Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,111 $392K 0.2% +24 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,110 $391K 0.13% -1,130 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 1,105 $390K 0.03% +35 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,102 $389K 0.05% +82 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,100 $388K 0.02% +122 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,100 $388K 0.04% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,097 $387K 0.21% +241 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,096 $386K 0.04% -4 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,096 $386K 0.09% +90 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,095 $386K 0.01% +45 13F-HR Timeline Group TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,090 $384K 0.04% +20 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 1,087 $383K 0.19% +38 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,085 $383K 0.19% -121 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 1,084 $382K 0.25% new 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,080 $381K 0.05% 0 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,077 $380K 0.28% +150 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 1,076 $379K 0.11% +165 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 1,075 $379K 0.2% 0 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 1,058 $378K 0.01% -360 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 1,070 $377K <0.01% -12,632 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 1,070 $377K 0.13% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,067 $376K 0.05% +202 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,066 $376K 0.04% +67 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 1,061 $374K 0.01% new 13F-HR/A Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,061 $374K 0.05% 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,057 $373K 0.06% +96 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,054 $372K 0.2% +218 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 1,053 $371K 0.48% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,051 $370K <0.01% +394 13F-HR Timeline Grassi Investment Management More: the full row for Grassi Investment Management 1,050 $370K 0.03% +350 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,048 $370K 0.01% +88 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,046 $369K 0.02% +137 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,040 $367K 0.01% -254 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 1,039 $366K 0.32% +148 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,038 $366K 0.06% +22 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,036 $365K 0.02% +199 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,030 $363K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,029 $363K 0.02% +289 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,022 $360K 0.05% +306 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,021 $360K 0.01% -454 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,018 $359K 0.1% +366 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,012 $357K 0.19% +10 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,010 $356K 0.18% +10 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,009 $356K 0.01% +30 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 1,008 $355K 0.05% +28 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 1,005 $354K 0.06% +5 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 1,005 $354K 0.26% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,003 $354K 0.02% -115 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 1,002 $353K 0.14% +3 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,000 $353K 0.07% 0 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 1,001 $353K 0.03% +1 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 1,000 $353K 0.17% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,000 $353K <0.01% 0 13F-HR Timeline Group HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 1,000 $353K 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 1,000 $353K 0.28% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,000 $353K 0.17% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,000 $353K 0.09% 0 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 997 $352K 0.3% 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 996 $351K 0.09% +167 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 993 $350K 0.16% -139 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 993 $350K 0.08% +75 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 987 $348K 0.03% +139 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 944 $348K 0.03% -16 13F-HR Timeline Group NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 982 $346K 0.11% +75 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 982 $346K 0.24% 0 13F-HR Timeline Impact Asset Management GmbH More: the full row for Impact Asset Management GmbH 976 $344K 0.13% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 971 $342K 0.1% 0 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 968 $341K 0.13% +156 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 966 $341K 0.01% new 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 966 $341K 0.05% -28 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 965 $340K 0.1% -100 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 962 $339K 0.04% +61 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 962 $339K 0.02% +213 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 961 $339K 0.07% -7 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 960 $338K 0.02% -10 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 959 $338K 0.01% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 960 $338K 0.28% +15 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 958 $338K 0.07% new 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 956 $337K 0.02% +147 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 952 $336K 0.07% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 951 $335K 0.04% +226 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 949 $335K 0.02% +149 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 948 $334K 0.07% +59 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 943 $332K 0.13% +121 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 942 $332K <0.01% new 13F-HR Timeline Group Quartz Partners, LLC More: the full row for Quartz Partners, LLC 942 $332K 0.2% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 938 $331K 0.26% -250 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 935 $330K 0.01% +147 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 933 $329K 0.04% +642 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 920 $327K 0.02% +302 13F-HR Timeline Group PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 927 $327K 0.21% -123 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 926 $326K 0.1% -50 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 926 $326K 0.18% -12 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 925 $326K 0.02% +21 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 924 $326K 0.01% +255 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 915 $323K 0.23% new 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 914 $322K 0.06% 0 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 910 $321K 0.07% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 909 $320K 0.12% -155 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 908 $320K 0.28% 0 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 908 $320K 0.19% +58 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 907 $320K <0.01% -147 13F-HR Timeline Group Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 904 $319K 0.36% -1,122 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 902 $318K 0.12% +135 13F-HR Timeline CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 900 $317K 0.15% new 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 900 $317K 0.03% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 898 $317K 0.01% +47 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 892 $315K 0.04% new 13F-HR/A Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 887 $313K 0.08% -63 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 887 $313K 0.17% 0 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 876 $309K 0.1% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 874 $308K 0.09% +35 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 874 $308K 0.05% +49 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 872 $307K 0.01% +85 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 866 $305K 0.25% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 865 $305K 0.01% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 860 $303K <0.01% +30 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 859 $303K 0.01% +200 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 853 $301K <0.01% +23 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 852 $300K 0.03% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 851 $300K 0.02% +159 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 851 $300K 0.08% -3,260 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 839 $300K 0.01% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 846 $298K 0.11% +60 13F-HR Timeline Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 845 $298K 0.34% -5,203 13F-HR Timeline Essex LLC More: the full row for Essex LLC 844 $298K 0.06% -2 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 840 $296K 0.06% -160 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 839 $296K 0.1% new 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 836 $295K <0.01% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 836 $295K 0.04% new 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 836 $295K 0.15% +132 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 834 $294K 0.01% -113 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 832 $293K 0.03% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 809 $293K 0.07% -1,689 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 828 $292K 0.03% +90 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 825 $291K 0.05% +5 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 825 $291K 0.06% new 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 822 $290K 0.19% -64 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 820 $289K 0.01% new 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 814 $287K 0.09% +126 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 803 $283K 0.09% new 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 803 $283K 0.26% -3,176 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 802 $283K 0.29% +47 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 792 $283K 0.04% -300 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 800 $282K 0.14% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 793 $280K 0.02% +51 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 791 $279K 0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 784 $276K 0.04% +66 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 627 $276K 0.08% new 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 782 $276K 0.06% +51 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 782 $276K 0.07% -3,952 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 781 $275K 0.31% new 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 779 $275K 0.18% +3 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 778 $274K 0.03% +26 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 776 $274K 0.28% -144 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 775 $273K 0.11% +60 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 646 $273K 0.05% new 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 772 $272K 0.81% -148 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 772 $272K 0.07% -4,723 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 771 $272K 0.02% -326 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 771 $272K 0.07% -11 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 771 $272K 0.17% -40 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 765 $272K 0.05% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 769 $271K 0.24% +197 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 629 $271K 0.04% -56 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 761 $271K 0.11% -211 13F-HR Timeline Security National Bank More: the full row for Security National Bank 765 $270K 0.05% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 726 $270K 0.01% +5 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 764 $269K <0.01% +109 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 765 $269K 0.16% +310 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 758 $267K 0.18% -200 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 757 $267K 0.01% +436 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 755 $266K 0.12% -325 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 754 $266K 0.03% +196 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 754 $266K 0.02% -5 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 753 $265K 0.03% +298 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 752 $265K 0.13% -55 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 751 $265K 0.04% +147 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 750 $264K 0.01% -121 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 750 $264K 0.03% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 750 $264K 0.15% new 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 750 $264K 0.01% 0 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 750 $264K 0.02% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 750 $264K 0.1% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 747 $263K 0.02% +20 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 747 $263K 0.03% +144 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 747 $263K 0.19% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 740 $261K 0.03% -25 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 740 $261K 0.1% -88 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 739 $260K 0.03% new 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 738 $260K 0.1% -1 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 737 $260K 0.21% +21 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 736 $259K 0.04% -32 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 735 $259K 0.14% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 735 $259K 0.02% +88 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 734 $259K 0.01% +137 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 728 $257K 0.06% +50 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 723 $255K 0.08% +63 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 721 $254K 0.09% +67 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 719 $254K 0.12% -264 13F-HR Timeline