Claro Advisors Inc. More: the full row for Claro Advisors Inc. 11,801 $1.2M 0.16% +1,384 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 11,729 $1.2M 0.05% -712 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,727 $1.2M 0.04% -9,073 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 11,535 $1.18M 0.1% -86 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 11,265 $1.15M 0.07% +1,738 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 11,185 $1.14M 0.97% +238 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 11,183 $1.14M 0.01% +982 13F-HR Timeline Group REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 11,134 $1.14M 1.72% +5 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 11,080 $1.13M 0.09% -450 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 10,864 $1.11M 0.29% -314 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,777 $1.1M 0.02% -163 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 10,750 $1.1M 0.59% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 10,670 $1.09M 0.12% -4,157 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,611 $1.08M 0.03% -993 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 9,933 $1.08M 0.09% +142 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 10,564 $1.08M 0.66% 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 10,409 $1.06M <0.01% +121 13F-HR Timeline Group Strategic Advisors LLC More: the full row for Strategic Advisors LLC 10,313 $1.05M 0.16% -416 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 10,268 $1.05M 0.71% -1,066 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,254 $1.05M <0.01% new 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 10,225 $1.04M 0.02% -205 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 10,156 $1.04M 0.39% -801 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 9,958 $1.02M 1.01% 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 9,933 $1.01M 0.02% -744 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 9,828 $1M <0.01% -506 13F-HR Timeline Group Convergence Financial, LLC More: the full row for Convergence Financial, LLC 9,790 $998K 0.15% -74 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 9,761 $995K 0.53% +36 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 8,633 $995K 0.42% -444 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 9,752 $995K 0.25% 0 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 9,683 $987K 0.85% 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,639 $983K <0.01% +1,707 13F-HR Timeline Group Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 9,457 $965K 0.43% -59 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 8,509 $965K 0.16% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 9,349 $953K 0.04% -61 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 9,195 $938K 0.36% -200 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 9,156 $934K 0.1% -1,080 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 9,016 $919K 0.05% -252 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 8,998 $918K 0.15% +854 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 8,961 $914K 0.1% +615 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 8,953 $913K 0.75% 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 8,946 $912K <0.01% -51,906 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 8,769 $894K 0.45% -8,836 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,591 $876K 0.02% +613 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 8,515 $868K 0.1% +2,321 13F-HR Timeline CROSSPOINT FINANCIAL, LLC More: the full row for CROSSPOINT FINANCIAL, LLC 8,396 $856K 2.02% +1,052 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 8,293 $846K 0.04% +24 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 8,290 $845K 0.11% +5,616 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 8,258 $842K 0.82% 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 8,203 $837K 0.35% +25 13F-HR Timeline Facet Wealth, Inc. 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More: the full row for Nova R Wealth, Inc. 8,016 $817K 0.3% -2,699 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 7,990 $815K 0.55% -334 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 7,974 $813K <0.01% +1,144 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,888 $804K 0.08% +1,359 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 7,818 $797K <0.01% +3,395 13F-HR Timeline Group NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 7,818 $797K 0.03% -2,229 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 7,788 $794K 0.57% +2,443 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 7,761 $792K 0.01% 13F-HR/A Timeline Group Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 7,762 $792K 0.23% -215 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,685 $784K 0.06% +255 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 7,678 $783K 0.8% 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 7,575 $773K 0.05% +468 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 7,518 $767K 0.55% 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 7,425 $757K 0.51% +551 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 7,379 $753K 0.39% +371 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 7,376 $752K 0.32% -119 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 7,375 $752K 0.26% -330 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 7,367 $751K 0.1% +3,767 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 7,300 $744K 0.38% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. 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More: the full row for Whitaker-Myers Wealth Managers, LTD. 6,411 $654K 0.14% -2,307 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 6,383 $651K 0.31% 0 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 6,371 $650K <0.01% new 13F-HR Timeline Group Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 6,250 $637K 0.03% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 6,173 $630K 0.23% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,298 $627K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,064 $618K 0.05% +1,008 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 6,024 $614K 0.53% -6 13F-HR Timeline BFI Wealth Solutions, LLC More: the full row for BFI Wealth Solutions, LLC 6,000 $612K 0.58% 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 5,976 $609K 0.34% 0 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 5,968 $609K 0.07% +236 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,916 $603K 0.03% new 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 5,816 $593K 0.49% +36 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 5,536 $592K 0.13% +1,170 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,796 $591K 0.04% -197 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 5,763 $588K 0.19% -49,672 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 5,386 $587K 0.18% -147 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,751 $586K <0.01% +16 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,741 $585K 0.01% 0 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 5,739 $585K 0.35% +449 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 5,735 $585K 0.25% +220 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 5,733 $585K 0.04% 0 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 5,166 $578K 0.35% +367 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 5,629 $574K 0.05% -74 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,619 $573K <0.01% +684 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 5,619 $573K 0.03% +1,072 13F-HR Timeline D'Orazio & Associates, Inc. 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More: the full row for NWF Advisory Services Inc. 5,524 $563K 0.06% -1,591 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,518 $563K 0.05% -157 13F-HR Timeline Group GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 5,419 $553K 0.44% 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 5,394 $550K 0.02% new 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 5,380 $549K 0.22% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,313 $542K 0.02% +1,451 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 5,305 $541K 0.19% -218 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 5,303 $541K <0.01% +56 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 5,160 $526K 0.46% 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 5,159 $526K 0.16% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,154 $526K 0.01% +1,454 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,046 $515K 0.18% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 5,022 $512K 0.35% +18 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,019 $512K <0.01% 0 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 4,980 $508K 0.02% -1,150 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 4,934 $503K 0.15% 0 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 4,913 $501K 0.52% 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,901 $500K 0.01% 0 13F-HR Timeline Group CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,900 $500K 0.08% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,884 $498K 0.02% -415 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 4,860 $496K 0.07% +705 13F-HR Timeline Group ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 4,854 $495K 0.14% +1,500 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 4,756 $485K 0.46% 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,755 $485K 0.01% new 13F-HR Timeline Group Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,718 $481K 0.14% -206 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 4,715 $481K 0.28% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,697 $479K 0.05% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,666 $476K 0.07% 0 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 4,665 $476K 0.24% -609 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,650 $474K <0.01% +959 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,635 $473K 0.14% -160 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,586 $468K 0.01% -579 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 4,539 $463K 0.23% +83 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,518 $461K 0.06% -3 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 4,405 $449K 0.04% 0 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 4,350 $444K 0.07% +48 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,347 $443K 0.03% +1 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 4,270 $435K 0.31% -2 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 4,221 $430K <0.01% +1,912 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 4,210 $429K 0.29% -700 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 4,188 $427K 0.27% -1,231 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,119 $420K 0.01% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,066 $415K 0.03% +7 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 4,015 $409K 0.21% -337 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 3,984 $406K 0.07% -592 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,921 $400K 0.04% +324 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 3,911 $399K 0.2% +236 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,905 $398K 0.14% +15 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,828 $395K 0.02% new 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,842 $392K 0.08% +1,197 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,831 $391K 0.05% +14 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 3,981 $389K 0.14% -3,040 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,815 $389K <0.01% -816 13F-HR Timeline Group BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 3,791 $386K 0.13% 0 13F-HR Timeline STEWARDSHIP CONCEPTS FINANCIAL SERVICES… More: the full row for STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 3,704 $378K 0.32% 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 3,701 $377K 0.26% -7 13F-HR Timeline Valmark Advisers, Inc. 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DAVIDSON & CO. 3,501 $357K <0.01% new 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 3,479 $355K 0.09% +203 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 3,477 $355K 0.29% 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 3,396 $346K 0.08% -1 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,393 $346K 0.08% new 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 3,303 $337K 0.13% -301 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,211 $327K 0.08% +361 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,208 $327K 0.05% -347 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 3,199 $326K 0.13% +83 13F-HR Timeline Newman Dignan & Sheerar, Inc. 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