Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 4,602 $365K 0.08% -134 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,527 $360K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,491 $357K <0.01% -60 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,362 $346K <0.01% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,186 $332K 0.02% +463 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,179 $332K 0.01% -1,485 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,145 $329K <0.01% +20 13F-HR Timeline Group Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 4,003 $318K 0.13% -433 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,940 $313K <0.01% new 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 3,866 $307K 0.23% -5 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 3,836 $305K 0.07% +901 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 3,775 $300K 0.04% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,694 $293K <0.01% +147 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 3,622 $288K 0.03% -443 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,592 $285K <0.01% -17,407 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,409 $271K <0.01% +309 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,400 $270K 0.01% +242 13F-HR Timeline Group MBA Advisors LLC More: the full row for MBA Advisors LLC 3,346 $266K 0.09% -376 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 3,329 $264K <0.01% new 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 3,200 $254K 0.02% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,014 $239K 0.03% +24 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,014 $239K 0.01% -8,376 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 2,990 $237K 0.05% +3 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 2,907 $231K 0.05% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,841 $226K 0.02% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,814 $223K 0.05% -8 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,770 $220K <0.01% new 13F-HR Timeline Group Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 2,763 $219K 0.14% -363 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 2,623 $208K 0.07% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,611 $207K 0.01% new 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 2,581 $205K 0.02% new 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. 2,576 $205K <0.01% new 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 2,524 $200K 0.04% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,070 $167K <0.01% -149 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 2,051 $164K 0.19% -13 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,840 $146K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,652 $131K <0.01% +140 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,484 $118K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,438 $114K 0.03% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,432 $114K <0.01% new 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,239 $103K 0.01% 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,242 $98.6K <0.01% 0 13F-HR Timeline Group RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,014 $80.5K 0.03% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 941 $74.7K <0.01% -781 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 737 $58.5K <0.01% 0 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 729 $57.9K 0.31% +51 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 534 $42.4K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 446 $35.6K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 433 $34.4K <0.01% +1 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 300 $23.8K <0.01% +1 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 239 $19K <0.01% 0 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 239 $18.9K <0.01% +51 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 228 $18.1K 0.01% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 145 $11.5K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 140 $11.1K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 122 $9.69K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 96 $7.63K <0.01% +1 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 88 $6.99K <0.01% 0 13F-HR Timeline Group MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 77 $6.12K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 68 $5.4K <0.01% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 63 $5.01K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 63 $5K <0.01% -265 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 53 $4.21K <0.01% -12 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 47 $3.71K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 45 $3.57K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 43 $3.42K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 39 $3.1K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 34 $2.7K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 30 $2.38K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 25 $1.99K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 20 $1.59K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 18 $1.43K <0.01% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 3 $238 <0.01% 13F-HR Timeline Group