REDW Wealth LLC More: the full row for REDW Wealth LLC 52,339 $3.08M 1.1% -25 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 52,312 $3.08M 1.29% new 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 52,120 $3.07M 0.9% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 52,100 $3.07M 0.15% +20,668 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 51,554 $3.04M 0.03% +629 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 51,223 $3.02M 0.95% +2,900 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 53,413 $3.01M 0.08% +1,908 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 50,616 $2.98M 0.5% +18,381 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 49,972 $2.94M 0.3% +4,735 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 48,920 $2.88M 0.02% +8,066 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 48,946 $2.88M 0.01% +646 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 54,670 $2.88M 0.05% +11,484 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 49,393 $2.86M 0.95% +19,309 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 48,304 $2.85M 0.09% +8,160 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 48,189 $2.84M 0.09% -1,995 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 47,491 $2.8M 1.11% +11,071 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 47,127 $2.78M 0.08% +9,144 13F-HR Timeline Group Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 47,075 $2.77M 0.68% +32,816 13F-HR Timeline First Heartland Consultants, Inc. 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More: the full row for Koshinski Asset Management, Inc. 37,666 $2.22M 0.12% +1,776 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 37,538 $2.21M 1.07% -1,705 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 37,403 $2.2M 0.43% +1,374 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 37,070 $2.18M 0.84% -4,659 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 37,032 $2.18M 0.36% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 36,690 $2.16M 0.03% -408 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 36,503 $2.15M 0.67% -1,099 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 36,178 $2.13M 0.95% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 35,610 $2.1M 0.02% +2,149 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 35,503 $2.09M 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 34,703 $2.04M 0.1% 0 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 34,621 $2.04M 1.57% -439 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 34,488 $2.03M <0.01% +19,228 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 33,336 $1.96M 0.06% 0 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 32,818 $1.93M 0.56% +26,826 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 32,624 $1.92M 0.05% +900 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 32,194 $1.9M 0.13% +222 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 32,091 $1.89M 0.66% -576 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 31,572 $1.86M 0.11% new 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 31,435 $1.85M 0.09% +3,663 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 31,167 $1.84M 0.16% -6,400 13F-HR Timeline Group BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 30,855 $1.82M 0.44% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 30,818 $1.82M 1.09% +5,170 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 30,607 $1.8M 0.02% +13,466 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 30,548 $1.8M 0.02% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 30,439 $1.79M 0.32% +358 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 30,297 $1.78M 1.05% +1,219 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 30,233 $1.78M 0.05% +1,882 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 29,996 $1.77M 1.2% -848 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 29,934 $1.76M 0.81% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 29,834 $1.76M 0.07% +29,606 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 29,288 $1.73M 0.16% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 28,969 $1.71M 0.02% -575 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 28,941 $1.71M 0.15% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 28,834 $1.7M 1.07% -850 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 28,442 $1.68M 0.5% +2,167 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 28,311 $1.67M <0.01% +10,356 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 28,186 $1.66M 0.03% -400 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 28,422 $1.66M 0.52% +11,409 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 27,840 $1.64M 0.14% +275 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 27,653 $1.63M 0.37% -650 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 27,428 $1.62M 0.02% -2 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 27,426 $1.62M 0.01% +9,255 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 27,368 $1.61M 0.11% -875 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 27,337 $1.61M 0.68% -165 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 27,304 $1.61M <0.01% +22,733 13F-HR Timeline Group KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 27,259 $1.61M 0.29% +1,379 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 27,215 $1.6M 0.01% -1,252 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 26,466 $1.56M 0.11% +137 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 26,364 $1.56M 0.32% -1,072 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 26,392 $1.56M 0.13% 0 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 25,992 $1.53M 0.31% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 25,711 $1.51M 0.09% +7,981 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 25,630 $1.51M <0.01% +1,801 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 25,565 $1.51M 0.06% +11,451 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 25,606 $1.51M 0.51% +63 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 25,236 $1.49M <0.01% +7,740 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 25,131 $1.48M 0.14% -975 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 24,794 $1.45M 0.54% +685 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 24,353 $1.43M 0.31% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 24,105 $1.42M 0.01% +6,733 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 23,852 $1.41M 0.07% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 23,767 $1.4M 0.01% +128 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 23,375 $1.38M 0.34% +800 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 22,565 $1.33M 1.09% +747 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 22,484 $1.32M <0.01% +3,123 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 22,172 $1.31M 0.05% +955 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 21,996 $1.3M 0.29% +7,855 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 21,965 $1.29M 0.09% -4,867 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 21,874 $1.29M 0.01% +1,745 13F-HR Timeline Group Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 21,834 $1.29M 0.41% 0 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 21,787 $1.28M <0.01% -227 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 21,230 $1.25M 0.01% +2,128 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 20,878 $1.23M 0.04% +1,468 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 20,835 $1.23M 0.44% +153 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 20,598 $1.21M 0.18% +23 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 20,368 $1.2M 0.06% +60 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 20,174 $1.19M 0.05% -6,442 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 19,755 $1.16M 0.08% +1,762 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 19,685 $1.16M 0.03% +754 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 19,631 $1.16M 0.1% -525 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 19,540 $1.15M 0.07% +230 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 19,472 $1.15M 0.01% -376 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 19,386 $1.14M <0.01% 0 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 19,283 $1.14M 0.01% +577 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 18,856 $1.11M 0.91% +3,236 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 18,666 $1.1M 0.04% +2,109 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 18,663 $1.1M 0.25% +2,960 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 18,065 $1.06M 0.96% +468 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 17,939 $1.06M 0.01% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 17,847 $1.05M 0.06% -570 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 17,633 $1.04M 0.03% +388 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 17,549 $1.03M 0.07% +600 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 17,513 $1.03M 0.65% +429 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 17,453 $1.03M <0.01% -10,328 13F-HR/A Timeline Group Cornerstone Wealth, LLC/TN More: the full row for Cornerstone Wealth, LLC/TN 17,881 $1.01M 0.51% -7,415 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 17,115 $1.01M 0.55% +8 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 17,010 $1M 0.04% -150 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 16,849 $993K 0.01% +2,325 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 16,811 $992K 0.03% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 16,793 $989K 0.06% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 16,734 $986K 0.08% +1,978 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 17,924 $986K 0.07% +4,877 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 16,500 $972K 0.03% new 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 16,462 $970K 0.12% 0 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 16,392 $966K 0.09% +87 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 16,274 $959K 0.26% +2,823 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 16,225 $956K 0.05% +4,751 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 16,201 $955K 0.05% +922 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 16,150 $952K 0.01% +32 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 16,141 $951K 0.07% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 16,099 $949K 0.01% new 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 15,984 $942K 0.42% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 15,861 $935K <0.01% 0 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 15,840 $933K 0.39% +2,052 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 15,812 $932K <0.01% -883 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 16,038 $925K 0.06% +999 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 15,471 $913K 0.01% +748 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 15,484 $912K <0.01% new 13F-HR Timeline Group Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 15,317 $903K 0.33% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 15,267 $900K 0.25% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 15,197 $895K 0.01% +5,853 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 15,179 $894K 0.01% -5,089 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 14,914 $879K 0.05% -1,605 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 14,909 $878K 0.45% -184 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 14,839 $874K 0.03% +4,503 13F-HR Timeline Group Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 15,128 $873K 1.01% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 14,629 $862K 0.04% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 14,502 $856K 0.09% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 14,510 $854K <0.01% +4,510 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 14,668 $844K 0.02% -600 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 14,130 $833K 0.17% -12,645 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 14,114 $832K 0.01% +7,349 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 14,098 $831K 0.01% 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 14,037 $827K 0.03% new 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 14,020 $826K 0.35% +850 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 14,015 $826K 0.21% +2,879 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 14,002 $825K 0.01% -300 13F-HR Timeline Group Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 13,917 $821K 0.2% -125 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 13,832 $815K 0.01% -780 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 13,549 $798K 0.11% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 13,480 $794K 0.01% -27,419 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 13,399 $789K 0.55% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 13,347 $786K 0.02% -1 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 13,267 $782K 0.16% +525 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13,226 $779K 0.01% 0 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 13,189 $777K 0.01% new 13F-HR Timeline Group Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 12,771 $754K 0.12% +708 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 12,744 $751K 0.01% 0 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 12,402 $731K 0.01% +946 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 12,397 $730K 0.41% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 12,148 $716K 0.07% +4,470 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 12,138 $715K 0.01% -63 13F-HR Timeline Group OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 12,000 $707K 0.13% 0 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 12,000 $707K 0.32% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 11,902 $701K 0.02% +96 13F-HR Timeline