 0.31% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 7,531 $1.1M 0.12% new 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 4,932 $1.1M 0.32% +171 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,911 $1.09M 0.09% -27 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,886 $1.09M 0.07% +373 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 4,864 $1.08M 0.03% +253 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 24,432 $1.08M 0.25% +21,324 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 4,825 $1.07M 0.16% +62 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 4,802 $1.07M 0.33% -105 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 4,793 $1.07M 0.95% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,791 $1.07M 0.03% +449 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 4,756 $1.06M 0.37% -475 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,741 $1.06M 0.04% -1,361 13F-HR Timeline Group NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 4,690 $1.06M 0.03% -396 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,739 $1.06M 0.01% +590 13F-HR Timeline Group GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 4,731 $1.06M 0.01% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 4,726 $1.05M 0.05% +116 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 4,717 $1.05M 0.25% -140 13F-HR Timeline OSSIAM More: the full row for OSSIAM 4,705 $1.05M 0.01% -470 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 4,686 $1.04M 0.21% +1,849 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 4,678 $1.04M 0.23% -175 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,665 $1.04M 0.04% +505 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 4,662 $1.04M 0.42% +316 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 4,657 $1.04M 0.55% -210 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,625 $1.03M 0.28% -965 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,613 $1.03M 0.02% -385 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,573 $1.02M 0.08% -9 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 4,558 $1.02M 0.02% -6,047 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,556 $1.02M 0.01% -949 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,552 $1.01M 0.03% -412 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 4,500 $1M 0.09% new 13F-HR Timeline NBH Bank More: the full row for NBH Bank 4,467 $996K 0.42% 13F-HR Timeline DNCA FINANCE More: the full row for DNCA FINANCE 4,460 $994K 0.05% -260 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 4,455 $993K 0.16% -629 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4,452 $992K 0.06% -88 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,442 $990K 0.15% +61 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 4,432 $988K 0.01% +1,778 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,417 $984K 0.13% +6 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 4,394 $979K 0.18% +125 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,384 $977K 0.06% -122 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,374 $975K 0.01% -142 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,369 $974K 0.03% +133 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 4,316 $962K 0.01% 0 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,310 $961K 0.05% -1,319 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 4,302 $959K 0.77% +17 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 4,294 $957K 0.32% -14 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 4,288 $956K 0.19% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,285 $955K 0.06% +199 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,272 $952K 0.07% -193 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 4,272 $952K 0.05% -270 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,228 $951K 0.21% +216 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 4,260 $949K 0.08% 0 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 4,246 $946K 0.29% +254 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,228 $942K 0.05% +468 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 4,181 $932K 0.43% -1,871 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 4,168 $929K 0.23% -731 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 4,158 $927K 0.01% +130 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,152 $925K 0.03% +1,217 13F-HR Timeline Michael Brady & Co., LLC More: the full row for Michael Brady & Co., LLC 4,148 $925K 0.82% -285 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 4,142 $923K 0.44% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,132 $921K 0.02% -60 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 4,131 $921K 0.42% -8 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 3,988 $919K 0.14% +1,692 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,119 $918K 0.03% +693 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 4,052 $908K 0.16% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 4,070 $907K 0.17% -47 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,066 $906K 0.05% new 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 4,054 $904K 0.03% -52 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 4,050 $903K 0.03% new 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 4,040 $900K 1.25% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 4,024 $897K 0.06% -311 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 4,016 $895K 0.15% +2,525 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,002 $892K 0.06% -1 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 4,000 $892K 0.12% new 13F-HR Timeline Group NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 4,000 $892K 0.03% +250 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,979 $887K 0.33% +15 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,974 $886K 0.02% +1,430 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,973 $885K 0.41% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,970 $885K 0.05% -269 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,967 $884K 0.19% +3,773 13F-HR/A Timeline