Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 3,078 $497K 0.33% +42 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 3,075 $496K 0.08% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,055 $493K 0.01% -220 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 3,052 $492K 0.59% new 13F-HR/A Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,036 $490K <0.01% -519 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,009 $486K 0.02% -2,978 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,006 $485K 0.15% +140 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 3,000 $484K <0.01% -600 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 3,000 $484K 0.02% 13F-HR Timeline Group Interval Partners, LP More: the full row for Interval Partners, LP 2,992 $483K 0.01% -3,115 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 2,990 $482K 0.09% +102 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,900 $468K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,881 $465K <0.01% +537 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,878 $464K <0.01% +1,023 13F-HR/A Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 2,875 $464K 0.29% -200 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,875 $464K 0.1% -20 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,812 $454K 0.03% +269 13F-HR/A Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 2,801 $452K 0.02% 0 13F-HR/A Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,798 $451K 0.03% +1 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,798 $451K <0.01% -6 13F-HR Timeline Group Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,791 $450K <0.01% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,783 $449K 0.01% +198 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,758 $445K 0.03% -17,711 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,734 $441K 0.05% -64 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,720 $439K <0.01% +2,615 13F-HR Timeline Group Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,692 $434K 0.01% +503 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 2,687 $433K 0.02% +172 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 2,686 $433K 0.15% +131 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 2,640 $426K 0.03% +5 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,635 $425K 0.01% +552 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,630 $424K 0.12% -5 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,628 $424K -976 Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,595 $422K 0.03% -918 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,609 $421K 0.06% +3 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 2,601 $420K new Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 2,592 $418K 0.36% 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,578 $416K <0.01% -15,563 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,570 $415K <0.01% 13F-HR/A Timeline Group NVWM, LLC More: the full row for NVWM, LLC 2,548 $411K 0.09% +2,544 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,545 $411K 0.04% +490 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 2,544 $410K <0.01% -458,858 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,543 $410K 0.07% -47 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,539 $410K 0.01% +315 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,521 $407K 0.01% -24 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,504 $404K 0.09% -1,145 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,499 $403K 0.09% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,496 $403K 0.05% +2 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,475 $399K <0.01% +147 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,476 $399K 0.01% +106 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 2,450 $395K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,409 $389K 0.02% +68 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,393 $386K 0.01% -3,968 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 2,383 $384K 0.04% +799 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,383 $384K 0.03% -498 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,378 $384K 0.01% new 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 2,377 $383K 0.04% +1,331 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,358 $380K 0.01% -27,800 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 2,338 $377K 0.41% 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 2,336 $377K 0.2% +55 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,323 $375K 0.02% +1,024 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,312 $373K 0.04% -824 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,311 $373K 0.03% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,310 $373K 0.05% -105 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 2,309 $373K 0.27% -136 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,309 $373K 0.01% -120 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,289 $369K 0.07% +95 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,274 $364K 0.01% -5 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,244 $362K 0.01% new 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 2,243 $362K 0.24% +342 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 2,229 $360K 0.46% +100 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,223 $359K 0.02% -563 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,222 $358K 0.01% -104 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,221 $358K 0.05% -16 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,215 $357K 0.02% -642 13F-HR/A Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,214 $357K 0.02% +73 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,212 $357K 0.02% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,212 $357K 0.02% -869 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,196 $354K 0.14% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,174 $351K 0.01% new 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,170 $350K 0.13% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,132 $344K 0.02% +12 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 2,129 $343K 0.21% +53 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 2,129 $343K 0.89% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,123 $342K 0.01% -610 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,120 $342K 0.06% +285 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,117 $342K 0.07% -746 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 2,115 $341K 0.04% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,110 $340K 0.02% +36 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,100 $339K 0.01% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,111 $339K 0.09% -52 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,098 $338K 0.02% +553 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,079 $338K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,068 $334K 0.17% -2 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 2,069 $334K 0.34% -1 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,063 $333K 0.01% -6 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,040 $329K 0.02% -116 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,040 $329K 0.18% +334 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 2,031 $328K 0.07% new 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 2,013 $325K 0.19% 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 2,007 $324K 0.16% +8 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,992 $321K 0.06% -100 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,990 $321K 0.01% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 1,990 $321K 0.08% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,988 $321K 0.04% +306 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1,986 $320K 0.23% +1,047 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1,980 $319K 0.17% +95 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 1,961 $316K 0.3% 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,958 $316K 0.07% -1,377 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 1,936 $312K 0.06% +5 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,910 $308K 0.01% +131 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,908 $308K 0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,898 $306K 0.11% +1,487 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,895 $306K 0.09% 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,875 $302K 0.13% -100 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,873 $302K 0.19% -2,152 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,857 $300K 0.06% +28 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,857 $300K 0.07% -92 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 1,826 $295K 0.01% +98 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 1,821 $294K 0.29% -361 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,816 $293K 0.06% -108 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 1,811 $293K 0.06% +140 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 1,811 $293K 0.05% +140 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,812 $292K 0.05% -182 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 1,798 $290K 0.02% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,798 $290K 0.1% +16 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,916 $290K 0.06% -9,317 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,796 $290K <0.01% +354 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,790 $289K 0.04% -225 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,777 $287K 0.02% -4,098 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,775 $286K 0.04% +5 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,774 $286K <0.01% +387 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,770 $286K <0.01% +65 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,764 $285K 0.02% +205 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 1,756 $283K 0.12% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,753 $283K 0.02% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,749 $282K 0.02% -29 13F-HR Timeline Markin Volterra Fund LP in group Markin Asset Management, LP More: the full row for Markin Volterra Fund LP 1,749 $282K 2.23% 13F-HR Timeline Group Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,747 $282K 0.2% +102 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,729 $279K 0.1% -520 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,717 $277K 0.02% -35 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,713 $276K 0.03% +192 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,709 $276K <0.01% +799 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,709 $276K 0.01% +151 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,708 $276K 0.02% +2 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,704 $275K <0.01% +775 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 1,696 $274K 0.01% -499 13F-HR/A Timeline Group First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,681 $271K 0.01% +180 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 1,680 $271K 0.14% 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,680 $271K 0.02% +630 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,678 $271K 0.01% -340 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,675 $270K 0.01% +10 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,672 $270K 0.02% -534 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,666 $269K 0.2% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,663 $268K 0.01% -5,468 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 1,658 $267K 0.09% -1,355 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,656 $267K 0.01% -501 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,638 $264K 0.03% -164 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,628 $263K 0.04% -400 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,753 $262K 0.19% -49 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 1,622 $262K 0.07% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,621 $262K 0.01% -17 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,615 $261K <0.01% +378 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 1,604 $259K 0.09% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,600 $258K 0.08% +26 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,600 $258K <0.01% +95 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 1,593 $257K 0.13% 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,592 $257K 0.04% -54 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,582 $255K 0.03% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,578 $255K 0.01% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,576 $254K 0.01% -1,809 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 1,571 $253K -355 Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,558 $251K 0.02% +60 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,553 $250K 0.03% -37 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,791 $250K 0.02% +4 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. 1,550 $250K <0.01% -1,281 13F-HR Timeline Group Five Oceans Advisors More: the full row for Five Oceans Advisors 1,549 $250K 0.09% -6 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,546 $249K 0.01% new 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 1,533 $247K 0.25% -62 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,510 $244K 0.05% -6,327 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,507 $243K <0.01% +409 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 1,505 $243K 0.1% 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,500 $242K 0.03% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 1,498 $242K 0.01% -1,185 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,498 $242K <0.01% -3 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,498 $242K 0.01% -13 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,497 $242K 0.03% -15,188 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,472 $238K 0.01% +500 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,470 $237K 0.02% -665 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,527 $236K 0.08% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,460 $236K 0.07% -987 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,456 $235K 0.08% +212 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,450 $234K 0.04% 0 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 1,450 $234K 0.09% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,449 $234K 0.01% new 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,441 $232K 0.05% -88 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,441 $232K 0.15% +123 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,439 $232K 0.04% 0 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 1,431 $231K 0.17% 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,428 $230K 0.07% +165 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,420 $229K 0.01% +103 13F-HR Timeline