Owen LaRue, LLC More: the full row for Owen LaRue, LLC 1,980 $677K 0.35% -2 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,975 $676K 0.01% +87 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,974 $675K 0.04% +27 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,964 $672K 0.01% +642 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,963 $672K 0.05% +306 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,962 $671K 0.02% +782 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,944 $665K 0.1% -15 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,936 $663K 0.01% +158 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,937 $663K 0.04% +152 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 2,004 $662K 0.02% 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,924 $658K 0.01% +668 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,916 $656K 0.01% +439 13F-HR Timeline MIZUHO FINANCIAL GROUP INC group of 3 filers holding More: the full row for MIZUHO FINANCIAL GROUP INC 1,887 $653K -12,190 Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,899 $650K 0.03% +355 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,896 $649K 0.14% -20 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 1,896 $649K 0.04% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,882 $644K 0.04% new 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 1,880 $643K 0.07% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,878 $642K 0.03% -100 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,874 $641K 0.56% 0 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,871 $640K 0.21% 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 1,868 $639K 0.13% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,868 $639K 0.23% +15 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,863 $637K 0.04% +695 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,856 $635K 0.08% +4 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,848 $632K 0.02% 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,840 $630K 0.47% +55 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 1,838 $629K 0.01% +4 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,799 $628K 0.06% -15 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 1,809 $619K 0.03% new 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,800 $616K 0.07% 0 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,775 $607K 0.4% +19 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,759 $602K 0.04% -173 13F-HR Timeline Group Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 1,755 $600K 0.05% +265 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,750 $599K 0.25% +250 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 1,725 $590K 0.1% 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,723 $590K 0.41% 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,714 $586K 0.11% -70 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,714 $586K 0.15% -919 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 1,700 $582K 0.86% 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,700 $582K 0.04% -123 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,688 $578K 0.04% +190 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,677 $574K 0.22% +50 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,674 $573K 0.01% -384 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,671 $572K 0.02% -172 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,667 $570K +209 Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,307 $570K 0.07% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,508 $570K 0.04% +26 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,662 $569K 0.05% +91 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 1,658 $567K 0.4% +5 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 1,650 $566K 0.01% -333 13F-HR Timeline Group Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,650 $565K 0.09% -150 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 1,650 $565K 0.27% 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,647 $564K 0.06% +21 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,644 $563K 0.21% +388 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,635 $560K 0.56% 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 1,635 $559K 0.31% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,635 $559K -250 Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,633 $559K 0.03% +174 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 1,604 $557K 0.12% +340 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 1,626 $556K 0.23% 0 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 1,625 $556K 0.16% -20 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,616 $553K 0.04% -130 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,612 $552K 0.03% -30 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,606 $550K 0.1% -426 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,604 $549K 0.16% +55 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,592 $545K 0.04% +5 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,592 $545K 0.04% -350 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,589 $544K 0.18% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,587 $543K 0.02% +299 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,578 $540K 0.02% -221 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 1,574 $539K 0.51% 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,570 $537K 0.05% +500 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,570 $537K 0.17% -21 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,568 $536K 0.12% -1,268 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,562 $534K 0.07% -51 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 1,554 $532K 0.02% +89 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 1,551 $531K 0.29% +5 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,546 $529K 0.07% -4,284 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 1,544 $528K 0.47% 13F-HR Timeline Exane Asset Management More: the full row for Exane Asset Management 1,491 $528K 0.3% -2,009 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,538 $526K 0.32% -49 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,495 $523K 0.01% +621 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 1,518 $519K 0.02% -454 13F-HR Timeline Group Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,500 $513K 0.56% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,500 $513K 0.31% 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,497 $512K 0.07% +152 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,495 $512K 0.32% -530 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,492 $511K 0.02% -82 13F-HR Timeline Group Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,485 $508K 0.11% -1,626 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,475 $505K 0.02% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,474 $504K 0.05% -3 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,459 $499K 0.25% +134 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,458 $499K 0.06% +116 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,456 $498K 0.05% +433 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,454 $498K 0.04% +124 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 1,452 $497K +548 Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,451 $496K 0.04% -38 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,451 $496K 0.05% +145 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,450 $496K 0.11% +50 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 1,418 $495K 0.01% -7,483 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 1,441 $493K 0.02% +379 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,433 $490K 0.03% -2,201 13F-HR Timeline Group Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 1,430 $489K 0.11% -2,770 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 1,429 $489K 0.01% +67 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,428 $489K 0.03% +53 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 1,425 $488K 0.09% -700 13F-HR/A Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,426 $488K 0.27% +100 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,425 $488K 0.36% 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,421 $486K 0.07% -502 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 1,417 $485K 0.31% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,415 $484K 0.1% -36 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,407 $481K 0.11% +67 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 1,402 $480K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,395 $477K 0.23% +36 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 1,385 $474K 0.07% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,382 $473K 0.12% -51 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 1,378 $471K 0.07% +120 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,377 $471K 0.02% -143 13F-HR Timeline Group Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,367 $468K 0.09% +41 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,360 $465K 0.02% +88 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,359 $465K 0.08% +50 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 1,359 $465K 0.24% -30 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,358 $465K 0.03% +181 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,347 $461K 0.32% +44 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,345 $460K 0.07% new 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,341 $459K 0.21% -36 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,330 $455K 0.03% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,320 $452K 0.04% +7 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,312 $449K 0.05% +32 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,309 $448K 0.03% +25 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,281 $447K 0.08% +332 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,303 $446K 0.22% +172 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,238 $446K 0.06% +50 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 1,300 $445K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,294 $443K 0.01% -6,144 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,180 $442K 0.13% 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 1,290 $441K 0.18% +322 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,280 $438K 0.02% -410 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,276 $437K 0.12% +352 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 1,274 $436K 0.18% 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,271 $435K 0.04% -291 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,268 $434K 0.12% -47 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 1,265 $433K 0.09% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,258 $430K 0.01% +13 13F-HR/A Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,246 $426K 0.16% -195 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,245 $426K 0.12% +345 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,239 $424K 0.04% new 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,239 $424K 0.07% +50 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,236 $423K 0.01% +14 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 1,236 $423K 0.39% 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 1,234 $422K 0.12% +185 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 1,224 $419K 0.19% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,223 $418K 0.04% +458 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 1,220 $417K 0.3% -50 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,218 $417K 0.07% +80 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,206 $413K 0.21% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,200 $411K 0.01% 0 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 1,200 $411K 0.04% 0 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 1,199 $410K <0.01% new 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,198 $410K 0.01% -144 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,197 $410K <0.01% -114 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,190 $407K 0.05% +238 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,188 $407K 0.29% +32 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 1,174 $402K 0.31% -224 13F-HR Timeline Avitas Wealth Management LLC More: the full row for Avitas Wealth Management LLC 1,172 $401K 0.06% -28 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,171 $401K 0.05% +5 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 1,165 $399K 0.2% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,157 $396K 0.01% -14 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 1,155 $395K 0.06% -18 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,146 $392K 0.12% +4 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,140 $390K 0.06% +88 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,137 $389K 0.01% +91 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 1,136 $389K 0.3% 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,135 $388K 0.25% +75 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,135 $388K 0.06% new 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,132 $387K 0.17% 0 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,128 $386K 0.33% 0 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 1,125 $385K 0.15% 0 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,123 $384K 0.03% +6 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,118 $382K 0.02% +329 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,039 $381K 0.06% -284 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,112 $380K 0.04% new 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,105 $378K 0.02% +44 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,100 $376K 0.03% +149 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,098 $376K 0.02% new 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,097 $375K 0.03% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,097 $375K 0.01% -179 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 1,096 $375K 0.59% +2 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,092 $374K 0.04% +300 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,087 $372K 0.15% -42 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1,085 $371K 0.13% 0 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 1,081 $370K 0.05% -138 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,080 $370K 0.05% +10 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,080 $370K 0.23% new 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 1,075 $368K 0.07% +248 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 1,075 $368K 0.18% +208 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 1,070 $366K 0.03% +325 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 1,070 $366K 0.13% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,070 $366K 0.04% -197 13F-HR Timeline