SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 813 $787K 0.13% +2 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 806 $781K 0.04% -19 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 756 $780K 0.05% +102 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 805 $779K 0.04% -893 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 803 $777K 0.12% -877 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 802 $776K <0.01% -10 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 800 $774K 0.41% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 799 $774K 0.48% -15 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 799 $773K 0.22% -42 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 795 $773K 0.21% -5 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 796 $771K 0.12% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 795 $770K 0.05% +90 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 794 $769K 0.05% +297 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 790 $765K 0.23% +129 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 788 $763K 0.17% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 785 $760K 0.13% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 784 $759K 0.07% +234 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 783 $758K 0.15% -6 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 778 $753K 0.05% +18 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 776 $751K 0.05% new 13F-HR/A Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 775 $750K 0.14% -130 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 775 $750K 0.03% new 13F-HR Timeline Group Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 771 $746K 0.13% -7 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 768 $744K 0.24% +142 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 772 $743K <0.01% -575 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 762 $738K 0.33% +2 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 758 $734K 0.08% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 756 $732K 0.13% -24 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 754 $730K 0.01% +111 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 753 $729K 0.57% -60 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 750 $726K 0.01% 0 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 669 $716K 0.32% 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 737 $713K 0.07% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 737 $713K 0.07% +49 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 736 $713K 0.07% -1 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 731 $708K 0.04% +214 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 730 $707K 0.12% +277 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 723 $700K <0.01% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 720 $697K 0.05% -180 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 717 $694K 0.51% +73 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 715 $692K 0.21% 0 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 714 $691K 0.24% 0 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 734 $687K 0.23% +1 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 709 $686K 0.26% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 708 $685K 0.27% +246 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 706 $683K 0.02% -100 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 703 $681K 0.1% +35 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 703 $680K 0.44% -40 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 702 $680K 0.3% new 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 700 $678K 0.1% 0 13F-HR Timeline Galibier Capital Management Ltd. More: the full row for Galibier Capital Management Ltd. 700 $678K 0.23% 0 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 694 $672K 0.44% +31 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 694 $672K 0.39% +30 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 693 $671K 0.28% +91 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 693 $671K 0.17% -310 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 692 $670K 0.16% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 688 $668K 0.04% +147 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 688 $666K 0.59% +38 13F-HR Timeline 111 Capital More: the full row for 111 Capital 682 $660K 0.13% +1 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 682 $660K 0.09% +106 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 680 $658K 0.29% 0 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 680 $658K <0.01% -582,413 13F-HR Timeline Group Carr Financial Group Corp More: the full row for Carr Financial Group Corp 680 $658K 0.18% -153 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 679 $657K 0.09% +345 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 677 $656K 0.01% +85 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 636 $655K 0.07% +26 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 676 $654K 0.04% -263 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 675 $653K 0.35% 0 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 673 $652K 0.02% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 673 $652K 0.26% -83 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 671 $650K 0.44% +19 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 669 $648K 0.03% +17 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 668 $646K 0.09% -107 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 665 $644K 0.01% +53 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 656 $635K 0.04% +1 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 655 $634K <0.01% new 13F-HR Timeline Group Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 653 $632K 0.19% +37 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 650 $629K 0.15% new 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 650 $629K 0.21% -6 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 649 $628K 0.36% +238 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 647 $627K 0.01% -1 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 646 $625K 0.09% +89 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 645 $624K 0.05% +72 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 641 $621K 0.05% +95 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 638 $618K 0.05% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 626 $606K 0.13% +107 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 625 $605K 0.01% +172 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 622 $602K 0.02% +326 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 622 $602K 0.03% -505 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 622 $602K 0.03% -737 13F-HR Timeline ABN AMRO Bank N.V. in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO Bank N.V. 623 $601K 0.01% new 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 621 $601K 0.1% -1,084 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 620 $600K 0.37% +74 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 619 $599K 0.05% +71 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 619 $599K 0.01% new 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 618 $598K 0.15% +151 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 616 $596K 0.13% +35 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. 614 $594K 0.01% +36 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 613 $593K 0.01% -119 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 611 $592K 0.4% +79 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 610 $590K 0.05% -322 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 607 $588K 0.04% +178 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 604 $585K 0.01% new 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 603 $584K 0.05% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 602 $583K 0.12% +84 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 600 $581K 0.04% +24 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 599 $580K 0.27% 0 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 595 $576K 0.39% -10 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 594 $575K 0.01% -7 13F-HR Timeline CNB Bank More: the full row for CNB Bank 594 $575K 0.24% -20 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 717 $575K 0.46% -120 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 593 $574K 0.17% -114 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 593 $574K 0.12% -2 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 592 $573K <0.01% +138 13F-HR Timeline Group VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 592 $573K 0.31% -90 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 591 $572K 0.23% +7 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 586 $567K 0.12% +36 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 586 $567K 0.01% -208 13F-HR Timeline Group PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 582 $563K 0.25% +57 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 581 $563K 0.04% -3,273 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 581 $562K 0.09% new 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 539 $562K 0.12% +24 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 580 $561K 0.05% +2 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 578 $560K 0.07% +30 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 577 $559K 0.14% -10 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 576 $558K 0.12% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 575 $557K 0.02% +3 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 574 $556K 0.19% +111 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 574 $556K 0.23% +223 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 569 $551K <0.01% 0 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 569 $551K 0.01% +24 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 569 $551K 0.34% +540 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 569 $550K 0.17% +107 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 568 $550K 0.1% +9 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 570 $550K <0.01% 0 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 563 $546K 0.06% -1 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 559 $541K 0.03% +80 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 557 $539K 0.06% -277 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 556 $538K 0.2% +319 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 555 $537K 0.13% -24 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 554 $536K 0.2% -254 13F-HR Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 552 $534K 0.04% -1,361 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 550 $533K 0.14% +197 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 550 $532K 0.09% -11 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 550 $532K 0.12% +150 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 550 $532K 0.54% new 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 548 $531K 0.32% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 543 $526K 0.03% -43 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 542 $525K 0.01% -15 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 537 $520K 0.05% -198 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 535 $518K 0.29% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 533 $516K 0.08% +56 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 530 $513K 0.06% +45 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 530 $513K 0.03% -37 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 527 $510K 0.02% -98 13F-HR Timeline Group LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 526 $509K 0.06% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 525 $508K 0.14% 0 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 524 $507K 0.2% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 524 $507K 0.05% -51 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 522 $506K 0.01% -1,199 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 522 $505K 0.03% -5 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 520 $503K 0.03% +105 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 491 $501K 0.01% +81 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 516 $500K 0.35% +6 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 516 $500K <0.01% +5 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 438 $498K 0.01% +6 13F-HR Timeline Group TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 510 $494K 0.17% 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 508 $492K <0.01% new 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 508 $492K 0.02% +131 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 507 $491K 0.1% +238 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 506 $490K 0.33% -4 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 505 $489K 0.11% +70 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 504 $488K 0.01% -149 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 503 $487K 0.02% -10 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 503 $487K 0.04% +30 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 500 $484K 0.01% 0 13F-HR Timeline Group PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 500 $484K 0.27% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 480 $482K 0.08% +42 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 496 $480K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 496 $480K 0.07% new 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 493 $479K 0.31% new 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 495 $479K 0.07% +5 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 606 $479K 0.04% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 492 $476K 0.08% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 490 $475K 0.08% -191 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 490 $474K 0.23% +88 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 489 $473K 0.07% +44 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 488 $472K 0.05% +9 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 487 $471K 0.04% -18 13F-HR Timeline Group Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 487 $471K 0.07% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 487 $471K 0.16% +3 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 479 $471K 0.14% -143 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 484 $469K <0.01% -125 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 484 $469K 0.14% +34 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 478 $463K 0.01% +50 13F-HR Timeline Group a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 478 $463K 0.04% new 13F-HR Timeline Group LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 475 $460K 0.3% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 474 $459K 0.07% +1 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 474 $459K 0.06% new 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 474 $459K 0.09% new 13F-HR Timeline