Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 2,980 $312K 0.04% +230 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2,974 $311K 0.14% -526 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 2,974 $311K 0.16% +349 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 2,973 $311K 0.11% +183 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,960 $309K 0.05% -360 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 2,959 $309K 0.01% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,959 $309K 0.05% +1,634 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,939 $307K 0.01% -24,627 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 2,924 $306K 0.16% -394 13F-HR Timeline RD Lewis Holdings, Inc. 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More: the full row for Wealth Management Associates, Inc. 2,830 $296K 0.1% +25 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,825 $295K 0.02% -17 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,825 $295K 0.05% -791 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 2,824 $295K 0.26% -6,796 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 2,925 $294K 0.11% +90 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 2,800 $293K 0.15% new 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,799 $293K 0.04% +102 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,792 $292K 0.1% new 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 2,776 $290K 0.03% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,776 $290K 0.05% +1,231 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,776 $290K 0.02% +869 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 2,775 $290K 0.1% +1,270 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,298 $290K 0.12% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,768 $289K 0.06% -1,172 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 2,763 $289K 0.01% +863 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,762 $289K 0.03% -1,165 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 2,760 $289K 0.11% +395 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,746 $287K 0.11% +2,126 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 2,742 $287K 0.13% -2,879 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 2,738 $286K 0.18% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,725 $285K 0.08% 0 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 2,724 $285K 0.08% -332 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,722 $285K 0.01% +184 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 2,714 $284K 0.18% +1,389 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,713 $284K 0.1% -730 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,703 $283K 0.06% +1,841 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,355 $278K 0.03% -2,040 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 2,663 $278K 0.02% -3,108 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,662 $278K 0.02% -1,268 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 2,661 $278K 0.13% -1,354 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 2,640 $276K 0.26% 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,639 $276K 0.04% +1,075 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,636 $276K 0.08% +273 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 2,618 $274K 0.06% +3 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,610 $273K 0.07% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,594 $271K 0.13% +1,054 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,594 $271K 0.08% +555 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 2,593 $271K 0.05% +258 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,584 $270K 0.04% -8 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,579 $270K 0.01% -155 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 2,575 $269K 0.05% +110 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 2,553 $267K 0.15% -27 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,551 $267K 0.05% +465 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 2,550 $267K 0.11% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,541 $266K 0.05% new 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,528 $264K 0.13% -305 13F-HR Timeline Group Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 2,520 $263K 0.05% -18,343 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,511 $262K 0.01% -621 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,508 $262K 0.03% +1,143 13F-HR Timeline NANO CAP NEW MILLENNIUM GROWTH FUND L P More: the full row for NANO CAP NEW MILLENNIUM GROWTH FUND L P 2,500 $261K 0.24% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. 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LLC 2,490 $260K 0.01% -570 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 2,490 $260K 0.21% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,487 $260K 0.03% +52 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1,860 $260K 0.43% +20 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,481 $259K <0.01% +71 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,478 $259K 0.19% -1,757 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 2,475 $259K 0.02% new 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,461 $257K 0.02% -479 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,460 $257K 0.11% +1,245 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 2,450 $256K 0.08% +655 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,840 $256K 0.12% -55 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 2,445 $256K <0.01% -752 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,495 $256K 0.02% new 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,442 $255K 0.02% new 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 2,440 $255K 0.27% new 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 2,431 $254K 0.04% -158 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 2,426 $254K 0.15% -989 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,425 $254K 0.02% +765 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,421 $253K 0.07% +31 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,414 $252K 0.01% +179 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,410 $252K 0.04% -295 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,408 $252K 0.03% +568 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 2,407 $252K 0.06% -91 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,402 $251K 0.02% -603 13F-HR Timeline Penn Mutual Asset Management More: the full row for Penn Mutual Asset Management 2,392 $250K 1.28% -2,923 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 2,383 $249K <0.01% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,382 $249K 0.05% +982 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,374 $248K 0.03% -257 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,371 $248K 0.07% -59 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,371 $248K 0.02% -269 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 2,475 $248K 0.03% new 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 2,370 $248K 0.28% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,369 $248K 0.06% +554 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,369 $248K 0.08% new 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 2,365 $247K 0.2% 0 13F-HR Timeline ANB BANK More: the full row for ANB BANK 2,363 $247K 0.1% +598 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,350 $246K <0.01% -770 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 2,349 $246K 0.07% -46 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 2,345 $245K 0.08% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 2,345 $245K 0.08% +1,090 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,340 $245K 0.02% -185 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 2,336 $244K 0.05% -184 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 2,330 $244K 0.07% -150 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,320 $243K 0.04% +443 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,310 $242K 0.04% +897 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,299 $240K 0.12% +44 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,298 $240K 0.03% +419 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 2,280 $238K 0.18% +30 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 2,278 $238K 0.03% -609 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,275 $238K 0.06% +800 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,270 $237K 0.02% +280 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,266 $237K 0.03% new 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,265 $237K 0.14% +202 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,254 $236K 0.08% +5 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,238 $234K 0.05% +927 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,235 $234K 0.02% -265 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,233 $233K 0.06% +29 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 2,232 $233K 0.24% -508 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 2,231 $233K 0.05% -1,124 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 2,230 $233K 0.16% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 2,225 $233K 0.05% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,220 $232K 0.01% -60 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 2,560 $232K 0.08% +225 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 2,211 $231K 0.15% +211 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,210 $231K 0.02% +669 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 2,196 $230K 0.07% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 2,199 $230K 0.09% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 2,195 $229K 0.01% +205 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,194 $229K 0.01% +239 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,191 $229K 0.11% new 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,190 $229K 0.03% -5,755 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 2,190 $229K 0.17% -1,225 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 2,188 $229K 0.11% new 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,183 $228K 0.05% new 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 2,178 $228K 0.09% +763 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 2,177 $228K 0.23% -1,133 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 2,175 $227K 0.09% new 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 2,171 $227K 0.11% +481 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 2,161 $226K 0.1% +302 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,145 $224K 0.04% -236 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,145 $224K 0.02% new 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 2,140 $224K 0.08% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,136 $223K 0.09% -264 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 2,133 $223K 0.02% new 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,133 $223K 0.03% +103 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 2,133 $223K 0.09% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,130 $223K 0.06% -555 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,127 $222K 0.01% new 13F-HR/A Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,115 $221K 0.01% -575 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,110 $221K 0.07% +100 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 2,107 $220K 0.05% +210 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2,101 $220K 0.06% -519 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,399 $219K 0.08% +54 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 2,091 $219K <0.01% -3,149 13F-HR Timeline Group WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,090 $219K 0.08% new 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 2,087 $218K <0.01% +723 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 2,067 $216K 0.04% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,067 $216K 0.04% -13 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 2,060 $215K 0.01% -3,100 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,060 $215K 0.03% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,050 $214K 0.06% -135 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,046 $214K 0.09% -2,741 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,045 $214K 0.05% +80 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,036 $213K 0.15% +189 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,035 $213K 0.01% -680 13F-HR Timeline Group Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,027 $212K 0.01% -4,425 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 2,022 $211K 0.01% new 13F-HR Timeline Group David J Yvars Group More: the full row for David J Yvars Group 2,020 $211K 0.12% +100 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 2,010 $210K 0.24% +450 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 2,005 $210K 0.07% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,002 $209K <0.01% -162 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 2,001 $209K 0.04% -2,544 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 2,000 $209K 0.11% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,993 $208K <0.01% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,982 $207K 0.03% -664 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 1,980 $207K 0.32% -76 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 1,970 $206K 0.22% 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,970 $206K 0.01% +405 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,970 $206K 0.08% -1,265 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,968 $206K 0.03% +168 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,962 $205K 0.01% new 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 1,959 $205K 0.03% -610 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,955 $204K 0.06% new 13F-HR Timeline PARUS FINANCE (UK) Ltd More: the full row for PARUS FINANCE (UK) Ltd 1,948 $204K 0.06% new 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 1,927 $201K 0.05% 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 1,925 $201K 0.04% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,923 $201K 0.14% +258 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,920 $201K 0.02% -70 13F-HR Timeline