Allie Family Office LLC More: the full row for Allie Family Office LLC 4,315 $213K 0.08% new 13F-HR/A Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 4,287 $212K 0.11% new 13F-HR Timeline Daiichi Life International Holdings LLC in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life International Holdings LLC 4,284 $212K 6.71% new 13F-HR Timeline Group LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 4,245 $210K 0.01% new 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 4,226 $209K 0.09% -400 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 4,210 $208K 0.04% -410 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,129 $204K <0.01% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 3,715 $203K <0.01% -1,307 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,431 $194K 0.01% +74 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,934 $194K 0.01% -215 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,826 $189K 0.09% -527 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. 3,800 $187K <0.01% 0 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 3,595 $178K 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 3,500 $173K 0.01% -240 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,340 $165K <0.01% -474 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 3,191 $158K 0.12% -1,857 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 3,186 $157K 0.08% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,981 $147K 0.01% -80 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 2,981 $147K <0.01% -2,522 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 2,955 $146K 0.04% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 2,900 $143K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,779 $137K <0.01% -1,862 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,448 $121K <0.01% +283 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,442 $121K -155 Timeline Sankala Group LLC More: the full row for Sankala Group LLC 2,408 $119K 0.08% -71 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,253 $111K 0.02% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,052 $101K 0.03% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 2,005 $99.1K 0.04% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,987 $98.1K <0.01% -163 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,886 $92.8K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,780 $87.9K 0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,772 $87.5K <0.01% -180 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,665 $82.2K 0.02% 0 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 1,661 $82K 0.01% -2,700 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,600 $79K <0.01% -198 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,575 $78K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,470 $72.6K <0.01% -57 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1,431 $70.7K <0.01% new 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,354 $66.9K 0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,297 $63.9K <0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,232 $60.9K 0.01% -66 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,180 $58.3K 0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,154 $56.9K <0.01% new 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,039 $51.3K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,038 $51.3K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,000 $49.4K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,000 $49.4K 0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,000 $49K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 978 $48.3K 0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 958 $47.3K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 949 $46.8K <0.01% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 946 $46.7K <0.01% -18 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 925 $45.7K <0.01% -908 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 912 $45K <0.01% -463 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 896 $44.3K 0.02% +550 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 785 $38.8K <0.01% -436 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 775 $38.3K <0.01% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 722 $35.7K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 707 $35K 0.02% -92 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 644 $31.8K <0.01% +83 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 638 $31.5K <0.01% +150 13F-HR Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 619 $30.6K 0.02% -121 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 599 $29.6K 0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 564 $27.9K 0.01% -7,675 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 560 $27.6K 0.01% -13 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 517 $26K <0.01% 0 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 520 $25.7K 0.01% +20 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 500 $24.7K <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 462 $22.8K 0.02% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 455 $22.5K <0.01% new 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 424 $20.9K <0.01% -13 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 395 $19.5K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 391 $19.3K <0.01% -85 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 375 $18.5K <0.01% 0 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 370 $18.3K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 361 $17.8K 0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 339 $16.7K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 327 $16.2K <0.01% +302 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 300 $14.8K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 300 $14.8K <0.01% -371 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 300 $14.8K <0.01% +100 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 279 $14K <0.01% 0 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 250 $12.3K 0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 235 $11.6K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 192 $10K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 202 $9.96K <0.01% -176 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 197 $9.73K <0.01% 0 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 188 $9.29K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 183 $9.04K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 185 $9K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 184 $9K <0.01% 0 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 179 $8.84K <0.01% -450 13F-HR Timeline Group Ravenswood Partners LP More: the full row for Ravenswood Partners LP 177 $8.74K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 160 $7.9K <0.01% -29 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 159 $7.85K <0.01% -85 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 156 $7.71K <0.01% -89 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 153 $7.56K <0.01% -62 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 150 $7.41K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 133 $6.57K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 125 $6.18K <0.01% +60 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 116 $5.73K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 114 $5.62K <0.01% +15 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 112 $5.53K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 109 $5.4K <0.01% -169 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 108 $5.32K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 105 $5.17K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 103 $5.09K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 100 $4.94K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 100 $4.94K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 100 $4.94K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 87 $4.3K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 80 $3.95K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 76 $3.73K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 75 $3.7K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 74 $3.64K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 71 $3.51K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 64 $3.14K <0.01% -161 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 56 $2.77K <0.01% -78 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 56 $2.77K <0.01% new 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 51 $2.54K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 41 $2.02K <0.01% 0 13F-HR/A Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 52 $2K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 37 $1.84K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 30 $1.48K <0.01% -1,827 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 27 $1.33K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 11 $1K <0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 20 $988 <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 17 $840 <0.01% new 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 10 $494 <0.01% -660 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 7 $346 <0.01% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 4 $198 <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1 $49 <0.01% 0 13F-HR Timeline