Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 30,429 $242K 0.14% 0 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 30,052 $239K 0.09% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 26,540 $234K 0.01% -1,464 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 31,377 $230K <0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 28,903 $229K <0.01% +9,671 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 28,800 $229K 0.03% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 28,769 $228K <0.01% +2,188 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 28,640 $227K <0.01% -992 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 28,617 $227K 0.01% new 13F-HR/A Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 28,461 $226K 0.09% -2,455 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 27,753 $220K 0.04% +1,210 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 27,668 $220K <0.01% +7,528 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 27,398 $218K 0.13% new 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 27,364 $217K 0.03% new 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 27,272 $217K <0.01% +392 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 26,368 $209K 0.01% +4,093 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 26,255 $208K 0.07% -16,230 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 26,210 $208K <0.01% new 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 26,000 $206K <0.01% new 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 25,826 $205K 0.01% +7,127 13F-HR Timeline Group WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 25,800 $205K 0.01% new 13F-HR Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 25,676 $204K 0.01% +20,823 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 25,349 $201K <0.01% -55 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 25,229 $200K <0.01% +2,101 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 25,012 $199K <0.01% +8,732 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 24,730 $196K 0.05% +3,864 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 24,583 $195K <0.01% -3,056 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 24,512 $195K <0.01% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 22,149 $191K 0.02% +6,059 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 23,632 $188K 0.01% +6,919 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 23,614 $187K 0.01% new 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 23,484 $186K <0.01% -207,401 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 23,446 $186K 0.02% -51 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 23,340 $185K <0.01% +1,504 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 22,640 $180K <0.01% 0 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 21,979 $175K 0.01% -10,163 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 21,284 $169K 0.03% +133 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 20,967 $163K <0.01% new 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 20,419 $162K <0.01% +6,483 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 20,000 $159K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 18,726 $149K 0.04% +1,138 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 17,986 $143K <0.01% -8,020 13F-HR Timeline Group Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 17,836 $142K 0.03% 0 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 17,819 $141K 0.01% -10,779 13F-HR Timeline Group MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 17,200 $137K 0.03% new 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 17,108 $136K 0.09% 0 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 16,885 $134K 0.06% +914 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 16,491 $131K 0.01% +5,559 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 15,402 $130K 0.01% -3,870 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 16,261 $129K 0.01% +2,514 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 16,217 $129K 0.05% +2,642 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 16,064 $128K <0.01% +4,316 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 16,000 $127K <0.01% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 15,892 $126K 0.04% +702 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 15,595 $124K 0.01% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 15,308 $122K 0.01% -104,388 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 14,433 $122K <0.01% new 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 15,234 $121K 0.01% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 13,790 $120K 0.02% -460 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 15,028 $119K 0.09% -88 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 15,012 $119K <0.01% -2,552 13F-HR/A Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 14,892 $118K <0.01% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 14,916 $118K <0.01% -70,469 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 14,766 $117K 0.11% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 14,641 $116K 0.04% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 14,500 $115K 0.02% +529 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 14,175 $113K <0.01% -3,632 13F-HR/A Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 14,137 $112K 0.01% +1,341 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 14,071 $112K <0.01% +158 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 14,016 $111K <0.01% +2,798 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,986 $111K <0.01% +868 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 13,598 $108K 0.01% +1,224 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 13,454 $107K 0.12% -23 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 13,285 $105K 0.01% new 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 13,157 $104K 0.06% +2,738 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 13,020 $103K 0.01% 0 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 12,914 $103K <0.01% -366,102 13F-HR Timeline Group Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 12,785 $102K 0.05% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 12,743 $101K 0.09% +700 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 12,672 $101K <0.01% +1,492 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 12,175 $100K 0.01% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 12,600 $100K 0.01% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 12,520 $99.4K <0.01% -17,626 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 12,450 $98.9K 0.06% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 12,446 $98.8K <0.01% +10,093 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 12,280 $97.5K 0.02% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 12,215 $97K <0.01% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 12,141 $96.4K 0.02% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 12,084 $95.9K 0.02% +576 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,008 $95.3K <0.01% new 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 11,973 $95.1K 0.07% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 11,932 $94.7K 0.03% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 11,813 $93.8K <0.01% +7,289 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 11,744 $93.2K 0.02% new 13F-HR Timeline Group Altar Rock LLC More: the full row for Altar Rock LLC 11,457 $92K 0.11% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 11,559 $91.8K 0.01% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 11,466 $91K 0.01% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 11,333 $90K <0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 11,079 $88K <0.01% -31,000 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 11,029 $87.6K 0.05% +150 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 10,973 $87.1K <0.01% new 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 10,670 $84.7K 0.04% new 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 10,634 $84.4K 0.07% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 10,517 $83.5K <0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 10,491 $83.3K 0.03% 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 10,490 $83.3K 0.01% new 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 10,453 $83K 0.03% new 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 10,344 $82.1K 0.06% 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 10,293 $81.7K 0.01% -1,351 13F-HR Timeline Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 10,286 $81.7K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 10,235 $81.3K 0.01% -8 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 10,183 $80.9K 0.01% -362 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 10,110 $80.3K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 10,088 $80.1K <0.01% +5,820 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 9,577 $76K <0.01% +1,338 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,531 $75.7K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 9,395 $75K <0.01% -416 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 7,781 $61.8K <0.01% -22,389 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,605 $60.4K <0.01% +1,007 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,535 $59.8K <0.01% +1,721 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 7,058 $56K 0.02% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 6,946 $55.2K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 6,728 $53.4K 0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 6,464 $51.3K 0.01% +1,601 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5,010 $39.8K 0.03% -1,097 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,874 $39.8K <0.01% +113 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,784 $38K <0.01% +1,786 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,560 $36.2K <0.01% +230 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,315 $34.3K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,044 $32.1K <0.01% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 4,000 $31.8K 0.02% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3,412 $27.1K <0.01% +1,522 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,838 $23.8K <0.01% +319 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,852 $22.6K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,752 $22K <0.01% +973 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,547 $20.2K <0.01% +446 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,518 $20K <0.01% +363 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,495 $19.8K <0.01% -618 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,374 $18.9K <0.01% +213 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,369 $18.8K <0.01% -6,740 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,350 $18.7K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,162 $18.4K <0.01% +215 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,187 $18.3K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,212 $17.6K <0.01% +468 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1,997 $16.7K 0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,107 $16.7K <0.01% new 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2,087 $16.6K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,891 $15K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,874 $15K <0.01% -1,078 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 1,837 $14.6K <0.01% +71 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,831 $14.5K <0.01% -193,332 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,789 $14.2K <0.01% +202 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,697 $13.5K <0.01% +405 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,681 $13.3K <0.01% +420 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,628 $12.9K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,601 $12.7K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,525 $12.1K <0.01% -9,313 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,378 $10.9K <0.01% +569 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,361 $10.8K <0.01% +435 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,326 $10.5K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,245 $9.89K <0.01% +37 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,144 $9.08K 0.01% 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,015 $8.06K <0.01% -3,234 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,051 $8K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,000 $7.94K <0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 999 $7.93K <0.01% new 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 950 $7.54K <0.01% +252 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 880 $6.99K <0.01% -113 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 787 $6.25K <0.01% new 13F-HR/A Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 795 $6.07K <0.01% -3 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 755 $6K <0.01% -10 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 745 $5.92K <0.01% +398 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 736 $5.84K <0.01% +558 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 669 $5.31K <0.01% -388 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 655 $5.2K <0.01% +52 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 604 $4.8K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 578 $4.59K <0.01% +143 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 564 $4.48K <0.01% +171 13F-HR/A Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 501 $3.98K <0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 496 $3.94K <0.01% 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 433 $3.44K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 406 $3.22K <0.01% -6 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 403 $3.2K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 382 $3.03K <0.01% +3 13F-HR Timeline CX Institutional More: the full row for CX Institutional 320 $3K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 363 $2.88K <0.01% -326 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 358 $2.84K <0.01% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 353 $2.8K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 347 $2.76K <0.01% +118 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 343 $2.72K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 313 $2.62K <0.01% +75 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 317 $2.52K <0.01% -80 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 316 $2.51K <0.01% 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) 311 $2.47K <0.01% new 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. 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