Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,476 $843K 0.39% -9 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,462 $835K 0.04% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,462 $835K 0.17% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,455 $831K 0.31% -247 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 1,429 $816K 0.05% +228 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,420 $811K 0.21% -3 13F-HR Timeline Group Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 1,418 $810K 0.02% +166 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,239 $798K 0.03% -756 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 1,391 $795K 0.31% +42 13F-HR Timeline Rakuten Investment Management, Inc. More: the full row for Rakuten Investment Management, Inc. 1,353 $788K <0.01% 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 1,366 $780K 0.79% -19 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,356 $775K 0.02% +1,354 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,353 $773K 0.41% -361 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,326 $758K 0.02% +649 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 1,287 $749K 0.01% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,307 $747K 0.02% +7 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 1,305 $746K <0.01% -41,764 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 1,296 $740K 0.05% -1 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,282 $732K 0.01% -54 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,281 $732K <0.01% -109 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,276 $729K 0.01% +1,180 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,274 $728K 0.11% +37 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,041 $725K 0.06% 0 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 1,266 $723K 0.01% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,262 $721K 0.05% +405 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,255 $717K 0.01% new 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,255 $717K 0.02% +43 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 1,240 $708K 0.67% -150 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 1,200 $686K 0.02% -40 13F-HR Timeline BROWN CAPITAL MANAGEMENT LLC More: the full row for BROWN CAPITAL MANAGEMENT LLC 1,186 $678K 0.02% -1,160 13F-HR Timeline MIG Capital, LLC More: the full row for MIG Capital, LLC 1,181 $675K 0.09% +704 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,176 $672K 0.03% -26 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,173 $670K 0.01% +260 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,170 $668K 0.05% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 1,124 $642K 0.01% -385 13F-HR Timeline JUPITER ASSET MANAGEMENT LTD in group JUPITER ASSET MANAGEMENT LTD More: the full row for JUPITER ASSET MANAGEMENT LTD 1,121 $640K 0.01% 0 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,121 $640K 0.01% -88 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,121 $640K 0.03% -664 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,119 $639K <0.01% -407 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 1,100 $628K <0.01% -17,000 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 1,100 $628K 0.72% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,085 $620K 0.01% +89 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,076 $615K 0.06% +2 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,069 $611K 0.01% +288 13F-HR Timeline Redwood Investments, LLC More: the full row for Redwood Investments, LLC 1,046 $598K 0.22% -2 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,039 $595K 0.35% -11 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,041 $595K 0.33% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,031 $589K 0.09% +52 13F-HR Timeline PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 1,030 $588K 0.11% -1,290 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,025 $586K 0.04% -250 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,023 $584K 0.01% +219 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,019 $582K 0.05% -415 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 1,015 $580K 0.17% new 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 1,000 $571K <0.01% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 992 $566K 0.01% -12 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 966 $562K 0.01% 0 13F-HR Timeline Group PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 984 $562K 0.2% new 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 980 $560K 0.04% +263 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 980 $560K +243 Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 975 $557K 0.01% +405 13F-HR Timeline OSSIAM More: the full row for OSSIAM 952 $544K 0.01% +256 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 939 $536K 0.02% new 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 939 $536K 0.17% -638 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 936 $535K <0.01% +96 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 936 $535K 0.06% +83 13F-HR Timeline Hel Ved Capital Management Ltd More: the full row for Hel Ved Capital Management Ltd 935 $534K 0.27% -3,900 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 920 $526K 0.18% 0 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 850 $520K 0.05% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 902 $515K <0.01% +365 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 890 $508K 0.02% -500 13F-HR Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 880 $503K <0.01% -21 13F-HR Timeline Group One68 Global Capital, LLC More: the full row for One68 Global Capital, LLC 862 $492K 0.24% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 861 $492K 0.09% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 852 $487K 0.01% new 13F-HR Timeline Group GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 850 $486K 0.31% -72 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 845 $483K 0.43% -2 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 843 $482K 0.02% +135 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 837 $478K <0.01% +117 13F-HR Timeline Group Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 836 $478K 0.36% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 828 $473K 0.02% +435 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 813 $464K 0.22% +330 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 798 $456K <0.01% -76 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 798 $455K <0.01% -128 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 795 $454K <0.01% +239 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 790 $451K 0.14% -4 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 789 $451K -191 Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 785 $448K 0.02% -220 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 778 $444K 0.19% +575 13F-HR/A Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 777 $444K 0.01% -74 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 774 $442K 0.22% +4 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 720 $441K 0.03% +6 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 764 $436K 0.02% new 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 756 $432K 0.02% 0 13F-HR Timeline Group WRAPMANAGER INC More: the full row for WRAPMANAGER INC 749 $428K 0.11% -129 13F-HR Timeline Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 747 $427K 0.25% -1,010 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 735 $420K 0.01% -1,099 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 732 $418K 0.03% +145 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 730 $417K 0.19% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 719 $411K 0.01% +15 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 714 $408K 0.06% new 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 711 $406K 0.2% -1 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 710 $406K 0.01% +19 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 707 $404K 0.02% +110 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 704 $402K 0.01% -74 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 700 $400K 0.07% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 693 $396K 0.01% +90 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 676 $386K 0.07% -44 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 671 $383K 0.08% +514 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 662 $378K <0.01% +19 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 647 $370K 0.13% -31 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 643 $367K 0.03% 0 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 630 $360K 0.09% -370 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 563 $356K 0.23% -17 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 610 $348K 0.02% +12 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 602 $344K 0.36% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 597 $341K 0.1% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 584 $334K 0.01% +20 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 583 $333K 0.24% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 582 $332K 0.04% -25 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 579 $331K 0.02% new 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 572 $330K 0.03% +124 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 628 $326K 0.03% new 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 570 $326K 0.01% -68 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 523 $320K 0.03% +8 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 560 $320K 0.16% new 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 554 $316K 0.01% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 551 $315K 0.02% +39 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 551 $314K 0.02% -1,313 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 548 $313K 0.01% -49 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 548 $313K <0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 545 $311K 0.06% +7 13F-HR Timeline Group AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 543 $310K 0.09% new 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 548 $308K 0.16% +156 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 521 $298K 0.07% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 521 $298K <0.01% -42 13F-HR Timeline Group BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 515 $294K 0.07% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 514 $294K 0.02% -107 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 509 $291K 0.02% +84 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 506 $289K 0.01% -149 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 503 $287K <0.01% +1 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 433 $286K 0.01% -72 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 493 $282K 0.03% -981 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 492 $281K 0.01% -22 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 492 $281K 0.05% -19 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 481 $280K <0.01% +179 13F-HR/A Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 488 $279K 0.01% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 481 $275K 0.04% new 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 480 $274K 0.25% -54 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 479 $274K 0.07% +8 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 476 $272K 0.08% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 470 $269K 0.04% 0 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 465 $266K 0.03% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 464 $265K 0.01% +344 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 464 $265K 0.04% -45 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 463 $265K 0.06% -278 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 463 $265K 0.05% -896 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 460 $263K 0.02% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 457 $261K 0.01% +123 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 456 $261K <0.01% -25 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 444 $254K <0.01% +133 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 442 $252K 0.03% +109 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 436 $249K 0.01% -2,157 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 435 $249K 0.01% -24 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 433 $247K 0.05% +82 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 354 $247K 0.08% 0 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 426 $243K <0.01% +84 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 426 $243K 0.08% -95 13F-HR/A Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 424 $242K 0.06% -5 13F-HR/A Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 424 $242K 0.02% +176 13F-HR/A Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 414 $237K 0.06% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 410 $234K 0.02% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 410 $234K <0.01% -42 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 408 $233K 0.02% -37 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 406 $232K 0.06% -56 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 176 $232K <0.01% +112 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 405 $231K 0.02% -95 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 405 $231K 0.01% +20 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 402 $230K <0.01% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 402 $230K 0.03% +35 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 401 $229K <0.01% -5 13F-HR Timeline Group All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 400 $229K 0.09% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 399 $228K 0.11% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 395 $226K 0.02% -7 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 395 $226K 0.01% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 392 $224K 0.05% -24 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 423 $223K 0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 390 $223K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 389 $222K 0.01% -91 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 385 $220K 0.09% -3 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 416 $220K 0.04% 0 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 379 $217K 0.07% new 13F-HR Timeline Group Impact Investors, Inc More: the full row for Impact Investors, Inc 378 $216K 0.17% -9 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 375 $214K 0.03% -25 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 370 $211K 0.11% -13 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 369 $211K 0.14% -10 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 349 $210K 0.11% -9 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 368 $210K 0.06% new 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 366 $209K 0.08% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 365 $209K <0.01% new 13F-HR Timeline Group PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 365 $209K 0.21% -650 13F-HR Timeline