CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,967 $1.37M 0.05% +2,816 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 6,915 $1.35M 0.2% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 6,856 $1.34M <0.01% +275 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 6,800 $1.33M <0.01% -100 13F-HR/A Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,793 $1.33M 0.06% -1,789 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 6,731 $1.32M 0.16% +142 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,676 $1.31M 0.03% -1,399 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,673 $1.31M 0.05% -395 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 6,664 $1.31M 0.44% +286 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,639 $1.3M 0.03% +5 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 6,571 $1.29M <0.01% +339 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 6,559 $1.29M 0.22% -10,689 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 6,527 $1.28M 0.07% +5,266 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 6,450 $1.26M 0.01% +981 13F-HR Timeline Group Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 6,425 $1.26M 0.07% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,361 $1.25M 0.05% -851 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 6,337 $1.24M 0.05% -23 13F-HR Timeline Fisher Funds Management LTD More: the full row for Fisher Funds Management LTD 6,334 $1.24M 0.03% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,314 $1.24M 0.01% +725 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,303 $1.23M 0.02% +807 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 5,962 $1.23M 0.36% -1,562 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,235 $1.22M 0.06% -3,627 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 6,200 $1.21M 0.09% 0 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 6,179 $1.21M 0.13% -433 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 6,165 $1.21M 0.12% 0 13F-HR Timeline Interval Partners, LP More: the full row for Interval Partners, LP 6,107 $1.2M 0.03% -617 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 6,096 $1.19M 0.03% +5,094 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,076 $1.19M 0.02% -6 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 6,047 $1.18M 0.02% +516 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 6,041 $1.18M 0.29% +1,033 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 6,020 $1.18M 0.02% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 6,016 $1.18M 0.27% +298 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,987 $1.17M 0.04% -1,529 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 5,971 $1.17M 0.02% +373 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 5,926 $1.16M 0.15% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 5,904 $1.16M 0.07% -10 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,901 $1.16M 0.17% +537 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 5,875 $1.15M 0.07% -5,601 13F-HR/A Timeline Group Guardian Partners Inc. More: the full row for Guardian Partners Inc. 5,700 $1.15M 0.1% -100 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 5,782 $1.13M 0.36% +65 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 5,746 $1.13M <0.01% 0 13F-HR Timeline Group Kendall Capital Management More: the full row for Kendall Capital Management 5,725 $1.12M 0.25% -245 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 5,690 $1.11M 0.11% new 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 5,674 $1.11M 0.37% -2,122 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,667 $1.11M 0.02% -1,941 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 5,665 $1.11M 0.22% +125 13F-HR Timeline GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 5,650 $1.11M 0 Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 5,631 $1.1M 0.37% +47 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 5,633 $1.1M 0.2% new 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 5,559 $1.09M <0.01% -53,935 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,550 $1.09M 0.01% +122 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,530 $1.08M 0.03% -3,226 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,506 $1.08M 0.01% +803 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 5,474 $1.07M 0.17% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,375 $1.05M 0.02% -723 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,310 $1.04M 0.05% +165 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,259 $1.03M 0.01% +74 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 5,234 $1.03M 0.01% +3,160 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 5,184 $1.02M 0.02% -900 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) 5,181 $1.02M 0.03% +2,231 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,176 $1.01M 0.05% +2,187 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 5,150 $1.01M 1% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,145 $1.01M 0.12% +814 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,131 $1.01M 0.03% -2,441 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,104 $1000K 0.02% +407 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,048 $989K 0.08% +1,058 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 5,025 $984K 0.02% +4 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 4,958 $971K 0.88% -175 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,913 $963K 0.24% 0 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 4,901 $960K 0.03% -76 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,898 $960K 0.03% +2,194 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 4,895 $959K 0.14% +840 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 4,875 $955K 0.35% -20,920 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 4,865 $953K 0.62% -28 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,811 $943K 0.08% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 4,809 $942K 0.1% +14 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,806 $942K 0.04% +919 13F-HR Timeline Group STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 4,775 $936K 0.34% +218 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,529 $936K 0.1% -445 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 4,706 $922K 0.38% +515 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 4,681 $917K 0.49% -222 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 4,656 $912K 0.47% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,626 $906K 0.06% +2,646 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 4,500 $891K 0.02% -1,000 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,538 $889K 0.3% new 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 4,508 $883K 0.32% -47 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,469 $876K 0.01% +721 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 4,469 $876K 0.01% +384 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,376 $874K 0.03% +417 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 4,446 $871K 0.2% new 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 4,430 $868K 0.59% -75 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 4,405 $863K 0.46% -2,550 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 4,384 $859K 0.48% +540 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 4,384 $859K 0.07% -172 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,366 $855K 0.02% +1,893 13F-HR/A Timeline World Investment Advisors More: the full row for World Investment Advisors 4,336 $849K 0.02% +26 13F-HR Timeline Recurrent Investment Advisors LLC More: the full row for Recurrent Investment Advisors LLC 4,326 $848K 0.06% -750 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 4,317 $846K 0.03% -94 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,283 $839K 0.05% +855 13F-HR/A Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,265 $836K <0.01% +45 13F-HR/A Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 4,260 $835K 0.26% -1,999 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 4,202 $823K 0.19% -6 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 4,192 $821K 0.17% 0 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 4,191 $821K 0.27% +14 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,182 $819K 0.02% +1,201 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 4,948 $810K 0.33% -9,680 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 4,130 $809K 0.03% +309 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,115 $806K 0.08% +218 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 4,100 $803K 0.24% 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,097 $803K 0.01% +964 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 4,091 $801K 0.19% +2 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,080 $799K 0.47% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 4,036 $791K 0.01% -3,481 13F-HR/A Timeline Group Scientech Research LLC More: the full row for Scientech Research LLC 4,025 $789K 0.27% +1,849 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,998 $783K 0.14% -425 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,697 $780K 0.22% -9 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,959 $776K 0.02% +188 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 3,959 $776K 0.2% -338 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 3,955 $775K 0.17% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,949 $772K 0.04% -17,117 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,892 $763K 0.05% -336 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,818 $748K 0.28% -2,369 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,814 $747K 0.2% -103 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,805 $745K 0.01% -103 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,773 $739K 0.01% -871 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,769 $738K 0.01% +114 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 3,750 $735K 0.03% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,721 $729K 0.09% -620 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,720 $729K 0.18% +950 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 3,700 $725K 0.07% -11,460 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,651 $715K 0.03% +28 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,649 $715K 0.11% new 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 3,647 $715K 0.09% -1,564 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,604 $706K +1,147 Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,604 $706K 0.02% +184 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 3,600 $705K 0.15% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 3,600 $705K 0.01% 0 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 3,600 $705K <0.01% -3,600 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,555 $696K <0.01% +329 13F-HR/A Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,513 $688K 0.05% +2,005 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 3,430 $672K <0.01% -10 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,426 $671K 0.03% -113 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,423 $671K 0.06% new 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 3,410 $668K 0.39% +131 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,385 $663K 0.03% +1,669 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,384 $663K 0.01% -132 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,365 $659K 0.13% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,297 $657K 0.04% +41 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 3,249 $655K 0.38% +110 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,335 $653K 0.12% new 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 3,325 $651K 0.52% +100 13F-HR/A Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 3,315 $649K 0.24% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,312 $649K 0.11% +1,549 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,305 $648K 0.09% -51 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,287 $643K 0.04% +179 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,275 $642K 0.01% +63 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 3,275 $642K 0.07% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,236 $634K 0.11% -146 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,233 $633K 0.03% new 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 3,177 $622K 0.15% new 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 3,161 $619K 0.35% +104 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,136 $614K 0.07% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,134 $614K 0.02% -1,862 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,111 $609K 0.12% +337 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 3,090 $605K 0.41% +430 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,084 $604K 0.03% +1,008 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,081 $604K 0.04% +1,164 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 3,075 $602K 0.31% +500 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,059 $599K 0.04% +1,194 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 3,050 $598K 0.03% +101 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 3,044 $596K -2,034 Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 3,036 $595K 0.41% +354 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 3,013 $590K 0.2% -139 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 3,008 $589K 0.13% -2,629 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,003 $588K -1,321 Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 3,000 $588K 0.98% new 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 3,000 $588K 0.04% -1,500 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,968 $582K 0.01% +248 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 2,967 $581K 0.05% new 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,945 $577K 0.01% +869 13F-HR Timeline Group Tairen Capital Ltd More: the full row for Tairen Capital Ltd 2,930 $574K 0.06% new 13F-HR Timeline SIR Capital Management, L.P. More: the full row for SIR Capital Management, L.P. 2,900 $568K 0.05% -33,545 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,900 $568K 0.03% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,895 $567K 0.13% +94 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 2,888 $566K 0.1% -1,518 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,883 $565K 0.01% +125 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,881 $564K 0.04% +569 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,871 $562K 0.06% -171 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,866 $562K 0.2% +1,209 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,863 $561K 0.11% +320 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,857 $560K 0.04% new 13F-HR/A Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,855 $559K 0.02% -159 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,831 $554K 0.01% -239 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 2,814 $551K 0.04% -75 13F-HR/A Timeline Legacy Capital Group California, Inc. 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