Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 751 $576K 0.01% -871 13F-HR Timeline Group LVZ, Inc. More: the full row for LVZ, Inc. 748 $574K 0.07% +2 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 747 $573K 0.06% +239 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 746 $572K 0.04% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 741 $568K 0.01% +159 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 738 $566K <0.01% +28 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 737 $566K 0.34% +47 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 736 $565K 0.02% -11 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 736 $565K 0.27% +249 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 735 $564K 0.12% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 728 $558K 0.05% -132 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 723 $555K 0.1% +42 13F-HR Timeline CNB Bank More: the full row for CNB Bank 723 $555K 0.26% +170 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 834 $555K 0.03% +16 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 721 $553K 0.11% +128 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 718 $551K 0.01% +23 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 714 $548K 0.28% -2 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 788 $543K -331 Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 705 $541K 0.08% +50 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 695 $533K 0.19% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 694 $533K 0.12% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 694 $533K 0.02% +33 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 691 $530K 0.29% +6 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 690 $529K 0.09% +86 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 686 $526K <0.01% +50 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 686 $526K 0.01% +256 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 681 $523K 0.19% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 679 $521K 0.02% +90 13F-HR Timeline IronOak Wealth LLC. More: the full row for IronOak Wealth LLC. 666 $511K 0.5% 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 665 $510K 0.03% +35 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 660 $506K 0.06% -99 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 656 $503K 0.01% +129 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 655 $503K 0.05% -5,854 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 653 $501K <0.01% -44,297 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 649 $498K 0.13% +243 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 647 $496K 0.22% -1,506 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 642 $493K 0.02% +65 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 636 $488K 0.09% -573 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 635 $487K 0.14% -22,135 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 632 $485K 0.11% -48 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 631 $484K 0.02% +221 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 626 $480K 0.07% -38 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 624 $479K 0.01% +78 13F-HR/A Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 622 $477K 0.09% -273 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 615 $472K 0.06% +600 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 614 $471K 0.05% -43 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 614 $471K 0.27% 0 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 610 $468K 0.17% 13F-HR Timeline Carmignac Gestion More: the full row for Carmignac Gestion 608 $467K 0.01% +311 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 604 $463K 0.37% +51 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 600 $461K <0.01% +63 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 600 $460K 0.19% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 599 $460K 0.04% -779 13F-HR Timeline MANE GLOBAL CAPITAL MANAGEMENT LP More: the full row for MANE GLOBAL CAPITAL MANAGEMENT LP 596 $457K 0.02% -569 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 595 $457K 0.23% 0 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 595 $457K 0.11% +5 13F-HR/A Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 592 $454K 0.03% -2 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 589 $452K 0.01% -120 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 588 $451K 0.06% -331 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 588 $451K 0.03% +117 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 588 $451K <0.01% -112,092 13F-HR Timeline Group BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 586 $450K 0.03% -317 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 585 $449K 0.16% -631 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 584 $448K 0.17% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 582 $447K 0.07% +40 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 581 $446K 0.02% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 580 $445K 0.04% -119 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 578 $444K 0.15% -67 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 637 $443K 0.08% +15 13F-HR/A Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 576 $442K <0.01% +126 13F-HR/A Timeline Group WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 572 $439K 0.28% -81 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 572 $439K 0.15% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 571 $438K 0.02% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 560 $436K 0.08% -3,284 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 564 $433K 0.01% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 562 $432K 0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 562 $431K 0.01% -38 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 538 $431K 0.01% +135 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 560 $430K 0.09% +10 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 559 $429K 0.35% 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 558 $428K 0.16% +92 13F-HR/A Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 557 $427K new Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 556 $427K 0.02% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 556 $427K 0.06% +7 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 555 $426K 0.18% +75 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 552 $424K 0.04% -37 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 551 $423K 0.03% +34 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 547 $420K 0.02% +138 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 543 $417K 0.02% +28 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 543 $417K 0.28% -11 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 540 $414K 0.01% -15 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 539 $414K 0.05% -537 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 537 $412K 0.02% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 536 $412K <0.01% +127 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 534 $410K 0.02% -104 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 534 $410K 0.09% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 533 $409K 0.04% +169 13F-HR Timeline BRITISH COLUMBIA INVESTMENT MANAGEMENT … More: the full row for BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 528 $405K <0.01% -97 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 526 $404K 0.38% new 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 522 $401K 0.08% -125 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 521 $400K 0.2% -38 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 518 $397K 0.22% -59 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 516 $396K 0.35% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 515 $395K 0.04% -1 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 512 $393K 0.2% +25 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 582 $393K 0.01% +271 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 510 $391K 0.1% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 509 $391K 0.1% +107 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 506 $388K <0.01% +19 13F-HR Timeline Group Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 506 $388K 0.13% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 503 $386K 0.04% +15 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 501 $384K 0.13% -207 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 496 $381K 0.01% +113 13F-HR/A Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 494 $379K 0.02% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 494 $379K 0.12% -6 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 494 $379K 0.08% new 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 492 $378K 0.01% new 13F-HR Timeline Group Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 491 $377K 0.2% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 490 $376K 0.02% -96 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 487 $374K 0.02% +90 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 486 $373K 0.03% -354 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 486 $373K 0.01% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 485 $372K 0.03% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 480 $368K 0.06% +40 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 473 $363K 0.3% 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 472 $362K 0.01% new 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 470 $361K 0.23% +3 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 470 $361K 0.25% +40 13F-HR Timeline American Trust More: the full row for American Trust 467 $358K 0.03% new 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 466 $358K <0.01% -83 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. JAT Capital Mgmt LP More: the full row for JAT Capital Mgmt LP 460 $353K 1.15% -1,766 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 459 $352K 0.01% -407 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 457 $351K 0.21% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 454 $348K 0.05% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 453 $348K 0.01% new 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 453 $348K 0.23% -51 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 452 $347K 0.04% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 451 $346K 0.01% -219 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 451 $346K 0.16% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 547 $339K 0.03% -163 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 442 $339K 0.01% new 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 441 $338K 0.07% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 439 $337K 0.03% +50 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 433 $332K 0.17% new 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 432 $331K 0.03% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 432 $331K 0.18% -4 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 430 $330K 0.01% -23 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 427 $328K 0.12% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 427 $328K 0.01% +49 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 425 $326K 0.06% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 517 $324K 0.03% +15 13F-HR Timeline Group KEYSTONE INVESTORS PTE LTD More: the full row for KEYSTONE INVESTORS PTE LTD 422 $324K 0.07% -603 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 466 $323K 0.01% +126 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 420 $322K 0.01% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 415 $318K 0.02% +30 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 415 $318K 0.26% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 411 $315K 0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 411 $315K 0.04% +151 13F-HR/A Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 408 $313K <0.01% -45 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 408 $313K 0.08% +36 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 407 $312K 0.04% new 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 406 $312K 0.03% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 406 $312K 0.11% new 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 405 $311K <0.01% -3 13F-HR/A Timeline PARNASSUS INVESTMENTS, LLC More: the full row for PARNASSUS INVESTMENTS, LLC 405 $311K <0.01% new 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 405 $311K 0.03% 0 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 403 $309K 0.04% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 403 $309K 0.02% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 402 $308K 0.07% 0 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 402 $308K 0.12% +2 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 400 $307K 0.06% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 400 $307K 0.08% 0 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 400 $307K 0.25% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 398 $305K 0.12% -4 13F-HR/A Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 396 $304K 0.06% new 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 395 $303K 0.06% new 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 395 $303K 0.18% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 393 $302K 0.01% +4 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 392 $301K 0.03% new 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 390 $299K 0.02% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 389 $298K 0.02% -477 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 388 $298K 0.01% new 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 387 $297K 0.06% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 386 $296K <0.01% new 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 384 $295K 0.06% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 382 $293K 0.02% +5 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 381 $292K 0.01% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 381 $292K 0.02% -1,946 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 403 $291K 0.12% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 379 $291K 0.02% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 375 $288K 0.04% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 375 $288K 0.06% new 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 374 $287K 0.1% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 374 $287K 0.02% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 374 $287K 0.13% +9 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 373 $286K 0.31% -191 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 372 $285K 0.18% new 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 368 $282K 0.08% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 368 $282K +357 Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,718 $277K 0.04% new 13F-HR/A Timeline