Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,554 $397K 0.1% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,603 $395K 0.06% -2 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,598 $393K <0.01% -1,285 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,589 $391K 0.2% -6,152 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,578 $389K 0.01% +176 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,907 $384K 0.03% +36 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,826 $380K 0.05% +56 13F-HR/A Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,537 $378K 0.07% -85 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,536 $378K 0.09% -6 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,533 $377K 0.03% -162 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 1,525 $374K 0.02% -25 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,515 $373K 0.01% new 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 1,510 $372K 0.11% -560 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,508 $371K <0.01% 0 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 1,503 $370K 0.11% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,496 $368K 0.01% -387 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 1,493 $368K 0.03% +1 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,489 $367K 0.01% +29 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,488 $366K 0.03% +324 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,410 $366K 0.04% new 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,480 $364K 0.12% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,474 $363K 0.13% -75 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,472 $363K 0.01% +32 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,471 $362K 0.03% +394 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,455 $358K 0.02% -15 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 1,450 $357K 0.07% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 1,450 $357K 0.06% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,448 $357K 0.14% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,447 $356K 0.06% new 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 1,446 $356K 0.21% 0 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 1,442 $355K 0.34% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,436 $354K 0.01% new 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,428 $352K 0.02% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,424 $351K 0.08% new 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 1,420 $350K 0.04% new 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 1,408 $347K 0.22% 0 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 1,400 $345K 0.04% -900 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,387 $342K 0.02% +1,000 13F-HR Timeline Ellevest, Inc. 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More: the full row for Pinnacle Wealth Planning Services, Inc. 1,282 $316K 0.04% -86 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,275 $314K 0.19% 0 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 1,274 $314K 0.15% 0 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,259 $310K 0.05% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,250 $308K 0.01% -4,410 13F-HR Timeline Group Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,251 $308K 0.18% -63 13F-HR/A Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,247 $307K <0.01% +60 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,240 $305K 0.02% +40 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 1,235 $304K 0.34% -177 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,232 $303K 0.02% +692 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 1,220 $300K <0.01% 0 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 1,160 $298K 0.11% +4 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,204 $296K 0.14% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,203 $296K 0.01% +3 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 1,200 $295K 0.09% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 1,193 $294K 0.01% -10 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,189 $293K 0.02% +38 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,179 $290K 0.26% -3 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,169 $288K 0.07% +440 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,169 $288K 0.01% +149 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,166 $287K <0.01% +36 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,157 $285K 0.04% +83 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,155 $284K 0.05% 0 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,155 $284K 0.07% -133 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,150 $283K 0.06% +4 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,150 $283K 0.06% 0 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 1,150 $283K 0.09% -60 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,133 $279K <0.01% -13 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,124 $277K <0.01% +37 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,123 $277K 0.01% -95 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,671 $273K 0.03% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,106 $272K 0.08% +12 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,098 $270K 0.06% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,097 $270K 0.04% 0 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 1,094 $269K 0.09% -10 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,089 $268K 0.09% +123 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,080 $266K <0.01% 0 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,075 $265K 0.04% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,067 $263K 0.01% +114 13F-HR Timeline SPC Financial, Inc. 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More: the full row for Phoenix Financial Ltd. 1,023 $252K <0.01% new 13F-HR/A Timeline Group Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,023 $252K 0.05% 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,022 $252K 0.1% -89 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,019 $251K 0.01% -21,474 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,008 $248K 0.1% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,005 $247K 0.06% +250 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 1,000 $246K <0.01% 0 13F-HR Timeline Group Columbia Asset Management More: the full row for Columbia Asset Management 1,000 $246K 0.05% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,000 $246K 0.06% new 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1,000 $246K 0.04% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 992 $244K 0.01% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 991 $244K 0.02% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 980 $241K 0.02% +230 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 965 $241K 0.01% new 13F-HR/A Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 972 $239K 0.05% -2,173 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 970 $239K 0.08% +560 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 962 $237K <0.01% new 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 949 $234K 0.11% 0 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 948 $233K 0.01% +222 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 903 $233K 0.01% -672 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. 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More: the full row for Legacy Financial Advisors, Inc. 819 $202K 0.03% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 816 $201K <0.01% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 814 $200K 0.07% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 800 $197K 0.07% 0 13F-HR Timeline Carmignac Gestion More: the full row for Carmignac Gestion 800 $197K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 794 $195K <0.01% +11 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. 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More: the full row for Clarity Asset Management, Inc. 596 $147K 0.08% +5 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 582 $143K <0.01% new 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 555 $137K <0.01% -1,056 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 554 $136K <0.01% +202 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 521 $128K 0.01% -61 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 513 $126K 0.03% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 500 $123K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 480 $118K 0.04% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 470 $116K 0.03% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 468 $115K 0.01% +71 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 455 $112K 0.06% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 452 $111K <0.01% -584 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 436 $107K 0.01% +13 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 430 $106K 0.09% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 426 $105K 0.01% +317 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 416 $102K 0.07% +19 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 413 $102K 0.01% -750 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 400 $98.5K 0.04% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 400 $98.5K 0.03% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 390 $97K 0.03% new 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 388 $95.5K 0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 364 $95K 0.06% -79 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 369 $90.9K 0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 366 $90.2K 0.02% +97 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 354 $87.2K 0.03% +285 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 355 $86.7K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 350 $86.2K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 335 $82.5K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 309 $76.1K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 304 $74.8K <0.01% +163 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 279 $68.7K 0.01% -1,861 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 278 $68.4K 0.04% -62 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 263 $64.8K <0.01% +22 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 258 $63.5K 0.01% -69 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 237 $58.3K 0.01% -13 13F-HR Timeline Blue Trust, Inc. 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