Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 26,474 $1.67M 0.04% +214 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 26,223 $1.65M 1.2% +26,203 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 25,955 $1.64M 0.9% -350 13F-HR Timeline Institute for Wealth Management, LLC. 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More: the full row for SMITH, MOORE & CO. 23,644 $1.49M 0.14% -536 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 23,588 $1.49M 0.15% -243 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 23,302 $1.47M 0.05% +1,808 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 23,268 $1.47M 0.02% -119 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 23,207 $1.46M 0.04% +14,643 13F-HR Timeline Group Anson Capital, Inc. More: the full row for Anson Capital, Inc. 22,516 $1.42M 1.22% +511 13F-HR Timeline Stegent Equity Advisors, Inc. 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More: the full row for Williams Jones Wealth Management, LLC. 19,820 $1.25M 0.02% +3,870 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 19,553 $1.23M 0.97% +248 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 19,415 $1.22M 0.11% -613 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 18,985 $1.2M 1.61% -83 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 18,774 $1.18M 0.05% -428 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 18,195 $1.15M 0.08% new 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 17,906 $1.13M 0.15% +1,075 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 17,454 $1.1M +369 Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 17,278 $1.09M 0.04% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 16,834 $1.06M 0.05% -3,347 13F-HR/A Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 16,753 $1.06M 0.08% +1,115 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 16,533 $1.04M 0.11% +378 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 16,533 $1.04M 0.04% +2,204 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 16,513 $1.04M 0.07% new 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 16,430 $1.04M 0.13% -443 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. 16,407 $1.03M 0.02% +3,560 13F-HR Timeline Group MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 16,386 $1.03M 0.02% 0 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 16,375 $1.03M 0.07% +3,462 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 16,758 $1.03M 0.19% +11,172 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 16,276 $1.03M 0.8% +240 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 15,964 $1.01M 0.39% -1,467 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 15,924 $1M 0.21% -645 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 15,743 $992K 1.42% +471 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 15,688 $988K 0.07% +3,070 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 15,540 $979K 0.3% -359 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 15,433 $972K 0.27% +102 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 15,329 $966K 0.09% +830 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 15,122 $953K 0.25% +1,769 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 15,037 $947K 0.03% +895 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 15,028 $947K 0.79% -425 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 14,833 $934K 0.08% new 13F-HR/A Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 14,765 $930K 0.04% -1,014 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 14,554 $917K 0.02% +1,166 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 14,412 $908K 0.01% -439 13F-HR Timeline Group Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 14,376 $906K 0.47% +384 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 14,229 $901K 0.24% -3,429 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 14,038 $884K 0.07% +303 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 13,809 $870K 0.06% +711 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 13,119 $826K <0.01% +7,563 13F-HR Timeline Group LM Advisors LLC More: the full row for LM Advisors LLC 13,111 $826K 0.15% +1,790 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 13,100 $825K 0.04% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 12,871 $817K 0.37% +1,940 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,885 $812K 0.02% +2,372 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 12,631 $796K 0.02% -700 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 12,223 $785K 0.07% +7,295 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 12,321 $776K 0.14% +629 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 12,045 $759K 0.01% +65 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 11,995 $756K 0.47% +11,589 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 11,895 $749K 0.22% +234 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 11,829 $745K 0.1% -554 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 11,587 $730K 0.13% -34 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 11,158 $703K 0.43% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 11,049 $696K <0.01% +700 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 10,939 $689K 0.1% +2,422 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 10,848 $683K 0.33% +267 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 10,845 $683K 0.26% +208 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 10,754 $678K 0.37% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 10,630 $670K 0.18% -570 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 10,495 $661K 0.01% +5,550 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 10,450 $658K -21,858 Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 10,435 $657K 0.6% +618 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 10,387 $654K 0.22% -480 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 10,300 $649K 0.5% +574 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 10,260 $646K 0.42% +163 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 10,190 $642K 0.53% +11 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 10,184 $642K 0.39% +236 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 10,114 $637K 0.65% +624 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 10,103 $636K 0.05% +980 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,089 $636K 0.03% -226 13F-HR/A Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 10,075 $635K 0.06% +5,269 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 9,969 $628K 0.34% -796 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 9,866 $622K 0.27% +289 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 9,862 $621K 0.01% -3,771 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 9,852 $621K 0.05% +6,469 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 9,753 $614K 0.19% -1,062 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 9,695 $611K 0.3% +679 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 9,505 $599K 0.04% +721 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 9,488 $598K 0.28% +433 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 9,472 $597K 0.02% +6,097 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 9,442 $595K 0.07% -802 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 9,402 $592K 0.02% -1,133 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 9,398 $592K 0.21% +2,695 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,250 $583K 0.01% +198 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 9,142 $581K <0.01% +4,910 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 9,119 $574K <0.01% +6,998 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 9,097 $573K 0.05% -22 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 9,029 $573K 0.19% 0 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 9,047 $570K 0.21% +1,499 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 9,027 $569K 0.02% -1,336 13F-HR/A Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 8,913 $564K 0.01% -299 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 8,818 $556K 0.2% +2,889 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 8,734 $550K 0.06% +1,053 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 8,619 $543K 0.15% +535 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 8,545 $538K 0.31% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,511 $536K 0.01% +128 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,405 $530K <0.01% +1,219 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 8,354 $526K 0.11% +518 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 8,296 $523K <0.01% +95 13F-HR/A Timeline Group Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 8,246 $519K 0.02% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 7,692 $512K 0.1% +3,716 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 8,060 $508K 0.01% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 8,043 $507K <0.01% -218 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 8,002 $504K 0.02% new 13F-HR Timeline Rye Brook Capital LLC More: the full row for Rye Brook Capital LLC 8,000 $504K 0.63% -4,100 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 7,973 $502K 0.3% +27 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 7,937 $500K 0.88% 0 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 7,897 $498K 0.21% 0 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 7,895 $497K 0.32% 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 7,835 $494K 0.3% +1,620 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 7,697 $485K 0.2% -1,548 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,619 $480K 0.03% -1,113 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 7,570 $477K 0.08% -227 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 7,558 $476K 0.43% +363 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 7,505 $473K 0.06% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 7,333 $462K 0.13% -77 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 7,322 $461K 0.34% +3,989 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,269 $458K <0.01% +115 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 7,134 $449K 0.07% +610 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 7,121 $449K 0.17% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 7,119 $448K 0.11% +69 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 7,016 $442K 0.07% +2,401 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,949 $438K <0.01% 0 13F-HR Timeline Group COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 6,946 $438K 0.32% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 6,873 $433K 0.03% 0 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 6,839 $431K 0.28% +2,230 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 6,836 $431K 0.05% 0 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 6,797 $428K 0.23% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 6,798 $428K 0.04% -1,009 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 6,792 $428K 0.16% +336 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,771 $427K 0.05% -298 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,718 $423K 0.01% -6,971 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,701 $422K 0.02% -40 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,671 $420K 0.01% -146 13F-HR Timeline Group Apexium Financial, LP More: the full row for Apexium Financial, LP 6,605 $416K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,549 $413K 0.03% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,545 $412K 0.01% -73 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6,539 $412K 0.02% -13 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 6,530 $411K 0.3% +676 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,389 $403K <0.01% +2,709 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,360 $401K 0.01% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 6,334 $399K 0.07% +30 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 6,330 $399K 0.07% +105 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6,286 $396K 0.06% -725 13F-HR/A Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 6,256 $394K 0.1% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 6,182 $389K 0.02% -3 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,165 $388K 0.01% -378 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 6,138 $387K 0.03% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 6,134 $386K 0.07% -196 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,067 $385K 0.01% +168 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 6,107 $385K 0.18% 0 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 6,100 $384K <0.01% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,080 $383K 0.01% -436 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 6,073 $383K 0.23% 0 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 6,027 $380K 0.01% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,981 $377K 0.26% -416 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,959 $375K 0.02% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 5,951 $375K 0.2% +17 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,912 $374K 0.02% -2,762 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,910 $372K 0.04% -155 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 5,907 $372K 0.08% +3,350 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 5,897 $372K 0.3% new 13F-HR/A Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,840 $368K 0.03% +9 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,826 $367K 0.05% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,780 $364K <0.01% -11,340 13F-HR Timeline Group KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 5,758 $363K 0.09% +484 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 5,724 $361K 0.09% +541 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 5,768 $358K 0.21% new 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 5,640 $355K 0.01% +158 13F-HR Timeline