SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 7,349 $685K 0.03% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 7,337 $684K 0.02% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,311 $682K 0.01% +3 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 7,263 $677K 0.05% 0 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 8,872 $669K 0.24% -1,475 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,150 $667K 0.01% 0 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 7,107 $662K 0.4% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,846 $651K 0.01% +55 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 6,951 $648K 0.01% -600 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 6,905 $644K 0.03% -279 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,847 $639K <0.01% -1,657 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 6,831 $637K 0.41% +946 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 6,799 $634K 0.01% -392 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 6,777 $632K 0.03% -30 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 6,719 $627K 0.3% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 6,711 $626K 0.15% +461 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 6,668 $622K 0.29% +204 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 6,619 $617K 0.03% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 6,603 $616K 0.02% new 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 6,597 $615K 0.12% -32 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 6,475 $604K <0.01% +7 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,467 $603K 0.02% 0 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,372 $594K <0.01% -72 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 6,349 $592K 0.06% -3,584 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,327 $590K 0.02% -476 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 6,305 $588K 0.27% -212 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 6,251 $583K <0.01% +3,633 13F-HR/A Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 6,211 $579K 0.01% -11,808 13F-HR Timeline Group TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 6,165 $575K 0.17% +1,273 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 6,020 $561K 0.06% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 5,999 $560K 0.01% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 5,961 $556K 0.1% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 5,931 $553K 0.11% +3,575 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 5,711 $552K 0.41% new 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 5,910 $551K 0.13% -36,463 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,809 $542K 0.01% new 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 5,809 $542K 0.08% -1,182 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,798 $541K 0.02% -675 13F-HR Timeline Noble Wealth Partners LLC More: the full row for Noble Wealth Partners LLC 5,695 $531K 0.46% 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,689 $531K 0.01% +510 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 5,652 $527K 0.05% -389 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,631 $525K 0.03% +562 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 5,600 $522K 0.01% +300 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 5,593 $522K 0.18% +677 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 5,593 $522K 0.02% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,505 $513K 0.02% -464 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,487 $512K 0.12% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,474 $511K 0.01% -459 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 5,399 $504K 0.1% +779 13F-HR Timeline Group W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 5,384 $502K <0.01% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 5,420 $496K new Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 5,317 $496K 0.28% +133 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 5,315 $496K 0.01% +12 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,274 $492K 0.01% new 13F-HR Timeline Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 5,265 $491K 0.01% new 13F-HR Timeline Group Curat Global, LLC More: the full row for Curat Global, LLC 6,328 $490K 0.4% -1,129 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,098 $475K 0.03% +1,236 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,086 $474K -139 Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 5,079 $474K 0.02% new 13F-HR Timeline Verger Capital Management LLC More: the full row for Verger Capital Management LLC 5,021 $468K 0.14% -1,124 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,944 $461K <0.01% -1,916 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,908 $458K <0.01% -3,605 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 4,858 $453K 0.19% +4,363 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,858 $453K 0.01% -339 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,823 $450K <0.01% +484 13F-HR Timeline Group Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 4,750 $443K <0.01% new 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 4,735 $442K <0.01% +1,282 13F-HR Timeline Group Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 4,605 $430K 0.11% -20 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,604 $429K 0.01% -929 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,600 $429K <0.01% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,598 $429K <0.01% +242 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,548 $424K 0.05% +1,162 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,019 $424K 0.02% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 4,534 $423K 0.04% +211 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 4,522 $422K 0.23% -234 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 4,520 $422K 0.13% +20 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 4,512 $421K 0.1% +24 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,417 $412K 0.03% -4,068 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,429 $412K 0.02% new 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 4,380 $409K 0.06% +357 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 4,352 $406K 0.04% +308 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,335 $404K 0.07% +387 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,261 $403K 0.04% +85 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 4,300 $401K 0.11% -100 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 4,292 $400K 0.03% 0 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 4,732 $400K <0.01% +125 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 4,267 $398K <0.01% -996 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 4,256 $397K 0.07% 0 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 4,177 $390K 0.08% -2,466 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 4,140 $386K 0.2% -267 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 4,130 $385K 0.16% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 4,128 $385K 0.02% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,083 $381K 0.44% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,077 $380K <0.01% -159 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,067 $379K 0.06% -85 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,065 $379K 0.09% +21 13F-HR Timeline Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 4,000 $373K 0.06% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,988 $372K 0.02% +647 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,966 $370K 0.05% +142 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 3,939 $367K 0.2% -95 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,926 $366K 0.01% +188 13F-HR Timeline XP Advisory US, Inc. More: the full row for XP Advisory US, Inc. 3,922 $366K 0.2% 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,907 $364K 0.06% -87 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,877 $362K 0.02% 0 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 3,870 $361K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,824 $357K 0.03% +791 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,800 $354K <0.01% 0 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,794 $354K 0.02% -1,248 13F-HR Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 3,750 $350K 0.14% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,681 $343K 0.01% +113 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,646 $340K 0.02% +855 13F-HR Timeline Group BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,530 $339K 0.14% +821 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 3,631 $339K 0.09% +175 13F-HR Timeline ABBINGTON INVESTMENT GROUP More: the full row for ABBINGTON INVESTMENT GROUP 3,608 $336K 0.21% +1 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,517 $335K 0.03% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,525 $333K 0.06% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,558 $332K <0.01% -41,350 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 3,555 $332K 0.03% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,471 $326K <0.01% new 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,495 $326K 0.18% +3,135 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,493 $326K 0.02% new 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 3,475 $324K 0.28% +50 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,467 $323K <0.01% -44 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 3,467 $323K 0.1% +181 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,442 $321K 0.01% +293 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 3,440 $321K 0.01% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,410 $318K 0.02% +81 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,388 $316K 0.08% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,360 $313K <0.01% +296 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 3,342 $312K 0.26% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 3,324 $310K <0.01% new 13F-HR Timeline Group Lansing Street Advisors More: the full row for Lansing Street Advisors 3,300 $308K 0.07% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,294 $307K 0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,289 $307K 0.02% -12 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 3,285 $306K 0.04% new 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 3,265 $305K 0.1% 0 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 3,240 $302K 0.07% -396 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 3,229 $301K 0.11% 0 13F-HR/A Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 3,227 $301K 0.17% -1,426 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,218 $300K 0.03% -129 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,153 $298K 0.01% +2 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,180 $297K 0.09% 0 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 3,179 $297K 0.01% 0 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3,124 $291K 0.02% -663 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,105 $290K 0.06% -206 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 3,081 $287K <0.01% new 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,072 $287K 0.05% +529 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,065 $286K 0.02% +254 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,033 $283K <0.01% +18 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,997 $279K 0.01% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,978 $278K 0.06% +249 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,978 $278K 0.04% 0 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 2,964 $276K 0.11% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,918 $272K 0.01% 0 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 2,913 $272K <0.01% -48,413 13F-HR Timeline Group FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 2,905 $271K 0.05% +554 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 2,904 $271K 0.21% 0 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 2,904 $271K 0.1% -100 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. 2,900 $270K <0.01% new 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,899 $270K 0.02% +105 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,891 $270K 0.01% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,887 $269K 0.01% -124 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,887 $269K <0.01% -12,178 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,880 $269K 0.02% new 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 2,871 $268K 0.03% +6 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,863 $267K 0.02% -56 13F-HR/A Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 2,849 $266K 0.07% -20 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,839 $265K 0.01% -874 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 2,833 $264K 0.16% +66 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 2,831 $264K 0.08% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,830 $264K <0.01% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,821 $263K 0.07% -40 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,799 $261K <0.01% -220 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,778 $259K 0.15% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,722 $254K <0.01% -12 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,714 $253K <0.01% new 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 2,729 $253K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,699 $252K <0.01% -82 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,697 $252K 0.01% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,633 $246K 0.02% -3,277 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,629 $245K <0.01% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,612 $244K 0.01% -16,049 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,593 $242K 0.02% -474 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 2,559 $239K 0.04% -688 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 2,540 $237K 0.01% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,538 $237K 0.02% 0 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 2,516 $235K <0.01% -50,804 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,515 $235K 0.02% new 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,500 $233K 0.04% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,490 $232K <0.01% +54 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,454 $229K 0.25% +79 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 2,436 $227K 0.08% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,400 $224K 0.04% 0 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 2,394 $223K 0.02% -101 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,390 $223K 0.03% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,356 $220K <0.01% new 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,328 $217K 0.02% new 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 2,322 $217K 1.25% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,318 $216K 0.01% new 13F-HR Timeline Group Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 2,290 $214K 0.04% new 13F-HR Timeline