EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 12,840 $339K 0.01% -16,827 13F-HR Timeline 111 Capital More: the full row for 111 Capital 12,832 $339K 0.06% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 12,637 $333K <0.01% -213 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 12,465 $329K 0.03% -196 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 13,470 $328K 0.01% -96 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 12,412 $328K 0.01% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 12,412 $328K 0.04% new 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 12,265 $324K 0.04% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 12,222 $323K 0.1% +75 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 12,124 $320K <0.01% +769 13F-HR/A Timeline ANB BANK More: the full row for ANB BANK 12,101 $319K 0.12% -223 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 12,068 $318K 0.11% +21 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 12,008 $317K <0.01% -439 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 11,971 $316K <0.01% +247 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 11,800 $311K 0.2% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 11,752 $310K 0.01% -100 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 11,726 $309K 0.03% +1,070 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 11,617 $307K 0.11% +491 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 11,603 $306K <0.01% new 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 11,244 $297K 0.14% 0 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 11,065 $292K <0.01% 0 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 11,039 $291K <0.01% new 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 10,941 $289K 0.05% +918 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,879 $287K 0.01% +3,760 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 10,824 $286K 0.01% +185 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 10,798 $285K 0.04% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 10,601 $280K <0.01% new 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 10,562 $279K 0.04% +324 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 10,489 $277K 0.02% +313 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 10,347 $273K <0.01% new 13F-HR Timeline Group Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 10,300 $272K 0.02% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 10,223 $270K 0.06% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 10,190 $269K <0.01% +16 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 10,140 $268K 0.01% -109 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 10,052 $265K 0.03% +1,562 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 10,048 $265K 0.01% +1,361 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,976 $263K 0.01% +842 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 9,879 $261K <0.01% new 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 9,626 $254K 0.01% +496 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 9,542 $252K 0.04% -1,108 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 9,492 $250K 0.04% +225 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 9,453 $249K 0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 9,443 $249K <0.01% -747 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 9,313 $246K 0.01% -3,091 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,276 $245K 0.01% +386 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 9,064 $239K 0.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,025 $238K <0.01% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 8,957 $236K <0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 8,929 $236K <0.01% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 8,811 $233K 0.12% new 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 8,791 $232K <0.01% new 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 8,724 $230K 0.05% new 13F-HR/A Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 8,486 $224K 0.01% -974 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 9,528 $221K <0.01% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 8,350 $220K 0.01% -1,250 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 8,350 $220K 0.08% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 8,273 $218K 0.01% new 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 8,219 $217K <0.01% new 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 8,207 $217K <0.01% new 13F-HR Timeline Group Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 8,192 $216K <0.01% -184 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 8,187 $216K 0.01% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 8,152 $215K 0.04% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 8,066 $213K 0.05% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 8,041 $212K 0.03% new 13F-HR/A Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 8,001 $211K <0.01% new 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 7,923 $209K 0.09% -545 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,874 $208K 0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,848 $207K <0.01% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,612 $200K <0.01% +324 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 7,562 $200K 0.02% +2,947 13F-HR/A Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 7,250 $191K 0.04% -1,425 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 7,227 $191K <0.01% -8,139 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,180 $189K <0.01% -185 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 7,172 $189K <0.01% -13,919 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6,792 $179K <0.01% -130 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 6,782 $179K 0.01% +930 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 6,586 $173K <0.01% +903 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 5,681 $150K 0.07% -40,641 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 5,025 $133K 0.01% +902 13F-HR/A Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4,860 $128K 0.12% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,638 $122K <0.01% -61 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,401 $116K <0.01% -184 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 4,066 $107K <0.01% 0 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,913 $103K -69 Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,874 $102K <0.01% -256 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DANSKE BANK A/S More: the full row for DANSKE BANK A/S 3,700 $97.6K <0.01% +3,200 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,621 $95.6K <0.01% +1,020 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,511 $92.7K <0.01% +314 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3,477 $91.8K 0.01% 0 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 3,470 $91.6K <0.01% 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 3,470 $91.6K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,281 $86.6K <0.01% +70 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3,175 $83.8K 0.02% +352 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 2,995 $79K 0.01% +1,208 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,944 $77.7K <0.01% +238 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,682 $70.5K <0.01% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,649 $69.9K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,462 $65K <0.01% +1,856 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,288 $60.4K 0.01% +492 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,152 $56.8K 0.02% -361 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,106 $55.6K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,105 $55.5K 0.01% 0 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 2,090 $55K <0.01% -484 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,081 $54.9K <0.01% +206 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,081 $54.9K 0.01% -1,790 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,038 $54K <0.01% +2 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,945 $51.3K 0.02% -555 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,866 $49.2K 0.01% -2 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,853 $48.9K <0.01% -9 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,843 $48.6K <0.01% -16 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,811 $47.8K <0.01% +1,613 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,650 $43.5K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,624 $42.9K <0.01% -32 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,543 $40.7K <0.01% -1,212 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,474 $38.9K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,325 $35K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,251 $33K <0.01% -101 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,230 $32.5K <0.01% +23 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,210 $31.9K 0.02% -14 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,056 $27.9K <0.01% -142 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,048 $27.7K 0.01% -1 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 964 $25.4K <0.01% +214 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 950 $25.1K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 895 $23.6K <0.01% +27 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 869 $22.9K <0.01% +370 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 826 $21.8K 0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 818 $21.6K 0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 790 $20.8K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 785 $20.7K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 783 $20.7K <0.01% -24 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 750 $19.8K 0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 745 $19.7K <0.01% +130 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 732 $19.3K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 719 $19K 0.01% +30 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 676 $17.8K 0.01% +32 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 638 $16.8K 0.01% -155 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 625 $16.8K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 624 $16.5K <0.01% -318 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 532 $14K <0.01% new 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 526 $13.9K <0.01% -3,466 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 501 $13.2K 0.01% +4 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 493 $13K <0.01% +63 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 500 $13K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 460 $12.1K <0.01% -288 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 460 $12K <0.01% +46 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 448 $11.8K <0.01% +15 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 419 $11.1K <0.01% +171 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 380 $10K 0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 380 $10K 0.01% +320 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 381 $10K <0.01% +84 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 399 $10K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 358 $9.45K 0.01% -38 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 353 $9.32K <0.01% +195 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 340 $8.97K <0.01% +38 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 323 $8.52K <0.01% +42 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 308 $8.13K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 310 $8K <0.01% -28 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 258 $6.81K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 258 $6.81K <0.01% +104 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 247 $6.52K <0.01% 0 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 246 $6.49K <0.01% +5 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 247 $6.44K <0.01% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 244 $6.44K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 243 $6.41K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 238 $6.28K <0.01% +23 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 235 $6.2K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 225 $5.94K <0.01% +9 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 223 $5.88K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 220 $5.81K <0.01% -9,118 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 190 $5.79K <0.01% +11 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 203 $5.36K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 187 $4.93K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 178 $4.7K <0.01% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 178 $4.7K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 176 $4.65K <0.01% +12 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 171 $4.51K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 162 $4.28K <0.01% 0 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 153 $4.04K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 158 $4K <0.01% -12 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 147 $3.88K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 134 $3.54K <0.01% 0 13F-HR Timeline Group SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 125 $3.3K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 123 $3.25K <0.01% +33 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 123 $3.25K <0.01% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 118 $3.12K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 118 $3.11K <0.01% -177 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 118 $3.11K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 108 $2.86K <0.01% -49 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 108 $2.85K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 103 $2.72K <0.01% +30 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 100 $2.64K <0.01% -5 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 99 $2.62K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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