Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 447 $286K 0.06% +79 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 445 $284K 0.01% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 443 $283K 0.07% new 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 440 $281K 0.63% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 439 $280K 0.03% new 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 571 $279K 0.04% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 436 $278K <0.01% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 435 $278K 0.01% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 435 $278K 0.01% new 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 435 $278K 0.06% new 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 430 $275K 0.09% new 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 430 $275K 0.04% -796 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 430 $275K 0.03% new 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 430 $275K 0.23% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 427 $273K 0.01% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 620 $272K 0.11% new 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 424 $271K 0.02% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 422 $270K <0.01% new 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 422 $270K 0.08% new 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 420 $268K 0.02% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 420 $268K 0.09% -388 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 416 $266K 0.04% new 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 416 $266K 0.19% new 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 414 $265K 0.2% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 413 $264K 0.01% +130 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 413 $264K 0.04% new 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 413 $264K 0.15% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 412 $263K 0.01% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 410 $262K 0.03% new 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 410 $262K 0.13% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 409 $261K <0.01% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 408 $261K 0.05% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 408 $261K 0.02% +4 13F-HR/A Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 406 $259K 0.03% new 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 406 $259K 0.11% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 406 $259K 0.09% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 404 $258K 0.03% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 403 $257K 0.04% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 403 $257K 0.01% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 402 $256K 0.03% new 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 401 $256K 0.04% new 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 400 $255K 0.02% new 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 400 $255K 0.02% new 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 400 $255K <0.01% new 13F-HR Timeline Group TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 399 $255K 0.04% new 13F-HR Timeline Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 399 $255K 0.17% new 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 398 $254K 0.07% -709 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 455 $253K 0.06% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 395 $252K <0.01% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 395 $252K 0.1% new 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 394 $252K 0.03% new 13F-HR/A Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 394 $252K 0.18% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 391 $250K 0.07% -973 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 391 $250K 0.03% +98 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 390 $249K 0.1% new 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 389 $249K 0.02% new 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 389 $248K 0.02% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 388 $248K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 387 $247K 0.02% +113 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 386 $247K 0.03% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 386 $247K 0.05% +49 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 385 $246K 0.07% new 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 382 $244K 0.01% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 382 $244K 0.05% new 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 381 $243K 0.06% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 380 $243K <0.01% new 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 380 $243K 0.13% new 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 380 $243K 0.18% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 379 $242K 0.02% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 379 $242K 0.06% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 378 $241K 0.01% new 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 378 $241K 0.07% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 377 $241K 0.05% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 377 $241K 0.04% -1,063 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 375 $240K 0.03% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 375 $240K 0.01% new 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 375 $240K 0.06% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 374 $239K 0.01% new 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 374 $239K 0.11% new 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 372 $238K 0.07% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 371 $237K 0.02% new 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 370 $236K 0.1% -160 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 368 $235K 0.04% new 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 365 $233K 0.18% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 363 $232K 0.02% new 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 363 $232K 0.14% +1 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 362 $232K 0.13% new 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 363 $232K 0.03% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 362 $231K 0.04% new 13F-HR Timeline Lotus Technology Management, LP More: the full row for Lotus Technology Management, LP 362 $231K 0.28% new 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 361 $230K 0.29% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 432 $230K <0.01% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 357 $228K <0.01% -2,199 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 356 $227K 0.18% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 355 $227K 0.01% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 355 $227K 0.02% new 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 355 $227K 0.03% new 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 351 $224K 0.19% new 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 350 $224K 0.11% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 349 $223K 0.02% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 348 $222K 0.12% new 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 347 $222K 0.01% new 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 347 $222K 0.05% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 345 $220K <0.01% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 345 $220K 0.04% new 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 343 $219K 0.14% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 342 $219K 0.02% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 342 $218K 0.03% +159 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 342 $218K 0.09% new 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 341 $218K 0.13% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 340 $217K 0.03% new 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 340 $217K 0.1% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 407 $217K <0.01% -9 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 338 $216K 0.04% new 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 337 $215K 0.03% new 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 337 $215K 0.04% new 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 336 $215K 0.06% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 336 $214K <0.01% new 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 334 $213K 0.02% new 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 334 $213K 0.07% new 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 332 $212K <0.01% new 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 332 $212K 0.01% -8,515 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 332 $212K 0.1% new 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 332 $212K 0.18% new 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 331 $211K 0.02% new 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 331 $211K 0.05% new 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 329 $211K 0.11% new 13F-HR/A Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 329 $210K 0.05% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 328 $210K 0.01% new 13F-HR Timeline Group Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 328 $210K 0.03% new 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 328 $209K 0.09% new 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 327 $209K <0.01% new 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 326 $208K 0.01% new 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 326 $208K 0.08% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 325 $208K 0.01% new 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 325 $208K 0.22% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 323 $206K <0.01% 0 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 323 $206K 0.11% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 322 $206K 0.03% new 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 321 $205K 0.03% new 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 428 $204K 0.05% new 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 320 $204K 0.02% new 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 350 $204K 0.03% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 319 $204K 0.01% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 319 $204K 0.04% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 318 $203K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 318 $203K <0.01% +50 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 318 $203K 0.16% new 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 317 $202K 0.07% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 317 $202K 0.07% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 316 $202K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 316 $202K 0.04% +1 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 315 $201K 0.05% new 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 315 $201K 0.09% new 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 314 $201K 0.03% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 308 $197K 0.1% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 307 $196K 0.01% +2 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 300 $192K 0.09% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 296 $189K 0.01% +245 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 287 $183K 0.01% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 283 $181K 0.01% -260 13F-HR/A Timeline NI ACQUISITIONS COMPANY, LLC More: the full row for NI ACQUISITIONS COMPANY, LLC 271 $173K 0.07% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 266 $170K <0.01% +126 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 262 $167K 0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 262 $167K 0.09% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 260 $166K 0.03% +19 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 253 $162K 0.05% +4 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 251 $160K 0.06% -315 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 250 $160K 0.11% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 244 $156K 0.01% -113 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 238 $152K 0.07% -1,080 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 234 $149K 0.03% +154 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 225 $144K 0.02% +6 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 220 $141K 0.11% 0 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 219 $140K 0.09% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 215 $137K 0.01% new 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 215 $137K 0.03% new 13F-HR Timeline Ninety One UK Ltd More: the full row for Ninety One UK Ltd 212 $135K <0.01% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 204 $130K 0.1% -102 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 203 $130K 0.03% -100 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 203 $130K 0.01% +57 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 195 $125K 0.01% new 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 186 $119K 0.02% +31 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 186 $119K 0.01% -66 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 185 $118K 0.06% -85 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 182 $116K 0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 175 $112K 0.09% +48 13F-HR/A Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 171 $109K 0.05% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 168 $107K 0.03% +158 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 166 $106K 0.02% -70 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 164 $105K 0.01% -76 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 160 $102K 0.02% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 158 $101K 0.03% -17 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 150 $95.8K 0.05% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 144 $92K 0.02% +28 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 137 $87.5K 0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 136 $87K 0.01% +77 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 126 $80.5K 0.04% +2 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 125 $79.8K 0.05% -423 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 123 $78.5K <0.01% +14 13F-HR Timeline Group