Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 12,271 $2.07M 0.53% +12,130 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 486 $2.05M 0.13% +31 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 486 $2.05M 1.31% -169 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 482 $2.03M 0.07% -10 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 482 $2.03M 0.59% +121 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 480 $2.02M 0.93% +268 13F-HR Timeline Teewinot Capital Advisers, L.L.C. More: the full row for Teewinot Capital Advisers, L.L.C. 472 $1.99M 0.16% 0 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 468 $1.97M 0.36% -18 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 465 $1.96M 0.03% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 464 $1.96M 0.02% +122 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 463 $1.95M 0.65% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 462 $1.95M 0.01% -40 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 461 $1.94M 0.55% 0 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 461 $1.94M 0.97% -8 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 459 $1.93M 0.33% -31 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 455 $1.92M 0.08% -263 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 453 $1.91M +81 Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 453 $1.91M 0.03% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 453 $1.91M 0.08% 0 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 452 $1.9M 0.43% -97 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 452 $1.9M 0.11% -159 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 452 $1.9M 0.24% +29 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 452 $1.9M 0.07% -50 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 451 $1.9M 0.06% +15 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 451 $1.9M 0.06% +37 13F-HR Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 450 $1.9M 0.04% 0 13F-HR Timeline Group BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 450 $1.89M 0.7% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 449 $1.89M 0.18% 0 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 11,176 $1.88M 0.01% +317 13F-HR Timeline Group One River Asset Management, LLC More: the full row for One River Asset Management, LLC 447 $1.88M 6.41% +442 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 445 $1.87M 0.65% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 444 $1.87M 0.45% +437 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 443 $1.87M 0.04% -14 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 441 $1.86M 0.13% +4 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 440 $1.85M 1.38% new 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 439 $1.85M 0.72% -25 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 436 $1.84M 0.03% -518 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 433 $1.82M 0.01% -1,600 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 433 $1.82M 0.04% -2,803 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 432 $1.82M 0.11% -120 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 431 $1.81M 0.11% -14 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 426 $1.79M 0.32% new 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 424 $1.79M 0.41% +21 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 11,071 $1.78M 1.54% +10,669 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 422 $1.78M 0.08% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 331 $1.77M 0.27% +1 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 419 $1.76M 0.53% +152 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 417 $1.76M 0.15% -20 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 414 $1.74M 0.08% -11 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 411 $1.73M 1.59% +57 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 410 $1.73M 0.02% -422 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 409 $1.72M 0.25% +17 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 409 $1.72M 0.13% -2 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 408 $1.72M 0.09% -83 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 408 $1.72M 0.22% -304 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 406 $1.71M 0.18% +11 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 405 $1.71M 1.49% -1,028 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 402 $1.69M 0.28% +29 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 401 $1.69M 0.02% -152 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 395 $1.66M 0.05% 0 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 395 $1.66M 0.97% +76 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 394 $1.66M 0.47% -1 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 390 $1.64M 0.17% +64 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 388 $1.63M 0.03% -139 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 388 $1.63M 0.45% +39 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 387 $1.63M 0.06% -158 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 387 $1.63M 0.04% -3 13F-HR Timeline Group Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 386 $1.63M 0.12% -673 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 385 $1.62M 0.55% +171 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 383 $1.61M 0.17% 0 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 383 $1.61M 0.7% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 382 $1.61M 0.05% -10 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 382 $1.61M 0.22% -25 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 379 $1.6M 0.03% +13 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 379 $1.6M 0.19% -113 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 378 $1.59M 0.03% +8 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,259 $1.59M 0.04% +819 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 376 $1.58M 0.09% -1,835 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 375 $1.58M 0.29% +352 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 372 $1.57M 0.38% +18 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 371 $1.56M 0.09% -242 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 369 $1.55M 0.04% +50 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 368 $1.55M 0.19% -2 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 368 $1.55M 1.26% -174 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 367 $1.55M 0.11% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 9,120 $1.53M 0.05% +8,715 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 363 $1.53M 0.03% +4 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 363 $1.53M 0.04% +39 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 362 $1.52M 0.02% -141 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 362 $1.52M 0.02% +97 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 361 $1.52M 0.25% +79 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 361 $1.52M 0.02% -12 13F-HR/A Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 360 $1.52M 0.01% new 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 358 $1.51M 0.55% -135 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 358 $1.51M 0.02% +38 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 357 $1.5M 0.04% +58 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 357 $1.5M 0.24% +203 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 355 $1.49M 0.39% -462 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 354 $1.49M 0.08% +153 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 354 $1.49M 0.82% +78 13F-HR Timeline 111 Capital More: the full row for 111 Capital 351 $1.48M 0.36% -244 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 349 $1.47M 0.53% -8 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 348 $1.47M 0.13% -31 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 347 $1.46M 0.08% +306 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 343 $1.44M 0.5% -40 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 343 $1.44M 0.01% +51 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 342 $1.44M 0.02% -35 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 341 $1.44M 0.65% +5 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 341 $1.44M 0.08% -9 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 340 $1.43M 0.25% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 341 $1.43M 0.06% +44 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 340 $1.43M 0.3% +30 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 340 $1.43M 0.03% +138 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 340 $1.43M 0.03% -108 13F-HR Timeline Group Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 340 $1.43M 0.26% -20 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 337 $1.42M 0.73% +111 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 337 $1.42M 0.04% +240 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 335 $1.41M 0.77% -533 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 335 $1.41M 0.38% 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 8,321 $1.4M <0.01% -183 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 328 $1.38M 0.03% -8 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 326 $1.37M 0.33% +1 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 324 $1.36M 0.43% 0 13F-HR Timeline Range Rock Capital, LLC More: the full row for Range Rock Capital, LLC 324 $1.36M 2.92% -2,191 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 324 $1.36M 0.02% -2,376 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 257 $1.36M 0.01% -146 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 7,783 $1.35M +7,540 Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 326 $1.35M -522 Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 318 $1.34M 0.13% -4 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 318 $1.34M 0.41% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 314 $1.32M 0.04% -1 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 314 $1.32M 0.58% +76 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 311 $1.31M 0.28% -37 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 7,425 $1.31M 0.24% +7,123 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 309 $1.3M 0.2% -6 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 309 $1.3M 0.01% +183 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 308 $1.3M 0.22% +2 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 308 $1.3M 0.33% +10 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 307 $1.29M 0.04% +54 13F-HR/A Timeline Group Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 307 $1.29M 0.76% -14 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 305 $1.29M 0.08% +60 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 304 $1.28M 0.02% -339 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 303 $1.28M 0.35% +123 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 301 $1.27M 0.02% -134 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 7,893 $1.27M 0.04% +7,707 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 301 $1.27M 0.72% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 300 $1.26M 0.08% -189 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 298 $1.25M 0.05% +1 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 296 $1.25M 0.08% -92 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 295 $1.24M 0.07% -21 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 294 $1.24M 0.22% -1 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 293 $1.23M 0.04% -66 13F-HR Timeline Group Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 291 $1.23M 1.27% 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 291 $1.22M 0.18% -65 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 290 $1.22M 0.03% -99 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 289 $1.22M 0.03% -124 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 286 $1.2M 0.47% +57 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 286 $1.2M 0.25% +56 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 285 $1.2M 0.05% +13 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 283 $1.19M 0.33% +40 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 281 $1.19M 0.93% +65 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,959 $1.17M 0.01% +6,762 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 278 $1.17M 0.01% -107 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 278 $1.17M 0.07% +82 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 278 $1.17M 0.12% -11 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 277 $1.17M 0.6% -45 13F-HR Timeline CNB Bank More: the full row for CNB Bank 276 $1.16M 0.49% +8 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 275 $1.16M 0.23% +12 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 275 $1.16M 0.24% +145 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 274 $1.15M 0.01% -2,079 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 273 $1.15M 0.29% +3 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 273 $1.15M 0.02% -4 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 271 $1.14M 0.1% +44 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 271 $1.14M 0.09% -24 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 270 $1.14M 0.08% -22 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 6,760 $1.14M 0.01% +6,317 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 270 $1.14M 0.03% new 13F-HR/A Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 270 $1.14M 0.05% -19 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 267 $1.12M 0.14% -51 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 266 $1.12M 0.96% +10 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 265 $1.12M 0.23% +11 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. 264 $1.11M 0.02% -15 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 263 $1.11M 0.03% +102 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 263 $1.1M 0.04% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 259 $1.09M 0.04% -10 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 6,450 $1.09M 0.25% +6,310 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 258 $1.09M 0.13% +57 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 258 $1.09M 0.06% +25 13F-HR Timeline Group denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 258 $1.09M 0.45% +54 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 256 $1.08M 0.04% +141 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 255 $1.07M 0.32% -5 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 255 $1.07M -15 Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 251 $1.06M 0.13% new 13F-HR/A Timeline Group Boit C F David More: the full row for Boit C F David 250 $1.05M 0.47% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 250 $1.05M 0.17% -29 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 250 $1.05M 0.04% 0 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 249 $1.05M 0.14% -3 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 248 $1.04M 0.1% +4 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 245 $1.03M 0.07% -28 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 245 $1.03M 0.36% 0 13F-HR Timeline