WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 5,300 $531K 0.02% new 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,296 $531K 0.01% +2,212 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 5,000 $530K 0.21% 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 5,283 $530K 0.07% -695 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,266 $528K 0.02% -721 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 5,234 $525K 0.05% -110,862 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,217 $523K 0.02% new 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 5,210 $522K 0.08% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,202 $522K 0.02% +1,101 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 5,200 $521K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,148 $516K 0.01% -38,718 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,101 $512K 0.01% +1,265 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,706 $511K 0.03% -5,622 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 5,075 $509K 0.13% -249 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,061 $508K 0.01% -280 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 5,047 $506K 0.28% +450 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,033 $505K 0.01% +1 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5,030 $504K 0.15% +1,903 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,016 $503K 0.01% +1,922 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,949 $496K 0.09% +466 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 4,898 $491K 0.4% -1,050 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 4,872 $489K 0.07% +1,278 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,870 $488K 0.01% +741 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,868 $488K 0.01% +54 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 4,792 $481K 0.05% +406 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,775 $479K 0.03% +417 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 4,766 $478K 0.22% new 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 4,759 $477K 0.29% +422 13F-HR Timeline Carlyle Group Inc. in group Carlyle Group Inc. More: the full row for Carlyle Group Inc. 4,733 $475K <0.01% +1,357 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,727 $474K 0.01% -45 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,721 $473K 0.03% +1,309 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,612 $470K 0.03% -3,408 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 4,650 $468K 0.26% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 4,532 $454K 0.1% -244 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,472 $448K <0.01% -51 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 4,441 $445K 0.06% +132 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,423 $444K 0.04% +791 13F-HR Timeline LSP Investment Advisors, LLC in group LSP Investment Advisors, LLC More: the full row for LSP Investment Advisors, LLC 4,364 $438K 0.4% 0 13F-HR Timeline Group Atom Investors LP More: the full row for Atom Investors LP 4,364 $438K 0.04% -38,200 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,298 $431K 0.01% -166 13F-HR Timeline Group Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 4,530 $430K 0.22% -2,480 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 4,270 $428K 0.28% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,263 $427K 0.04% +304 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,237 $425K 0.03% +525 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,216 $423K 0.06% +1,018 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,198 $421K 0.01% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,171 $418K 0.03% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 4,132 $414K 0.01% -2,105 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 4,046 $406K <0.01% -6,693 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,005 $402K 0.01% +246 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 4,004 $402K 0.03% -688 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,996 $401K <0.01% -69,962 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,985 $400K 0.01% +493 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 3,985 $400K 0.02% +600 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 3,944 $396K 0.22% +21 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,915 $393K 0.02% +790 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,847 $386K 0.01% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,845 $386K 0.03% -83 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 3,824 $383K 0.13% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,800 $381K 0.01% 0 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 3,789 $380K 0.07% -193 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,788 $380K <0.01% +617 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,293 $379K 0.01% -2,964 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,775 $379K 0.01% new 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 3,767 $378K 0.17% -17,355 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,745 $376K 0.01% +54 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,736 $375K 0.05% +457 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,729 $374K 0.01% +165 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,724 $373K 0.02% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,706 $372K 0.02% -52 13F-HR Timeline JUPITER ASSET MANAGEMENT LTD in group JUPITER ASSET MANAGEMENT LTD More: the full row for JUPITER ASSET MANAGEMENT LTD 3,688 $370K <0.01% 0 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,681 $369K 0.01% -1,122 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,678 $369K 0.01% -2,130 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,673 $368K 0.02% +207 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 3,595 $361K 0.08% +374 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,584 $359K 0.03% -387 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 3,574 $358K 0.16% +557 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,517 $358K <0.01% -238 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,569 $358K 0.02% +532 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,556 $356K <0.01% -198 13F-HR Timeline Group Massar Capital Management, LP More: the full row for Massar Capital Management, LP 3,540 $355K 0.12% -33,308 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 3,533 $354K 0.11% +520 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,512 $352K 0.03% -283 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,507 $352K 0.01% +582 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,505 $351K 0.01% +135 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 3,466 $348K 0.04% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,137 $345K 0.08% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,410 $342K 0.01% new 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,410 $342K 0.01% new 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 3,402 $341K 0.01% new 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,396 $341K <0.01% +2,502 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 3,644 $339K 0.11% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,373 $338K 0.02% -232 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,362 $337K <0.01% +325 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,362 $337K 0.01% new 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 3,357 $337K 0.03% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,337 $335K 0.03% +227 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 3,337 $335K 0.09% -708 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 3,329 $334K 0.13% new 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 3,327 $334K 0.26% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,323 $333K 0.01% +176 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 3,319 $333K 0.12% +42 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 3,312 $332K 0.03% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 3,287 $330K 0.02% +3,262 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 3,214 $322K 0.05% new 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 3,208 $322K 0.12% +128 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,206 $321K 0.03% +149 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 3,196 $320K 0.01% -6,398 13F-HR Timeline Group ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 3,189 $320K 0.04% +10 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 3,179 $319K 0.04% +79 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 3,145 $315K 0.07% -700 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,131 $314K 0.02% +2,525 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 3,117 $313K 0.18% +229 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 3,117 $313K 0.14% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,115 $312K 0.02% -936 13F-HR Timeline 6th Street Advisors, LLC More: the full row for 6th Street Advisors, LLC 3,111 $312K 0.18% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,095 $310K 0.01% new 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,073 $308K 0.03% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,061 $307K 0.02% +328 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 3,052 $306K 0.06% -100 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,050 $306K 0.06% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,037 $305K 0.07% 0 13F-HR Timeline Group Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 3,017 $303K 0.02% -334 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,001 $301K 0.03% new 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 3,000 $301K 0.07% 0 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 3,000 $301K 0.2% 0 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 2,980 $299K <0.01% 0 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 2,953 $296K 0.16% -409 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,927 $294K 0.01% -3,860 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 2,924 $293K 0.06% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,919 $293K 0.01% -3,902 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 2,912 $292K 0.15% +6 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 2,905 $291K 0.13% -45 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 2,894 $290K 0.01% +228 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,881 $289K 0.08% new 13F-HR Timeline T3 Companies, LLC in group T3 Companies, LLC More: the full row for T3 Companies, LLC 2,868 $288K 0.33% new 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,860 $287K 0.13% +2,720 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 2,858 $287K 0.05% -600 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 2,856 $286K 0.03% +182 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 2,850 $286K 0.16% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,844 $285K 0.02% new 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 2,847 $285K 0.15% new 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,826 $283K 0.02% new 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 2,824 $283K 0.09% new 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 2,796 $280K 0.15% new 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 2,577 $280K <0.01% -79,746 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,792 $280K 0.03% -1,828 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 2,792 $280K 0.06% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,787 $279K 0.05% new 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 2,785 $279K 0.11% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,778 $279K 0.01% new 13F-HR Timeline Group SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 2,774 $278K 0.03% +2,537 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,772 $278K 0.02% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,768 $278K 0.01% -2,058 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,765 $277K 0.01% new 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 2,764 $277K 0.21% new 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 2,753 $276K 0.19% +620 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,736 $274K 0.02% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,957 $274K 0.01% -41 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,732 $274K 0.09% new 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 2,700 $271K <0.01% -200 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 2,690 $270K 0.1% -1,108 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,677 $268K 0.02% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,671 $268K 0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,665 $267K 0.02% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,664 $267K 0.01% new 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 2,658 $267K 0.06% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,649 $266K 0.02% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,643 $265K 0.01% new 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 2,608 $262K 0.11% new 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 2,600 $261K 0.07% new 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 2,583 $259K 0.02% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,532 $259K 0.16% +630 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 2,581 $259K 0.01% -709 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,576 $258K 0.01% new 13F-HR/A Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,571 $258K 0.07% new 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,543 $255K 0.06% new 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,538 $255K 0.01% -702 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,538 $255K 0.02% -11,004 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,522 $253K 0.02% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,520 $253K 0.01% -595 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,483 $249K 0.02% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,483 $249K 0.04% new 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 2,459 $247K 0.2% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,455 $246K 0.02% -480 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,453 $246K 0.02% new 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 2,452 $246K 0.03% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,449 $246K 0.02% new 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 2,426 $243K 0.08% -700 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,418 $242K 0.07% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,401 $241K 0.01% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,396 $240K 0.01% new 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $240K 0.06% new 13F-HR Timeline Amount filed as zero, left out of ratios. Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 2,345 $239K 0.01% -6,994 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,381 $239K 0.01% +207 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 2,368 $237K <0.01% -33,526 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 2,363 $237K 0.06% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,359 $237K 0.03% new 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,359 $237K 0.05% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,348 $235K 0.02% new 13F-HR Timeline