DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,474 $3.41M 0.77% -929 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 4,465 $3.41M 0.22% -905 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,450 $3.4M 0.27% -1,834 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 4,447 $3.39M 0.69% +226 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 4,444 $3.39M 0.96% +1,355 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 17,964 $3.36M 0.09% +13,440 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 4,404 $3.36M 1.35% -1,887 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,403 $3.36M 0.28% +247 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 4,401 $3.36M 1.8% -109 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 4,387 $3.35M 0.04% -3,903 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 4,381 $3.34M 1.14% +45 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 4,354 $3.32M 0.06% +1,891 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,353 $3.32M 0.36% +2,351 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 4,339 $3.31M 0.95% +143 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 18,024 $3.31M 0.07% +13,491 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,330 $3.3M 0.46% -428 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,320 $3.3M 0.07% -432 13F-HR Timeline Group Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 16,072 $3.27M 1.84% +12,569 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 15,927 $3.25M 0.68% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,249 $3.24M 0.25% -277 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,233 $3.23M 0.1% +181 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 4,230 $3.23M 0.05% +2,980 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 4,229 $3.23M 0.02% -551 13F-HR Timeline Group Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 4,224 $3.22M 3.07% 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,280 $3.22M 0.05% -1,099 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 4,210 $3.21M 0.35% +33 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 4,201 $3.21M 0.86% -134 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,151 $3.21M 0.19% +719 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 4,200 $3.21M 1.29% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 4,192 $3.2M 0.88% -410 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,180 $3.19M 0.03% -25,738 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 4,169 $3.18M 0.42% 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. 4,168 $3.18M 0.26% -1,568 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 4,166 $3.18M 0.1% +290 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 4,164 $3.18M 0.3% -380 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 4,143 $3.16M 0.31% +3,098 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 16,493 $3.15M 0.75% +12,370 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 4,115 $3.14M 2.39% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,109 $3.14M 0.42% -68 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 4,091 $3.12M 1.45% -30 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,084 $3.12M 0.17% +2 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 4,080 $3.11M 0.19% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,072 $3.11M 0.09% -596 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 4,060 $3.1M 0.65% -8 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 4,050 $3.09M 0.49% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,044 $3.09M 0.15% -60 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 4,041 $3.08M 0.74% +235 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4,037 $3.08M 0.62% -22 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 4,028 $3.07M 2.66% +393 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 4,000 $3.05M 0.13% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,237 $3.05M 0.12% +1,648 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,997 $3.05M 0.12% +209 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 3,979 $3.04M 1.02% -1,920 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 3,972 $3.03M 0.68% +1,198 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,970 $3.03M 0.03% -299 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,969 $3.03M 0.2% -798 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 15,868 $3.03M 0.02% +12,234 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 13,415 $3.03M 0.16% +10,287 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,961 $3.02M 0.68% +69 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 3,956 $3.02M 0.62% +551 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,931 $3M 0.19% -92 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 3,915 $2.99M 1.41% -128 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 3,912 $2.99M 0.05% +1,821 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 3,891 $2.97M 0.26% -255 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,880 $2.96M 0.09% +482 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,875 $2.96M 0.11% +103 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,848 $2.94M 0.33% +2,267 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 3,842 $2.93M 0.03% -109,578 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 3,824 $2.92M 0.47% -1,204 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 15,264 $2.91M 0.04% +11,548 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,802 $2.9M 0.04% +479 13F-HR Timeline Atika Capital Management LLC in group Atika Capital Management LLC More: the full row for Atika Capital Management LLC 3,800 $2.9M 0.29% new 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,796 $2.9M 0.24% -146 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,795 $2.9M 0.19% +160 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 3,793 $2.89M 1.58% +1,967 13F-HR Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 3,781 $2.89M 1.14% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 3,781 $2.89M 2.32% -1,404 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,773 $2.88M 0.24% -1,407 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 3,762 $2.88M 1.12% -283 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 3,765 $2.87M 1.19% +61 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 7,357 $2.87M 0.46% +1,290 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,756 $2.87M 0.3% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,756 $2.87M 0.88% -305 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,740 $2.85M 0.4% +8 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 3,740 $2.85M 2.05% -130 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,722 $2.84M 0.08% +4 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,709 $2.83M 0.04% -455 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,700 $2.82M 0.33% +679 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 3,700 $2.82M 1.69% +29 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 3,688 $2.81M 0.42% +1,258 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 3,677 $2.81M 1.88% -35 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,749 $2.79M 0.14% -103 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 3,661 $2.79M 1.93% +882 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 3,659 $2.79M 0.61% -1,952 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 14,606 $2.79M 0.03% +6,567 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,635 $2.77M 0.31% -24 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,628 $2.77M 0.25% +1,395 13F-HR Timeline Group Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 3,627 $2.77M 0.62% 0 13F-HR Timeline Group Juno Financial Group LLC More: the full row for Juno Financial Group LLC 3,625 $2.77M 0.98% -80 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 13,052 $2.75M 1.53% +9,789 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,576 $2.73M 0.03% -625 13F-HR Timeline BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 3,573 $2.73M 0.07% -4,706 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,563 $2.72M 0.11% -141 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 3,560 $2.72M 0.71% +98 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 3,555 $2.71M 0.44% +641 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,552 $2.71M 0.03% +123 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 3,542 $2.7M 1.27% +2,910 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,541 $2.7M 0.16% +122 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,531 $2.69M 0.14% +109 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,500 $2.67M 0.22% -2,918 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,499 $2.67M 0.17% -359 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,497 $2.67M 0.05% +780 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 3,488 $2.66M 0.41% -3,871 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 3,483 $2.66M +753 Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,469 $2.65M 0.04% +1,959 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,464 $2.64M 0.9% -2,699 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 3,458 $2.64M 1.59% -12 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 3,519 $2.63M 0.04% -20,273 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 3,449 $2.63M 0.25% -26,587 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,445 $2.63M <0.01% +731 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 3,435 $2.62M 1.22% -7 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 3,411 $2.6M 0.72% -400 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,402 $2.6M 0.08% -796 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,398 $2.59M 0.2% -39 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,397 $2.59M 0.27% +469 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,396 $2.59M 0.02% +63 13F-HR Timeline Group RDA Financial Network More: the full row for RDA Financial Network 3,393 $2.59M 0.56% -192 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,353 $2.56M 0.12% -37 13F-HR Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 3,337 $2.55M 1.78% +120 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,331 $2.54M 0.03% +502 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 11,460 $2.54M 1.32% +8,595 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,327 $2.54M 0.04% -1,338 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,320 $2.53M 0.03% +228 13F-HR Timeline Group Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 3,318 $2.53M 0.63% +322 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 3,302 $2.52M 0.31% +1,436 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,279 $2.5M 0.13% +885 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,268 $2.49M 0.16% +108 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 3,260 $2.49M 0.77% -71 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 3,240 $2.47M 0.03% -140,589 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 3,229 $2.46M 0.12% +1,116 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,275 $2.43M 0.08% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,185 $2.43M 0.16% -346 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,176 $2.42M 0.28% -60 13F-HR Timeline Dedeker Financial LLC More: the full row for Dedeker Financial LLC 3,173 $2.42M 1.38% new 13F-HR Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 3,174 $2.42M 1.61% -107 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 3,167 $2.42M 0.24% -374 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 3,161 $2.41M 0.21% new 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 3,151 $2.4M 1.73% new 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 3,139 $2.4M 0.48% +1 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 3,133 $2.39M 0.81% -48 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 3,130 $2.39M 2.15% +50 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 3,089 $2.36M 0.36% -39 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 3,084 $2.35M 0.33% -251 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,082 $2.35M 0.03% -239 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,079 $2.35M 0.1% -189 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,070 $2.34M 0.39% -115 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 3,059 $2.33M 0.19% +626 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 3,053 $2.33M 1.88% -362 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,051 $2.33M 0.14% -205 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,026 $2.31M 0.03% +167 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 3,016 $2.3M 1.87% -433 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,013 $2.3M 0.21% +9 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,005 $2.29M 0.31% -309 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,997 $2.29M 0.41% -17 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 2,996 $2.29M 0.06% new 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 2,995 $2.29M 0.72% +629 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,989 $2.28M 0.07% +1,199 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 2,982 $2.28M 0.34% -418 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 2,978 $2.27M 1.69% -127 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 2,968 $2.27M 0.28% -3,769 13F-HR Timeline Group Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,940 $2.24M 0.44% +1,022 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 2,940 $2.24M 1.27% -45 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,939 $2.24M 0.08% +1,299 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,938 $2.24M 0.01% -79 13F-HR Timeline Group Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 2,932 $2.24M 0.99% +7 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 2,916 $2.23M 0.2% -5 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 2,907 $2.22M 2.12% -1,458 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,910 $2.22M 0.12% +484 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 2,884 $2.2M 0.49% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,874 $2.19M 0.18% -54 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 2,867 $2.19M 0.33% -819 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 2,843 $2.17M 0.78% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,825 $2.16M 0.23% +197 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,824 $2.16M 0.1% +3 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,817 $2.15M 0.12% +234 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 2,810 $2.14M 0.09% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,809 $2.14M 0.42% +29 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,801 $2.14M 0.03% +313 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 2,796 $2.13M 0.66% -50 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 10,632 $2.12M 0.2% +8,045 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 2,770 $2.11M 0.39% -105 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,762 $2.11M 0.11% -201 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,759 $2.11M 0.65% +3 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 2,756 $2.1M 1.21% -275 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,754 $2.1M 0.13% +160 13F-HR/A Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,747 $2.1M 0.1% +38 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 2,742 $2.09M 0.88% +10 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,740 $2.09M 0.15% +235 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,721 $2.08M 0.46% -45 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 2,714 $2.07M 1.14% +92 13F-HR Timeline