NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 15,232 $3.1M 0.04% -6,316 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 15,170 $3.09M 0.1% -1,410 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 15,168 $3.09M 0.14% +605 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 15,128 $3.08M 0.09% +888 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 15,019 $3.06M 0.27% +4,781 13F-HR Timeline Group KP Management LLC More: the full row for KP Management LLC 15,000 $3.05M 0.87% -5,000 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 12,801 $3.03M 0.17% -397 13F-HR/A Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 14,859 $3.02M 0.45% new 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 14,791 $3.01M 0.02% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 8,954 $3M 0.23% +1,731 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 14,726 $3M 0.23% -243 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 14,221 $2.99M 0.46% +1,331 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 14,663 $2.98M 0.13% +3,852 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 14,620 $2.97M 0.54% -1,467 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 14,597 $2.97M 0.4% +5 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 14,593 $2.97M 1.63% -591 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 14,563 $2.96M 1.46% +5,297 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 14,521 $2.95M 0.78% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 14,491 $2.95M 0.07% +750 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 14,414 $2.93M 0.39% -1,758 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 14,387 $2.93M 0.15% +3,470 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 14,358 $2.92M 0.07% +98 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,505 $2.9M 0.17% -385 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 11,861 $2.89M 0.35% +2,765 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 14,115 $2.87M 0.07% +636 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 14,062 $2.86M 0.69% -208 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 14,010 $2.85M 1.67% -227 13F-HR Timeline Militia Capital Management LLC in group Militia Capital Management LLC More: the full row for Militia Capital Management LLC 14,000 $2.85M 0.64% 13F-HR/A Timeline Group Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 13,930 $2.83M 0.75% -14,684 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 13,870 $2.82M 0.02% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 13,830 $2.81M 0.67% +2,030 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 13,823 $2.81M 0.17% +6,004 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 6,220 $2.8M 1.4% -112 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 13,694 $2.79M 0.76% +9,937 13F-HR Timeline BLKBRD Asset Management, LP More: the full row for BLKBRD Asset Management, LP 13,655 $2.78M 7.26% -7,523 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 13,606 $2.77M 0.04% +1,759 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 13,503 $2.75M 0.5% +731 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 13,469 $2.74M 0.1% -172 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 13,464 $2.74M 0.84% +6,439 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 13,456 $2.74M 1.55% -1,575 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 13,421 $2.73M 0.4% 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 13,366 $2.72M 0.33% -24,153 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 13,359 $2.72M 0.07% -4,247 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 13,340 $2.71M 0.94% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 13,331 $2.71M 0.25% -55 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 13,299 $2.71M 0.16% +838 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 13,284 $2.7M 0.22% +43 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 13,277 $2.7M 1.89% +5,984 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,255 $2.7M 0.1% -39,280 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 13,199 $2.69M 0.03% -47,520 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 13,181 $2.68M 0.6% +99 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 13,141 $2.67M 1.08% +8 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 13,115 $2.67M 0.15% -386 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 13,107 $2.67M 0.02% 0 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 13,100 $2.66M 0.31% 0 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 13,534 $2.65M 0.4% +456 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 13,039 $2.65M 0.31% +11,835 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 12,997 $2.64M 0.13% +10,139 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 12,955 $2.64M 1.4% +1,873 13F-HR Timeline NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 12,867 $2.62M 0.19% -219 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 12,826 $2.61M +843 Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 12,782 $2.6M 0.12% +668 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 12,723 $2.59M 1.02% +7,614 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 12,684 $2.58M 0.22% 0 13F-HR Timeline Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 12,681 $2.58M 0.08% +1,902 13F-HR Timeline Group Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 12,662 $2.58M 0.07% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 12,660 $2.58M 0.04% +515 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 11,624 $2.58M 0.98% +57 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 12,654 $2.57M 1.13% -10 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 12,593 $2.56M 0.11% +901 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 12,584 $2.56M 0.64% +8 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 11,615 $2.56M 0.05% -24 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 12,567 $2.56M 0.71% +124 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 12,568 $2.56M 0.14% -2,276 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 12,560 $2.56M 0.03% -282 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 12,559 $2.55M 0.62% -9 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 12,542 $2.55M 0.33% -5,755 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,189 $2.55M 0.2% +116 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 12,518 $2.55M 0.14% -112 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 12,516 $2.55M 0.24% +29 13F-HR Timeline Group Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 12,506 $2.54M 0.83% -6,729 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 12,477 $2.54M 0.61% +2,322 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 12,475 $2.54M 0.27% +9,730 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 12,452 $2.53M 0.18% +45 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 12,407 $2.52M 0.69% +13 13F-HR/A Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 12,400 $2.52M 0.45% -2,349 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 12,400 $2.52M 0.47% -1,300 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 12,395 $2.52M 0.05% -2,291 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 12,387 $2.52M 1.23% +11,936 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 12,366 $2.52M 0.44% +2,895 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 12,331 $2.51M 1.57% +27 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 12,325 $2.51M 1.26% +225 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 12,315 $2.51M 1.22% 0 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 12,297 $2.5M 0.28% +4,252 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 12,252 $2.49M 0.08% +1,290 13F-HR/A Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 12,231 $2.49M 0.03% +1,370 13F-HR Timeline Group Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 278 $2.49M 1.11% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 12,174 $2.48M 0.39% +560 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 12,138 $2.47M 0.31% +10,445 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 12,130 $2.47M 0.28% -193 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 12,124 $2.47M 0.12% -867 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 12,109 $2.46M 0.05% +984 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 12,100 $2.46M 0.08% 0 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 12,078 $2.46M 0.59% -522 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 12,072 $2.46M 1.09% -11,673 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 12,021 $2.45M 0.08% +5,866 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 12,017 $2.44M 0.21% 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 12,000 $2.44M 1.53% -36 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 11,951 $2.43M 0.09% +5,176 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 11,962 $2.43M 0.16% +840 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 11,942 $2.43M 0.67% 0 13F-HR Timeline Group NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 9,832 $2.43M 1.04% -1,639 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 11,914 $2.42M 1.26% +782 13F-HR Timeline Barrier Capital Management, LLC More: the full row for Barrier Capital Management, LLC 11,889 $2.42M 2.12% +8,689 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 11,847 $2.41M 0.33% -3,501 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 8,645 $2.41M 0.04% +2,544 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 11,803 $2.4M 0.57% +2,384 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 11,786 $2.4M 0.7% -298 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 11,774 $2.4M 0.1% -125 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 11,743 $2.39M 0.04% +1,768 13F-HR Timeline Group Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 11,700 $2.38M 0.73% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 11,663 $2.37M 0.05% +1,694 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 11,660 $2.37M 1.08% -34 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 11,650 $2.37M 0.47% +331 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 11,610 $2.36M 0.12% +374 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 11,601 $2.36M 0.2% +652 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 11,556 $2.35M 0.31% +478 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 11,545 $2.35M 0.53% +277 13F-HR Timeline Lagoda Investment Management, L.P. More: the full row for Lagoda Investment Management, L.P. 11,480 $2.34M 1.44% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 11,469 $2.33M 0.17% +865 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 11,455 $2.33M 0.42% +1,887 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 11,427 $2.32M 0.49% 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 11,047 $2.32M 0.04% +3,774 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 11,406 $2.32M 0.48% +700 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 11,388 $2.32M 0.43% -21,658 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 11,335 $2.31M 0.02% -114,583 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 11,321 $2.3M 1.24% +616 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 11,305 $2.3M 1.35% -519 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 11,230 $2.28M 1.01% -2,479 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 11,226 $2.28M 0.03% +2,565 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 11,215 $2.28M 0.61% +361 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 11,212 $2.28M 0.06% -845 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 11,158 $2.27M 0.17% +1,922 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 11,117 $2.26M 0.33% +3,982 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 11,110 $2.26M 0.95% +347 13F-HR Timeline Sunstone Asset Management, LP More: the full row for Sunstone Asset Management, LP 11,096 $2.26M 2.66% new 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 11,048 $2.25M 1.27% -1,572 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 11,023 $2.24M 0.63% -3,977 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 10,995 $2.24M 0.99% new 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 10,946 $2.23M 0.31% +165 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 10,919 $2.22M 0.09% -11,100 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 10,882 $2.21M 0.84% +1 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 10,831 $2.2M 0.11% +634 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 10,764 $2.19M 0.03% +6,925 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 10,761 $2.19M 0.17% +147 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 10,725 $2.18M 0.83% -114 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 10,714 $2.18M 0.86% -845 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 10,670 $2.17M 1.14% +32 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 10,648 $2.17M 0.17% -6 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 10,615 $2.16M 0.12% +2,149 13F-HR Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 10,589 $2.15M 1.85% +2,073 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 10,593 $2.15M 0.01% -97 13F-HR Timeline Group HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 10,576 $2.15M 0.43% +927 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 10,567 $2.15M 0.35% +143 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 10,560 $2.15M 0.07% -141 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 10,555 $2.15M 0.66% +471 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 10,552 $2.15M 1.13% -4,844 13F-HR Timeline Bell Bank More: the full row for Bell Bank 10,542 $2.14M 0.09% +1,043 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 10,522 $2.14M 0.36% +98 13F-HR Timeline Encore Global Management, LP More: the full row for Encore Global Management, LP 10,500 $2.14M 1.49% 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 10,495 $2.13M 0.51% -125 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 10,492 $2.13M 0.44% +432 13F-HR Timeline Franchise GP Ltd More: the full row for Franchise GP Ltd 10,480 $2.13M 0.78% new 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $2.13M 1.2% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 10,433 $2.12M 0.45% +1,263 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 10,426 $2.12M 0.16% +403 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,419 $2.12M 0.02% +3,156 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 10,416 $2.12M 0.14% +152 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 10,409 $2.12M 0.17% +2,268 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 10,408 $2.12M 0.43% -11 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 10,403 $2.12M 0.24% -170 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 10,377 $2.11M 0.45% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 10,368 $2.11M 0.06% +697 13F-HR Timeline Myriad Asset Management Advisors LLC group of 2 filers holding More: the full row for Myriad Asset Management Advisors LLC 10,362 $2.11M +235 Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 10,328 $2.1M 0.02% +220 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 10,320 $2.1M 0.05% -3,918 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 10,319 $2.1M 0.6% -127 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 10,245 $2.08M 0.24% +111 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 10,239 $2.08M 0.67% -452 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 10,226 $2.08M 1.22% +5,116 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 10,192 $2.07M 0.18% +1,671 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 10,190 $2.07M 1.09% +1,270 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 10,167 $2.07M 0.09% +9 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 10,165 $2.07M 0.26% -342 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 10,152 $2.07M 1.03% new 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 10,151 $2.07M 0.18% 13F-HR Timeline Group Avondale Wealth Management More: the full row for Avondale Wealth Management 10,150 $2.06M 1.01% -500 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 10,142 $2.06M 0.39% +5,071 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 10,118 $2.06M 0.84% +4,203 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 10,100 $2.05M 0.22% -1,642 13F-HR Timeline