Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,755 $1.02M 0.38% -81 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 4,670 $1M 0.27% +228 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,637 $996K 0.21% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,621 $993K 0.01% +417 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 4,550 $978K 0.05% new 13F-HR Timeline Group iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 4,540 $976K 0.02% -288 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 4,485 $964K 0.03% +201 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 4,470 $960K 0.06% +1,475 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,429 $952K 0.11% +123 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,428 $951K <0.01% +2,129 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,358 $936K 0.03% -198 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,354 $936K 0.02% +114 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,354 $935K 0.06% +1,526 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,260 $915K 0.04% +794 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,166 $895K 0.01% +31 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,120 $885K 0.03% +19 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 4,119 $885K 0.19% +1,319 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,099 $881K 0.06% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,080 $877K 0.01% -34,169 13F-HR/A Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,069 $874K 0.01% -460 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 4,030 $866K 0.1% new 13F-HR Timeline Group IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,024 $865K 0.48% -356 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 4,012 $862K 0.01% -152 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 3,962 $851K 0.01% +297 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,963 $851K 0.03% +181 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,940 $847K 0.65% -98 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,934 $845K <0.01% -965 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,925 $843K 0.06% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,853 $828K 0.16% -32 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,851 $827K 0.06% +225 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,249 $821K 0.02% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,755 $807K 0.04% +246 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 3,743 $804K 0.11% +110 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. 3,707 $797K 0.01% +872 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,826 $794K 0.21% +100 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,681 $791K 0.17% +1,681 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,659 $786K 0.1% -5,827 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,644 $783K 0.01% +1,142 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,625 $779K 0.02% 0 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,595 $772K 0.18% +181 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,505 $768K 0.04% -84 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,545 $762K 0.05% +50 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,534 $759K 0.01% -37 13F-HR Timeline Group Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 3,527 $758K 0.47% +3 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,527 $758K 0.03% -53 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 3,520 $756K 0.08% -672 13F-HR Timeline Rithm Capital Corp. 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More: the full row for Freedom Investment Management, Inc. 3,317 $713K 0.06% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,301 $709K 0.05% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,259 $700K 0.08% new 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 3,248 $698K 0.49% +26 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,247 $698K 0.03% +823 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 3,226 $693K 0.7% +686 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,190 $685K 0.11% -7,897 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 3,163 $680K 0.47% 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,157 $678K <0.01% +19 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 3,154 $678K 0.01% +156 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,136 $674K 0.11% +2,354 13F-HR Timeline Williams Jones Wealth Management, LLC. 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More: the full row for Moors & Cabot, Inc. 2,789 $599K 0.03% -600 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 2,773 $596K 0.43% 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 2,760 $593K 0.01% -300 13F-HR Timeline Group LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 2,760 $593K 0.41% -133 13F-HR Timeline Presima Securities ULC More: the full row for Presima Securities ULC 2,750 $591K 0.15% 0 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 2,725 $586K 0.39% new 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 2,724 $585K 0.21% -100 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 2,710 $582K 0.04% +1,000 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,699 $580K 0.01% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,685 $577K 0.02% +1,436 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,680 $576K 0.05% -453 13F-HR/A Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 2,680 $576K 0.19% -552 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,671 $574K <0.01% -106 13F-HR Timeline Group Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,660 $572K 0.26% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,660 $572K 0.03% +1,201 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,648 $569K 0.02% +16 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,623 $563K <0.01% -1,520 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,613 $561K 0.08% +21 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 2,450 $559K 0.35% +92 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,590 $557K 0.06% +74 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,580 $554K 0.1% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 2,575 $553K 0.01% -1,485 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,567 $552K 0.04% 0 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,550 $548K 0.11% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,547 $547K <0.01% -157 13F-HR Timeline Group Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 2,544 $546K 0.35% +2 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,523 $542K 0.03% +116 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,522 $542K 0.01% +99 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,516 $541K 0.19% -52 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,512 $540K 0.11% +5 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 2,509 $539K new Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,506 $538K 0.41% +122 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,495 $536K 0.02% -1,387 13F-HR Timeline Group AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,466 $530K 0.27% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,458 $528K 0.02% +324 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,462 $525K 0.04% 0 13F-HR/A Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,427 $521K 0.02% +177 13F-HR Timeline Group MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,418 $520K 0.03% 0 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 2,414 $519K 0.18% +8 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,385 $513K <0.01% +504 13F-HR/A Timeline Lee Financial Co More: the full row for Lee Financial Co 2,363 $508K 0.07% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,339 $503K 0.03% +46 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,334 $502K 0.14% -1,350 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,319 $498K 0.03% +454 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,318 $498K 0.01% +451 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,300 $494K 0.14% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,296 $494K 0.09% -27 13F-HR Timeline Group MEKETA INVESTMENT GROUP INC /ADV More: the full row for MEKETA INVESTMENT GROUP INC /ADV 2,298 $494K 1.11% 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,298 $494K 0.01% -135 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. 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More: the full row for Heronetta Management, L.P. 2,113 $454K 0.26% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,095 $450K 0.01% +847 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 2,084 $448K 0.3% +111 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,068 $444K 0.06% +96 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 2,066 $444K 0.42% 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 2,053 $441K 0.19% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,052 $441K 0.02% -63 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 2,044 $439K 0.4% +219 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,012 $434K 0.03% +1,993 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,010 $432K 0.01% +42 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,000 $430K 0.3% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,000 $430K 0.05% 0 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 2,000 $430K 0.29% -2,036 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,976 $425K 0.02% -3,978 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,975 $424K <0.01% -823 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 1,972 $424K +97 Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 1,967 $423K 0.22% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,963 $422K 0.05% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,956 $420K <0.01% +789 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,955 $420K 0.05% +182 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,904 $420K 0.04% -157,016 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,950 $419K 0.2% -147 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,950 $419K 0.26% -380 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,919 $412K 0.16% 0 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 1,917 $412K 0.05% -4,542 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,914 $411K 0.01% +426 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 1,895 $407K 0.02% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,884 $405K 0.08% +93 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,899 $405K 0.16% +287 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,877 $403K 0.02% +10 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,875 $403K 0.01% +221 13F-HR Timeline Group Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 1,851 $398K 0.27% +147 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 1,846 $397K 0.16% new 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 1,845 $396K 0.04% +511 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 1,842 $396K 0.04% new 13F-HR Timeline Paloma Partners Management Co in group Paloma Partners Management Co More: the full row for Paloma Partners Management Co 1,817 $390K 0.03% -2,783 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,812 $389K 0.22% 0 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 1,800 $387K 0.14% 0 13F-HR Timeline ABN AMRO Bank N.V. 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