Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,272 $543K 0.24% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,264 $541K 0.19% -28 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 2,240 $535K 0.1% -607 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,240 $535K 0.01% +10 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,239 $535K 0.01% +1,334 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2,230 $533K 0.42% -197 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,230 $533K 0.03% +277 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 2,081 $530K 0.42% -19 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,214 $529K 0.02% +494 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,208 $528K 0.22% +370 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 2,030 $526K 0.11% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,190 $523K 0.08% -208 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 2,177 $520K 0.28% 0 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 2,164 $517K 0.21% -13 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,163 $517K 0.01% -670 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 2,158 $516K 0.17% +330 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,118 $506K 0.01% -1,771 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,117 $506K 0.01% +737 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,108 $504K 0.19% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,105 $503K 0.02% -100 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2,100 $501K 0.12% +51 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 2,095 $501K 0.02% +1,187 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,086 $499K 0.03% -8 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,068 $494K 0.04% -13 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,061 $493K 0.02% -70 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 2,053 $491K 0.05% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,048 $490K <0.01% -346 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 2,044 $489K <0.01% -1,955 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 2,045 $489K 0.01% +51 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 2,040 $488K 0.1% +989 13F-HR Timeline Group Tannin Capital LLC More: the full row for Tannin Capital LLC 2,031 $485K 0.32% +168 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,023 $484K 0.01% +44 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,017 $482K 0.04% +251 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,002 $479K 0.21% +257 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,001 $478K 0.16% +127 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,000 $478K 0.04% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,994 $477K <0.01% +62 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,964 $469K 0.03% +164 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,962 $469K 0.02% -1,794 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 1,961 $469K 0.2% +333 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,956 $468K 0.06% -106 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,929 $461K 0.06% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 1,925 $460K 0.11% +125 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,924 $460K 0.01% +84 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,924 $460K 0.13% -48 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,917 $458K 0.01% -100 13F-HR Timeline Group EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,905 $455K 0.17% +3 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,613 $454K 0.01% -525 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,881 $450K 0.03% -2,400 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,871 $447K 0.04% +1,065 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 1,859 $444K 0.11% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,855 $443K 0.09% -1,230 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,838 $439K 0.03% -429 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 1,800 $439K 0.01% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,836 $439K 0.01% +161 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,833 $438K 0.2% +433 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,831 $438K 0.02% +334 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,820 $435K 0.07% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,812 $433K 0.15% 0 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 1,807 $432K 0.04% -6,711 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,804 $431K 0.03% +17 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,800 $431K 0.02% +208 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,775 $424K 0.01% +134 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,766 $422K 0.05% -50 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,764 $422K 0.01% -3,310 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,757 $420K 0.01% +256 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,751 $419K 0.01% -2,352 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. 1,750 $418K 0.01% -935 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,741 $416K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,737 $415K 0.03% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,357 $412K 0.02% +266 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 1,544 $411K 0.26% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,715 $410K 0.03% -1,298 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 1,531 $403K 0.27% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,658 $396K 0.02% +48 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,653 $395K 0.11% -60 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,651 $395K 0.02% +1 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,622 $388K 0.02% +19 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 1,617 $387K 0.16% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,617 $386K 0.04% +828 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,612 $385K 0.05% +214 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,610 $385K 0.04% +1,148 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 1,486 $384K 0.06% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,603 $383K 0.01% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,601 $383K 0.07% new 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 1,601 $383K 0.22% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,584 $379K <0.01% +286 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,583 $378K 0.04% +4 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,560 $373K <0.01% -2,266 13F-HR Timeline Group Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 1,550 $370K 0.33% -50 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,545 $369K 0.07% +19 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,545 $369K <0.01% -682 13F-HR Timeline Group Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,539 $368K 0.1% -4,578 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 1,529 $365K 0.22% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,508 $360K 0.04% -5 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,495 $357K 0.03% +41 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,495 $357K 0.02% -57 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,473 $352K <0.01% -406 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,471 $352K <0.01% +52 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,436 $343K <0.01% +680 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 1,428 $341K 0.03% -537 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,428 $341K 0.05% new 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 1,427 $341K 0.02% +182 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,417 $339K <0.01% new 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,417 $339K 0.09% +3 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,380 $337K <0.01% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,408 $337K 0.02% +32 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,400 $335K 0.02% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,397 $334K 0.02% -223 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,393 $333K <0.01% -361 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 1,384 $331K 0.03% -55 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,375 $329K 0.2% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,358 $327K 0.04% 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 1,365 $326K 0.26% -10 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,363 $326K 0.06% new 13F-HR/A Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,352 $323K 0.06% -1,323 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 1,349 $322K <0.01% -18 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 1,344 $321K 0.02% -174 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,335 $319K 0.07% -4 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,325 $317K 0.02% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,223 $316K 0.02% +371 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,321 $316K <0.01% -139 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,314 $314K 0.04% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,311 $313K <0.01% -11 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,307 $312K 0.01% new 13F-HR Timeline Group EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,303 $311K 0.08% -42 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 1,303 $311K 0.06% +129 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,296 $310K 0.03% +115 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,295 $310K 0.06% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,291 $309K <0.01% +17 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 1,288 $308K 0.14% -177 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,288 $308K 0.02% +1,224 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,288 $308K 0.06% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,285 $307K 0.11% 0 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 1,280 $306K 0.44% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,272 $304K 0.01% +280 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,264 $302K 0.02% +30 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,262 $302K 0.02% +2 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,262 $302K 0.06% +19 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 1,257 $300K 0.11% 0 13F-HR Timeline Palmer Knight Co More: the full row for Palmer Knight Co 1,251 $299K 0.12% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,250 $299K 0.02% +43 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 1,243 $297K 0.25% -135 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,249 $297K 0.03% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,166 $297K 0.01% -180 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,241 $297K 0.05% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,239 $296K 0.01% -73 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,232 $294K 0.01% +489 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,223 $293K 0.03% +517 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,209 $289K 0.04% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,207 $288K 0.02% +106 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 1,207 $288K 0.01% -5,289 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,205 $288K 0.16% +90 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 1,200 $287K 0.09% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,195 $286K 0.03% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,191 $285K 0.01% -263 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,185 $283K <0.01% -57 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,174 $281K <0.01% -408 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,171 $280K 0.02% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,164 $278K 0.02% -10 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,163 $278K 0.06% -29 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,163 $278K 0.01% -5 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,154 $276K 0.05% +120 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 1,152 $275K 0.13% -19 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 1,139 $272K 0.49% -586 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,124 $269K 0.01% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,122 $268K <0.01% -1 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,117 $267K 0.04% -11 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,104 $264K 0.02% -6,970 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,104 $264K 0.01% +14 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,100 $263K 0.02% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,091 $261K 0.02% +3 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 1,090 $261K 0.02% +162 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,088 $260K <0.01% +361 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,086 $260K <0.01% +575 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 1,086 $260K 0.18% +55 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,085 $259K 0.01% +177 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,066 $255K 0.06% new 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,065 $255K 0.11% new 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 1,065 $255K 0.03% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,059 $253K 0.02% +180 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,049 $251K 0.06% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,042 $249K 0.03% +1,029 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 1,043 $249K 0.18% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,041 $249K 0.02% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,039 $248K 0.05% +1 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,035 $247K <0.01% -205 13F-HR/A Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,031 $246K 0.01% +192 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,027 $245K 0.01% +3 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,026 $245K <0.01% 0 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,023 $245K 0.04% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,022 $244K 0.01% -827 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 1,021 $244K 0.04% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,020 $244K 0.02% +47 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,013 $242K 0.02% +6 13F-HR Timeline Group Main Street Research LLC More: the full row for Main Street Research LLC 1,010 $241K 0.01% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,009 $241K 0.04% +8 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 1,000 $239K 0.04% 0 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 1,000 $239K 0.02% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,000 $239K 0.02% new 13F-HR Timeline