Compound Planning, Inc. More: the full row for Compound Planning, Inc. 29,673 $652K 0.02% +66 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 29,367 $645K <0.01% -2,225 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 29,160 $640K 0.06% +4,959 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 29,030 $637K 0.13% -25,975 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 28,983 $636K 0.47% +436 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 28,859 $634K 0.19% -10,902 13F-HR/A Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 28,568 $627K 0.18% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 28,530 $627K <0.01% -30,928 13F-HR/A Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 28,373 $623K 0.02% -530 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 28,293 $621K 0.04% -2,159 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 28,244 $620K 0.02% -1,765 13F-HR/A Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 27,590 $606K 0.36% 0 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 27,548 $605K 0.32% +587 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 27,512 $604K 0.04% +15,028 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 27,461 $603K 0.51% +589 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 26,945 $592K 0.49% -1,710 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 26,829 $589K 0.04% +1,396 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 26,799 $589K 0.02% +127 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 26,725 $587K 0.4% -480 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 26,655 $585K 0.06% +3,679 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 26,356 $579K 0.02% -18,002 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 26,050 $577K 0.1% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 25,820 $567K <0.01% -42,430 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 25,351 $557K 0.01% -2,304 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 25,318 $556K 0.01% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 25,191 $553K 0.03% -40,354 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 25,048 $550K 0.15% -3,044 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 25,030 $550K 0.02% +3,516 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 24,758 $544K <0.01% +7,815 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 24,757 $544K 0.06% +9,955 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 24,578 $540K 0.04% +3,216 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 24,516 $538K 0.06% -16,504 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 24,475 $537K <0.01% +114 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 24,369 $535K 0.44% 0 13F-HR Timeline Amitell Capital Pte Ltd More: the full row for Amitell Capital Pte Ltd 24,366 $535K 0.3% 0 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 24,295 $534K 0.14% -7,662 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 24,258 $533K 0.12% -7,528 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 24,194 $531K <0.01% +1,988 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 22,954 $530K 0.16% +172 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 23,967 $526K 0.27% +2,886 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 23,803 $523K 0.04% -912 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 23,645 $519K 0.03% -35,021 13F-HR Timeline Group Values Added Financial LLC More: the full row for Values Added Financial LLC 23,594 $518K 0.25% -5,965 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 23,311 $512K 0.03% +1,076 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 23,261 $511K 0.15% +3,361 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 23,200 $509K 0.01% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 23,130 $508K 0.13% -892 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 23,000 $505K 0.02% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 22,982 $505K 0.04% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 22,711 $499K 0.03% -10,012 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 22,679 $498K 0.04% -2,719 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 22,500 $494K 0.1% +2,500 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 22,421 $492K 0.01% new 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 22,236 $488K 0.14% +468 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 22,100 $485K 0.02% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 21,680 $476K 0.04% -951 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 21,674 $476K 0.36% +309 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 21,650 $475K 0.03% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 21,540 $473K 0.13% 0 13F-HR Timeline DCM Advisors, LLC More: the full row for DCM Advisors, LLC 23,348 $471K 0.2% +905 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 21,384 $470K 0.15% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 21,216 $466K 0.19% +220 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 21,132 $464K 0.05% +92 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 21,087 $463K 0.31% -1,400 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 20,959 $460K 0.19% 0 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 20,879 $459K 0.04% +2,210 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 20,464 $449K 0.01% +323 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 20,458 $449K 0.01% 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 20,375 $447K 0.04% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 20,357 $447K 0.01% +302 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 20,300 $446K 0.3% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 20,185 $443K 0.05% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 20,155 $443K 0.01% -7,388 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 20,009 $439K 0.03% -1,610 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 20,000 $439K 0.01% 0 13F-HR Timeline Group PARK CIRCLE Co More: the full row for PARK CIRCLE Co 20,000 $439K 0.38% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 19,966 $438K <0.01% -3,660 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 19,938 $438K 0.29% +427 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 19,896 $437K 0.03% +3,730 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 19,862 $436K 0.26% +281 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 19,852 $436K 0.08% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 19,500 $428K 0.12% +300 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 19,071 $427K 0.16% 0 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 19,395 $426K 0.1% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 19,335 $425K 0.06% +1,355 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 19,295 $424K 0.01% 0 13F-HR/A Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 19,074 $419K 0.03% -2,730 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 19,063 $419K <0.01% +1,967 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 18,900 $415K 0.03% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 18,868 $414K 0.01% -251 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 18,639 $409K 0.21% -3,385 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 18,600 $408K 0.32% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 18,445 $407K 0.09% +7,549 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 18,426 $405K 0.03% -158 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 18,411 $404K <0.01% +7,037 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 18,407 $404K 0.07% -235 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 18,349 $403K 0.22% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 18,316 $402K 0.04% -5,000 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 18,095 $397K 0.02% -905 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 17,644 $387K 0.04% +120 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 17,398 $382K 0.03% +371 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 17,316 $380K 0.02% -7,531 13F-HR/A Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 17,196 $379K 0.18% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 17,236 $379K 0.03% +516 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 17,082 $375K 0.1% -3,481 13F-HR Timeline DeepCurrents Investment Group LLC More: the full row for DeepCurrents Investment Group LLC 17,007 $373K 0.01% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 16,936 $372K 0.01% +260 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 16,903 $371K 0.23% +156 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 16,750 $368K 0.07% +273 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 16,749 $368K 0.16% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 16,522 $363K 0.06% +4 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 16,435 $361K 0.03% -651 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. 16,334 $359K 0.01% -2,941 13F-HR Timeline Group Kentucky Trust Co More: the full row for Kentucky Trust Co 16,318 $358K 0.21% -10 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 16,302 $358K 0.18% -45 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 16,295 $358K 0.14% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 16,232 $356K 0.05% +197 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 16,135 $356K 0.02% +122 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 15,950 $350K <0.01% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 15,668 $344K 0.01% -382 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 15,588 $342K 0.01% +14 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 15,513 $341K 0.02% -5,634 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 15,458 $339K <0.01% new 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 15,429 $339K 0.09% +4,950 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 15,363 $337K <0.01% +23 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 15,321 $336K 0.06% +1,767 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 15,315 $336K 0.03% +137 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 15,296 $336K 0.03% -2,713 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 15,170 $333K <0.01% +820 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 15,117 $332K 0.25% new 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 15,117 $332K 0.25% 0 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 15,071 $331K 0.16% +4,365 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 14,932 $328K 0.31% +153 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 14,926 $328K 0.01% -22,051 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 14,243 $327K 0.08% -2,720 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 14,850 $326K 0.08% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 14,836 $326K <0.01% -940 13F-HR Timeline Group O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 14,747 $324K 0.15% +173 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 14,668 $322K 0.08% +156 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 14,531 $319K 0.02% +1,488 13F-HR/A Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 14,502 $318K 0.01% new 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 14,475 $318K 0.3% -593 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 14,220 $312K 0.02% -395 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 14,135 $310K 0.21% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 14,090 $309K 0.01% 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 14,000 $307K 0.12% 0 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 13,927 $306K 0.05% +265 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 13,913 $306K 0.04% +6 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 13,804 $303K 0.06% -629 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 13,804 $303K 0.01% +13,229 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 13,779 $303K 0.01% 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 13,714 $301K 0.03% +85 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 13,678 $300K 0.04% +304 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 13,607 $299K 0.01% -155,170 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 13,500 $296K 0.05% 0 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 13,435 $295K 0.12% -1,973 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 13,400 $294K 0.26% -3,400 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 13,273 $291K 0.03% +6 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 13,261 $291K 0.01% -9,469 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 13,088 $287K 0.02% +1,055 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 13,084 $287K 0.1% +268 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,060 $287K <0.01% -617 13F-HR Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 13,065 $287K 0.01% 0 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 13,036 $286K 0.15% -408 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 13,000 $285K 0.22% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 13,000 $285K 0.17% 0 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 12,994 $285K 0.01% 0 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 12,830 $282K 0.07% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 12,826 $282K 0.02% -65,717 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 12,821 $282K 0.03% -679 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12,764 $280K 0.01% -609 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 12,743 $280K 0.03% -1,293 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 12,740 $280K 0.21% -750 13F-HR/A Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 12,683 $279K 0.02% -5,997 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 12,535 $275K 0.13% 0 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 12,500 $274K 0.13% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 12,363 $271K 0.01% -556 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 12,327 $271K <0.01% -7 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 12,291 $270K <0.01% 0 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 12,280 $270K 0.21% 13F-HR/A Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 12,133 $266K <0.01% -4,369 13F-HR Timeline Group FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 12,132 $266K 0.02% +50 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 11,880 $266K 0.12% -787 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 12,070 $265K 0.21% -8,866 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 12,000 $264K 0.01% 0 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 11,998 $263K <0.01% -693 13F-HR Timeline Group D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 11,920 $262K 0.05% -4,608 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 11,710 $257K 0.02% new 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 11,586 $254K 0.15% +2,000 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 11,570 $254K 0.09% -416 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,540 $253K 0.01% -1,178 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 11,535 $253K 0.02% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 11,510 $253K <0.01% +1,342 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 11,459 $252K 0.01% -2,349 13F-HR Timeline Group Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 11,420 $251K 0.29% -2,000 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 11,372 $250K 0.01% -29 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 11,261 $247K 0.24% -2,053 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 11,253 $247K <0.01% +448 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 11,209 $246K 0.01% +2,160 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 11,186 $246K 0.08% 0 13F-HR Timeline