Wedmont Private Capital More: the full row for Wedmont Private Capital 6,321 $796K 0.04% +1,189 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,806 $795K 0.03% +2,209 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 6,145 $795K 0.52% +359 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,770 $790K 0.31% +182 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 5,770 $790K 0.23% -40 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 5,720 $783K 0.02% +533 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 5,711 $782K <0.01% -70,761 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,664 $776K 0.12% -7 13F-HR/A Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI⦠More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,620 $770K 0.01% +816 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 5,593 $766K 0.01% +1,773 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,585 $765K 0.09% -1,109 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,582 $764K 0.01% +1,495 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,285 $760K 0.04% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,540 $759K 0.06% +285 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,513 $755K 0.02% +354 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 5,480 $750K 0.1% +137 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 5,454 $747K 0.09% +962 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 5,447 $746K 0.1% -830 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 5,440 $745K 0.17% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 5,413 $741K 0.03% +1,149 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5,370 $735K 0.24% +2,770 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 5,314 $728K 0.26% -84 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,289 $724K 0.01% -271 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 5,287 $724K 0.06% +2,153 13F-HR/A Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,262 $721K 0.05% -2,739 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,253 $719K 0.04% +2,699 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 5,214 $714K 0.47% -1,390 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,147 $705K 0.06% new 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 5,144 $704K 0.47% -115 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,142 $704K 0.01% -1 13F-HR Timeline Group Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 5,100 $698K 0.36% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,093 $697K 0.13% -73 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 5,055 $692K 0.01% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 5,036 $690K 0.08% +31 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,000 $685K 0.21% -91 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,955 $679K 0.08% +13 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,865 $666K 0.06% +31 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,772 $653K 0.03% -7 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 4,769 $653K 0.16% -104 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,745 $650K 0.12% new 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 4,737 $649K 0.12% -440 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 4,700 $644K 0.02% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International⦠More: the full row for Raiffeisen Bank International AG 4,702 $644K 0.01% +1,998 13F-HR Timeline Group Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 4,650 $637K 0.61% -225 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 4,639 $636K 0.01% +1,537 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,630 $634K 0.06% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 4,617 $632K 0.01% -37 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,586 $628K <0.01% +1,070 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV⦠More: the full row for MOODY NATIONAL BANK TRUST DIVISION 4,565 $625K 0.07% +41 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 4,554 $624K 0.04% +103 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 4,545 $622K 0.03% -55 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 4,503 $617K 0.11% +284 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 4,502 $617K 0.16% -3,317 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 4,499 $616K 0.15% +118 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 4,487 $615K 0.89% +342 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 4,486 $614K 0.41% +1 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,478 $613K 0.05% +1,710 13F-HR/A Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 4,443 $608K 0.06% -16 13F-HR/A Timeline Group S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 4,406 $603K 0.11% 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,381 $600K 0.03% 13F-HR Timeline Group STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,355 $596K 0.15% -43 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,352 $596K 0.01% +195 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,348 $595K 0.01% +142 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,343 $595K 0.01% -10,229 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,332 $593K 0.01% -18 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,269 $585K 0.02% +366 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,266 $584K 0.06% +270 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,259 $583K -4,019 Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,231 $579K 0.05% +2,250 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 4,199 $575K 0.21% +1,457 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,190 $574K 0.17% 0 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 4,250 $569K 0.08% -1,452 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,155 $569K 0.09% +1,266 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 4,122 $564K 0.05% new 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 4,080 $559K 0.02% -121 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,072 $558K 0.02% -535 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,987 $546K 0.03% +472 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,980 $545K 0.01% +372 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 3,976 $544K 0.02% -140 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,950 $541K 0.03% -2,200 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,⦠More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,928 $538K 0.02% +797 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 3,860 $529K 0.04% +179 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,829 $524K 0.01% +371 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,825 $524K 0.02% +385 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,800 $520K 0.05% +115 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,800 $520K 0.18% -75 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,787 $518K 0.03% +12 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,753 $514K 0.04% -140 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,652 $500K 0.03% +290 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,615 $495K 0.02% +598 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,607 $494K 0.1% new 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO⦠More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 3,600 $493K 0.12% -400 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 3,597 $493K 0.65% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,590 $492K 0.04% new 13F-HR/A Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,574 $489K 0.02% +136 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,563 $488K 0.27% new 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 3,547 $486K 0.02% -198 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,510 $481K 0.02% -616 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,500 $479K 0.26% 0 13F-HR Timeline Stonebridge Financial Planning Group, L⦠More: the full row for Stonebridge Financial Planning Group, LLC 3,500 $479K 0.22% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,488 $478K 0.01% +819 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,479 $476K 0.15% -122 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,440 $471K 0.02% +9 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,414 $468K -690 Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,392 $467K 0.04% -2,029 13F-HR/A Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,411 $467K 0.02% +484 13F-HR Timeline River Road Asset Management, LLC More: the full row for River Road Asset Management, LLC 3,405 $466K 0.01% new 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 3,403 $466K 0.08% +21 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,366 $461K 0.05% +21 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,257 $446K 0.01% +405 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 3,243 $444K 0.38% +8 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 3,232 $443K 0.02% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,216 $442K 0.03% +558 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,202 $438K 0.11% -618 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,181 $436K 0.03% -88 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,136 $429K 0.29% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 3,119 $427K 0.12% -12 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 3,089 $423K 0.42% +9 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,085 $422K 0.02% -41 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 3,081 $422K 0.02% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,031 $415K 0.03% -388 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,013 $413K 0.04% new 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 3,000 $411K 0.22% 0 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 3,000 $411K 0.49% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,981 $408K 0.01% -350 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,975 $407K <0.01% +1,341 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,968 $406K 0.03% +278 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,965 $406K 0.02% -760 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,667 $405K <0.01% +200 13F-HR Timeline Group Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,956 $405K 0.07% +136 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,953 $404K 0.02% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,928 $401K <0.01% -441 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 2,931 $401K 0.01% -300 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 2,926 $401K 0.1% new 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 2,910 $398K 0.24% +22 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,893 $396K 0.02% -72 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,879 $394K 0.18% -408 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,874 $394K 0.03% +205 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,853 $391K 0.01% -50 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,834 $388K 0.01% -214 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,828 $387K 0.07% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,807 $384K 0.02% +60 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 2,800 $383K 0.05% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,797 $383K <0.01% -29 13F-HR Timeline Group Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 2,791 $382K 0.19% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,765 $379K <0.01% -274 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,748 $376K 0.05% -1,452 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,744 $376K 0.02% +40 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,732 $374K 0.27% -364 13F-HR/A Timeline Columbia Bank More: the full row for Columbia Bank 2,725 $373K 0.13% +298 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 2,724 $373K 0.08% +413 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,718 $372K 0.01% -726 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,715 $372K 0.02% +301 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,709 $371K 0.01% +1,323 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 2,687 $368K 0.23% -1,473 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM⦠More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,678 $367K 0.03% -40 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,656 $364K 0.04% -528 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC⦠More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2,644 $362K <0.01% 0 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,640 $362K <0.01% 0 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,625 $359K 0.01% -689 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 2,623 $359K 0.05% +23 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,597 $356K 0.02% -653 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 2,590 $355K 0.45% -500 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,555 $350K 0.01% -2 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,537 $347K 0.02% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,084 $347K 0.06% 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN⦠More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2,516 $345K 0.12% +80 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,516 $345K 0.01% +448 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 2,500 $342K 0.01% 0 13F-HR Timeline HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 2,500 $342K 0.6% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,488 $341K 0.01% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,484 $340K 0.04% +78 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,480 $340K <0.01% +2,200 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,458 $337K 0.05% +813 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,418 $331K <0.01% +304 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,417 $331K 0.02% +30 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,396 $328K 0.14% +900 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,350 $322K 0.01% +450 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,349 $322K 0.01% -374 13F-HR Timeline Coordinated Financial Services, Inc./CO More: the full row for Coordinated Financial Services, Inc./CO 2,315 $317K 0.24% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,300 $315K 0.03% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 2,300 $315K 0.09% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,297 $315K 0.02% +792 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,295 $314K 0.03% -158 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,285 $313K 0.05% -700 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,276 $312K 0.17% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,274 $311K 0.02% -1,595 13F-HR Timeline Compound Planning, Inc. 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