Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 13,864 $1M 0.06% -809 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 13,859 $1M 0.03% -1,038 13F-HR Timeline Group Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 13,618 $985K 0.3% +18 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 13,611 $985K 0.08% +2,217 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 13,520 $978K 0.03% -1,072 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 13,489 $976K 0.08% +9,782 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 13,353 $966K 0.13% -2,675 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 13,352 $966K 0.06% -11,916 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 13,351 $966K 0.06% -478 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 13,300 $962K 0.07% +5,210 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 13,281 $961K 0.29% +2 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 13,245 $958K 0.11% -225 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,210 $956K 0.02% +3,545 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 13,091 $947K <0.01% -11,672 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 13,000 $941K 0.01% 0 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 12,975 $939K 0.55% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 12,934 $936K 0.04% +11,038 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 12,924 $935K 0.03% +1 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 12,833 $929K 0.01% -58 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 12,768 $924K 0.25% -763 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 12,765 $924K 0.03% -370 13F-HR Timeline Group Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 12,741 $922K 0.14% -2,425 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 12,735 $922K 0.05% +440 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 12,661 $916K 0.06% new 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 12,650 $915K 0.39% -242 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 12,578 $910K 0.06% +51 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 12,565 $909K 0.02% +745 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 12,486 $903K 0.01% +855 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 12,484 $903K 0.05% +2,200 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 12,461 $902K 0.04% -15,059 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 12,389 $896K 0.08% -241 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 12,334 $892K 0.2% -85 13F-HR Timeline JCP Investment Management, LLC in group JCP Investment Management, LLC More: the full row for JCP Investment Management, LLC 12,293 $890K 0.59% -3,000 13F-HR Timeline Group Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 12,291 $889K 0.17% +62 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 12,225 $885K 0.19% +990 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 12,171 $881K 0.01% +789 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 12,056 $872K 0.01% -6,776 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 11,969 $866K 0.11% +328 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 11,965 $866K 0.04% +518 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 11,923 $863K 0.06% -18,158 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 11,896 $861K 0.01% -426 13F-HR/A Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 11,886 $860K 0.01% -1 13F-HR Timeline Group PCA Investment Advisory Services Inc. 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More: the full row for SBI Okasan Asset Management Co.Ltd. 11,500 $848K 0.03% 0 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 11,697 $846K 0.25% +121 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 11,600 $839K 0.06% +800 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 11,301 $818K 0.27% +5,900 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 11,272 $816K 0.22% +965 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 11,261 $815K 0.12% -116 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 11,139 $806K 0.01% new 13F-HR Timeline Group SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 11,133 $806K 0.12% -7,478 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 11,123 $805K 0.22% +409 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 11,044 $799K <0.01% 0 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,993 $795K 0.02% +1,267 13F-HR Timeline Group SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 10,993 $795K 0.35% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 10,907 $789K 0.1% -325 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 10,865 $786K 0.04% +1,404 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 10,863 $786K 0.03% +1,490 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 10,854 $785K 0.06% -317 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 10,832 $784K 0.02% +1,601 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 10,609 $782K 0.03% -138 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 10,757 $778K 0.02% +55 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 10,694 $774K 0.16% -57 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 10,813 $770K 0.05% -7 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 11,196 $763K 0.01% +1,021 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 10,543 $763K 0.19% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,396 $752K 0.02% +1,075 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 10,094 $730K 0.37% +15 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 10,080 $729K 0.04% new 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,063 $728K 0.01% -275 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 10,055 $728K 0.26% -10,237 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 10,000 $724K 0.38% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 10,000 $724K <0.01% -17,700 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 9,884 $715K 0.38% 0 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 9,857 $713K 0.06% new 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 9,824 $711K 0.49% +292 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 9,815 $710K 0.08% 0 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 9,722 $703K 0.01% +61 13F-HR Timeline Group HAMEL ASSOCIATES, INC. 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More: the full row for Legacy Capital Group California, Inc. 9,715 $703K 0.27% +2,577 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 9,698 $702K 0.44% -8,789 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,495 $687K 0.03% +80 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 9,378 $679K -129 Timeline State of Wyoming More: the full row for State of Wyoming 9,372 $678K 0.08% +4,245 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 9,341 $676K 0.22% +63 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 10,774 $673K 0.1% -365 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 9,105 $671K 0.01% +8,344 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 9,437 $666K 0.01% -523 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 9,372 $665K 0.18% -1,916 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 9,186 $665K 0.29% +18 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9,133 $661K 0.06% -2,071 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 10,524 $658K 0.06% 0 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 9,077 $657K 0.01% -1,669 13F-HR Timeline Group Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 9,074 $657K 0.51% -23,233 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 9,028 $653K 0.04% -98 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 9,014 $652K 0.13% +22 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 8,987 $650K 0.12% +45 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 9,200 $647K 0.04% +547 13F-HR/A Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 8,943 $647K 0.39% +175 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 8,890 $643K 0.07% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 8,871 $642K 0.19% new 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 8,815 $638K <0.01% -1,989 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 8,795 $636K 0.11% -144 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 8,788 $636K 0.06% -633 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 8,768 $634K 0.43% +449 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,905 $632K 0.02% -302 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 8,685 $628K 0.25% -150 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 8,677 $628K 0.01% +275 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) 8,650 $626K 0.02% -3,861 13F-HR Timeline Group IFC Advisors LLC More: the full row for IFC Advisors LLC 8,642 $625K 0.09% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,592 $622K 0.02% -962 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 8,576 $621K 0.02% -211 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 8,573 $620K 0.01% -563 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 8,560 $619K 0.11% +4,569 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 8,556 $619K <0.01% +161 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,503 $615K 0.03% +69 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 8,477 $613K 0.03% -111 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 8,473 $613K -1,158 Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 8,425 $610K 0.16% 0 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 8,384 $607K 0.08% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 8,318 $602K 0.01% +3,712 13F-HR/A Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 8,842 $602K 0.31% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,290 $600K 0.01% +50 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,233 $596K 0.03% -3,463 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8,230 $596K 0.02% +322 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,227 $595K 0.01% +397 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 8,211 $594K 0.12% new 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 8,195 $593K 0.25% +9 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 8,184 $592K 0.04% -901 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 8,181 $592K 0.01% +23 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 8,150 $590K 0.24% +383 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,277 $589K 0.03% +374 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 8,111 $587K 0.01% -1,077 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 8,020 $580K 0.02% +305 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,968 $577K 0.01% -1,710 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 7,957 $576K 0.2% +2,754 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,915 $573K 0.01% +83 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 7,906 $572K 0.3% +403 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 7,844 $568K 0.14% +1,051 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 7,708 $558K 0.04% -84 13F-HR/A Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,692 $557K 0.04% -6,159 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 7,687 $556K 0.06% +6 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 7,680 $556K 0.46% +57 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 7,674 $555K +413 Timeline 111 Capital More: the full row for 111 Capital 7,662 $554K 0.14% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,639 $553K <0.01% -8,013 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,635 $552K 0.11% -862 13F-HR Timeline Range Rock Capital, LLC More: the full row for Range Rock Capital, LLC 7,633 $552K 1.18% new 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 7,595 $550K 0.33% +1,064 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 8,213 $547K 0.03% +1,348 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 7,558 $547K +3,805 Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 7,553 $547K 0.08% -25 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,535 $545K 0.02% -29 13F-HR/A Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 7,533 $545K 0.19% +1 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 7,500 $542K 0.14% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 7,452 $539K 0.06% +81 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 7,444 $539K 0.04% -1,458 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,429 $538K 0.04% +166 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 7,390 $535K 0.01% new 13F-HR Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 7,394 $535K 0.02% -742 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 7,372 $533K 0.02% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,365 $533K 0.03% -24 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 7,333 $531K 0.02% -14,729 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,239 $524K 0.01% -576 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,193 $521K 0.01% -36 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 7,174 $519K 0.06% +64 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 7,164 $518K 0.13% -500 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 7,110 $514K 0.1% -160 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,100 $514K 0.15% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 7,075 $512K 0.03% +161 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 7,061 $511K 0.11% -73 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,060 $511K 0.01% -186 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,036 $509K 0.03% +56 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 7,021 $508K 0.09% +886 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 7,000 $507K 0.01% +3,640 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 6,960 $504K 0.08% +3,199 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 6,944 $502K 0.06% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,937 $502K 0.07% +1,939 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 6,916 $500K 0.28% -458 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 6,913 $500K 0.05% -98 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 6,897 $499K 0.03% -500 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 6,890 $499K 0.26% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 6,858 $496K 0.06% -239 13F-HR Timeline MATHER GROUP, LLC. 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More: the full row for FAS Wealth Partners, Inc. 6,768 $490K 0.03% +175 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,724 $487K 0.01% +32 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,717 $486K 0.01% -114 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,626 $479K 0.03% +765 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,614 $479K <0.01% -221 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 6,558 $475K 0.41% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,418 $473K 0.03% +4 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 6,506 $471K 0.02% -57 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 6,500 $470K 0.24% +500 13F-HR Timeline Group Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 6,458 $467K 0.06% +700 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 7,416 $467K 0.04% +3,728 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 6,456 $467K 0.11% +1,202 13F-HR Timeline