BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 15,262 $2M <0.01% +5,973 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 15,097 $2M 0.08% +1,553 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 15,165 $1.99M 1.38% +66 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 15,162 $1.99M 0.69% +3,547 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 15,128 $1.98M 0.29% +8,011 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 15,096 $1.98M 0.07% -912 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 15,069 $1.97M 0.98% +4,051 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 15,049 $1.97M 0.02% -4,738 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 14,987 $1.96M 0.37% -708 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 14,986 $1.96M 0.22% +1,949 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 14,980 $1.96M 0.06% +464 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 14,923 $1.96M 0.53% +567 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 14,919 $1.95M 0.27% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 14,909 $1.95M 0.02% +246 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 14,934 $1.94M 0.2% -2,142 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 14,818 $1.94M 0.26% 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 14,701 $1.93M 0.88% -970 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 14,649 $1.92M +2,686 Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 14,629 $1.92M 3.62% -50 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 14,609 $1.91M 0.76% -4,664 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 14,491 $1.9M 0.05% +3,980 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 14,424 $1.89M 0.08% -317 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 14,383 $1.88M 0.82% +718 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 14,185 $1.88M 0.93% +45 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 14,317 $1.88M 1.5% +4 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 14,317 $1.88M 0.24% -639 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 14,311 $1.88M 1% -295 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 14,307 $1.87M 1.75% -17 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 14,285 $1.87M 0.56% +292 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 14,281 $1.87M 1.11% +3,538 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 14,145 $1.85M 0.1% +1,963 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 14,050 $1.84M 0.55% -15,418 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 13,959 $1.83M -2,739 Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 13,885 $1.82M 0.14% +3,814 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 13,885 $1.82M 0.37% +6,508 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 13,880 $1.82M 0.11% +617 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 13,917 $1.82M 0.15% +1,255 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 13,811 $1.81M 0.34% -538 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 13,700 $1.8M 0.1% +1,179 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 13,687 $1.79M 0.04% +1,675 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 13,676 $1.79M 0.03% -589 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 13,634 $1.79M 0.11% -704 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 13,630 $1.79M 0.28% +7,880 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 13,567 $1.78M 0.1% 0 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 13,453 $1.76M 0.21% -175 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 13,437 $1.76M 0.36% +1,266 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 13,361 $1.75M 0.76% new 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 13,351 $1.75M 0.38% +5,168 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 13,343 $1.75M 0.49% -1,048 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 13,331 $1.75M 0.3% -6,801 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 13,238 $1.73M 0.06% +42 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 13,219 $1.73M 0.06% -86,672 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 13,196 $1.73M 0.05% -1,912 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 13,175 $1.73M 0.06% -2,637 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 13,122 $1.72M 0.07% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 13,117 $1.72M 0.18% -465 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 13,022 $1.71M +5,044 Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 12,918 $1.69M 0.95% -679 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 12,896 $1.69M 1.12% -2,019 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 12,876 $1.69M 0.08% -2,689 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 12,827 $1.68M 0.26% -3,225 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 12,785 $1.68M 0.61% -95 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 12,753 $1.67M 0.21% -2,726 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 12,716 $1.67M 0.06% +2,048 13F-HR Timeline Group Advisory Resource Group More: the full row for Advisory Resource Group 12,711 $1.67M 0.29% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 12,637 $1.66M 0.06% +3,787 13F-HR Timeline Blue Sparrow, LLC /DE More: the full row for Blue Sparrow, LLC /DE 12,600 $1.65M 0.03% 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 12,529 $1.64M 0.09% +208 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 12,464 $1.63M 0.33% +400 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 12,456 $1.63M 0.38% -4,789 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 12,451 $1.63M 0.03% +7,330 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 12,252 $1.61M 0.92% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 12,223 $1.6M 0.16% +73 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 12,223 $1.6M 0.07% +119 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 12,188 $1.6M 0.08% +7,391 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 12,187 $1.6M 0.35% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 12,158 $1.59M 0.06% +1,391 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 12,097 $1.59M 0.09% -4,979 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 12,074 $1.58M 0.11% -426 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 12,055 $1.58M 0.88% 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 12,033 $1.58M 0.52% -1,753 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 12,016 $1.57M 0.13% -328 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 12,007 $1.57M 0.05% -231 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 11,994 $1.57M 0.29% -737 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 11,965 $1.57M 0.33% +3,205 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 11,930 $1.56M 0.01% +4,473 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 11,284 $1.56M 0.41% -1,900 13F-HR Timeline STEADFAST CAPITAL MANAGEMENT LP More: the full row for STEADFAST CAPITAL MANAGEMENT LP 11,900 $1.56M 0.03% new 13F-HR Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 11,866 $1.55M 0.61% 0 13F-HR/A Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 11,839 $1.55M 0.15% new 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 11,824 $1.55M 0.36% 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 11,820 $1.55M 0.09% -217 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 11,779 $1.54M 0.35% new 13F-HR Timeline Dockside LLC More: the full row for Dockside LLC 11,691 $1.53M 0.39% 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 11,688 $1.53M 1.19% 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 11,507 $1.51M 0.25% +730 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 11,444 $1.5M 0.21% +672 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 11,427 $1.5M 0.1% -426 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 11,400 $1.49M 0.13% +5,006 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 11,297 $1.48M 1.35% new 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 11,251 $1.47M 1.02% -510 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 11,200 $1.47M 0.05% -33 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 11,161 $1.46M 0.09% +2,079 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 11,035 $1.45M 0.4% -15 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,995 $1.44M 0.02% +1,157 13F-HR Timeline Group BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 10,950 $1.43M 0.03% -9,050 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 10,901 $1.43M 0.18% -1,249 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 10,899 $1.43M 0.03% -19,819 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,853 $1.42M 0.03% -3,952 13F-HR/A Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 10,849 $1.42M 0.15% -338 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 10,846 $1.42M 0.29% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 11,526 $1.42M 0.18% -856 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 10,809 $1.42M 0.24% +64 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 10,780 $1.41M 0.5% 0 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 10,749 $1.41M 0.56% -131 13F-HR Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 10,705 $1.4M 1.28% 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 10,704 $1.4M <0.01% -1,397 13F-HR Timeline Group Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $1.4M 0.59% -10,711 13F-HR Timeline Amount filed as zero, left out of ratios. RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 10,537 $1.38M 0.03% +1,307 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 10,530 $1.38M 0.01% +568 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 10,512 $1.38M 0.21% +21 13F-HR/A Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 10,479 $1.37M 0.31% +469 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,474 $1.37M 0.01% -1,499 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,402 $1.36M 0.02% +3,552 13F-HR/A Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 10,399 $1.36M 0.5% +442 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 10,313 $1.35M 0.02% +648 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 10,289 $1.35M 0.36% -1,226 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 10,280 $1.35M 0.15% +4 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 10,265 $1.35M 1.09% 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,208 $1.34M 0.05% -2,917 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 10,171 $1.33M 0.11% -2,063 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 10,100 $1.32M 0.69% -280 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 9,984 $1.32M 0.02% +6,107 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 10,072 $1.32M 0.06% +6,715 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 10,031 $1.31M 0.19% -51 13F-HR Timeline Group Cannell & Spears LLC More: the full row for Cannell & Spears LLC 10,018 $1.31M 0.02% +1 13F-HR Timeline Union Square Park Capital Management, L… More: the full row for Union Square Park Capital Management, LLC 10,000 $1.31M 1.02% -10,000 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 10,000 $1.31M 0.03% +544 13F-HR Timeline American Trust More: the full row for American Trust 9,990 $1.31M 0.11% -3,535 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 9,946 $1.3M 0.03% -6,041 13F-HR/A Timeline ELEMENT CAPITAL MANAGEMENT LLC More: the full row for ELEMENT CAPITAL MANAGEMENT LLC 9,929 $1.3M 0.67% new 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 9,915 $1.3M 1.25% 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 9,812 $1.29M 0.91% 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 9,800 $1.28M 1.03% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 9,749 $1.28M 0.15% +6,933 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 9,741 $1.28M 0.06% +317 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 9,640 $1.26M 0.24% -346 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 9,640 $1.26M 0.2% +9 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 9,639 $1.26M 0.09% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 9,596 $1.26M 0.15% -176 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 9,545 $1.25M 0.03% +2,436 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 9,545 $1.25M 0.43% -51 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 9,542 $1.25M 0.29% 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 9,520 $1.25M 0.02% -122,225 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 9,515 $1.25M 0.24% 0 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 9,513 $1.25M 1.14% -11 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 9,513 $1.25M 1.58% -308 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 9,494 $1.24M 0.4% +1,805 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 9,443 $1.24M 0.24% +350 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 9,393 $1.23M 0.38% +426 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 9,319 $1.22M 0.02% +285 13F-HR Timeline Group Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 9,251 $1.21M 0.82% 13F-HR Timeline Essex LLC More: the full row for Essex LLC 9,235 $1.21M 0.21% -2,129 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 9,226 $1.21M 0.51% -2,860 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 9,214 $1.21M 0.05% +354 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 9,185 $1.2M 0.04% +6,690 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 9,038 $1.18M 0.15% -30 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 8,969 $1.18M 0.06% +42 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 8,962 $1.17M 0.46% +98 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 8,953 $1.17M 0.16% -598 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 8,943 $1.17M 0.11% +146 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 8,912 $1.17M 0.67% +790 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 8,899 $1.17M 0.04% new 13F-HR Timeline Group Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 8,863 $1.16M 0.11% -177 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 8,849 $1.16M 0.02% -2 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 8,832 $1.16M 1.04% 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. 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