Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,390 $888K 0.03% +28 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,385 $885K 0.08% +291 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 1,375 $878K 0.12% 0 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 1,366 $872K 0.24% -258 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,352 $864K 0.13% -317 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 1,351 $863K 0.17% new 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 1,348 $861K 0.12% -69 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,338 $855K <0.01% -1,047 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,453 $847K 0.08% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,324 $846K 0.02% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,313 $839K 0.3% -522 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,312 $838K 0.04% +39 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,295 $827K 0.03% +455 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,290 $824K 0.09% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,286 $821K 0.39% +13 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,273 $813K 0.26% +108 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,270 $811K 0.27% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,536 $810K 0.04% +67 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 1,265 $808K 0.37% new 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 1,262 $806K 0.64% -22 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,256 $802K 0.19% -32 13F-HR Timeline TOBAM More: the full row for TOBAM 1,255 $802K 0.19% +862 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 1,251 $799K 0.04% new 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 1,248 $797K 0.79% -139 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,247 $796K 0.02% new 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,247 $796K 0.02% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,245 $796K 0.07% +4 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,243 $794K 0.06% -40 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,238 $791K 0.09% +16 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,237 $790K 0.01% +203 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,230 $786K 0.15% +162 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 1,227 $784K 0.35% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,216 $777K 0.02% +41 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,215 $776K 0.04% +403 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,210 $773K 0.07% +160 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,206 $770K 0.17% -60 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,206 $770K 0.08% new 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 1,204 $769K 0.52% +138 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,200 $766K 0.07% 0 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 1,200 $766K 0.26% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,199 $766K 0.09% +145 13F-HR/A Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,196 $764K 0.02% +352 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,189 $759K 0.1% -188 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,188 $759K 0.04% +40 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,238 $756K 0.09% 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,182 $755K 0.06% -86 13F-HR/A Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,181 $754K 0.1% +15 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 1,173 $749K 0.34% +156 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,172 $749K 0.04% +185 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 1,170 $747K 0.5% new 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 1,167 $745K 0.42% +285 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,163 $743K 0.04% -747 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,159 $740K 0.14% new 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 1,158 $740K 0.5% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,157 $739K 0.03% +17 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 1,151 $735K 0.13% +30 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,139 $728K 0.01% +275 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 1,139 $728K 0.07% +952 13F-HR Timeline Group CenterBook Partners LP More: the full row for CenterBook Partners LP 1,137 $726K 0.04% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,136 $726K 0.33% 0 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 1,133 $724K 0.06% -126,928 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1,132 $723K 0.21% new 13F-HR Timeline Group CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 1,119 $715K 0.09% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,119 $715K 0.06% -267 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 1,116 $713K 0.02% +107 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 1,105 $706K 0.1% -72 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 1,101 $703K 0.57% +37 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,101 $703K 0.4% -627 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,100 $703K 0.42% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,092 $698K 0.03% -69 13F-HR Timeline Group SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 1,590 $697K 0.24% new 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,087 $694K 0.27% -5 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 1,055 $688K <0.01% new 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 1,075 $687K 0.02% +99 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,072 $685K 0.13% -1 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,064 $680K 0.2% +5 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 1,062 $678K 0.21% -33 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 1,058 $676K 0.01% +115 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,056 $675K 0.02% +724 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,054 $673K 0.14% +75 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,050 $671K 0.05% +976 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 1,028 $670K 0.02% +385 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,401 $669K 0.26% +401 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,045 $667K 0.07% +62 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,045 $667K 0.03% -42 13F-HR Timeline Group TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,043 $666K 0.21% +21 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,039 $664K 0.21% +157 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,037 $662K 0.3% -131 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,032 $659K 0.1% -217 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,025 $655K 0.06% -520 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,024 $654K 0.22% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,023 $653K 0.32% -58 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 1,022 $653K <0.01% -18,330 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 1,017 $650K 0.44% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 1,015 $648K 0.61% -13 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,013 $647K 0.01% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,118 $646K 0.3% 0 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 1,005 $642K 0.35% -100 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 1,000 $639K <0.01% 0 13F-HR Timeline Group Caption Management, LLC More: the full row for Caption Management, LLC 1,000 $639K 0.02% -3,000 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,000 $639K 0.22% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,000 $639K 0.15% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 7,720 $638K 0.15% +5,323 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 993 $634K 0.27% +187 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 993 $634K 0.04% -1,263 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 992 $634K 1.23% new 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 976 $623K 0.15% -31 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 972 $621K 0.03% +26 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 968 $618K 0.11% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 963 $615K 0.01% +510 13F-HR Timeline Group Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 960 $613K 0.2% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 956 $611K 0.01% +210 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 952 $608K <0.01% -6,873 13F-HR Timeline Group Investment Research Partners LLC More: the full row for Investment Research Partners LLC 950 $607K 0.21% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 940 $600K 0.34% +1 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 1,000 $598K 0.1% 0 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 936 $598K 0.37% +152 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 932 $595K 0.12% -273 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 931 $595K 0.07% new 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 928 $593K 0.25% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,088 $591K 0.09% +271 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 919 $587K 0.15% -1,384 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 918 $586K 0.25% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 914 $584K 0.01% 0 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 909 $581K 0.45% new 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 908 $580K 0.03% -67 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 907 $579K 0.33% +17 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 906 $579K <0.01% -593 13F-HR Timeline Group Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 902 $576K 0.22% +55 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 900 $575K 0.31% new 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 900 $575K 0.23% 0 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 899 $574K 0.09% 0 13F-HR Timeline January Capital Advisors LLC More: the full row for January Capital Advisors LLC 892 $570K 0.48% 0 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 890 $568K 0.14% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 889 $568K 0.04% +460 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 885 $567K 0.04% -51 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 886 $566K 0.08% -62 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 883 $564K 0.08% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 975 $564K 0.27% -694 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 882 $564K 0.02% new 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 880 $562K 0.22% -103 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 877 $560K 0.11% -94 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 876 $560K 0.22% +109 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 875 $559K 0.15% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 875 $559K 0.13% +44 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 874 $558K 0.35% -102 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 870 $556K 0.95% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 927 $555K 0.03% +397 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,266 $554K 0.17% +3 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 867 $554K 0.18% new 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 867 $554K 0.06% -80 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 864 $552K 0.04% +196 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 863 $551K 0.21% +102 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 859 $549K 0.03% +44 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 858 $548K 0.01% -1,482 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 856 $547K 0.02% +80 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 855 $546K 0.01% -430 13F-HR Timeline Group Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 854 $545K 0.14% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 851 $544K 0.03% new 13F-HR Timeline American Trust More: the full row for American Trust 850 $543K 0.04% new 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 846 $540K 0.01% +3 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 970 $539K 0.01% +36 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 841 $537K 0.12% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 839 $536K 0.1% +95 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 839 $536K 0.01% new 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 839 $536K 0.04% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 835 $533K 0.01% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 922 $532K 0.05% -15 13F-HR Timeline Friday Financial More: the full row for Friday Financial 1,000 $532K 0.14% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 831 $531K 0.01% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 830 $530K 0.02% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 828 $529K 0.07% -45 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 825 $527K 0.03% -147 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 824 $526K 0.1% -242 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 818 $522K 0.33% -1,803 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 813 $519K 0.03% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 806 $515K 0.01% -147 13F-HR Timeline Group GABELLI & Co INVESTMENT ADVISERS, INC. in group GAMCO Investors (Gabelli) More: the full row for GABELLI & Co INVESTMENT ADVISERS, INC. 800 $511K 0.07% 0 13F-HR Timeline Group Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 800 $511K 0.16% -400 13F-HR Timeline Evergreen Quality Fund GP, Ltd. More: the full row for Evergreen Quality Fund GP, Ltd. 800 $511K 0.01% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 800 $511K 0.02% 0 13F-HR Timeline Group Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 797 $509K 0.21% +4 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 796 $508K 0.01% -21 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 791 $505K 0.02% -63 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 791 $505K 0.1% -1,022 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 789 $504K 0.02% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 788 $503K 0.03% +46 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 786 $502K 0.1% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 785 $501K 0.01% -375 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 784 $501K 0.34% -395 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 836 $500K 0.22% +518 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 782 $499K 0.14% -454 13F-HR Timeline BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 776 $496K 0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 775 $495K 0.05% -849 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 772 $493K 0.01% -130 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 771 $493K 0.13% -901 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 768 $491K 0.28% -635 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 768 $491K 0.18% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 760 $485K 0.07% -63 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 750 $479K 0.03% new 13F-HR Timeline