SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 14,950 $510K 0.04% 0 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 16,319 $510K 0.12% 0 13F-HR Timeline NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 16,271 $509K 0.47% 0 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 16,217 $507K 0.06% -4,500 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 16,148 $505K 0.1% 0 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 16,121 $504K 0.02% -475 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 16,099 $503K 0.02% +126 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 16,067 $502K 0.13% +250 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 22,060 $500K 0.17% +9,072 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 15,980 $500K 0.22% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 15,940 $498K 0.07% -248 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. 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More: the full row for Highlander Partners, L.P. 14,000 $438K 0.15% 0 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 13,993 $438K 0.15% -632 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 13,977 $437K <0.01% 0 13F-HR Timeline Group UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 13,956 $436K 0.11% +3,204 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 13,940 $436K 0.02% +950 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 13,927 $435K 0.04% +37 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 13,879 $434K 0.15% +3 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. 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More: the full row for Arkfeld Wealth Strategies, L.L.C. 11,747 $372K 0.14% +12 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 11,886 $372K 0.18% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 11,838 $370K 0.17% -10 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 11,820 $370K 0.04% 0 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,813 $369K 0.01% -158 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 11,768 $368K 0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 11,748 $367K 0.07% 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 11,707 $366K 0.01% 0 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 11,703 $366K 0.08% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 11,957 $365K 0.01% -489 13F-HR Timeline Group CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 11,684 $365K 0.1% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 11,579 $362K 0.25% 0 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 11,500 $360K 0.02% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 11,461 $358K 0.09% +433 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 11,427 $357K 0.25% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 11,426 $357K 0.01% +1,931 13F-HR Timeline Group AFT, FORSYTH & COMPANY, INC. 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More: the full row for Corsicana & Co. 11,000 $344K 0.19% 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 10,895 $343K 0.28% -226 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 10,969 $343K 0.02% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 10,968 $343K <0.01% +1,895 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 10,963 $343K 0.03% +739 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,952 $342K 0.14% +183 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 10,945 $342K 0.01% -4,000 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 11,000 $341K 0.12% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 10,903 $341K 0.02% -389 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 10,937 $341K 0.02% -1,399 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 10,890 $341K 0.04% +6 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 10,787 $337K 0.06% -2,041 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 10,739 $336K 0.04% 0 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 10,730 $336K 0.13% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 10,702 $335K 0.07% +393 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 10,700 $335K 0.11% 0 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 10,653 $333K 0.05% +36 13F-HR Timeline CONNING INC. in group CONNING INC. 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