Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 48,520 $4.67M 0.28% +11,082 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 46,718 $4.5M 0.02% +6,363 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 46,705 $4.5M 0.06% -3,169 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 46,354 $4.46M 0.08% +3,743 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 46,150 $4.44M 2.02% -2,505 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 45,375 $4.37M 0.04% +3,651 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 45,131 $4.35M 1.81% +3,460 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 45,112 $4.34M 1.09% +1,849 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 44,631 $4.3M 0.02% +12,764 13F-HR Timeline Group Friedenthal Financial More: the full row for Friedenthal Financial 43,768 $4.21M 2.17% +43,581 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 43,297 $4.17M 1.13% +1,872 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 43,066 $4.16M 0.08% -828 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 42,937 $4.13M 0.05% +2,834 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 42,726 $4.11M 0.38% +480 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 42,515 $4.09M 0.08% +2,954 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 42,482 $4.09M 0.03% +15,653 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 42,954 $4.08M -1,150 Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 42,134 $4.06M 0.07% +14,026 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 42,170 $4.04M 0.15% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 41,340 $3.98M 0.09% +1,297 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 40,649 $3.91M 0.14% +2,845 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 40,387 $3.89M 1.4% +2,136 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 39,852 $3.84M 0.78% +1,577 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 39,359 $3.79M 0.07% +27,304 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 39,357 $3.79M 0.35% +4,924 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 38,950 $3.75M 0.02% -85 13F-HR Timeline Group LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 38,548 $3.71M 1.51% +984 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 37,700 $3.63M 0.01% -1,496,400 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 37,640 $3.62M 1.16% +1,849 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 37,359 $3.6M 0.04% +11,991 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 37,064 $3.57M 0.46% +3,971 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 36,806 $3.54M 0.36% -1,352 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 36,786 $3.54M 0.21% +1,771 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 36,558 $3.52M 1.01% +2,131 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 36,434 $3.51M 0.36% +26,190 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 36,377 $3.51M 0.2% -229 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 35,778 $3.44M 0.42% 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 34,960 $3.37M 0.15% -4,680 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 34,574 $3.33M 0.12% +1,024 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 34,331 $3.31M <0.01% -239,757 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 34,308 $3.3M 0.51% +2,486 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 33,807 $3.25M 0.32% +2,775 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 33,797 $3.25M 0.02% +3,041 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 33,578 $3.23M 0.24% +665 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 33,059 $3.18M 0.26% -2,976 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 32,800 $3.16M 1.11% -58,954 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 32,535 $3.13M 0.01% -143 13F-HR Timeline Group Q3 Asset Management More: the full row for Q3 Asset Management 31,574 $3.04M 0.7% +6,349 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 31,386 $3.02M 0.05% +14,390 13F-HR/A Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 31,226 $3.01M 0.58% +568 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 31,041 $2.99M 0.39% -1,575 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 30,998 $2.98M 0.18% +6,050 13F-HR Timeline CROBAN More: the full row for CROBAN 30,949 $2.98M 1.44% +12,421 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 30,436 $2.93M 0.24% +527 13F-HR Timeline Group Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 30,386 $2.93M 0.09% new 13F-HR Timeline Group VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 29,973 $2.89M 2.69% +406 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 29,835 $2.87M 0.32% +4,802 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 29,621 $2.85M 0.94% +616 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 29,393 $2.83M 1.25% +418 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 29,245 $2.82M 0.74% +396 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 29,058 $2.8M 1.65% +1,562 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 28,869 $2.78M 0.19% +1,614 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 28,780 $2.77M 0.04% +27,807 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 28,674 $2.76M 1.11% +427 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 28,577 $2.75M 0.34% +2,837 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 28,488 $2.74M 0.02% +1,514 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 28,151 $2.72M 0.65% +4,929 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 28,077 $2.7M 1.83% +453 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 27,811 $2.68M 1.67% +10,007 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 27,698 $2.67M 0.31% -2,052 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 27,647 $2.66M 0.33% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 27,368 $2.63M 0.05% 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 27,284 $2.63M 0.14% -22 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 27,219 $2.62M 0.1% -54,146 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 26,954 $2.6M 0.91% +1,855 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 26,646 $2.57M 0.4% +411 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 26,580 $2.56M <0.01% +3,820 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 26,572 $2.56M <0.01% +22,757 13F-HR/A Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 26,306 $2.53M 0.07% +12,698 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 26,245 $2.53M 0.06% +3,426 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 26,077 $2.51M 0.12% +14,754 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 25,910 $2.49M +449 Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 25,610 $2.47M 0.34% -3,946 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 25,550 $2.46M 1.73% +656 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 25,182 $2.42M 0.03% +1,240 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 24,297 $2.34M 0.03% +8,777 13F-HR Timeline Group Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 24,221 $2.33M 1.87% +2,431 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 24,087 $2.32M 1.61% +526 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 23,956 $2.31M 0.78% -861 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 23,956 $2.31M 0.7% +111 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 23,875 $2.3M 0.15% -44 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 23,862 $2.3M 0.14% +1,507 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 23,746 $2.29M 0.18% +1,324 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 23,405 $2.25M 1.4% +93 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 23,365 $2.25M 0.25% +9,848 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 23,288 $2.24M 0.43% +2,624 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 22,747 $2.19M 0.37% -129 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 22,705 $2.19M 0.15% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 22,449 $2.16M 0.09% +1,436 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 22,155 $2.13M +9,306 Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 21,894 $2.11M 1.24% +13,931 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 21,812 $2.1M 0.51% -1,584 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 21,279 $2.05M 0.53% -9,927 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 20,911 $2.01M 0.02% -1,155 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 20,774 $2M +20,467 Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 20,760 $2M 0.93% +1,137 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 20,572 $1.98M <0.01% new 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 20,431 $1.97M 0.65% new 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 20,082 $1.93M 1.06% +708 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 19,986 $1.92M 1.19% +97 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 19,851 $1.91M <0.01% +5,414 13F-HR Timeline Group IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 19,818 $1.91M 0.03% +6,217 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 19,651 $1.89M 0.21% +3,119 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 19,545 $1.88M 0.03% -36 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 19,522 $1.88M 0.43% +1,713 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 19,267 $1.86M 0.67% +456 13F-HR/A Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 19,260 $1.85M 0.38% +4,394 13F-HR Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 18,847 $1.82M 1.59% 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 18,793 $1.81M 0.31% +2,849 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 18,746 $1.8M 0.74% -69 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 18,600 $1.79M <0.01% -1,598,900 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 18,570 $1.79M 0.02% +11,676 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 18,256 $1.78M 0.73% 0 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 18,338 $1.77M 1.29% +104 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 18,138 $1.75M 0.19% +2,707 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 18,072 $1.74M 0.07% -892 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 17,817 $1.72M 0.53% new 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 17,778 $1.71M 0.11% +4,168 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 17,772 $1.71M 0.72% +710 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 17,647 $1.71M 0.69% +383 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 17,346 $1.67M 0.44% +175 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 17,315 $1.67M 0.02% -2,319 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 17,302 $1.67M 0.03% +3,851 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 17,166 $1.65M 0.02% +481 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 17,054 $1.64M 0.82% +196 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 17,045 $1.64M 0.17% +1,159 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 17,017 $1.64M 1.35% +2,099 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 16,974 $1.63M 0.04% +680 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 16,961 $1.63M 0.14% +440 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 16,905 $1.63M 0.3% +1,616 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 16,843 $1.62M 0.02% -496 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 16,675 $1.61M 0.01% 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 16,529 $1.59M 0.46% +435 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 16,502 $1.59M 0.11% +438 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 16,462 $1.59M 0.08% +3,920 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 16,254 $1.56M 0.22% +1,781 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 16,220 $1.56M 0.07% +583 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 16,054 $1.55M 0.01% +5,304 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 15,948 $1.54M 0.06% +175 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 15,813 $1.52M 0.09% -7,872 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 15,785 $1.52M 0.38% 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 15,629 $1.5M 0.15% +3,712 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 15,452 $1.49M 0.07% +974 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 15,434 $1.49M 0.02% +2,564 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 15,285 $1.47M 0.13% +116 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 15,281 $1.47M <0.01% -1,170 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 15,268 $1.47M 0.35% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 15,203 $1.46M 0.3% +6,330 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 15,101 $1.45M 0.31% +404 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 15,081 $1.45M 0.5% 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 14,920 $1.44M 0.43% +651 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 14,832 $1.43M 0.73% +472 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 14,800 $1.42M 0.16% -125 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 14,775 $1.42M 0.01% -2,543 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 14,695 $1.41M 0.1% +463 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 14,569 $1.4M 0.03% +84 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 14,541 $1.4M 0.77% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 14,520 $1.4M <0.01% +785 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 14,502 $1.4M 0.07% +1,910 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 14,483 $1.39M 0.73% +770 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 14,422 $1.39M 0.01% +4,966 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 14,354 $1.38M 0.62% +1 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 14,214 $1.37M 0.01% -4,239 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 14,123 $1.36M 0.04% -851 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 14,053 $1.35M 0.03% +1,004 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 14,042 $1.35M 0.15% 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 14,004 $1.35M 0.1% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 13,887 $1.34M 0.03% +10,832 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 13,862 $1.33M 0.01% -319 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 13,621 $1.31M 0.77% 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 13,613 $1.31M <0.01% -221,189 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 13,608 $1.31M 0.21% +716 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 13,492 $1.3M 0.19% +1,768 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 13,486 $1.3M 0.67% +413 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 13,450 $1.29M 0.28% +899 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 13,381 $1.29M 1.08% 0 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 13,250 $1.28M 0.79% -371 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 13,177 $1.27M 0.11% +4,161 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 13,164 $1.27M 0.06% -1,122 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 13,138 $1.26M 1.19% +925 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 13,112 $1.26M 0.19% +1,255 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 12,979 $1.25M <0.01% +3,876 13F-HR Timeline Group LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 12,937 $1.25M 0.64% +1,169 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 12,884 $1.24M 0.45% +63 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 12,862 $1.24M 0.03% +2,502 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 12,857 $1.24M 0.15% +273 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 12,781 $1.23M 0.71% -28 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 12,660 $1.22M 0.03% -842 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 12,539 $1.21M 0.02% +248 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 12,445 $1.2M 0.03% -104 13F-HR Timeline