Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 30,009 $657K 0.02% 0 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 30,000 $657K 0.01% 0 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 29,786 $655K 0.03% +122 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 29,801 $652K 0.03% -2,958 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 29,694 $650K 0.17% +44 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 29,586 $648K 0.18% -1,225 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 28,710 $646K 0.7% 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 29,455 $645K 0.59% -4,750 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 29,315 $642K 0.17% +340 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 29,067 $636K 0.31% -1,606 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 29,055 $636K 0.49% +346 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 28,959 $634K 0.05% -280 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 28,795 $630K 0.01% +1,827 13F-HR Timeline Group Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 28,568 $625K 0.19% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 28,515 $624K 0.04% +3,500 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 28,350 $621K 0.02% 13F-HR Timeline Group Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 28,162 $616K 0.46% +374 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 28,035 $614K 0.02% new 13F-HR/A Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 27,980 $612K 0.35% +14,780 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 27,665 $606K 0.17% -451 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 27,590 $604K 0.39% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 27,548 $603K 0.01% +14,852 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 27,450 $601K 0.18% +867 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 27,432 $600K 0.02% +690 13F-HR/A Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 26,951 $590K 0.1% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 26,715 $585K 0.02% -22,191 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 26,533 $581K 0.63% +71 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 26,387 $578K 0.32% +564 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 26,200 $574K 0.04% +268 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 26,182 $573K 0.16% -221 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 25,430 $557K 0.01% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 25,419 $556K <0.01% +3,476 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 25,318 $554K 0.02% +713 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 25,104 $550K 0.02% +2,999 13F-HR/A Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 24,608 $547K 0.3% +5,957 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 24,766 $542K 0.01% +1,476 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 24,700 $541K 0.14% +9,700 13F-HR Timeline Amitell Capital Pte Ltd More: the full row for Amitell Capital Pte Ltd 24,366 $533K 0.48% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 22,615 $527K 0.17% -635 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 23,866 $522K 0.04% -221 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 23,695 $519K <0.01% new 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 23,558 $516K 0.53% 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 23,035 $505K 0.01% +689 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 23,000 $503K 0.02% 0 13F-HR/A Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 22,982 $503K 0.04% 0 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 22,487 $492K 0.33% 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 22,331 $489K 0.04% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 22,328 $489K <0.01% -9,456 13F-HR Timeline Group DCM Advisors, LLC More: the full row for DCM Advisors, LLC 22,124 $479K 0.22% -240 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 21,851 $478K 0.05% +500 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 21,540 $472K 0.15% +925 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 21,429 $469K 0.02% +1,646 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 21,384 $468K 0.16% -871 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 21,322 $467K 0.33% new 13F-HR/A Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 21,311 $467K 0.14% +448 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 20,950 $459K 0.05% 0 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 20,936 $458K 0.33% -1,379 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 20,913 $458K 0.03% +2,450 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 20,874 $457K 0.05% -290 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 20,804 $455K 0.07% new 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 20,615 $451K 0.26% +6,544 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 20,504 $449K 0.01% -40 13F-HR Timeline Group 5T Wealth, LLC More: the full row for 5T Wealth, LLC 20,496 $449K 0.25% 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 20,484 $448K 0.01% -46,575 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 20,433 $447K <0.01% 0 13F-HR Timeline Group PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 20,253 $443K 0.16% +1,798 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 20,209 $442K 0.23% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 20,185 $442K 0.05% 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 20,000 $438K 0.02% 0 13F-HR Timeline Group PARK CIRCLE Co More: the full row for PARK CIRCLE Co 20,000 $438K 0.4% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 19,875 $435K 0.09% +4,275 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 19,855 $435K 0.01% +969 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 19,852 $435K 0.09% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 19,839 $434K 0.01% -56 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 19,800 $433K 0.32% 0 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 19,395 $425K 0.11% 0 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 19,307 $423K 0.26% +269 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 19,248 $421K 0.06% 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 19,230 $421K 0.32% +282 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 19,200 $420K 0.13% -2,300 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 19,181 $420K 0.02% +4,799 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 19,148 $419K 0.03% +430 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 19,095 $418K 0.04% +4,788 13F-HR/A Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 17,955 $414K 0.12% -308 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 18,804 $412K 0.03% -263 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 18,750 $410K 0.35% 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 18,713 $410K 0.2% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 18,578 $407K 0.04% 0 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 18,499 $405K 0.01% -11,738 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 17,196 $404K 0.16% 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 18,427 $403K 0.08% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 18,371 $402K 0.04% +208 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 18,339 $401K <0.01% -1,856 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 18,186 $398K 0.04% +115 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 18,105 $396K 0.06% +5,974 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 18,059 $395K 0.02% -8,602 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 16,963 $395K 0.09% -285 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 17,799 $390K 0.17% -500 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 17,712 $388K 0.01% +5,171 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 17,638 $386K 0.04% -3,231 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 17,625 $386K 0.01% +4,408 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 17,516 $383K 0.07% -580 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 17,406 $381K 0.05% +116 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 17,274 $378K 0.06% -36 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 17,228 $377K <0.01% -1,072 13F-HR/A Timeline Group MAI Capital Management More: the full row for MAI Capital Management 17,097 $374K <0.01% +1,794 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 17,033 $373K 0.03% +2,263 13F-HR Timeline DeepCurrents Investment Group LLC More: the full row for DeepCurrents Investment Group LLC 17,007 $372K 0.01% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 16,950 $371K <0.01% +3,000 13F-HR Timeline Adaptive Financial Consulting, LLC More: the full row for Adaptive Financial Consulting, LLC 16,830 $368K 0.15% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 16,693 $365K 0.01% 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 17,285 $364K 0.12% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 16,620 $364K 0.01% +826 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 16,539 $362K 0.01% -1,361 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 16,455 $360K 0.08% +578 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 16,404 $359K <0.01% +5,000 13F-HR Timeline Group Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 16,350 $358K 0.1% +700 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 16,313 $357K 0.21% 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 16,276 $356K 0.02% -858 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 15,950 $349K <0.01% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 15,918 $348K 0.19% +2,927 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 15,816 $346K 0.02% -369 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 15,666 $343K 0.09% +345 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 15,603 $342K 0.06% -1,853 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 15,586 $341K <0.01% -3,325 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 15,502 $339K <0.01% new 13F-HR Timeline Group CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 16,124 $338K 0.11% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 15,347 $336K <0.01% +3,468 13F-HR/A Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 15,272 $334K 0.04% new 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 15,260 $334K 0.05% -2,543 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 15,178 $332K 0.03% -32 13F-HR Timeline Group Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 15,117 $331K 0.26% +1 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 15,019 $329K 0.05% +315 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 15,638 $327K 0.01% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 14,850 $325K 0.08% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 14,802 $324K 0.03% 0 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 14,679 $321K 0.31% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 14,675 $321K 0.02% -423 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 14,623 $320K 0.16% +1,124 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 14,478 $317K 0.21% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 14,544 $314K <0.01% new 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 14,139 $310K 0.03% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 14,159 $310K 0.03% -4,935 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 14,148 $310K 0.04% 0 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 14,135 $309K 0.21% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 13,261 $309K 0.04% +839 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 14,078 $308K 0.31% 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 14,056 $308K 0.14% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 14,052 $308K 0.01% new 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 14,000 $306K 0.01% 0 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 14,000 $306K 0.17% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 13,829 $303K 0.07% +1,300 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13,670 $299K 0.01% new 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 13,641 $299K 0.03% +2,423 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 13,549 $297K 0.11% -1,480 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 13,500 $296K 0.05% +2,000 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 13,449 $294K 0.04% +80 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 13,402 $293K 0.05% +255 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 13,390 $293K 0.38% 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 13,389 $293K 0.03% -374 13F-HR/A Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 13,362 $293K 0.01% +964 13F-HR Timeline Group Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 13,314 $291K 0.24% +1,410 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 13,223 $289K 0.04% +390 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 13,103 $287K 0.03% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 13,000 $285K 0.18% 0 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 12,994 $284K 0.01% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 12,975 $284K 0.01% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 12,941 $283K 0.01% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 12,635 $277K 0.02% new 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 12,535 $274K 0.13% -12,535 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 12,521 $274K 0.01% +488 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 12,484 $273K 0.02% 0 13F-HR Timeline INVESTMENT MANAGEMENT ASSOCIATES INC /A… More: the full row for INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 12,413 $272K 0.12% +163 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 12,217 $267K 0.14% new 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 12,175 $267K 0.12% +125 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 12,170 $266K 0.01% -5 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 12,082 $264K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12,027 $263K 0.01% +1,523 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 12,025 $263K 0.18% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 12,025 $263K 0.05% 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 12,012 $263K 0.05% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 12,000 $263K 0.01% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 11,917 $261K 0.01% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 11,730 $257K <0.01% -383 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 11,713 $256K 0.44% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 11,689 $256K 0.09% -654 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 11,582 $254K 0.08% +1,672 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 11,534 $252K 0.05% +1,743 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 11,527 $252K <0.01% new 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 11,450 $251K 0.06% -425 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 11,404 $250K <0.01% -66 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 11,329 $248K 0.01% +670 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 11,321 $248K <0.01% +30 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,173 $245K 0.01% +28 13F-HR Timeline Group Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 11,152 $244K 0.01% -100 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 11,100 $243K 0.07% 0 13F-HR Timeline Accredited Investors Inc. 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