INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,999 $1.03M 0.04% +1,719 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 5,905 $1.02M 0.25% +1,150 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 5,879 $1.01M 0.05% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,773 $995K 0.03% -1,307 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 5,772 $994K <0.01% -276 13F-HR Timeline Group Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 5,531 $953K 0.02% -5,794 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 5,517 $950K 0.79% 0 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 5,491 $946K 0.69% +1,725 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 5,426 $935K 0.33% -1,667 13F-HR Timeline Rakuten Investment Management, Inc. More: the full row for Rakuten Investment Management, Inc. 5,371 $934K <0.01% 13F-HR Timeline SYQUANT CAPITAL SAS More: the full row for SYQUANT CAPITAL SAS 5,398 $930K 0.66% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,385 $927K 0.02% -12,658 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,327 $917K 0.14% new 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 5,309 $914K 0.18% +128 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,266 $907K 0.04% +3,179 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,263 $906K 0.02% +2,170 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 5,202 $896K <0.01% +361 13F-HR/A Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,175 $891K 0.04% -337 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 5,166 $890K 0.31% +4,260 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 5,158 $888K 0.28% new 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 5,111 $880K 0.42% 0 13F-HR Timeline Galaxy Digital Capital Management LP More: the full row for Galaxy Digital Capital Management LP 5,155 $880K 8.61% 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 5,103 $879K 0.03% -615 13F-HR Timeline Group Aragon Global Management, LP More: the full row for Aragon Global Management, LP 5,055 $871K 0.33% new 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 5,049 $870K <0.01% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,963 $861K 0.23% new 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 4,987 $859K 0.02% +922 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,923 $848K 0.03% +1,632 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,912 $846K 0.02% +4,012 13F-HR Timeline Hunting Hill Global Capital, LLC More: the full row for Hunting Hill Global Capital, LLC 4,904 $845K 1.07% 0 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 4,901 $844K 0.14% +3,806 13F-HR Timeline Gladstone Capital Management LLP More: the full row for Gladstone Capital Management LLP 4,900 $844K 0.09% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,883 $841K 0.06% +215 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 4,871 $839K 0.39% +2,799 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,893 $816K 0.02% +1,015 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 4,713 $812K 0.2% +83 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 4,682 $806K 0.01% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,588 $790K new Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,588 $790K 0.01% +64 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,541 $782K 0.01% +262 13F-HR Timeline Group PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 4,540 $782K 0.15% +330 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 4,507 $776K 0.18% -3 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,456 $767K 0.01% +2 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,440 $765K 0.02% +2,603 13F-HR Timeline EMORY UNIVERSITY More: the full row for EMORY UNIVERSITY 4,410 $760K 3.47% +34 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 4,404 $759K 0.07% new 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 4,320 $744K 0.91% +583 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 4,263 $734K 0.25% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 4,248 $732K 0.16% +2,306 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 4,193 $722K 0.31% +136 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,068 $701K <0.01% -255 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 4,064 $700K 0.06% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 4,027 $694K 0.18% -2,165 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 4,013 $691K 0.35% +490 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 4,000 $689K 0.83% new 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 3,977 $685K 0.31% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,975 $685K 0.01% +8 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,965 $683K 0.01% +2,406 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,958 $682K 0.02% +1,709 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,944 $679K 0.02% -16 13F-HR Timeline Group Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 3,930 $677K 0.19% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,896 $671K 0.01% -2,303 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 3,860 $665K 0.31% new 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,849 $663K 0.03% -693 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,817 $657K 0.01% -418 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 3,618 $638K 0.01% new 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 3,700 $637K 0.05% +340 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 3,700 $637K <0.01% 0 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 3,700 $637K 0.13% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,669 $632K 0.02% +404 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,666 $632K <0.01% +822 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,661 $631K 0.05% +192 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 3,654 $629K <0.01% -710 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 3,600 $620K 0.1% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,599 $620K 0.01% +282 13F-HR Timeline Group SLT Holdings LLC More: the full row for SLT Holdings LLC 3,584 $617K 0.58% +340 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,574 $616K 0.01% +1,419 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,571 $615K 0.02% +1,346 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,568 $615K 0.03% -34 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,565 $614K 0.03% +28 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,561 $613K 0.1% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,545 $611K 0.07% -318 13F-HR Timeline Sphera Management Technology Funds Ltd in group SPHERA FUNDS MANAGEMENT LTD. More: the full row for Sphera Management Technology Funds Ltd 3,500 $603K 0.48% +1,500 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,496 $602K <0.01% new 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,486 $600K 0.02% +452 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,446 $594K 0.19% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 3,399 $585K 0.11% -9 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,398 $585K 0.01% -65 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 3,397 $585K +546 Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 3,379 $582K 0.03% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,355 $578K 0.02% +1,561 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,351 $577K 0.06% +1,144 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,343 $576K 0.02% +178 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,159 $572K 0.09% 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 3,300 $568K 0.03% 0 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 3,292 $567K 0.17% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,290 $567K 0.06% +723 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,260 $561K 0.04% -1,600 13F-HR Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 3,240 $558K <0.01% -123 13F-HR Timeline Group SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 3,239 $558K 0.02% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,237 $558K 0.01% -289 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 3,229 $556K 0.41% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,225 $555K 0.01% +1,533 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,158 $554K 0.03% +1,392 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 3,177 $547K 0.01% -235 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,134 $540K 0.21% -4,128 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 3,132 $539K 0.2% +370 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 3,129 $539K 0.21% +553 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,124 $538K 0.02% +2,051 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 3,112 $536K 0.14% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,083 $531K <0.01% +191 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,045 $524K 0.15% +156 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 3,038 $523K 0.01% -17,858 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,019 $520K 0.01% +66 13F-HR Timeline MYDA Advisors LLC More: the full row for MYDA Advisors LLC 3,000 $517K 0.18% new 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 3,000 $517K 0.21% -600 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,977 $513K 0.05% -9,536 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,959 $510K -78 Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,951 $508K 0.01% -171 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 2,918 $508K 0.01% +581 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 2,934 $505K 0.05% +1,692 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 2,894 $498K 0.01% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,883 $497K 0.01% new 13F-HR Timeline Group Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 2,882 $496K 0.17% 0 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 2,872 $495K 0.21% -197 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,413 $492K <0.01% +148 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,825 $487K 0.04% +1,789 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 2,822 $486K 0.12% +1,872 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. 2,800 $482K 0.02% -91 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,776 $478K 0.01% +39 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,700 $465K 0.01% -70 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 2,658 $458K <0.01% 0 13F-HR Timeline Group Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 2,645 $456K 0.42% -1,104 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,637 $454K 0.01% new 13F-HR/A Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 2,630 $453K 0.02% 0 13F-HR Timeline Group AXS Investments LLC More: the full row for AXS Investments LLC 2,624 $452K 0.12% -142 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,621 $451K 0.02% -4 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 2,615 $450K 0.01% +56 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 2,597 $447K 0.05% +286 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,937 $445K <0.01% -2,575 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,565 $442K 0.02% +910 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,539 $437K 0.26% +1,476 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 2,516 $437K 0.01% +200 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,518 $434K 0.01% -2,339 13F-HR Timeline Group Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 2,517 $434K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,516 $433K 0.12% +7 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,514 $433K 0.02% 13F-HR Timeline Group Clare Market Investments LLC More: the full row for Clare Market Investments LLC 2,507 $432K 0.11% -296 13F-HR Timeline Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 2,500 $431K 0.45% 0 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 2,493 $429K 0.32% +65 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,488 $429K 0.01% +796 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 2,485 $428K 0.75% -925 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 2,482 $427K 0.13% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,474 $426K <0.01% +264 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,463 $424K 0.01% -46 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 2,452 $422K 0.19% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,431 $419K 0.02% +80 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,402 $414K 0.02% +280 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,396 $413K 0.03% +569 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,352 $413K 0.08% +14 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,391 $412K 0.04% -404 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,358 $406K 0.03% +980 13F-HR/A Timeline AlphaQ Advisors LLC More: the full row for AlphaQ Advisors LLC 2,333 $402K 0.96% +82 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 2,313 $398K 0.07% -124 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,286 $394K 0.12% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,279 $393K 0.01% +2 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,239 $386K 0.04% +159 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,234 $385K 0.03% +169 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,203 $379K <0.01% +663 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,155 $378K 0.17% -23 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,185 $376K 0.01% -2 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,174 $374K <0.01% -207 13F-HR/A Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,169 $374K 0.01% +66 13F-HR Timeline Group PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 2,150 $370K 0.01% +1,000 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 2,137 $368K 0.11% -232 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,665 $365K 0.01% +1,004 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,119 $365K <0.01% +413 13F-HR Timeline Cannon Global Investment Management, LLC More: the full row for Cannon Global Investment Management, LLC 2,100 $362K 1% new 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 2,086 $359K 0.03% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,078 $358K 0.03% +910 13F-HR/A Timeline SAGE ADVISORS, LLC More: the full row for SAGE ADVISORS, LLC 2,078 $358K 0.25% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,075 $357K 0.03% -456 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,057 $354K 0.01% +207 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,051 $353K 0.02% +22 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,050 $353K 0.05% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,050 $353K 0.07% +12 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,047 $352K 0.07% -19 13F-HR Timeline Group Mount Lucas Management LP More: the full row for Mount Lucas Management LP 2,040 $351K 0.17% new 13F-HR Timeline EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 2,040 $351K +703 Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,031 $350K 0.02% +895 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,020 $348K 0.1% new 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 2,000 $344K 0.19% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,976 $340K 0.03% +243 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,972 $340K 0.08% -289 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,949 $336K 0.01% +651 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,943 $335K 0.05% +547 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,937 $334K <0.01% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,936 $333K 0.02% new 13F-HR/A Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,901 $327K 0.14% +1,798 13F-HR/A Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,900 $327K <0.01% new 13F-HR Timeline Group