Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 49,343 $787K 0.11% -608 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 48,563 $774K 0.03% -86,319 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 48,406 $772K 0.12% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 48,269 $769K <0.01% -39,843 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 47,834 $762K 0.01% -4,343 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 47,709 $760K 0.01% +128 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 47,307 $754K <0.01% +10,605 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 46,618 $743K <0.01% +27,980 13F-HR Timeline Group Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 45,985 $733K 0.07% +3,463 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 45,749 $729K <0.01% +165 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 45,634 $727K 0.01% -1,349 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 45,310 $722K 0.16% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 44,742 $713K <0.01% -861 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 44,025 $702K 0.41% -456 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 43,265 $690K 0.16% +106 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 43,245 $689K 0.48% +2,359 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 43,112 $687K 0.25% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 41,706 $665K 0.01% +662 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 40,900 $652K 0.14% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 40,090 $639K <0.01% -140,211 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 39,583 $631K 0.12% 0 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 39,443 $629K 0.38% +6,212 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 38,843 $619K 0.24% +5,069 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 38,395 $612K 0.1% +274 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 37,446 $597K 0.06% +2,687 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 37,342 $595K 0.27% -204 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 37,055 $591K 0.01% +169 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 36,974 $589K 0.04% +26,974 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 36,619 $584K 0.04% -1,038 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 35,730 $570K 0.01% +15,124 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 35,522 $566K <0.01% -617,343 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 35,225 $561K 0.06% -1,002 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 34,948 $557K <0.01% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 34,705 $553K 0.04% +13,313 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 34,456 $549K 0.16% -734 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 34,454 $549K 0.09% 0 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 34,020 $542K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 33,801 $539K 0.02% +1,805 13F-HR Timeline Group GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 33,625 $536K 0.02% +16,846 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 33,607 $536K 0.04% +32,682 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 33,020 $526K 0.29% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 34,785 $525K 0.04% +562 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 32,780 $523K 0.02% +23,039 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 32,083 $511K 0.07% new 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 31,301 $499K 0.01% +571 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 31,110 $496K <0.01% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 30,846 $492K 0.01% +207 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 30,652 $489K 0.04% +5,713 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 29,236 $466K 0.03% -1,863 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 28,994 $462K 0.03% +5,652 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 28,945 $461K 0.01% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 28,383 $452K <0.01% +4,352 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 28,348 $452K 0.05% -2,014 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 28,136 $448K 0.09% +233 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 28,947 $439K 0.02% -177 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 26,734 $426K 0.11% +393 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 26,312 $419K 0.02% +15,255 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 26,066 $415K <0.01% +5,055 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 26,042 $415K 0.02% -4,481 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 25,435 $405K 0.16% -1,817 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 26,067 $396K <0.01% +4,121 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 24,756 $395K 0.03% +103 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 24,301 $387K <0.01% +12,797 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 24,134 $385K 0.21% 0 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 24,058 $383K 0.16% +4,036 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 23,904 $381K <0.01% +1,452 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 23,867 $380K 0.02% +2,851 13F-HR Timeline Group May Hill Capital, LLC More: the full row for May Hill Capital, LLC 23,655 $377K 0.11% +3,898 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 23,318 $372K 0.02% +5,920 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 23,205 $370K 0.03% +2,360 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 23,197 $370K 0.01% +8,877 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 23,160 $369K <0.01% +5,930 13F-HR Timeline Group AXA Investment Managers S.A. More: the full row for AXA Investment Managers S.A. 22,922 $365K <0.01% 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 22,850 $364K 0.15% -480 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 21,974 $350K 0.04% -460 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 21,964 $350K <0.01% 0 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 21,524 $337K 0.05% new 13F-HR Timeline Group a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 21,108 $336K 0.03% new 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 20,746 $331K 0.04% +826 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 20,741 $331K 0.01% new 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 20,728 $330K 0.15% -999 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 20,381 $325K 0.06% -1,906 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 20,305 $324K 0.02% +1,302 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 19,439 $310K 0.01% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 19,223 $306K 0.01% +2,071 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 18,798 $300K 0.05% +2,725 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 18,796 $300K 0.02% -122 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 18,679 $298K 0.01% +4,858 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 18,525 $295K <0.01% +2,902 13F-HR Timeline Dauntless Investment Group, LLC More: the full row for Dauntless Investment Group, LLC 18,413 $294K 0.77% -18,979 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 18,370 $293K <0.01% -285 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 18,247 $291K 0.02% +300 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 18,222 $290K <0.01% +3,729 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 18,163 $290K 0.03% -10,103 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 18,033 $287K 0.01% +4,893 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 17,857 $285K <0.01% -546 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 17,661 $282K 0.01% +249 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 16,939 $270K 0.02% -3,418 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 16,811 $268K 0.01% +600 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 16,752 $267K 0.16% new 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 16,496 $263K <0.01% -122,067 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 16,172 $258K 0.01% +1,649 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 16,106 $257K <0.01% +2,031 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 16,094 $257K 0.04% +551 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 16,020 $255K 0.04% +1,210 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 16,016 $255K 0.11% +1,279 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 15,716 $251K 0.01% +4,868 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 15,702 $250K 0.02% -351 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 15,685 $250K <0.01% +1,071 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 15,490 $247K 0.02% -2,036 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 15,217 $243K 0.06% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 15,162 $242K 0.01% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 15,154 $242K <0.01% +1,947 13F-HR/A Timeline MQS Management LLC More: the full row for MQS Management LLC 14,986 $239K 0.14% +2,739 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 14,662 $234K <0.01% +1,884 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 14,576 $232K 0.08% +1,123 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 15,015 $231K 0.02% +3,817 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 14,326 $228K 0.07% -5,400 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 14,179 $226K 0.02% +458 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 14,137 $225K <0.01% -16,478 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 14,086 $225K <0.01% +659 13F-HR Timeline Group Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 14,028 $224K 0.05% -680 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 14,015 $223K 0.02% +159 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 13,991 $223K <0.01% +723 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 15,068 $223K 0.43% +601 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 13,868 $221K 0.14% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 13,850 $221K 0.01% -1,250 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 16,053 $220K 0.18% -3,506 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 13,613 $217K 0.1% -1,670 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 13,584 $216K <0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 13,502 $215K <0.01% +2,764 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 14,264 $215K <0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 13,374 $213K <0.01% +771 13F-HR/A Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 13,239 $211K 0.01% +1,058 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 13,235 $211K <0.01% new 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 13,069 $208K 0.02% +597 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 13,000 $207K 0.02% -1,800 13F-HR/A Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 12,711 $203K 0.01% +507 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 12,204 $195K 0.07% 0 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 12,111 $193K 0.03% +478 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 12,024 $192K 0.02% -457 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 11,983 $191K 0.04% +150 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 11,933 $190K 0.03% -10,453 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 11,681 $186K 0.01% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 11,675 $186K 0.02% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 11,502 $183K <0.01% new 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 11,420 $182K 0.01% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 11,950 $181K <0.01% +416 13F-HR/A Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 11,238 $179K <0.01% new 13F-HR Timeline Group Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 11,224 $179K 0.03% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 11,485 $177K 0.08% 0 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 10,946 $174K -353,838 Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 10,744 $171K 0.01% +115 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 10,675 $170K 0.01% +258 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 10,499 $170K <0.01% +489 13F-HR/A Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 10,446 $167K <0.01% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 10,433 $166K 0.01% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 10,415 $166K 0.01% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 10,234 $163K 0.03% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,193 $162K <0.01% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 10,000 $159K 0.02% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 10,000 $159K 0.09% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 9,764 $156K 0.01% +87 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8,279 $132K 0.01% +2,129 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,534 $120K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,131 $114K <0.01% +1,064 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,846 $109K <0.01% -3,719 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,292 $100K 0.01% +1,016 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 6,000 $95.6K <0.01% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 11,242 $95.4K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,956 $94.9K <0.01% +1,211 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5,588 $89.1K 0.02% +544 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 4,592 $73.2K <0.01% 0 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 4,384 $69.9K <0.01% -4,843 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,132 $65.9K <0.01% +278 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 3,903 $62.2K 0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 3,894 $62.1K 0.04% +2,073 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,844 $60.6K 0.01% +3,701 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,762 $60K 0.01% -10,653 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,575 $57K <0.01% +734 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,504 $56K <0.01% +2,291 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,348 $53.4K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3,100 $49.4K 0.02% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,060 $48K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,797 $44.6K <0.01% +174 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,685 $42.8K <0.01% +72 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,653 $42.3K <0.01% -493 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 2,604 $41.5K <0.01% -15,452 13F-HR Timeline Financial Management Professionals, Inc. 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