HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,116 $461K 0.01% -2,275 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 2,857 $460K 0.22% 0 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 2,850 $459K 0.05% 0 13F-HR Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 2,850 $459K 0.42% 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 2,840 $457K 0.11% 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,840 $457K 0.1% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,833 $456K 0.02% -226 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 2,825 $455K 0.39% 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,820 $454K 0.21% 0 13F-HR Timeline Group Prana Capital Management, LP More: the full row for Prana Capital Management, LP 2,815 $453K 0.02% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,811 $452K 0.03% -3,621 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 2,798 $450K 0.26% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 2,793 $450K 0.33% -223 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,778 $447K 0.01% +364 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 2,778 $447K <0.01% +44 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,776 $447K 0.2% new 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 2,776 $447K 0.22% +1,300 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 2,773 $446K 0.28% -80 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. 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More: the full row for YHB Investment Advisors, Inc. 2,730 $439K 0.03% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,667 $439K 0.08% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,721 $438K 0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,716 $437K 0.14% +2,156 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,713 $437K 0.08% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,698 $434K 0.01% -16 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 2,688 $433K 0.13% +30 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 2,680 $431K <0.01% -200 13F-HR Timeline Group PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,678 $431K 0.06% -35 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 2,677 $431K 0.35% 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 2,674 $430K 0.22% +5 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,672 $430K 0.01% -94 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,668 $429K 0.01% -107 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 2,668 $429K 0.03% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,667 $429K 0.04% -15 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,654 $427K 0.05% +130 13F-HR Timeline Kazazian Asset Management, LLC More: the full row for Kazazian Asset Management, LLC 2,650 $427K 0.45% 0 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,650 $427K 0.03% +100 13F-HR Timeline MANE GLOBAL CAPITAL MANAGEMENT LP More: the full row for MANE GLOBAL CAPITAL MANAGEMENT LP 2,647 $426K 0.02% -93,853 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 2,625 $423K 0.03% 0 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 2,623 $422K 0.17% -121 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,622 $422K 0.01% new 13F-HR Timeline Group Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,616 $421K 0.15% -243 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,608 $420K 0.02% +107 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,601 $419K 0.02% +848 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,600 $419K 0.17% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,595 $418K 0.3% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,585 $416K 0.02% +176 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 2,582 $416K 0.31% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,533 $415K 0.03% -133 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,574 $414K 0.05% +163 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 2,564 $413K 0.37% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,560 $412K 0.01% +154 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,531 $407K 0.02% +43 13F-HR Timeline Group GREATMARK INVESTMENT PARTNERS, INC. 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Safra Sarasin Holding AG 2,511 $404K 0.01% +587 13F-HR Timeline Group SP Asset Management LLC More: the full row for SP Asset Management LLC 2,500 $402K 0.03% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,500 $402K 0.05% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,484 $400K 0.22% -119 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 2,467 $397K 0.12% -873 13F-HR/A Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 2,460 $396K 0.16% -271 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,456 $395K <0.01% -389 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,453 $395K 0.02% 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,451 $395K 0.02% -979 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 2,447 $394K 1.22% +180 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,446 $394K 0.04% +240 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 2,445 $394K 0.11% 0 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 2,440 $393K 0.16% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,430 $392K 0.02% +943 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 2,424 $390K 0.22% new 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,419 $389K 0.02% -286 13F-HR Timeline Group Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,393 $385K 0.3% +28 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,391 $385K 0.1% -23 13F-HR/A Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,367 $381K 0.04% -61 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 2,362 $380K 0.57% 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 2,353 $379K 0.24% -124 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,350 $378K 0.02% 0 13F-HR/A Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 2,340 $377K <0.01% +285 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 2,340 $377K 0.03% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,322 $374K 0.1% +110 13F-HR Timeline SS&H Financial Advisors, Inc. 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More: the full row for Quintet Private Bank (Europe) S.A. 2,200 $354K 0.02% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,195 $353K 0.12% +20 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 2,191 $353K 0.23% +19 13F-HR/A Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,189 $352K 0.02% -120 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 2,189 $352K 0.08% -46 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,189 $352K 0.01% -148 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,188 $352K <0.01% -100 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 2,187 $352K 0.34% 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 2,176 $350K 0.3% 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 2,168 $349K 0.04% +208 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,533 $349K 0.09% -2,252 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 2,165 $349K 0.03% +225 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,161 $348K 0.02% +6 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,161 $348K 0.02% +862 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,161 $348K 0.16% -469 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,150 $346K 0.02% +50 13F-HR Timeline Group Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 2,145 $345K 0.04% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,144 $345K 0.03% 0 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 2,133 $343K 0.05% +80 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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