Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 4,335 $557K 0.01% -2,012 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,335 $557K 0.03% -102 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,326 $556K 0.02% -41 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,315 $554K 0.17% -6,768 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 4,307 $553K 0.29% -2,277 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 4,301 $552K 0.31% +1,180 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 4,288 $551K 0.12% +345 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,269 $548K 0.04% -82 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 4,250 $546K 0.23% -175 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,163 $535K 0.01% -62,469 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 4,152 $533K 0.06% +506 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,152 $533K 0.01% +722 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 4,135 $531K 0.16% new 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 4,122 $529K 0.07% +950 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,087 $525K 0.14% new 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 4,074 $523K 0.05% new 13F-HR/A Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 4,057 $521K 0.13% +954 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,052 $520K <0.01% new 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,031 $518K 0.07% +500 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 4,028 $517K 0.54% -2,235 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,020 $516K 0.12% -149 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,006 $514K 0.01% +626 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 4,000 $514K 0.08% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,000 $514K 0.02% +2,092 13F-HR Timeline Group First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 3,993 $513K 0.2% +978 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 3,982 $511K 0.33% +428 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,974 $510K 0.27% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,956 $508K 0.14% +521 13F-HR Timeline KADENSA CAPITAL Ltd More: the full row for KADENSA CAPITAL Ltd 3,925 $504K 0.08% new 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 3,838 $493K 0.02% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,834 $492K 0.03% new 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 3,830 $492K 0.44% new 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 3,795 $487K 0.36% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,787 $486K 0.05% +38 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,782 $486K 0.01% -309 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 6,710 $484K 0.54% -10 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 3,771 $484K 0.25% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,767 $484K <0.01% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,755 $482K 0.08% +127 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,750 $482K 0.02% +1,096 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,724 $478K 0.02% +353 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,721 $478K 0.02% -309 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,699 $475K 0.01% +684 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,841 $471K 0.18% -2,159 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 3,643 $468K +747 Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 3,633 $467K 0.32% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,622 $465K 0.01% -29 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,604 $463K 0.02% +639 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,596 $462K 0.05% +69 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 3,560 $457K 0.01% +250 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,555 $456K 0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,553 $456K 0.19% +1,455 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,545 $455K 0.03% new 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 3,536 $454K 0.15% +96 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 3,526 $453K 0.08% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,518 $452K 0.07% -2,197 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,517 $452K 0.07% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 3,500 $449K 0.34% 0 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,495 $449K 0.01% +220 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,494 $449K 0.01% -3,704 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,476 $446K 0.02% +2,104 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,452 $443K 0.01% +581 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 3,421 $439K 0.01% -790 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,414 $438K 0.07% +14 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 3,380 $434K 0.21% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,373 $433K 0.04% -27 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,363 $432K 0.03% -1,127 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,357 $431K 0.03% +47 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3,355 $431K 0.25% new 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 3,352 $430K 0.26% +1 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 3,352 $430K 0.01% new 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 3,345 $430K 0.22% -75 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,335 $428K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,327 $427K 0.01% +2,123 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 3,306 $425K <0.01% 0 13F-HR Timeline Group Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,287 $422K 0.24% -391 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 3,242 $416K 0.05% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 3,202 $411K 0.07% -229 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,195 $410K <0.01% -411 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 2,900 $407K 0.15% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 3,164 $406K 0.11% -1,444 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 3,152 $405K 0.19% +259 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 3,150 $404K 0.02% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,136 $403K 0.03% new 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,123 $401K 0.06% new 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 3,100 $398K 0.02% new 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 3,085 $396K 0.07% 0 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 3,076 $395K 0.25% new 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 3,056 $392K 0.07% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,041 $390K 0.01% +937 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 3,000 $385K 0.26% new 13F-HR/A Timeline Ulysses Management LLC More: the full row for Ulysses Management LLC 3,000 $385K 0.08% new 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 3,000 $385K 0.11% +1,900 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,995 $385K <0.01% -6,654 13F-HR/A Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,985 $383K 0.03% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,967 $381K 0.05% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,965 $381K 0.07% -2,743 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,965 $381K 0.18% new 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 2,944 $378K 0.09% -312 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,943 $378K 0.06% -344 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 2,930 $376K 0.25% 0 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 2,928 $376K 0.28% new 13F-HR Timeline CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 2,923 $375K 0.01% new 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,917 $375K 0.01% -30 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,910 $374K 0.06% new 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,904 $373K 0.11% -17,199 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 2,904 $373K 0.06% new 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 2,898 $372K 0.31% -184 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,894 $372K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,893 $371K 0.02% +351 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,888 $371K 0.02% +288 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,845 $365K 0.06% new 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,841 $365K 0.1% +992 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,835 $364K 0.01% new 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 2,820 $362K 0.21% 0 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 2,819 $362K 0.23% -376 13F-HR/A Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 2,809 $361K 0.18% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,807 $360K 0.02% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,805 $360K 0.02% +1,332 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,795 $359K 0.02% -620 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,793 $359K 0.02% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,783 $357K 0.03% +20 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,775 $356K 0.31% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,769 $356K 0.09% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,749 $353K 0.04% new 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,748 $353K 0.22% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,734 $351K 0.11% -310 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,519 $351K 0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,729 $350K 0.01% -846 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2,725 $350K 0.1% -651 13F-HR Timeline American Trust More: the full row for American Trust 2,724 $350K 0.03% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,544 $350K 0.1% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,721 $349K 0.02% -2,600 13F-HR/A Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,703 $347K 0.01% -1,653 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,701 $347K <0.01% +2,052 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 2,690 $345K 0.36% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,674 $343K 0.05% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,674 $343K 0.02% -189 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,673 $343K 0.02% new 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,672 $343K 0.02% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,497 $343K 0.16% +189 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,669 $343K 0.03% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,630 $338K 0.05% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 2,614 $336K 0.04% new 13F-HR Timeline Group Concentrum Wealth Management More: the full row for Concentrum Wealth Management 2,608 $335K 0.11% new 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 2,600 $334K 0.09% -1,744 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,585 $332K 0.2% +1,362 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,582 $332K 0.01% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,580 $331K 0.01% new 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,580 $331K 0.26% new 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,576 $331K <0.01% new 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 2,570 $330K 0.11% -3,455 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 2,563 $329K 0.01% 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 2,550 $327K 0.25% new 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 2,541 $326K 0.02% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,538 $326K 0.05% new 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 2,530 $325K 0.21% -1,800 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,513 $323K 0.04% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,511 $322K 0.01% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,503 $321K 0.13% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,497 $321K 0.06% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,497 $321K <0.01% +1,945 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,481 $319K 0.07% -450 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,478 $318K 0.2% new 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 2,465 $316K 0.07% new 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 2,457 $316K 0.06% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,458 $316K 0.01% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,456 $315K 0.03% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,440 $313K <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,437 $313K 0.04% +1,130 13F-HR/A Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,418 $310K 0.08% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,415 $310K 0.06% new 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,392 $307K 0.12% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,392 $307K 0.02% -5 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 2,372 $305K 0.09% new 13F-HR Timeline MANE GLOBAL CAPITAL MANAGEMENT LP More: the full row for MANE GLOBAL CAPITAL MANAGEMENT LP 2,369 $304K 0.01% new 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,368 $303K 0.02% -3,954 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,348 $302K 0.03% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,326 $299K 0.02% new 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 2,314 $297K 0.09% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,305 $296K 0.03% new 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 2,300 $295K 0.03% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,291 $294K 0.03% new 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 2,289 $294K 0.04% new 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 2,286 $294K 0.1% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,278 $293K 0.03% new 13F-HR Timeline Group TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,254 $289K 0.01% -914,645 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,252 $289K 0.02% new 13F-HR Timeline Group Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 2,240 $288K 0.13% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,235 $287K 0.08% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,218 $285K 0.11% +86 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 2,200 $283K 0.06% new 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 2,195 $282K 0.08% new 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2,194 $282K 0.06% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,189 $281K 0.01% -158 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,167 $278K <0.01% -403 13F-HR/A Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,165 $278K 0.06% -3,000 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,165 $278K 0.03% +533 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,150 $276K <0.01% +500 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,132 $274K 0.15% new 13F-HR Timeline