FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 11,324 $4.21M 0.92% +3,278 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 11,282 $4.19M 0.89% +869 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 11,258 $4.19M 2.26% +23 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 11,254 $4.18M 1.5% +387 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 11,253 $4.18M 0.85% -56 13F-HR Timeline University of Illinois Foundation More: the full row for University of Illinois Foundation 11,249 $4.18M 0.86% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 11,227 $4.17M 0.3% -1,903 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 11,226 $4.17M 1.08% +1,680 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 11,191 $4.16M 0.15% +87 13F-HR Timeline Bell Bank More: the full row for Bell Bank 11,140 $4.14M 0.18% +109 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 11,118 $4.13M 3.17% -881 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 11,094 $4.12M 0.06% -1,749 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 11,088 $4.12M 0.72% +244 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 11,081 $4.12M 0.3% +1,955 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 11,044 $4.11M 0.57% +508 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 11,030 $4.1M 0.08% +248 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 9,211 $4.1M 3.87% +238 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 11,017 $4.1M 3.03% +62 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 11,012 $4.09M 1.13% +16 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 11,003 $4.09M 0.74% -3 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 10,999 $4.09M 1.19% +3,648 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 10,912 $4.06M 1.47% 0 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 10,877 $4.04M 0.16% +531 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 10,873 $4.04M 0.18% +1,060 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 10,862 $4.04M 0.83% +106 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 9,254 $4.03M 0.47% +971 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 10,811 $4.02M 1.38% +818 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 10,787 $4.01M 0.39% +120 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 10,776 $4.01M 0.21% +1,674 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 10,680 $3.97M 1.79% +258 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 10,674 $3.97M 1.99% +4 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 10,648 $3.96M 0.76% -618 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 10,148 $3.95M 1.25% +80 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 10,604 $3.94M 1.6% +12 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 10,602 $3.94M 1.91% -164 13F-HR/A Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 10,575 $3.93M 0.51% +16 13F-HR Timeline NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 10,563 $3.93M 0.28% -179 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 10,517 $3.91M 1.02% -280 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 10,513 $3.91M 0.17% -9 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 10,469 $3.89M 2.92% -2,629 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 10,415 $3.87M 0.43% +795 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 10,411 $3.87M 0.64% +1,462 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 10,399 $3.87M 2.01% +95 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 10,389 $3.86M 0.63% -2,000 13F-HR Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 10,364 $3.85M 3.48% +269 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 10,331 $3.84M 0.7% -1,613 13F-HR Timeline Boston Trust Walden Corp group of 2 filers holding More: the full row for Boston Trust Walden Corp 10,316 $3.83M +6,122 Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 10,310 $3.83M 0.52% +367 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 10,229 $3.8M 0.14% -432 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 10,208 $3.79M 0.23% -36 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 10,198 $3.79M 0.12% +146 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 10,196 $3.79M 0.33% +158 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 10,190 $3.79M 0.43% +3,969 13F-HR Timeline M3 Wealth Management, LLC More: the full row for M3 Wealth Management, LLC 10,189 $3.79M 2.92% -157 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 10,183 $3.79M 1.18% +657 13F-HR Timeline Arch Global Advisors, LLC More: the full row for Arch Global Advisors, LLC 10,176 $3.78M 1.97% 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 10,121 $3.76M 0.83% +576 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 10,114 $3.76M 0.74% +9,245 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 10,114 $3.76M 1.43% -730 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 10,110 $3.76M 0.3% +53 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 9,852 $3.76M 0.23% -937 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 10,103 $3.76M 0.27% +639 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 10,075 $3.75M 0.53% 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 10,074 $3.75M 0.27% +936 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 10,068 $3.74M 0.22% -636 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 10,057 $3.74M 0.7% +95 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 10,046 $3.73M 0.26% +6,724 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 10,031 $3.73M 0.36% -11 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 9,292 $3.72M 0.06% +4,220 13F-HR Timeline Turas Capital Management LP More: the full row for Turas Capital Management LP 10,000 $3.72M 0.95% +7,800 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 9,955 $3.7M 0.15% +248 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 9,953 $3.7M 0.81% -618 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 9,943 $3.7M 3.05% -229 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 9,940 $3.7M 0.27% +634 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 9,926 $3.69M 0.27% +92 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 9,910 $3.68M 0.26% +4,555 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 9,910 $3.68M 0.34% +4,555 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 9,851 $3.66M 0.07% +90 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 9,832 $3.66M 0.82% +301 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 9,790 $3.64M 0.3% +42 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9,789 $3.64M 0.3% +268 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 9,765 $3.63M 2.55% +961 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 9,750 $3.62M 0.33% +6,407 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 9,728 $3.62M 0.96% +8 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 9,707 $3.61M 1.04% +460 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 9,697 $3.6M 0.34% -268 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 9,686 $3.6M 0.13% +854 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 9,684 $3.6M 0.56% +3,063 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 9,681 $3.6M 0.22% -916 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 9,664 $3.59M 0.89% +410 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 9,634 $3.58M 2.16% +1,573 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 9,620 $3.58M 0.22% +70 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 9,611 $3.57M 1.65% +864 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,606 $3.57M 0.21% +223 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 9,593 $3.57M 0.63% -518 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 9,569 $3.56M 0.01% +136 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 9,550 $3.55M 0.26% +99 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9,504 $3.53M 0.34% -118 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 9,500 $3.53M 3.11% -27,128 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 9,458 $3.52M 1.37% +181 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 9,398 $3.49M 0.43% +86 13F-HR/A Timeline Group Centric Wealth Management More: the full row for Centric Wealth Management 8,875 $3.48M 0.7% +134 13F-HR Timeline CNB Bank More: the full row for CNB Bank 9,367 $3.48M 1.47% -34 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 9,359 $3.48M 1.07% +1,507 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 9,352 $3.48M 0.94% +8,814 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 9,348 $3.48M 1.72% +482 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,316 $3.46M 0.19% +494 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 9,306 $3.46M 0.34% -48 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 9,294 $3.45M 0.16% +952 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 9,255 $3.45M 1.01% -178 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 9,260 $3.44M 0.99% +289 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 9,260 $3.44M 1.27% +132 13F-HR Timeline Group Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 9,201 $3.42M 1.9% -142 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 9,200 $3.42M 1.77% 0 13F-HR Timeline Group W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 9,197 $3.42M 0.28% -290 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 9,181 $3.41M 0.22% -123 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,167 $3.41M 0.77% +154 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 12,432 $3.4M 1.07% -1,856 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 9,142 $3.4M 0.43% +6,983 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 9,131 $3.39M 1.24% +25 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 8,714 $3.39M 1.8% -7,329 13F-HR Timeline SCOPUS ASSET MANAGEMENT, L.P. More: the full row for SCOPUS ASSET MANAGEMENT, L.P. 9,100 $3.38M 0.11% -14,427 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 9,088 $3.38M 0.04% -582 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 9,037 $3.36M 0.12% -119 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 9,018 $3.35M 0.8% +135 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 9,292 $3.35M 0.1% -7,736 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 9,007 $3.35M 0.3% -1,493 13F-HR Timeline Science & Technology Partners, L.P. More: the full row for Science & Technology Partners, L.P. 9,000 $3.35M 0.88% -46,375 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 8,993 $3.34M 0.27% +30 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 8,990 $3.34M 0.26% +1,056 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 8,956 $3.33M 1.01% -192 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 8,940 $3.32M 0.67% -302 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 8,928 $3.32M 0.91% +295 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 8,903 $3.31M 0.69% -276 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 8,877 $3.3M 0.33% +33 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 8,876 $3.3M 0.62% +2,568 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 8,513 $3.29M 0.36% +1,111 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 8,827 $3.28M 1.01% +753 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 8,825 $3.28M 0.31% +3,180 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 9,295 $3.28M 1.41% +293 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 8,804 $3.27M 0.25% +2,664 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 8,779 $3.26M 0.4% +1,190 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 8,776 $3.26M 2.3% -226 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 8,749 $3.25M 0.04% -1,242 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 8,743 $3.25M 0.19% +1,103 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 8,735 $3.25M 0.34% +327 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 8,711 $3.24M 0.17% +481 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 8,709 $3.24M 1.33% +139 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 8,709 $3.24M 0.52% -1,153 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 8,689 $3.23M 0.43% +18 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 8,684 $3.23M 0.03% -401,316 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 8,655 $3.22M +1,358 Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 8,635 $3.21M 2.43% +420 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 8,627 $3.21M 0.9% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 8,612 $3.2M 0.48% -418 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 8,608 $3.2M 0.81% 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 8,604 $3.2M 0.05% +865 13F-HR Timeline Group Income Insurance Ltd More: the full row for Income Insurance Ltd 8,603 $3.2M 2.17% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 8,602 $3.2M 0.34% +2,640 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 8,595 $3.2M 0.12% new 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 8,571 $3.19M 1.57% +791 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 8,567 $3.18M 1.19% -721 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 8,562 $3.18M 0.16% +560 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 8,559 $3.18M 1.06% 0 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 8,512 $3.16M 0.78% +1,355 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 8,504 $3.16M 1.47% +1,795 13F-HR Timeline Aristotle Atlantic Partners, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Atlantic Partners, LLC 8,462 $3.15M 0.15% +988 13F-HR Timeline Group Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 8,458 $3.14M 0.36% +232 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 8,442 $3.14M 0.01% +4,738 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 8,440 $3.14M 1.52% -35 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 8,434 $3.14M 0.24% +154 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 8,417 $3.13M 1.87% +446 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 8,415 $3.13M 2.47% +937 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 8,386 $3.12M 0.96% -10 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 8,356 $3.11M 0.47% +1,459 13F-HR Timeline Willis Johnson & Associates, Inc. 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