Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,633 $375K 0.11% -600 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,593 $372K 0.02% +7 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 1,490 $369K 0.32% -437 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,603 $368K 0.01% +605 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 1,600 $367K 0.05% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,597 $367K 0.01% +9 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 1,560 $358K 0.09% -106 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,556 $357K 0.04% +348 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,547 $355K 0.05% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,538 $353K 0.11% -24 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,527 $351K 0.43% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,518 $348K 0.01% -363 13F-HR Timeline WEST PACES ADVISORS INC. 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More: the full row for Carlson Capital, L.P. 1,500 $344K 0.07% -100 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,500 $344K 0.02% -204 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,498 $344K 0.01% -848 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,495 $343K 0.02% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,496 $342K <0.01% +48 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,481 $340K 0.05% -70 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,352 $338K 0.01% -104 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,468 $337K 0.03% -120 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,467 $337K 0.02% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,465 $336K 0.01% -685 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,458 $335K <0.01% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,455 $334K 0.03% +76 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,444 $331K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,440 $331K 0.01% -1,700 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,439 $330K 0.05% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,437 $330K 0.01% -70 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,432 $329K 0.01% new 13F-HR Timeline Tudor Financial Inc. 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More: the full row for MASTER'S WEALTH MANAGEMENT INC. 1,257 $289K 0.09% -739 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,254 $288K 0.02% -277 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,251 $287K 0.02% -142 13F-HR Timeline Group Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,250 $287K 0.01% -1 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,250 $287K 0.02% -1,235 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 1,241 $285K 0.27% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,113 $282K 0.13% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,229 $282K 0.03% -202 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,225 $281K 0.02% 0 13F-HR Timeline Center for Financial Planning, Inc. 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More: the full row for E Fund Management Co., Ltd. 1,127 $259K 0.01% +135 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,119 $257K 0.01% -14 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,117 $256K 0.02% 0 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 1,113 $256K 0.01% new 13F-HR Timeline TCV Trust & Wealth Management, Inc. 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Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 1,146 $248K <0.01% 0 13F-HR Timeline Group Corundum Group, Inc. More: the full row for Corundum Group, Inc. 1,079 $248K 0.07% -26 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,079 $248K 0.01% +674 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,076 $247K 0.01% -56 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,075 $247K <0.01% -395 13F-HR Timeline Koshinski Asset Management, Inc. 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More: the full row for Stronghold Wealth Management L.L.C. 993 $228K 0.31% +15 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 897 $228K 0.01% -74 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 991 $228K 0.02% 0 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 984 $226K <0.01% -1,190 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 982 $225K 0.03% -40 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 981 $225K <0.01% -3 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 981 $225K <0.01% -547 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 989 $225K 0.01% -351 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 978 $225K 0.05% 0 13F-HR Timeline Group CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 975 $224K 0.02% 0 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 975 $224K 0.2% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 901 $223K 0.01% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 970 $223K 0.01% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 970 $223K 0.03% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 968 $222K <0.01% +127 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 967 $222K 0.01% -169 13F-HR Timeline Group Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 960 $220K 0.11% new 13F-HR Timeline Positano Wealth Management Ltd More: the full row for Positano Wealth Management Ltd 957 $220K 0.12% +893 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 953 $219K 0.01% -6 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 942 $216K 0.29% -72 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 940 $216K 0.01% new 13F-HR Timeline Group MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 935 $215K 0.03% -2,147 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 931 $214K 0.01% -49 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 930 $213K <0.01% -7,040 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 928 $213K 0.11% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 927 $213K 0.01% -152 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 923 $212K 0.01% -374 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 917 $211K 0.04% new 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 915 $210K 0.01% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 912 $209K 0.07% -64 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 908 $208K 0.05% new 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 903 $207K 0.07% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 901 $207K 0.13% -309 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 900 $207K <0.01% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 900 $207K 0.02% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 896 $206K <0.01% -55 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 894 $205K <0.01% -49 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 890 $204K 0.01% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 941 $204K 0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 873 $200K 0.02% -173 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 872 $200K 0.02% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 811 $186K 0.01% +38 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 801 $184K 0.01% +144 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 794 $182K 0.02% +705 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 750 $172K 0.11% -58 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 722 $164K <0.01% -391 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 709 $163K 0.03% -301 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 700 $161K 0.09% 0 13F-HR Timeline