NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,630 $802K 0.09% +131 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 4,600 $797K 0.01% 0 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,576 $793K 0.03% +60 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,524 $784K 0.01% -172 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 4,500 $779K 0.03% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,490 $778K 0.05% -956 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 4,447 $770K 0.01% -4,724 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,443 $770K 0.01% +361 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,429 $767K 0.03% +1,273 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) 4,423 $766K 0.02% +431 13F-HR Timeline Group Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 4,413 $764K 0.04% -1,221 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,388 $760K 0.08% +1,027 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,384 $759K 0.04% -564 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 4,379 $758K 0.01% new 13F-HR/A Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 4,375 $758K 0.03% 0 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 4,316 $748K 0.13% +1,542 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,268 $739K <0.01% -17 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,196 $727K 0.03% +8 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,193 $726K 0.04% +120 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 4,149 $719K <0.01% -1,433 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,114 $713K 0.02% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 4,090 $708K 0.4% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,086 $708K 0.03% +2,126 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 4,008 $700K <0.01% -910 13F-HR Timeline Group Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 3,973 $688K 0.01% new 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 3,928 $680K 0.03% -21 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 3,923 $679K 0.02% -23 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 3,884 $673K 0.06% +42 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,882 $672K 0.01% +1,171 13F-HR Timeline SAGE ADVISORS, LLC More: the full row for SAGE ADVISORS, LLC 3,851 $667K 0.48% -360 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,846 $666K 0.06% -63,991 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,843 $666K 0.01% -179 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,836 $664K 0.01% +2,087 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,799 $658K 0.17% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,742 $648K 0.12% -85 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 3,730 $645K 0.02% -500 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,619 $627K 0.01% +74 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 3,600 $624K <0.01% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,580 $620K <0.01% +301 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,547 $614K <0.01% +435 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,531 $612K 0.03% -1,518 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,486 $604K <0.01% -147 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 3,482 $603K 0.12% -969 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 3,439 $596K 0.01% +145 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,427 $594K 0.01% -826 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 3,375 $585K 0.02% -2,853 13F-HR Timeline Robeco Institutional Asset Management B… in group Robeco Institutional Asset Ma… More: the full row for Robeco Institutional Asset Management B.V. 3,294 $571K <0.01% -1,253 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,289 $570K 0.08% -93 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,275 $567K 0.18% -25 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,227 $559K 0.01% +35 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,227 $559K 0.01% -773 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,191 $553K 0.18% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,172 $549K 0.08% +49 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,157 $547K <0.01% -4,714 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,122 $541K 0.03% +8 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 3,083 $534K <0.01% +59 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,067 $531K 0.02% -146 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,063 $530K 0.04% +315 13F-HR/A Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 3,030 $525K <0.01% new 13F-HR/A Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,030 $525K 0.05% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,028 $524K 0.03% +392 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,007 $521K 0.01% +1,232 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 2,995 $519K -10,181 Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 2,956 $512K <0.01% +155 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,952 $511K 0.01% +433 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 2,924 $506K 0.39% +3 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 2,923 $506K 0.2% -76 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,912 $504K +180 Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,896 $502K 0.01% new 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,871 $497K 0.22% -767 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,846 $493K 0.03% +679 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,837 $491K 0.04% -263 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,818 $488K 0.17% +29 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,789 $483K <0.01% +195 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2,543 $479K 0.3% +3 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,720 $471K 0.13% new 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 2,713 $470K 0.22% -329 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,703 $468K 0.41% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,691 $466K 0.19% +53 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,680 $464K 0.01% +22 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,667 $462K 0.07% -164 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,665 $462K 0.02% -2,363 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,661 $461K 0.02% -39 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 2,625 $455K <0.01% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,622 $454K 0.01% +1,038 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 2,569 $445K 0.33% -286 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,553 $444K 0.01% +565 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,486 $442K 0.08% +315 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,549 $441K 0.01% +212 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,517 $436K <0.01% -1,950 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 2,513 $435K 0.24% +125 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,488 $431K 0.01% -501 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,488 $431K 0.02% +317 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,450 $424K 0.06% +8 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 2,444 $423K 0.01% -913 13F-HR Timeline River Road Asset Management, LLC More: the full row for River Road Asset Management, LLC 2,269 $421K 0.01% -83 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,416 $418K 0.01% new 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,404 $416K 0.02% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,367 $410K 0.01% -338 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 2,356 $408K <0.01% -41 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2,280 $395K 0.23% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,274 $394K <0.01% +269 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,255 $391K 0.01% +1,890 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 2,217 $384K 0.15% -60 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,156 $373K 0.03% +2 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,155 $373K <0.01% +253 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,150 $372K <0.01% -51 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,139 $370K 0.01% -431 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,128 $369K 0.02% -37 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,099 $364K 0.01% -196 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,092 $362K 0.04% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,087 $361K <0.01% -171 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,976 $361K 0.03% new 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,071 $359K 0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,071 $359K 0.02% +357 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,049 $358K 0.02% -96 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,067 $358K 0.03% -163 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 2,061 $357K 0.06% new 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2,045 $354K 0.12% +10 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,043 $354K 0.01% -102 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,037 $353K 0.07% -161 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,000 $346K 0.07% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,991 $345K +261 Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 1,948 $337K 0.24% +9 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 1,942 $336K 0.06% -927 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,931 $334K <0.01% -636 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,922 $333K 0.01% -89 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,715 $331K 0.01% new 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,890 $327K 0.06% +62 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,878 $325K 0.11% new 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 1,865 $323K 0.15% +24 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,858 $322K 0.02% -3,783 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,857 $322K 0.01% +51 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 1,849 $320K 0.15% -1 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,845 $320K <0.01% -113 13F-HR Timeline Group Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,816 $315K 0.05% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,755 $304K 0.02% -8 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,752 $303K 0.03% -20 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,750 $303K 0.08% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,748 $303K <0.01% -63 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,745 $302K 0.03% +52 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 1,735 $301K <0.01% -1,686 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,680 $291K 0.01% -241 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,674 $290K 0.03% +154 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,650 $286K 0.02% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,634 $283K 0.01% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,625 $281K <0.01% +63 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,620 $281K 0.05% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,581 $274K 0.05% -83 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,577 $273K 0.02% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,570 $272K 0.01% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,521 $263K <0.01% +105 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,519 $263K 0.01% +8 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,518 $263K 0.01% +323 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,512 $262K 0.03% -141 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,504 $260K 0.04% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 1,500 $260K 0.01% 0 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 1,500 $260K 0.23% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,500 $259K 0.01% 0 13F-HR/A Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,498 $259K 0.02% +131 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,482 $257K 0.01% +72 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,481 $257K <0.01% +38 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 1,477 $256K 0.01% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,459 $253K 0.03% -32 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,423 $252K 0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,451 $251K 0.03% +411 13F-HR/A Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 1,449 $251K 0.12% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,447 $251K 0.02% -1 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,426 $247K 0.08% 0 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,405 $243K 0.06% -371 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,392 $241K 0.02% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,391 $241K 0.02% +18 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,321 $231K 0.21% new 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 1,327 $230K 0.12% new 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 1,320 $229K 0.11% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,304 $226K <0.01% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 1,300 $225K 0.06% new 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,293 $224K 0.13% new 13F-HR Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 1,269 $220K 0.15% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,236 $214K <0.01% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 1,214 $211K <0.01% -2,984 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,211 $210K 0.01% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,205 $209K 0.02% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,199 $208K 0.04% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,198 $207K 0.01% new 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,186 $205K 0.06% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,178 $204K 0.02% +32 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,177 $204K 0.03% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,175 $204K 0.02% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,164 $202K <0.01% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,163 $201K 0.01% new 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 1,100 $191K 0.02% -78,200 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,018 $176K 0.01% +31 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 1,007 $174K 0.11% 0 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 977 $169K 0.01% +231 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 976 $169K <0.01% -374 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 973 $168K 0.07% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 905 $157K <0.01% -168 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 905 $157K <0.01% -1,932 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 870 $151K <0.01% 0 13F-HR Timeline