Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,405 $474K 0.02% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,387 $471K 0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,373 $468K 0.01% new 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 2,377 $468K 0.09% new 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,373 $468K 0.06% new 13F-HR/A Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 2,573 $464K 0.03% new 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 2,352 $464K 0.17% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,350 $463K 0.28% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,349 $462K 0.02% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,303 $462K 0.02% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,343 $462K 0.09% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 2,341 $462K <0.01% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,334 $460K 0.09% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,320 $458K 0.02% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,334 $457K 0.01% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,306 $455K 0.01% new 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 2,300 $454K 0.03% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,288 $451K 0.11% new 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,280 $450K <0.01% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,270 $448K 0.02% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,268 $447K 0.03% new 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 2,267 $447K 0.26% new 13F-HR Timeline Keenan, LLC More: the full row for Keenan, LLC 2,266 $447K 0.38% new 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 2,238 $441K 0.27% new 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 2,235 $441K 0.1% new 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,233 $440K 0.11% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,198 $433K 0.1% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,193 $433K 0.01% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,183 $431K 0.01% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,176 $429K 0.02% new 13F-HR Timeline Group Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 2,167 $427K 0.25% new 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,152 $424K 0.01% new 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2,138 $422K 0.03% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,168 $420K 0.04% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,121 $418K 0.05% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,111 $416K 0.3% -2,096 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 2,110 $416K 0.03% new 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 2,099 $414K 0.06% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,089 $412K 0.07% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,052 $412K 0.09% -1,126 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,083 $411K 0.06% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,117 $409K 0.02% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,036 $409K 0.01% new 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 2,062 $407K 0.06% new 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 2,059 $406K 0.17% new 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 2,058 $406K 0.4% new 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,043 $403K 0.1% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,047 $403K 0.3% new 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 2,019 $398K 0.2% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,016 $398K 0.02% new 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,005 $395K 0.05% new 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,002 $395K 0.08% new 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 2,000 $394K 0.06% new 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,000 $394K 0.09% new 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 1,999 $394K 0.07% new 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 1,995 $393K 0.63% new 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 1,993 $393K 0.03% new 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,988 $392K 0.01% new 13F-HR Timeline Group Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 1,980 $390K 0.09% new 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,970 $389K 0.21% new 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 1,971 $389K 0.45% new 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 2,001 $388K 0.03% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,962 $387K 0.01% new 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 1,962 $386K 0.01% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,958 $386K 0.03% new 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,956 $386K 0.14% new 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 1,952 $385K 0.05% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,949 $384K 0.08% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,050 $384K 0.08% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,949 $384K 0.07% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,939 $382K <0.01% new 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 1,936 $382K 0.13% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,928 $380K 0.1% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,924 $379K <0.01% new 13F-HR Timeline Group First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 1,920 $379K 0.03% new 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,919 $378K 0.3% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,917 $378K 0.03% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,915 $378K <0.01% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,894 $373K 0.11% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,890 $373K 0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,884 $371K 0.19% new 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 1,880 $371K 0.22% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,877 $370K 0.03% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 1,871 $369K 0.09% new 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 1,867 $368K 0.11% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,851 $365K 0.02% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,847 $364K 0.13% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,840 $363K 0.02% new 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,834 $362K 0.08% new 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 1,832 $361K 0.01% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,828 $361K 0.08% new 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 1,822 $359K <0.01% new 13F-HR Timeline Group GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 1,821 $359K 0.04% new 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,781 $351K 0.13% new 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,780 $351K 0.12% new 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 1,779 $351K 0.08% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,766 $348K 0.11% -1,935 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 1,691 $347K 0.17% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,756 $346K 0.1% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 1,753 $346K 0.03% new 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 1,739 $343K 0.06% new 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 1,737 $343K 0.18% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,726 $340K 0.01% new 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,725 $340K 0.09% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,721 $339K 0.01% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,718 $339K 0.02% new 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,708 $337K 0.03% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,688 $333K 0.02% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,684 $332K 0.02% new 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 1,683 $332K 0.14% new 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 1,683 $332K 0.3% new 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 1,678 $331K 0.14% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,676 $331K 0.14% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,705 $330K 0.02% new 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,674 $330K 0.09% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,671 $330K 0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,666 $329K 0.01% new 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,666 $329K 0.01% new 13F-HR/A Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 1,665 $328K 0.21% new 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 1,649 $325K 0.12% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,649 $325K 0.02% -1,898 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,646 $325K 0.06% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,643 $324K 0.07% new 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 1,643 $324K 0.06% new 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 1,640 $323K 0.25% new 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 1,640 $323K 0.29% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,638 $323K 0.07% new 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 1,665 $323K 0.05% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,663 $322K 0.06% new 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 1,622 $320K <0.01% new 13F-HR Timeline Group Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,642 $318K 0.19% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,603 $316K 0.04% new 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 1,602 $316K 0.17% -2,291 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 1,627 $315K 0.11% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,594 $314K 0.03% new 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 1,577 $311K 0.01% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,577 $311K 0.01% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,574 $310K 0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,573 $310K 0.01% new 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 1,556 $307K 0.19% 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,552 $306K 0.07% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,552 $306K 0.47% new 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,548 $305K 0.24% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,540 $304K <0.01% new 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 1,536 $303K 0.08% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,535 $303K 0.01% new 13F-HR Timeline Group Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,534 $303K 0.15% new 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,522 $300K 0.02% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,495 $299K 0.02% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,452 $297K <0.01% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,507 $297K 0.01% new 13F-HR/A Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 1,502 $296K 0.03% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,497 $295K 0.05% new 13F-HR Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 1,493 $294K 0.03% new 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 1,492 $294K 0.18% 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,491 $294K 0.07% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,504 $291K 0.02% new 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 1,416 $290K 0.28% new 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 1,468 $290K 0.2% new 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 1,494 $289K 0.15% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,464 $289K 0.09% new 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 1,479 $288K 0.05% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,449 $286K <0.01% new 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 1,445 $285K 0.11% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,442 $284K <0.01% new 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 1,432 $282K 0.16% new 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,430 $282K 0.03% new 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,427 $281K 0.15% new 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 1,422 $280K 0.05% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,425 $279K 0.01% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,416 $279K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,415 $279K 0.04% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,414 $279K 0.02% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,405 $277K 0.01% new 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,401 $276K 0.05% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,401 $276K 0.01% new 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 1,400 $276K 0.12% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,396 $275K 0.01% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,390 $274K 0.02% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,385 $273K 0.02% new 13F-HR Timeline Group WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,383 $273K 0.07% new 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 1,383 $273K 0.12% new 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,382 $273K 0.02% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,380 $272K 0.1% new 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 1,378 $272K 0.11% new 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 1,377 $272K 0.02% new 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 1,377 $272K 0.24% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,376 $271K 0.02% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,373 $271K 0.02% new 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,362 $269K 0.06% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,357 $268K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,323 $266K 0.02% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,344 $265K 0.06% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,335 $263K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,334 $263K 0.01% new 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,344 $260K 0.03% new 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,318 $260K 0.02% new 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 1,312 $259K 0.07% new 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,312 $259K 0.08% new 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 1,310 $258K 0.15% new 13F-HR Timeline