Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,093 $858K 0.05% -2,725 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 5,000 $842K 0.07% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,916 $828K 0.01% +21 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 4,795 $808K 0.27% +919 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 4,724 $796K 0.27% +1,337 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 4,722 $795K 0.2% -25 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 4,722 $795K 0.2% +2,517 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 4,684 $789K <0.01% +20 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,591 $773K 0.07% +1,161 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,562 $768K 0.02% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 4,525 $768K 0.08% +2 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,470 $753K 0.18% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,426 $745K 0.01% +311 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,425 $745K <0.01% -2,133 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 4,220 $745K 0.14% +705 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,416 $744K 0.01% 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,369 $736K 0.02% -313 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,352 $733K 0.05% -727 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 4,301 $724K <0.01% +629 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 4,296 $724K <0.01% +2,184 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,253 $716K <0.01% -667 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,205 $708K 0.01% new 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 4,186 $705K <0.01% -162 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,184 $705K 0.01% +2,130 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,175 $703K 0.04% -411 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,158 $700K 0.13% -3 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 4,151 $699K 0.02% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,109 $692K 0.01% -467 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 4,066 $685K <0.01% +1,265 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 4,042 $681K 0.04% +1,400 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,030 $679K <0.01% +330 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 3,966 $668K 0.42% 0 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 3,952 $666K 0.05% +153 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 3,950 $665K 0.03% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,939 $663K 0.06% -1,367 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,878 $653K <0.01% -316 13F-HR Timeline Group Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,867 $651K 0.18% new 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 3,146 $648K 0.14% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,822 $644K <0.01% -76 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 3,811 $642K 0.16% +364 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,776 $636K 0.1% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3,729 $628K 0.02% +1,864 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,699 $623K <0.01% +184 13F-HR/A Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,686 $621K 0.1% -76 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,683 $620K 0.03% -2,019 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,673 $619K 0.01% new 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 3,663 $617K 0.15% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,288 $612K 0.03% +24 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,603 $607K 0.09% +268 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 3,596 $606K -1,720 Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,576 $602K 0.05% -210 13F-HR Timeline Group American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 3,540 $596K 0.29% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,523 $593K 0.01% -912 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,516 $592K 0.01% +190 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 3,510 $591K 0.25% +351 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,475 $585K 0.02% -969 13F-HR Timeline Group CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 3,455 $582K 0.06% +1,786 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,449 $581K 0.13% -75 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,358 $566K 0.03% +2,307 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,316 $558K 0.18% -354 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,258 $549K 0.01% -144 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,250 $547K <0.01% -394 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,217 $542K 0.06% +6 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,212 $541K 0.04% +305 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 3,210 $541K 0.48% new 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 3,130 $527K 0.03% -15,668 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 3,088 $520K 0.05% -1,564 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 3,052 $514K 0.01% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,029 $510K +70 Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,014 $508K 0.01% +2 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 2,959 $498K 0.12% +1,048 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,928 $493K 0.3% -11 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,905 $489K 0.04% -176 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,878 $485K 0.01% +450 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,867 $483K 0.01% -525 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 2,860 $482K 0.07% +515 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,831 $477K 0.02% -1,181 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,829 $476K 0.01% +783 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,755 $464K 0.03% -480 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 2,748 $463K 0.16% -264 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 2,743 $462K 0.14% +972 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,733 $460K 0.01% -238 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,702 $455K 0.14% -976 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,695 $454K <0.01% -213 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,686 $452K 0.01% -204 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,674 $450K 0.01% -3,111 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,660 $448K 0.16% +57 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 2,585 $436K +160 Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,517 $424K 0.02% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,390 $421K 0.02% +518 13F-HR Timeline PING CAPITAL MANAGEMENT, INC. More: the full row for PING CAPITAL MANAGEMENT, INC. 2,500 $421K 0.14% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,453 $413K 0.02% -405 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,443 $411K 0.01% +144 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,441 $411K 0.09% -58 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,980 $399K 0.01% -42 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,358 $397K <0.01% -2,284 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,322 $391K 0.02% -51,335 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 2,319 $391K 0.38% -969 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,303 $388K <0.01% +87 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,303 $388K 0.07% +318 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,292 $386K 0.08% +12 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,290 $386K 0.07% -256 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 2,278 $384K 0.3% -30 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,251 $379K 0.03% +71 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,245 $378K 0.06% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,243 $378K 0.01% -542 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 2,242 $378K 0.23% +18 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,240 $377K 0.19% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,221 $374K 0.01% -296 13F-HR Timeline Group River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,213 $373K 0.04% -104 13F-HR/A Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,210 $372K 0.01% -1,425 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,211 $372K 0.01% -130 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,155 $363K <0.01% +1,925 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,133 $359K 0.04% -53 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 2,096 $353K <0.01% -2,387 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,059 $347K 0.01% +73 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,006 $338K 0.04% -3,724 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 2,005 $338K 0.03% -45 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,994 $336K 0.01% -219 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,983 $334K 0.15% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,884 $332K 0.23% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,952 $329K <0.01% -898 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,935 $326K <0.01% +208 13F-HR Timeline Group DLD Asset Management, LP More: the full row for DLD Asset Management, LP 1,934 $326K 0.03% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,928 $325K <0.01% +921 13F-HR Timeline Group Norway Savings Bank More: the full row for Norway Savings Bank 1,923 $324K 0.14% +287 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,908 $321K <0.01% -210 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 1,898 $320K <0.01% new 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,878 $316K 0.01% +54 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 1,874 $316K 0.11% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,670 $315K 0.02% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,863 $314K 0.01% +248 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 1,848 $311K 0.09% -62 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,835 $309K 0.01% +318 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,812 $305K <0.01% -491 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,790 $302K <0.01% -67 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,788 $301K <0.01% +336 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,783 $300K 0.05% -211 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,775 $299K 0.01% +430 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,772 $298K 0.07% +12 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,769 $298K 0.03% -175 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,745 $294K 0.01% -4 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,740 $293K 0.03% +210 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,736 $292K 0.05% -699 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,732 $292K 0.02% -116 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,720 $290K 0.1% -36 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 1,717 $289K 0.03% +34 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 1,710 $288K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,707 $288K 0.02% -434 13F-HR Timeline Group GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 1,706 $287K 0.08% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,700 $286K 0.01% -226 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,618 $285K 0.01% -650 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,683 $283K 0.04% +139 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 1,676 $282K <0.01% -6,480 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,670 $281K 0.08% -853 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,657 $279K <0.01% +680 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,651 $278K 0.01% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,634 $275K 0.01% -37 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,628 $274K 0.01% -5,303 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,625 $274K 0.04% -98 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,602 $270K <0.01% -74 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,602 $270K 0.02% -1,928 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,600 $269K 0.05% -1,000 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,583 $267K <0.01% +526 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 1,575 $265K 0.11% +290 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,520 $265K 0.12% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,563 $263K 0.32% -328 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,543 $260K 0.01% -1,350 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,531 $258K 0.14% -710 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,507 $254K 0.01% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,503 $253K 0.01% +474 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,503 $253K 0.06% -144 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,496 $252K <0.01% -78 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,493 $251K <0.01% -315 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,488 $251K 0.01% +441 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,465 $247K <0.01% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,451 $244K 0.01% +232 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,450 $244K 0.02% -5 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,428 $241K <0.01% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,409 $237K 0.04% -302 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,408 $237K 0.02% -3,717 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,390 $234K 0.01% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,372 $231K <0.01% -710 13F-HR Timeline Group KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 1,366 $230K 0.14% +1 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,356 $228K 0.04% +58 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,212 $226K 0.02% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,338 $225K <0.01% -149 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,334 $225K <0.01% +17 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 1,331 $224K <0.01% -293 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,206 $224K <0.01% -128 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,311 $221K 0.01% +148 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,303 $219K 0.01% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,292 $218K 0.01% +65 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,292 $218K <0.01% -49 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 1,290 $217K 0.03% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,288 $217K 0.02% +25 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,279 $215K 0.05% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,265 $213K 0.01% -90 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,250 $211K <0.01% +268 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 1,249 $210K 0.03% 0 13F-HR Timeline