Ulysses Management LLC More: the full row for Ulysses Management LLC 10,500 $3.03M 0.76% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 10,464 $3.02M 2.06% -165 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 10,457 $3.01M 0.42% -2,854 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 10,420 $3M 1.75% +18 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 10,331 $2.98M 3.24% +45 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 10,331 $2.98M 0.3% +251 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 10,300 $2.97M 1.85% +2,400 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 10,253 $2.95M 0.08% +1,237 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 10,244 $2.95M 0.06% -439 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 10,214 $2.94M 0.09% +1,404 13F-HR/A Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 10,210 $2.94M 1.06% +782 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 10,204 $2.94M 1.78% -55 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 10,193 $2.94M 0.31% +204 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 10,192 $2.94M 0.07% +7 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 10,140 $2.92M 0.71% +3,546 13F-HR/A Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 10,110 $2.91M 0.2% +388 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 9,515 $2.91M 0.25% -752 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 10,100 $2.91M 1.9% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 10,058 $2.9M 0.87% +10 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 10,056 $2.9M 0.24% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,033 $2.89M 0.3% +838 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 10,026 $2.89M 1.97% +64 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 9,971 $2.87M 0.8% +343 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 9,956 $2.87M 0.89% -1,247 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 9,950 $2.87M 1.37% +911 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 9,943 $2.87M 1.3% -646 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 9,905 $2.85M 1.16% +6,000 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 9,859 $2.84M 0.53% -109 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 9,845 $2.84M <0.01% +5,132 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 9,841 $2.84M 0.97% -5,754 13F-HR Timeline Coordinated Financial Services, Inc./CO More: the full row for Coordinated Financial Services, Inc./CO 9,809 $2.83M 2.17% 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 9,761 $2.81M 1.05% +6,700 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 9,725 $2.8M 0.98% +1,369 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 9,695 $2.79M 0.56% -1,940 13F-HR/A Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 9,674 $2.79M 0.52% +247 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 9,642 $2.78M 0.01% 0 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 9,633 $2.77M 0.17% +512 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 9,629 $2.77M 0.2% 0 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 9,491 $2.73M 0.7% -231 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 9,439 $2.72M 0.7% +480 13F-HR Timeline Group 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 9,430 $2.72M 1.02% +2,198 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 9,425 $2.72M 0.67% -7,855 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 9,412 $2.71M 1.31% -603 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 9,387 $2.7M 0.02% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 9,376 $2.7M 0.22% -115,386 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 9,463 $2.7M 0.09% +318 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 9,366 $2.7M 1.29% -1,158 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 9,364 $2.7M 1.29% -5,806 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 9,341 $2.69M 0.13% +204 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 9,327 $2.69M 0.42% -220 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 9,306 $2.68M 1.94% -78 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 9,292 $2.68M 0.19% +469 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 9,239 $2.66M 0.39% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 9,230 $2.66M 0.41% +870 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,201 $2.65M 0.15% -581 13F-HR Timeline Group Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 9,165 $2.64M 8.91% +3,500 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 9,163 $2.64M 0.86% +8,163 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 9,154 $2.64M 0.22% -316 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,144 $2.63M 0.2% +6,021 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 9,079 $2.62M 0.35% +461 13F-HR Timeline Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 9,073 $2.61M 1.43% -460 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 9,067 $2.61M 2.8% -1,196 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 9,066 $2.61M 0.01% -2 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 9,034 $2.6M 0.53% -988 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 9,018 $2.6M 0.68% +358 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 9,001 $2.59M 0.85% +3,258 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 8,998 $2.59M 0.27% -290 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 8,992 $2.59M 0.19% -692 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 8,953 $2.58M 0.23% +5,991 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 8,940 $2.58M 0.5% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 8,899 $2.56M 1.71% +86 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 8,770 $2.53M 0.67% +2,229 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 8,768 $2.53M 0.25% -788 13F-HR/A Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 8,755 $2.52M 0.9% -570 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 8,743 $2.52M 1.67% +1,139 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 8,682 $2.5M 0.73% -52 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 10,301 $2.49M 0.06% +33 13F-HR Timeline Group MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 8,655 $2.49M 0.34% +3,591 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 8,655 $2.49M 2.03% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 8,632 $2.48M 0.2% +6,936 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 6,545 $2.48M 0.78% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 8,547 $2.46M 0.6% -75 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,524 $2.46M 0.06% +2,789 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 8,495 $2.45M 0.28% +376 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 8,433 $2.43M 1.25% +20 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 8,421 $2.43M 0.03% -57 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 8,410 $2.42M 0.51% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 8,366 $2.41M 0.21% +4,828 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 8,358 $2.41M 0.27% +60 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 8,351 $2.41M 0.55% +2,275 13F-HR/A Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 8,314 $2.4M 0.28% -207 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 8,306 $2.39M 1.29% -116 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 8,305 $2.39M 0.81% -185 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 8,242 $2.37M 0.28% -1 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 8,236 $2.37M 0.86% -228 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 8,227 $2.37M 1.44% -385 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 8,221 $2.37M 1.2% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 8,199 $2.36M 0.34% +300 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 8,197 $2.36M 1.07% -3,038 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 8,175 $2.36M 1.23% -16 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 8,168 $2.35M 0.24% +590 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 8,151 $2.35M 1.34% +6,649 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 8,133 $2.34M 0.09% -22 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 8,121 $2.34M 0.14% +4,051 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 7,543 $2.32M 0.47% -10 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 8,049 $2.32M 0.84% +2,105 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 8,040 $2.32M 1.63% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 8,024 $2.31M 0.09% -5 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 7,612 $2.31M 0.02% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 8,020 $2.31M 0.61% +1 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 8,007 $2.31M <0.01% new 13F-HR Timeline Group Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 7,953 $2.29M 0.96% -227 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 7,940 $2.29M 0.18% +416 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 7,889 $2.27M 0.02% +1,458 13F-HR Timeline Group Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 7,882 $2.27M 1.25% +816 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,855 $2.26M 0.14% -20 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 7,838 $2.26M 0.13% +1,712 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 7,828 $2.26M 0.16% +3,639 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 7,834 $2.25M 0.61% +81 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 7,790 $2.24M 0.55% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 7,780 $2.24M 0.22% +428 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 7,762 $2.24M 1.01% -15 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 7,761 $2.24M 1.46% +715 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 7,740 $2.23M 0.83% +613 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 7,721 $2.22M 1.08% -679 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 7,678 $2.21M 2% +6 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,673 $2.21M 0.01% -103 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 7,658 $2.21M 0.38% -13 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,642 $2.2M 0.32% -2,037 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 7,615 $2.19M 0.31% +2,083 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 7,600 $2.19M 0.32% +1,107 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 7,566 $2.18M 0.03% +875 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 7,563 $2.18M 1.62% +1,926 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 8,997 $2.18M 1.77% 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 7,526 $2.17M 0.3% +669 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 7,520 $2.17M 1.03% +1,610 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 7,519 $2.17M 0.2% +3,019 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 7,596 $2.16M 0.09% -168 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 7,479 $2.15M 0.79% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,461 $2.15M 0.1% -2,419 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 7,435 $2.14M 0.96% +2,296 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 7,412 $2.14M 0.81% +1,167 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 7,393 $2.13M 0.71% +4,442 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 7,366 $2.12M 2.36% -663 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 7,308 $2.11M 1.87% -1,154 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 7,300 $2.1M 0.86% 0 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 7,210 $2.08M 0.27% -88 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 4,821 $2.07M 1.92% 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 7,183 $2.07M 0.44% -184 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 7,192 $2.07M 0.01% -6,974 13F-HR/A Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 7,064 $2.05M 0.56% +969 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 7,117 $2.05M 1.41% 0 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 7,094 $2.04M 0.93% -2,903 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 7,082 $2.04M 0.26% +2,377 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 7,078 $2.04M 0.67% -338 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 7,059 $2.03M 0.26% -3,781 13F-HR Timeline Group Addison Capital Co More: the full row for Addison Capital Co 7,037 $2.03M 0.79% -250 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 7,010 $2.02M 0.23% new 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 7,007 $2.02M 0.42% -2,703 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 6,995 $2.02M 1.52% -1,500 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 6,993 $2.01M 0.26% +407 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 6,970 $2.01M 0.58% +1,359 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 6,969 $2.01M 1.32% +572 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 6,941 $2M 4.86% -3,300 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 6,904 $1.99M 1.5% -159 13F-HR Timeline Ion Asset Management Ltd. More: the full row for Ion Asset Management Ltd. 6,895 $1.99M 0.15% 0 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 6,891 $1.99M 0.36% -357 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 6,887 $1.98M 0.78% +241 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,839 $1.97M 0.09% +36 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 6,822 $1.97M 0.43% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 8,114 $1.96M 0.65% 0 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 6,815 $1.96M 1.44% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 6,814 $1.96M 1.58% -40 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 6,813 $1.96M 0.35% -266 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 6,800 $1.96M 2.07% -151 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,797 $1.96M 0.06% +347 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 6,795 $1.96M 0.56% +4,479 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 6,788 $1.96M 0.3% +9 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 6,766 $1.95M 0.69% +69 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 6,764 $1.95M 0.79% +285 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 6,763 $1.95M 0.14% +82 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 6,291 $1.94M 0.16% +1,596 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,718 $1.94M 0.22% -22 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 6,703 $1.93M 1.37% new 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 6,667 $1.92M 1.21% -590 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,663 $1.92M 0.04% +474 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 6,661 $1.92M 0.28% 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 6,967 $1.91M 0.05% -82 13F-HR Timeline Herold Advisors, Inc. 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