Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 6,666 $1.26M 0.24% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,665 $1.26M 0.01% -124 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,659 $1.26M 0.09% -817 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,755 $1.26M 0.01% -42 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,632 $1.25M 0.01% +2,767 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,562 $1.24M 0.05% -105 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 6,543 $1.24M 0.07% +2,717 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 6,725 $1.23M 0.15% +967 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 6,470 $1.23M 0.01% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 7,238 $1.23M 0.26% +210 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 6,545 $1.22M 0.08% -15 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,410 $1.22M 0.02% +3,488 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,357 $1.21M 0.02% +283 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,353 $1.2M 0.03% +246 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,342 $1.2M 0.1% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,327 $1.2M 0.07% -1,106 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,312 $1.2M 0.02% +1,116 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,227 $1.18M 0.08% new 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 6,226 $1.18M 1.12% 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 6,171 $1.17M 0.11% +910 13F-HR Timeline Group Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 6,683 $1.16M 0.16% +2,579 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 6,076 $1.15M 0.02% new 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 6,040 $1.15M 0.01% +1,250 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 6,092 $1.14M 0.02% new 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 6,000 $1.14M 0.08% -3,500 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 6,000 $1.14M 0.44% 0 13F-HR Timeline Lionhunter Capital Management, LLC More: the full row for Lionhunter Capital Management, LLC 6,000 $1.14M 0.51% 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 5,983 $1.13M 0.03% +4,151 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 5,971 $1.13M 0.07% new 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 6,063 $1.13M 0.72% +936 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 5,968 $1.13M 0.53% +640 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 5,942 $1.13M 0.15% +80 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 5,916 $1.12M 0.11% -93 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,892 $1.12M 0.02% new 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 5,880 $1.11M 0.04% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 5,872 $1.11M 0.01% new 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 5,848 $1.11M 0.1% -96 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 5,841 $1.11M 0.11% +51 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 5,802 $1.1M 0.04% -25,169 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 5,861 $1.1M 0.01% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,778 $1.1M 0.02% +54 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 5,776 $1.1M 0.11% new 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 5,753 $1.09M 0.2% -171 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 5,605 $1.08M 0.8% -6 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,750 $1.08M 0.02% -3,256 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 5,635 $1.07M 0.02% -18,286 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,682 $1.06M <0.01% -246 13F-HR Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 5,676 $1.06M 0.04% +2,793 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 5,592 $1.06M 0.16% -325 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 5,545 $1.05M <0.01% -752 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 5,513 $1.05M 0.01% -13,917 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 5,388 $1.02M 0.32% +26 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 5,376 $1.02M 0.06% -44,106 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 5,389 $1.02M 0.2% +9 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 5,435 $1.02M 0.08% -402 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 5,336 $1.01M 0.17% -80 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 5,313 $1.01M 0.19% new 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 5,305 $1.01M +870 Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,303 $1.01M 0.01% -384 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 5,367 $1M 0.18% new 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 5,277 $1M 0.74% -4,414 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 5,258 $997K 0.05% -284 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,254 $996K 0.05% -1,390 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,241 $994K 0.09% -1,099 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 5,268 $986K 0.02% -16 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,179 $982K 0.1% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 5,104 $968K 0.05% -100 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 5,015 $951K 0.01% -241 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,927 $934K 0.04% -345 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 4,923 $933K 0.14% 0 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 4,858 $921K 0.04% new 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 4,854 $920K 0.23% -1,738 13F-HR/A Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,845 $919K 0.04% -145 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,838 $917K 0.01% +4,800 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,762 $903K 0.03% +2,088 13F-HR Timeline DCF Advisers, LLC More: the full row for DCF Advisers, LLC 4,750 $901K 0.24% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,741 $899K 0.05% +22 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 4,728 $897K <0.01% -3,285 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,202 $893K 0.02% -636 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,702 $892K 0.01% -624 13F-HR Timeline Group Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,699 $884K 0.07% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,654 $882K 0.04% -227 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,594 $877K 0.05% +464 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 4,601 $872K 0.16% +95 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,595 $870K 0.02% -92 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 4,550 $863K 0.66% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,537 $860K 0.18% +69 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,535 $860K 0.03% +861 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,508 $855K 0.02% +50 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,495 $852K 0.42% +411 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,469 $847K 0.01% +147 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 4,522 $846K 0.27% -1,049 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 4,458 $845K 0.14% -3 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 4,456 $845K 0.23% -155 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 4,486 $839K 0.16% -75 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,421 $838K 0.09% +192 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 4,415 $837K 0.21% new 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 4,386 $832K 0.1% +55 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 4,346 $824K 0.01% +396 13F-HR/A Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 4,342 $823K 0.13% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 4,338 $823K 0.11% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,299 $815K 0.01% +726 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,292 $814K 0.02% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,287 $813K 0.01% +114 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,257 $807K 0.04% -1,430 13F-HR Timeline BRITISH COLUMBIA INVESTMENT MANAGEMENT … More: the full row for BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 4,312 $806K 0.01% -139,552 13F-HR Timeline LDIC Inc. More: the full row for LDIC Inc. 4,212 $799K 0.5% 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 4,208 $798K -56,787 Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,201 $797K 0.01% +290 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,202 $796K 0.04% -30 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 4,153 $787K 0.11% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,146 $786K 0.01% +2,970 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 4,187 $783K 0.13% -37 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,201 $781K 0.04% 0 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 4,104 $778K 0.54% +138 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 4,058 $769K 0.24% +2,822 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 4,043 $767K 0.03% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 4,027 $764K 0.01% +2,103 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,026 $763K 0.18% -1,488 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,440 $763K 0.07% +30 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 4,009 $760K 0.24% +6 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 4,006 $760K 0.21% +66 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 4,000 $758K 0.14% 0 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 3,976 $754K 0.13% 0 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 3,967 $752K <0.01% 0 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 4,006 $749K 0.64% new 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 3,930 $745K 0.12% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,909 $741K 0.01% +42 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,851 $730K 0.01% +231 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 3,850 $730K 0.25% -18 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,836 $727K 0.06% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,863 $727K 0.24% +128 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 3,826 $725K 0.1% 0 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 3,813 $723K 0.4% -939 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 3,788 $718K 0.22% -766 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,773 $715K 0.09% +505 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 3,750 $711K 0.18% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,738 $709K 0.04% new 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 3,709 $703K 0.28% -493 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 3,705 $703K 0.06% new 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 3,706 $703K 0.58% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,442 $702K 0.04% -173 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,650 $692K 0.14% +900 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,637 $690K 0.08% +281 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 3,619 $686K 0.33% -25 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,611 $685K 0.03% -15 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,599 $682K 0.03% -1,599 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 3,589 $681K 0.12% -600 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 3,569 $677K <0.01% -2,119 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,608 $676K 0.01% +940 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 3,602 $674K 0.3% +45 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 3,539 $671K 0.17% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,744 $668K 0.02% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,524 $668K 0.03% -1,077 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,554 $665K <0.01% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,506 $665K 0.01% +388 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,504 $664K 0.07% -3,456 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,499 $663K 0.02% -101 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,495 $662K 0.05% -820 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,484 $661K 0.02% -110 13F-HR/A Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,478 $659K 0.13% -73 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,475 $659K 0.05% -216 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 3,475 $659K 0.43% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,467 $657K 0.02% -257 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,462 $657K 0.01% +123 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,458 $656K 0.03% -815 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,434 $651K 0.01% new 13F-HR Timeline Group S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 3,425 $649K 0.5% +145 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,416 $648K 0.22% -1 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,005 $647K 0.01% -12 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,406 $646K 0.01% -333 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 3,899 $641K 0.03% +708 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,357 $637K 0.02% +16 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,371 $636K 0.01% new 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,336 $633K 0.04% +101 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 3,334 $632K 0.21% +37 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,325 $630K 0.02% -365 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 3,302 $626K 0.01% -9,937 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 3,332 $623K 0.06% -153 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 3,280 $622K 0.14% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,264 $619K 0.05% +89 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,256 $617K 0.01% +93 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,250 $616K 0.01% -117 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 3,235 $613K 0.01% -6,072 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,229 $612K 0.18% -3,891 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,262 $610K 0.05% -200 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 3,218 $610K 0.41% +633 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,203 $607K 0.02% +151 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,152 $598K 0.04% +190 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,113 $590K 0.01% +562 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,110 $590K 0.07% +330 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 3,092 $583K 0.16% +246 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 3,070 $582K 0.21% +306 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,059 $580K 0.26% 0 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 3,057 $580K 0.37% -253 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,042 $577K 0.03% +214 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,036 $576K 0.01% +18 13F-HR Timeline Group denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,060 $572K 0.19% +532 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,012 $571K 0.21% -122 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,006 $570K 0.1% -3,665 13F-HR Timeline