Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,225 $522K 0.03% +656 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 3,207 $519K 0.05% new 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,204 $519K 0.2% -9,261 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,203 $519K <0.01% -342 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,139 $508K 0.02% +195 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,133 $507K 0.08% -257 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 3,115 $504K 0.86% 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 3,100 $502K 0.1% -6,475 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 3,094 $501K 0.06% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,084 $499K 0.01% +51 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,083 $499K 0.03% -1 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,069 $497K 0.01% +5 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 3,060 $496K 0.05% -16,911 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,044 $493K 0.02% -20 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,033 $491K 0.02% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,004 $486K 0.02% +422 13F-HR Timeline Group Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,000 $486K 0.22% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,975 $482K 0.03% -12,689 13F-HR Timeline Group Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 2,974 $482K 0.39% +629 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,947 $477K <0.01% +18 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,934 $475K <0.01% +63 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,914 $472K 0.06% +88 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,909 $471K <0.01% +85 13F-HR/A Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,907 $471K 0.2% -20 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,903 $470K 0.08% -37 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,900 $470K 0.07% -7,300 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 2,821 $466K 0.01% +280 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 2,872 $465K 0.01% +655 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,872 $465K 0.01% +1,571 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,772 $464K 0.01% +1,401 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 2,858 $463K 0.07% +8 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,803 $454K 0.01% -6 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,778 $450K 0.01% +140 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,760 $447K 0.01% +2,500 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,727 $442K 0.02% -137 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,704 $438K 0.01% +102 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,700 $437K 0.02% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 2,684 $435K 0.29% -122 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,672 $433K 0.01% +1 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,659 $431K 0.03% +43 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,654 $430K 0.01% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,645 $428K 0.03% -222 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,642 $428K 0.04% new 13F-HR Timeline Group Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,566 $427K 0.33% +95 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,624 $425K 0.03% -310 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,621 $424K 0.01% -562 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,619 $424K 0.14% -1,155 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 2,613 $423K 0.04% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,611 $423K 0.07% +449 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,546 $421K 0.03% +503 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 2,596 $420K 0.13% new 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,580 $418K 0.04% +218 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 2,579 $418K 0.01% -74 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,568 $416K <0.01% +28 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,550 $415K 0.02% +109 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,524 $409K <0.01% -99,533 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 2,513 $407K 0.04% 0 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 2,513 $407K 0.31% +33 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,430 $406K 0.06% new 13F-HR Timeline WEYBOSSET RESEARCH & MANAGEMENT LLC More: the full row for WEYBOSSET RESEARCH & MANAGEMENT LLC 2,455 $398K 0.13% -317 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,425 $393K 0.07% +128 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,418 $392K 0.01% +343 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,414 $391K 0.12% +3 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,411 $390K 0.12% new 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,400 $389K 0.04% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,391 $387K 0.01% -4 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,372 $384K 0.12% +130 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,371 $384K 0.01% -19,142 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,318 $375K 0.02% +2,083 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,300 $372K 0.01% 0 13F-HR Timeline Group Cercano Management LLC More: the full row for Cercano Management LLC 2,295 $372K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,293 $371K 0.04% 0 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,288 $371K 0.24% -2,662 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,109 $364K 0.01% +199 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 2,200 $364K 0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,240 $363K 0.01% -13 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,229 $361K 0.03% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,228 $361K 0.01% -8,015 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,222 $360K 0.14% +65 13F-HR/A Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,221 $360K 0.01% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,200 $356K -450 Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 2,197 $356K 0.03% -14,248 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,197 $356K <0.01% +472 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,191 $355K 0.01% -193 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,155 $349K 0.01% -2,761 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 2,150 $348K 0.03% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 2,137 $346K <0.01% +1,027 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,133 $345K 0.01% 0 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 1,999 $344K 0.01% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,114 $342K 0.04% -49 13F-HR/A Timeline Group CMC Financial Group More: the full row for CMC Financial Group 2,110 $342K 0.63% new 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,089 $338K 0.1% +190 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,071 $337K 0.05% -21 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 2,075 $336K 0.01% -8 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,052 $332K <0.01% new 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,050 $332K <0.01% -80 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,044 $331K <0.01% +1,053 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 2,033 $329K 0.01% new 13F-HR Timeline Group MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,007 $325K 0.02% -2 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,004 $325K 0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,000 $324K <0.01% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,997 $323K 0.01% -432 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,001 $323K <0.01% -649 13F-HR Timeline Group TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,975 $320K 0.11% -15 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,966 $318K 0.02% +49 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,956 $316K 0.04% 0 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,942 $315K 0.01% +124 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,934 $313K 0.02% -192 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,904 $308K 0.01% +429 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,894 $307K 0.03% +347 13F-HR Timeline ANB BANK More: the full row for ANB BANK 1,889 $306K 0.12% -9 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,866 $302K 0.06% +190 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,866 $302K 0.02% +193 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 1,861 $301K 0.08% +300 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,848 $299K 0.1% +6 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 1,840 $298K 0.21% -336 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,835 $297K 0.07% +2 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 1,833 $297K 0.11% -29 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,832 $297K 0.12% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,820 $295K 0.05% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,819 $295K 0.01% -148 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,807 $293K 0.03% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,807 $293K 0.15% -4,844 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,800 $292K 0.01% +300 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,800 $292K 0.04% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,766 $286K 0.02% +331 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 1,760 $285K 0.4% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,759 $285K 0.03% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,753 $284K 0.1% +29 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,745 $283K 0.01% +143 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,743 $282K <0.01% +445 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,728 $280K 0.04% +10 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,719 $278K 0.01% -1,054 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,718 $278K <0.01% +112 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,709 $277K <0.01% +44 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,706 $276K 0.01% -3 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 1,701 $275K 0.06% new 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,712 $275K 0.02% +1,679 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,691 $274K <0.01% -17 13F-HR Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 1,686 $273K 0.01% +1,652 13F-HR Timeline Group Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,670 $270K 0.16% +81 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,659 $269K 0.02% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,658 $269K 0.02% -3,320 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,654 $268K 0.1% 0 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 1,652 $268K 0.01% new 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,635 $265K 0.15% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,625 $263K 0.04% -200 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 1,624 $263K 0.01% -255,477 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,623 $263K 0.01% -74 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,612 $261K 0.04% +275 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,600 $259K 0.02% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,589 $257K -233 Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,572 $255K 0.04% new 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 1,563 $253K 0.13% -186 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 1,549 $251K 0.06% new 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 1,549 $251K 0.05% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,543 $250K 0.03% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,537 $249K 0.02% -21,642 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,532 $248K 0.03% -19 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 1,532 $248K 0.18% +12 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,528 $247K <0.01% +250 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,525 $247K 0.23% 0 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 1,520 $246K 0.18% new 13F-HR/A Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 1,486 $246K 0.17% new 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 1,514 $245K 0.07% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,513 $245K <0.01% -33 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,505 $244K <0.01% -251 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,501 $243K 0.01% new 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,489 $241K 0.04% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,483 $240K 0.1% new 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 1,480 $240K 0.1% -10 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,470 $238K 0.03% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,461 $237K 0.03% -7 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,460 $236K 0.02% -1,282 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,453 $235K 0.02% +58 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,447 $234K 0.01% -1,093 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,440 $233K <0.01% +49 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,430 $232K <0.01% -150 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,429 $231K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,417 $229K 0.02% -20 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,416 $229K 0.03% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,410 $228K 0.03% +67 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,398 $226K 0.02% -132 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,391 $225K <0.01% new 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,391 $225K 0.13% -10 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,389 $225K 0.04% +4 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,326 $222K 0.02% -294 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,366 $221K 0.01% -246 13F-HR/A Timeline WT Wealth Management More: the full row for WT Wealth Management 1,361 $220K 0.06% -50 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 1,316 $218K <0.01% -11,568 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,343 $217K <0.01% +34 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,341 $217K <0.01% -11,105 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,323 $214K <0.01% +77 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 1,321 $214K 0.03% -4 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,320 $214K 0.04% +6 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 1,319 $214K 0.08% -3,581 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,315 $213K 0.03% +55 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,401 $213K 0.01% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,311 $212K 0.02% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,309 $212K 0.02% new 13F-HR Timeline