HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,827 $1.26M 0.01% +2,569 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 11,790 $1.25M 0.12% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 11,775 $1.25M 0.08% -45 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 11,715 $1.25M 0.15% +339 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 11,700 $1.24M 0.02% 0 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 11,676 $1.24M 0.55% +900 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 11,659 $1.24M 0.09% 0 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 11,598 $1.23M 0.11% +931 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 12,056 $1.23M 0.56% +1,326 13F-HR Timeline OBERWEIS ASSET MANAGEMENT INC/ More: the full row for OBERWEIS ASSET MANAGEMENT INC/ 11,500 $1.22M 0.06% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,325 $1.2M 0.03% +698 13F-HR Timeline Group B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 11,321 $1.2M 0.34% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 11,308 $1.2M 0.06% +458 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 11,228 $1.19M 0.01% +430 13F-HR Timeline Group WRAPMANAGER INC More: the full row for WRAPMANAGER INC 11,226 $1.19M 0.31% -2,348 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 11,219 $1.19M 0.03% +568 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 11,202 $1.19M 0.79% -361 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 11,200 $1.19M 0.2% +749 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 11,030 $1.17M 0.17% +436 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,029 $1.17M 0.01% -1,467 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 10,959 $1.17M 0.1% +2,187 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 10,846 $1.15M 0.12% +305 13F-HR/A Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 10,845 $1.15M 0.04% -606 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 10,828 $1.15M 0.13% new 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 10,825 $1.15M 0.75% +774 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 10,731 $1.14M 0.56% +13 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 10,719 $1.14M 0.02% -148 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 10,600 $1.13M 0.14% -61,578 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 10,584 $1.13M 0.49% -70 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 10,560 $1.12M <0.01% +274 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 10,553 $1.12M 0.11% +1,331 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 10,549 $1.12M 0.43% new 13F-HR/A Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 10,540 $1.12M 0.33% +3,970 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 10,494 $1.12M 1.2% 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 10,435 $1.11M 0.58% -190 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 10,285 $1.09M 0.63% +522 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 10,225 $1.09M 0.58% 13F-HR Timeline Sheets Smith Investment Management More: the full row for Sheets Smith Investment Management 10,162 $1.08M 0.92% 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 13,358 $1.07M 0.74% +3,687 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 10,008 $1.06M 0.36% new 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 10,000 $1.06M 0.3% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 9,954 $1.06M 0.24% -85 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 9,933 $1.06M 0.15% -1,648 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 9,932 $1.06M 0.06% 0 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 9,910 $1.05M 1.04% 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 9,908 $1.05M 0.22% new 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 9,881 $1.05M 0.07% -8,303 13F-HR Timeline Group Menard Financial Group LLC More: the full row for Menard Financial Group LLC 9,829 $1.05M 0.63% -1,009 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 9,823 $1.04M 0.1% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 9,775 $1.04M 0.05% -650 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,710 $1.03M 0.13% +624 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 9,699 $1.03M 0.54% +275 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 9,634 $1.02M 0.51% -2,021 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 9,569 $1.02M 0.09% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 9,562 $1.02M 0.05% +935 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 9,525 $1.01M 0.05% new 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,484 $1.01M 0.1% +1,513 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 9,463 $1.01M 0.01% -88 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 9,450 $1M 0.48% -400 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 9,430 $1M 0.22% -108 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 9,380 $997K 0.36% +3,918 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 9,379 $997K +1,020 Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 9,367 $996K 0.25% -485 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 9,345 $994K 0.03% -24,906 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 9,303 $989K 0.41% -270 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 9,301 $989K 0.4% +57 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 9,237 $982K 0.42% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 9,076 $965K 0.01% +6,792 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 9,062 $964K 0.21% +4,678 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,004 $957K 0.01% +2,945 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 8,950 $952K 0.07% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 8,933 $950K 0.02% -210 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 8,921 $949K 0.11% -51 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 8,916 $948K 0.08% -15 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 8,910 $947K 0.15% 0 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 8,855 $942K 0.37% -1,400 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 8,818 $938K 0.01% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,816 $937K 0.03% +344 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,781 $934K 0.01% +5,701 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 8,731 $928K 0.02% -185 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,706 $926K 0.03% +608 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 8,703 $925K 0.08% +568 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,671 $922K 0.09% -183 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 8,600 $914K 0.85% 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 8,560 $910K 0.04% +6,058 13F-HR Timeline Impact Asset Management GmbH More: the full row for Impact Asset Management GmbH 8,548 $909K 0.36% -1,319 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 8,542 $908K 0.68% 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 8,423 $896K 0.75% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 8,351 $888K 0.13% -371 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 8,282 $881K 0.21% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 8,241 $876K 0.18% +582 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 8,227 $875K 0.45% -5 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 8,220 $874K 0.26% +950 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 8,209 $873K 0.13% -9,138 13F-HR/A Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 8,208 $873K 0.11% -1,000 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 8,181 $870K 0.14% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 8,110 $862K 0.08% +373 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 8,108 $862K 0.66% -3,755 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 8,104 $862K 0.01% -16 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 8,099 $861K 0.52% -750 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,058 $857K 0.02% +202 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 8,030 $854K 0.18% -20 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 8,000 $851K 0.2% -2,567 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 7,974 $848K 0.19% -799 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 7,970 $847K 0.15% +50 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 7,896 $840K 0.15% -100 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 7,880 $838K 0.1% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7,832 $833K 0.01% +153 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 7,775 $827K 0.1% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 7,774 $827K 0.22% -353 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 7,696 $818K 0.23% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 7,675 $816K 0.06% -126 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 7,666 $815K <0.01% new 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 7,619 $810K 0.3% -1,161 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,787 $806K 0.02% +491 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 7,575 $805K 0.19% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,526 $800K 0.04% +3,377 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,508 $798K 0.05% +1,033 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,488 $796K 0.06% +1,658 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 7,460 $793K 0.07% +146 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 7,421 $789K 0.16% +4 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 7,406 $787K 0.42% -401 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 7,403 $787K 0.39% -443 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 7,262 $772K 0.08% +239 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 7,253 $771K 0.04% +282 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 7,212 $767K 0.2% new 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) 7,193 $765K 0.02% -1,109 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 7,190 $764K 0.06% +1,036 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 7,168 $762K 0.63% 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,125 $758K 0.01% +2,953 13F-HR/A Timeline Group CNB Bank More: the full row for CNB Bank 7,102 $755K 0.35% -294 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 7,085 $753K 0.21% -49 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 7,080 $753K 0.07% +555 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 7,050 $750K 0.02% new 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 7,032 $748K <0.01% +2,796 13F-HR Timeline Group Spahn Wealth & Retirement LLC More: the full row for Spahn Wealth & Retirement LLC 7,013 $746K 0.49% 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 7,000 $744K 0.03% -1,000 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 6,996 $744K 0.02% new 13F-HR Timeline Group Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 6,950 $739K 0.48% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 6,917 $735K 0.13% +2,806 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 6,893 $733K 0.15% +123 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,860 $729K 0.01% +16 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,852 $729K 0.04% -1,345 13F-HR/A Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,840 $727K 0.01% +3,422 13F-HR Timeline Group Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,610 $722K 0.16% -75 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 6,151 $718K 0.62% 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 6,744 $717K 0.81% 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,726 $715K 0.06% +232 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 6,712 $714K 0.01% -7,744 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,685 $711K 0.07% -263 13F-HR/A Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 6,611 $703K 0.02% +180 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 6,606 $702K 0.06% -5,254 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 6,585 $700K 0.45% +185 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 6,580 $700K 0.01% -4,295 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6,568 $698K 0.23% 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 6,559 $697K 0.36% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,553 $697K 0.06% -1,960 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 6,545 $696K 0.33% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 6,510 $692K 0.11% -1,100 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 6,500 $691K 0.05% 0 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,474 $688K 0.14% -51 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 6,460 $687K 0.46% 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 6,451 $686K <0.01% -407 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 6,444 $685K 0.02% -41 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 6,421 $683K 0.04% -39 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 6,410 $682K 0.21% +548 13F-HR Timeline Group Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 6,398 $680K 0.09% -875 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,386 $679K 0.04% +79 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 6,349 $675K 0.1% -180 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,320 $672K 0.02% -1,029 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 6,315 $671K 0.27% +85 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 6,302 $670K 0.17% +310 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 4,220 $669K 0.07% -2,776 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,260 $666K 0.07% -955 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 6,244 $664K 0.56% 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 6,236 $663K 0.21% -245 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 6,202 $659K 0.16% 0 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 6,200 $659K 0.69% 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 6,193 $659K 0.13% -111 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 6,186 $658K 0.03% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 6,152 $654K 0.08% +17 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 6,139 $653K 0.17% +86 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 6,134 $652K 0.23% +1 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,062 $645K 0.06% +3,249 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 6,061 $644K 0.03% -1,703 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 6,000 $638K 0.04% 0 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 6,000 $638K 0.54% -300 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,999 $638K 0.02% -379 13F-HR/A Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,979 $636K 0.02% +609 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,973 $635K 0.22% -124 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 5,962 $634K 0.29% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,945 $632K 0.03% -637 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 5,939 $631K 0.8% 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,858 $630K 0.34% -769 13F-HR/A Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 5,921 $630K 0.2% new 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 5,875 $625K 0.23% -425 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 5,856 $623K 0.03% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,820 $619K 0.05% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,806 $617K 0.1% -40 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,790 $616K 0.12% 0 13F-HR Timeline