SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 6,561 $589K 0.17% -1,219 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,536 $587K 0.01% +1,057 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 6,506 $584K <0.01% -17,277 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 6,457 $580K 0.03% -1,350 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 6,345 $570K <0.01% -3,401 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 6,302 $566K 0.1% -155 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 6,300 $566K 0.02% 0 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 6,220 $559K 0.01% +475 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,214 $558K 0.05% +197 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,185 $555K 0.04% -100 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,182 $555K <0.01% +111 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 6,147 $552K <0.01% +432 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 6,083 $546K <0.01% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 6,075 $545K 0.04% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 6,042 $543K 0.01% -1,479 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,968 $536K <0.01% -832 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 5,931 $533K 0.11% 0 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 5,823 $523K 0.06% -950 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,798 $521K 0.01% -4,690 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,752 $517K 0.02% -211 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 5,736 $515K 0.02% -640 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 5,690 $511K 0.01% new 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 5,679 $510K <0.01% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,673 $509K 0.01% +604 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 5,641 $507K <0.01% 0 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,626 $505K <0.01% -111 13F-HR/A Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,593 $502K 0.02% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,584 $501K <0.01% 0 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,575 $501K 0.03% +21 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,510 $495K 0.04% -248 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 5,476 $492K <0.01% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,425 $487K 0.06% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,418 $487K 0.01% +15 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,400 $485K 0.23% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 5,376 $483K 0.02% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,355 $481K 0.06% new 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 5,339 $479K 0.25% +1,500 13F-HR/A Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 5,314 $477K 0.01% +14 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 5,224 $469K 0.01% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,225 $469K 0.02% -1,640 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,215 $468K 0.01% new 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,194 $466K 0.01% -2,136 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,159 $463K 0.01% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 5,127 $460K 0.01% -4,086 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,018 $457K 0.04% +1,776 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,068 $455K <0.01% +156 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,984 $448K 0.07% -2,398 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,965 $446K <0.01% -26 13F-HR Timeline Group TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 4,769 $428K 0.02% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,728 $425K 0.03% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 4,727 $424K <0.01% 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 4,703 $422K +28 Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,668 $419K 0.02% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,656 $418K 0.01% +1,686 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,651 $418K 0.02% +3,121 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 4,657 $407K 0.01% +1,027 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 4,512 $405K 0.01% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,508 $405K 0.07% -229 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,492 $403K 0.02% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,463 $401K 0.01% +41 13F-HR/A Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,449 $400K 0.03% -48 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 4,422 $397K 0.23% new 13F-HR/A Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 4,354 $391K 0.04% +1,304 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,309 $387K 0.02% -5,602 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 4,305 $387K 0.11% 0 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 4,274 $384K 0.06% +13 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 4,265 $383K 0.15% 0 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 4,265 $383K 0.33% -20 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,262 $383K 0.01% -505 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 4,220 $379K <0.01% new 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 4,200 $377K 0.19% new 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 4,201 $377K 0.11% 0 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 4,191 $376K <0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,146 $372K 0.01% +76 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,127 $371K 0.24% +3 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,123 $370K 0.01% +528 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 4,116 $370K 0.03% 0 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,058 $364K 0.01% -2 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 4,000 $359K 0.01% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 4,000 $359K 0.02% 0 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 4,000 $359K 0.29% 0 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 3,980 $357K 0.1% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,949 $355K <0.01% -22 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,934 $353K 0.02% +63 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,929 $353K 0.01% +1,003 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 3,716 $352K 0.01% -1,474 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,896 $350K 0.02% +305 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 3,886 $349K 0.05% -939 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,843 $345K 0.18% +255 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,800 $343K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 3,801 $341K 0.09% 0 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 3,760 $338K 0.05% -93 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,750 $337K 0.07% -1,500 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,733 $335K 0.01% new 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. 3,714 $333K 0.01% +45 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,707 $333K 0.03% -30,869 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,678 $330K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,648 $328K 0.02% -15 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,592 $323K 0.01% -475 13F-HR/A Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,456 $320K 0.01% +471 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 3,500 $314K <0.01% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,491 $313K <0.01% +336 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 3,476 $312K 0.07% -173 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,463 $311K 0.03% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,441 $309K 0.07% -23 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,361 $302K 0.1% +11 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 3,125 $301K 0.02% -1,515 13F-HR Timeline Group Fruth Investment Management More: the full row for Fruth Investment Management 3,350 $300K 0.08% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,275 $294K 0.14% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,223 $289K <0.01% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,190 $286K 0.03% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,035 $283K 0.02% +80 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 3,150 $283K 0.02% +564 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,149 $283K 0.01% +354 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,147 $283K 0.01% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,133 $281K <0.01% -370 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,143 $281K 0.11% -5,257 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,100 $278K -400 Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 3,077 $276K 0.06% +137 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 3,070 $276K <0.01% -72,769 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,053 $274K 0.01% -581 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,053 $274K 0.01% +21 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,043 $273K 0.01% +2,355 13F-HR Timeline Group Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 3,025 $272K 0.05% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,004 $270K <0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,972 $267K 0.01% -212 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,960 $266K 0.05% new 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 2,952 $265K <0.01% +652 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 2,910 $261K 0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 2,854 $256K 0.14% +100 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,847 $256K 0.01% +2 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,825 $254K 0.01% new 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 2,800 $251K 0.2% new 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 2,760 $248K 0.07% -140 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2,755 $247K 0.14% -2,315 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,753 $247K 0.06% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,742 $246K 0.01% -3,321 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,736 $246K 0.01% +711 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,711 $243K <0.01% -126 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2,700 $242K 0.14% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,657 $239K 0.08% new 13F-HR/A Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,550 $229K 0.01% new 13F-HR Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,537 $228K 0.08% new 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 2,500 $225K 0.02% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,500 $224K 0.01% -7,530 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 2,500 $224K 0.04% new 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 2,499 $224K 0.05% -1,313 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,492 $224K 0.02% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,492 $224K <0.01% -4,087 13F-HR/A Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,466 $221K <0.01% -479 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 2,429 $218K 0.05% new 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,407 $216K <0.01% new 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,375 $213K <0.01% +2,355 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,328 $209K 0.02% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,301 $207K <0.01% new 13F-HR/A Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 2,292 $206K 0.15% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,288 $205K 0.01% new 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,236 $201K 0.02% new 13F-HR/A Timeline Group MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 2,233 $201K 0.07% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,203 $198K <0.01% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 1,974 $177K 0.07% +7 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,962 $176K 0.03% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,722 $155K 0.02% +385 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,722 $150K 0.01% +284 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,672 $150K 0.02% +1,240 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,489 $134K 0.08% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,480 $132K 0.03% +55 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,454 $131K 0.01% +1,154 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,228 $110K 0.02% +82 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,200 $106K 0.02% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,123 $101K <0.01% -42 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,100 $98.8K 0.01% +1,000 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,100 $98.8K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,051 $94.5K 0.03% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,030 $92.5K 0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,000 $89.8K 0.04% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 951 $85.4K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 915 $82.1K <0.01% 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 900 $80.8K 0.01% new 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 878 $78.8K 0.07% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 779 $70K <0.01% -520 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 775 $69.6K <0.01% new 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 763 $68.5K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 730 $65.6K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 727 $65.3K <0.01% -5,187 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 724 $65K 0.02% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 715 $64.2K 0.03% -313 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 700 $62.8K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 690 $62K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 650 $58.4K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 636 $57.1K 0.01% -13 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 600 $53K <0.01% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 570 $51.2K 0.03% 0 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 905 $50.9K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 560 $50.3K 0.02% +160 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 502 $45.1K <0.01% -152 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 500 $44.9K 0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 487 $43.7K 0.03% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 481 $43.2K 0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 470 $42K 0.03% 0 13F-HR Timeline