Traub Capital Management LLC More: the full row for Traub Capital Management LLC 58,383 $309K 0.3% -6,075 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 58,039 $308K 0.02% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 55,907 $296K 0.01% +88 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 64,017 $295K <0.01% +6,170 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 55,434 $294K <0.01% 13F-HR/A Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 54,912 $291K <0.01% +11,789 13F-HR Timeline Group Five Oceans Advisors More: the full row for Five Oceans Advisors 54,791 $290K 0.1% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 54,447 $289K <0.01% +3,568 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 54,000 $286K 0.02% -12,000 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 53,534 $284K 0.17% +4,058 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 53,006 $281K 0.01% new 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 52,625 $279K 0.16% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 52,359 $278K 0.02% +802 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 51,533 $273K 0.08% 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 50,769 $269K <0.01% +3,423 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 50,420 $267K 0.05% +9,647 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 50,000 $265K 0.06% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 49,760 $264K 0.02% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 49,717 $264K 0.08% 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 49,339 $261K 0.01% +544 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 49,109 $260K <0.01% -4,472 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 48,734 $258K 0.06% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 48,409 $257K 0.02% 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 48,152 $255K 0.05% -281 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 46,975 $249K <0.01% +165 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 46,743 $248K 0.05% +130 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 46,095 $244K <0.01% 0 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 45,429 $241K 0.03% -711 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 45,384 $241K 0.06% +24,937 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 45,295 $240K 0.04% -13,775 13F-HR/A Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 44,928 $238K 0.01% +10,136 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 43,921 $233K 0.02% +13,840 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 43,406 $230K <0.01% +5,804 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 42,912 $227K <0.01% +173 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 42,000 $223K 0.03% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 41,924 $222K 0.12% 0 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 41,594 $220K 0.03% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 40,583 $215K <0.01% +16,628 13F-HR Timeline Group Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 39,260 $208K 0.1% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 38,465 $204K 0.01% +19,979 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 38,263 $203K <0.01% -417,676 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 37,096 $197K 0.12% 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 36,814 $195K <0.01% -5,881 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 36,118 $191K 0.01% +534 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 35,627 $189K 0.03% -322 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 35,623 $189K 0.04% +118 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 34,651 $184K 0.01% +2,878 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 34,249 $182K <0.01% +5,974 13F-HR/A Timeline Platform Technology Partners More: the full row for Platform Technology Partners 33,641 $178K 0.04% -260 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 32,971 $175K 0.01% -2,646 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 32,264 $173K 0.01% +1,816 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 32,071 $170K 0.16% 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 31,287 $166K <0.01% -3,116 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 31,037 $164K <0.01% -1,281 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 30,728 $163K 0.02% +15,483 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 29,614 $157K 0.09% -6,714 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 29,544 $157K <0.01% +7,554 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 29,140 $154K <0.01% 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 29,039 $154K 0.03% +1,226 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 28,440 $154K 0.04% +630 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 26,381 $154K 0.06% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 28,658 $152K <0.01% +2,661 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 28,591 $152K 0.02% -3,913 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 28,567 $151K 0.01% +260 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 28,177 $149K <0.01% +105 13F-HR Timeline Group Livet Wealth, LLC More: the full row for Livet Wealth, LLC 27,953 $148K 0.09% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 27,247 $144K 0.02% -44 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 27,159 $144K 0.02% -3,104 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 27,074 $143K 0.03% 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 27,053 $143K 0.03% +3,052 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 26,804 $142K <0.01% +3,660 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 26,741 $142K 0.06% 0 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 26,725 $142K 0.21% 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 26,628 $141K 0.04% 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 26,401 $140K 0.06% +190 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 26,203 $139K <0.01% +3,491 13F-HR Timeline Group Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 26,042 $138K 0.2% 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 25,148 $137K 0.01% 0 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 25,812 $137K <0.01% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 25,656 $136K 0.01% -486 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 25,206 $134K 0.05% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 24,827 $132K 0.01% +65 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 24,800 $131K 0.14% -3,200 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 24,681 $131K 0.01% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 24,584 $130K 0.01% -8,131 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 24,474 $130K 0.05% new 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 24,400 $129K 0.07% 0 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 24,330 $129K 0.06% 13F-HR/A Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 24,319 $129K 0.08% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 24,303 $129K <0.01% +10,819 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 24,235 $128K 0.02% +953 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 23,720 $128K 0.02% +22,369 13F-HR/A Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 24,084 $128K 0.01% +4,515 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 23,806 $126K 0.01% +3,536 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 23,645 $125K <0.01% new 13F-HR Timeline Group Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 23,615 $125K 0.03% -3,621 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 23,163 $123K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 22,749 $121K <0.01% +19,448 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 22,241 $118K <0.01% +6,803 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 22,191 $118K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 22,181 $118K 0.08% -64 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 21,680 $115K 0.01% 0 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 21,635 $115K 0.03% +394 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 21,524 $114K 0.03% +2,200 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 21,353 $113K 0.01% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 21,195 $112K <0.01% +6,889 13F-HR Timeline Group D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 21,190 $112K 0.01% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 21,144 $112K 0.01% -813 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 21,129 $112K <0.01% -2,881 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 21,006 $111K 0.02% 0 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 20,876 $111K 0.01% +2,814 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 20,597 $109K 0.01% +2,608 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 20,314 $108K <0.01% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 20,372 $108K <0.01% +6,498 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 20,271 $107K 0.04% +652 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 20,148 $107K 0.02% 0 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 20,138 $107K <0.01% +2,146 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 19,926 $106K <0.01% +6,649 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 19,616 $104K 0.02% -2,129 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 19,547 $104K 0.01% -85 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 18,869 $100K <0.01% +2,009 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 18,131 $96.1K <0.01% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 17,991 $95.4K 0.03% 0 13F-HR/A Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 17,729 $94K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 17,708 $93.9K <0.01% -2,417 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 17,587 $93K <0.01% +5,239 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 17,445 $93K 0.01% -103 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 17,520 $92.9K 0.02% new 13F-HR/A Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 17,469 $92.5K <0.01% +1,050 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 16,575 $90.2K <0.01% -81 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 16,970 $89.9K 0.02% -1,777 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 16,959 $89.9K <0.01% +2,626 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 16,794 $89K 0.01% +930 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 16,575 $87.8K <0.01% -81 13F-HR/A Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 16,531 $87.6K 0.01% +949 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 16,239 $86.1K 0.03% 0 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 16,234 $86K <0.01% +6 13F-HR/A Timeline Group Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 16,089 $85.3K 0.02% +95 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 14,840 $84.4K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 15,925 $84.4K <0.01% -850 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 15,872 $84.1K <0.01% 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 15,794 $83.7K <0.01% +1,100 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 15,711 $83.3K 0.01% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 15,412 $81.7K <0.01% -13,011 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 15,114 $80.1K <0.01% -751 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 15,110 $80.1K 0.01% 0 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 15,000 $79.5K 0.02% 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 14,851 $78.7K <0.01% new 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 14,770 $78.1K <0.01% +6,782 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 14,731 $78.1K 0.01% -427 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 14,840 $78K 0.02% 0 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 14,688 $77.8K 0.02% +544 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 14,682 $77.8K <0.01% +198 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 14,659 $77.7K <0.01% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 14,600 $77.4K 0.01% +4,139 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 14,405 $76.3K 0.01% 0 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 14,164 $75.1K <0.01% +544 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 14,131 $74.9K 0.08% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 13,864 $73.5K <0.01% +2,284 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 13,737 $72.8K <0.01% -18 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 13,581 $72K 0.02% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 13,540 $71.8K <0.01% -324 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 13,473 $71.3K <0.01% new 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 13,365 $70.8K 0.01% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 13,360 $70.8K 0.01% -121 13F-HR/A Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 13,333 $70.7K <0.01% +166 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 13,218 $70.1K <0.01% +468 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 11,775 $69.6K <0.01% +241 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 12,659 $69.2K <0.01% new 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 13,043 $69.1K 0.01% +4 13F-HR/A Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 13,000 $69K 0.01% 0 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 12,845 $68.1K 0.01% 0 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 12,683 $67.2K <0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 12,666 $67.1K <0.01% -18,217 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 12,554 $66.5K <0.01% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 12,376 $65.6K <0.01% +1,337 13F-HR Timeline Epoch Investment Partners, Inc. 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