WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 12,377 $752K 0.5% -271 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 12,070 $750K 0.27% -2,996 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 11,962 $743K 0.44% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 11,889 $742K 0.06% +75 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 11,759 $730K 0.2% +9 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,727 $729K 0.01% 0 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 11,720 $728K 0.82% 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 11,615 $722K 0.07% +1 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,485 $714K <0.01% -326 13F-HR Timeline Watchman Group, Inc. 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More: the full row for Kovack Advisors, Inc. 11,016 $685K 0.03% +2,418 13F-HR/A Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 10,904 $678K 0.03% -728 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,901 $678K 0.02% +308 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 10,885 $677K 0.02% -6 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 10,821 $673K 0.01% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 10,593 $658K 0.01% -2,623 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 10,489 $652K 0.02% -273 13F-HR Timeline Group MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 10,435 $649K 0.05% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 10,376 $645K 0.05% -862 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,352 $643K 0.02% -310 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,336 $642K 0.01% +34 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,141 $630K 0.03% +1,305 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 10,138 $630K 0.12% -1,632 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 10,128 $630K 0.03% +274 13F-HR Timeline Group FinDec Wealth Services, Inc. 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More: the full row for LANARK FINANCIAL, INC. 9,409 $585K 0.04% -1,222 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 9,323 $579K 0.29% +2,706 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 9,290 $577K 0.02% 0 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,280 $577K 0.04% +421 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 9,196 $572K 0.26% +1 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 9,195 $571K <0.01% -12,675 13F-HR Timeline Group Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 9,092 $565K 0.19% 0 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 9,029 $561K 0.22% -12,879 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 8,781 $546K 0.13% 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 8,550 $531K <0.01% 0 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 8,508 $529K <0.01% -2,500 13F-HR Timeline Group Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 8,504 $529K 0.11% +8 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 8,484 $527K 0.04% new 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 8,428 $524K 0.55% 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,373 $520K <0.01% -11,209 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,279 $515K 0.01% +502 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,278 $514K <0.01% -42 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 8,229 $511K <0.01% -689,900 13F-HR Timeline Group Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 8,160 $507K 0.09% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 8,172 $507K 0.02% 0 13F-HR Timeline Group Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 8,141 $506K 0.16% +224 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 8,220 $505K 0.19% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 8,104 $504K 0.04% -330 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 8,081 $502K <0.01% new 13F-HR Timeline Group WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 8,039 $500K 0.51% 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 8,020 $498K <0.01% 0 13F-HR/A Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 8,019 $498K <0.01% +4,320 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,741 $498K 0.02% 0 13F-HR Timeline Koshinski Asset Management, Inc. 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More: the full row for Physician Wealth Advisors, Inc. 7,668 $477K 0.07% +316 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 7,566 $470K 0.02% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 7,535 $468K 0.07% 0 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 7,509 $467K 0.22% -66 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 7,500 $466K 0.06% 0 13F-HR Timeline Financial Management, Inc. More: the full row for Financial Management, Inc. 7,462 $464K 0.44% 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 7,406 $460K 0.01% 0 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 7,362 $458K 0.45% 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 7,354 $457K 0.01% +334 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,309 $454K 0.03% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 7,305 $454K 0.03% +903 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 7,262 $451K 0.03% +6 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 7,234 $450K 0.01% -521 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 7,200 $447K 0.04% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 7,079 $440K 0.02% +1 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 7,063 $439K <0.01% -6,233 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 7,036 $437K 0.05% -130 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,003 $435K 0.01% -527 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,985 $434K 0.03% -15,770 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,955 $432K 0.01% +2 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 6,945 $431K 0.07% +901 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 6,826 $424K 0.1% -3 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 6,808 $423K <0.01% -998 13F-HR Timeline Group Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 6,753 $420K 0.06% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 6,661 $414K 0.02% -567 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 6,660 $414K 0.06% 0 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 6,649 $413K 0.22% -170 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 6,630 $412K 0.02% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 6,717 $408K 0.02% -1,251 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 6,466 $403K 0.09% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 6,365 $396K 0.08% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 6,360 $395K 0.17% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 6,330 $393K 0.04% +1,137 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 6,328 $393K 0.05% +155 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,284 $391K <0.01% -2,577 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 6,243 $388K <0.01% -60 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/ 6,243 $388K <0.01% +14 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 6,194 $385K 0.02% -4 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 6,186 $385K 0.23% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 6,182 $384K 0.26% -100 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 6,179 $384K 0.1% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,115 $380K 0.03% -970 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 5,936 $369K 0.01% new 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 5,900 $367K 0.02% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,875 $366K 0.02% -1,595 13F-HR Timeline Group Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 5,862 $364K 0.29% 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 5,848 $363K 0.06% 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 5,838 $363K 0.1% -79 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,835 $363K 0.01% -326 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 5,793 $360K 0.04% -53 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,720 $355K 0.01% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 5,916 $355K 0.04% -214 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,679 $353K 0.02% -124 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 5,670 $352K 0.02% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,624 $350K <0.01% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,602 $348K 0.01% -29 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,577 $347K 0.02% -4,682 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 5,568 $346K 0.07% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,549 $345K 0.01% +79 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 5,544 $345K 0.11% 0 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 5,491 $341K 0.04% -485 13F-HR Timeline Capital Developers, LLC More: the full row for Capital Developers, LLC 5,400 $336K 0.3% 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,383 $335K <0.01% -1,048 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 5,310 $330K 0.04% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 5,300 $329K 0.04% +1 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,268 $327K <0.01% -160 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,235 $325K 0.01% -2,824 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,178 $322K +454 Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,168 $321K 0.01% -210 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,165 $321K 0.01% -71 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,118 $318K 0.02% -988 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5,063 $315K 0.02% -405 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 5,020 $312K 0.04% +638 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,958 $308K 0.01% -42 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 4,947 $307K 0.05% +2 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 4,944 $307K 0.06% 0 13F-HR Timeline Sunbelt Securities, Inc. 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