DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 20,481 $1.88M <0.01% +1,091 13F-HR Timeline Group New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 20,447 $1.88M 2.17% +1,315 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 20,187 $1.85M 0.27% +14,013 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 20,114 $1.85M 0.15% +16,251 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 20,068 $1.84M 0.03% -10,144 13F-HR Timeline Group ACAS, LLC More: the full row for ACAS, LLC 19,939 $1.82M 1.39% -689 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 19,754 $1.81M 1.14% +7,182 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 19,420 $1.78M 0.14% -6,023 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 19,313 $1.77M 0.18% -15,407 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 19,304 $1.77M 1.19% -15,416 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 19,074 $1.75M 0.28% new 13F-HR Timeline Group TLWM More: the full row for TLWM 19,065 $1.75M 0.35% +3,360 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 18,925 $1.74M 0.07% -6,985 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 18,880 $1.73M 1.49% +2,469 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 18,778 $1.72M 0.74% new 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 18,531 $1.7M 0.42% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 18,516 $1.7M 0.92% -2,868 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 18,141 $1.66M 0.23% +572 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 18,045 $1.66M 0.16% -595 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 18,000 $1.65M 0.43% -23,000 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 17,941 $1.65M 0.75% -30,398 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 17,400 $1.6M 0.26% +43 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 17,372 $1.59M 0.25% -109 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 17,090 $1.57M 1.28% +1,435 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 17,073 $1.57M 0.23% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 16,992 $1.56M 0.07% -5,559 13F-HR Timeline Group Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 16,984 $1.56M 0.91% -962 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 16,919 $1.55M 0.47% +5,288 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 16,855 $1.55M 0.58% -4,728 13F-HR Timeline Entruity Wealth, LLC More: the full row for Entruity Wealth, LLC 16,774 $1.54M 1.45% +6,446 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 16,723 $1.53M <0.01% -306 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 16,681 $1.53M 1.34% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 16,412 $1.51M 0.11% new 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 16,412 $1.51M 1.28% -26,676 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 16,392 $1.5M 1.23% +1,628 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 16,391 $1.5M 0.03% +11,898 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 16,359 $1.5M 0.05% +4,374 13F-HR Timeline Heritage Wealth Partners, LLC More: the full row for Heritage Wealth Partners, LLC 16,356 $1.5M 2.29% -1,582 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 16,283 $1.49M 1.34% +3,749 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 16,238 $1.49M 0.14% +3,879 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 16,176 $1.48M 0.11% +213 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 16,163 $1.48M 0.56% 0 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 16,163 $1.48M 1.07% +7,576 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 15,985 $1.47M 1.22% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 15,980 $1.47M 0.35% +182 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 15,903 $1.46M 0.57% 0 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 15,867 $1.46M 0.32% -2,870 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 15,767 $1.45M 0.25% new 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 15,730 $1.44M 0.57% 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 15,720 $1.44M 0.27% -4,704 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 15,490 $1.42M +1,517 Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 15,471 $1.42M 0.8% +8,638 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 15,000 $1.38M 0.02% -15,000 13F-HR Timeline Group SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 14,930 $1.37M 0.3% -7,693 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 14,911 $1.37M 0.19% -4,410 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 14,883 $1.36M 0.33% -1,339 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 14,771 $1.35M 0.01% -882 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 14,687 $1.35M 0.33% +10,610 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 17,072 $1.34M 0.26% -50 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 14,647 $1.34M 0.26% -50 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 14,633 $1.34M 0.29% 13F-HR Timeline Group LPWM LLC More: the full row for LPWM LLC 14,610 $1.34M 0.43% -6,600 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 14,284 $1.31M 0.46% +10,502 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 14,278 $1.31M 1.48% +1,678 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 14,271 $1.31M 0.17% new 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 14,249 $1.31M 0.54% -168 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 14,153 $1.3M 0.36% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 14,112 $1.29M 0.28% +6,689 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 14,108 $1.29M 0.31% -343 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 14,071 $1.29M 1.06% -16,700 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 14,062 $1.29M 0.16% -206,373 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 14,043 $1.29M 0.44% -60,959 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 13,915 $1.28M 0.34% +2,627 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 13,842 $1.27M 0.81% +180 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 13,842 $1.27M 2.16% +59 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 13,827 $1.27M 0.15% +8,685 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 13,744 $1.26M 0.47% -428,396 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 13,702 $1.26M 1.07% +92 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 13,556 $1.24M 0.09% +2,066 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 13,528 $1.24M 0.1% -116 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 13,300 $1.22M 0.26% +4,404 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 13,125 $1.2M 0.44% -1,197 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 12,946 $1.19M <0.01% -995 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,938 $1.19M 0.12% +8,591 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 12,599 $1.16M +2,800 Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 12,528 $1.15M 0.04% new 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 12,443 $1.14M 0.22% +8,719 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 12,394 $1.14M 0.05% +495 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 12,235 $1.12M 1.08% -1,325 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 12,086 $1.11M 0.1% -10,529 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 12,080 $1.11M 0.13% -1,962 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 12,021 $1.1M 0.2% +5,694 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 11,970 $1.1M 0.22% +1,694 13F-HR Timeline Michael A. Dubis Financial Planning, LLC More: the full row for Michael A. Dubis Financial Planning, LLC 11,944 $1.1M 1.06% -984 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 11,940 $1.1M 0.05% -2,606 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 11,932 $1.09M 0.23% -175,593 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 11,926 $1.09M 0.01% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 11,921 $1.09M 0.11% -1,552 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 11,910 $1.09M 0.43% -1,781 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 11,890 $1.09M 0.07% -124 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 11,790 $1.08M 0.44% -300 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 11,704 $1.07M 0.6% +2,339 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 11,686 $1.07M 1.02% -314 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 11,686 $1.07M 0.04% -2,762 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 11,618 $1.07M 0.39% +2,811 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 11,557 $1.06M 0.05% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 11,512 $1.06M 0.71% +2,072 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 11,479 $1.05M 0.17% -6,540 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 11,433 $1.05M 0.57% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 11,409 $1.05M 0.05% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 11,399 $1.05M 0.18% +1,085 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 11,367 $1.04M 0.52% +2,886 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 11,188 $1.03M 0.08% -1,097 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 11,164 $1.02M <0.01% -43,407 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 11,128 $1.02M 1.34% +7,263 13F-HR Timeline Tairen Capital Ltd More: the full row for Tairen Capital Ltd 11,100 $1.02M 0.07% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 11,018 $1.01M 0.06% -1,122 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 10,977 $1.01M 0.01% +4,798 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 10,917 $1M 0.78% +2,350 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 10,902 $1M 0.56% +3,468 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 10,900 $997K 0.05% -1,400 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 10,728 $984K 0.33% +2,322 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,713 $983K <0.01% new 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 10,605 $973K 0.06% -125 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 10,598 $972K 0.55% +2,045 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10,428 $957K 0.03% new 13F-HR Timeline Group Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 10,396 $954K 0.81% +1,305 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 10,337 $948K 0.02% +1,416 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 10,098 $926K 0.26% -7 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 10,000 $917K 1% new 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 9,848 $903K 2.04% -42,042 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 9,810 $900K 0.59% -32,266 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 9,806 $900K 1.01% -441 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 9,729 $892K 0.64% +6,152 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 9,630 $883K 0.18% +6,323 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 9,555 $876K 0.67% +1,309 13F-HR/A Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 9,519 $873K 0.32% +3,550 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 9,512 $872K 0.34% new 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 9,450 $867K 0.68% +4,315 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 9,406 $863K 0.03% +466 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 9,312 $854K 0.05% -462 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 9,304 $853K 0.05% new 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 9,231 $847K 0.13% +2,070 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 9,203 $844K 0.27% new 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 9,181 $842K 0.09% new 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 9,144 $839K 0.17% -2,529 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 9,090 $834K 0.74% -19 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 9,062 $831K 0.23% +1 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,049 $830K 0.01% -71 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 9,000 $826K <0.01% -4,600 13F-HR Timeline Group Brown Financial Advisors More: the full row for Brown Financial Advisors 9,000 $826K 0.34% +1,873 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 8,958 $822K 0.34% -554 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 8,907 $817K 0.1% +6,170 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 8,849 $812K 0.4% new 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 8,846 $811K 0.03% +546 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 8,816 $809K 0.17% +3,341 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 8,813 $808K 0.62% +756 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 8,797 $807K 0.7% -510 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8,758 $803K 0.02% +255 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 8,708 $799K 0.32% -5,274 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 8,694 $797K 0.08% +1,110 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 8,679 $796K 0.09% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 8,634 $792K 0.36% +260 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 8,378 $769K 0.07% new 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 8,350 $766K 0.23% -13,985 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 8,234 $755K 0.3% +1,697 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 8,168 $749K 0.05% new 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 8,149 $748K 0.44% +343 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 8,115 $744K 0.45% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 7,986 $733K 0.19% -385 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 7,952 $729K 0.35% +2,758 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 7,918 $726K 0.34% -2,059 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 7,921 $724K 0.33% +2,124 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,878 $723K 0.01% +226 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 7,866 $722K 0.53% -8,461 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 7,816 $717K 0.02% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,809 $716K 0.03% -7,146 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 7,726 $709K 0.38% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,638 $701K 0.06% -410 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 7,619 $699K 0.23% -940 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 7,561 $694K 0.18% -834 13F-HR Timeline Group Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 7,552 $693K 0.46% new 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 7,546 $692K 0.36% -21,438 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 7,454 $684K 0.32% -1,069 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 7,310 $671K 0.02% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 7,307 $670K 0.12% +307 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 7,305 $670K 0.08% -43,779 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 7,251 $665K 0.44% +1,480 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,132 $654K <0.01% +1,735 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 7,075 $649K <0.01% +3,032 13F-HR Timeline Group RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 7,049 $647K 0.47% +36 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 7,043 $646K 0.22% -844 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 6,987 $641K 0.65% -5,898 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. 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