MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,927 $958K 0.03% +125 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,914 $955K 0.02% -222 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 3,911 $954K 0.54% +173 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 3,881 $947K 0.31% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,855 $941K 0.01% +131 13F-HR Timeline Group Aries Wealth Management More: the full row for Aries Wealth Management 3,837 $936K 0.25% -1,762 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 3,826 $934K 0.47% +332 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,808 $929K 0.04% +517 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,795 $926K 0.07% +205 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 3,788 $924K 0.13% +1,440 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,777 $922K 0.04% -15 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,768 $919K 0.07% +197 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 3,761 $918K 0.17% +12 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,749 $915K 0.26% +4 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 3,718 $907K 0.45% -3 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 3,683 $899K 0.06% +143 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,077 $899K 0.08% +520 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,678 $898K 0.18% +17 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,667 $895K 0.25% +39 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,626 $885K 0.03% -132 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3,620 $883K 0.19% -35,765 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,616 $882K 0.09% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,614 $882K 0.06% -763 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 3,613 $882K 0.51% new 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,600 $879K 0.27% 0 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 3,589 $876K 0.07% -376 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,581 $874K 0.05% -346 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,538 $863K 0.01% +153 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,918 $859K 0.37% +509 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,518 $858K 0.02% +1,088 13F-HR/A Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,513 $857K 0.01% +506 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 3,504 $855K 0.36% 0 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 3,501 $854K 0.27% +13 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 3,500 $854K 0.17% 0 13F-HR/A Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 3,500 $854K 0.28% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,499 $854K 0.04% +2 13F-HR Timeline Group Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,439 $839K 0.16% +322 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,435 $838K 0.04% +210 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,822 $837K <0.01% -75 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 3,404 $831K <0.01% -7,270 13F-HR Timeline Group HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 3,395 $828K 0.16% -275 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,343 $816K 0.03% +1,717 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,334 $814K 0.05% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,324 $811K 0.81% +1,726 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 3,317 $809K 0.02% new 13F-HR Timeline Group Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,310 $808K 0.28% -407 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,304 $806K 0.01% -422 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 3,295 $804K 0.9% -102 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 3,296 $804K 0.22% -445 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,288 $802K 0.09% +239 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,262 $796K 0.06% +18 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 3,254 $795K 0.15% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,256 $795K 0.02% +37 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,255 $794K 0.07% +268 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 3,250 $793K 0.11% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3,244 $792K 0.09% 0 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 3,243 $791K 0.46% +1,144 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,235 $789K 0.01% +114 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 3,230 $788K 0.89% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,217 $785K 0.03% +343 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 3,214 $784K 0.22% +12 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,212 $784K 0.01% -34 13F-HR Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 3,212 $784K <0.01% -275 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,569 $782K 0.02% +477 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,200 $781K 0.15% 0 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 3,198 $780K 0.52% +47 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,451 $778K 0.07% new 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 3,155 $770K 0.01% -20,281 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,147 $768K 0.3% +378 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,135 $765K 0.27% -21 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,082 $752K 0.05% +55 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,077 $751K 0.05% -156 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,386 $742K 0.01% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,038 $741K 0.07% -2 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,031 $740K 0.02% -559 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 3,030 $739K 0.03% 0 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 3,030 $739K 0.08% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,012 $735K 0.01% +267 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,009 $734K 0.15% -70 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,999 $732K 0.01% +450 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,989 $729K 0.07% +190 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2,948 $719K 0.38% +359 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,948 $719K 0.09% +602 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 2,961 $718K 0.01% +1,682 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,900 $708K 0.02% +337 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 2,899 $708K 0.15% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,898 $707K 0.04% +660 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,878 $702K 0.67% +533 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 2,873 $701K 0.11% 0 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 2,864 $699K 0.05% +56 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 2,860 $698K 0.45% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,854 $696K 0.12% +74 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 2,840 $693K 0.57% 0 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 2,820 $688K 0.27% +33 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,811 $686K 0.02% -289 13F-HR Timeline Group James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 2,811 $686K 0.03% 0 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 2,805 $685K 0.4% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,804 $684K 0.09% -4 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 2,766 $675K 0.09% +233 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,755 $672K 0.02% -345 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,714 $662K 0.05% 0 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 2,714 $662K 0.51% -21 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 2,700 $659K 0.22% -40 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,664 $650K 0.1% +5 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,649 $646K 0.04% +538 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,645 $645K 0.07% +5 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,643 $645K 0.01% -12 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,631 $642K 0.24% -117 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 2,620 $639K 0.16% 0 13F-HR/A Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 2,827 $639K 0.02% +236 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,587 $631K 0.04% +65 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,586 $631K 0.18% +10 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 2,580 $630K 0.59% 0 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 2,666 $625K 0.14% -42 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,542 $620K 0.19% +117 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 2,530 $617K 2.71% +724 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 2,518 $614K 0.13% new 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 2,533 $614K 0.02% new 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 2,500 $610K 0.12% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,475 $604K 0.03% -325 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,473 $603K 0.01% -893 13F-HR Timeline Group EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 2,460 $600K 0.3% +35 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 2,457 $600K 0.29% 0 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 2,454 $599K 0.15% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,448 $597K 0.06% new 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,436 $594K 0.41% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,418 $590K 0.01% +234 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,417 $590K 0.01% +225 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 2,686 $589K 0.23% -24 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,391 $583K 0.08% +404 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,386 $582K 0.17% +65 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,384 $582K 0.21% +1,256 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,368 $578K 0.43% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 2,359 $576K 0.28% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,358 $575K 0.04% +316 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,346 $572K 0.09% +11 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 2,345 $572K 0.08% -15 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,343 $572K 0.1% +26 13F-HR Timeline Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 2,325 $567K 0.24% new 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,323 $567K 0.02% -2,140 13F-HR/A Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,306 $563K 0.02% +46 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,292 $559K 0.04% +554 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,285 $558K 0.37% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,278 $556K 0.24% +700 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,410 $550K 0.03% +545 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,254 $550K 0.02% -72 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 2,241 $547K 0.1% +1,050 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 2,240 $547K 0.05% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,239 $546K 0.02% -3,418 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 2,202 $537K 0.39% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,194 $535K 0.05% -198 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 2,192 $535K 0.04% -62 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,174 $531K 0.19% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,173 $530K 0.03% +7 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 2,172 $530K 0.04% -22 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,170 $530K 0.01% -54 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,168 $529K <0.01% +175 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 2,478 $526K 0.05% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 2,147 $524K 0.26% -190 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 1,096 $524K 0.11% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,135 $521K 0.01% +250 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 2,132 $520K 0.12% -10 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,129 $520K 0.08% +36 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,125 $519K 0.01% +264 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,123 $518K 0.06% -6 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,121 $518K 0.1% +235 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 2,117 $517K 0.11% +12 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 2,100 $512K 0.14% 0 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 2,098 $512K 0.53% -96 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,098 $512K 0.01% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,096 $511K 0.01% +37 13F-HR Timeline Group CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 2,087 $509K <0.01% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,079 $507K 0.1% +178 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 2,073 $506K 0.03% new 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,067 $504K 0.07% +59 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 2,059 $502K 0.19% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2,037 $497K 0.12% -19 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,031 $496K 0.36% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,026 $494K 0.09% -44 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 2,025 $494K 0.35% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,025 $494K 0.02% +654 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,022 $493K 0.01% +462 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,018 $492K 0.26% -165 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 2,000 $488K 0.01% 0 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,000 $488K 0.03% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,998 $488K 0.02% +159 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,985 $484K 0.04% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,960 $478K 0.04% 0 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 1,960 $478K 0.06% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,955 $477K 0.02% +3 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,946 $475K 0.08% -114 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,944 $474K 0.06% +3 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 1,939 $473K 0.36% +29 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,926 $470K 0.06% +48 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,921 $469K 0.01% +269 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,918 $468K 0.13% -60 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,881 $459K 0.1% +38 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,881 $459K 0.16% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,922 $457K 0.08% +417 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,009 $456K 0.05% +302 13F-HR Timeline