Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,486 $800K 0.04% +63 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 5,406 $788K 0.19% +339 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 5,385 $785K 0.17% +77 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,171 $754K <0.01% new 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 5,058 $737K 0.04% -507 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 5,018 $732K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,811 $701K 0.01% +733 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,798 $699K 0.06% +181 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 4,738 $691K 0.1% -2,280 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 4,625 $674K 0.11% -688 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,620 $673K 0.01% +495 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,551 $663K 0.03% +15 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 4,498 $656K <0.01% +699 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 4,478 $653K <0.01% +4,189 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,478 $653K 0.2% +198 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 4,444 $648K 0.16% +20 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 4,410 $643K 0.03% -18,707 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 4,389 $639K 0.07% -2,364 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,240 $618K <0.01% 0 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,233 $617K <0.01% +1,339 13F-HR/A Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,184 $610K 0.07% +791 13F-HR/A Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 4,170 $608K 0.45% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 4,165 $607K <0.01% -820 13F-HR Timeline Group MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 4,156 $606K 0.24% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,072 $594K 0.02% -1,580 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 4,050 $590K 0.28% +190 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 3,984 $581K 0.02% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 3,984 $581K 0.01% -699 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,956 $577K 0.08% +147 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,940 $574K 0.03% -139 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,788 $552K 0.05% -57 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,764 $549K <0.01% -502 13F-HR/A Timeline Militia Capital Management LLC in group Militia Capital Management LLC More: the full row for Militia Capital Management LLC 3,525 $514K 0.09% +200 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 3,504 $511K 0.08% -19 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 3,488 $508K 0.18% -12 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 3,488 $508K 0.12% 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 3,466 $505K 0.1% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,465 $505K 0.05% +341 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,441 $502K 0.12% -451 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,436 $501K 0.01% -573 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,436 $501K <0.01% -499 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,414 $498K 0.01% -241 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,366 $491K 0.01% -209 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 3,339 $486K 0.11% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,327 $485K 0.01% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 3,299 $481K <0.01% -1,791 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,285 $479K <0.01% -11 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,281 $478K <0.01% -381 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 3,203 $467K <0.01% -38 13F-HR Timeline Group JMN Financial LLC More: the full row for JMN Financial LLC 3,180 $464K 0.36% +151 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,159 $461K <0.01% +70 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,144 $458K <0.01% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,117 $454K 0.01% -966 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,117 $454K <0.01% +27 13F-HR Timeline Group STG SECURITIES, LLC More: the full row for STG SECURITIES, LLC 3,114 $454K 0.49% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,090 $450K 0.01% -4,087 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,090 $450K 0.02% +421 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 3,063 $447K 0.26% -1,992 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,020 $440K 0.01% +797 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,003 $438K 0.04% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,000 $437K 0.01% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 3,000 $437K 0.07% 0 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 2,998 $437K 0.27% +249 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,984 $435K 0.06% 0 13F-HR Timeline Group EJMK Ventures LLC More: the full row for EJMK Ventures LLC 2,978 $434K 0.2% -1,541 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,942 $434K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,977 $434K 0.01% -27 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,936 $428K 0.03% -19 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,935 $428K 0.14% +133 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,915 $425K 0.22% +1,092 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,927 $424K 0.05% -6 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,886 $421K 0.13% 0 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,881 $420K 0.07% -3,996 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 2,794 $407K <0.01% new 13F-HR Timeline Group Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 2,730 $398K 0.28% -161 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,716 $396K 0.01% +727 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,687 $392K 0.01% -2 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,679 $391K <0.01% -153 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,674 $390K 0.02% -3,431 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,664 $388K <0.01% -2,624 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 2,597 $383K 0.01% +93 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,602 $379K <0.01% +1,810 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,558 $373K 0.01% -13,612 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,538 $370K 0.02% +57 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,514 $366K 0.01% +234 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,476 $361K <0.01% -339 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,460 $359K 0.02% +484 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 2,448 $357K 0.01% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,422 $353K 0.06% +46 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 2,364 $345K <0.01% -594,079 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,337 $340K <0.01% new 13F-HR Timeline Group Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 2,300 $335K 0.15% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,286 $333K <0.01% +636 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,251 $328K 0.01% -192 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,250 $328K 0.02% +82 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,233 $326K 0.02% +253 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 2,195 $320K 0.03% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,155 $314K <0.01% +421 13F-HR Timeline Group Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 2,107 $310K 0.06% +31 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 2,100 $306K 0.01% new 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,076 $303K 0.23% +254 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,039 $297K 0.02% +142 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 2,028 $296K 0.4% -96 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,014 $294K <0.01% +46 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,981 $289K 0.01% -387 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 1,971 $287K 0.1% -19 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,968 $287K 0.05% +79 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,913 $287K 0.01% -16 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,966 $287K 0.03% -66 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,947 $284K 0.12% -58 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,933 $282K 0.02% -5,671 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,921 $280K 0.01% +99 13F-HR Timeline Group Argentarii, LLC More: the full row for Argentarii, LLC 1,862 $278K 0.08% -551 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,900 $277K 0.02% -860 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,874 $273K <0.01% -7 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,855 $270K 0.12% +231 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,824 $266K <0.01% -49 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 1,809 $264K 0.03% -6,918 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 1,804 $263K 0.03% -1,196 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,785 $260K 0.01% -91 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,777 $259K 0.03% 0 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 1,769 $258K 0.01% -117 13F-HR Timeline HARTFORD INVESTMENT MANAGEMENT CO More: the full row for HARTFORD INVESTMENT MANAGEMENT CO 1,753 $256K 0.01% -18 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. 1,750 $255K <0.01% 0 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,747 $255K 0.01% new 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,715 $250K 0.23% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,714 $250K <0.01% -254 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,686 $249K 0.01% +45 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 1,705 $249K <0.01% -1,135 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,676 $244K 0.02% 0 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 1,654 $241K 0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,650 $241K <0.01% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,647 $240K 0.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,612 $235K 0.01% -139 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,613 $235K <0.01% -100 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,607 $234K <0.01% +64 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 1,603 $234K 0.36% new 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 1,600 $233K 0.05% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,569 $229K 0.03% new 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 1,531 $223K 0.15% +68 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 1,510 $220K 0.12% -73 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,460 $213K 0.01% -14 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 1,458 $213K 0.04% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,449 $211K <0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,429 $208K <0.01% -64 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,420 $207K 0.01% -893 13F-HR Timeline Group Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,397 $204K 0.03% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,392 $203K <0.01% -170 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,384 $202K 0.01% new 13F-HR Timeline Group Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,376 $201K 0.04% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,172 $171K <0.01% +62 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,095 $160K 0.01% +3 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,000 $146K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 952 $139K <0.01% -90 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 934 $135K <0.01% +925 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 925 $135K 0.08% -28 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 865 $126K <0.01% -72 13F-HR Timeline Group Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 795 $116K <0.01% 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 759 $111K 0.05% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 750 $109K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 711 $104K <0.01% -273 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 635 $92.6K 0.03% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 602 $87.8K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 596 $86.9K 0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 595 $86.7K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 582 $84.8K 0.01% -72 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 566 $82.5K <0.01% +203 13F-HR Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 562 $81.9K 0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 531 $77.5K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 530 $77.3K <0.01% +203 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 508 $74.1K <0.01% +317 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 497 $72.5K <0.01% -26 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 482 $70.3K 0.01% +222 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 457 $66.6K <0.01% +158 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 426 $62.2K 0.01% +189 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 424 $61.8K 0.02% +185 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 379 $55.2K 0.02% +84 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 375 $54.7K <0.01% -32 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 373 $54.4K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 366 $53.4K <0.01% +95 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 342 $49.9K 0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 321 $46.8K 0.01% 0 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) 277 $40.4K <0.01% new 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 267 $38.9K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 266 $38.8K <0.01% +80 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 260 $37.9K <0.01% 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 259 $37.8K 0.02% 0 13F-HR Timeline Wedbush Fund Advisers, LLC More: the full row for Wedbush Fund Advisers, LLC 255 $37.2K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 224 $32.7K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 210 $30.6K 0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 200 $29.2K <0.01% +20 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 196 $28.6K <0.01% +20 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. 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