BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 8,700 $1.06M <0.01% 0 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 8,592 $1.05M 0.1% -59 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 8,531 $1.04M 0.3% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 8,495 $1.03M <0.01% +5,835 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 8,488 $1.03M 0.07% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,385 $1.02M 0.02% +334 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 8,374 $1.02M 0.01% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 8,362 $1.02M 0.3% -264 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 8,360 $1.02M 0.13% +5,268 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 8,296 $1.01M 0.35% -83 13F-HR Timeline Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 8,242 $1M 0.88% 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 9,064 $998K 0.11% +198 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 8,199 $998K 0.02% -4,642 13F-HR Timeline Group Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 8,174 $995K 1.5% +2,411 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 8,178 $993K 0.28% +1,232 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 8,097 $986K 0.06% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 8,046 $980K 0.31% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 7,927 $965K 0.19% -528 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 7,852 $956K <0.01% +352 13F-HR Timeline Group Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 7,839 $954K 0.12% +2,253 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 7,824 $953K 0.57% -922 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 7,812 $951K 0.03% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 7,819 $950K <0.01% +70 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,769 $946K 0.05% +79 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,718 $940K 0.02% +704 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 7,672 $934K 0.33% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,634 $929K 0.07% -198 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 7,633 $929K 0.16% 0 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 7,623 $928K 0.45% +3,222 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 7,612 $927K 0.07% +86 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 7,559 $920K 0.26% +331 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 7,550 $919K 0.41% 0 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 7,499 $913K 0.31% -52 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 7,495 $913K 0.12% +762 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 7,485 $911K 0.21% -51 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 7,477 $910K 0.56% 0 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 7,456 $908K 0.85% 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 7,421 $904K 0.16% -158 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 7,410 $902K 0.12% +710 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,409 $902K 0.02% +1,152 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 7,158 $871K 0.04% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 7,049 $858K 0.17% -198 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 6,917 $842K 0.49% -94 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 6,885 $838K 0.08% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 6,868 $836K 0.02% -27 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 6,764 $824K 0.62% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 6,759 $823K 0.06% +800 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 6,659 $811K <0.01% -125 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 6,640 $808K 0.03% +2,039 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 6,587 $802K 0.03% -10,013 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,538 $796K 0.03% -2,248 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6,521 $794K 0.03% +32 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 6,498 $791K 0.19% +4,146 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 6,456 $786K <0.01% -120 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 6,454 $786K 0.13% +344 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 6,366 $775K 0.1% +48 13F-HR Timeline EQ LLC More: the full row for EQ LLC 6,351 $773K 0.22% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,291 $766K 0.05% +147 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,321 $766K 0.07% +183 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 6,250 $761K 0.31% 0 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. 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More: the full row for CENTAURUS FINANCIAL, INC. 5,902 $719K 0.03% +1,255 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 5,896 $718K 0.01% +608 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 5,894 $718K 0.27% +560 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 5,821 $709K 0.5% 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,620 $684K <0.01% +1,994 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 5,600 $682K <0.01% new 13F-HR Timeline Group Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 5,560 $677K 0.23% +59 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 5,557 $677K 0.18% 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,557 $677K 0.04% +230 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 5,535 $674K <0.01% +494 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 5,451 $664K 0.1% +317 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,423 $660K 0.01% +242 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,392 $656K 0.01% -349 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,382 $655K 0.06% +222 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,366 $653K 0.01% +3,857 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 5,340 $650K 0.05% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,333 $649K 0.01% -1,684 13F-HR/A Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 5,306 $646K 0.01% new 13F-HR/A Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 5,290 $644K 0.47% +2,782 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 5,170 $629K 0.13% -2,448 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 5,057 $616K 0.25% -33 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 5,053 $615K 0.01% 0 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 5,013 $610K 0.28% 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,011 $610K 0.01% -1,584 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 5,000 $609K 0.06% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 4,998 $609K 0.08% -1,090 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 4,976 $606K 0.27% 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,961 $604K 0.04% -274 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 14,338 $600K 0.01% -2,138 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,861 $592K 0.05% +113 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,744 $578K <0.01% +154 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 4,734 $576K 0.44% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 4,728 $576K 0.01% -14 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,721 $575K 0.02% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,710 $573K <0.01% -14,088 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 4,683 $570K 0.15% +1,001 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 4,660 $567K 0.03% 0 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 4,660 $567K 0.02% 0 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 4,646 $566K 0.33% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,626 $563K 0.01% +31 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,608 $561K 0.05% +52 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 4,597 $560K 0.1% +589 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 4,582 $558K 0.09% 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 4,551 $554K 0.06% -420 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,541 $553K 0.23% +3 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,531 $552K 0.03% 0 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 4,527 $551K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,494 $547K 0.01% +1,787 13F-HR Timeline Group Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 4,476 $545K 0.13% +999 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 4,411 $537K 0.07% -537 13F-HR/A Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 4,384 $534K 0.15% 0 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 4,321 $526K 0.02% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,374 $525K 0.08% -129 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 4,312 $525K 0.07% -455 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,281 $521K 0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 4,277 $521K 0.2% 0 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,224 $514K 0.15% new 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 4,224 $514K 0.06% -9,505 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,215 $513K 0.07% +25 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 4,209 $512K 0.05% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,124 $502K 0.02% +1,919 13F-HR Timeline JHP Wealth Management, LLC More: the full row for JHP Wealth Management, LLC 4,122 $502K 0.49% 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,096 $499K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,053 $493K 0.03% +2,543 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,048 $493K 0.05% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,023 $490K 0.05% +1,654 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,994 $486K <0.01% -838 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 3,966 $483K 0.07% -3,253 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,956 $482K 0.03% -130 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 3,863 $470K 0.11% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,819 $465K 0.11% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,800 $463K 0.12% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,773 $459K 0.09% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,760 $458K 0.02% +717 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 3,773 $457K 0.3% 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,714 $452K 0.02% -85 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,705 $451K 0.03% +520 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,697 $450K 0.02% +790 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 3,689 $449K 0.01% 0 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 3,663 $446K 0.19% new 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 3,656 $445K 0.13% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 3,650 $444K <0.01% 0 13F-HR/A Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 3,644 $444K 0.27% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,627 $442K 0.02% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,624 $441K <0.01% +38 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,612 $440K 0.05% +11 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 3,597 $438K 0.13% +2 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,559 $436K <0.01% 0 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 3,563 $434K 0.3% -135 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,555 $433K 0.07% -5,291 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,542 $431K <0.01% 0 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,541 $431K 0.01% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,521 $429K 0.01% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 3,517 $428K 0.02% 0 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 3,617 $425K 0.69% -150 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 3,410 $415K 0.06% 0 13F-HR/A Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 3,400 $414K 0.3% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,381 $412K <0.01% +909 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,332 $406K 0.01% 0 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 3,298 $402K 0.29% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,258 $397K 0.01% -2,061 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 3,250 $396K 0.26% -825 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,218 $395K 0.04% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,235 $394K 0.01% new 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 3,196 $389K 0.45% 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,180 $387K 0.14% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,143 $383K 0.03% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,132 $381K 0.05% +210 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,127 $381K 0.06% +2 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,116 $379K 0.12% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 3,115 $379K 0.05% -270 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 3,100 $377K 0.09% -446 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,086 $376K 0.01% -308 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 3,042 $370K 0.21% +38 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 3,028 $369K <0.01% +3 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 2,996 $365K 0.25% +263 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,990 $364K 0.01% -131 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,983 $363K 0.08% +506 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 2,959 $360K 0.06% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,952 $359K 0.01% new 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 2,951 $359K 0.04% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,950 $359K 0.01% -116 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 2,949 $359K 0.24% +3 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 2,931 $357K 0.29% +980 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,897 $353K 0.01% +9 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 2,891 $352K 0.34% +16 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 2,861 $348K 0.35% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,853 $347K 0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,822 $344K 0.02% +151 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 2,814 $343K 0.16% -424 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,814 $343K 0.08% 0 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 2,811 $342K 0.1% 0 13F-HR Timeline