Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 5,385 $887K 0.25% +14 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 5,370 $884K 0.01% -205 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 5,361 $883K 0.05% -15 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,349 $881K 0.03% +720 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 5,313 $875K 0.25% +2,950 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,306 $874K 0.24% +653 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 5,277 $869K 0.31% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,262 $866K 0.07% -4,590 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 5,261 $866K 0.35% +272 13F-HR Timeline Blue Trust, Inc. 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Harrison & Partners Inc 4,685 $771K 0.15% +225 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,685 $771K 0.02% -1 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,670 $769K 0.01% -283 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,738 $767K 0.02% +474 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,653 $766K 0.06% -1,177 13F-HR Timeline Group New World Advisors LLC More: the full row for New World Advisors LLC 4,649 $765K 0.17% +1,265 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,647 $765K 0.27% -23 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,633 $763K 0.07% +142 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,552 $749K 0.05% -160 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 4,530 $746K 0.04% -1,739 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,523 $745K 0.14% -184 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 4,977 $740K 0.04% -295 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 4,486 $739K <0.01% +2,595 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 4,460 $734K 0.06% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,437 $731K 0.06% -4 13F-HR/A Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 4,435 $730K 0.31% +30 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 4,430 $729K 0.03% 0 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 4,416 $727K 0.43% +100 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 4,409 $726K 0.1% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,404 $725K 0.03% +879 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 4,400 $724K 0.83% +3,000 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,389 $723K 0.04% 0 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 4,369 $719K 1.06% +6 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,310 $710K 0.02% -799 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. 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More: the full row for Equitable Holdings, Inc. 4,148 $683K 0.01% +665 13F-HR Timeline Group Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,141 $682K 0.32% -548 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 4,141 $682K 0.76% +737 13F-HR Timeline Sompo Asset Management Co., Ltd. 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More: the full row for Pinnacle Wealth Planning Services, Inc. 4,052 $667K 0.1% +162 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 4,007 $660K 0.03% new 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,076 $660K 0.26% -244 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,003 $659K 0.06% -2,544 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,978 $655K 0.14% +323 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 3,977 $655K 0.41% +800 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,974 $654K 0.07% +62 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,942 $649K 0.17% -720 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 3,941 $649K 0.31% 0 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 3,940 $649K 0.29% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,935 $648K 0.24% -560 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 3,933 $648K 0.83% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,924 $646K 0.03% -1,914 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,921 $646K 0.05% new 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 3,917 $645K 0.2% -60 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,905 $643K 0.13% -397 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 3,901 $642K 0.48% -50 13F-HR Timeline Wallace Capital Management Inc. 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COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,732 $614K 0.02% +2,099 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 3,726 $613K 0.04% -57 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,726 $613K 0.17% -6 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,717 $612K 0.1% +1 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,715 $612K 0.06% +65 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 3,705 $610K 0.21% -111 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 3,700 $609K <0.01% -26,400 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. 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Mason LLC More: the full row for S.A. Mason LLC 3,605 $594K 0.31% -370 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 3,585 $590K 0.19% +593 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,580 $589K 0.04% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,577 $589K -4,340 Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 3,574 $588K 0.16% -539 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 3,573 $588K 0.39% +225 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,570 $588K 0.08% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,567 $587K 0.02% -1,182 13F-HR Timeline MATHER GROUP, LLC. 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More: the full row for Pinnacle Bancorp, Inc. 3,502 $577K 0.19% -93 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 3,501 $576K 0.21% -430 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 3,487 $574K 0.41% new 13F-HR Timeline AlphaQ Advisors LLC More: the full row for AlphaQ Advisors LLC 3,477 $572K 1.37% -15 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,470 $571K 0.01% +984 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 3,466 $571K <0.01% -186 13F-HR Timeline Group BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 3,457 $569K 0.01% -1,028 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 3,452 $568K 0.24% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,451 $568K 0.03% -3,213 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,448 $568K 0.23% new 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 3,443 $567K 0.39% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,432 $565K 0.1% -594 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 3,414 $562K 0.19% +253 13F-HR Timeline Group Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,404 $560K 0.12% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,379 $556K 0.01% +345 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 3,372 $555K 0.05% new 13F-HR Timeline Group BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 3,364 $554K 0.02% +55 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 3,362 $554K 0.31% +239 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 3,338 $550K 0.05% +700 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 3,327 $548K 0.37% +368 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 3,300 $543K 0.4% -200 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,286 $541K 0.04% +164 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 3,279 $540K 0.06% +48 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 3,275 $539K 0.14% +49 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,271 $539K 0.18% -85,968 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,270 $538K 0.05% -65 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,264 $537K 0.06% -383 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 3,263 $537K 0.2% -4,478 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,258 $536K 0.02% new 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,234 $532K 0.24% -98 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,225 $531K 0.02% -142 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 3,217 $530K 0.13% -560 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,185 $524K 0.04% -76 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 3,175 $523K 0.05% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,167 $521K 0.02% +72 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,164 $521K 0.18% -400 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,117 $513K 0.02% +667 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 3,114 $513K 0.01% -6,665 13F-HR Timeline Group Midwest Professional Planners, LTD. 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