LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 47,039 $4.48M 0.58% +1,605 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 44,104 $4.2M -123 Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 43,919 $4.18M 0.01% +41,739 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 43,894 $4.18M 0.08% +410 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 43,263 $4.12M 1.07% +1,962 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 43,017 $4.09M 0.28% -23,573 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 42,900 $4.09M 0.06% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 42,611 $4.06M 0.07% +5,533 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 42,246 $4.02M 0.38% +1,132 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 42,170 $4.01M 0.18% +34,770 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 41,724 $3.97M 0.04% -1,942 13F-HR/A Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 41,671 $3.97M 1.75% +4,592 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 41,425 $3.94M 1.02% +7,710 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 40,355 $3.84M 0.02% +2,586 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 40,103 $3.82M 0.04% +852 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 40,043 $3.81M 0.1% +3,319 13F-HR/A Timeline GenTrust, LLC More: the full row for GenTrust, LLC 39,640 $3.77M 0.17% +1,500 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 39,561 $3.77M 0.08% +2,730 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 39,473 $3.76M -18,238 Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 39,056 $3.72M 3.33% -57,213 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 39,035 $3.72M 0.02% +1,262 13F-HR/A Timeline Group High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 38,275 $3.64M 0.75% +418 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 38,251 $3.64M 1.37% -1,248 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 38,158 $3.63M 0.39% -1,071 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 37,804 $3.6M 0.17% +3,275 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 37,564 $3.58M 1.5% +1,994 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 37,438 $3.56M 0.19% +7,664 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 36,606 $3.49M 0.19% +695 13F-HR/A Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 36,035 $3.43M 0.3% +8,345 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 35,791 $3.41M 1.14% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 35,015 $3.33M 0.15% +1,294 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 34,433 $3.28M 0.31% +160 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 34,427 $3.28M 1.01% +1,277 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 33,550 $3.19M 0.12% +11,084 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 33,093 $3.15M 0.47% -14,500 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 33,010 $3.14M 1.43% +23,043 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 32,967 $3.14M 0.07% +28,560 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 32,913 $3.13M 0.24% -2,259 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 32,678 $3.11M 0.01% -471 13F-HR Timeline Group LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 32,616 $3.1M 0.44% +1,528 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 32,550 $3.1M 0.09% new 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 32,358 $3.08M 1.2% +4,194 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 32,154 $3.06M 0.14% +9,040 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 31,867 $3.03M 0.01% new 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 31,822 $3.03M 0.51% +4,008 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 31,206 $2.97M 0.8% -15,086 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 31,032 $2.95M 0.29% +5,215 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 30,756 $2.93M 0.02% +1,216 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 30,658 $2.92M 0.57% +1,518 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 30,179 $2.87M 0.03% new 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 29,909 $2.85M 0.24% +29,505 13F-HR Timeline Group EQ LLC More: the full row for EQ LLC 29,833 $2.84M 0.96% +13,154 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 29,750 $2.83M 0.33% -2,406 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 29,734 $2.83M 0.02% new 13F-HR/A Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 29,567 $2.81M 2.63% +645 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 29,556 $2.81M 0.41% +14,685 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 29,390 $2.8M 0.37% -11,386 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 29,005 $2.76M 0.94% +635 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 29,005 $2.76M 0.01% new 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 28,975 $2.76M 1.24% +570 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 28,849 $2.75M 0.74% +1,191 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 28,247 $2.69M 1.06% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 28,108 $2.68M 0.05% new 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 27,624 $2.63M 2.14% +350 13F-HR Timeline Group Farrell Financial LLC More: the full row for Farrell Financial LLC 27,496 $2.62M 1.64% +2,090 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 27,306 $2.6M 0.16% -566 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 27,255 $2.59M 0.19% +2,160 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 26,974 $2.57M 0.02% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 26,875 $2.56M 0.36% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 26,829 $2.55M 0.02% -81,848 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 26,235 $2.5M 0.39% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 25,740 $2.45M 0.31% +1,919 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 25,461 $2.42M +384 Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 25,368 $2.41M 0.04% +5,192 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 25,225 $2.4M 0.82% new 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 25,099 $2.39M 0.86% -2,325 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 25,033 $2.38M 0.29% +261 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 24,948 $2.37M 0.15% +2,359 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 24,894 $2.37M 1.7% +1,233 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 24,817 $2.36M 0.73% -14,442 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 23,942 $2.28M 0.03% +2,162 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 23,919 $2.28M 0.15% -633 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 23,845 $2.27M 0.7% +1,865 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 23,685 $2.25M 0.14% +6,399 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 23,396 $2.25M 0.59% +247 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 23,561 $2.24M 1.63% +1,560 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 23,312 $2.22M 1.38% -2,243 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 23,222 $2.21M 0.56% +645 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 22,876 $2.18M 0.38% -96 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 22,819 $2.17M 0.05% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 22,760 $2.17M <0.01% +11,119 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 22,422 $2.13M 0.19% +9,918 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 22,355 $2.13M 0.12% -11,833 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 22,066 $2.1M 0.02% -44,089 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 22,003 $2.09M 0.36% -38 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 21,790 $2.07M 1.78% +3,252 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 21,013 $2M 0.09% +1,916 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 20,735 $1.97M 0.28% +1,207 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 20,664 $1.97M 0.38% +5,274 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 19,889 $1.89M 1.19% +334 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 19,634 $1.87M 0.02% -4,589 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 19,623 $1.87M 0.87% -933 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 19,581 $1.86M 0.03% +36 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 19,374 $1.84M 1.06% +632 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 18,964 $1.81M 0.08% -1,145 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 18,815 $1.79M 0.76% +262 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 18,811 $1.79M 0.66% +2,149 13F-HR/A Timeline CROBAN More: the full row for CROBAN 18,528 $1.76M 1.18% +4,570 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 18,453 $1.76M 0.02% new 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 18,256 $1.75M 0.79% 0 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 18,234 $1.74M 1.27% -570 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 17,809 $1.7M 0.42% -836 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 17,804 $1.69M 1.21% +14,280 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 17,497 $1.67M 0.03% +14,148 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 17,264 $1.66M 0.7% +1,130 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 17,339 $1.65M 0.02% -3,911 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 17,318 $1.65M 0.01% +1,099 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 17,171 $1.63M 0.44% +249 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 17,145 $1.63M <0.01% new 13F-HR Timeline Group Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 17,062 $1.62M 0.72% +104 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 16,996 $1.62M 0.03% +3,096 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 16,858 $1.6M 0.82% +194 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 16,685 $1.59M 0.02% +828 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 16,532 $1.57M 0.19% +2,858 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 16,521 $1.57M 0.14% -392 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 16,451 $1.57M <0.01% +397 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 16,294 $1.55M 0.04% +836 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 16,094 $1.53M 0.47% +3,923 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 16,064 $1.53M 0.1% +74 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 15,944 $1.52M 0.27% +1,838 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 15,886 $1.51M 0.2% -851 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 15,773 $1.5M 0.06% +1,242 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 15,637 $1.49M 0.07% +302 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 15,520 $1.48M 0.03% +2,821 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 15,473 $1.47M 0.11% -1,427 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 15,431 $1.47M 0.2% +1,665 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 15,289 $1.46M 0.29% +1,234 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 15,268 $1.45M 0.36% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 15,169 $1.44M 0.13% -823 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 14,974 $1.43M 0.04% new 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 14,925 $1.42M 0.16% +702 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 14,918 $1.42M 1.18% -319 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 14,866 $1.42M 0.31% +6,005 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 14,697 $1.4M 0.31% +7,580 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 14,595 $1.39M 0.79% -58,822 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 14,485 $1.38M 0.03% +956 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 14,478 $1.38M 0.07% -3,499 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 14,473 $1.38M 0.23% +221 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 14,448 $1.38M 0.31% +1,292 13F-HR Timeline STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 14,437 $1.37M <0.01% +9,148 13F-HR Timeline Group Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 14,432 $1.37M 0.64% +880 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 14,360 $1.37M 0.71% +319 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 14,353 $1.37M 0.61% +53 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 14,286 $1.36M 0.06% -714,374 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 14,269 $1.36M 0.42% +489 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 14,232 $1.35M 0.1% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 14,181 $1.35M 0.01% -5,585 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 13,735 $1.31M <0.01% +1,925 13F-HR Timeline Group OxenFree Capital LLC More: the full row for OxenFree Capital LLC 13,713 $1.3M 0.72% +1,089 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 13,621 $1.3M 0.88% -600 13F-HR/A Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 13,610 $1.3M 0.08% -177 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 13,608 $1.3M 0.04% -8,946 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 13,601 $1.29M 0.02% new 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 13,517 $1.29M 0.15% -224 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 13,502 $1.29M 0.03% -318 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 13,451 $1.28M 0.03% -15,906 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 13,381 $1.27M 1.14% 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 13,073 $1.24M 0.7% +967 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13,049 $1.24M 0.03% +1,247 13F-HR Timeline Group GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 13,017 $1.24M 0.2% +241 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 12,849 $1.23M +5,153 Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 12,892 $1.23M 0.22% +344 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 12,870 $1.23M 0.02% -3,377 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 12,821 $1.22M 0.45% +515 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 12,809 $1.22M 0.71% -17 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 12,678 $1.21M 0.16% -2,756 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,592 $1.2M 0.07% -787 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 12,584 $1.2M 0.16% +340 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 12,551 $1.19M 0.27% +616 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 12,549 $1.19M 0.03% +130 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 12,542 $1.19M 0.07% +1,862 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 12,291 $1.17M 0.02% -29 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 12,283 $1.17M 0.11% +4,266 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 12,213 $1.16M 1.14% -500 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 12,158 $1.16M 0.02% -578 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 12,055 $1.15M 0.03% +1,611 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 11,917 $1.13M 0.12% +1,177 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 11,857 $1.13M 0.18% +138 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 11,724 $1.12M 0.16% +1,140 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 11,768 $1.12M 0.59% +34 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 11,499 $1.09M 0.66% new 13F-HR Timeline MATHER GROUP, LLC. 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