Sigma Planning Corp More: the full row for Sigma Planning Corp 26,949 $1.95M 0.05% -2,524 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 26,597 $1.92M 0.57% -270 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 25,719 $1.86M 0.09% -102 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 25,526 $1.85M 0.11% -21,576 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 25,191 $1.82M <0.01% new 13F-HR Timeline Group Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 24,936 $1.8M 0.31% -216 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 24,561 $1.78M 0.04% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 24,405 $1.76M 0.02% new 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 24,402 $1.76M 0.25% -1,939 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 23,864 $1.72M 0.02% -705 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 23,337 $1.69M 0.01% +23,275 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 23,308 $1.68M <0.01% -86 13F-HR Timeline Group American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 23,129 $1.67M 0.2% -437 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 22,967 $1.66M 0.6% +61 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 22,784 $1.65M 0.03% -970 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 22,766 $1.65M 0.08% new 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 22,309 $1.61M 0.12% 0 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 22,235 $1.61M 1.99% +111 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 21,839 $1.58M 0.07% -2,283 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 21,534 $1.56M <0.01% +1,118 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 20,937 $1.51M 1.21% -86 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 20,546 $1.49M 0.12% -651 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 0 $1.48M 0.97% -20,480 13F-HR Timeline Amount filed as zero, left out of ratios. FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 19,933 $1.44M 0.02% -11,540 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 19,931 $1.44M <0.01% new 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 19,289 $1.39M 0.08% +15,883 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 19,176 $1.39M 0.51% +916 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 18,247 $1.32M 0.21% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 17,947 $1.3M <0.01% -1,186 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 17,534 $1.27M 0.52% -4 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 17,006 $1.23M 0.46% -237 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 16,966 $1.23M 0.06% -2,858 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 16,810 $1.22M <0.01% 0 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 16,831 $1.21M 0.05% +6,656 13F-HR Timeline Group FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 16,756 $1.21M 0.2% -4,163 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 16,574 $1.2M 0.01% -1,826 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 16,117 $1.17M 0.01% -3,781 13F-HR Timeline Group Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 16,043 $1.16M 0.4% -362 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 15,836 $1.14M 0.65% -817 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 15,627 $1.13M -700 Timeline TSFG, LLC More: the full row for TSFG, LLC 15,598 $1.13M 0.14% -64,056 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 15,458 $1.12M 0.09% -744 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 15,368 $1.11M 0.11% -103,910 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 15,120 $1.09M 0.63% -350 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 14,994 $1.08M 0.43% -120 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 14,525 $1.05M 0.01% -36,584 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 14,131 $1.02M 0.05% -123 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 14,002 $1.01M 0.18% -816 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 13,986 $1.01M 0.01% -348 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 13,923 $1.01M 0.01% -211 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 13,839 $1M 0.37% 0 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 13,630 $985K 0.34% -3,661 13F-HR Timeline Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 13,545 $979K 0.85% +327 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 13,469 $974K 0.53% -8 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 13,353 $965K 0.05% -4,309 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 12,997 $939K <0.01% +1,789 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 12,468 $901K 0.19% +31 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 12,326 $891K <0.01% +40 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 12,181 $880K 0.03% +1,455 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 11,950 $864K <0.01% -3,589 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 11,912 $861K 0.03% -411 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 11,898 $860K 0.59% -109 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 11,853 $857K 0.31% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,542 $834K 0.01% +4,919 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 11,522 $832K 0.16% -5,896 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 11,453 $828K 0.38% new 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 11,343 $820K 0.29% 0 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 11,324 $818K 1.34% -19,164 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 11,323 $818K <0.01% -1 13F-HR/A Timeline Group NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 11,301 $809K 0.1% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 11,105 $803K 0.44% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 10,776 $779K <0.01% +3,942 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 10,654 $770K 0.04% +1,511 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 10,525 $761K <0.01% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 10,357 $749K 0.05% -750 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 10,218 $739K 0.45% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 10,079 $729K 0.11% +226 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 9,901 $716K 0.3% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,748 $705K 0.01% 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 9,740 $704K 0.09% -386 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 9,613 $695K 0.36% -45,779 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 9,562 $691K 0.14% new 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 9,189 $664K 0.19% -347 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,140 $661K <0.01% +801 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,053 $654K <0.01% new 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 8,770 $634K 0.05% +390 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 8,610 $622K 0.23% 0 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 8,535 $611K 0.32% -32,344 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 8,383 $606K 0.06% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 8,363 $605K 0.19% +21 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 8,265 $597K 0.07% -727 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 8,217 $594K 0.01% new 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 8,139 $588K 0.2% +3,566 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 8,124 $587K 0.14% -4,554 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 8,075 $584K 0.01% -374 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 7,912 $572K 0 Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 7,901 $571K 0.07% 0 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 7,897 $571K 0.13% -2 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 7,802 $564K 0.04% -7,263 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 7,780 $562K 0.04% 0 13F-HR Timeline Group Idaho Trust Co More: the full row for Idaho Trust Co 7,749 $560K 0.16% -1,632 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 7,666 $554K 0.2% new 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 7,570 $547K 0.25% +143 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 7,430 $537K 0.55% +928 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,608 $528K 0.01% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,271 $526K 0.01% new 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 7,249 $524K 0.05% -1,228 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 7,242 $523K 0.38% -194 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 7,212 $521K 0.04% -580 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,092 $513K <0.01% -3,954 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 7,009 $507K 0.1% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,868 $496K 0.02% -5,198 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 6,691 $484K 0.66% +1,140 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 6,686 $483K <0.01% -1,521 13F-HR Timeline Group CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 6,674 $482K 0.11% +814 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,595 $477K 0.01% +406 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,595 $477K 0.01% -3,869 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 6,540 $473K 0.03% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 6,510 $471K <0.01% new 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 6,300 $455K 0.03% new 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 6,296 $455K 0.03% 0 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 6,267 $453K 0.04% +17 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 6,130 $443K 0.05% new 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 6,042 $437K 0.67% +28 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 6,000 $434K 0.03% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,935 $425K 0.02% -473 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 5,677 $410K 0.17% -515 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 5,686 $404K 0.05% -69 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 5,500 $398K 0.02% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,497 $397K <0.01% new 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 5,419 $392K 0.24% +2,395 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,415 $391K 0.02% 0 13F-HR Timeline Group MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 5,342 $386K 0.04% -148 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 5,292 $383K 0.03% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 5,254 $380K <0.01% -136 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 5,229 $378K <0.01% new 13F-HR/A Timeline Group CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 5,185 $375K 0.09% 0 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 5,170 $374K 0.05% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 5,118 $370K <0.01% new 13F-HR/A Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 5,051 $365K 0.06% -53 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 4,982 $360K 0.4% -3,200 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,008 $359K 0.02% +471 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,965 $359K <0.01% -661 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 4,964 $359K 0.08% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,931 $356K 0.03% +1,591 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 4,894 $354K 0.06% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,880 $353K 0.08% +925 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 4,869 $352K 0.25% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,858 $351K <0.01% new 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 4,801 $347K 0.04% new 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,589 $332K 0.04% 0 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 4,525 $327K 0.08% +6 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,410 $319K 0.02% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,379 $317K 0.01% -2 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,362 $315K 0.02% -205 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,345 $314K 0.01% -244 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,335 $313K <0.01% -4,335 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,292 $310K <0.01% 0 13F-HR Timeline Group Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 4,213 $304K 0.23% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,200 $304K <0.01% -2,867 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,183 $302K <0.01% +44 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 4,155 $300K 0.19% -1,069 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 4,131 $299K 0.23% 0 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 4,071 $294K 0.09% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,067 $294K 0.03% +73 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,004 $289K 0.01% +3,398 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 3,987 $288K 0.05% -1,371 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 3,965 $287K 0.17% +2 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,940 $285K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,906 $282K <0.01% +40 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,905 $282K <0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,891 $281K 0.03% +4 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,813 $276K 0.03% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,775 $273K 0.03% +343 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,743 $271K <0.01% -3,931 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,680 $266K 0.03% +11 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 3,660 $265K 0.05% -1,234 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 3,646 $264K 0.19% +9 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 3,633 $263K 0.22% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 3,633 $263K 0.13% +140 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,665 $262K 0.02% new 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 3,586 $259K 0.24% new 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 3,515 $254K 0.03% +3 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,506 $253K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 3,500 $253K 0.02% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 3,485 $252K 0.04% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 3,350 $242K 0.11% 0 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 3,336 $241K 0.05% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,316 $240K 0.01% -12,387 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 3,175 $229K 0.01% new 13F-HR Timeline Group REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 3,154 $228K 0.06% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,145 $227K <0.01% -222 13F-HR Timeline Group Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 3,124 $226K 0.15% new 13F-HR Timeline Wall Street Financial Group, Inc. 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