Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 90,170 $725K 0.17% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 89,330 $718K 0.01% +2,571 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 88,328 $710K <0.01% +6,883 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 87,460 $703K <0.01% +60,992 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 87,370 $702K 0.01% -2,885 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 87,168 $701K 0.08% -33,117 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 85,870 $690K 0.01% +49,965 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 85,802 $690K 0.01% +8,313 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 84,776 $682K <0.01% +16,174 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 82,637 $664K +6,216 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 74,912 $661K <0.01% -6,075 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 81,898 $658K 0.01% new 13F-HR Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 81,765 $657K 0.26% 13F-HR/A Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 80,494 $647K <0.01% +19,965 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 79,322 $638K <0.01% +22,557 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 79,351 $633K <0.01% +39,555 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 78,136 $628K <0.01% -251,558 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 75,031 $603K 0.02% -11,678 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 75,000 $603K 0.51% new 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 75,000 $603K 0.09% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 74,585 $600K 0.01% +3,093 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 73,801 $593K <0.01% new 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 68,669 $588K <0.01% +11,706 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 73,014 $587K 0.02% +17,143 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 73,011 $587K <0.01% +13,051 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 72,146 $580K <0.01% +28,205 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 67,824 $579K -13,317 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 71,828 $578K <0.01% +41,310 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 71,285 $573K 0.03% +12,184 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 70,824 $569K 0.16% +11,300 13F-HR Timeline Pavaki Capital Management LLC More: the full row for Pavaki Capital Management LLC 70,000 $563K 0.4% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 69,916 $562K 0.02% +2,385 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 69,548 $559K 0.01% +26,953 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 68,925 $554K 0.07% +6,136 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 68,711 $552K 0.28% +257 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 68,306 $549K 0.02% new 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 68,204 $548K 0.38% +1,319 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 67,605 $538K 0.02% +8,168 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 66,599 $535K 0.1% +36,986 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 65,388 $526K <0.01% +393 13F-HR/A Timeline Group Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 62,100 $499K 0.19% new 13F-HR Timeline Group Anther Capital Ltd More: the full row for Anther Capital Ltd 62,000 $498K 0.01% 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 61,495 $494K 0.01% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 61,453 $494K <0.01% +1,586 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 61,000 $490K 0.01% 0 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 60,750 $488K 0.02% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 59,163 $476K 0.01% +35,663 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 57,660 $464K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 57,339 $461K 0.01% +2,434 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 56,385 $453K 0.17% -52,099 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 56,071 $451K <0.01% +8,107 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 54,761 $440K 0.01% +3,501 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 1,275 $436K 0.25% 0 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 54,054 $435K 0.12% -15,771 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 53,158 $427K <0.01% +142 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 51,567 $415K 0.01% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 51,108 $411K <0.01% -8,968 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 50,664 $407K 0.02% +50,500 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 50,300 $404K <0.01% new 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 50,215 $404K +4,954 Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 49,690 $400K 0.01% +49 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 49,567 $399K 0.12% +5,569 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 45,895 $369K 0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 45,246 $364K 0.02% +4,428 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 45,000 $362K 0.02% 0 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 45,000 $362K 0.18% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 44,745 $360K <0.01% +7,777 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 43,286 $348K <0.01% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 43,201 $347K 0.01% +20,034 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 43,189 $347K 0.01% +12,364 13F-HR/A Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 42,894 $345K <0.01% +30,812 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 42,752 $344K 0.02% -386 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 42,636 $343K 0.02% +6,346 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 42,586 $342K 0.09% +561 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 42,132 $339K 0.04% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 40,877 $329K <0.01% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 40,134 $323K 0.05% -194 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 40,119 $323K <0.01% +2,343 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 40,076 $322K 0.02% +2,270 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 39,057 $314K 0.01% +11,317 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 38,591 $310K <0.01% +8,197 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 37,789 $304K 0.02% +4,168 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 37,102 $298K 0.02% -146 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 36,535 $294K <0.01% +8,171 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 36,188 $291K 0.11% -872 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 35,876 $288K <0.01% -18,111 13F-HR Timeline Group Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 35,859 $288K 0.21% +6,447 13F-HR Timeline Worth Venture Partners, LLC More: the full row for Worth Venture Partners, LLC 35,750 $287K 0.91% -40,809 13F-HR Timeline K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 35,000 $281K 0.03% new 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 34,787 $280K 0.17% 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 34,602 $278K <0.01% +15,680 13F-HR Timeline Group Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 32,738 $263K 0.21% new 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 21,055 $262K <0.01% +6,709 13F-HR Timeline Group Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 32,294 $260K 0.09% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 39,872 $258K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 32,023 $257K <0.01% +4,869 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 31,350 $252K 0.09% -4,537 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 30,738 $247K <0.01% 0 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 30,146 $242K <0.01% -11,788 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 28,451 $229K 0.05% -1,684 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 27,385 $226K 0.02% -2,646 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 28,081 $226K <0.01% +964 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 28,000 $225K 0.09% 0 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 27,223 $219K 0.06% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 27,167 $218K <0.01% +8,957 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 27,047 $217K 0.11% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 26,890 $216K 0.02% -31,250 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 26,801 $215K <0.01% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 26,308 $212K 0.04% +820 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 26,143 $210K 0.04% +769 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 25,815 $208K 0.04% +5,152 13F-HR Timeline Group DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 25,707 $207K 0.05% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 25,069 $202K <0.01% +2,644 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 25,000 $201K 0.63% -15,000 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 24,727 $199K <0.01% +6,456 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 24,696 $199K 0.07% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 24,576 $198K <0.01% +21,120 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 24,257 $195K <0.01% +3,366 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 24,039 $193K <0.01% +4,011 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 19,320 $193K 0.06% -6,049 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 24,000 $193K 0.07% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 23,964 $193K 0.01% +9,138 13F-HR/A Timeline Group Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 23,839 $192K 0.07% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 22,946 $184K 0.03% new 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 22,720 $183K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 22,639 $182K 0.01% +6,731 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 22,329 $180K <0.01% +4,909 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 22,036 $177K 0.02% -1,291 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 21,142 $175K <0.01% +10,515 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 21,706 $175K <0.01% +5,015 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 21,664 $174K 0.06% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 17,636 $174K <0.01% +692 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 21,465 $173K <0.01% -5,614 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 21,159 $170K 0.01% -3,132 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 12,832 $169K <0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 20,994 $169K 0.01% +9,584 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 20,488 $165K 0.01% +1,875 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 20,100 $162K 0.07% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 19,687 $158K 0.01% +533 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 19,541 $157K <0.01% -1,113 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 19,165 $154K 0.08% +3,225 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 19,136 $154K 0.23% +2,065 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 19,134 $154K 0.01% -1,970 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 18,942 $152K <0.01% +5,352 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 18,914 $152K 0.01% +3,513 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 18,589 $149K <0.01% +4,857 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 18,436 $148K <0.01% -7,110 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 18,150 $146K 0.01% 0 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 18,000 $145K <0.01% 0 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 18,000 $145K 0.07% -37 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 17,900 $144K 0.04% -1,200 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 17,816 $143K 0.01% +5,000 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 17,719 $142K <0.01% -177,330 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 17,503 $142K 0.01% +5,868 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 17,463 $140K <0.01% -4,963 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 16,980 $137K 0.01% +1,109 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 16,976 $136K 0.03% -1,137 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 16,533 $133K <0.01% -1,039 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 16,324 $131K 0.03% +1,970 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 15,510 $128K <0.01% new 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 15,732 $126K 0.03% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 15,677 $126K 0.01% -97 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,518 $125K <0.01% +733 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 15,442 $124K 0.03% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 15,405 $124K 0.01% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 15,306 $123K 0.03% 0 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 15,286 $123K 0.03% +50 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 14,968 $120K 0.01% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 14,932 $120K 0.05% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 14,788 $119K <0.01% +11,522 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 14,704 $118K <0.01% +1,591 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 14,675 $118K <0.01% +441 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 14,397 $116K <0.01% -165 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 14,289 $115K 0.01% -446 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 13,968 $112K <0.01% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 13,856 $111K 0.01% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 11,764 $111K 0.01% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 13,606 $109K <0.01% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 13,302 $107K <0.01% -6,567 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 13,217 $106K <0.01% new 13F-HR Timeline Group EJMK Ventures LLC More: the full row for EJMK Ventures LLC 13,109 $105K 0.06% new 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 13,089 $105K 0.31% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 12,981 $104K <0.01% -10,576 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 12,936 $104K 0.01% -8,216 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,855 $103K <0.01% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 12,618 $101K 0.01% +312 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,590 $101K <0.01% +56 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 12,519 $101K 0.01% -8,309 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. 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