ParaFi Capital LP More: the full row for ParaFi Capital LP 1,700,000 $54.2M 19.37% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,381,854 $44M 0.01% +362,237 13F-HR Timeline Group Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 1,145,512 $36.5M 0.19% -1,140,000 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 937,917 $29.9M 1.87% +3,670 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 907,760 $28.9M 0.01% -21,126 13F-HR Timeline Group KALEIDOSCOPE CAPITAL LP More: the full row for KALEIDOSCOPE CAPITAL LP 598,360 $19.1M 7.05% +21,149 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 495,604 $15.8M 0.18% +330,218 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 421,020 $13.4M 0.01% new 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 367,124 $11.7M 0.01% -605,725 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 348,733 $11.1M 0.02% +46,573 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 336,325 $10.7M 0.66% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 336,325 $10.7M 0.89% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 329,963 $10.5M 0.75% +26,789 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 323,226 $10.3M 0.73% +304,392 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 315,545 $10.1M <0.01% +98,638 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 304,155 $9.69M 0.62% +55,195 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 299,597 $9.55M 1.59% +117,411 13F-HR/A Timeline Refined Wealth Management More: the full row for Refined Wealth Management 251,344 $8.01M 4.83% +5,651 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 249,044 $7.93M 1.52% -7,157 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 247,167 $7.87M 1.7% +42,373 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 239,200 $7.83M 0.69% +61,224 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 234,709 $7.48M <0.01% -220,922 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 231,959 $7.39M 0.06% +7,266 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 185,282 $5.9M 0.19% +137,162 13F-HR Timeline Group IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 180,979 $5.77M 0.05% -40,374 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 174,041 $5.54M 0.03% -16,576 13F-HR Timeline Avenir Tech Ltd More: the full row for Avenir Tech Ltd 173,163 $5.52M 0.9% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 167,659 $5.34M 0.51% +26,738 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 167,510 $5.34M 0.01% -9,701 13F-HR/A Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 165,096 $5.26M 0.61% -13,645 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 155,362 $4.95M 2.45% +19,658 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 153,810 $4.9M 4.11% -14,458 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 152,856 $4.87M 0.84% +9,094 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 140,837 $4.49M 2.33% +4,567 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 134,567 $4.29M 0.03% 0 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 126,592 $4.03M <0.01% -466,006 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 121,306 $3.86M 0.04% +11,012 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 121,283 $3.86M <0.01% +5,859 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 120,895 $3.85M 0.01% +22,414 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 118,044 $3.76M 0.02% -38,639 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 116,988 $3.73M 0.03% +109,118 13F-HR Timeline Group MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 114,940 $3.66M 0.02% +28,056 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 114,140 $3.64M 0.06% +29,558 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 111,973 $3.57M 0.14% +451 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 111,395 $3.55M 0.78% -1,768 13F-HR/A Timeline Betterment LLC More: the full row for Betterment LLC 111,402 $3.55M 0.01% +2,107 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 98,102 $3.13M 0.6% +564 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 97,133 $3.09M <0.01% new 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 88,276 $3.06M 0.01% -24,501 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 96,018 $3.06M 2.14% +3,509 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 92,895 $2.96M <0.01% -19,656 13F-HR Timeline Group Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 92,543 $2.95M 1.45% +13,267 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 83,840 $2.67M 0.15% -6,286 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 78,888 $2.51M <0.01% new 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 78,459 $2.5M 0.03% +1,766 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 76,459 $2.44M 0.5% +2,290 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 76,381 $2.43M <0.01% -2,383 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 75,728 $2.41M 0.64% +5,538 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 71,393 $2.27M 0.9% +938 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 70,826 $2.26M 0.01% +12,080 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 68,226 $2.17M <0.01% -5,561 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 65,712 $2.15M <0.01% +17,454 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 65,364 $2.08M 0.5% -2,703 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 63,129 $2.01M 0.07% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 61,918 $1.97M 0.27% +18,297 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 59,252 $1.89M <0.01% -2,478 13F-HR Timeline Group Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 58,857 $1.88M 0.06% +1,505 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 56,730 $1.81M 0.03% +8,618 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 56,641 $1.8M 0.02% -3,854 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 51,990 $1.66M <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 51,827 $1.65M 0.17% new 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 50,502 $1.61M 0.13% 0 13F-HR Timeline Group Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 50,192 $1.6M 0.48% +12,139 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 45,643 $1.45M 0.01% +20,101 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 45,568 $1.45M 1.07% -8,052 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 37,758 $1.33M +8,150 Timeline Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 41,717 $1.33M 1.07% -3,139 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 41,189 $1.31M 0.01% -6,257 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 39,943 $1.27M <0.01% +18,070 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 36,381 $1.16M 0.07% +9,966 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 36,124 $1.15M 0.26% +933 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 35,652 $1.14M 0.43% -5,501 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 35,165 $1.12M 0.31% -2,204 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 34,595 $1.1M 0.11% -11,119 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 34,105 $1.09M 0.11% -2,954 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 33,551 $1.07M 0.01% +62 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 33,202 $1.06M 0.05% +9,464 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 33,154 $1.06M 0.08% +1,120 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 32,586 $1.04M 0.25% +4,604 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 32,086 $1.02M 0.02% +40 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 28,516 $909K 0.02% +7,345 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 28,491 $908K 0.58% +461 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 28,488 $908K 0.21% new 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 28,213 $899K 0.14% +5,244 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 28,153 $897K 0.1% -11,762 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 27,855 $887K 0.01% +6,292 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 27,274 $869K 0.11% +5,966 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 26,644 $849K 0.01% +1,245 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 26,181 $834K 0.04% +4,357 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 25,561 $814K 0.38% -88 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 24,489 $780K 0.13% +631 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 24,434 $778K 0.01% 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 24,272 $775K <0.01% +93 13F-HR Timeline Group PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 23,631 $753K 0.5% +1,244 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 23,611 $752K 0.01% -101 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 23,540 $750K 0.05% -7,401 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 19,759 $727K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 22,748 $725K <0.01% +19,164 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 22,743 $725K 0.15% +5,384 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 22,616 $721K 0.01% +681 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 22,240 $709K 0.35% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 22,140 $705K 0.06% -90 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 21,849 $696K 0.02% -634 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 20,616 $657K 0.08% -8,028 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 20,495 $653K 0.55% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 20,436 $651K 0.01% -411 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 20,300 $647K 0.02% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 19,774 $630K 0.04% 0 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 19,617 $625K 0.13% -2,064 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 18,925 $603K 0.06% +75 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 18,912 $603K 0.2% -7,031 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 18,750 $597K 0.1% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 17,675 $563K 0.05% -300 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 17,516 $558K 0.46% +5,027 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 17,161 $547K 0.13% -3,896 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 16,737 $533K 0.23% +1,104 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 16,561 $528K <0.01% +2,551 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 16,500 $526K 0.36% +1,378 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 15,507 $524K 0.12% +6,780 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 16,069 $512K 0.01% -26,262 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 15,838 $505K 0.02% -1,668 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 15,712 $501K 0.1% +166 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 15,672 $499K 0.01% -18,675 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 15,579 $496K 0.19% +386 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 15,542 $495K <0.01% +740 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 15,351 $489K 0.25% -2,321 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 15,030 $479K 0.01% +1,185 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 14,940 $476K <0.01% -2,628 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 14,879 $474K 0.06% +177 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 14,837 $473K 0.02% +1,771 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 14,788 $471K <0.01% -35 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 14,485 $461K <0.01% 0 13F-HR Timeline Group Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 14,189 $452K 0.07% +1,261 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 14,160 $451K <0.01% -163 13F-HR Timeline Group Appalachian Capital Management Ltd More: the full row for Appalachian Capital Management Ltd 13,737 $438K 0.32% +5,350 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 13,517 $431K 0.05% +125 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 13,291 $423K 0.01% +1,765 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 13,160 $419K 0.03% -6,954 13F-HR/A Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 12,998 $414K 0.01% -150 13F-HR Timeline Group Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 12,719 $405K 0.18% +150 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 12,221 $389K 0.23% +53 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 12,218 $389K <0.01% +1,937 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 12,064 $384K 0.01% +1,038 13F-HR Timeline Group ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 11,588 $369K 0.07% +404 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 11,405 $363K 0.05% +3,092 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 11,000 $350K 0.02% -11,000 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 10,861 $346K <0.01% new 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 10,677 $340K 0.09% -359 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 10,638 $339K <0.01% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 10,637 $339K 0.01% -12,515 13F-HR Timeline Group Daviman Financial, LLC More: the full row for Daviman Financial, LLC 10,622 $338K 0.19% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 10,424 $332K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 10,407 $332K 0.01% +2,559 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,377 $331K <0.01% +3,115 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 10,148 $323K <0.01% -63 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 8,646 $318K 0.01% new 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 9,980 $318K 0.08% +3,312 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 9,935 $317K 0.09% +1,518 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 9,819 $313K 0.17% -5,670 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 9,817 $313K 0.01% -1,928 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 9,783 $312K 0.02% +1,296 13F-HR/A Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 9,738 $310K 0.02% 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 9,545 $304K 0.18% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 9,228 $294K 0.03% -793 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,118 $290K <0.01% +1,898 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 9,005 $287K <0.01% +474 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 8,883 $283K <0.01% -17 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,786 $280K <0.01% -607 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 8,723 $278K 0.02% -284 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 8,301 $264K 0.14% +325 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 8,282 $264K 0.04% -305 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 8,020 $256K 0.01% +1,220 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 7,967 $254K 0.03% -521 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 7,954 $253K 0.01% -1,747 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,896 $252K 0.02% -305 13F-HR Timeline Group Weaver Consulting Group More: the full row for Weaver Consulting Group 7,885 $251K 0.05% -5,171 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 7,867 $251K 0.04% -403 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 7,855 $250K 0.03% +915 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 7,852 $250K 0.01% -237 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 7,664 $244K <0.01% 0 13F-HR Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 7,602 $242K 0.04% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,461 $238K <0.01% -877 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 7,289 $232K 0.13% -1,193 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 7,281 $232K 0.08% -2,151 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,133 $227K <0.01% +1,688 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 7,091 $226K 0.02% +2 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 7,044 $224K <0.01% new 13F-HR/A Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,013 $223K 0.01% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,012 $223K <0.01% +82 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 6,862 $219K <0.01% 0 13F-HR Timeline Group