INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,246 $590K 0.01% +6 13F-HR/A Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,246 $590K 0.01% 0 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 1,246 $590K 0.01% -45,630 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,239 $586K 0.17% -494 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,198 $585K 0.01% +578 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 1,222 $578K <0.01% new 13F-HR Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,214 $575K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,212 $574K 0.04% -237 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,208 $572K 0.01% +138 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 1,202 $569K -12,535 Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,199 $567K 0.05% -57 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,197 $566K 0.01% +124 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 1,194 $565K 0.14% -15 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,190 $563K 0.05% -21 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,190 $563K 0.05% +3 13F-HR Timeline Caldwell Investment Management Ltd. More: the full row for Caldwell Investment Management Ltd. 1,200 $562K 0.22% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,186 $561K 0.04% +214 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 1,184 $560K 9.59% 0 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 1,181 $559K 0.1% -281 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 1,180 $558K 0.45% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,174 $556K 0.22% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CERTUITY, LLC More: the full row for CERTUITY, LLC 1,168 $553K 0.04% +9 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 1,167 $552K 0.51% +51 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,167 $552K 0.01% +178 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,166 $552K 0.01% +209 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,163 $550K 0.02% 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,160 $549K 0.08% +156 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,144 $541K 0.09% +158 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,141 $540K <0.01% -43 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,156 $540K 0.03% 0 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 1,140 $540K 0.23% -56 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,138 $539K 0.11% -78 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,137 $538K 0.01% +159 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 1,128 $534K 0.01% -1,360 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 1,128 $534K 0.21% new 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,127 $533K 0.16% 0 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 1,126 $533K 0.13% +626 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 1,114 $527K 0.31% -5 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,101 $521K 0.02% -24 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,101 $521K 0.05% +7 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 1,097 $519K 0.23% -100 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,190 $517K 0.04% -12 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,082 $512K 0.14% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,077 $510K 0.02% -164 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,071 $507K 0.1% -17 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,063 $503K 0.03% -21 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 1,061 $502K 0.19% +24 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,050 $497K 0.07% -42 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,047 $495K 0.07% +168 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,045 $495K 0.28% +2 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,044 $494K 0.02% -442 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,044 $494K 0.11% -54 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,043 $494K 0.01% -105 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,043 $494K 0.01% +7 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,039 $492K 0.04% +108 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,037 $491K 0.01% +197 13F-HR Timeline American Trust More: the full row for American Trust 1,036 $490K 0.04% -70 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 1,030 $487K 0.06% +111 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,022 $484K 0.09% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 991 $480K 0.05% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,158 $478K 0.03% -27 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,009 $477K 0.06% +45 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,000 $473K 0.01% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 992 $469K 0.01% +86 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 991 $469K 0.43% -57 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 989 $468K 0.28% -487 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 976 $462K 0.09% +4 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 973 $460K 0.02% +92 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 972 $460K 0.06% -22 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 970 $459K 0.02% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 965 $457K 0.01% -105 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 961 $455K 0.02% -113 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 961 $455K 0.07% +12 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 956 $452K 0.04% -2 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 956 $452K 0.01% +151 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 954 $451K 0.03% new 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 953 $451K 0.24% +17 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 949 $449K 0.01% +396 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 943 $446K 0.09% -22 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 942 $446K 0.44% +226 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,031 $443K 0.01% +143 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 934 $442K 0.15% -298 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 935 $442K 0.01% +38 13F-HR/A Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 929 $440K 0.02% -35 13F-HR Timeline Militia Capital Management LLC in group Militia Capital Management LLC More: the full row for Militia Capital Management LLC 923 $437K 0.1% 13F-HR/A Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 921 $436K 0.06% -12 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 915 $433K +25 Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 914 $433K 0.01% +534 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 907 $430K 0.01% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 911 $428K 0.04% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 899 $425K 0.04% +90 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 898 $425K 0.03% -2 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 891 $422K 0.14% +11 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 891 $422K 0.17% 0 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 883 $418K 0.02% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 880 $417K 0.02% +395 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 849 $416K 0.18% +78 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 889 $415K 0.04% +44 13F-HR Timeline Group Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 876 $415K 0.08% -14 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 875 $414K 0.03% +7 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 873 $413K 0.21% -63 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 867 $410K 0.11% -332 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 866 $410K 0.08% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 865 $410K 0.02% -66 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 863 $408K 0.08% 0 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 862 $408K 0.2% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 860 $407K 0.02% -6 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 858 $406K 0.05% +4 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 855 $405K 0.04% +131 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 855 $405K 0.09% 0 13F-HR Timeline Group HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 845 $400K 0.1% +1 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 844 $399K 0.01% new 13F-HR/A Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 836 $396K 0.05% +257 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 835 $395K 0.03% +100 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 831 $393K 0.19% -189 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 828 $392K 0.03% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 828 $392K 0.05% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 824 $390K 0.07% +228 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 820 $388K 0.24% +140 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $388K 0.17% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Centiva Capital, LP More: the full row for Centiva Capital, LP 817 $387K 0.02% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 809 $383K <0.01% +30 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 802 $380K 0.11% +105 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 802 $380K 0.03% +9 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 800 $379K 0.03% 0 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 800 $379K 0.09% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 803 $379K 0.02% -33 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 800 $379K 0.01% +74 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 796 $377K 0.05% -214 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 788 $373K <0.01% -578 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 788 $373K 0.06% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 787 $372K 0.03% +37 13F-HR Timeline Group Lee Financial Co More: the full row for Lee Financial Co 782 $370K 0.05% 0 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 782 $370K 0.04% +130 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 778 $368K 0.02% -362 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 772 $365K 0.01% -600 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 764 $362K 0.11% +15 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 764 $362K 0.01% 0 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 764 $362K 0.36% +496 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 756 $358K 0.01% +37 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 753 $356K 0.01% -1 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 753 $356K 0.01% -179 13F-HR Timeline Group Altar Rock LLC More: the full row for Altar Rock LLC 752 $356K 0.42% -17 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 752 $356K 0.01% +9 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 749 $356K 0.01% +114 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 745 $353K 0.18% +8 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 742 $351K 0.04% -38 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 741 $351K 0.01% -81 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 738 $349K 0.02% new 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 738 $349K 0.01% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 737 $349K 0.01% +61 13F-HR/A Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 735 $348K 0.23% +2 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 732 $346K 0.03% +78 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 732 $346K 0.06% -1 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 728 $345K 0.53% new 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 727 $344K 0.21% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 726 $344K 0.01% +303 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Select Asset Management & Trust More: the full row for Select Asset Management & Trust 723 $342K 0.11% -1,022 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 760 $339K 0.07% -6 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 710 $336K 0.11% -233 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 707 $335K 0.08% +20 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 703 $333K 0.02% -85 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 703 $332K 0.13% -81 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 702 $332K 0.05% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 701 $332K 0.01% -288 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 697 $330K 0.12% -1,721 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 684 $324K 0.04% -65 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 676 $320K 0.03% +519 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 676 $320K 0.05% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 673 $318K 0.01% +10 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 670 $317K 0.04% +81 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 727 $316K 0.01% new 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 668 $316K 0.02% +166 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 665 $315K 0.11% 0 13F-HR Timeline Group Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 663 $314K 0.07% -8 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 662 $313K 0.02% 0 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 662 $313K 0.17% 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 660 $312K 0.17% 0 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 655 $310K 0.05% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 655 $310K 0.01% -116 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 661 $309K 0.02% -184 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 653 $309K 0.02% -114 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 652 $309K 0.04% +121 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 651 $308K 0.05% +49 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 650 $308K 0.3% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 646 $306K 0.02% -13 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 640 $303K 0.04% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 639 $302K 0.03% +77 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 625 $296K 0.07% 0 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 622 $294K 0.04% +125 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 621 $294K 0.01% -62 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 621 $294K 0.09% +23 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 621 $294K 0.05% +62 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 620 $293K 0.18% -45 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 620 $293K <0.01% +329 13F-HR Timeline Group Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 616 $292K 0.06% +1 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 620 $290K 0.04% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 610 $289K 0.02% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 607 $287K 0.02% -42 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 607 $287K 0.03% 0 13F-HR Timeline