SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 4,102 $856K 0.3% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,869 $855K 0.07% -102 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 2,866 $854K 0.15% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,864 $853K <0.01% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,857 $851K 0.01% +532 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,848 $848K 0.04% -774 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,847 $848K 0.01% -199 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,827 $842K 0.47% -361 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,824 $841K 0.14% -612 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,815 $839K 0.22% -8 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 2,807 $836K 0.11% +7 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 2,800 $834K 0.49% -2,399 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 2,783 $829K 0.76% -470 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 2,782 $829K 0.06% new 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,781 $828K 0.07% +1 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 2,773 $826K 0.2% +355 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,766 $824K 0.02% -24,013 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 2,763 $823K 0.15% +349 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,759 $822K 0.24% new 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 2,756 $821K 0.66% +2 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 2,755 $821K 0.45% -531 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,755 $821K 0.09% -2,394 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 2,746 $818K 0.41% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,738 $816K 0.26% +174 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,727 $812K 0.07% +663 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 2,725 $812K 0.54% -6,075 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,725 $812K 0.06% +932 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,724 $811K 0.17% -427 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,716 $809K 0.05% new 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 2,700 $804K 0.03% -86,700 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,695 $803K 0.02% +449 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 2,683 $799K 0.4% +359 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,111 $799K 0.09% -197 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 2,682 $799K 0.13% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,673 $796K 0.08% +309 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,671 $796K 0.02% -672 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 4,081 $793K 0.28% -1,441 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,657 $791K 0.11% +252 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,640 $786K 0.12% -985 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,633 $784K 0.03% -3,102 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,627 $782K 0.01% +590 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,621 $781K 0.09% +581 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,616 $779K 0.07% +22 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,608 $777K 0.25% +1,980 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 2,602 $775K 0.19% +374 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,600 $775K 0.03% +436 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,592 $772K 0.1% -15 13F-HR/A Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 2,578 $768K 0.01% new 13F-HR/A Timeline Group Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,558 $762K 0.18% -86 13F-HR/A Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 2,558 $762K 0.04% -1,625 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 2,556 $761K 0.14% -57 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 2,552 $760K 0.41% +184 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,530 $754K 0.45% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Platform Technology Partners More: the full row for Platform Technology Partners 2,528 $753K 0.12% -243 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 2,511 $748K 0.15% new 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 2,511 $748K 0.35% new 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 2,509 $747K 0.37% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,488 $741K 0.28% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,487 $741K 0.05% +1,617 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 2,468 $735K 0.2% +45 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 2,455 $731K 0.03% -12,680 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,442 $727K 0.07% +593 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,435 $725K 0.12% +100 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 2,435 $725K 0.15% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,431 $724K 0.07% -697 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 2,429 $724K 0.49% +1 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,423 $722K 0.08% -2,763 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 2,421 $721K 0.23% -12,261 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,420 $721K 0.04% +229 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,414 $719K 0.03% +203 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 2,385 $710K 0.36% new 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2,379 $709K 0.16% +7 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,376 $708K 0.01% new 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,368 $705K 0.54% +4 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 2,360 $703K 0.4% 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,359 $703K 0.4% new 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 2,353 $701K 0.27% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,351 $700K 0.07% -731 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,684 $698K 0.07% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,335 $696K 0.12% new 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 2,320 $691K 0.18% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,319 $691K 0.02% new 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,312 $689K 0.06% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,303 $686K 0.02% -1,063 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 2,300 $685K 0.06% -782 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,298 $685K 0.19% -87 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 3,081 $685K 0.37% +24 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,295 $684K 0.13% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,288 $682K 0.08% +7 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 2,284 $680K 0.07% +180 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,284 $680K 0.04% +100 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,283 $680K 0.01% -4 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,055 $679K 0.04% -18 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,278 $679K 0.03% new 13F-HR Timeline Group OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 2,275 $678K 0.2% -1,100 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,270 $676K 0.06% +73 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,262 $674K 0.06% -1,265 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 2,258 $672K 0.19% new 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,247 $669K 0.13% new 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 2,245 $669K 0.31% +50 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 2,239 $667K 0.04% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 2,230 $664K 0.36% +205 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 2,226 $663K 0.18% +60 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,225 $663K 0.13% -290 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,218 $661K 0.11% +1,051 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,207 $657K 0.07% new 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 2,207 $657K 0.81% -64 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,198 $655K 0.12% +19 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 2,194 $654K 0.2% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,186 $651K 0.05% -3,011 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,182 $650K 0.03% 0 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 2,181 $650K 0.13% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,179 $649K 0.04% -171 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,179 $649K 0.02% -2,364 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,171 $647K 0.21% +7 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,166 $645K 0.03% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,166 $645K 0.13% -183 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,160 $643K 0.13% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,142 $638K 0.14% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,138 $637K 0.07% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,138 $637K 0.07% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,136 $636K 0.12% new 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 2,135 $636K 0.04% 0 13F-HR Timeline Group GLR Partners, LLC More: the full row for GLR Partners, LLC 2,135 $636K 0.3% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,127 $634K 0.04% -1,972 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 2,119 $631K 0.38% +81 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 2,119 $631K 0.66% -1,094 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 2,117 $631K 0.06% new 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,109 $628K 0.09% new 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,102 $626K 0.47% new 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,098 $625K 0.2% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 2,091 $623K 0.02% -305 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,078 $619K 0.22% -1,537 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 2,073 $618K 0.29% -137 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 2,070 $617K 0.34% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,064 $615K 0.18% new 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 2,060 $614K 0.15% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,053 $612K 0.05% new 13F-HR/A Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 2,051 $611K 0.46% +1 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,045 $609K 0.1% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 2,043 $609K 0.02% +1,953 13F-HR Timeline Group Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,040 $608K 0.08% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,028 $604K <0.01% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,027 $604K 0.04% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,024 $603K 0.12% new 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 2,022 $602K 0.28% 0 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 2,006 $598K 0.02% new 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 2,006 $597K 0.19% new 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 2,000 $596K 0.45% 0 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 1,997 $595K 0.07% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,985 $591K 0.07% -245 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,984 $591K 0.1% -116 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,975 $588K 0.03% -125 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 1,976 $588K 0.05% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,020 $585K 0.03% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,791 $582K 0.24% +510 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,953 $582K 0.11% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,326 $580K 0.05% +300 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 1,941 $578K 0.14% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,928 $574K 0.03% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,920 $572K 0.03% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,917 $571K 0.06% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,910 $569K 0.02% new 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 1,904 $567K 0.02% new 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 1,903 $567K 0.45% new 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 1,903 $567K 0.09% new 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 1,901 $566K 0.43% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,593 $564K 0.13% -412 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,892 $564K 0.16% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,886 $562K 0.03% -566 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 1,884 $561K 0.18% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,884 $561K 0.11% -399 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 1,874 $558K 0.38% new 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,874 $558K 0.08% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,880 $558K 0.03% +219 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 1,871 $557K 0.31% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,869 $557K 0.02% -138 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,861 $554K 0.01% new 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 1,851 $551K 0.04% -21,300 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 1,850 $551K 0.14% new 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 2,015 $548K 0.59% new 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,839 $548K 0.09% new 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 1,838 $548K 0.24% new 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 1,833 $546K 0.45% new 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,825 $544K 0.14% new 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 1,823 $543K 0.2% new 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 1,933 $543K 0.03% new 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,815 $541K 0.02% -235 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 1,813 $540K 0.04% -1,436 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,809 $539K 0.01% new 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,807 $538K 0.1% new 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 1,802 $537K 0.41% new 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 1,800 $536K 0.07% new 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,800 $536K 0.05% new 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 1,799 $536K 0.03% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,789 $533K 0.07% -36 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,789 $533K 0.04% new 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 1,785 $532K 0.13% new 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 1,781 $531K 0.1% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,780 $530K 0.02% new 13F-HR Timeline