Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 6,087 $1.45M 1.16% -131 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 6,081 $1.45M 0.07% -250 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 6,076 $1.45M 0.11% +1,081 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,033 $1.44M 0.02% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 6,013 $1.43M 0.18% -4,527 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,995 $1.43M 0.23% -387 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,979 $1.42M 0.02% +100 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 5,961 $1.42M 0.16% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,953 $1.42M 0.1% -231 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,940 $1.42M 0.02% -240 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 5,892 $1.4M 0.36% +1,098 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 5,879 $1.4M 0.15% +663 13F-HR/A Timeline Group ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 5,880 $1.4M 0.1% 0 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 5,858 $1.4M 0.13% new 13F-HR Timeline Group Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 5,850 $1.39M 0.32% +32 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,833 $1.39M 0.08% +163 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,821 $1.39M 0.01% +1,309 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 5,810 $1.38M 0.97% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,800 $1.38M 0.02% +3,672 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 5,783 $1.38M 0.33% new 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 5,783 $1.38M 0.27% +652 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,775 $1.38M 0.05% +55 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 5,761 $1.37M 0.13% -89 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,760 $1.37M 0.04% +664 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 5,722 $1.36M 0.33% new 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 5,712 $1.36M 0.36% -1,114 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 5,709 $1.36M 0.1% +10 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,708 $1.36M 0.02% +71 13F-HR Timeline Group Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 5,701 $1.36M 0.45% +339 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,696 $1.36M 0.11% +1,378 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 5,687 $1.35M 0.45% +9 13F-HR Timeline Group Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 5,658 $1.35M 0.67% +189 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,657 $1.35M 0.03% +656 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,643 $1.34M 0.1% -184 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 5,621 $1.34M 0.28% -7,484 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,619 $1.34M 0.06% -59 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,615 $1.34M 0.1% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,614 $1.34M 0.64% +579 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 5,588 $1.33M 0.06% -536 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,583 $1.33M 0.04% -2,746 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 5,546 $1.32M 0.26% +113 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 5,515 $1.31M 1.13% +3,327 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 5,503 $1.31M 0.24% +190 13F-HR Timeline Group Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 5,500 $1.31M 0.09% new 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 5,487 $1.31M 0.08% -258 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,483 $1.31M 0.02% +75 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 5,437 $1.3M 0.01% +810 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 5,432 $1.29M 0.71% new 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 5,408 $1.29M 0.4% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 5,395 $1.29M 0.09% +831 13F-HR/A Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 5,391 $1.28M 0.57% +289 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,351 $1.27M 0.07% +37 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 5,293 $1.27M 1.11% -526 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 5,328 $1.27M <0.01% +771 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 5,295 $1.26M 0.47% 0 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 5,290 $1.26M 0.94% -250 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 5,287 $1.26M 0.3% +516 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 5,285 $1.26M 0.33% +316 13F-HR/A Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 5,258 $1.25M 0.24% 0 13F-HR Timeline Group ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 5,253 $1.25M 0.26% +327 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 5,238 $1.25M 0.17% +287 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 5,232 $1.25M 0.63% -175 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,230 $1.25M 0.13% -241 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 5,228 $1.25M 0.14% +39 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,208 $1.24M 0.03% +12 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 5,129 $1.22M 0.28% +230 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 5,128 $1.22M 0.12% -2,036 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 5,121 $1.22M 0.29% -161 13F-HR Timeline Group Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 5,100 $1.22M 1.31% new 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 5,071 $1.21M 0.04% -1,735 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,062 $1.21M 0.09% +25 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,052 $1.2M 0.04% -660 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 5,043 $1.2M 0.07% -309 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 5,037 $1.2M 0.07% -18,183 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,035 $1.2M 0.04% -190 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 5,034 $1.2M 0.1% +15 13F-HR Timeline Pentwater Capital Management LP More: the full row for Pentwater Capital Management LP 5,000 $1.19M 0.02% new 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 5,000 $1.19M 0.61% 0 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 5,000 $1.19M 0.53% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,933 $1.19M 0.63% +101 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,899 $1.18M 0.79% +45 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 4,920 $1.17M 0.11% +1,356 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,902 $1.17M 0.04% +92 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,895 $1.17M 0.01% +36 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 4,820 $1.15M 0.03% -280 13F-HR Timeline Group Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 4,548 $1.15M 0.04% +3,454 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,793 $1.14M 0.04% -10,716 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 4,793 $1.14M 0.68% +71 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,885 $1.14M 0.27% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,767 $1.14M 0.34% +393 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,730 $1.13M 0.29% -19 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 4,720 $1.12M 0.11% -971 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 4,716 $1.12M 0.75% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,706 $1.12M 0.01% -114 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 4,704 $1.12M 0.77% +732 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,700 $1.12M 0.03% +686 13F-HR Timeline Group MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 4,689 $1.12M 0.37% +448 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 4,659 $1.11M 0.64% -500 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,603 $1.1M 0.1% +227 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,600 $1.1M 0.54% -740 13F-HR Timeline Group United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 4,600 $1.1M 0.04% +1,100 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 4,574 $1.09M 0.33% +73 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,558 $1.09M 0.04% -8,742 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 4,553 $1.08M 1.03% +280 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 4,543 $1.08M 0.07% -505 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 4,532 $1.08M 0.8% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,497 $1.07M 0.18% -340 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,462 $1.06M 0.03% +351 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,384 $1.04M 0.02% -2 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,343 $1.03M 0.02% -133 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 4,334 $1.03M 0.69% -31 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,333 $1.03M 0.01% +708 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,330 $1.03M 0.06% +3,079 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 4,245 $1.03M 0.07% -352 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 4,344 $1.03M 0.49% +456 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 4,285 $1.02M 0.09% -6 13F-HR Timeline Group Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 4,257 $1.01M 0.24% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 4,253 $1.01M 0.35% -483 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,251 $1.01M 0.42% +281 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,232 $1.01M 0.07% -67 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 4,161 $1M 0.23% -31 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,206 $1M 0.04% -50 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,200 $1M 0.07% -227 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,170 $994K 0.01% -539 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,150 $989K 0.04% +377 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 4,149 $988K 0.04% 0 13F-HR/A Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,135 $985K 0.35% -62 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 4,130 $984K <0.01% new 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 4,106 $978K 0.17% -175 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 4,102 $977K 0.28% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,094 $975K 0.02% +149 13F-HR/A Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 4,062 $968K 0.21% -114 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 4,020 $958K 0.08% +94 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,984 $949K 0.12% +583 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,952 $942K 0.06% +752 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,850 $938K 0.28% +1,445 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,902 $930K 0.59% +260 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,897 $929K 0.07% +377 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,889 $927K 0.31% +748 13F-HR/A Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,862 $920K 0.03% +597 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 3,862 $920K 0.53% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,860 $920K 0.06% -2,431 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,852 $918K 0.11% -297 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 3,522 $913K 0.27% -24 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,830 $912K 0.02% -62 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,802 $906K 0.27% +44 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 3,796 $904K 0.05% -532 13F-HR Timeline Group LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 3,790 $903K 0.31% 13F-HR/A Timeline Balefire, LLC More: the full row for Balefire, LLC 3,781 $901K 0.2% +635 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,719 $886K 0.04% -140 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,689 $879K 0.07% +207 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,664 $873K 0.06% -530 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,662 $873K 0.24% -112 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,653 $870K 0.04% -120 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,688 $870K 0.79% +342 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 3,631 $865K 1.17% 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,621 $863K 0.08% +864 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,610 $860K 0.06% -114 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,605 $859K 0.04% -12,917 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 3,600 $858K 0.32% 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,599 $857K 0.17% +215 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,587 $855K 0.42% +37 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 3,528 $841K 0.16% -15 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,495 $833K 0.03% -4,539 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,493 $832K 0.16% +57 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,482 $830K 0.06% +154 13F-HR Timeline Group FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 3,474 $828K <0.01% +2 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,472 $827K 0.76% +1,259 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,454 $823K 0.11% -32 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,435 $818K 0.11% -3,180 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 3,409 $812K 0.02% -1,910 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 3,384 $806K 0.06% +1,769 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,379 $805K 0.11% +1,132 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 3,375 $804K 0.06% new 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. 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