Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,209 $1.52M 0.89% new 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 1,147 $1.51M 0.2% +4 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,147 $1.51M 0.07% 0 13F-HR Timeline Group Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 1,141 $1.51M 0.2% +134 13F-HR Timeline KEYWISE CAPITAL MANAGEMENT (HK) Ltd More: the full row for KEYWISE CAPITAL MANAGEMENT (HK) Ltd 1,140 $1.51M 0.25% new 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 1,140 $1.51M 2.38% +440 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,134 $1.5M 0.38% +90 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 1,128 $1.49M 0.99% +13 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 1,126 $1.49M 0.27% -49 13F-HR Timeline PINNBROOK CAPITAL MANAGEMENT LP More: the full row for PINNBROOK CAPITAL MANAGEMENT LP 1,120 $1.48M 1.21% new 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 1,118 $1.48M 0.43% -36 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,118 $1.48M 0.21% +450 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,108 $1.46M 0.33% +44 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,104 $1.46M 0.19% +135 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,102 $1.46M 0.09% +327 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 1,096 $1.45M 0.53% -14 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 1,094 $1.44M 0.05% new 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 1,092 $1.44M 0.38% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,090 $1.44M 0.13% -1,117 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,087 $1.44M 0.02% +139 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,083 $1.43M 0.06% +450 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,082 $1.43M 0.96% +85 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 1,076 $1.42M 1.1% -1 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,069 $1.41M 0.52% +93 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,067 $1.41M 0.07% +858 13F-HR Timeline MOTCO More: the full row for MOTCO 1,067 $1.41M 0.13% -118 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,049 $1.38M 0.07% +91 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 1,047 $1.38M 0.33% +26 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 1,043 $1.38M 1.25% -181 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 976 $1.38M 0.38% -3 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,040 $1.37M 0.2% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,040 $1.37M 0.08% +1 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,027 $1.36M 0.14% 0 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 1,026 $1.36M 0.08% -431 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,024 $1.35M 0.1% +688 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,023 $1.35M 0.16% -15 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,023 $1.35M 0.01% +143 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 1,023 $1.35M <0.01% +539 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 1,020 $1.35M 0.05% 0 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 1,019 $1.35M 0.71% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,013 $1.34M 0.78% +231 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,013 $1.34M 0.17% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 939 $1.33M 0.37% +103 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 1,008 $1.33M 0.17% -51 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 1,008 $1.33M 0.4% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,006 $1.33M 0.14% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 1,003 $1.32M 0.9% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,027 $1.32M 0.01% -930 13F-HR Timeline Group LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,000 $1.32M 0.05% +50 13F-HR Timeline Holowesko Partners Ltd. More: the full row for Holowesko Partners Ltd. 1,000 $1.32M 0.37% -300 13F-HR Timeline Anson Funds Management LP in group Anson Funds Management LP More: the full row for Anson Funds Management LP 1,000 $1.32M 0.17% new 13F-HR/A Timeline Group Cache Advisors, LLC More: the full row for Cache Advisors, LLC 1,000 $1.32M 0.15% 0 13F-HR Timeline ANB BANK More: the full row for ANB BANK 1,000 $1.32M 0.53% +6 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,000 $1.32M 0.2% -99 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 989 $1.31M 0.04% -54 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 983 $1.3M 0.5% -189 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 976 $1.29M 0.06% +276 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 976 $1.29M 0.16% -195 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 975 $1.29M 1.03% +79 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 971 $1.28M 0.46% -24 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 969 $1.28M 0.1% +87 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 968 $1.28M 0.45% -781 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 967 $1.28M 0.05% -40 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 965 $1.27M 0.17% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 964 $1.27M 0.03% -12 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 962 $1.27M 0.95% -110 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 958 $1.27M 0.3% +3 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 955 $1.26M 0.63% -25 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 952 $1.26M 0.09% +417 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 941 $1.24M 0.02% -443 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 986 $1.24M <0.01% +121 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 935 $1.23M 0.46% -240 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 934 $1.23M 0.12% +44 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 854 $1.23M 0.23% -2 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 924 $1.22M 1.15% 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 923 $1.22M 0.1% -22 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 920 $1.22M 0.35% +135 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 920 $1.22M 0.04% -858 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 916 $1.21M 0.05% +320 13F-HR/A Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 911 $1.2M 0.54% -8 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 911 $1.2M 0.11% +74 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 910 $1.2M 0.5% +79 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 910 $1.2M 0.05% -3,318 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 909 $1.2M 0.46% +19 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 908 $1.2M 0.03% +54 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 908 $1.2M 0.66% +395 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 908 $1.2M 0.18% +42 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 907 $1.2M 0.01% +507 13F-HR Timeline Group FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 899 $1.19M 0.04% +198 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 895 $1.18M 0.11% +456 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 895 $1.18M 0.03% +232 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 894 $1.18M 0.05% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 891 $1.18M 0.03% +195 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 890 $1.18M 0.24% -1 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 885 $1.17M 0.18% -314 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 884 $1.17M 0.2% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 881 $1.16M 0.01% -496 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 879 $1.16M 0.4% -15 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 878 $1.16M 0.12% -300 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 869 $1.15M <0.01% +90 13F-HR Timeline Group Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 863 $1.14M 0.18% +237 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 859 $1.13M 0.17% -17 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 856 $1.13M 0.33% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 853 $1.13M 0.01% -457 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 853 $1.13M 0.02% +94 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 849 $1.12M 0.02% +35 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 845 $1.12M 1% +110 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 770 $1.12M 0.97% -7 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 838 $1.11M 0.52% 0 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 830 $1.1M 0.16% +1 13F-HR/A Timeline First Pacific Financial More: the full row for First Pacific Financial 828 $1.09M 0.14% -4 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 720 $1.09M 0.06% -45 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 821 $1.08M 0.47% -2 13F-HR/A Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 820 $1.08M 0.02% -63 13F-HR Timeline Group 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 818 $1.08M 0.13% -29 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 720 $1.08M 0.32% -3 13F-HR Timeline American Trust More: the full row for American Trust 815 $1.08M 0.1% -513 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 814 $1.08M 0.39% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 810 $1.07M 0.32% +59 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 809 $1.07M 0.02% +10 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 809 $1.07M 0.25% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 806 $1.06M 0.07% -8 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 801 $1.06M 0.01% +48 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 800 $1.06M 0.82% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 800 $1.06M 0.59% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 798 $1.05M 0.1% +783 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 798 $1.05M 0.06% +447 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 793 $1.05M 0.13% +18 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 789 $1.04M 0.06% -129 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 789 $1.04M 0.35% -624 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 788 $1.04M 0.31% -24 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 785 $1.04M 0.07% +163 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 784 $1.04M 0.44% +6 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 781 $1.03M 0.05% -20 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 758 $1.03M 0.07% -54 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 773 $1.02M 0.06% -2 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 773 $1.02M 0.33% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 770 $1.02M 0.08% +150 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 769 $1.01M 0.03% -184 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 767 $1.01M 0.25% -23 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 766 $1.01M 0.28% +23 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 766 $1.01M 0.51% -1,111 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 763 $1.01M 0.59% +16 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 763 $1.01M 0.15% +70 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 761 $1.01M 0.01% +11 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 758 $1M 0.09% +5 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 755 $997K 0.04% -142 13F-HR/A Timeline Teucrium Investment Advisors, LLC More: the full row for Teucrium Investment Advisors, LLC 755 $997K 0.77% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 754 $996K <0.01% +31 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 752 $993K 0.08% -1,000 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,025 $992K 0.45% +12 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 749 $989K 0.3% +66 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 741 $979K 0.06% -138 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 741 $979K 0.22% -20 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 736 $972K 0.02% +78 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 733 $969K 0.12% -374 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 733 $968K 0.12% -20 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 732 $967K 0.11% new 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 732 $967K 0.09% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 730 $964K 0.03% +47 13F-HR Timeline Group AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 730 $964K 0.14% -12 13F-HR Timeline SALT Holding Corp. in group SALT Holding Corp. More: the full row for SALT Holding Corp. 728 $962K 0.59% new 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 725 $958K 0.1% +1 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 725 $958K 0.09% new 13F-HR Timeline Group Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 723 $955K 0.43% -124 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 721 $953K 0.66% -176 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 720 $951K 0.2% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 717 $948K 0.04% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 710 $938K 0.1% -79 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 710 $938K 0.61% +162 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 710 $938K 0.47% 0 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 709 $936K 0.04% new 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 708 $935K 0.13% +5 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 708 $935K 0.58% -4 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 707 $934K 0.06% -664 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 707 $934K 0.11% -15 13F-HR Timeline Investment Insight Wealth Management, L… More: the full row for Investment Insight Wealth Management, LLC 705 $931K 1% +4 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 705 $931K 0.1% +2 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 704 $930K 0.05% +4 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 704 $930K 0.06% -35 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 703 $929K 0.25% -2,410 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 703 $929K 0.4% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 700 $925K 0.35% +28 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 700 $925K 0.13% 0 13F-HR Timeline Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 700 $925K 0.82% 0 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 707 $922K 0.35% +309 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 698 $922K 0.28% -137 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 696 $920K 0.01% +166 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 694 $917K 0.21% -1,151 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 692 $914K 0.03% +67 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 691 $913K 0.12% +45 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 690 $911K 0.02% +460 13F-HR Timeline Group Investment Research Partners LLC More: the full row for Investment Research Partners LLC 689 $910K 0.37% +28 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 688 $909K 0.03% +12 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 682 $901K 0.72% -30 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 680 $898K 0.52% 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 679 $897K 0.01% +241 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 679 $897K 0.05% +1 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 676 $893K 0.87% +43 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 675 $892K 0.54% -47 13F-HR Timeline