BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 9,547 $632K 0.53% +4,220 13F-HR/A Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 9,525 $631K 0.02% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 9,377 $628K <0.01% +868 13F-HR/A Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 9,475 $627K 0.03% +801 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 9,270 $614K 0.01% -15 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,059 $583K 0.01% -9,714 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 8,668 $576K 0.11% +2,122 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 8,645 $572K 0.27% new 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 8,553 $566K 0.4% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,515 $564K 0.01% +320 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 8,443 $559K 0.05% +624 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 8,406 $556K <0.01% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,319 $551K 0.03% -2,688 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,215 $544K 0.01% +21 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,211 $544K 0.02% +1,330 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 8,115 $537K 0.04% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,994 $529K 0.03% +154 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 7,951 $526K 0.19% -28 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 7,957 $526K 0.06% new 13F-HR/A Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 7,889 $522K 0.01% 0 13F-HR Timeline Group Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 7,860 $520K 0.12% +742 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,839 $519K <0.01% +1,495 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 7,837 $519K 0.12% -164 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 7,822 $518K <0.01% +7,793 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 7,774 $515K 0.1% -1,340 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 7,544 $499K <0.01% 0 13F-HR Timeline Group Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 7,404 $490K 0.45% +6,317 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,379 $488K <0.01% +582 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,334 $486K 0.01% 0 13F-HR Timeline Group First Interstate Bank More: the full row for First Interstate Bank 7,282 $482K 0.03% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,209 $477K 0.02% +498 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,207 $477K <0.01% +1,523 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,195 $476K 0.01% -70 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,157 $474K 0.01% +2,793 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 7,021 $465K 0.13% +879 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 7,000 $464K 0.06% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 6,740 $446K 0.08% -413 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,678 $442K 0.03% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,392 $423K 0.07% -19,954 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,207 $410K <0.01% +1,994 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,158 $408K 0.01% +188 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,129 $406K <0.01% +70 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 5,989 $396K 0.14% -30 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 5,835 $386K 0.07% new 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 5,398 $379K 0.22% 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 5,691 $377K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,677 $376K <0.01% +659 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,632 $373K 0.01% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,578 $369K <0.01% +263 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 5,559 $368K 0.01% -47,023 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,520 $365K 0.01% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,508 $365K <0.01% +110 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,449 $361K 0.03% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,635 $358K 0.03% -1,959 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,391 $357K 0.01% 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 5,359 $355K <0.01% -268 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,348 $354K 0.01% -46 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,347 $354K 0.03% +47 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 5,333 $353K -181 Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 5,305 $351K 0.02% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 5,217 $345K 0.02% 0 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 5,096 $337K 0.13% new 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 5,082 $336K 0.11% new 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 5,060 $335K 0.02% -600 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,006 $331K 0.01% +211 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,930 $326K 0.01% +330 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,924 $326K 0.01% -221 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 4,851 $326K 0.21% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,866 $322K 0.01% +51 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 4,827 $318K <0.01% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,785 $317K <0.01% -28,905 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 4,722 $313K 0.04% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,565 $302K 0.01% +113 13F-HR/A Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 4,479 $297K 0.05% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,378 $290K <0.01% -308 13F-HR Timeline Group Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,298 $286K 0.26% +140 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,317 $285K <0.01% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,282 $283K 0.01% new 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,153 $275K <0.01% new 13F-HR/A Timeline Group MAI Capital Management More: the full row for MAI Capital Management 4,151 $275K <0.01% -27 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,148 $275K 0.38% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 4,146 $274K 0.04% 0 13F-HR/A Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,075 $270K 0.02% 0 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. 4,074 $270K <0.01% -1,605 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 4,066 $269K <0.01% +2,800 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,027 $267K 0.01% -150 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,013 $266K 0.01% new 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 4,003 $265K 0.12% +77 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 3,986 $264K 0.12% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,963 $262K <0.01% 0 13F-HR Timeline Group Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 3,958 $262K 0.05% -1,420 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,954 $262K 0.04% -50 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 3,918 $259K 0.24% 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 3,909 $259K 0.01% new 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 3,874 $256K 0.14% +12 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 3,817 $253K 0.12% 0 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 3,797 $251K 0.2% new 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,794 $251K 0.01% -2,367 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 3,741 $248K 0.01% new 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 3,725 $247K 0.03% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,668 $243K <0.01% new 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,580 $238K 0.02% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,579 $236K 0.01% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,568 $236K <0.01% +187 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,539 $234K 0.01% new 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 3,438 $228K 0.22% -279 13F-HR Timeline Group Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 3,431 $227K 0.06% +61 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,374 $223K 0.06% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,282 $217K 0.02% -6 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 3,208 $212K 0.06% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,200 $212K 0.01% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,183 $211K 0.02% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,169 $210K 0.01% -541 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,166 $210K 0.03% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,163 $209K <0.01% new 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 3,122 $207K <0.01% new 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 3,062 $203K 0.05% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,049 $202K <0.01% new 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,049 $202K 0.06% new 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 3,023 $200K 0.03% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,978 $197K <0.01% -1,539 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,941 $195K <0.01% +335 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 2,907 $192K 0.07% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,375 $157K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,253 $149K <0.01% +32 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,739 $115K 0.01% +63 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,579 $105K <0.01% +367 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 1,274 $84.3K 0.02% -126 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 1,207 $79.9K <0.01% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,167 $77.3K 0.01% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,110 $73.5K 0.02% -95 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 1,005 $66.5K 0.03% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,000 $66.2K <0.01% 0 13F-HR Timeline Group North Capital, Inc. More: the full row for North Capital, Inc. 1,000 $66.2K 0.06% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 996 $65.9K <0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 984 $65.2K <0.01% new 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 911 $60.3K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 891 $59K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 880 $58.3K <0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 856 $56.7K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 803 $53.2K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 792 $52.5K <0.01% -28 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 780 $51.6K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 769 $50.9K <0.01% +510 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 740 $49K <0.01% +532 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 723 $47.9K 0.01% +8 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 695 $46K <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 650 $43K 0.01% 0 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 613 $40.6K <0.01% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 504 $33.3K 0.02% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 500 $33.1K <0.01% +200 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 469 $31.1K 0.02% +103 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 416 $27.5K <0.01% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 413 $27.3K <0.01% 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 405 $26.8K <0.01% new 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 393 $26.1K 0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 380 $25.2K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 367 $24.3K 0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 367 $24.3K 0.01% 0 13F-HR Timeline Group Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 358 $23.7K 0.01% +91 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 357 $23.7K 0.01% new 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. 348 $23K <0.01% 0 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 260 $17.2K <0.01% -89 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 243 $15.8K <0.01% -190 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 236 $15.6K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 237 $15K <0.01% -165 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 223 $14.8K 0.04% -199 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 197 $13K <0.01% -9 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 181 $12K 0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 173 $11.5K <0.01% -677 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 155 $10.3K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 143 $9.45K <0.01% +3 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 136 $9K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 125 $8.28K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 125 $8.28K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 124 $8.21K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 124 $8.21K 0.03% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 119 $7.9K <0.01% +1 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 119 $7.88K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 100 $6.62K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 91 $6.02K <0.01% 0 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 76 $5.05K <0.01% +1 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 71 $4.69K <0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 56 $3.71K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 39 $2.58K <0.01% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 27 $1.79K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 27 $1.79K <0.01% -256 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 26 $1.72K <0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 21 $1.38K <0.01% +1 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 19 $1.26K <0.01% -10 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 18 $1.19K <0.01% +16 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 18 $1K <0.01% -11 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 14 $927 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6 $397 <0.01% new 13F-HR Timeline Group Robbins Farley More: the full row for Robbins Farley 4 $265 <0.01% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1 $40 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.