iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 41,201 $3.67M 0.06% -350 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 41,000 $3.65M 0.06% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 40,671 $3.62M <0.01% -45,252 13F-HR Timeline Group Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 40,522 $3.61M 1.21% -3,586 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 39,984 $3.56M 0.04% +4,903 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 38,580 $3.44M 0.04% -971 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 38,429 $3.42M 0.16% -22,003 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 38,434 $3.42M 1.23% +2,087 13F-HR/A Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 38,291 $3.41M 0.03% new 13F-HR Timeline Group JT Stratford LLC More: the full row for JT Stratford LLC 37,869 $3.37M 0.55% +2,082 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 37,855 $3.37M 1.47% +918 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 42,088 $3.36M 0.01% +1,953 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 37,529 $3.34M 0.09% -1,081 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 37,383 $3.33M 0.38% -755 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 37,213 $3.31M 0.02% +141 13F-HR Timeline Group Florin Court Capital LLP More: the full row for Florin Court Capital LLP 37,100 $3.3M 3.43% -190,500 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 36,784 $3.28M 0.15% -15,346 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 35,554 $3.26M 0.01% -221 13F-HR Timeline Group Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 36,370 $3.24M 2.05% +2,565 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 36,104 $3.21M 0.1% +2,166 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 35,726 $3.18M 0.31% -3,266 13F-HR Timeline Group Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 35,298 $3.14M 0.42% -2,683 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 35,233 $3.14M 0.34% +12,416 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 35,225 $3.14M 0.1% +473 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 35,184 $3.13M 0.63% +2,816 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 34,661 $3.09M 0.23% +2,128 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 34,497 $3.08M 0.13% +1,100 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 34,397 $3.06M 0.78% -1,235 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 33,969 $3.02M 0.01% -1,639 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 33,505 $2.98M 0.25% +7,491 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 33,259 $2.96M 0.24% +1,149 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 33,038 $2.94M 1.82% -742 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 32,356 $2.91M 1.13% +2,274 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 32,408 $2.89M <0.01% 0 13F-HR Timeline Group COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 32,385 $2.88M 1.1% +1,365 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 32,198 $2.87M 0.4% +380 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 32,046 $2.85M <0.01% -18,082 13F-HR/A Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 31,914 $2.84M 0.04% -19,567 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 31,861 $2.84M 0.11% -2,847 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 31,768 $2.83M 0.73% -7,411 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 31,107 $2.77M 0.6% -1,371 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 30,748 $2.74M 0.39% +1,095 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 30,297 $2.7M 0.16% +331 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 29,898 $2.66M 8.65% -40,921 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 29,888 $2.66M 0.19% +830 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 28,853 $2.57M 0.89% +1,286 13F-HR Timeline AGILIS PARTNERS LLC More: the full row for AGILIS PARTNERS LLC 28,206 $2.51M 0.76% -639 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 27,928 $2.49M 0.58% +518 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 27,923 $2.48M 0.41% -1,134 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 27,451 $2.44M 0.37% -9,926 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 26,865 $2.42M 0.14% +2,782 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 26,502 $2.36M 2.16% 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 25,855 $2.3M 2.58% 13F-HR/A Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 25,630 $2.28M 0.66% +915 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 25,361 $2.26M 0.06% +2,592 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 24,909 $2.22M 0.24% +2,984 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 24,738 $2.2M 0.03% -140,312 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 24,619 $2.19M 0.04% +7,801 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 24,316 $2.17M 1.93% +453 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 24,242 $2.16M 0.7% new 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 24,189 $2.15M 0.95% -1,685 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 23,881 $2.13M 0.77% -28,041 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 23,752 $2.11M 0.04% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 23,410 $2.08M 0.08% +1,492 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 23,210 $2.07M 0.01% +10,800 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 23,101 $2.06M <0.01% -1,080 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 22,724 $2.03M 0.07% -6,472 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 22,737 $2.02M 0.16% +4,165 13F-HR/A Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 22,716 $2.02M 0.36% +2,142 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 22,668 $2.02M 0.17% +3,661 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 22,571 $2.01M 0.39% +321 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 21,946 $1.98M 0.61% -3,608 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 22,168 $1.98M 0.06% -1,050 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 21,943 $1.95M 0.27% -1,008 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 21,782 $1.94M 0.03% new 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 21,692 $1.93M 1.38% +950 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 21,622 $1.93M 0.18% +724 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 21,437 $1.91M 0.78% +793 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 21,323 $1.9M 1.58% -23,250 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 21,207 $1.89M 0.12% -9,412 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 21,105 $1.88M 0.2% 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 21,038 $1.87M 0.09% +1,544 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 20,930 $1.86M 0.67% +8,392 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 20,885 $1.86M 0.05% +4,998 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 20,819 $1.85M +1,927 Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 20,646 $1.84M 0.1% -1,686 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 20,461 $1.82M 0.2% +2,977 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 20,437 $1.82M 0.2% new 13F-HR/A Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 20,240 $1.8M 1.18% -673 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 20,092 $1.79M 0.57% +605 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 19,989 $1.78M 1.28% +295 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 19,935 $1.78M 0.16% -21,397 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 19,787 $1.76M 0.13% +1,659 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 19,769 $1.76M 0.1% +17,454 13F-HR Timeline Group ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 19,650 $1.75M 0.78% +1,006 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 19,224 $1.71M <0.01% -66 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 19,141 $1.7M 0.25% +3,143 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 18,826 $1.68M 0.02% -2,655 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 18,811 $1.67M 0.06% +16,380 13F-HR/A Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 18,306 $1.66M 0.76% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 18,331 $1.63M 0.02% -6,591 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 18,214 $1.62M 0.02% -597 13F-HR/A Timeline CHOREO, LLC More: the full row for CHOREO, LLC 18,070 $1.61M 0.02% -810 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 18,016 $1.6M 0.09% +142 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 17,985 $1.6M 0.01% +1,273 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 17,956 $1.6M 1.35% 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 17,852 $1.59M 1.07% +44 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 17,533 $1.56M 1.67% 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 17,523 $1.56M 0.43% -4,334 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 17,504 $1.56M 0.29% -48 13F-HR Timeline Absolute Gestao de Investimentos Ltda. More: the full row for Absolute Gestao de Investimentos Ltda. 17,500 $1.56M 0.66% new 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 17,392 $1.55M 0.03% -1,934 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 17,139 $1.53M 0.82% -218 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 17,111 $1.52M 0.39% -3,810 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 16,738 $1.49M 0.25% -96 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 16,709 $1.49M 0.29% +570 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 16,695 $1.49M 0.12% +1,606 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 16,430 $1.46M 0.33% +497 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 16,316 $1.45M 0.22% +457 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 16,297 $1.45M 1.28% -7,348 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 16,202 $1.44M 0.28% +6,518 13F-HR Timeline Group Unison Advisors LLC More: the full row for Unison Advisors LLC 16,168 $1.44M 0.17% +412 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 16,146 $1.44M 0.2% -52 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 16,111 $1.43M 1.21% -45 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 16,066 $1.43M 0.15% -333 13F-HR Timeline EQ LLC More: the full row for EQ LLC 15,942 $1.42M 0.67% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 15,795 $1.41M 0.03% 0 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 15,617 $1.39M 0.41% -6,704 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 15,430 $1.38M 0.43% +417 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 14,695 $1.38M 1.28% 0 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 15,415 $1.37M 1.18% +982 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 15,376 $1.37M 0.1% +343 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 15,374 $1.37M 0.16% -6,520 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 15,327 $1.36M 0.24% -896 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 15,255 $1.36M 0.11% -2,531 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 15,123 $1.35M 1.12% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 15,093 $1.34M 0.1% -191 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 15,015 $1.34M 0.11% -308 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 14,741 $1.31M 0.16% 0 13F-HR Timeline US FINANCIAL ADVISORS, LLC More: the full row for US FINANCIAL ADVISORS, LLC 14,631 $1.3M 0.4% +198 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 14,376 $1.28M 0.42% +146 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 14,330 $1.28M 0.04% new 13F-HR/A Timeline Matisse Capital More: the full row for Matisse Capital 14,304 $1.27M 0.65% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 14,281 $1.27M 0.93% -74 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 14,245 $1.27M 0.02% -3,666 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 14,116 $1.26M 0.2% +1,096 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 14,052 $1.25M 0.55% -29,198 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 13,779 $1.23M 0.22% +771 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 13,666 $1.22M 0.06% +41 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 13,622 $1.21M 0.01% new 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 13,417 $1.2M 0.51% +2,120 13F-HR/A Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,339 $1.19M 0.04% -5,258 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 13,297 $1.18M 0.02% -1,235 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 13,265 $1.18M 0.57% +5,370 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 13,213 $1.18M 0.04% -2,733 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 13,220 $1.18M 0.51% 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 12,827 $1.14M 1.32% 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 12,708 $1.13M 0.6% +250 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 12,631 $1.12M 0.2% -6 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 12,466 $1.11M 0.73% -4,491 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 12,425 $1.11M 0.01% -1,897 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 12,425 $1.11M 0.01% -1,897 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 11,789 $1.1M 0.8% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 12,249 $1.09M 0.15% -1,142 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 12,232 $1.09M 1.98% 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 12,059 $1.07M 0.03% +625 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 11,993 $1.07M 0.63% +61 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 11,938 $1.06M 0.64% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 11,751 $1.05M 0.03% -1,003 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 11,794 $1.05M 0.58% 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 11,698 $1.04M 0.04% -485 13F-HR/A Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 11,661 $1.04M 0.1% +306 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 11,605 $1.04M 0.23% -378 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 11,635 $1.04M 0.14% -282 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 11,580 $1.03M 0.21% +976 13F-HR Timeline CROBAN More: the full row for CROBAN 11,491 $1.02M 1% 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 11,223 $999K 0.94% 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 11,035 $983K 0.4% +382 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 10,881 $969K 0.04% -339 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 10,875 $968K 0.03% -20 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 10,790 $961K 0.61% 0 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 10,690 $952K 0.44% -825 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 10,714 $951K -2,552 Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 10,932 $946K 0.46% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 10,473 $935K 0.13% +86 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 10,481 $933K 0.03% +2,158 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 10,414 $927K 0.41% +3,242 13F-HR Timeline City State Bank More: the full row for City State Bank 10,395 $926K 0.33% 0 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 10,316 $921K 0.55% +340 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 10,343 $921K 0.01% +334 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 10,326 $919K <0.01% -81 13F-HR Timeline Group Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 10,205 $909K 0.16% -334 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 10,185 $907K <0.01% -49 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 10,182 $907K 0.03% +1,327 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,141 $903K 0.03% -3,218 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 9,610 $899K 0.08% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 10,038 $894K 0.11% +9 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 9,964 $887K 0.9% -45 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 9,923 $884K 0.23% +931 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 9,897 $881K 0.01% -3,315 13F-HR Timeline Group