BASSWOOD CAPITAL MANAGEMENT, L.L.C. More: the full row for BASSWOOD CAPITAL MANAGEMENT, L.L.C. 96,154 $8.59M 0.4% 0 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 94,901 $8.47M 2% +24,012 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 94,540 $8.45M 0.24% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 93,124 $8.32M 0.02% +18,972 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 92,333 $8.25M 0.02% +17,769 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 92,293 $8.25M 0.27% -12,449 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 90,544 $8.09M 0.11% +1,762 13F-HR Timeline Group Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 90,217 $8.07M 2.01% +6,027 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 89,174 $7.97M 0.06% +12,217 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 88,082 $7.87M 0.04% +6,921 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 87,944 $7.86M 0.43% -5,557 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 85,700 $7.66M 0.53% -718 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 85,163 $7.61M 0.53% -23,665 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 84,454 $7.55M 6.34% +4,586 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 84,332 $7.54M 0.01% -70,444 13F-HR Timeline Group Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 82,621 $7.38M 2.98% +64,433 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 82,517 $7.37M 1.26% +5,401 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 82,186 $7.34M 0.01% -1,134 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 81,430 $7.28M 0.38% +29,166 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 80,862 $7.23M 0.22% +28,513 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 80,133 $7.16M 3.87% -52 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 79,738 $7.13M 0.03% -7,586 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 79,282 $7.09M 2.98% -662 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 79,210 $7.08M 3.66% +2,127 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 78,614 $7.05M +23,461 Timeline Privium Fund Management (UK) Ltd More: the full row for Privium Fund Management (UK) Ltd 78,200 $7.01M 4.38% -510,840 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 78,068 $6.98M 0.55% -2,132 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 77,735 $6.95M 0.14% -991 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 77,500 $6.93M 0.24% +37,500 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 77,309 $6.91M 1.86% +8,019 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 77,231 $6.85M 0.09% -360,576 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 76,616 $6.85M 1.33% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 76,126 $6.8M 0.02% -29,839 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 75,954 $6.79M 0.17% +19,002 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 75,855 $6.78M 0.35% +4,907 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 75,752 $6.77M 0.12% -112,676 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 75,717 $6.77M <0.01% +21,215 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 75,174 $6.72M 0.59% -5,781 13F-HR Timeline Group Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 74,521 $6.66M 1.69% +1,704 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 73,973 $6.61M 2.88% +6,814 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 73,957 $6.61M 0.24% +4,274 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 73,316 $6.55M 4.79% -579 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 71,476 $6.39M 0.25% -2,973 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 70,748 $6.32M 1.63% +3,029 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 70,456 $6.3M 3.18% +5,372 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 70,441 $6.3M 0.16% +36,029 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 70,125 $6.26M 3.64% +1,975 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 69,921 $6.25M 3.46% -2,739 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 69,694 $6.23M 0.34% -3,768 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 68,093 $6.09M 1.57% +3,034 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 66,974 $5.99M 1.97% +1,774 13F-HR/A Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 66,964 $5.98M 1.42% +3,371 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 66,833 $5.97M 0.14% +7,418 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 66,705 $5.96M 0.34% +234 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 66,520 $5.94M 0.01% -6,665 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 66,505 $5.94M 0.15% +7,849 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 65,444 $5.85M 0.01% -10,661 13F-HR Timeline Group Joule Financial, LLC More: the full row for Joule Financial, LLC 65,168 $5.82M 1.74% +9,785 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 64,494 $5.76M 2.82% +491 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 64,447 $5.76M 0.03% -222,754 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 64,637 $5.73M <0.01% -63,463 13F-HR Timeline Group SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 63,450 $5.67M 5.11% +9,850 13F-HR Timeline Amitell Capital Pte Ltd More: the full row for Amitell Capital Pte Ltd 63,000 $5.63M 4.16% 0 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 62,535 $5.57M 0.02% +54,542 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 61,984 $5.54M 0.26% +2,412 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 61,852 $5.53M 3.4% -25,737 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 61,742 $5.52M 0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 61,657 $5.51M 0.26% 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 61,448 $5.49M 0.04% -206,492 13F-HR Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 61,108 $5.46M 0.05% -16,475 13F-HR Timeline Group TD Asset Management Inc More: the full row for TD Asset Management Inc 59,873 $5.35M <0.01% -494 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 59,744 $5.34M 1.53% -1,215 13F-HR Timeline Perseverance Asset Management Internati… in group Perseverance Asset Management… More: the full row for Perseverance Asset Management International 59,100 $5.28M 0.91% new 13F-HR Timeline Group Refined Wealth Management More: the full row for Refined Wealth Management 58,962 $5.27M 3.39% +1,936 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 58,903 $5.26M 1.6% +3,989 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 56,411 $5.04M 2.34% +2 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 55,377 $4.95M 0.04% -211,049 13F-HR Timeline Group Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 54,705 $4.89M 3.34% +976 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 54,681 $4.89M 3.07% +32,951 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 54,023 $4.83M 1.72% -6,280 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 53,875 $4.81M 0.18% -4,350 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 52,263 $4.75M 2.65% +10,545 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 53,093 $4.73M 0.05% +44,943 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 52,893 $4.73M 1.78% -4,402 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 52,699 $4.71M 1.27% +8,519 13F-HR/A Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 52,655 $4.71M 2.14% +1,358 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 52,202 $4.67M 0.01% -70,845 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 52,131 $4.66M 0.33% +6,186 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 52,091 $4.66M 0.15% +899 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 51,294 $4.58M 2.13% +1,367 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 51,003 $4.56M 1.64% -1,304 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 50,359 $4.5M 0.01% +18,336 13F-HR Timeline Group Volterra Technologies LP More: the full row for Volterra Technologies LP 50,154 $4.48M 2.97% +35,660 13F-HR Timeline DAVIS-REA LTD. More: the full row for DAVIS-REA LTD. 50,000 $4.47M 1.08% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 49,960 $4.46M 1.44% +30,966 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 49,351 $4.41M 1.31% -1,252 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 48,699 $4.35M 2.35% +896 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 48,659 $4.35M 0.01% +6,517 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 29,528 $4.3M 0.69% +13,639 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 47,146 $4.21M 0.15% +8,633 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 46,705 $4.17M 0.09% +38,043 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 46,627 $4.17M 0.48% new 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 46,518 $4.16M 0.02% -26,800 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 46,362 $4.14M 0.16% +217 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 45,952 $4.11M 1.37% +2,552 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 45,646 $4.08M 1.81% -73 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 45,488 $4.07M 2.06% +15,377 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 45,328 $4.05M 0.12% +446 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 44,847 $4.01M <0.01% -33,418 13F-HR Timeline Group Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 44,350 $3.96M 0.64% -1,000 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 43,999 $3.93M 0.96% -20,094 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 42,678 $3.82M 0.92% +1,080 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 42,683 $3.81M 0.34% -3,565 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 42,570 $3.8M 0.32% +41,888 13F-HR Timeline Group Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 42,513 $3.8M 2.2% +286 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 42,454 $3.79M 0.14% -830 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 42,361 $3.79M 0.07% +1,929 13F-HR Timeline Group Man Group plc in group Man Group plc More: the full row for Man Group plc 41,963 $3.75M 0.01% -125,959 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 41,837 $3.74M 0.01% -213,680 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 41,231 $3.68M <0.01% new 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 41,146 $3.68M 0.03% +6,498 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 41,018 $3.67M 0.02% -1,109 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 40,414 $3.61M 1.65% -473 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 40,075 $3.58M 1.27% +1,104 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 40,006 $3.58M 0.41% +3,095 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 40,000 $3.57M 0.09% -196 13F-HR/A Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 39,346 $3.52M 0.63% -109 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 38,653 $3.45M 0.85% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 38,463 $3.44M 0.01% +23,987 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 38,249 $3.42M 1.07% +1,907 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 38,215 $3.42M 0.44% -30,442 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 38,000 $3.4M 0.13% new 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 37,613 $3.36M 1.92% -123 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 37,418 $3.34M 0.26% +429 13F-HR/A Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 37,091 $3.31M 0.25% +8,581 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 37,007 $3.31M 0.73% +347 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 35,853 $3.3M 0.66% -361,520 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 36,685 $3.28M 0.01% -71,533 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 36,640 $3.27M 0.59% +33,413 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 36,611 $3.27M 0.46% -14,070 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 36,505 $3.26M 3.17% 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 36,455 $3.26M 0.71% new 13F-HR Timeline CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 36,200 $3.24M +14,361 Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 36,049 $3.22M 0.35% -4,067 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 35,723 $3.19M 3.69% +11,583 13F-HR Timeline EQ LLC More: the full row for EQ LLC 35,413 $3.16M 1.07% -1,232 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 35,183 $3.14M 0.08% +362 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 35,091 $3.14M 1.38% -335 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 34,985 $3.13M 0.03% -1,050 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 34,607 $3.09M 0.21% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 34,540 $3.09M 1.37% 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 34,334 $3.07M 0.86% +4,658 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 34,221 $3.06M 1.13% -4,206 13F-HR Timeline Group MA Private Wealth More: the full row for MA Private Wealth 34,210 $3.06M 0.51% -1,313 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 34,210 $3.06M 1% +497 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 34,119 $3.05M 0.02% -3,666 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 33,301 $2.98M 1.08% new 13F-HR/A Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 32,942 $2.94M 0.04% -13,155 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 32,867 $2.94M 0.04% -7,892 13F-HR Timeline Group FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 31,751 $2.87M 0.86% -559 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 32,000 $2.86M 0.67% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 31,992 $2.86M 0.15% +13,432 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 31,975 $2.86M 1.19% +508 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 31,920 $2.85M 0.33% +9,638 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 31,603 $2.82M 1.35% +155 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 31,418 $2.81M 0.68% -752 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 31,100 $2.78M 2.37% +17,000 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 30,551 $2.73M 1.07% +648 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 30,457 $2.72M 0.09% -4,243 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 30,450 $2.72M 0.06% +6,215 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 30,149 $2.69M 0.06% -60,930 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 29,983 $2.68M 1.51% +7,068 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 29,867 $2.67M 1.26% +109 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 29,721 $2.66M 0.71% +990 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 29,709 $2.66M 1.81% -842 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 29,600 $2.64M 0.63% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 29,526 $2.64M 0.05% -24,207 13F-HR Timeline Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 29,357 $2.62M 1.65% -725 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 29,039 $2.6M 1.79% +3,647 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 28,955 $2.59M 1% -47 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 28,838 $2.58M 2.38% +1,114 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 28,765 $2.57M 1.84% -2,893 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 28,650 $2.56M 0.18% +3,621 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 28,576 $2.55M 0.35% +211 13F-HR Timeline KM Capital Management Ltd. 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