Sharper & Granite LLC More: the full row for Sharper & Granite LLC 13,026 $1.56M 0.64% +1,058 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 12,982 $1.55M 0.01% +920 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 12,866 $1.54M 0.05% +250 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 12,691 $1.52M 0.14% +9,445 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 12,609 $1.51M 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 12,543 $1.5M 0.01% +140 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12,478 $1.49M 0.04% +9,427 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 12,458 $1.49M 0.14% +15 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 12,385 $1.48M 0.18% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 12,345 $1.47M 0.48% +111 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 12,055 $1.44M 0.4% -101 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 12,047 $1.44M 0.24% +1 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 11,974 $1.43M 0.05% -23 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 11,953 $1.43M 0.6% +28 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 11,889 $1.42M 1.03% -125 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 11,825 $1.41M 0.67% +2,604 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 11,665 $1.39M 0.45% -50 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 11,625 $1.39M 0.05% +1,953 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 11,553 $1.38M 0.6% -6,563 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 11,522 $1.38M 0.02% -181 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 11,468 $1.37M 0.18% -520 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 11,465 $1.37M 0.2% -1,796 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 11,447 $1.37M 0.54% +148 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 11,294 $1.35M 0.03% -433 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 11,247 $1.34M <0.01% -611 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 11,189 $1.34M +54 Timeline Advisor Resource Council More: the full row for Advisor Resource Council 11,044 $1.32M 0.11% new 13F-HR Timeline Wealthcare Capital Partners, LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Capital Partners, LLC 11,037 $1.32M 0.68% +336 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 10,864 $1.3M <0.01% +228 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 10,748 $1.28M 0.03% +1,097 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 10,592 $1.27M <0.01% +4,861 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 10,492 $1.25M 0.2% +205 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,491 $1.25M 0.04% +8,036 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 10,378 $1.24M <0.01% +383 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 10,282 $1.23M 0.03% +409 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 9,997 $1.19M 1.03% +31 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 9,983 $1.19M 0.14% -13 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 9,937 $1.19M 0.06% +347 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 9,914 $1.18M <0.01% -3,440 13F-HR Timeline Group Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 9,724 $1.16M 0.5% +205 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,689 $1.16M 0.03% -327 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 9,566 $1.14M 0.08% +323 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 9,566 $1.14M 0.88% +255 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 9,562 $1.14M <0.01% -1,465 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,410 $1.12M 0.03% +2,458 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 9,366 $1.12M 1.27% -81 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 9,354 $1.12M <0.01% +8,756 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 9,345 $1.12M <0.01% +5,190 13F-HR/A Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 8,811 $1.05M 0.03% -432 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 8,643 $1.03M 0.05% +4,315 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 8,555 $1.02M 0.15% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 8,532 $1.02M <0.01% -193 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 8,582 $1.01M 0.01% -18 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,354 $998K 0.07% -207 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 8,288 $990K <0.01% +396 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,228 $983K 0.01% -2 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 8,069 $964K 0.16% +917 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 8,036 $960K 0.43% +1 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 8,004 $956K 0.36% +4,000 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,002 $956K 0.01% -667 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 7,950 $950K 0.61% -458 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 7,940 $949K 0.13% -40 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,904 $944K 0.02% +4,856 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,903 $944K 0.06% +61 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 7,893 $943K 1.03% new 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 7,815 $934K 0.6% +1,659 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 7,845 $926K 0.61% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,733 $924K 0.07% +135 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 7,702 $920K 0.79% +1,892 13F-HR/A Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 7,546 $902K 0.05% +910 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,497 $896K 0.01% +811 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,498 $896K 0.01% +201 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 7,480 $893K 0.23% +459 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,405 $885K 0.01% -119 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 7,376 $881K 0.19% -116 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,302 $872K 0.04% -217 13F-HR Timeline Group Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 7,251 $866K 0.36% 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 7,190 $859K 0.4% +426 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 7,159 $855K 0.04% -214 13F-HR/A Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 7,137 $853K 0.28% +30 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,000 $836K 0.05% -1,000 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,945 $830K 0.01% +2,290 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,878 $822K <0.01% +304 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,878 $821K 0.02% +4,994 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 6,873 $821K 0.01% new 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 6,850 $818K 0.09% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 6,810 $814K 0.12% 0 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 6,764 $808K <0.01% -1,159 13F-HR/A Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 6,732 $805K 0.01% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 6,732 $804K 0.02% +25 13F-HR Timeline Group HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 6,730 $804K 0.45% +160 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,563 $784K 0.03% +700 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,558 $783K 0.06% +1 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 6,548 $782K 0.02% +4,672 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 6,525 $780K 0.49% -18 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,482 $774K 0.12% -124 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 6,440 $769K 0.17% +3,444 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 6,417 $767K 0.02% +6,225 13F-HR Timeline Group Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 6,412 $766K 0.17% -52 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 6,335 $757K 0.07% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 6,321 $755K 0.13% +1,508 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,296 $752K 0.02% +4,591 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,239 $745K <0.01% +41 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 6,227 $744K 0.1% -663 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 6,170 $737K 0.07% -145 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,124 $732K <0.01% +250 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,117 $731K 0.03% +3,556 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,091 $728K 0.04% +179 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 6,085 $727K 0.2% +20 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,050 $723K 0.04% +139 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 6,006 $718K 0.3% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 5,998 $717K 0.1% +1,915 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 5,950 $711K 0.23% 0 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 5,893 $704K 0.48% -192 13F-HR/A Timeline Matisse Capital More: the full row for Matisse Capital 5,871 $701K 0.37% -40 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,826 $696K 0.04% +829 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 5,801 $693K 0.12% +21 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 5,795 $692K 0.1% +296 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 5,770 $689K 0.05% -387 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,740 $686K 0.07% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 5,733 $685K 0.41% +146 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 5,667 $677K 0.03% +50 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 5,659 $676K 0.19% -214 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 5,603 $669K <0.01% +1,664 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,595 $668K 0.03% -201 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 5,524 $660K 0.02% -519 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 5,464 $653K 0.46% +286 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,390 $644K 0.03% +27 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 5,345 $639K 0.29% +10 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,261 $629K 0.01% +1,275 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 5,260 $628K 0.38% -1,092 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 5,229 $625K 0.12% +342 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 5,218 $623K 0.03% -195 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 5,213 $623K 0.02% +775 13F-HR Timeline Group Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 5,215 $623K 0.61% 0 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 5,189 $620K 0.34% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,112 $611K 0.02% +171 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,091 $608K 0.02% +5 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 5,091 $601K 0.43% -52 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,013 $599K 0.02% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,005 $598K 0.01% -147 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,995 $597K 0.03% +197 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 4,940 $590K 0.35% -640 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,899 $585K 0.04% +578 13F-HR Timeline Group Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 4,894 $585K 0.15% -589 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,851 $580K 0.05% -252 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,827 $577K 0.02% +1,308 13F-HR/A Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 4,813 $575K 0.39% -225 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 4,774 $570K 0.47% -97 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 4,740 $566K <0.01% 0 13F-HR Timeline Group HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 4,733 $565K 0.25% +203 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,726 $565K <0.01% +1 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,718 $564K 0.02% +778 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,709 $563K <0.01% +200 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,697 $561K 0.14% +23 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,644 $555K 0.02% -127 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 4,611 $551K 0.45% +4 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,593 $549K 0.09% 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 4,513 $539K 0.06% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 4,489 $536K 0.04% +25 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 4,486 $536K 0.14% +19 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,481 $535K 0.03% -26 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,455 $532K 0.05% -3,558 13F-HR/A Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 4,450 $532K 0.03% 0 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 4,429 $529K 0.36% +108 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 4,410 $527K 0.33% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,391 $525K <0.01% new 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 4,355 $520K 0.41% -44 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,350 $520K 0.01% -50 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 4,327 $517K 0.02% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,317 $516K 0.04% 0 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. 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