Castle Hook Partners LP More: the full row for Castle Hook Partners LP 2,725 $598K 0.01% -2,566 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,719 $596K 0.13% +182 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2,716 $596K 0.1% -184 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 2,709 $594K 0.06% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,708 $594K 0.02% +50 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 2,682 $588K 0.01% -787 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,680 $588K 0.06% -185 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,666 $585K <0.01% -62,934 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,665 $585K 0.01% +67 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,665 $585K 0.06% -1,536 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 2,650 $581K 0.09% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,643 $580K 0.09% +432 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,623 $575K 0.02% -97,655 13F-HR Timeline CTC LLC More: the full row for CTC LLC 2,613 $573K 0.05% -207,866 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 2,604 $571K 0.03% 13F-HR Timeline Group Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,601 $571K 0.17% +1,660 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,600 $570K 0.04% -45 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,583 $567K 0.03% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,565 $563K 0.07% new 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 2,555 $560K 0.06% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,551 $560K 0.01% -257 13F-HR/A Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,891 $557K 0.09% -133 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,871 $553K 0.07% -735 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,510 $551K 0.27% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,500 $548K 0.01% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,467 $541K 0.01% +19 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,465 $541K 0.01% -287 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 2,461 $540K 0.35% +911 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,459 $539K 0.02% +1,073 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,170 $534K 0.19% +100 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,428 $533K 0.19% +551 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,425 $532K 0.01% +1 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,074 $532K 0.22% -521 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,415 $530K 0.03% -802 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,415 $530K 0.05% +237 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 2,387 $524K 0.01% -443 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,387 $524K 0.04% +74 13F-HR Timeline Group MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 2,347 $521K 0.05% +1,166 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 2,351 $516K 0.12% -36 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,350 $515K 0.11% -6,849 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,317 $508K 0.02% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,311 $507K 0.17% -266 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,300 $504K 0.02% +189 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,299 $504K 0.02% +697 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,282 $500K 0.01% +35 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,266 $497K 0.02% -1,344 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,250 $494K 0.02% -10 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,245 $492K 0.11% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,241 $492K 0.01% +227 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 2,215 $486K 0.21% -112 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,179 $486K 0.02% +720 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,165 $475K 0.04% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,161 $474K 0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 2,156 $473K 0.24% -65 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 2,154 $473K 0.52% 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,149 $471K 0.19% -25 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,145 $471K 0.05% +24 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 2,104 $462K 0.04% -605 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 2,099 $460K 0.12% 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,071 $454K 0.01% -57 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 2,053 $450K 0.1% -158 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,041 $448K 0.01% +10 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 2,024 $444K 0.16% -2,000 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,019 $443K 0.2% -165 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 2,018 $443K 0.01% +447 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 2,010 $441K 0.33% 0 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 2,000 $439K 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,000 $439K 0.13% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,999 $439K 0.02% -9,882 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,995 $438K 0.1% +8 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,991 $437K 0.02% -116 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 1,988 $436K 0.02% -198 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,987 $436K 0.03% -1,404 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,980 $434K 0.23% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,968 $432K 0.07% +152 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,950 $428K 0.13% -300 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,935 $424K 0.02% -402 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,934 $424K 0.02% +150 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 1,932 $424K 0.05% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,502 $420K 0.05% +395 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,901 $417K 0.03% -121 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 1,901 $417K 0.28% 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 1,900 $417K 0.13% +104 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 1,892 $415K 0.36% -30 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,886 $414K 0.02% +159 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,886 $414K 0.13% +47 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,872 $411K 0.06% -133 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,858 $408K 0.01% -242 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 1,855 $407K 0.33% 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,849 $406K 0.05% +283 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 1,836 $403K 0.04% +44 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,828 $401K 0.09% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,819 $399K 0.01% +41 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 1,808 $397K 0.14% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,803 $396K 0.17% +6 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,796 $394K 0.07% +58 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,789 $392K 0.01% -3,539 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,787 $392K 0.05% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,775 $389K 0.02% +13 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,773 $389K 0.05% -190 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,771 $388K 0.05% +22 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,756 $385K <0.01% -4,640 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 1,755 $385K 0.27% +250 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,727 $384K 0.01% +373 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,745 $383K <0.01% 13F-HR Timeline Group PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 1,737 $381K 0.23% -25 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,733 $380K 0.01% +153 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,718 $377K 0.03% -139 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,778 $376K 0.06% -15 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,704 $375K 0.05% +352 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,702 $373K 0.04% -1 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 1,700 $373K 0.23% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,687 $370K <0.01% 13F-HR/A Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 1,683 $369K 0.04% -161 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,666 $365K 0.01% +36 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,664 $365K 0.05% +3 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 1,663 $365K 0.32% 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,660 $364K 0.01% -12 13F-HR Timeline Group Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 1,660 $364K 0.22% -12,983 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,659 $364K <0.01% new 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 1,640 $360K 0.11% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,621 $356K 0.1% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,612 $354K 0.1% -4,871 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,600 $351K 0.01% -122 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 1,600 $351K 0.05% -151 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 1,599 $351K 0.11% 0 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 1,597 $350K 0.06% +10 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 1,595 $350K 0.18% -223 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 1,592 $349K 0.1% +322 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,608 $348K 0.05% -2,014 13F-HR/A Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 1,587 $348K 0.08% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,563 $347K 0.02% +20 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,582 $347K 0.05% +203 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,577 $346K 0.05% +84 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,576 $346K 0.02% +531 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 1,572 $345K 0.27% +17 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,570 $344K 0.02% +577 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,538 $337K 0.08% +30 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 1,533 $336K 0.04% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,522 $334K 0.09% +257 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 1,515 $332K 0.01% -106,889 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,512 $332K 0.01% -430 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 1,507 $331K 0.01% -207 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,475 $324K 0.14% 0 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 1,475 $324K 0.11% new 13F-HR Timeline Group KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,472 $323K 0.05% +474 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,467 $322K 0.06% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,455 $319K 0.02% +24 13F-HR Timeline Group Vest Financial, LLC More: the full row for Vest Financial, LLC 1,455 $319K <0.01% +212 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,443 $316K 0.03% +45 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,441 $316K 0.01% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,438 $316K 0.01% +60 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,438 $315K 0.03% -7,843 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,437 $315K 0.03% +62 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,433 $314K 0.02% +1,300 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,428 $313K 0.11% -300 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,428 $313K 0.02% +13 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 1,425 $313K 0.21% 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,326 $311K 0.01% -13 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,405 $308K 0.05% +80 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,403 $308K 0.02% -667 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,391 $305K 0.02% new 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,381 $304K 0.02% +313 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,383 $303K <0.01% +60 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,374 $301K <0.01% +195 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,367 $300K 0.07% +2 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 1,365 $299K 0.05% new 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 1,364 $299K <0.01% -149 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 1,362 $299K 0.21% 0 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 1,355 $297K 0.04% +331 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,354 $297K 0.1% new 13F-HR Timeline TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 1,350 $296K -496,800 Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,331 $292K 0.17% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,330 $292K 0.04% -1 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,328 $291K 0.11% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,327 $291K 0.02% -57 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,312 $288K 0.02% +59 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 1,310 $287K 0.29% -50 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 1,299 $285K 0.03% -4,316 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,296 $284K 0.13% +108 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 1,295 $284K 0.13% 0 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,293 $284K 0.09% -1,008 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,281 $281K 0.08% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,276 $280K 0.02% +7 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,274 $279K 0.01% +68 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,258 $276K 0.01% -255 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,257 $276K 0.03% +258 13F-HR/A Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,255 $275K <0.01% +117 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 1,250 $274K 0.22% 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,250 $274K 0.16% -455 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,228 $269K 0.03% -95 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,225 $269K 0.02% +69 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,225 $269K 0.02% -450 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,218 $267K 0.03% -85 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,217 $267K 0.11% -1,248 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 1,211 $266K 0.08% +106 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 1,211 $266K 0.06% 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,210 $265K 0.03% new 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,201 $263K 0.68% -1,696 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,200 $263K 0.08% -10 13F-HR Timeline