Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,932 $804K 0.04% -499 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 4,925 $803K 0.04% 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,861 $793K 0.07% +46 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 4,859 $793K 0.15% +23 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,850 $791K 0.03% -49 13F-HR Timeline Group FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 4,826 $787K 0.06% -308 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,807 $784K 0.02% -884 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 4,800 $783K 0.34% -11 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 4,799 $783K 0.23% -6,000 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,794 $782K 0.01% +168 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4,786 $781K 0.27% +103 13F-HR Timeline Sunbelt Securities, Inc. 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More: the full row for Compound Planning, Inc. 4,668 $761K 0.02% +347 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 4,633 $756K 0.66% 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,624 $754K 0.03% +4 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,605 $751K +488 Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,569 $745K 0.04% +14 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 4,540 $741K 0.34% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,516 $737K 0.04% +201 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,430 $723K 0.02% +5 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,401 $718K 0.01% +201 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 4,400 $718K 0.6% +1,850 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,399 $718K 0.04% +755 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,367 $712K 0.01% -289 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 4,340 $708K 0.02% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,282 $698K 0.05% +20 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 4,265 $696K 0.26% +1 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 4,258 $695K 0.02% -674 13F-HR Timeline Group Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 4,200 $694K 0.01% +1,441 13F-HR Timeline Group GKV Capital Management Co., Inc. 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Empirical Wealth Management 4,187 $683K 0.01% -679 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 4,141 $675K 0.12% +3,745 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,053 $661K 0.06% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 4,043 $659K 0.07% +1 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,031 $657K 0.01% -803 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,000 $652K 0.02% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,000 $652K 0.07% 0 13F-HR Timeline Turas Capital Management LP More: the full row for Turas Capital Management LP 4,000 $652K 0.22% 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. 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More: the full row for DeDora Capital, Inc. 3,825 $624K 0.15% +42 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,822 $623K 0.04% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,799 $620K 0.02% +338 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 3,771 $615K 0.15% 0 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 3,756 $613K 0.25% -123 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,750 $612K <0.01% 0 13F-HR Timeline Group Oceanic Investment Management LTD More: the full row for Oceanic Investment Management LTD 3,742 $610K 0.64% 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 3,742 $610K 0.23% -484 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,684 $609K 0.01% -2,816 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,731 $608K 0.01% +180 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 3,730 $608K 0.39% -179 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,729 $608K 0.05% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,693 $602K 0.01% +1,038 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 3,632 $592K 0.07% +500 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,306 $590K 0.16% +116 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,611 $589K 0.02% 0 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 3,609 $589K 0.09% -396 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,605 $588K 0.01% +1,923 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 3,590 $586K <0.01% new 13F-HR Timeline Group TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 3,571 $582K 0.07% +6 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,569 $582K 0.03% +437 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,550 $579K 0.01% -2,150 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,537 $579K 0.02% -1,201 13F-HR Timeline Group Asset Advisory Group, Inc. 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More: the full row for Goelzer Investment Management, Inc. 3,435 $560K 0.03% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,416 $557K 0.08% -449 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 3,348 $546K 0.15% -1,001 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,352 $545K 0.05% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,341 $545K 0.01% +312 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 3,323 $542K 0.53% 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 3,320 $542K 0.02% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,307 $539K 0.01% -62 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,307 $539K 0.07% -5 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,306 $539K 0.01% +64 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3,300 $538K 0.08% -21 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 3,295 $537K +1,509 Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,239 $534K 0.03% -1,153 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,263 $532K <0.01% +1,143 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,262 $532K <0.01% +819 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,246 $530K 0.02% +431 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,243 $529K 0.01% +254 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3,232 $529K 0.1% +3,118 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 3,240 $529K 0.07% 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 3,230 $527K 0.51% 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,216 $525K 0.08% +114 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 3,188 $520K 0.24% +117 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,184 $519K 0.28% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,134 $511K 0.01% +153 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,133 $511K 0.23% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,092 $504K 0.02% +295 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,090 $504K 0.02% +505 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 3,055 $498K 0.06% 0 13F-HR Timeline Accredited Investors Inc. 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LTD. 3,027 $494K 0.03% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,025 $493K 0.04% -83 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,023 $493K 0.01% +310 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3,000 $489K 0.02% 0 13F-HR Timeline Disciplined Investors, L.L.C. 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More: the full row for PFC CAPITAL GROUP, INC. 2,918 $475K 0.2% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2,909 $474K 0.14% -145 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 2,900 $473K 0.14% -237 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,891 $472K 0.05% new 13F-HR Timeline Flagship Capital Management Inc. More: the full row for Flagship Capital Management Inc. 2,890 $471K 0.33% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,872 $468K 0.04% +262 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,859 $466K 0.01% -544 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,839 $463K <0.01% +36 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,830 $462K 0.03% -399 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,830 $462K 0.25% +433 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,822 $460K 0.05% -20 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,788 $455K 0.03% +3 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,765 $451K <0.01% -562 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,753 $449K 0.02% +15 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,750 $449K 0.01% -7,924 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 2,750 $449K 0.16% -54 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,355 $447K 0.11% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,710 $447K 0.02% +85 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,738 $447K 0.14% -248 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,738 $447K <0.01% +918 13F-HR Timeline Hillman Capital Management, Inc. More: the full row for Hillman Capital Management, Inc. 2,703 $441K 0.28% -19,783 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 2,688 $438K 0.41% -45 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,677 $437K 0.12% +77 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,676 $436K 0.19% +22 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,674 $436K 0.02% -9 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 2,666 $435K 0.48% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,661 $434K 0.02% +126 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 2,508 $432K 0.3% -44 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,625 $428K 0.06% -489 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 2,617 $427K 0.09% -702 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,612 $426K <0.01% +191 13F-HR Timeline Group Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 2,702 $426K 0.15% new 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 2,600 $424K 0.09% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,583 $423K 0.05% -114 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,580 $421K 0.18% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,568 $419K 0.03% -467 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,558 $417K 0.02% -472 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,537 $414K 0.02% -137 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 2,523 $412K 0.12% -48,129 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,520 $411K 0.15% -8,138 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,512 $410K 0.01% +39 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,511 $410K 0.01% +154 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,508 $409K 0.06% -745 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 2,121 $407K 0.25% +258 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,491 $406K 0.17% +8 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 2,468 $403K 0.04% +18 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 2,465 $402K 0.29% 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,456 $401K 0.03% +297 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,455 $400K 0.09% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,446 $399K 0.01% -15 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,441 $398K 0.13% -1,014 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,429 $398K 0.01% +325 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,430 $396K 0.28% -591 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 2,426 $396K 0.14% +3 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,421 $395K 0.01% +22 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 2,416 $394K <0.01% +171 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,389 $394K 0.04% -550 13F-HR Timeline Security Financial Services, INC. 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