AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 473,984 $29.6M 1.58% +13,970 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 473,552 $29.6M 3.32% -1,270 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 473,469 $29.6M 0.06% -61,891 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 472,679 $29.5M 2.58% +1,693 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 452,390 $29.5M 9.85% -5,575 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 471,686 $29.5M 14.92% +8,611 13F-HR Timeline Kopp Family Office, LLC More: the full row for Kopp Family Office, LLC 468,604 $29.3M 18.69% -23,971 13F-HR Timeline American Trust More: the full row for American Trust 468,513 $29.3M 2.46% -8,192 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 467,941 $29.2M 1.87% +5,715 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 461,848 $28.9M 0.49% +337,813 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 458,244 $28.6M 23.75% -5,819 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 455,712 $28.5M 5.97% +48,646 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 451,746 $28.2M 0.38% -2,417 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 454,649 $28.1M 2.49% -5,318 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 449,895 $28.1M 0.58% -210,002 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 447,571 $28M 0.89% -22,273 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 446,032 $27.9M 6.82% +992 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 442,922 $27.7M 2.28% +8,071 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 442,800 $27.7M 1.27% 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 441,100 $27.6M 1.06% +19,281 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 439,520 $27.5M 11.65% +21,441 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 407,487 $27.5M 19.94% -1,181 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 438,733 $27.4M 1.89% -3,206 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 438,158 $27.4M 0.5% +21,150 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 437,929 $27.4M 2.97% +251,700 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 436,161 $27.2M 2.77% +20,851 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 436,130 $27.2M 1.06% +16,843 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 435,116 $27.2M 1.57% -6,940 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 435,010 $27.2M 2.19% +33,638 13F-HR Timeline Group Level Financial Advisors More: the full row for Level Financial Advisors 434,155 $27.1M 7.17% +23,062 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 415,697 $26.9M +246,899 Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 671,887 $26.9M 0.65% -20,503 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 428,789 $26.8M 4.79% +1,728 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 427,770 $26.7M 0.31% +128,414 13F-HR Timeline Group LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 426,184 $26.6M 7.45% +28,680 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 423,574 $26.5M 7.66% +6,916 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 407,057 $26.4M 8.53% +4,547 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 422,088 $26.4M 0.14% +9,716 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 421,820 $26.4M 0.01% +37,326 13F-HR Timeline Group CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 421,392 $26.3M 0.36% -87,112 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 417,953 $26.1M 15.84% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 417,437 $26.1M 1.6% +8,576 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 415,225 $25.9M 2.32% +20,999 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 414,194 $25.9M 15.36% -26,397 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 413,628 $25.8M 2.17% +9,917 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 411,536 $25.7M 0.98% -7,578 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 410,362 $25.6M 0.18% -7,925 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 406,743 $25.4M 0.87% +48,977 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 406,544 $25.4M 4.96% +35,086 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 405,873 $25.4M 10.8% -12,216 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 404,844 $25.3M 0.14% +59,969 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 404,680 $25.3M 0.88% +26,481 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 403,402 $25.2M 5.86% +56,457 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 401,680 $25.1M 0.09% +52,696 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 400,814 $25M 4.34% -77,432 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 397,487 $24.8M 0.35% +19,194 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 397,478 $24.8M 13.64% +4,539 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 396,870 $24.8M 3.65% +7,105 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 396,410 $24.8M 1.66% -8,142 13F-HR Timeline Group William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 396,085 $24.7M 11.65% +131,362 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 395,639 $24.7M 2.21% +52,940 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 394,406 $24.6M 2.12% +3,810 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 392,153 $24.4M 10.96% +44,946 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 389,663 $24.3M 9.51% -1,366 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 372,041 $24.2M 2.93% +58,250 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 386,261 $24.1M 8.23% -10,887 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 385,382 $24.1M 0.15% -4,172 13F-HR Timeline Group TrustBank in group TrustBank More: the full row for TrustBank 384,629 $24M 10.02% 13F-HR Timeline Group Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 384,543 $24M 7.25% +8,740 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 381,059 $23.8M 3.46% -27,030 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 379,645 $23.7M 1.18% -2,765 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 379,182 $23.7M 6.51% +90,929 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 378,824 $23.7M 13.35% -1,435 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 377,596 $23.6M 1.87% +328,756 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 376,073 $23.5M 2.94% +42,091 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 374,693 $23.4M 0.57% +46,887 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 374,277 $23.4M 10.23% +114,264 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 372,734 $23.3M 1.6% +666 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 372,130 $23.2M 9.3% -1,593 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 371,413 $23.2M 4.3% +57,201 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 369,314 $23.1M 9.59% +6,144 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 384,278 $22.9M -1 Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 366,550 $22.9M 1.91% -21,853 13F-HR Timeline Group Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 366,490 $22.9M 5.36% +102,130 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 365,441 $22.8M 15.66% 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 364,560 $22.8M 2.89% +51,187 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 363,943 $22.7M 5.98% +129,574 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 360,558 $22.5M 0.04% -4,401 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 359,099 $22.4M 5.86% -8,633 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 357,966 $22.4M 0.33% +7,779 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 357,900 $22.4M 0.68% -8,018 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 354,046 $22.1M 12.62% -4,945 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 353,659 $22.1M 1.34% -17,243 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 353,510 $22.1M 1.06% +283,142 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 352,279 $22M 5.94% +25,360 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 349,683 $21.8M 0.83% -9,959 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 349,486 $21.8M 0.24% +22,644 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 348,079 $21.7M 12.6% +12,950 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 347,858 $21.7M 1.15% -15,287 13F-HR Timeline KALEIDOSCOPE CAPITAL LP More: the full row for KALEIDOSCOPE CAPITAL LP 347,181 $21.7M 8.29% -28,202 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 337,834 $21.7M 0.87% +158,635 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 345,687 $21.6M 1.25% +72,043 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 342,538 $21.4M 6.75% +2,323 13F-HR Timeline KRM WEALTH MANAGEMENT L.L.C. More: the full row for KRM WEALTH MANAGEMENT L.L.C. 342,284 $21.4M 11.73% 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 342,186 $21.4M 4.75% -19,287 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 341,986 $21.4M 8.24% +27,196 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 340,615 $21.3M 4.43% +11,241 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 340,598 $21.3M 3.34% +1,825 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 340,571 $21.3M 10.88% -11,335 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 337,741 $21.1M 0.38% +18,307 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 336,393 $21M 14.55% +45,737 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 334,329 $20.9M 15.93% +8,734 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 333,953 $20.9M 0.41% +128,318 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 333,163 $20.8M -4,927 Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 332,377 $20.8M 4.8% +67,166 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 332,339 $20.8M 7.99% +7,387 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 331,433 $20.7M 8.68% -1,625 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 331,150 $20.7M 0.82% +40,482 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 328,964 $20.6M 0.5% +17,324 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 327,507 $20.5M 0.39% +44,647 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 326,830 $20.4M 0.71% -1,090 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 323,750 $20.2M 1.21% +31,045 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 323,176 $20.2M 2.17% +7,466 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 318,398 $19.9M 10.28% +2,269 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 317,465 $19.8M 7.66% +26,515 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 316,581 $19.8M 2% +5,636 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 315,989 $19.7M 1.84% +900 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 314,960 $19.7M 5% +2,015 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 314,532 $19.6M 0.73% +11,210 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 312,379 $19.5M 5.92% +47,748 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 307,815 $19.2M 0.66% -1,040 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 307,525 $19.2M 0.52% +53,857 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 306,975 $19.2M 9.44% 0 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 306,852 $19.2M 7.31% -12,900 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 306,771 $19.2M 6.65% +14,210 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 306,324 $19.1M 0.03% +143,007 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 305,293 $19.1M 0.23% -77,389 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 304,104 $19M 0.28% -5,431 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 303,952 $19M 5.65% -1,833 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 303,402 $19M 5.43% +4,444 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 303,188 $18.9M 1.37% -182,316 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 302,999 $18.9M 10.95% +6,854 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 302,760 $18.9M 6.15% 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 302,210 $18.9M 9.18% 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 300,322 $18.8M 4.38% +178 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 299,526 $18.7M 0.41% +7,801 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 299,407 $18.7M 17.92% 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 299,201 $18.7M 3.95% +8,873 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 295,009 $18.4M 0.86% +7,611 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 293,268 $18.3M 1.34% +8,125 13F-HR Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 288,764 $18M 3.04% -30,000 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 288,285 $18M 4.28% +1,386 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 286,030 $17.9M 3.42% +5,782 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 285,130 $17.8M 5.08% +9,128 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 284,384 $17.8M 5.55% +31,715 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 283,878 $17.7M 7.96% +200 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 283,426 $17.7M 10.57% +30,893 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 310,463 $17.7M 11.48% -3,090 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 280,830 $17.5M 3.25% +19,003 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 280,014 $17.5M 5.17% +47,904 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 279,815 $17.5M 18.61% 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 279,727 $17.5M 4.86% +17,682 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 278,444 $17.4M 1.31% +6,641 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 275,907 $17.2M 4.12% -2,929 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 274,742 $17.2M 2.36% +48,843 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 273,161 $17.1M 3.25% +3,011 13F-HR/A Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 273,119 $17.1M 2.77% -10,600 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 272,209 $17M 0.55% -3,766 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 271,752 $17M 0.59% -2,607 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 271,671 $17M 0.34% +4,818 13F-HR Timeline Group Trust Co of the South More: the full row for Trust Co of the South 271,544 $17M 2.73% -12,801 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 270,998 $16.9M 7.2% +8,153 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 271,005 $16.9M 8.04% +30,790 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 269,731 $16.9M 8.16% +7,236 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 268,722 $16.8M 11.12% -7,815 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 267,283 $16.7M 5.84% +9,050 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 265,694 $16.6M 2.43% -1,989 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 265,272 $16.6M 0.16% -92,615 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. 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