One Wealth Map LLC More: the full row for One Wealth Map LLC 1,602 $457K 0.28% -26 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,542 $456K 0.02% -30 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,539 $455K 0.3% +4 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,537 $454K 0.16% -30 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,525 $451K 0.02% -781 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,517 $449K <0.01% 0 13F-HR/A Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,512 $447K 0.2% +35 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 1,506 $445K 0.14% 0 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,507 $445K 0.03% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,500 $443K 0.12% new 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1,500 $443K 0.02% new 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,500 $443K 0.12% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,495 $442K 0.25% 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,490 $440K 0.07% -38 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,485 $439K 0.09% +237 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,474 $436K 0.01% +173 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,465 $433K 0.09% -5,624 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,459 $431K 0.13% -6 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 1,450 $429K 0.35% -2,141 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,447 $428K 0.04% +39 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,445 $427K 0.02% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,439 $425K 0.04% -340 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 1,435 $424K 0.2% +46 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,430 $423K 0.09% +21 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,429 $422K 0.36% 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,428 $422K <0.01% -25 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 1,424 $421K 0.04% -207 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,423 $421K 0.04% -40 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 1,420 $420K 0.05% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,420 $420K 0.16% -45 13F-HR Timeline Group CenterBook Partners LP More: the full row for CenterBook Partners LP 1,404 $415K 0.02% new 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 1,400 $414K 0.22% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,400 $414K 0.32% 0 13F-HR/A Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,393 $412K 0.06% -12 13F-HR Timeline Impact Asset Management GmbH More: the full row for Impact Asset Management GmbH 1,393 $412K 0.16% 0 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 1,378 $407K 0.41% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,374 $406K 0.02% -175 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,366 $404K 0.01% -281 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 1,361 $402K 0.01% -7 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 1,360 $402K <0.01% -25 13F-HR Timeline Group ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 1,352 $400K 0.14% -1,488 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,335 $395K 0.01% +4 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,331 $393K 0.04% -87 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,331 $393K 0.11% +428 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,324 $391K 0.03% +77 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,300 $384K 0.33% new 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 1,300 $384K 0.23% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,284 $380K 0.2% +16 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,281 $379K 0.01% -344 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,281 $379K 0.01% +59 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,280 $378K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,271 $376K 0.03% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,250 $369K 0.08% 0 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,249 $369K 0.01% +226 13F-HR Timeline Group GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,245 $368K 0.03% -14 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 1,244 $368K 0.36% 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,243 $367K 0.06% +19 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,240 $367K 0.02% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,239 $366K 0.03% 0 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,222 $361K 0.14% -645 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 1,205 $356K 0.1% new 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,200 $355K 0.11% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,191 $352K 0.16% +161 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,188 $351K 0.03% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,187 $351K 0.04% +59 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 1,185 $350K 0.15% -129 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,183 $350K 0.01% +112 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,180 $349K 0.01% -528 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,178 $348K 0.07% +20 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,171 $346K 0.04% -66 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,170 $346K 0.14% +100 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,162 $343K 0.01% +147 13F-HR/A Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,157 $342K 0.01% +63 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,168 $339K 0.01% -109 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 1,144 $338K 0.06% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,143 $338K 0.05% -374 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,123 $332K 0.01% 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,115 $330K 0.05% +67 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,114 $329K 0.02% 0 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 1,110 $328K 0.34% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,101 $325K 0.04% +102 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,100 $325K 0.05% -322 13F-HR/A Timeline Trust Co of the South More: the full row for Trust Co of the South 1,092 $323K 0.07% new 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 1,090 $322K 0.1% 0 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 1,085 $321K 0.16% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,081 $320K <0.01% +39 13F-HR Timeline Group Manuka Financial, LLC More: the full row for Manuka Financial, LLC 1,077 $318K 0.21% 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,071 $317K 0.07% +30 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,069 $316K 0.02% +14 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 1,054 $312K 0.04% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,054 $312K 0.16% -36 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,050 $310K 0.01% -7 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,044 $309K 0.05% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,043 $308K <0.01% -22 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,042 $308K 0.03% +96 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,035 $306K 0.02% +79 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,026 $303K 0.12% -24 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,025 $303K 0.02% -4 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,024 $303K 0.45% 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,020 $301K 0.04% +22 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,016 $301K 0.01% +24 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 1,017 $301K 0.13% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,009 $298K <0.01% +277 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,008 $297K 0.03% -102 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 1,000 $296K 0.01% 0 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 1,000 $296K 0.14% 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 995 $294K 0.07% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 977 $291K 0.03% -10 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 982 $290K 0.03% +32 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 977 $289K 0.12% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 977 $289K 0.03% -14 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 970 $287K 0.03% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 970 $287K 0.09% -180 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 968 $286K 0.24% 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 966 $286K 0.14% +15 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 962 $284K 0.02% new 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 961 $284K 0.28% 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 960 $284K 0.02% -1 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 958 $283K 0.01% +87 13F-HR/A Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 958 $283K 0.08% new 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 948 $280K 0.13% +94 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 945 $279K 0.09% -90 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 943 $279K <0.01% 0 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 943 $277K 0.12% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 937 $277K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 918 $277K <0.01% +86 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 936 $277K 0.14% +196 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 934 $276K 0.13% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 932 $275K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 929 $274K <0.01% -1,505 13F-HR/A Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 926 $274K <0.01% new 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 920 $272K 0.03% +555 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 919 $272K 0.12% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 910 $269K 0.13% 0 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 906 $268K 0.24% 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 898 $265K <0.01% +157 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 893 $264K 0.13% 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 891 $263K 0.22% -183 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 888 $262K 0.02% 0 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 886 $262K 0.28% 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 870 $257K 0.03% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 865 $256K 0.02% -238 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 858 $254K <0.01% -222 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 855 $253K 0.01% +29 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 852 $252K 0.03% -468 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 850 $251K 0.07% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 849 $251K <0.01% -2 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 847 $250K 0.02% 0 13F-HR Timeline Group Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 846 $250K 0.05% -56 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 835 $247K 0.01% +37 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 835 $247K 0.13% +614 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 828 $245K 0.07% +10 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 827 $244K 0.05% +61 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 826 $244K 0.06% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 813 $240K 0.01% +21 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 812 $240K 0.01% new 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 813 $240K 0.02% +1 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 809 $239K 0.01% -28 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 805 $238K 0.01% +46 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 804 $238K 0.02% -32 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 801 $237K 0.11% -130 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 800 $236K 0.02% 0 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 800 $236K <0.01% 0 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 800 $236K 0.2% 0 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 800 $236K 0.14% new 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 799 $236K 0.12% -36 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 795 $235K 0.01% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 795 $235K 0.08% 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 795 $235K 0.08% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 794 $235K 0.02% +30 13F-HR/A Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 790 $234K 0.03% +46 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 787 $233K 0.11% -159 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 786 $232K 0.05% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 782 $231K 0.01% -72 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 781 $231K 0.09% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 777 $230K 0.03% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 777 $230K 0.01% -21 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 776 $229K 0.01% -17 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 775 $229K 0.21% 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 500 $228K 0.04% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 770 $228K 0.04% -80 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 763 $226K 0.02% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 759 $224K 0.05% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 752 $222K 0.01% -738 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 750 $222K 0.01% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 750 $222K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 749 $221K 0.03% +45 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 744 $220K 0.05% -20 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 743 $220K 0.05% new 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 743 $220K 0.16% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 742 $219K 0.01% +6 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 742 $219K 0.08% 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 739 $218K 0.01% -11,560 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 736 $218K 0.16% -12 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 735 $217K 0.01% new 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 732 $216K 0.04% -87 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 732 $216K 0.11% -36 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 729 $215K 0.02% +12 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 720 $213K 0.08% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 717 $212K 0.14% -201 13F-HR Timeline