RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 16,000 $2.27M <0.01% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 15,904 $2.26M 0.02% -5 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 15,548 $2.21M <0.01% -241,686 13F-HR/A Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 15,542 $2.21M 0.03% 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 15,464 $2.19M 0.14% -457 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 15,144 $2.15M 0.48% +109 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 15,083 $2.14M <0.01% -1,324 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 15,068 $2.14M 0.04% -2,540 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 14,996 $2.13M 0.03% -51 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 14,579 $2.07M 0.48% new 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 14,490 $2.06M 0.21% +1,085 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 14,400 $2.04M 0.56% +35 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 13,609 $1.93M 1.12% -4,000 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 13,583 $1.93M 0.07% +7,142 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 13,533 $1.92M 0.13% +12 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 13,151 $1.87M 0.34% +4 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 13,115 $1.86M 0.11% -28 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 12,732 $1.81M <0.01% +422 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 12,670 $1.8M 0.1% -246 13F-HR Timeline Group Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 12,440 $1.77M 0.14% +1,058 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 12,438 $1.76M 0.01% -1,114 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 12,249 $1.74M 0.26% -1,152 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 12,178 $1.73M 0.02% +7,348 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 12,133 $1.72M 0.05% -19 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 12,080 $1.71M 1.34% -300 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 12,059 $1.71M 0.02% -1,418 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 11,967 $1.66M 0.03% -848 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,488 $1.63M 0.02% +746 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 12,954 $1.62M 0.07% -93 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 11,291 $1.6M 0.1% -157 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 10,948 $1.55M 0.04% 0 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 10,826 $1.54M 0.02% -48 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 10,784 $1.53M <0.01% +409 13F-HR Timeline Group TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 10,687 $1.52M 0.19% 0 13F-HR/A Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 10,586 $1.5M 0.1% -175 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 10,534 $1.49M 0.01% -1,368 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 10,517 $1.49M 0.05% -367 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 10,436 $1.48M 0.46% +296 13F-HR Timeline Group Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 10,401 $1.48M 0.44% -79,907 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 10,244 $1.45M 0.9% +757 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 10,072 $1.43M 0.19% -156 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,881 $1.4M 0.01% -1,871 13F-HR Timeline Group Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 9,795 $1.39M 0.85% -55 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 9,757 $1.38M 0.07% -250 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 9,748 $1.38M 0.63% +1,076 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 9,493 $1.35M 0.04% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,125 $1.29M 0.01% -455 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 9,077 $1.29M 0.03% new 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,981 $1.27M 0.02% -265 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,938 $1.27M 0.02% +327 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 8,905 $1.26M 0.01% +503 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,818 $1.25M 0.04% -1 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 8,794 $1.25M <0.01% +3,337 13F-HR Timeline Group American Trust More: the full row for American Trust 8,768 $1.24M 0.1% -534 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 8,691 $1.23M <0.01% -316 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,667 $1.23M 0.01% +1 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,615 $1.21M 0.07% new 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 8,471 $1.2M 0.24% -3,271 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 8,415 $1.19M 0.02% new 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 8,353 $1.19M <0.01% new 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 8,350 $1.18M 0.18% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 8,262 $1.17M 0.23% +301 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 8,112 $1.15M 0.11% -297 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 7,961 $1.13M 0.55% -462 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 7,960 $1.13M 0.06% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 7,838 $1.11M 0.01% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 7,658 $1.09M 0.09% -119 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 7,616 $1.08M 0.08% +14 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 7,441 $1.06M 0.71% -96 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 7,283 $1.03M 0.18% +11 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 7,226 $1.03M 0.87% new 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 7,075 $1M 0.19% 0 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 6,962 $988K 0.49% -43,182 13F-HR/A Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 6,913 $981K 0.4% 0 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 6,819 $968K 0.17% 0 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 6,803 $966K 0.41% +11 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 6,787 $963K 0.08% -10 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,771 $961K <0.01% -90 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 6,718 $953K 0.08% +14 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,715 $953K <0.01% -4,080 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,685 $949K <0.01% +21 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,613 $938K 0.04% +160 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,508 $923K 0.01% +2 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,424 $912K 0.05% -9 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 6,411 $910K 0.04% -72 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,379 $905K 0.02% -543 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 6,318 $896K 0.31% +513 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 6,270 $890K 0.04% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,179 $877K 0.07% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 6,083 $863K 0.01% new 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,015 $853K 0.07% -825 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,994 $850K 0.04% new 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 5,961 $846K +3,806 Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 5,813 $825K 0.5% -261 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 5,779 $820K 0.16% new 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 5,779 $820K 0.16% 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 5,779 $820K 0.29% -471,942 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 5,755 $817K <0.01% 0 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 5,749 $816K 0.17% 0 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 5,743 $815K 0.37% +2,743 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,717 $811K 0.04% -2,223 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 5,486 $778K 0.24% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 5,343 $758K 0.21% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,325 $756K 0.01% -359 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 5,289 $750K 0.02% -2,869 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,171 $734K 0.03% +72 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,148 $730K 0.05% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,127 $727K <0.01% +1,089 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,057 $718K 0.01% -1,281 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5,048 $716K 0.07% +1,327 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 5,026 $713K 0.57% +1,982 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 5,010 $711K 0.28% -288 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,010 $711K 0.05% -89 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,000 $709K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,987 $708K 0.02% +1,549 13F-HR Timeline Group Tepp RIA, LLC More: the full row for Tepp RIA, LLC 4,955 $703K 0.48% +7 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,944 $702K 0.02% +30 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 6,449 $694K 0.71% +810 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 4,784 $679K 0.09% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 4,696 $666K 0.01% 0 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 4,684 $665K 0.02% -500 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 4,666 $662K 0.32% +180 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 4,627 $657K 0.11% -42 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,617 $655K 0.2% +9 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,604 $653K <0.01% -22,957 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4,593 $652K 0.06% +1,152 13F-HR Timeline Group OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 4,587 $651K -4 Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,553 $646K <0.01% +12 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 4,547 $644K <0.01% +1,009 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,537 $644K 0.01% +187 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,522 $642K <0.01% +1,736 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,419 $627K 0.04% +580 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,400 $624K <0.01% +451 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 4,368 $620K 0.19% -1,750 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,355 $618K <0.01% +40 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 4,330 $614K 0.08% 0 13F-HR/A Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,329 $614K 0.02% -109 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 4,327 $614K 0.19% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,308 $611K 0.05% -57 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 4,280 $607K 0.04% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,268 $606K 0.01% 0 13F-HR Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 4,247 $603K 1.7% +10 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 4,213 $598K <0.01% -741 13F-HR Timeline Group Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 4,193 $595K 0.1% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 4,160 $590K <0.01% -617 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,153 $589K <0.01% -120 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 4,077 $578K 0.04% 0 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 4,050 $575K 0.2% 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,030 $572K 0.05% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,966 $563K 0.01% -87 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,954 $561K 0.05% -255 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,935 $558K 0.07% 0 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 3,923 $557K 0.09% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,875 $550K 0.1% -3 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,872 $549K 0.01% -72 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,839 $545K 0.06% 0 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 3,787 $537K 0.08% -661 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 3,759 $533K 0.18% -66 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,720 $528K 0.05% -89 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,714 $527K <0.01% +285 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,663 $520K 0.01% -51 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,629 $515K 0.22% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,604 $511K 0.11% -172 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,591 $510K 0.02% +1,691 13F-HR Timeline Group Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 3,531 $500K 0.1% 0 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 3,525 $500K 0.45% 0 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,500 $497K 0.08% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 3,459 $491K 0.05% 0 13F-HR/A Timeline CROSSPOINT FINANCIAL, LLC More: the full row for CROSSPOINT FINANCIAL, LLC 3,454 $490K 1.12% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,345 $475K 0.02% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,342 $474K 0.01% +521 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 3,251 $464K 0.11% +8 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,264 $463K <0.01% -197 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 3,248 $461K 0.25% -3 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,241 $460K 0.02% +45 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,219 $457K 0.1% +660 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 3,182 $451K 0.05% -1,253 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 3,165 $449K 0.1% -257 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 3,159 $448K 0.03% -440 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,153 $447K 0.03% -328 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,151 $447K 0.01% 0 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 3,130 $444K 0.08% -11 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 3,118 $442K 0.33% -41 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,093 $439K 0.02% new 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 3,085 $438K 0.03% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,076 $436K <0.01% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,075 $436K <0.01% -16 13F-HR Timeline Group Ausdal Financial Partners, Inc. 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More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 2,958 $420K 0.1% 0 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 2,950 $419K 0.28% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,892 $410K 0.01% -92 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,870 $407K <0.01% -64 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,856 $405K 0.06% -484 13F-HR Timeline