Zweig-DiMenna Associates LLC More: the full row for Zweig-DiMenna Associates LLC 2,623 $1.82M 0.15% -5,250 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,610 $1.81M 0.06% new 13F-HR Timeline SoundStone Italy S.r.l. More: the full row for SoundStone Italy S.r.l. 2,600 $1.8M 0.99% new 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 2,596 $1.8M 0.5% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,580 $1.79M 0.08% -779 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,575 $1.78M 0.21% +204 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,570 $1.78M 0.36% new 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 2,566 $1.78M 0.55% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,554 $1.77M 0.18% -394 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,550 $1.77M 0.04% +79 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 2,544 $1.76M 0.08% -33 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,538 $1.76M 0.26% new 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 2,536 $1.76M 0.46% new 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 2,528 $1.75M 0.01% +591 13F-HR Timeline Group SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 2,509 $1.74M 0.83% +39 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,506 $1.74M 0.11% +1,497 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,499 $1.73M 0.48% new 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 2,498 $1.73M 1.12% +140 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,489 $1.73M 0.2% -522 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,473 $1.71M 0.33% -233 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,468 $1.71M 0.04% +65 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,468 $1.71M 0.08% +178 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 2,425 $1.68M 0.24% +18 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 2,405 $1.67M 0.09% +1,867 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 2,400 $1.66M 0.52% new 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,392 $1.66M 0.46% +195 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 2,387 $1.65M 0.89% +553 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 2,364 $1.64M 0.64% +149 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 2,363 $1.64M 0.37% +207 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,357 $1.63M 0.18% +1,063 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,354 $1.63M 0.06% new 13F-HR/A Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,351 $1.63M 0.36% -33 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,342 $1.62M 0.16% -108 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,334 $1.62M 0.01% -140 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,322 $1.61M 0.27% +982 13F-HR/A Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,316 $1.61M 0.01% +48 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 2,297 $1.59M 1.89% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,274 $1.58M 0.07% -39 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,264 $1.57M 0.02% -278 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,089 $1.57M 0.05% +463 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,250 $1.56M 0.12% +73 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 2,163 $1.55M 0.39% -149 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,212 $1.53M 0.11% +542 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,204 $1.53M 0.28% +32 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,203 $1.53M 0.06% +1,124 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 2,200 $1.52M 0.22% 13F-HR Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,198 $1.52M 0.07% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,190 $1.52M 0.03% +464 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 2,187 $1.52M 0.13% -3,498 13F-HR Timeline Avitas Wealth Management LLC More: the full row for Avitas Wealth Management LLC 2,174 $1.51M 0.21% -3 13F-HR Timeline Stephens Investment Management Group LLC group of 2 filers holding More: the full row for Stephens Investment Management Group LLC 2,160 $1.5M -360 Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,159 $1.5M 0.23% +1,489 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 2,152 $1.49M 0.24% -114 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,143 $1.49M 0.02% +1,505 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 2,138 $1.48M 0.05% +426 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 2,130 $1.48M 0.01% -1,073 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,128 $1.48M 0.04% +868 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,127 $1.47M 0.02% -1,281 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 2,114 $1.47M 0.37% +688 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,105 $1.46M 0.09% -44 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,104 $1.46M 0.15% 0 13F-HR/A Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,094 $1.45M 0.12% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,922 $1.45M 0.27% -63 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,074 $1.44M 0.03% +298 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,054 $1.42M 0.13% -366 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,053 $1.42M 0.17% -208 13F-HR Timeline Taylor Frigon Capital Management LLC More: the full row for Taylor Frigon Capital Management LLC 2,049 $1.42M 0.72% -8 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 2,043 $1.42M 0.18% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,043 $1.42M 0.13% +160 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 2,031 $1.41M 0.81% +1,391 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,029 $1.41M 0.02% -74,751 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,024 $1.4M 0.06% -2 13F-HR Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,995 $1.38M 0.72% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,995 $1.38M 0.12% +77 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,982 $1.37M 0.37% +487 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,976 $1.37M 0.11% +368 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,971 $1.37M 0.1% +217 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,969 $1.36M 0.21% new 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 1,960 $1.36M 0.79% new 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 1,968 $1.36M 0.81% -2,209 13F-HR Timeline Group Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 1,966 $1.36M 0.26% new 13F-HR Timeline CIBC WORLD MARKETS CORP More: the full row for CIBC WORLD MARKETS CORP 1,965 $1.36M 0.01% -100 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 1,959 $1.36M 1.51% +1,640 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 1,950 $1.35M 0.08% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,927 $1.34M 0.19% +5 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,917 $1.33M 0.03% +58 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 1,903 $1.32M 0.38% 0 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 1,899 $1.32M 0.21% new 13F-HR Timeline Group Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 1,893 $1.31M 0.54% +1,078 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,890 $1.31M 0.02% 0 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,891 $1.31M 0.04% -137 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,889 $1.31M 0.01% -374 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 1,859 $1.29M 1.03% -795 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,852 $1.28M 0.04% -194 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,850 $1.28M 0.17% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,849 $1.28M 0.07% +47 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 1,762 $1.28M 0.5% +28 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 1,846 $1.28M 0.4% +525 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,843 $1.28M 0.05% +50 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,840 $1.28M 0.19% -503 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,830 $1.27M 0.05% +123 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,828 $1.27M 0.06% +328 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 1,819 $1.26M 0.91% -182 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,816 $1.26M 0.09% -39 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,793 $1.25M 0.13% +1,063 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,798 $1.25M 0.12% -111 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,796 $1.24M 0.38% +91 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 1,788 $1.24M 0.68% +631 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 1,787 $1.24M 1.21% 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,781 $1.23M 0.3% +139 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,761 $1.22M 0.15% +87 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,730 $1.2M 0.05% +17 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,717 $1.19M 0.4% +71 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,711 $1.19M 0.09% +623 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 1,707 $1.18M 0.09% +76 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 1,700 $1.18M 1.46% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,694 $1.17M 0.15% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,692 $1.17M 0.04% -164 13F-HR Timeline Group Henshaw Capital LLC More: the full row for Henshaw Capital LLC 1,687 $1.17M 0.05% +1,356 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 1,682 $1.17M 0.16% +183 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,678 $1.16M 0.07% +315 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 1,667 $1.16M 0.74% +924 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,661 $1.15M 0.02% +1,252 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,628 $1.13M 0.17% +513 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,617 $1.13M 0.08% +213 13F-HR/A Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,618 $1.12M 0.22% +215 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 1,611 $1.12M 0.3% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,607 $1.11M 0.1% +232 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 1,605 $1.11M 0.66% -3,367 13F-HR Timeline MIRAE ASSET SECURITIES (USA) INC. More: the full row for MIRAE ASSET SECURITIES (USA) INC. 1,604 $1.11M 0.05% -14,242 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,600 $1.11M 0.12% 0 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 1,594 $1.1M 1.05% 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 1,589 $1.1M 0.14% +130 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 1,584 $1.1M 0.17% +140 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,565 $1.08M 0.01% +128 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,559 $1.08M 0.09% new 13F-HR Timeline Group Congress Park Capital LLC More: the full row for Congress Park Capital LLC 1,556 $1.08M 0.39% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,555 $1.08M 0.04% +17 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 1,540 $1.07M 0.37% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,536 $1.06M 0.07% +328 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,532 $1.06M 0.04% -15 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,528 $1.06M 0.71% -18 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,164 $1.05M 0.06% +46 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,517 $1.05M 0.03% +147 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,492 $1.05M 0.15% +344 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,506 $1.04M 0.96% 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,504 $1.04M 0.22% +313 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,503 $1.04M 0.01% -986 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 1,492 $1.03M 0.11% -28 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,474 $1.02M 0.47% -348 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 1,474 $1.02M 0.24% +347 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,467 $1.02M +37 Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 1,462 $1.01M 0.01% -6,694 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,460 $1.01M 0.15% 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,459 $1.01M 0.15% +390 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,459 $1.01M 0.05% -1,700 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,455 $1.01M 0.02% -1,487 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 1,442 $1M 0.01% -98 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,435 $995K 0.03% +688 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,432 $993K 0.02% +871 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 1,430 $991K 0.4% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,290 $989K 0.01% +181 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,424 $987K 0.02% +1,156 13F-HR Timeline Group STF Management LP More: the full row for STF Management LP 1,422 $986K 0.44% +85 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,416 $982K 0.02% -6,695 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,412 $979K 0.07% +155 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,405 $974K 0.05% -242 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 1,402 $972K 0.14% +580 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 1,400 $970K 0.19% 0 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 1,395 $967K 0.23% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,394 $966K 0.03% 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 1,383 $959K 0.42% +323 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,277 $950K 0.03% -34 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,369 $949K 0.21% +11 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 1,362 $944K 0.17% -4 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,362 $944K 0.02% +502 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,361 $943K 0.12% -2,896 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,357 $941K 0.08% +27 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,348 $934K 0.08% -272 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,343 $931K 0.08% +100 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,340 $929K 0.05% -34 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 1,339 $928K 0.43% +54 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,339 $928K 0.14% -6 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 1,331 $923K 0.43% +15 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 1,330 $922K 0.67% +55 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,322 $916K 0.24% +784 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 1,318 $913K 0.39% new 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 1,311 $909K 0.5% +664 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,311 $909K 0.11% -43 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,304 $904K 0.03% +136 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 1,300 $901K 0.01% -600 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,298 $900K 0.04% -298 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,297 $899K 0.31% -8 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,214 $897K 0.05% +98 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 1,288 $893K 0.14% -22 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 1,288 $893K 0.59% +23 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,282 $889K 0.23% +32 13F-HR Timeline MOTCO More: the full row for MOTCO 1,280 $887K 0.09% +13 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,280 $887K 0.08% +850 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 1,275 $884K <0.01% new 13F-HR Timeline Group