Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 507 $1.02M 0.04% +328 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 503 $1.01M 0.82% -10 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 501 $1.01M 0.02% -45 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 500 $1.01M 0.02% -670 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 500 $1.01M 0.11% new 13F-HR Timeline Group 7G CAPITAL MANAGEMENT, LLC More: the full row for 7G CAPITAL MANAGEMENT, LLC 500 $1.01M 0.63% +400 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 495 $997K 0.08% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 493 $993K 0.02% +323 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 490 $987K 0.03% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 481 $969K 0.02% +32 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 480 $967K 0.03% +80 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 476 $959K 0.05% -347 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 475 $957K 0.07% 0 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 474 $955K 0.07% +27 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 470 $947K 0.07% -854 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 468 $943K 0.61% +9 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 602 $941K 0.07% 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 466 $939K 0.02% new 13F-HR Timeline Group HighVista Strategies LLC More: the full row for HighVista Strategies LLC 465 $937K 0.24% -35 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 462 $931K 0.14% 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 458 $923K 0.08% -25 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 457 $921K 0.11% +215 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 457 $921K 0.14% -3,013 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 456 $919K 0.12% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 456 $918K 0.01% +100 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 454 $914K <0.01% 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 452 $910K 0.1% new 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 450 $906K 0.32% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 450 $906K 0.01% -12 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 448 $902K 0.03% +12 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 447 $900K 0.11% +278 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 447 $900K 0.01% +74 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 416 $900K 0.09% +61 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 445 $896K 0.04% +37 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 444 $894K 0.03% +342 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 443 $892K <0.01% -1,159 13F-HR Timeline Group Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 440 $886K 0.51% +5 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 439 $884K 0.03% +3 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 437 $880K 0.01% -557 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 435 $876K 0.01% +8 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 435 $876K 0.14% -77 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 435 $876K 0.06% new 13F-HR/A Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 434 $874K 0.04% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 429 $864K 0.11% -41 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 427 $860K 0.71% -560 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 426 $858K 0.25% +58 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 420 $846K 0.02% -23 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 419 $844K 0.02% +99 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 419 $844K 0.03% +50 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 417 $843K 0.78% 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 417 $840K <0.01% +83 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 417 $840K 0.01% +149 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 416 $839K -1,377 Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 415 $838K 0.02% -1,631 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 389 $835K 0.11% 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 414 $834K 0.01% 13F-HR/A Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 411 $831K 0.02% +167 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 411 $828K 0.46% +73 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 410 $826K 0.01% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 408 $824K 0.63% 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 409 $824K 0.32% 13F-HR/A Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 406 $818K 0.06% +64 13F-HR Timeline Group WP Advisors, LLC More: the full row for WP Advisors, LLC 397 $800K 0.2% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 397 $800K 0.06% -134 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 396 $798K 0.89% 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 393 $792K 0.07% 0 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 393 $792K 0.05% -205 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 391 $788K 0.05% -11 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 390 $786K 0.19% +15 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 385 $775K 0.44% 0 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 384 $773K 0.1% -10 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 383 $771K 0.11% +20 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 381 $767K 0.18% +4 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 379 $763K 0.06% -15 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 373 $751K 0.01% +108 13F-HR Timeline Group Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 372 $749K 0.49% +31 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 371 $747K 0.25% new 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 367 $738K 0.09% +151 13F-HR Timeline Eschler Asset Management LLP in group Eschler Asset Management LLP More: the full row for Eschler Asset Management LLP 364 $733K 0.5% +207 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 364 $733K 0.01% -22 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 362 $729K 0.63% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 358 $721K 0.24% -37 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 357 $719K 0.03% +207 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 357 $719K 0.49% -1 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 356 $717K 0.19% +85 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 333 $715K 0.27% +14 13F-HR/A Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 353 $711K 0.83% +121 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 352 $709K 0.04% +10 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 351 $708K 0.01% +34 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 350 $705K 0.51% -2 13F-HR Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 348 $701K 0.55% 0 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 343 $691K 0.1% -7 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 341 $687K 0.09% -37 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 341 $687K 0.01% -20 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 340 $685K 0.05% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 338 $681K 0.01% +39 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 315 $679K 0.18% -178 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 334 $673K 0.05% 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 332 $669K 0.09% +4 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 331 $667K 0.25% 0 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 331 $667K 0.07% +80 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 329 $665K 0.04% -73 13F-HR Timeline DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 330 $665K <0.01% -13 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 330 $665K <0.01% -828 13F-HR Timeline Group Eddie Patel Inc More: the full row for Eddie Patel Inc 328 $661K 0.49% 13F-HR Timeline Ahara Advisors LLC More: the full row for Ahara Advisors LLC 325 $655K 0.6% 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 322 $649K 0.02% +120 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 321 $647K 0.05% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 320 $645K 0.02% 0 13F-HR Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 317 $640K new Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 287 $635K 0.02% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 315 $633K 0.08% -1 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 314 $632K 0.01% +286 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 314 $632K 0.36% 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 308 $632K 0.16% new 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 313 $631K 0.17% -13 13F-HR Timeline WESTFIELD CAPITAL MANAGEMENT CO LP More: the full row for WESTFIELD CAPITAL MANAGEMENT CO LP 313 $630K <0.01% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 313 $630K 0.14% -14 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 312 $629K 0.03% -246 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 309 $622K 0.04% +46 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 308 $620K 0.02% -56 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 307 $618K 0.07% -4 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 306 $616K 0.22% -300 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 305 $614K 0.01% -109 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 303 $610K 0.37% +85 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 303 $610K 0.2% 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 302 $609K 0.04% +144 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 302 $608K 0.38% 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 298 $605K 0.07% +8 13F-HR/A Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 297 $598K 0.28% -5 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 295 $594K 0.53% -27 13F-HR Timeline STF Management LP More: the full row for STF Management LP 293 $590K 0.55% -497 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 292 $588K 0.1% -128 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 291 $586K 0.03% +100 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 290 $584K 0.02% -11 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 286 $576K 0.01% -4 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 285 $574K 0.09% new 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 285 $574K 0.09% +79 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 284 $572K 0.01% -38 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 284 $572K 0.03% -1,100 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 262 $571K 0.14% -22 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 283 $570K 0.01% +57 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 283 $570K 0.01% -792 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 281 $567K 0.11% +7 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. 280 $564K 0.01% +43 13F-HR Timeline Group Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 258 $562K 0.13% -3 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 279 $562K 0.01% new 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 277 $557K 0.22% new 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 276 $556K 1.23% +15 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 276 $556K 0.04% -310 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 274 $552K 0.11% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 274 $552K 0.06% 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 273 $550K 0.09% +6 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 270 $544K 0.08% +8 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 268 $540K <0.01% -7 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 268 $540K 0.02% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 267 $538K 0.03% +163 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 266 $536K 0.17% +8 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 265 $534K 0.02% +123 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 265 $534K 0.28% -15 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 265 $534K 0.06% +32 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 265 $533K 0.03% +10 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 265 $533K 0.02% -2,641 13F-HR Timeline Group Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 264 $532K 0.64% new 13F-HR/A Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 264 $532K 0.02% -32 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 264 $532K 0.15% +150 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 264 $532K 0.47% 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 263 $530K 0.19% +8 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 263 $530K 0.11% +139 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 262 $528K 0.13% +4 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 262 $528K 0.02% -52 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 260 $524K 0.01% +45 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 258 $520K 0.05% -4 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 255 $514K 0.07% -110 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 253 $510K 0.16% +87 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 251 $506K 0.15% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 249 $502K 0.08% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 248 $500K 0.04% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 248 $500K 0.22% +24 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 247 $498K 0.25% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 243 $490K 0.09% +5 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 242 $487K 0.03% +16 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 242 $487K 0.11% -3 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 240 $485K 0.01% -13 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 240 $483K 0.06% -9 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 237 $477K 0.06% -93 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 235 $474K 0.05% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 232 $467K 0.06% 0 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 231 $465K 0.06% +1 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 230 $463K 0.04% -1 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 229 $461K 0.05% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 229 $461K 0.03% +6 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 229 $461K 0.29% -1 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 229 $461K 0.02% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 228 $459K 0.04% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 226 $455K 0.03% -3 13F-HR Timeline Group Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 226 $455K 0.03% 0 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 226 $455K 0.37% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 225 $453K <0.01% -2,581 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 225 $453K 0.01% 0 13F-HR Timeline Group