INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,119 $626K 0.05% -3,327 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 6,101 $624K 0.25% -41 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 6,100 $624K 0.23% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,092 $623K 0.09% new 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 6,091 $623K 0.18% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,038 $618K 0.01% +95 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,996 $613K 0.01% +149 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 5,990 $613K 0.26% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,980 $612K 0.09% +4,507 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,965 $610K 0.01% +2 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 5,940 $608K 0.03% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 5,835 $597K 0.16% -613 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 5,817 $595K 0.56% -670 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 5,762 $590K 0.17% +1,947 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 5,758 $589K 0.15% +350 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 5,746 $588K 0.26% -10,034 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,713 $584K 0.02% +549 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,712 $584K 0.01% -1,320 13F-HR Timeline Group IMS Capital Management More: the full row for IMS Capital Management 5,700 $583K 0.27% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 5,696 $583K 0.16% +1,647 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,663 $579K 0.03% -36,312 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 5,661 $579K 0.01% new 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 5,653 $578K 0.08% +718 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,618 $575K 0.11% +2,602 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 5,600 $573K 0.22% 0 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 5,589 $572K 0.11% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. 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More: the full row for Planned Solutions, Inc. 5,260 $538K 0.21% -64 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 5,253 $537K 0.43% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,210 $533K 0.02% +149 13F-HR Timeline IronOak Wealth LLC. More: the full row for IronOak Wealth LLC. 5,207 $533K 0.52% 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 5,194 $531K 0.24% -154 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 5,142 $526K 0.56% +460 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 5,311 $525K 0.21% -8,113 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,128 $525K 0.06% +396 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5,081 $519K 0.21% +280 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,056 $517K 0.01% +40 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,998 $511K 0.04% +1,862 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 4,985 $510K 0.47% -1,237 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,964 $508K 0.04% +260 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 4,957 $507K 0.36% +60 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 4,940 $505K 0.03% +1,600 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,919 $503K 0.02% +143 13F-HR Timeline Group Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 4,910 $502K 0.06% +767 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,886 $500K 0.07% +274 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 4,884 $500K 0.06% +1,770 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,875 $499K 0.1% -3,061 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 4,857 $497K 0.01% -6,973 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,857 $497K 0.05% +163 13F-HR Timeline Group RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 4,844 $496K 0.02% 0 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 4,835 $495K 0.33% +623 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,810 $492K 0.04% -696 13F-HR/A Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 4,752 $486K 0.03% +404 13F-HR/A Timeline Group Balentine LLC More: the full row for Balentine LLC 4,745 $485K 0.02% +897 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 4,720 $483K 0.16% +299 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 4,708 $482K 0.22% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,709 $482K 0.03% -460 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,702 $481K 0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,664 $477K 0.06% +3,484 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,656 $476K 0.08% -125 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 4,643 $475K 0.41% -180 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 4,640 $475K 0.08% -200 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,609 $472K 0.03% +21 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,599 $471K 0.02% -9,449 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,594 $470K 0.03% +116 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 4,577 $468K 0.15% -1,083 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,572 $468K 0.01% -41 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,554 $466K 0.05% +33 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,551 $466K 0.05% -12,953 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 4,547 $465K 0.1% +17 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 4,536 $464K 0.23% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,529 $463K 0.1% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 4,528 $463K 0.07% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,517 $462K 0.06% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,509 $461K 0.03% -56 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,508 $461K 0.01% +100 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 4,508 $461K 0.18% -1,600 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,481 $458K 0.02% -315 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 4,479 $458K 0.62% 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,470 $457K 0.03% +916 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,455 $456K 0.11% -17 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 4,438 $454K 0.23% -150 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,418 $452K 0.07% new 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 4,413 $451K 0.23% +208 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,404 $451K 0.02% new 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 3,252 $450K 0.31% -1,354 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 4,385 $449K 0.12% +173 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 4,350 $445K 0.34% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 4,348 $445K 0.28% +162 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,338 $444K 0.03% +98 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 4,296 $440K 0.23% +322 13F-HR Timeline Group AXS Investments LLC More: the full row for AXS Investments LLC 4,289 $439K 0.18% -14,185 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 4,277 $438K <0.01% +52 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,277 $438K 0.04% +77 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,274 $437K 0.01% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,271 $437K 0.22% +436 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,260 $436K 0.12% +225 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,251 $435K 0.01% +1,559 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 4,236 $433K 0.28% -144 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 4,210 $430K 0.01% -281 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 4,196 $429K 0.14% new 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 4,195 $429K 0.01% -421 13F-HR Timeline Group Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 4,180 $428K 0.17% -20 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,635 $427K 0.02% +951 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,170 $427K 0.05% -1,780 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,161 $426K 0.03% -484 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,147 $424K 0.13% +8 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,139 $423K 0.02% -799 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 4,122 $422K 0.16% +70 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 4,114 $421K 0.01% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,114 $421K 0.01% +1,151 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,093 $419K 0.12% +814 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 4,090 $418K 0.22% -18 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,089 $418K 0.01% +732 13F-HR Timeline First Horizon Advisors, Inc. 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More: the full row for Lifestyle Asset Management, Inc. 3,955 $405K 0.19% +249 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 3,930 $402K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,928 $402K 0.01% -11,363 13F-HR/A Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,921 $401K 0.08% -36 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,900 $399K 0.05% +1,000 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 3,892 $398K 0.1% -18,039 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 3,889 $398K 0.13% +325 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 3,887 $398K 0.23% -1,090 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 3,886 $398K 0.11% +858 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 3,884 $397K 0.09% 0 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 3,883 $397K 0.03% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,866 $396K 0.01% -31 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 3,861 $395K 0.39% +232 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 3,857 $395K 0.36% +505 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,849 $394K 0.04% +215 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 3,822 $391K 0.04% -6,054 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,820 $391K 0.19% 0 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 3,811 $390K 0.28% +75 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,798 $389K 0.02% -1,384 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,785 $387K 0.02% new 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 3,784 $387K 0.63% -1,431 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 3,781 $387K 0.09% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,461 $387K 0.02% +74 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 3,755 $384K 0.33% -13,389 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,751 $384K 0.1% +68 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 3,750 $384K 0.03% new 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 3,745 $383K 0.28% +50 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 3,727 $381K 0.27% -801 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,716 $380K 0.03% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,482 $378K 0.03% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,694 $378K 0.02% +10 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,676 $376K 0.02% -34 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 3,674 $376K 0.22% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 3,666 $375K 0.04% new 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 3,657 $374K 0.17% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,652 $374K 0.04% +145 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,642 $373K 0.12% -13,554 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,640 $372K 0.19% new 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 3,600 $368K 0.22% 0 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 2,599 $367K 0.25% 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 3,569 $365K 0.22% -20 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,554 $364K 0.05% +289 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 3,550 $363K 0.3% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,532 $361K <0.01% -757 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,530 $361K 0.17% -4 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,502 $358K 0.01% +84 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,501 $358K 0.04% +253 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,462 $358K 0.04% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,492 $357K 0.02% -37 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 3,481 $356K 0.06% -1,097 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 3,459 $354K 0.1% +384 13F-HR Timeline von Borstel & Associates, Inc. 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