Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,724 $760K 0.12% +83 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,704 $757K 0.06% -21 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,685 $754K 0.01% -48 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 4,680 $753K 0.08% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,677 $753K 0.01% +391 13F-HR Timeline Group NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 4,664 $751K 0.05% -4 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,657 $750K 0.04% +1,550 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 4,651 $749K 0.43% +30 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 4,649 $748K 0.02% -2 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,637 $746K 0.03% -29,947 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,626 $745K 0.02% -49,319 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 4,608 $742K 0.25% -713 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,597 $740K 0.09% +661 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,542 $735K 0.03% +1,410 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,563 $735K 0.05% +441 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,547 $732K 0.04% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,541 $731K 0.18% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,524 $728K 0.02% +190 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 4,425 $728K 0.08% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,521 $728K 0.62% -11,071 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 4,508 $726K 0.08% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,474 $720K 0.01% +2 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 4,473 $720K -22,144 Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,470 $720K 0.11% +70 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,468 $719K 0.21% +3 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 4,469 $719K 0.87% -2,810 13F-HR/A Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 4,442 $715K 0.46% -104 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,426 $712K 0.04% +2,586 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,402 $709K 0.04% -144 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 4,396 $708K 0.61% 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,368 $703K 0.07% -145 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,358 $702K 0.05% -30 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,339 $698K 0.01% +1,695 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,337 $698K 0.01% +279 13F-HR Timeline Group POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 4,330 $697K 0.25% -222 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,324 $696K 0.23% -114 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,322 $696K 0.01% +454 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 4,296 $691K 0.13% -2,141 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 4,292 $691K 0.43% +16 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 4,270 $687K 0.44% 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 4,238 $682K 0.4% +170 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 4,237 $682K 0.23% -630 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 4,235 $682K 0.01% +1,720 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,223 $680K 0.02% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,184 $673K 0.15% -6,072 13F-HR Timeline QVT Financial LP More: the full row for QVT Financial LP 4,165 $670K 0.06% new 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 4,150 $668K 0.24% +750 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,137 $666K 0.33% -467 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 4,135 $666K 0.52% +60 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,124 $664K 0.05% +144 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,123 $664K 0.02% +487 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,121 $663K 0.19% -85 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 4,120 $663K 0.08% 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 4,104 $661K 0.06% -153 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 4,081 $658K 0.01% +949 13F-HR/A Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 4,086 $658K <0.01% -149 13F-HR Timeline Group Essex LLC More: the full row for Essex LLC 4,085 $658K 0.12% -94 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 4,075 $656K 0.55% 13F-HR Timeline EMERALD MUTUAL FUND ADVISERS TRUST in group EMERALD ADVISERS, LLC More: the full row for EMERALD MUTUAL FUND ADVISERS TRUST 4,053 $652K 0.03% 0 13F-HR Timeline Group B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 4,024 $648K 0.2% -5,311 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 4,020 $647K 0.06% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 4,018 $647K 0.28% +134 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 4,000 $644K 0.44% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 4,000 $644K 0.07% 0 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 4,000 $644K 0.58% 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 3,998 $644K 0.48% 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 3,995 $643K 0.69% 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 3,981 $641K 0.16% +68 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 3,958 $637K 0.15% 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,951 $636K 0.01% 0 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 3,945 $635K 0.25% -100 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,944 $635K 0.12% -479 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,939 $634K 0.09% 0 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 3,936 $634K 0.3% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,935 $633K 0.08% -1,329 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 3,752 $632K 0.03% -510 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,906 $629K 0.02% +129 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 3,904 $629K <0.01% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 3,904 $628K 0.05% +2,201 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 3,897 $627K 0.02% +520 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,880 $625K 0.09% 0 13F-HR/A Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 3,877 $624K 0.21% +279 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,873 $623K 0.01% +175 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 3,855 $621K 0.07% -129 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,821 $615K 0.02% +94 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,799 $612K 0.01% -945 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,798 $611K 0.05% -68 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 3,795 $611K 0.29% +51 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,790 $610K 0.01% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,773 $607K 0.07% +584 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,773 $607K 0.04% -5 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 3,772 $607K 0.33% -290 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,764 $606K 0.13% -51 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 3,752 $605K 0.39% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,747 $603K 0.01% +146 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 3,734 $601K 0.37% 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 3,730 $600K 0.13% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,730 $600K 0.17% +1,265 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 3,717 $598K 0.02% +697 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,702 $596K 0.01% +1,484 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,695 $595K 0.2% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,693 $594K 0.12% new 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,685 $593K 0.02% +145 13F-HR Timeline GAGNON SECURITIES LLC in group GAGNON SECURITIES LLC More: the full row for GAGNON SECURITIES LLC 3,684 $593K 0.12% -1,661 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,676 $592K 0.01% +12 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,673 $591K 0.03% +57 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 3,667 $590K 0.25% +270 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,646 $587K 0.01% +18 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 3,631 $584K 0.61% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,612 $581K 0.04% -122 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 3,610 $581K 0.09% -1,475 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 3,608 $581K 0.09% 0 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 3,593 $578K 0.11% +117 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 3,589 $578K 0.18% -63 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,586 $577K 0.03% +272 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,580 $576K 0.12% 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,580 $576K 0.02% +1,093 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 3,576 $576K 0.21% -276 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 3,557 $573K 0.1% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,555 $572K 0.01% +174 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 3,540 $570K 0.25% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,443 $566K 0.07% +5 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,492 $562K 0.22% +179 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,485 $561K 0.03% +42 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 3,472 $559K 0.11% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,471 $559K 0.02% -298 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,471 $559K 0.2% +92 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,463 $557K 0.36% -350 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,461 $557K 0.03% +723 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,456 $556K 0.03% +66 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,450 $555K 0.04% +371 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,437 $553K 0.19% +2,850 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 3,416 $550K 0.17% -223 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,415 $550K 0.02% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,400 $548K 0.08% 0 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 3,403 $548K -84 Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 3,374 $543K 0.52% 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 3,352 $540K +1,846 Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 3,343 $538K 0.01% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 3,323 $535K 0.06% -42 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 3,310 $533K 0.05% -47,800 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,310 $533K 0.13% +20 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 3,300 $531K 0.08% 0 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 3,290 $530K 0.1% -51 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,273 $527K 0.18% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,265 $526K 0.07% +30 13F-HR Timeline CTC LLC More: the full row for CTC LLC 3,256 $524K 0.05% new 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,251 $523K 0.16% 0 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 3,246 $523K 0.41% 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,242 $522K 0.06% -68 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,222 $519K 0.06% -45 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 3,220 $518K 0.12% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,215 $518K 0.19% +151 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 3,867 $511K 0.17% +2,811 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,172 $511K 0.03% +782 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,166 $510K 0.02% -1,363 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,164 $509K 0.02% +80 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,054 $509K 0.02% +475 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 3,153 $508K 0.18% -167 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,150 $507K 0.05% -313 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 3,144 $506K 0.49% 13F-HR Timeline DSM CAPITAL PARTNERS LLC More: the full row for DSM CAPITAL PARTNERS LLC 3,118 $502K 0.01% +1,126 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 3,111 $501K 0.37% -18,360 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 3,104 $500K 0.31% +161 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3,099 $499K 0.18% -851 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 3,097 $499K 0.08% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,090 $497K <0.01% -282 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 3,086 $497K 0.07% -19 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 3,077 $495K 0.24% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,077 $495K 0.13% -19 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 3,073 $495K 0.08% -341 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 3,065 $493K 0.33% 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,059 $492K 0.04% -10,800 13F-HR Timeline Ebert Capital Management Inc. More: the full row for Ebert Capital Management Inc. 3,750 $492K 0.48% 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 3,045 $490K 0.15% +53 13F-HR Timeline FJ Capital Management LLC More: the full row for FJ Capital Management LLC 3,036 $489K 0.05% new 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,033 $488K 0.12% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,025 $487K 0.05% +81 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,019 $486K 0.05% +228 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,016 $485K 0.14% -887 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 3,005 $484K 0.32% -237 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,000 $483K 0.02% 0 13F-HR Timeline Group MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 3,000 $483K 0.17% 0 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 3,000 $483K 0.04% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,992 $482K 0.04% -14 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,046 $481K 0.04% +149 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,988 $481K 0.12% -4,000 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 2,970 $478K 0.06% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,964 $477K 0.03% +60 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,955 $476K 0.04% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,955 $476K 0.04% +1,300 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,944 $474K 0.05% +45 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,935 $472K 0.03% -410 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 2,926 $471K 0.7% 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,918 $470K 0.08% +1,065 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 2,906 $468K 0.27% +50 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 2,825 $465K 0.21% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,881 $464K 0.09% -31 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 2,878 $463K <0.01% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,867 $462K 0.05% -227 13F-HR Timeline