Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,668 $657K 0.15% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,665 $656K 0.36% +99 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,664 $656K 0.04% +1,261 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,658 $654K 0.01% new 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,654 $653K 0.01% +115 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 2,633 $648K 0.17% -27 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,633 $648K 0.02% +1,255 13F-HR/A Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,345 $646K 0.21% +185 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,606 $642K <0.01% -9 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,595 $639K 0.41% -100 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,572 $633K 0.01% +1,279 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,560 $630K 0.11% +126 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,519 $620K 0.04% +364 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,504 $617K 0.15% +176 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,470 $608K 0.16% -251 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 2,452 $604K <0.01% -277 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 2,431 $599K 0.53% 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2,420 $596K 0.38% 0 13F-HR/A Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,398 $590K 0.04% -5 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,327 $590K <0.01% -54 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2,392 $589K 0.19% +109 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,383 $587K 0.29% +181 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,372 $584K <0.01% 0 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,371 $584K -338 Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 2,350 $579K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,342 $577K 0.01% +403 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,331 $574K 0.16% +189 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 2,290 $564K 0.02% -1,432 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 2,285 $563K 0.46% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,280 $561K 0.02% +91 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,274 $560K 0.29% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,249 $554K 0.01% +18 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 2,238 $551K 0.3% 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,221 $547K 0.04% -718 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,207 $543K 0.04% +71 13F-HR/A Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,193 $541K 0.04% +137 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,193 $540K 0.01% 0 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,186 $538K 0.05% +43 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 2,184 $538K 0.39% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,172 $535K <0.01% +235 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,168 $534K 0.05% -173 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,167 $534K 0.13% -5 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,158 $531K 0.01% +679 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 2,152 $530K <0.01% +452 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,151 $530K 0.34% -43 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,128 $524K 0.01% +782 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,115 $521K 0.01% -41 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,102 $518K 0.04% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,062 $508K 0.02% +438 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 2,081 $502K <0.01% +1,718 13F-HR Timeline Group LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,035 $501K 0.28% +1 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 2,002 $493K 0.04% -310 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 1,993 $491K 0.09% -1,113 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 1,983 $488K <0.01% -380 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,983 $488K 0.03% -6,445 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,927 $485K 0.03% +46 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,962 $483K <0.01% -89 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,950 $480K 0.01% +229 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 1,932 $479K <0.01% -27,098 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,927 $474K 0.04% -147 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 1,924 $474K 0.03% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,923 $473K 0.02% +11 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,923 $473K 0.27% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,922 $473K 0.46% 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,892 $466K 0.3% +60 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,866 $459K 0.23% +15 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,854 $456K 0.01% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,820 $448K 0.05% +218 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,820 $448K 0.03% +1,312 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,807 $445K <0.01% -240 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 1,800 $443K 0.08% new 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 1,792 $441K +622 Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 1,790 $441K 0.03% -200 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,787 $440K <0.01% +365 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,672 $437K 0.11% +71 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,773 $437K 0.02% +503 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. World Investment Advisors More: the full row for World Investment Advisors 1,763 $434K 0.01% +773 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,763 $434K 0.01% new 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,758 $432K <0.01% +1,052 13F-HR/A Timeline Group WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 1,730 $430K 0.01% +539 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,736 $427K 0.02% +300 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,726 $425K 0.19% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,714 $422K 0.28% +569 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,710 $421K 0.11% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 1,705 $420K 0.08% -22 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,701 $419K 0.02% +70 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,697 $418K 0.03% +244 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 1,695 $417K 0.11% new 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 1,679 $417K 0.09% -64 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,688 $416K 0.02% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,677 $413K 0.01% -17 13F-HR Timeline Group Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 1,676 $413K 0.08% 0 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 1,664 $410K 0.14% +22 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 1,640 $404K 0.17% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,630 $401K 0.09% +45 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,620 $399K 0.28% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,737 $398K 0.28% -22 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,613 $397K 0.15% -14 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,609 $396K 0.15% +700 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,607 $396K 0.01% +495 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,606 $395K 0.01% +436 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,603 $395K 0.19% -9 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,600 $394K 0.03% +94 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,593 $392K 0.04% +20 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,588 $391K 0.36% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,586 $390K 0.11% +46 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,585 $390K 0.02% +267 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,573 $387K 0.01% -375 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,568 $386K <0.01% +823 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,543 $380K 0.02% -10 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 1,439 $378K 0.03% -179 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,534 $378K 0.1% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,534 $378K 0.11% -39 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 1,531 $377K 0.2% -73 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,531 $377K 0.03% -345 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,530 $377K 0.15% 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,517 $374K 0.01% -2 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 1,507 $371K <0.01% +72 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 1,486 $366K <0.01% new 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,482 $365K 0.01% -158 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,464 $360K 0.01% -10,021 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,449 $357K 0.2% 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,449 $357K <0.01% +163 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,442 $355K 0.01% +302 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,205 $354K 0.03% -265 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 1,433 $353K 0.22% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,401 $352K 0.35% -225 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,429 $352K <0.01% -16,996 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,421 $350K 0.03% -88 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,414 $348K 0.12% 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,409 $347K 0.03% +53 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,405 $346K 0.04% -144 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,402 $345K 0.01% new 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,500 $344K 0.15% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,385 $341K 0.05% -38 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,370 $337K 0.02% +28 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,370 $337K 0.02% -148 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 1,366 $336K 0.29% new 13F-HR Timeline MIG Capital, LLC More: the full row for MIG Capital, LLC 1,364 $336K 0.03% new 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 1,360 $335K 0.02% -564 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,350 $332K 0.01% -436 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,349 $332K 0.05% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,342 $331K 0.01% +499 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,339 $330K 0.02% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,336 $329K 0.08% -117 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 1,333 $328K 0.06% 0 13F-HR/A Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,331 $328K 0.07% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,325 $326K 0.05% +9 13F-HR Timeline American Trust More: the full row for American Trust 1,323 $326K 0.02% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,315 $324K 0.08% +215 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,313 $323K 0.01% -22 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,302 $321K <0.01% 0 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,290 $318K 0.04% new 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 1,283 $316K 0.13% +107 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1,275 $314K 0.01% 0 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,271 $313K <0.01% +172 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,264 $311K <0.01% +112 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,261 $310K 0.05% +143 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 1,261 $310K <0.01% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,261 $310K 0.06% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,249 $308K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,249 $308K 0.01% -588 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,247 $307K 0.02% +36 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 1,247 $307K 0.02% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,242 $306K 0.04% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,232 $303K 0.01% +252 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,226 $302K 0.08% +153 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,225 $302K 0.01% -72 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,221 $301K 0.03% -175 13F-HR/A Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 1,216 $299K 0.22% -42 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,215 $299K 0.01% -46 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,195 $294K 0.03% -52 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,189 $293K 0.01% -20 13F-HR/A Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,188 $292K 0.11% -54 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 1,157 $285K 0.09% -97 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,156 $285K 0.01% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,145 $282K 0.06% +201 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,141 $281K 0.01% +230 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,139 $280K <0.01% new 13F-HR Timeline Group Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 1,139 $280K 0.17% new 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,138 $280K 0.09% -136 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,134 $279K 0.06% +13 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,132 $279K 0.1% +53 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,132 $279K 0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,123 $276K 0.06% -138 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,121 $276K 0.01% +18 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,120 $276K 0.01% -763 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,117 $275K 0.15% -18 13F-HR Timeline Group Concentrum Wealth Management More: the full row for Concentrum Wealth Management 1,107 $273K 0.1% -7 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,090 $268K <0.01% -21 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,089 $268K 0.01% +78 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,089 $268K 0.01% +45 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,087 $268K 0.13% -78 13F-HR Timeline Group SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 1,081 $266K 0.07% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,074 $264K 0.01% 0 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 1,073 $264K <0.01% 0 13F-HR Timeline Group BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,070 $263K 0.02% new 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,070 $263K 0.12% 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,070 $263K 0.1% -12 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 1,067 $263K 0.04% -5 13F-HR Timeline