LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 11,230 $4.72M 2.21% +1,596 13F-HR Timeline Bell Bank More: the full row for Bell Bank 11,212 $4.72M 0.18% +72 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 11,163 $4.7M 1.3% +3,138 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 11,162 $4.69M 2.01% +3,584 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 11,153 $4.69M 0.69% +65 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 11,149 $4.69M 1.6% +469 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 11,141 $4.69M 0.78% +138 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 11,126 $4.68M 0.51% +1,984 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 11,098 $4.67M 3.14% -20 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 11,087 $4.66M 0.18% +1,132 13F-HR Timeline Niles Investment Management, LLC More: the full row for Niles Investment Management, LLC 11,084 $4.66M 3.78% new 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 11,073 $4.66M 0.05% -282 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 11,071 $4.66M 0.17% -1,960 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 11,067 $4.65M 3.43% -441 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 11,061 $4.65M 0.04% -852 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 11,015 $4.63M 1.21% +16 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 10,977 $4.62M 0.04% +1,889 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 10,955 $4.61M 0.31% -126 13F-HR Timeline Group Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 10,953 $4.61M 1.31% -301 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 10,946 $4.6M 0.45% +531 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 14,971 $4.6M 0.34% -720 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 10,912 $4.59M 1.04% 0 13F-HR Timeline Group KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 10,875 $4.57M 5.1% -635 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 10,867 $4.57M 0.01% -4,411 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 10,863 $4.57M 0.15% -328 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 10,822 $4.55M 0.21% -51 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 10,818 $4.55M 0.39% +31 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 10,811 $4.55M 1.6% +207 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 10,809 $4.55M 0.88% -3,697 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 10,809 $4.55M 0.48% +6,609 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 10,808 $4.55M 2.82% -209 13F-HR Timeline ACT CAPITAL MANAGEMENT, LLC More: the full row for ACT CAPITAL MANAGEMENT, LLC 10,800 $4.54M 2.97% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 10,791 $4.54M 0.09% -5,838 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 10,771 $4.53M 1.94% +2,200 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 10,704 $4.5M 1.94% +102 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 10,687 $4.49M 0.09% new 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 10,674 $4.49M 1.96% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 10,660 $4.48M 0.07% +809 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 10,629 $4.47M 1.28% +2,070 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 10,621 $4.47M 0.06% -473 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 10,588 $4.45M 0.17% +1,294 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 10,497 $4.42M 1.26% -314 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 10,492 $4.41M 1.46% +3,899 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 10,472 $4.4M 0.25% -2,731 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 10,460 $4.4M 0.48% +150 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 10,460 $4.4M 0.39% -1,504 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 10,433 $4.39M 0.25% +5,692 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 10,423 $4.38M 0.59% +12 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 16,585 $4.38M 0.47% new 13F-HR Timeline N10 WEALTH, LLC More: the full row for N10 WEALTH, LLC 10,418 $4.38M 1.55% 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 10,434 $4.37M 0.5% +6,880 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 10,377 $4.36M 0.62% +5,714 13F-HR Timeline Liontrust Investment Partners LLP More: the full row for Liontrust Investment Partners LLP 10,326 $4.34M 0.06% -24,281 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 10,322 $4.34M 0.91% +4,757 13F-HR Timeline M3 Wealth Management, LLC More: the full row for M3 Wealth Management, LLC 10,303 $4.33M 2.81% +114 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 10,282 $4.33M 0.21% +214 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 10,281 $4.32M 0.35% +85 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 10,280 $4.32M 0.85% +159 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 10,264 $4.32M 0.46% -311 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 10,262 $4.32M -26,183 Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 10,255 $4.31M 0.27% +315 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 10,247 $4.31M 1.13% +64 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 10,243 $4.31M 0.27% +140 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10,243 $4.31M 0.21% +562 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 10,242 $4.31M 2.7% +477 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 10,209 $4.29M 0.25% -2,215 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 10,193 $4.29M 0.13% +507 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 10,158 $4.27M 0.01% +1,716 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 10,150 $4.27M 1.21% +2 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 10,147 $4.27M 0.4% +221 13F-HR Timeline Boston Trust Walden Corp group of 2 filers holding More: the full row for Boston Trust Walden Corp 10,143 $4.27M -173 Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 10,134 $4.26M 0.25% +953 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 10,122 $4.26M 1.45% +8 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 10,111 $4.25M 0.3% +1 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 10,087 $4.24M 0.28% +13 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 10,059 $4.23M 0.95% +375 13F-HR Timeline Arch Global Advisors, LLC More: the full row for Arch Global Advisors, LLC 10,053 $4.23M 1.87% -123 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 10,007 $4.21M 0.3% 13F-HR Timeline RK Capital Management, LLC/FL More: the full row for RK Capital Management, LLC/FL 10,000 $4.21M 0.23% new 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 9,990 $4.2M 0.36% -41 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 13,035 $4.2M 0.23% -240 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 9,910 $4.17M 0.35% 0 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 9,896 $4.16M 0.21% -312 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 9,854 $4.14M 0.41% +456 13F-HR Timeline Group N10 ASSETS, LLC More: the full row for N10 ASSETS, LLC 9,829 $4.13M 1.79% 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 9,809 $4.13M 0.22% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 9,802 $4.12M 0.4% +1,023 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 9,783 $4.11M 1.58% +488 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 9,783 $4.11M 0.92% +119 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 9,778 $4.11M 0.34% +81 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 9,778 $4.11M 0.28% -12 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 9,748 $4.1M 1.9% +400 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 9,740 $4.1M 1.03% +12 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 9,729 $4.09M 2.25% +6,205 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 9,724 $4.09M 0.22% +2,765 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 9,720 $4.09M 0.98% -797 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 9,704 $4.08M 0.12% -494 13F-HR/A Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 9,688 $4.07M 1.36% +230 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 9,678 $4.07M 1.9% +1,174 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 11,955 $4.06M 0.21% +1,909 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 9,656 $4.06M 0.92% -51 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 9,655 $4.06M 0.25% +105 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 9,642 $4.06M 0.76% +1,529 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 9,637 $4.05M 0.25% +1,798 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9,613 $4.04M 0.33% +109 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 9,583 $4.03M 0.66% -474 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 9,573 $4.03M 0.47% -2,296 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 9,564 $4.02M 0.01% -5 13F-HR Timeline Group Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 9,548 $4.02M 0.87% +1,036 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 9,502 $4M 1.24% +242 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 9,486 $3.99M 0.36% +751 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 9,469 $3.98M 2.11% +755 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 9,468 $3.98M 0.59% +1,808 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 9,463 $3.98M 0.24% -16,500 13F-HR Timeline Kurv Investment Management LLC More: the full row for Kurv Investment Management LLC 9,453 $3.98M 3.07% +1,144 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 9,420 $3.96M 0.98% +165 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 9,400 $3.95M 1.59% +200 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 9,396 $3.95M 0.33% +794 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 9,389 $3.95M 1.98% +972 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 9,360 $3.94M 0.25% +54 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9,359 $3.94M 0.3% -430 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 9,358 $3.94M 1.25% +227 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 9,323 $3.92M 0.5% -1,721 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 9,308 $3.91M 0.22% -544 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,302 $3.91M 0.77% +135 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 9,292 $3.91M 0.21% +549 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 9,285 $3.91M 1.75% +1,669 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 9,284 $3.9M 0.52% -791 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 9,243 $3.89M 3.03% -257 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 9,236 $3.88M 0.38% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 9,203 $3.87M 0.05% +599 13F-HR Timeline Group PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 9,197 $3.87M 0.87% +269 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 9,160 $3.85M 0.58% +451 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 9,156 $3.85M 0.28% -41 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 9,755 $3.85M 0.09% +1,823 13F-HR Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 9,156 $3.85M 2.88% -1,208 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 9,151 $3.85M 0.26% +717 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 9,121 $3.84M 2.08% +486 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 9,503 $3.83M 0.05% +211 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 9,083 $3.82M 0.56% -510 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 9,079 $3.82M 0.3% +72 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 9,016 $3.79M 0.65% +958 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 9,008 $3.79M 0.16% +446 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 8,989 $3.78M 0.18% 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 8,985 $3.78M 1.1% +1,854 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 8,974 $3.77M 0.03% +1,606 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 8,963 $3.77M 1.17% +396 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 8,946 $3.76M 0.27% -47 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 8,938 $3.76M 0.77% -80 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,918 $3.75M 0.18% -398 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 18,928 $3.75M 1.59% +2,718 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 8,880 $3.73M 0.6% +4 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 8,877 $3.73M 0.91% +250 13F-HR Timeline CNB Bank More: the full row for CNB Bank 8,865 $3.73M 1.45% -502 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 10,079 $3.73M 0.42% +825 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 8,849 $3.72M 0.32% -28 13F-HR Timeline OceanIQ Capital, LLC More: the full row for OceanIQ Capital, LLC 11,124 $3.7M 2.26% 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 8,768 $3.69M 1.26% +59 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 8,763 $3.69M 2.2% +160 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hilltop Partners LLC More: the full row for Hilltop Partners LLC 8,728 $3.67M 0.89% +880 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 8,666 $3.64M 2.62% -1,803 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 8,663 $3.64M 0.51% +307 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 8,653 $3.64M 0.41% +195 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 8,633 $3.63M 1.7% -568 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 8,619 $3.63M 0.81% +11 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 8,599 $3.62M 2.28% -177 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 8,590 $3.61M 0.24% -21,609 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 8,747 $3.61M 0.2% +1,192 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 8,578 $3.61M 0.1% +4,206 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 8,502 $3.58M 1.47% +62 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 8,477 $3.57M 0.35% +307 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 8,457 $3.56M 0.81% +797 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 8,455 $3.56M 0.67% -485 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 8,449 $3.55M 0.13% +677 13F-HR Timeline Group TFR Capital, LLC. More: the full row for TFR Capital, LLC. 8,444 $3.55M 1% -383 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 8,415 $3.54M 2.44% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 8,399 $3.53M 0.05% +202 13F-HR Timeline Group Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 8,381 $3.53M 0.98% -5 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 8,354 $3.51M 0.1% -683 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 8,889 $3.51M 0.37% +376 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 8,306 $3.49M 0.25% -498 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 8,875 $3.48M 0.54% 0 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 8,282 $3.48M 0.59% +586 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 8,277 $3.48M 0.14% +391 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 8,258 $3.47M 1.08% +781 13F-HR Timeline Foster Group, Inc. 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