Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 10,164 $822K <0.01% -3,750 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,000 $809K 0.03% +2,137 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,770 $791K 0.01% -825 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,625 $778K 0.05% -91 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 9,617 $777K 0.01% +1,449 13F-HR Timeline Group Sierra Capital LLC More: the full row for Sierra Capital LLC 9,437 $763K 0.07% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 9,309 $752K 0.04% -158 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 9,308 $752K 0.06% -99 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 9,247 $747K 0.52% +895 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 9,150 $740K 0.27% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 9,110 $736K 0.02% -430 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,021 $729K <0.01% +2,050 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 8,800 $711K 0.03% new 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 8,654 $703K 0.36% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8,698 $702K <0.01% -923 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 8,610 $696K 0.04% 0 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 8,392 $678K <0.01% new 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,379 $677K 0.02% -146 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 8,352 $675K 0.19% -3,406 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. 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More: the full row for Geneos Wealth Management Inc. 7,970 $644K 0.01% -1,027 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) 7,839 $634K 0.02% -6,645 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 7,800 $630K <0.01% -28,902 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,699 $622K 0.05% +19 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 7,607 $615K 0.08% +12 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,588 $613K 0.01% -335 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,549 $610K <0.01% +2,037 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,538 $609K <0.01% +831 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 7,520 $608K <0.01% +542 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,419 $600K 0.01% 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 7,385 $597K 0.14% +325 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 7,383 $597K 0.14% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 7,349 $594K 0.03% +60 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 7,331 $592K 0.3% -13 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,295 $590K <0.01% +870 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 7,213 $583K 0.02% +74 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 7,168 $579K 0.05% +3,584 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 6,826 $571K 0.05% +40 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 7,023 $568K 0.07% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 236 $555K 0.06% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,861 $555K 0.01% -38 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 6,843 $553K <0.01% +5,935 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 6,820 $551K 0.02% -378 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,782 $548K 0.04% -174 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 6,769 $547K 0.04% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 6,759 $546K 0.06% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,758 $546K 0.01% -623 13F-HR Timeline Trust Co More: the full row for Trust Co 6,741 $545K 0.05% -314 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,729 $544K 0.01% +220 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 6,704 $542K 0.07% +889 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6,683 $540K 0.02% new 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 6,648 $537K 0.06% -14,653 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 6,589 $533K 0.17% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,584 $532K 0.01% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 6,565 $531K 0.01% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 6,539 $528K 0.06% +750 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 6,521 $527K 0.06% new 13F-HR Timeline Group Caption Management, LLC More: the full row for Caption Management, LLC 6,500 $525K 0.02% -91,500 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,481 $524K 0.01% -30 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. 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More: the full row for CARLSON FINANCIAL, INC. 5,055 $409K 0.21% -97 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 5,036 $407K 0.06% -315 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 5,013 $405K 0.04% +139 13F-HR Timeline Forge Financial Services LLC More: the full row for Forge Financial Services LLC 5,013 $405K 0.03% -227 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,992 $403K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,988 $403K 0.02% +163 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,958 $401K 0.01% +92 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 4,920 $398K 0.1% -242 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 4,766 $385K 0.04% +12 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 4,746 $384K 0.19% -38 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,726 $382K 0.02% 0 13F-HR Timeline Group American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 4,674 $378K 0.05% -1,957 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 4,655 $376K <0.01% -1,475 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,649 $376K <0.01% +363 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 4,565 $369K 0.02% -478 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 4,559 $369K 0.04% new 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 4,548 $368K 0.12% -706 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,555 $368K 0.04% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,555 $368K 0.01% -1,064 13F-HR Timeline Group Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 4,485 $362K 0.1% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,472 $361K <0.01% -587 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 4,433 $358K 0.07% 0 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 4,433 $358K 0.06% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 4,391 $355K <0.01% -1,431 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,384 $354K <0.01% -248 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,376 $354K 0.02% +442 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 4,376 $354K 0.13% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 4,351 $352K 0.18% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,316 $349K 0.23% -22 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 4,250 $343K 0.15% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,218 $341K 0.01% +110 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,214 $341K 0.02% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,209 $340K 0.03% -632 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 4,203 $340K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 4,180 $338K <0.01% +898 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,172 $337K <0.01% -146 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,164 $336K 0.03% -220 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,159 $336K <0.01% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,144 $335K 0.01% -90 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,134 $334K <0.01% +295 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,128 $334K 0.01% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,118 $333K 0.01% -2,156 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 4,081 $330K 0.05% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 4,081 $330K 0.17% -40 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,066 $329K 0.02% +124 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,039 $326K 0.01% -187 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,017 $325K <0.01% +11 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,011 $324K <0.01% +13 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 4,000 $323K 0.19% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,996 $323K <0.01% -75 13F-HR Timeline Group Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 3,995 $323K 0.04% -19,125 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,967 $321K 0.03% -821 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 3,954 $320K 0.09% -124 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,426 $317K 0.01% -245 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,920 $317K 0.02% +570 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 3,900 $315K 0.13% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 3,893 $315K 0.14% -554 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,865 $312K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,865 $312K 0.01% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,854 $311K 0.01% +394 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 3,853 $311K <0.01% new 13F-HR Timeline Group RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 3,823 $309K 0.17% -24 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 3,820 $309K 0.07% -640 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,788 $306K 0.02% +36 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,775 $305K 0.01% -86 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,745 $303K 0.08% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,475 $302K 0.01% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,722 $301K <0.01% +720 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,713 $300K 0.06% -1,371 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,644 $295K <0.01% 0 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,623 $293K <0.01% +2,250 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,604 $291K <0.01% -388 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 3,602 $291K 0.13% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,555 $287K 0.05% -2 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 3,552 $287K 0.23% +137 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 3,527 $285K 0.05% -40 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 3,495 $282K 0.05% -477 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,491 $282K 0.01% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 3,480 $281K 0.05% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,408 $275K 0.03% +65 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 3,352 $271K 0.04% 0 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 3,344 $270K 0.06% new 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 3,305 $267K 0.06% +185 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,297 $266K 0.01% -2 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,290 $266K 0.01% -24 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,264 $264K 0.01% new 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 3,261 $264K 0.04% -105 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,257 $263K 0.01% new 13F-HR Timeline Group FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,248 $263K 0.07% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,197 $258K 0.03% -7 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 3,190 $257K 0.09% new 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 3,148 $254K 0.08% +115 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,146 $253K <0.01% new 13F-HR Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 3,129 $253K 0.12% -20 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,116 $252K 0.03% -375 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,026 $245K 0.02% -5 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,008 $243K 0.01% -456 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,005 $243K 0.04% -149 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 3,161 $243K 0.03% 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 3,000 $242K 0.02% 0 13F-HR Timeline Group Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 3,000 $242K 0.2% 0 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 2,997 $242K 0.05% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,965 $240K 0.02% -4 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,955 $239K 0.1% -60 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 2,946 $238K 0.09% new 13F-HR Timeline