JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 4,694 $686K 0.1% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,681 $684K 0.02% -265 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,663 $681K 0.03% +52 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,652 $680K 0.19% +78 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,646 $679K 0.08% +749 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,646 $679K 0.01% -175 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 4,635 $677K 0.01% -797 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,619 $675K 0.03% +155 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,547 $664K 0.01% +439 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 4,538 $663K 0.01% +1,397 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,521 $661K 0.01% +1,120 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,505 $658K 0.09% -1,023 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,504 $658K 0.02% +666 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,492 $658K 0.03% +382 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,497 $657K 0.07% +569 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,490 $656K 0.11% 0 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 4,463 $653K 0.05% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 4,419 $646K 0.06% +955 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 4,395 $642K 0.34% -573 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,325 $632K 0.02% +132 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,322 $631K 0.09% +1,989 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,311 $630K 0.01% +1,195 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 4,295 $628K 0.28% +1,328 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,291 $627K 0.07% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,290 $627K 0.01% +1,040 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,261 $623K 0.01% +1,097 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,248 $621K 0.01% +329 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,246 $620K 0.03% -589 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,235 $619K 0.49% -55 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,211 $615K 0.05% +513 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,190 $612K 0.09% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 4,178 $610K 0.08% +6 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,159 $608K 0.07% -4,190 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 4,159 $608K 0.24% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,108 $600K 0.02% +537 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 4,100 $599K 0.4% +15 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 4,100 $599K 0.14% -110 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 4,067 $594K 0.16% +1,224 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,067 $594K 0.01% -1,139 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 4,065 $594K 0.14% +5 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4,057 $593K 0.24% 0 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 4,053 $592K 0.22% +2,172 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 4,051 $592K 0.01% -125 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,022 $588K 0.01% +1,521 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,984 $582K 0.02% +1,288 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3,976 $581K 0.04% -148 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 3,945 $576K 0.18% +2,120 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,942 $576K 0.01% +560 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 3,922 $573K 0.08% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,913 $572K 0.15% -225 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 3,909 $571K 0.02% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 3,906 $571K 0.03% +3 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,891 $569K 0.01% +23 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,891 $569K 0.05% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,870 $565K 0.13% +100 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,869 $565K 0.05% +101 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,784 $553K 0.01% +374 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 3,757 $549K 0.38% -44 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 3,751 $548K 0.16% -38 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,714 $543K 0.01% +1,725 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 3,677 $537K 0.06% -20 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 3,669 $536K 0.36% -476,787 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 3,669 $536K 0.31% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,628 $530K 0.32% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 3,770 $530K 0.25% 0 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 3,622 $529K 0.12% +50 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 3,600 $526K 0.04% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 3,598 $526K 0.05% +444 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,590 $524K <0.01% -118 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,582 $523K 0.02% +327 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 3,576 $522K 0.07% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,563 $521K 0.02% +475 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,559 $520K 0.05% -88 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,528 $515K 0.14% -193 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,522 $515K 0.2% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,517 $514K 0.01% +570 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 3,510 $513K 0.18% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 3,500 $511K 0.01% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,493 $510K 0.05% +192 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,473 $507K 0.03% +111 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,456 $505K 0.11% -357 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,452 $504K 0.02% +1,401 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,451 $504K 0.03% +316 13F-HR Timeline Group Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,440 $503K 0.08% +1,024 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,437 $502K 0.01% +364 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,267 $502K 0.01% +77 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,425 $500K 0.23% -8,819 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 3,404 $497K 0.03% +9 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,393 $496K 0.09% +1 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,385 $495K 0.24% -872 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kearns & Associates LLC More: the full row for Kearns & Associates LLC 3,375 $493K 0.23% -350 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,344 $489K 0.01% +15 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 3,328 $486K 0.1% new 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 3,315 $484K 0.2% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,301 $482K 0.06% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,290 $481K 0.16% +563 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,282 $480K <0.01% +323 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 3,255 $477K 0.01% -885 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,263 $477K <0.01% +1,460 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,258 $476K 0.01% -262 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,253 $475K 0.02% -250 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,251 $475K 0.04% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,248 $475K 0.02% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,222 $471K 0.02% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,214 $470K 0.05% -588 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,204 $468K 0.02% +604 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,198 $467K 0.03% +67 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,197 $467K <0.01% +57 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 3,196 $467K 0.12% -4 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 3,194 $467K 0.03% 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 3,193 $467K 0.04% +1,231 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,188 $466K 0.01% -116 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 3,186 $465K 0.07% +5 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,182 $465K 0.01% +107 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,181 $465K 0.03% -2 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 3,172 $463K <0.01% 13F-HR Timeline Group SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,156 $461K 0.06% +9 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 3,150 $460K 0.08% -500 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,131 $458K 0.03% +299 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 3,130 $457K 0.1% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,125 $457K 0.01% -56 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,116 $455K 0.02% -3 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,115 $455K 0.18% 0 13F-HR Timeline Group Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 3,115 $455K 0.29% +38 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,090 $451K 0.02% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,077 $451K <0.01% +600 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,068 $450K 0.07% -544 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,077 $450K 0.05% -2,084 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 3,076 $449K 0.03% +79 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,073 $449K 0.24% -354 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,051 $446K 0.14% -10 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,047 $445K 0.02% +1,123 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,047 $445K 0.04% +277 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 3,036 $445K 0.08% +79 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 3,030 $443K 0.27% -8 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 3,027 $442K 0.36% +7 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,017 $441K 0.02% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,015 $441K <0.01% +143 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 3,010 $440K 0.6% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,008 $439K 0.1% +72 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,995 $438K 0.05% -235 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,990 $437K 0.04% -2,492 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,990 $437K 0.03% -713 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,985 $436K <0.01% +69 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 2,985 $436K 0.15% +484 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,973 $434K 0.03% +16 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,967 $433K -5,329 Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,959 $432K 0.01% -89 13F-HR Timeline Group Guilbault Capital LLC More: the full row for Guilbault Capital LLC 2,957 $432K 0.43% 0 13F-HR Timeline USS Investment Management Ltd More: the full row for USS Investment Management Ltd 2,953 $431K <0.01% -46,785 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,952 $431K 0.03% +19 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 2,951 $431K 0.22% +150 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,946 $430K 0.21% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,940 $430K 0.12% -886 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,936 $429K 0.07% +445 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,933 $429K 0.05% +2 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,927 $428K 0.02% +1,028 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 2,916 $426K 0.2% +700 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 2,912 $425K 0.07% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,909 $425K 0.13% -3,894 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,896 $423K 0.01% +21 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 2,893 $423K 0.2% new 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,893 $423K 0.03% +308 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,892 $423K 0.04% -184 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 2,892 $423K 0.2% -125 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,875 $420K 0.02% +682 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 2,870 $419K 0.13% +28 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,868 $419K 0.06% -366 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,833 $414K 0.02% +184 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,819 $412K 0.06% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,828 $412K 0.06% -43 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 2,816 $411K 0.1% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,803 $410K 0.01% +406 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,800 $409K 0.04% +3 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,799 $409K 0.03% -235 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,778 $407K 0.01% 0 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 2,782 $406K 0.16% -400 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,781 $406K 0.13% +2,692 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 2,778 $406K 0.07% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,755 $403K 0.02% +594 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,755 $403K 0.14% +675 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,747 $401K 0.03% +1,006 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 2,723 $398K 0.01% -1,020 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,721 $398K 0.02% +3 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 2,708 $396K 0.08% +587 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,707 $396K 0.01% +184 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,704 $395K 0.01% +73 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 2,699 $394K 0.34% -292 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 2,700 $394K 0.01% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,676 $392K 0.01% +46 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 2,678 $391K 0.36% +141 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 2,662 $389K 0.31% -24 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 2,659 $389K 0.03% new 13F-HR Timeline Group Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 2,656 $388K 0.05% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,641 $387K 0.07% +222 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 2,647 $387K <0.01% new 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,645 $386K 0.09% -229 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,644 $386K 0.14% -9 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 2,644 $386K 0.09% 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 2,640 $386K 0.06% -87 13F-HR Timeline