PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 16,860 $1.33M 0.04% +521 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 16,662 $1.31M <0.01% +7,282 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 16,647 $1.31M 0.02% -1,224 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 16,623 $1.31M 0.09% +396 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 16,405 $1.29M 0.08% +245 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 16,207 $1.28M 0.01% +738 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 15,783 $1.24M 0.01% +1,093 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 15,744 $1.24M 0.25% +3,809 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 15,465 $1.22M 0.18% -271 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 15,338 $1.21M 0.02% -609 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 15,214 $1.2M 0.12% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 15,188 $1.19M 0.15% +1,382 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 14,925 $1.17M 0.06% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 14,868 $1.17M 0.08% -828 13F-HR/A Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 14,767 $1.16M <0.01% 0 13F-HR Timeline Group Henry James International Management In… More: the full row for Henry James International Management Inc. 14,714 $1.16M 0.36% +3,231 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 14,665 $1.15M 0.03% +329 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 13,928 $1.1M 0.06% +1,348 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 13,800 $1.09M 0.04% -9,204 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13,706 $1.08M 0.02% +179 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 13,588 $1.07M 0.04% +4,524 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 13,545 $1.07M 0.43% 0 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 13,426 $1.06M 0.57% +96 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 13,375 $1.05M 0.03% -4,442 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 13,376 $1.05M <0.01% -1,097 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 13,324 $1.05M <0.01% +54 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 13,167 $1.04M 0.01% +1,516 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 12,880 $1.01M 0.04% 0 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 12,608 $992K 0.69% +724 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 12,561 $988K 0.02% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 12,544 $987K 0.05% +83 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 12,537 $986K 0.19% -301 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 12,445 $979K 0.26% +123 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 12,390 $975K 0.04% +4,375 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 12,384 $974K 0.24% +463 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 12,357 $972K 0.01% +1,168 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 12,356 $972K 0.03% +324 13F-HR Timeline Group Themes Management Co LLC More: the full row for Themes Management Co LLC 12,195 $959K 0.76% 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 12,121 $954K 0.53% 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 12,067 $949K 0.21% 13F-HR Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 12,030 $946K <0.01% +5,793 13F-HR Timeline Group May Hill Capital, LLC More: the full row for May Hill Capital, LLC 11,712 $921K 0.25% +335 13F-HR/A Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 11,603 $913K 0.02% +3,973 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 11,543 $908K 0.22% -278 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 11,534 $907K 0.24% +3,684 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 11,336 $892K 0.24% +6,627 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 11,331 $891K 0.09% +599 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 11,315 $890K 0.21% -553 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,302 $889K 0.01% +6,744 13F-HR/A Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 11,186 $880K 0.04% 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 11,106 $874K 0.02% +74 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 10,991 $865K 0.02% -535 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 10,984 $864K <0.01% +3,507 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 10,800 $850K 0.05% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 10,636 $837K 0.07% +3,018 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 10,597 $834K 0.16% 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 10,361 $815K 0.29% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 10,268 $808K 0.08% +153 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 10,214 $804K <0.01% +3,131 13F-HR Timeline Group BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 10,175 $800K 0.01% -29,314 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 10,171 $800K 0.09% +2,624 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,141 $798K 0.01% +5,659 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 10,110 $795K 0.32% +5 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 10,100 $795K 0.34% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 10,090 $794K 0.31% +40 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 10,068 $792K 0.78% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 9,992 $786K <0.01% -440 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 9,957 $783K 0.43% +1,776 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,858 $776K <0.01% +1,549 13F-HR Timeline Group RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 9,800 $771K 0.08% -4,885 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 9,677 $761K 0.41% -130 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 9,514 $748K 0.12% +376 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 9,494 $747K +394 Timeline Optas, LLC More: the full row for Optas, LLC 9,425 $741K 0.12% +19 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 9,412 $740K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,356 $736K 0.03% +1,260 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 9,315 $733K 0.14% +1,575 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 8,278 $729K 0.11% -8,136 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 9,193 $723K 0.13% +246 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,072 $714K 0.01% -379 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 9,008 $709K 0.29% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 9,004 $708K 0.21% 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 8,238 $685K 0.04% +52 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 8,683 $683K 0.01% +1,593 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 8,631 $679K 0.02% +4,253 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 8,504 $669K 0.31% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,445 $664K 0.02% -18,462 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,262 $663K 0.02% +397 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 8,416 $662K 0.04% -1 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,227 $647K <0.01% +696 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,209 $646K 0.01% +5,181 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 8,045 $633K 0.34% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,825 $616K <0.01% 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 8,326 $609K <0.01% +36 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,741 $609K 0.02% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 7,741 $609K 0.08% +3,466 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,718 $607K 0.01% +2,524 13F-HR Timeline Group Main Street Research LLC More: the full row for Main Street Research LLC 7,696 $605K 0.03% +338 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 7,548 $596K <0.01% +4,730 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 7,573 $596K 0.04% +69 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 13,130 $593K <0.01% -772 13F-HR Timeline Group Monument Capital Management More: the full row for Monument Capital Management 7,520 $592K 0.15% +4,397 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 7,489 $589K 0.07% 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 7,366 $580K 0.12% +1,806 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 7,372 $579K 0.14% +926 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 7,311 $575K 0.12% -45 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 7,302 $574K 0.09% +28 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 7,296 $574K 0.2% 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 7,177 $565K 0.04% +419 13F-HR/A Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 7,072 $556K 0.09% -153 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,033 $553K 0.01% +1,016 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6,967 $548K 0.3% 0 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 6,810 $536K 0.04% +758 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 6,791 $534K 0.06% -197 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,702 $527K 0.01% +1,062 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,612 $520K <0.01% +254 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 6,572 $517K 0.05% +2,737 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,466 $509K 0.1% +146 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 6,443 $507K 0.01% +1,335 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 6,321 $497K 0.11% 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 6,317 $497K 0.23% +614 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,302 $496K <0.01% +5,646 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 6,283 $494K 0.29% +2,186 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,280 $494K 0.17% -207 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,278 $494K 0.02% -536 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 6,200 $488K 0.02% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,145 $483K 0.02% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 6,042 $475K 0.08% -206 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 5,986 $471K 0.57% +445 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,775 $454K <0.01% new 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 5,762 $453K 0.16% +62 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 5,707 $449K 0.05% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,621 $442K 0.01% +633 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,577 $439K <0.01% -20 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 5,558 $437K 0.13% 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,542 $436K 0.04% +23 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 5,500 $433K 0.02% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,488 $432K 0.01% -646 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,463 $430K <0.01% +385 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,366 $422K 0.02% +1,890 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 5,244 $413K 0.28% new 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,232 $412K 0.01% +208 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 5,204 $409K 0.11% 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 5,176 $407K 0.01% -2,461 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 5,044 $397K 0.08% -140 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 4,961 $390K <0.01% +243 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,930 $388K 0.01% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 4,912 $386K 0.1% -151 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 4,858 $382K 0.06% +59 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,848 $381K 0.02% +555 13F-HR Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 4,809 $378K 0.12% +49 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,798 $377K 0.01% +729 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 4,686 $377K 0.06% -14,545 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 4,776 $376K 0.01% +108 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,744 $373K 0.04% +1,870 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,711 $371K 0.02% +10 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,685 $369K 0.04% -371 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 4,634 $365K 0.02% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,551 $358K 0.09% +643 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,509 $355K 0.06% -649 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,496 $354K 0.02% +39 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,338 $341K 0.03% +219 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,270 $336K 0.01% +740 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 4,257 $335K <0.01% new 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,253 $335K 0.01% +1,072 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,222 $332K 0.01% 0 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 4,215 $332K <0.01% +429 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,213 $331K 0.01% +1,066 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 4,198 $330K 0.1% -500 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,195 $330K 0.02% +114 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 4,152 $327K 0.08% -515 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,084 $322K 0.02% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,092 $322K 0.04% +2,254 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 4,075 $321K 0.08% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,045 $318K 0.01% -1,335 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,037 $318K 0.01% -2,999 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,004 $315K 0.01% -425 13F-HR Timeline Group Weil Company, Inc. More: the full row for Weil Company, Inc. 4,000 $315K 0.07% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,965 $312K 0.1% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,964 $312K 0.04% +10 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,960 $312K 0.01% +229 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 3,954 $311K 0.03% -4,590 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,936 $310K 0.02% -142 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 3,921 $308K 0.15% 13F-HR/A Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,913 $308K 0.01% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,900 $307K 0.01% +700 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,900 $307K <0.01% new 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,899 $307K 0.11% +24 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 3,852 $303K 0.07% -52 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,815 $300K <0.01% +843 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,777 $297K 0.01% +843 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,722 $293K <0.01% new 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3,713 $292K 0.03% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,696 $291K 0.01% -29 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 3,689 $290K 0.16% +56 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 3,650 $287K 0.1% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,455 $272K 0.02% +1,539 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,437 $270K 0.01% -18 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,407 $268K 0.01% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,400 $267K 0.03% new 13F-HR Timeline