Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 19,502 $1.74M 1.27% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 18,888 $1.68M 0.11% -325 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 18,786 $1.67M 0.38% -172 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 18,745 $1.67M 0.02% -20,488 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 18,688 $1.66M 0.06% +1,058 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 18,640 $1.66M 0.03% +8,302 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 18,343 $1.63M 0.33% +1,736 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 17,472 $1.55M 0.47% -46 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 17,463 $1.55M 0.02% +5,227 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 16,966 $1.51M 0.44% -2,597 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 16,800 $1.5M 0.03% new 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 16,740 $1.49M 0.03% new 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 16,733 $1.49M 0.09% +2,481 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 16,400 $1.46M 0.16% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 16,194 $1.44M 0.01% +10,176 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 16,194 $1.44M 0.01% +10,176 13F-HR/A Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 16,019 $1.43M 0.49% +19 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 15,998 $1.42M 0.05% +12,367 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 15,989 $1.42M 0.13% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 15,988 $1.42M 0.11% +550 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 16,403 $1.42M 0.25% +84 13F-HR/A Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 15,784 $1.4M 0.19% -3,460 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 15,688 $1.4M 0.19% +2,452 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 15,687 $1.4M 0.02% +6,637 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 15,532 $1.38M 0.02% -185 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 15,418 $1.37M 0.36% +514 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 15,109 $1.34M 0.02% -12,217 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 14,999 $1.33M 0.1% +7,024 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 14,975 $1.33M 0.92% -2,350 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 14,664 $1.3M 0.55% +414 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 14,595 $1.3M 0.04% +1,000 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 14,464 $1.29M 0.25% +224 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 15,836 $1.29M 0.03% +4,302 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 14,416 $1.28M 0.05% new 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 14,385 $1.28M +2,170 Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 14,265 $1.27M 0.07% +3,395 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 14,247 $1.27M 0.47% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 13,544 $1.26M 0.01% -4,043 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 14,177 $1.26M 0.42% -1,089 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 14,019 $1.25M 0.67% +50 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 13,917 $1.24M 0.52% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 13,728 $1.22M 0.05% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 13,685 $1.22M 0.01% +7,671 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 13,405 $1.19M 0.11% 0 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 13,243 $1.18M 0.25% -72 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 13,219 $1.18M 0.36% -2,383 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 13,100 $1.17M 0.91% +8,100 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 12,899 $1.15M 0.07% +3,693 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 12,818 $1.14M 0.1% +1,290 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 12,449 $1.11M 0.28% -193 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 12,300 $1.09M 0.06% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 12,250 $1.09M 0.36% -281 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 12,150 $1.08M 0.09% -650 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 12,091 $1.08M 0.03% +1,114 13F-HR/A Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 12,000 $1.07M 0.03% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 11,994 $1.07M 0.01% -2,751 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 11,988 $1.07M 0.05% -2,051 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 11,983 $1.07M 0.09% +7,897 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 11,913 $1.06M 0.06% -1,671 13F-HR/A Timeline Group NVWM, LLC More: the full row for NVWM, LLC 11,668 $1.04M 0.28% -19 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 11,607 $1.03M 0.86% -70 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 11,484 $1.02M <0.01% -12,903 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 11,415 $1.02M 0.2% -5,155 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 11,327 $1.01M 0.01% -620 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 11,150 $1.01M 0.16% +900 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 11,284 $1M 0.04% +559 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 11,241 $1M 0.01% -68,577 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 11,226 $999K 0.07% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 11,220 $998K 0.08% +8,049 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 11,088 $987K 0.01% +1,288 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,846 $980K 0.03% +386 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 10,711 $953K <0.01% -60 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,695 $952K 0.01% -52,644 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 10,663 $949K <0.01% -8,952 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 9,425 $944K 0.02% 0 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 9,408 $942K 0.11% +482 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 10,548 $939K 0.36% -9 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 9,641 $914K 0.03% +5 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 10,194 $907K 0.01% -1,093 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 10,011 $891K <0.01% +3,676 13F-HR Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 10,000 $890K 0.09% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 9,872 $879K 0.01% +69 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 9,850 $877K 0.31% +600 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 9,838 $875K 0.1% -157 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 9,639 $863K 0.46% +1,672 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 9,684 $862K 0.04% -18 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 9,544 $849K 0.01% -9,707 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 9,429 $839K 0.21% -501 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 9,300 $828K 0.04% +2,500 13F-HR Timeline Group Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 9,115 $811K 0.46% +315 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 9,050 $805K 0.01% -50 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 9,027 $803K 0.11% -11 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 9,011 $803K 0.07% 0 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 9,001 $801K 0.39% +226 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 9,000 $801K <0.01% 0 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,949 $796K 0.03% -989 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 8,945 $796K 0.03% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 8,911 $793K 0.03% -5 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 8,822 $785K 0.01% +135 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 8,817 $785K 0.03% +67 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 8,403 $748K 0.37% -2,220 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 8,365 $744K 0.05% +91 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,356 $744K 0.05% new 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 8,299 $739K 0.4% -663 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 8,290 $738K 0.14% +651 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,221 $732K 0.06% +2,635 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 8,187 $729K 0.48% +1,903 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 8,101 $721K 0.02% -1,155 13F-HR/A Timeline Group TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 7,870 $700K 0.04% +414 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,765 $691K 0.01% -200 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 7,760 $691K 0.99% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,744 $689K 0.02% -2 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 7,706 $686K 0.23% +1,047 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 7,663 $682K <0.01% +456 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 7,553 $672K 0.01% new 13F-HR/A Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 7,548 $672K <0.01% -1,716 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 7,545 $671K 0.05% +1,501 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,535 $671K 0.02% -65 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 7,527 $670K 0.24% -465 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 7,510 $668K 0.06% -1,310 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 7,500 $667K 0.17% 0 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,487 $666K 0.02% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 7,372 $656K 0.1% +3,899 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 7,273 $647K <0.01% +1,058 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,218 $642K 0.01% new 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,212 $642K 0.03% +4,425 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,178 $639K 0.01% -1,262 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,118 $634K <0.01% +18 13F-HR Timeline Group Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 7,116 $633K 0.14% +64 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,035 $626K 0.01% +480 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 6,943 $618K 0.52% -2,787 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 6,938 $617K 0.15% +503 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 6,900 $614K 0.02% +1,055 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,850 $610K 0.02% -129 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,790 $604K 0.02% +1,313 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 6,725 $598K 0.16% +1,350 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,705 $597K 0.04% +25 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,680 $594K 0.15% +200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 6,635 $590K <0.01% -77,783 13F-HR/A Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 6,605 $588K -1,576 Timeline ORG Partners LLC More: the full row for ORG Partners LLC 6,475 $585K 0.14% new 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 6,470 $576K 0.28% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 5,548 $575K <0.01% 0 13F-HR/A Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 6,360 $566K <0.01% -1,031 13F-HR Timeline Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 6,330 $563K 0.02% new 13F-HR Timeline Group Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,325 $563K 0.35% -100 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,311 $562K 0.01% +3,284 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,270 $558K 0.01% -6,130 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 6,177 $550K 0.09% -2,702 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 6,145 $547K 0.03% 0 13F-HR/A Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 6,000 $534K 0.02% 0 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 5,825 $518K 0.09% 0 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 5,775 $514K 0.07% +700 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,756 $512K <0.01% -268 13F-HR Timeline Group Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 5,695 $507K 0.31% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 5,808 $506K 0.54% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,635 $501K 0.02% -509 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 5,583 $497K 0.02% -1,764 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 5,540 $493K 0.04% new 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 5,489 $488K 0.12% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,057 $485K <0.01% +269 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,441 $484K 0.03% +331 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 5,430 $483K 0.14% +1,030 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,363 $477K 0.02% -529 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,287 $470K <0.01% +2,826 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 5,252 $467K 0.04% +888 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 5,225 $465K 0.01% +2,500 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,173 $465K 0.04% +1,076 13F-HR/A Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,150 $458K 0.06% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 5,092 $453K 0.01% -4,892 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 5,089 $453K <0.01% -35,606 13F-HR Timeline Group BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 5,087 $453K 0.26% +918 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,058 $450K 0.01% -63 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 5,000 $445K 0.24% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 5,000 $445K 0.23% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,875 $434K <0.01% 0 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 4,830 $430K 0.15% -2 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,815 $428K 0.04% +1,955 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 4,764 $424K 0.04% new 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 4,735 $421K 0.01% new 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,654 $414K 0.04% +1,999 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 4,568 $407K 0.37% +129 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 4,549 $405K 0.22% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,500 $400K 0.04% +1,000 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,425 $394K 0 Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,393 $391K 0.15% new 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 4,376 $389K 0.14% +95 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 4,355 $388K 0.26% -193 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,344 $387K <0.01% -256 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,325 $385K 0.01% +393 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 4,295 $382K 0.06% 0 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 4,288 $382K 0.19% -1,503 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 4,210 $375K 0.04% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,200 $374K 0.13% new 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 4,200 $374K 0.05% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 4,251 $372K 0.01% -4,710 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 4,180 $372K 0.36% -40 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 4,162 $370K -3,641 Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,085 $364K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,084 $363K 0.04% +1,867 13F-HR Timeline