Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,939 $583K 0.17% +961 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 6,892 $579K <0.01% -1,110,234 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,818 $573K 0.02% +1,555 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 6,726 $565K 0.09% -465 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 6,724 $565K 0.01% -154 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 6,710 $564K 0.32% -1,280 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 6,672 $561K 0.08% +459 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 6,669 $561K 0.05% +3,732 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 6,644 $559K 0.05% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 6,600 $555K 0.08% new 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 6,598 $555K 0.39% new 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 6,586 $554K 0.11% -140 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,526 $549K 0.01% +4,462 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 6,520 $548K 0.05% +2,000 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 6,379 $536K 0.05% -76 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,351 $534K 0.01% -16,083 13F-HR/A Timeline GAGNON SECURITIES LLC in group GAGNON SECURITIES LLC More: the full row for GAGNON SECURITIES LLC 6,327 $532K 0.11% +231 13F-HR Timeline Group Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 6,319 $531K 0.19% new 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 6,313 $531K 0.29% +385 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 6,306 $530K 0.04% -1,793 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 6,291 $529K 0.02% -400 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 6,243 $525K 0.29% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 6,242 $525K 0.08% +126 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,239 $525K 0.04% -874 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,136 $516K 0.02% +908 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 6,122 $515K 0.14% -5,284 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,119 $514K <0.01% -110 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 6,112 $514K 0.63% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 6,070 $510K 0.07% +315 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 6,067 $510K 0.24% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 6,016 $506K 0.03% new 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 6,009 $505K 0.06% +3 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,990 $504K 0.01% +2,215 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 5,979 $503K 0.14% +1,625 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 5,963 $501K 0.01% -7,179 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,960 $501K 0.01% -42 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,935 $499K <0.01% -2,753 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 5,921 $498K 0.07% -128 13F-HR Timeline City State Bank More: the full row for City State Bank 5,908 $497K 0.14% -25 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 5,883 $495K 0.37% -81 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 5,857 $492K 0.23% +903 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 5,846 $491K 0.27% -124 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 5,827 $490K 0.36% -31,258 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. 5,780 $486K 0.01% -478 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 5,774 $485K 0.04% -15,485 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,768 $484K 0.08% +693 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 5,729 $482K 0.02% -1,221 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 5,705 $480K 0.09% -570 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,697 $479K 0.01% -1,135 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 5,670 $477K 0.29% new 13F-HR Timeline GMT Capital Corp More: the full row for GMT Capital Corp 5,600 $471K 0.02% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 5,597 $471K 0.01% -12,308 13F-HR/A Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 5,595 $470K 0.8% 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,590 $470K 0.06% +1,972 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 5,547 $466K 0.01% -164 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 5,526 $465K 0.04% -1,292 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,525 $464K 0.03% -793 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,520 $464K 0.05% +655 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 5,505 $463K 0.03% -1,000 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,491 $462K 0.01% +41 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 5,475 $460K <0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 5,385 $453K 0.23% +855 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,383 $453K 0.03% -401 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,368 $451K 0.03% +914 13F-HR Timeline Group CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 5,330 $448K 0.1% +2,125 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 5,300 $446K 0.35% new 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 5,300 $446K 0.03% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,299 $445K 0.01% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 5,280 $444K 0.17% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 5,279 $444K 0.16% -3,444 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,279 $444K 0.01% -280 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 5,279 $444K 0.22% +28 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 5,235 $440K <0.01% -10,090 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,222 $439K 0.01% +1,155 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,192 $437K <0.01% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,171 $435K 0.03% +131 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 5,151 $433K 0.16% +920 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 5,000 $432K 0.35% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,129 $431K 0.01% +300 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 5,051 $429K 0.6% 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,076 $427K 0.02% -823 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,792 $426K 0.01% -269 13F-HR/A Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5,058 $425K 0.03% +946 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 5,001 $420K 0.26% +2,132 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 4,964 $417K 0.04% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 4,956 $417K 0.25% +4,756 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 4,720 $413K 0.15% +1,170 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,900 $412K 0.17% +642 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4,893 $411K 0.18% +21 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 4,884 $411K 0.09% -92,540 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 4,883 $410K 0.23% +187 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 4,874 $410K 0.07% +639 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 4,859 $408K 0.03% -724 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,858 $408K 0.02% +632 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 4,800 $404K 0.05% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 4,791 $403K 0.14% -7,037 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 4,782 $402K 0.15% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,770 $401K 0.04% -123 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 4,768 $401K 0.14% +39 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,767 $401K 0.05% +1,393 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 4,196 $391K 0.06% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,618 $388K <0.01% +23 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 4,600 $387K 0.05% -9,000 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,596 $386K 0.12% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,548 $382K 0.03% -4,025 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 4,546 $382K 0.11% -304 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 4,500 $378K 0.13% new 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,495 $378K 0.15% +2 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 4,475 $375K 0.03% 0 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 4,464 $375K 0.24% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 4,461 $375K <0.01% +29 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,308 $372K 0.05% +154 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,391 $369K 0.01% +967 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,331 $364K 0.04% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 4,305 $362K 0.03% +35 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,298 $361K 0.11% 0 13F-HR Timeline Group TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 4,292 $361K 0.12% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,277 $360K <0.01% -548 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,292 $356K 0.04% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,178 $351K 0.03% +187 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 4,164 $350K 0.15% +78 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 4,160 $350K 0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,150 $349K 0.09% +450 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,137 $348K 0.02% +598 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 4,124 $347K 0.1% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 4,122 $347K 0.05% +11 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,120 $346K 0.04% -459 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,097 $344K 0.02% -15 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,042 $340K 0.05% +174 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,040 $340K 0.03% -164 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,032 $339K 0.1% +474 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 3,993 $336K 0.07% +764 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 3,797 $334K 0.22% +740 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,962 $333K 0.11% +554 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 3,951 $332K 0.09% -5 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 3,929 $330K 0.19% +3 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,862 $325K 0.09% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,858 $324K <0.01% -580 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,934 $324K 0.02% +2,045 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 3,841 $323K 0.11% new 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 3,825 $322K 0.09% -53 13F-HR/A Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,820 $321K 0.02% -12,065 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 3,818 $321K 0.2% new 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 3,779 $318K 0.24% +57 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,773 $317K 0.04% -29 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,749 $315K 0.05% new 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 3,732 $314K 0.03% +67 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,725 $313K 0.02% +45 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,719 $313K <0.01% +462 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,709 $312K 0.1% -754 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,699 $311K 0.01% -382 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,684 $310K 0.02% -1 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,672 $309K 0.02% +49 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,671 $309K 0.01% -13 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 3,670 $309K 0.04% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,656 $307K 0.01% -24 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,637 $306K 0.07% -4,897 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 3,620 $304K 0.04% +22 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 3,620 $304K 1.12% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,606 $303K 0.01% +80 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,602 $303K 0.01% +297 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,586 $302K 0.01% +515 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 3,547 $298K 0.13% +11 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 3,546 $298K <0.01% -148,005 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 3,526 $296K <0.01% new 13F-HR Timeline Group Wealth Group Ltd More: the full row for Wealth Group Ltd 3,521 $296K 0.07% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 3,510 $295K 0.4% +1,210 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,507 $295K 0.03% new 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 3,493 $294K 0.11% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,470 $292K 0.01% -1,440 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,469 $292K 0.02% +97 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,466 $291K 0.07% +294 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,393 $285K <0.01% -13,979 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 3,387 $285K 0.07% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,377 $284K 0.02% -754 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,368 $283K 0.01% +652 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,343 $281K <0.01% new 13F-HR Timeline Group SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 3,339 $281K 0.07% -60,774 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 3,315 $279K 0.19% +1,120 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,220 $279K 0.06% -1,802 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,300 $277K 0.02% -70,840 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,299 $277K 0.02% +50 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 3,281 $276K 0.06% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,265 $275K <0.01% -50 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,931 $274K 0.02% -778 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 3,250 $273K 0.03% 0 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 3,245 $273K 0.03% -500 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,222 $271K 0.03% -76 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,216 $270K 0.05% +108 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,206 $270K 0.02% -129,980 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,211 $270K 0.02% -139 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 3,185 $268K 0.17% +202 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,184 $268K 0.08% +1,585 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 3,179 $267K 0.07% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,152 $265K 0.02% -2,334 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,149 $265K 0.02% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 3,144 $264K 0.03% -2,090 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,141 $264K 0.01% -806 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 3,137 $264K 0.31% +57 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 3,136 $264K 0.02% 0 13F-HR Timeline