Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 6,343 $2.4M 1.13% -6,970 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 6,334 $2.39M 0.9% +287 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 6,333 $2.39M 0.62% +558 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 6,331 $2.39M 0.19% -35,468 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 6,327 $2.39M 1.04% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,311 $2.38M 0.06% +439 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 6,307 $2.38M 0.31% -7,325 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 6,300 $2.38M 0.9% -100 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 6,297 $2.38M 0.29% +1,148 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 6,291 $2.38M 0.82% new 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 6,268 $2.37M 1.8% -317 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,267 $2.37M 0.45% +146 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 6,263 $2.37M 0.5% -40 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 6,252 $2.36M 0.58% -190 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 6,248 $2.36M 0.53% +3,672 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 6,239 $2.36M 0.25% +2,262 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 6,230 $2.35M 0.35% +1,855 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 6,229 $2.35M 1.17% +597 13F-HR Timeline Brucke Financial, Inc. 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More: the full row for Sovereign Financial Group, Inc. 6,158 $2.33M 0.36% -37 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 6,157 $2.33M 0.27% +583 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 6,146 $2.32M 1.91% +384 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 6,144 $2.32M 0.37% -554 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 6,142 $2.32M 0.13% +20 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 6,138 $2.32M 0.09% new 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 6,134 $2.32M -1,456 Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 6,125 $2.31M 0.62% +1,131 13F-HR Timeline TCI Wealth Advisors, Inc. 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More: the full row for Financial Security Advisor, Inc. 6,073 $2.29M 0.37% +399 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 6,070 $2.29M 1.03% +10 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 6,070 $2.29M 1.44% -152 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 6,040 $2.28M 0.14% +66 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 6,035 $2.28M 0.45% +1,787 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 6,031 $2.28M 0.98% +4,509 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 6,019 $2.27M 0.39% -49 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 6,011 $2.27M 0.68% +10 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 6,009 $2.27M 1.35% 0 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 5,994 $2.26M 1.05% +124 13F-HR Timeline NBH Bank More: the full row for NBH Bank 5,994 $2.26M 0.95% 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 5,991 $2.26M 1.52% +80 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 5,990 $2.26M 0.66% -135 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 5,984 $2.26M 0.52% +4,640 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 5,973 $2.26M 0.22% +1,040 13F-HR Timeline Whalen Wealth Management Inc. 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Youngquist 2020 Irrevocable Trust 5,954 $2.25M 0.45% +989 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 5,953 $2.25M 2.41% +1,495 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 5,953 $2.25M 1.58% -20 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 5,950 $2.25M 0.1% +574 13F-HR Timeline Group Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 5,948 $2.25M 0.9% +948 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 5,924 $2.24M 1.22% -209 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 5,902 $2.23M 0.12% 0 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 5,898 $2.23M 0.7% -2,489 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 5,894 $2.23M 1.49% +25 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 5,893 $2.23M 0.42% -250 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,886 $2.22M 0.04% -471 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 5,883 $2.22M 0.35% -1,299 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 5,864 $2.22M 0.31% +2,758 13F-HR Timeline GWN SECURITIES INC. 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More: the full row for Lafayette Investments, Inc. 5,754 $2.17M 0.4% -650 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 5,752 $2.17M 1.45% +462 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 5,751 $2.17M 1.87% +744 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 5,745 $2.17M 0.14% -264 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 5,744 $2.17M 0.23% -5,085 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 5,737 $2.17M 0.36% +540 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5,736 $2.17M 0.4% +73 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 5,734 $2.17M 0.02% new 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 5,734 $2.17M 0.69% +929 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 5,733 $2.17M 0.85% +1,330 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 5,727 $2.16M 1.16% +1,075 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 5,717 $2.16M 2.11% -26 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 5,712 $2.16M 0.43% +1,985 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 5,708 $2.16M 0.11% -3,089 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,697 $2.15M 0.25% +211 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 5,691 $2.15M 1.54% new 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 5,685 $2.15M 0.58% +384 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 5,663 $2.14M 1.08% -1,050 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 5,651 $2.13M 1.97% -246 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 5,650 $2.13M 0.02% +210 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 5,575 $2.13M 0.4% +225 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 5,636 $2.13M 1.91% -865 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 5,632 $2.13M 0.38% +287 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 5,620 $2.12M 0.71% -50 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,608 $2.12M 0.73% -412 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5,602 $2.12M 1.62% -370 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 5,600 $2.12M 0.81% new 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 5,598 $2.11M 0.55% -956 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 5,597 $2.11M 0.91% +2,524 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 5,561 $2.1M 1.42% -16 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 5,649 $2.09M 0.65% -665 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 5,537 $2.09M 0.33% +1,407 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 5,532 $2.09M 0.34% -82 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 5,527 $2.09M 1.25% 0 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 5,522 $2.09M 1.07% -1,433 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 5,520 $2.09M 0.59% +330 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 5,486 $2.07M 0.32% +160 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 5,485 $2.07M 0.19% -325 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 5,481 $2.07M 0.39% -216 13F-HR/A Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 5,468 $2.07M 1.4% -60 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 5,468 $2.07M 1.31% -834 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 5,450 $2.06M 0.35% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 5,441 $2.06M 1.26% -972 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 5,439 $2.05M 1.13% +468 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,430 $2.05M 0.28% +319 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 5,424 $2.05M 0.81% new 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 5,416 $2.05M 0.94% -101 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 5,412 $2.04M 0.45% +310 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 5,412 $2.04M 1.31% -459 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 5,401 $2.04M 0.43% -1,119 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 5,398 $2.04M 1.06% new 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 5,398 $2.04M 0.47% +983 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 5,387 $2.03M 0.4% new 13F-HR Timeline Katamaran Capital LLP More: the full row for Katamaran Capital LLP 5,383 $2.03M 1.74% -10,291 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 5,378 $2.03M 1.58% +307 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 5,377 $2.03M 0.49% +79 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 5,370 $2.03M 0.13% -106,989 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 5,368 $2.03M 0.23% +237 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 5,358 $2.02M 0.58% 0 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 5,355 $2.02M 0.67% +620 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5,346 $2.02M 0.09% +483 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 5,337 $2.02M 1.09% -208 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 5,329 $2.01M 0.26% +42 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 5,321 $2.01M 1.9% +109 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 4,746 $2M 1.08% 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 5,301 $2M 0.38% -613 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 5,300 $2M 0.8% 0 13F-HR Timeline Group Curat Global, LLC More: the full row for Curat Global, LLC 5,300 $2M 1.64% 0 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 5,291 $2M 1.52% -1,486 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 5,271 $1.99M 1.42% +3,672 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 5,270 $1.99M 0.69% -75 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 5,214 $1.99M 1.03% +398 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 5,247 $1.98M 0.78% -1,439 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 5,243 $1.98M 0.18% +426 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 5,235 $1.98M 1.21% -4 13F-HR Timeline Evolutionary Tree Capital Management, L… More: the full row for Evolutionary Tree Capital Management, LLC 5,221 $1.97M 3.72% -1,278 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 5,204 $1.97M 0.18% -1,671 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 5,200 $1.96M 0.84% +510 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 5,192 $1.96M 0.08% +67 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5,189 $1.96M 0.61% -1,244 13F-HR Timeline Group TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 5,187 $1.96M 0.63% +79 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 5,174 $1.95M 0.28% new 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 5,167 $1.95M 1.35% -153 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 5,161 $1.95M 1% +3,676 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 5,148 $1.94M 0.54% -580 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 5,147 $1.94M 0.21% +661 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 5,130 $1.94M 0.47% +295 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 5,124 $1.94M 0.59% +19 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 5,117 $1.93M 0.02% +397 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 5,119 $1.93M 0.83% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,098 $1.93M 0.1% -8,498 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 5,091 $1.92M 1.58% +168 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 5,084 $1.92M 1.3% +429 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 5,083 $1.92M 0.16% -138 13F-HR Timeline Group Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 5,082 $1.92M 1.28% +5 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 5,071 $1.92M 1.9% -1,101 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 5,071 $1.92M 0.16% +1,348 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 5,063 $1.91M 1.03% +191 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 5,062 $1.91M 0.68% +360 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 5,052 $1.91M 0.49% -2,226 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 5,044 $1.91M 0.78% +36 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 5,039 $1.9M 0.12% +1,515 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 5,036 $1.9M 0.03% +2,245 13F-HR Timeline Group Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 5,034 $1.9M 1.37% -50 13F-HR Timeline