Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,161 $1.03M 0.01% +5,989 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 9,045 $1.02M 0.03% -27 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 8,932 $1M 0.17% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 8,645 $971K 0.02% +256 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,633 $970K 0.03% +144 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,628 $969K 0.05% -1,319 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 8,613 $967K 0.03% +313 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 8,547 $960K 0.03% +354 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,491 $954K <0.01% -673 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 8,490 $954K 0.02% -352 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 8,474 $953K 0.01% +1,600 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) 8,391 $942K 0.02% +147 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 8,346 $937K 0.05% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 8,312 $934K <0.01% +2,811 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 8,284 $931K <0.01% +1,524 13F-HR Timeline Group C WorldWide Group Holding A/S in group C WorldWide Group Holding A/S More: the full row for C WorldWide Group Holding A/S 8,266 $928K 0.02% -28,993 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 8,192 $921K 0.12% +154 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 8,126 $913K 0.57% -375 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 8,067 $906K 0.06% +1,232 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 8,059 $905K 0.01% +72 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 8,041 $903K 0.09% new 13F-HR Timeline Manatuck Hill Partners, LLC More: the full row for Manatuck Hill Partners, LLC 8,000 $899K 0.3% 0 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 5,590 $892K 0.25% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 7,710 $866K 0.02% 0 13F-HR Timeline Group Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 7,661 $861K 0.17% -5,334 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 7,679 $859K 0.01% -4,566 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 7,599 $854K 0.23% +405 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 7,569 $850K 0.23% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 7,550 $848K <0.01% -987 13F-HR Timeline Group MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 7,437 $836K 0.01% +1,190 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 7,331 $823K 0.02% +3,241 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,318 $822K 0.02% +1,242 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 7,294 $819K 0.07% +85 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 7,278 $817K 0.46% -55 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 7,227 $812K 0.08% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 7,224 $811K 0.01% +3,005 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,117 $799K 0.01% -323 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 7,046 $791K 0.07% new 13F-HR Timeline OSSIAM More: the full row for OSSIAM 7,033 $791K 0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7,041 $791K 0.02% -1,397 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 7,024 $789K 0.16% +3,438 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 7,002 $786K 0.04% -1 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,983 $784K <0.01% +216 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 6,972 $783K <0.01% +260 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,957 $781K 0.01% -4,152 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,879 $773K 0.01% +1,474 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,875 $772K <0.01% +916 13F-HR/A Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,821 $766K 0.02% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 6,757 $759K 0.01% +3,686 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 6,711 $754K 0.01% +1,550 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,674 $750K <0.01% +1,120 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 6,446 $743K 0.07% -92 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,572 $738K <0.01% -2,103 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,567 $738K 0.03% +894 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,485 $728K <0.01% 0 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 800 $724K 0.08% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,414 $720K 0.02% -233 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 6,403 $719K 0.08% -98 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 6,384 $717K 0.09% -213 13F-HR/A Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 6,300 $708K 0.02% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,211 $698K 0.01% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,185 $695K 0.06% -1,056 13F-HR Timeline Group IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 6,167 $693K 0.24% -1,209 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 6,130 $689K 0.22% new 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,112 $687K 0.01% -20,665 13F-HR Timeline Group Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 6,105 $686K 0.08% new 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 5,946 $668K <0.01% -143,696 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,937 $667K 0.01% +147 13F-HR/A Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 5,931 $666K 0.12% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,880 $660K 0.01% +606 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 5,766 $648K 0.02% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,712 $642K <0.01% +63 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 5,710 $641K 0.02% -3,150 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,680 $638K 0.03% +47 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 5,644 $634K 0.02% +1,816 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 5,642 $631K 0.04% -40,548 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 5,600 $629K 0.03% +1,472 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 5,574 $626K 0.35% -83 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 5,550 $623K 0.15% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,536 $622K <0.01% 0 13F-HR Timeline Group J. Goldman & Co LP More: the full row for J. Goldman & Co LP 5,500 $618K 0.02% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,500 $618K 0.02% -94 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 5,454 $613K 0.01% +112 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 5,385 $605K 0.06% +329 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,369 $603K 0.02% -410 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,363 $602K 0.01% +342 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,328 $598K 0.01% +193 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,297 $595K 0.02% -243 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,168 $580K 0.01% -1,508 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 5,160 $580K 0.3% +750 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 5,118 $575K 0.03% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 5,106 $572K +2,748 Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 5,082 $571K 0.02% -3,362 13F-HR Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 5,000 $562K 0.12% new 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 4,906 $551K 0.07% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,874 $547K 0.03% +208 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,857 $546K 0.07% -230 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 4,713 $529K 0.01% -18 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 4,705 $528K 0.19% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,689 $527K 0.03% +62 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,582 $515K 0.03% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,582 $515K 0.05% -48 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,491 $505K 0.01% -47 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 4,440 $499K 0.1% +40 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,402 $494K <0.01% +404 13F-HR Timeline Group Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 4,398 $494K 0.07% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,373 $491K 0.02% +298 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,341 $488K 0.02% -319 13F-HR Timeline Group BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 4,325 $486K 0.21% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,297 $483K <0.01% new 13F-HR Timeline Group Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 4,293 $482K 0.05% +95 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,291 $482K 0.09% +628 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,263 $479K 0.01% +350 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,206 $472K 0.05% +2 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 4,206 $472K 0.19% -4 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 4,200 $472K 0.21% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,185 $470K 0.01% +582 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,180 $469K 0.01% +458 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 4,401 $463K 0.01% 0 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 4,107 $461K 0.33% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,106 $461K 0.01% +2,518 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,105 $461K <0.01% +191 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,064 $456K 0.04% -133 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,030 $451K 0.01% +14 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 4,006 $450K 0.36% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,002 $450K 0.02% +17 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 4,000 $449K 0.01% 0 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,995 $449K 0.02% -334 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 3,970 $446K 0.19% +111 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,969 $446K <0.01% -2,178 13F-HR Timeline Group LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 3,962 $445K 0.24% +1 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 3,943 $443K 0.07% +681 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 3,920 $441K 0.02% -430 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,917 $440K 0.05% -63 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,893 $437K 0.02% +733 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,876 $435K 0.03% -29 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,871 $434K 0.03% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 3,853 $433K 0.17% +63 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,858 $430K 0.03% +1,237 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,788 $425K 0.02% +85 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,787 $425K <0.01% +2,658 13F-HR Timeline Group Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 3,772 $424K <0.01% -7,080 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 3,770 $423K 0.01% -12 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 3,727 $419K 0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,759 $417K 0.02% -264 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 3,700 $416K 0.05% -3,700 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,662 $411K 0.08% -2,327 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 3,600 $404K 0.09% 0 13F-HR Timeline Group Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 3,500 $393K <0.01% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 3,429 $385K <0.01% +42 13F-HR Timeline Group Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 3,400 $382K 0.26% 0 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 3,388 $381K 0.05% +288 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 3,376 $379K 0.14% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,376 $379K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,370 $378K 0.11% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,360 $377K 0.07% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,357 $377K 0.03% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 3,338 $375K 0.05% -845 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,273 $371K 0.08% +30 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,294 $370K 0.01% +27 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,272 $367K 0.01% +304 13F-HR Timeline Group BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 3,270 $367K 0.07% -171 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 3,270 $367K 0.04% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,267 $367K <0.01% +185 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,262 $366K 0.01% +677 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 3,223 $362K 0.26% -80 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,214 $361K 0.06% +38 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 3,210 $361K 0.01% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 3,206 $360K -2,478 Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,199 $359K <0.01% +1,372 13F-HR Timeline Group Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 3,186 $358K 0.23% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 3,169 $356K 0.07% -42 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,165 $355K 0.01% -50 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 3,150 $354K 0.02% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,114 $350K <0.01% +682 13F-HR/A Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 3,106 $349K 0.3% +354 13F-HR Timeline Bellecapital International Ltd. 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