Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,311 $578K <0.01% +95 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,288 $572K 0.02% -336 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,275 $569K 0.01% +1,426 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,266 $566K 0.03% +512 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,261 $565K 0.01% +797 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,252 $563K 0.02% -399 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,236 $559K <0.01% +367 13F-HR Timeline Group Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 2,225 $556K 0.04% new 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 2,203 $551K 0.17% -66 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 2,183 $546K 0.37% -84 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 2,168 $542K 0.09% 0 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2,156 $540K <0.01% -14,642 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,122 $530K 0.02% +259 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,094 $523K 0.09% +309 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,089 $522K 0.03% +39 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,054 $513K 0.01% +164 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,041 $510K 0.13% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,040 $510K 0.01% +231 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 2,012 $503K 0.09% -21 13F-HR Timeline One68 Global Capital, LLC More: the full row for One68 Global Capital, LLC 2,000 $500K 1.06% new 13F-HR/A Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 2,000 $500K 0.33% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,997 $499K <0.01% -184 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 1,987 $497K 0.02% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,987 $497K 0.04% new 13F-HR Timeline BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 1,978 $494K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,976 $494K 0.02% +461 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,960 $490K 0.01% +111 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,954 $488K 0.05% +606 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,943 $486K 0.03% -135 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,933 $483K 0.01% +200 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,915 $479K <0.01% +196 13F-HR Timeline Group INTRUST BANK NA More: the full row for INTRUST BANK NA 1,914 $478K 0.04% -8 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 1,907 $477K 0.14% -174 13F-HR Timeline Willow Creek Capital Management, Inc. More: the full row for Willow Creek Capital Management, Inc. 1,904 $476K 0.46% 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,902 $475K 0.01% +777 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 1,900 $475K 0.01% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,881 $470K 0.03% +63 13F-HR/A Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,856 $464K 0.01% -20 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,850 $462K 0.01% 0 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,827 $457K 0.05% -3,714 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,823 $456K <0.01% -1,005 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,816 $454K 0.01% +483 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,787 $447K 0.01% +30 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,779 $445K 0.01% 0 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,776 $444K 0.07% -758 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,772 $443K <0.01% +387 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,755 $439K 0.06% 0 13F-HR Timeline Group Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,750 $437K 0.04% new 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 1,748 $437K 0.05% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,746 $436K 0.01% +161 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,715 $429K <0.01% +393 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,707 $427K 0.01% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,697 $424K 0.08% +60 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 878 $420K 0.1% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,676 $419K 0.02% new 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,674 $418K 0.16% +38 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,667 $417K 0.01% -11 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 1,658 $414K 0.19% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,648 $412K 0.01% -8 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,628 $407K 0.01% +20 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,619 $405K 0.04% -2,253 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 1,606 $401K 0.05% 0 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 1,600 $400K 1.12% +400 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,583 $396K 0.03% +306 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,576 $394K 0.32% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,565 $391K 0.01% -85 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,563 $391K 0.02% +20 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,557 $389K <0.01% +504 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,557 $389K 0.01% +112 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,553 $388K 0.01% +34 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,509 $377K 0.01% +436 13F-HR Timeline Intesa Sanpaolo S.p.A. in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo S.p.A. 1,505 $377K 0.01% 0 13F-HR Timeline Group Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 1,500 $375K 0.07% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,494 $373K 0.03% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,493 $373K 0.01% -117 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,482 $370K <0.01% +129 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,479 $370K 0.06% +29 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,479 $370K 0.02% +86 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,474 $368K <0.01% +168 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,466 $366K 0.12% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,462 $365K 0.02% +56 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,460 $365K 0.01% +260 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,454 $363K 0.01% -12 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,445 $361K <0.01% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,515 $359K 0.14% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,417 $354K +172 Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 1,400 $350K 0.3% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,387 $347K 0.01% new 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 1,385 $346K 0.03% -600 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,374 $343K 0.01% +450 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,362 $340K 0.05% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,360 $340K 0.04% +54 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,353 $338K <0.01% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,333 $333K 0.1% -26 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,330 $332K 0.01% 0 13F-HR Timeline Wesleyan Assurance Society More: the full row for Wesleyan Assurance Society 1,300 $325K 0.02% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,287 $322K 0.03% -326 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,284 $321K 0.03% -80 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 1,281 $320K <0.01% -5,364 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,278 $319K 0.11% +228 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 1,270 $317K <0.01% new 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,266 $316K 0.03% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,262 $315K <0.01% +41 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,235 $309K 0.09% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,230 $307K 0.02% +136 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,228 $307K 0.09% -2,861 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,227 $307K 0.05% -2 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 1,223 $306K <0.01% -6,446 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,212 $303K <0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,201 $300K 0.01% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,186 $296K <0.01% +132 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 1,180 $295K <0.01% -1,563 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,171 $293K 0.04% new 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 1,169 $292K 0.01% -126 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,168 $292K 0.02% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,164 $291K 0.06% -644 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,163 $291K 0.04% new 13F-HR/A Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,160 $290K 0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,158 $289K 0.03% -1 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,137 $284K 0.01% +39 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,129 $282K 0.02% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,128 $282K 0.01% -1,812 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,125 $281K 0.02% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,124 $281K 0.01% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,119 $280K 0.02% +334 13F-HR Timeline Group JMN Financial LLC More: the full row for JMN Financial LLC 1,118 $279K 0.22% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,116 $279K 0.07% -60 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,116 $279K 0.03% -36 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,110 $278K 0.01% new 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,108 $277K 0.02% 0 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 1,100 $275K 0.01% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,100 $275K 0.02% new 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 1,100 $275K 0.26% 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 1,096 $274K 0.02% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,094 $273K 0.01% -56 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,090 $272K 0.13% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,087 $272K 0.11% -36 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,086 $271K 0.01% +86 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,072 $268K 0.01% -988 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 1,062 $265K 0.1% +1,061 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,060 $265K 0.01% -16 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 1,060 $265K <0.01% 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,056 $264K 0.03% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,049 $262K 0.09% +380 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,048 $262K 0.04% new 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,044 $261K 0.14% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,303 $261K <0.01% -20 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 1,041 $260K 0.04% -13,293 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 1,040 $260K 0.07% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,035 $259K 0.02% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,033 $258K <0.01% new 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 1,030 $257K 0.07% +14 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,027 $257K <0.01% -130 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,026 $256K 0.03% new 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 1,020 $255K 0.02% -239 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,012 $253K 0.02% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,006 $251K 0.02% -187 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,003 $251K 0.03% new 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,002 $250K 0.01% new 13F-HR Timeline Group MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 1,000 $250K 0.15% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 996 $249K <0.01% +355 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 989 $247K 0.01% new 13F-HR Timeline Group SUMMITRY LLC More: the full row for SUMMITRY LLC 984 $246K 0.01% -152 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 975 $244K 0.02% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 973 $243K 0.01% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 970 $242K 0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 965 $241K 0.01% +425 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 963 $241K 0.02% new 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 962 $240K 0.05% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 961 $240K <0.01% +765 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 959 $240K 0.17% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 956 $239K 0.01% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 954 $238K 0.01% new 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 945 $236K 0.11% -200 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 944 $236K 0.01% +8 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 942 $235K 0.02% +12 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 939 $235K 0.01% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 929 $232K <0.01% new 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 915 $229K 0.02% -145 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 909 $227K new Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 904 $226K 0.16% new 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 903 $226K 0.07% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 901 $225K <0.01% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 896 $224K 0.08% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 893 $223K 0.04% new 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 890 $222K 0.08% -127 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 885 $221K <0.01% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 882 $220K <0.01% new 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 877 $219K 0.01% new 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 872 $218K <0.01% -320 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 872 $218K <0.01% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 869 $217K 0.01% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 867 $217K <0.01% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 864 $216K 0.01% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 856 $214K 0.1% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 854 $213K 0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 846 $211K 0.01% -86 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 841 $210K 0.04% new 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 840 $210K 0.03% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 835 $209K 0.01% +17 13F-HR Timeline