ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 5,366 $809K 0.09% new 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,347 $807K 0.03% -482 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,330 $804K 0.01% -250 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,317 $802K 0.03% +67 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,316 $802K 0.12% +94 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 5,314 $802K 0.28% +3,618 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 5,275 $796K <0.01% new 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 5,228 $789K 0.13% -86 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,220 $788K 0.09% -610 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 5,200 $784K 0.25% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,196 $784K 0.02% +322 13F-HR Timeline Group GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 5,155 $778K 0.2% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,123 $773K 0.03% +3,554 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,105 $770K 0.01% +1,053 13F-HR/A Timeline Group LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 5,094 $768K 0.5% +282 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 4,687 $762K 0.9% -20 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 5,046 $761K 0.04% -98 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 5,042 $761K 0.05% +70 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 5,035 $760K 0.16% -10 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,034 $759K 0.04% new 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 4,996 $757K 0.02% new 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 5,000 $754K 0.12% 0 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 5,000 $754K 0.1% +1,000 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 5,000 $754K 0.03% -20,000 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 4,976 $751K 0.02% new 13F-HR Timeline Foresight Group Ltd Liability Partnersh… More: the full row for Foresight Group Ltd Liability Partnership 4,964 $749K 0.11% -1,274 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,954 $747K 0.07% +2,649 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 4,943 $746K 0.28% +950 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,941 $745K 0.02% -755 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 4,925 $743K 0.22% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 4,930 $742K 0.26% +1,377 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,889 $738K 0.09% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,849 $732K 0.35% -202 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 4,830 $729K 0.01% +1,270 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,815 $726K 0.03% +100 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,810 $726K 0.01% +69 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 4,807 $725K 0.1% +1,897 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,801 $724K 0.01% -410 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 4,786 $722K 0.18% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,744 $716K 0.01% +2,041 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,742 $715K 0.01% +590 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,061 $714K 0.11% -26 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 4,696 $708K 0.06% -4,918 13F-HR Timeline Group STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 5,500 $706K 0.08% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,651 $702K 0.14% +631 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 4,615 $696K 0.18% new 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 4,601 $694K 0.2% -888 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 4,600 $694K 0.1% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,585 $692K 0.2% +168 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,582 $691K 0.06% -9 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,554 $687K 0.02% +178 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 4,527 $683K 0.16% +239 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4,518 $682K 0.32% +2,987 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,500 $679K 0.08% -1,305 13F-HR/A Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 4,458 $673K 0.16% +401 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 3,473 $670K 0.2% -2,651 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,426 $668K 0.05% +157 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,413 $666K 0.03% +413 13F-HR Timeline Group DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 4,364 $658K 0.1% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,355 $657K 0.2% +514 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 4,349 $656K 0.32% +42 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 4,347 $656K 0.29% +46 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,316 $651K 0.19% +1 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 4,238 $639K 0.36% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,238 $639K 0.09% -914 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,230 $638K 0.07% -1,403 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,229 $638K 0.03% -106 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,223 $637K 0.03% -322 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 4,200 $634K 0.44% -850 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,187 $632K 0.02% +463 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 4,152 $626K 0.07% 0 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 4,150 $626K 0.11% +28 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 4,136 $624K 0.18% +1 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,100 $619K 0.09% +582 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 4,097 $618K 0.21% -400 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,087 $616K 0.03% +951 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 4,073 $614K 0.01% -262 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,032 $608K 0.03% +198 13F-HR Timeline Ulysses Management LLC More: the full row for Ulysses Management LLC 4,000 $603K 0.14% +1,000 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,782 $601K 0.02% +178 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 3,972 $599K 0.42% -433 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 3,940 $594K 0.01% new 13F-HR/A Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 3,913 $590K 0.35% -69 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,903 $589K 0.01% -103 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,865 $583K 0.01% +530 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 3,850 $581K 0.46% +20 13F-HR/A Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,837 $579K 0.06% +50 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 3,795 $573K 0.41% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,783 $571K 0.04% +3,023 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,779 $570K 0.02% -547 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,770 $569K 0.05% +1,492 13F-HR Timeline Group FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,769 $569K 0.21% +1,690 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,762 $567K 0.1% -194 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 3,751 $566K 0.36% +118 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,730 $563K 0.21% -520 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,722 $561K 0.09% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,705 $559K 0.15% +971 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,694 $557K 0.08% -61 13F-HR Timeline Group Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 3,691 $557K 0.16% +155 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 3,687 $556K 0.05% new 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,661 $552K <0.01% +39 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,647 $550K 0.02% -74 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,637 $549K <0.01% +936 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,596 $543K 0.07% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,585 $541K 0.07% -446 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 3,579 $540K 0.24% -192 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 3,575 $539K 0.24% +230 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,562 $537K 0.01% +67 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 3,552 $536K 0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,517 $531K <0.01% +1,822 13F-HR/A Timeline Group DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 3,500 $528K 0.09% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 3,500 $528K 0.38% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,496 $527K 0.07% -21 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 3,492 $527K 0.24% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,484 $526K 0.03% +591 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,476 $524K 0.01% -1,085 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 2,900 $524K 0.18% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,461 $522K <0.01% +466 13F-HR/A Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,451 $521K 0.28% +164 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 3,410 $514K 0.2% +30 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,398 $513K 0.17% new 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 3,367 $508K 0.1% +423 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3,355 $506K 0.28% 0 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 3,353 $506K 0.29% +1 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 3,343 $504K 0.13% +1,148 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,323 $501K 0.03% -34 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 3,313 $500K 0.07% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,300 $498K <0.01% +803 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 3,281 $495K 0.02% -557 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,254 $491K 0.01% +1,486 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,198 $482K 0.17% +806 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,197 $482K 0.06% -217 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,176 $479K 0.12% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 3,168 $478K 0.26% +92 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,159 $477K 0.02% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,157 $476K 0.11% +922 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,153 $476K 0.02% -1,488 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,127 $472K 0.01% new 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 3,101 $468K 0.02% new 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 3,101 $468K 0.31% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,100 $468K 0.05% +3,000 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,093 $467K 0.03% +108 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 3,066 $466K 0.03% +1,046 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 3,062 $462K 0.23% +971 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 3,058 $461K 0.07% +154 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 3,056 $461K 0.07% 0 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 3,055 $461K 0.07% -30 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,055 $461K 0.25% +525 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,051 $460K 0.01% +216 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,302 $459K 0.12% -242 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,032 $457K 0.06% -331 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 3,020 $456K 0.19% +55 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,005 $453K 0.08% +40 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 3,003 $453K 0.31% +75 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,999 $452K 0.03% +216 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 2,998 $452K 0.16% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,998 $452K 0.04% new 13F-HR/A Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,995 $452K 0.25% +517 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,985 $450K 0.05% -10,784 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,980 $450K 0.03% -393 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,974 $449K 0.03% -571 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,965 $447K 0.07% new 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 2,962 $447K 0.08% new 13F-HR/A Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,950 $445K 0.01% +800 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 2,942 $444K 0.02% +401 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 2,937 $443K -706 Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,935 $443K 0.01% +41 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 2,930 $442K 0.27% 0 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,922 $441K 0.02% +250 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 2,476 $440K 0.16% 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 2,918 $440K 0.23% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,917 $440K 0.01% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,911 $439K 0.03% +455 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,893 $436K 0.07% -50 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,586 $433K 0.11% new 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 2,861 $432K 0.03% new 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 2,855 $431K 0.05% new 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 2,845 $429K 0.05% -278 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,842 $429K 0.01% +266 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,842 $429K 0.02% -15,301 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,829 $427K 0.02% +22 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,824 $426K 0.11% -17 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,820 $425K 0.02% +91 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 2,820 $425K 0.24% 0 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 2,809 $424K 0.19% 0 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 2,805 $423K 0.35% -93 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,795 $422K 0.02% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,783 $420K 0.02% +109 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,769 $418K 0.1% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,383 $418K 0.06% +135 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,761 $417K 0.01% +572 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 2,737 $413K 0.02% +174 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,575 $413K 0.32% -200 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 2,719 $410K 0.24% -100 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 2,861 $410K 0.01% -560 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,673 $403K 0.03% 0 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 2,670 $403K 0.28% +120 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,637 $398K 0.03% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,636 $398K 0.01% +125 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,624 $396K 0.02% +876 13F-HR Timeline