DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,120 $403K 0.07% 0 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 1,116 $402K 0.18% 0 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 1,108 $399K 0.42% 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,108 $399K 0.01% +184 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,102 $397K 0.24% +65 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,101 $397K 0.06% -32 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,099 $396K 0.17% -246 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 1,097 $395K 0.28% new 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,093 $394K 0.19% +80 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 1,088 $392K 0.41% 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 948 $391K 0.23% +76 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 1,078 $388K 0.14% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,076 $388K 0.08% -70 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,076 $388K 0.09% +146 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,072 $386K <0.01% new 13F-HR Timeline Group ARWA LLC More: the full row for ARWA LLC 1,070 $385K 0.23% 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 1,067 $384K <0.01% +5 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,067 $384K 0.02% -33 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 1,060 $382K 0.13% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,059 $381K 0.02% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,054 $379K 0.04% +74 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,046 $377K 0.01% +486 13F-HR Timeline Group Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,045 $376K 0.05% +313 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,045 $376K 0.03% +291 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 1,043 $376K 0.08% +96 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 1,039 $374K 0.03% -35 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,033 $372K <0.01% +220 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 1,030 $371K 0.05% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,024 $369K 0.13% -49 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 1,019 $367K 0.2% +2 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 1,015 $365K 0.22% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,011 $364K 0.01% -21 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,010 $364K 0.01% +42 13F-HR Timeline Welch Financial Planning, LLC More: the full row for Welch Financial Planning, LLC 1,010 $364K 0.26% 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 1,000 $360K 0.79% 0 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 1,000 $360K 0.02% new 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 996 $359K 0.01% +71 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 996 $359K 0.09% -2 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 994 $358K 0.1% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 993 $357K 0.05% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 991 $357K 0.09% +89 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 990 $357K 0.03% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 987 $355K 0.19% 13F-HR/A Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 984 $354K 0.05% +61 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 983 $354K 0.07% +505 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 981 $353K 0.29% -270 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 971 $350K 0.01% +250 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 971 $350K 0.02% -50 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 961 $346K 0.1% -1 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 958 $345K 0.23% 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 951 $342K 0.2% 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 943 $340K 0.12% -7 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 943 $340K 0.02% +271 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 1,039 $339K 0.16% 0 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 935 $337K 0.04% +3 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 931 $335K 0.31% 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 923 $332K 0.13% +127 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 922 $332K 0.1% +66 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 922 $332K 0.12% +1 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 921 $332K 0.02% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 905 $326K 0.11% 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 904 $326K 0.2% -20 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 903 $325K 0.03% +3 13F-HR Timeline Group Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 898 $323K 0.11% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 894 $322K 0.04% +3 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 892 $321K 0.01% -272 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 888 $320K <0.01% +390 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 888 $320K 0.03% +213 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 887 $319K 0.05% 0 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 882 $317K 0.03% new 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 878 $316K 0.03% 0 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 876 $315K 0.05% +126 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 874 $315K 0.02% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 874 $315K 0.13% +10 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 873 $314K 0.04% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 869 $313K 0.2% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 863 $311K 0.04% new 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 862 $310K 0.11% new 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 856 $308K 0.16% 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 48,752 $308K 0.24% +47,844 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 855 $308K 0.15% +15 13F-HR Timeline SB Capital Management Inc More: the full row for SB Capital Management Inc 855 $308K 0.11% 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 849 $306K 0.03% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 846 $305K 0.07% 0 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 845 $304K 0.09% +129 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 845 $304K 0.24% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 844 $304K <0.01% +29 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 843 $304K 0.02% 0 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 1,220 $299K 0.03% 0 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 831 $299K <0.01% +441 13F-HR Timeline Group Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 825 $297K 0.08% -75 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 824 $297K 0.24% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 820 $295K 0.08% -25 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 818 $295K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Abound Wealth Management More: the full row for Abound Wealth Management 814 $293K 0.07% -34 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 810 $292K 0.16% +9 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 700 $290K 0.09% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 802 $289K <0.01% +1 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 800 $288K 0.04% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 800 $288K 0.2% new 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 798 $287K 0.17% new 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 795 $286K 0.07% +3 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 786 $283K 0.07% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 785 $283K 0.03% 0 13F-HR Timeline ASSET PLANNING SERVICES INC /LA/ /ADV More: the full row for ASSET PLANNING SERVICES INC /LA/ /ADV 784 $282K 0.12% -7 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 769 $279K 0.16% 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 772 $278K 0.11% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 769 $277K 0.16% -83 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 759 $273K 0.07% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 757 $273K <0.01% +114 13F-HR Timeline Group Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 756 $272K 0.01% +2 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 755 $272K 0.12% new 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 753 $271K 0.18% new 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 752 $271K 0.23% 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 752 $271K 0.27% 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 750 $270K <0.01% -20,517 13F-HR Timeline Group Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 748 $270K 0.13% 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 747 $269K 0.06% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 747 $269K 0.01% new 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 744 $268K 0.05% -9 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 735 $265K 0.07% +92 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 730 $263K 0.08% +85 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 730 $263K 0.02% -20 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 725 $261K 0.12% -100 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 724 $261K 0.08% -84 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 724 $261K 0.07% new 13F-HR Timeline DLD Asset Management, LP More: the full row for DLD Asset Management, LP 723 $260K 0.03% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 717 $258K 0.03% 0 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 712 $256K 0.16% 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 711 $256K 0.02% -289 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 709 $255K 0.07% +25 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 708 $255K <0.01% new 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 707 $255K 0.01% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 701 $252K <0.01% -494 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 701 $252K 0.03% 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 700 $252K 0.19% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 700 $252K 0.05% +100 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 695 $250K <0.01% -31 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 694 $250K 0.17% -6 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 694 $250K <0.01% new 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 689 $248K 0.02% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 688 $248K <0.01% new 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 676 $247K 0.1% +2 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 682 $246K 0.13% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 680 $245K 0.03% new 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 679 $245K 0.07% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 676 $244K <0.01% new 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 675 $243K 0.04% 0 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 671 $242K 0.12% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 668 $241K 0.02% new 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 666 $240K 0.02% new 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 663 $239K 0.02% new 13F-HR Timeline Group Atom Investors LP More: the full row for Atom Investors LP 663 $239K 0.02% -18,894 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 660 $238K 0.08% 0 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 650 $234K 0.05% -239 13F-HR Timeline CLG LLC More: the full row for CLG LLC 649 $234K 0.06% new 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 645 $232K 0.04% +4 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 644 $232K 0.02% -1 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 642 $231K 0.12% +2 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 642 $231K 0.05% 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 640 $230K 0.32% 0 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 631 $227K 0.18% new 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 625 $227K <0.01% 0 13F-HR Timeline Group PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 630 $227K 0.04% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 630 $227K 0.01% -200 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 629 $227K 0.08% +595 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 629 $227K 0.02% +1 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 629 $227K <0.01% -61 13F-HR Timeline Group SEARLE & CO. More: the full row for SEARLE & CO. 627 $226K 0.06% 0 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 627 $226K 0.1% +2 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 625 $225K 0.03% +6 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 623 $224K 0.12% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 614 $221K <0.01% new 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 613 $221K 0.25% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 611 $220K 0.04% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 611 $220K 0.07% new 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 610 $220K 0.05% new 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 609 $219K 0.26% -3,710 13F-HR/A Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 608 $219K 0.04% -221 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 540 $219K 0.1% -77 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 606 $218K 0.04% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 606 $218K 0.01% new 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 601 $216K 0.06% new 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 600 $216K 0.02% new 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 600 $216K 0.09% new 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 600 $216K 0.22% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 597 $215K 0.16% new 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 596 $215K 0.16% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 594 $214K <0.01% 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 554 $213K 0.02% new 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 592 $213K 0.15% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 591 $213K 0.02% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 590 $212K 0.01% +98 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 588 $212K 0.01% -72 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 587 $212K 0.01% -152 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 519 $211K 0.04% new 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 584 $210K 0.1% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 584 $210K 0.01% new 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 582 $210K <0.01% 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 580 $209K 0.08% 0 13F-HR Timeline