Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,482 $540K 0.02% -93 13F-HR Timeline Group ProShare Advisors LLC More: the full row for ProShare Advisors LLC 2,460 $535K <0.01% -148 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 2,447 $532K <0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,417 $525K 0.03% +1,498 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,400 $522K 0.07% -3,977 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 2,400 $522K 0.44% 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 2,156 $518K 0.35% -476 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,355 $512K 0.02% -87 13F-HR Timeline NewCorp Financial Services, Inc. More: the full row for NewCorp Financial Services, Inc. 2,345 $510K 0.45% 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 2,327 $506K 0.1% -196 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 2,292 $498K 0.4% +8 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,270 $493K 0.03% 0 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 2,265 $492K 0.36% 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,263 $492K 0.04% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,258 $491K 0.01% new 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,240 $487K 0.02% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,204 $479K 0.07% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,205 $479K 0.03% new 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 2,200 $478K 0.38% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,193 $477K 0.1% +217 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 2,190 $476K 0.02% 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2,150 $467K 0.37% 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 2,136 $464K 0.06% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,099 $456K 0.01% 0 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,028 $441K <0.01% 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,020 $439K 0.02% 0 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 2,007 $436K <0.01% -472 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,000 $435K 0.02% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,772 $428K 0.01% +144 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 1,945 $423K 0.05% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,930 $420K 0.02% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,890 $411K 0.01% +449 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,861 $405K <0.01% -2,220 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 1,855 $403K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,846 $401K 0.01% +323 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,842 $400K 0.01% +104 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,823 $396K 0.11% -1,967 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,810 $393K 0.1% 0 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 1,802 $392K 0.41% 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,798 $391K 0.2% +24 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 1,780 $387K <0.01% -40,127 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,772 $385K <0.01% 0 13F-HR Timeline Group Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 1,763 $383K 0.19% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,757 $382K 0.28% -2,555 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,749 $380K <0.01% +527 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,744 $379K <0.01% -734 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,744 $379K 0.02% +311 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,728 $376K 0.01% +478 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,711 $372K 0.01% -110 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,703 $370K 0.02% new 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 1,696 $369K 0.07% new 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 1,670 $363K 0.11% +25 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,668 $363K <0.01% new 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 1,643 $357K 0.04% +329 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 1,629 $354K 0.01% new 13F-HR Timeline Group Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,623 $353K 0.19% -876 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,622 $353K 0.11% +4 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,594 $346K <0.01% +24 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,580 $343K 0.09% 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,544 $336K 0.09% +254 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,537 $334K 0.05% -20 13F-HR Timeline BRANT POINT INVESTMENT MANAGEMENT LLC More: the full row for BRANT POINT INVESTMENT MANAGEMENT LLC 1,500 $326K 0.08% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,490 $324K <0.01% +3 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,477 $321K 0.01% +93 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,467 $319K 0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,459 $317K 0.03% +4 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,458 $317K 0.05% -49 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,445 $314K 0.01% +25 13F-HR Timeline Group Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 1,445 $314K 0.11% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,425 $310K 0.12% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,417 $308K 0.01% +7 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,415 $308K 0.01% -148 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,408 $306K 0.01% -17 13F-HR Timeline Group WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,398 $304K 0.08% -929 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,383 $301K 0.02% +35 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,379 $300K 0.03% +30 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,371 $298K 0.01% -62 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 1,342 $292K 0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,331 $289K 0.03% 0 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,330 $289K 0.23% -13 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,331 $289K 0.03% -3 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 1,315 $288K <0.01% 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 1,311 $285K 0.01% +47 13F-HR Timeline Group Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,300 $283K 0.08% -128 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,064 $282K 0.12% -207 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 1,297 $282K 0.04% -40 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 1,292 $281K 0.28% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,272 $276K <0.01% +25 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,258 $273K 0.01% +26 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,253 $272K 0.03% +950 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,224 $266K 0.18% -202 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,223 $266K 0.01% -25 13F-HR Timeline Group Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,218 $265K 0.09% +6 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 1,212 $263K 0.05% -3 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,212 $263K <0.01% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,190 $259K 0.05% new 13F-HR/A Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,167 $254K <0.01% new 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,165 $253K 0.08% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,162 $253K 0.03% +70 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 817 $246K 0.03% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,129 $245K 0.01% -893 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,123 $244K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,120 $243K 0.18% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,117 $243K 0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,115 $242K <0.01% 0 13F-HR Timeline Group waypoint wealth counsel More: the full row for waypoint wealth counsel 1,108 $241K 0.09% +8 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,100 $239K 0.01% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,089 $237K 0.01% -50 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,087 $236K <0.01% +109 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,079 $235K 0.12% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,077 $234K <0.01% +3 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,077 $234K 0.01% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,067 $232K <0.01% +7 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,055 $229K 0.01% +39 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,041 $226K 0.05% +38 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,039 $226K <0.01% +26 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 1,037 $225K 0.02% -28 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 1,031 $224K <0.01% -28 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 1,030 $224K 0.05% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,028 $223K 0.03% +1 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,015 $221K <0.01% +65 13F-HR/A Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,012 $220K 0.01% -229 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,010 $219K 0.01% 0 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 1,000 $217K 0.07% -4 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 1,000 $217K 0.1% 0 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 990 $215K 0.13% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 989 $215K 0.01% +26 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 986 $214K 0.02% +5 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 985 $214K 0.02% +14 13F-HR/A Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 983 $214K <0.01% -65 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 975 $212K <0.01% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 880 $208K 0.02% new 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 949 $206K 0.01% -64 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 946 $206K 0.01% +9 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 944 $205K <0.01% +64 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 943 $205K <0.01% +52 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 935 $203K 0.01% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 928 $202K <0.01% -262 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 929 $202K <0.01% new 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 926 $201K <0.01% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 921 $200K 0.03% new 13F-HR Timeline MOTCO More: the full row for MOTCO 845 $184K 0.02% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 807 $175K 0.11% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 748 $163K <0.01% +30 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 684 $149K <0.01% -1,253 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 656 $143K 0.02% 0 13F-HR Timeline Group Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 600 $130K 0.1% 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 600 $130K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 540 $117K <0.01% +68 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 522 $116K <0.01% -125 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 506 $110K <0.01% -44 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 500 $109K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 500 $109K 0.03% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 479 $104K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 463 $101K <0.01% +59 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 451 $98K 0.03% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 431 $93.7K <0.01% +402 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 412 $89.6K <0.01% +6 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 391 $85K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 383 $83.3K <0.01% -271 13F-HR Timeline Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 351 $76.3K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 329 $72.5K <0.01% +80 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 324 $70.4K <0.01% +282 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 314 $68K 0.04% +159 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 300 $65.2K 0.03% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 288 $62.6K 0.03% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 281 $61.1K <0.01% +13 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 254 $55.2K <0.01% +19 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 250 $54.3K 0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 248 $53.9K <0.01% +20 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 236 $51.3K <0.01% +186 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 222 $48K <0.01% -827 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 200 $43.5K 0.01% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 200 $43K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 180 $39.1K <0.01% -25 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 175 $38K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 168 $36.5K <0.01% 0 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 150 $32.6K <0.01% -8,078 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 150 $32.6K 0.01% -110 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 145 $31.5K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 139 $30.2K 0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 140 $30K <0.01% new 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 135 $29.3K 0.01% +20 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 120 $27.9K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 113 $24.6K <0.01% +3 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 112 $24.3K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 110 $23.9K 0.01% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 106 $23K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 104 $22.6K 0.01% -75 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 100 $21.7K <0.01% new 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 100 $21.7K 0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 100 $21.7K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 99 $21.5K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 98 $21.3K 0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 97 $21.1K <0.01% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 93 $20.2K <0.01% -128 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 79 $17.2K <0.01% +11 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 76 $16.5K <0.01% +24 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 76 $16.5K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 75 $16.3K <0.01% new 13F-HR Timeline