Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 6,250 $563K 0.06% +5,834 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,242 $563K 0.02% +5,783 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,206 $559K 0.02% +6,045 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 6,165 $556K 0.02% +5,766 13F-HR Timeline IMA Advisory Services, Inc. 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More: the full row for Pinnacle Wealth Planning Services, Inc. 5,964 $538K 0.07% +5,658 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,961 $537K 0.06% +5,632 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 5,961 $537K 0.06% +5,606 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 5,925 $534K 0.01% +5,749 13F-HR Timeline Group True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 5,901 $532K 0.21% 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,876 $530K 0.05% +5,504 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 5,840 $526K 0.02% new 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 5,835 $526K 0.01% +5,447 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 993 $525K 0.09% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,825 $525K 0.14% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 5,139 $524K +4,780 Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,801 $523K 0.04% +5,436 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 5,785 $521K 0.09% new 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 5,757 $519K <0.01% -32,401 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 5,757 $519K 0.02% +5,503 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,745 $518K 0.25% +5,365 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,731 $516K 0.05% +5,195 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,715 $515K 0.03% +5,334 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,560 $514K 0.08% +5,193 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 5,651 $509K 0.01% +5,277 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 5,592 $504K 0.03% +5,237 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,540 $499K 0.05% +5,153 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 5,505 $496K 0.41% 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 359 $496K 0.14% +1 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 5,472 $493K 0.09% +5,095 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 5,460 $492K 0.38% +5,096 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 5,460 $492K 0.18% +5,086 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,385 $485K 0.03% +5,026 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 5,385 $485K 0.3% +5,027 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 5,415 $484K 0.13% +5,056 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 5,355 $483K 0.15% +4,998 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 5,340 $481K 0.07% +4,981 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 5,310 $479K 0.1% +4,946 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 5,250 $473K 0.23% +4,900 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,229 $471K 0.01% +4,886 13F-HR Timeline Group Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 5,220 $470K 0.33% +4,857 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 5,190 $468K 0.08% +4,844 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 5,175 $466K 0.15% +4,830 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 5,160 $465K 0.27% new 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 5,160 $465K 0.05% +4,816 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,141 $463K 0.03% +4,725 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 5,137 $463K 0.26% new 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 5,085 $458K 0.12% +4,933 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 5,076 $458K 0.43% +4,716 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 5,070 $457K 0.16% +4,677 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 5,059 $456K 0.21% +4,709 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,040 $454K 0.09% +4,727 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 5,039 $454K 0.01% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,006 $451K 0.04% +4,750 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 4,995 $450K 0.1% +4,662 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 4,987 $449K 0.01% +4,687 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,981 $449K <0.01% +4,437 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,973 $448K 0.03% +4,728 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 4,965 $447K 0.12% +4,634 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 4,960 $447K 0.4% +4,584 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 4,939 $445K 0.05% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,916 $443K 0.1% +4,513 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 4,905 $442K <0.01% +4,904 13F-HR Timeline Group Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 4,890 $441K 0.04% +4,564 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 4,830 $435K 0.01% +4,508 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,755 $429K 0.01% +4,438 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,751 $428K +4,454 Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 4,740 $427K 0.06% +4,515 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 4,740 $427K 0.01% +3,859 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,732 $426K 0.07% +4,417 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 4,725 $426K 0.02% +4,410 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 4,725 $426K 0.08% +4,409 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 4,635 $425K 0.13% +4,386 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 4,695 $423K <0.01% +4,376 13F-HR Timeline Group T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 4,665 $421K <0.01% +4,009 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,575 $412K 0.04% +4,270 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,567 $412K 0.05% +4,241 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 4,560 $411K 0.14% +4,256 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,554 $410K 0.05% +4,080 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,551 $410K 0.03% +4,243 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 4,550 $410K 0.01% +3,615 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,545 $410K 0.06% +4,230 13F-HR Timeline D'Orazio & Associates, Inc. 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More: the full row for SPC Financial, Inc. 4,290 $387K 0.03% +3,994 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,290 $387K 0.03% +3,984 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 4,260 $384K 0.27% +3,976 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,247 $383K 0.03% +3,961 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,237 $382K 0.08% +3,947 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,215 $380K 0.18% +3,930 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,200 $379K 0.03% +3,868 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,185 $377K 0.06% +3,872 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 4,155 $374K 0.25% +3,878 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,139 $373K 0.02% +3,852 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,134 $373K 0.03% +3,858 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,127 $372K 0.02% +3,796 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 4,125 $372K 0.07% +3,687 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 4,110 $370K 0.14% +3,879 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 4,095 $369K 0.02% +3,794 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,089 $369K 0.03% +3,813 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,080 $368K <0.01% +3,806 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 4,065 $366K 0.03% +3,794 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 4,055 $365K 0.02% +3,789 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 4,032 $363K 0.04% new 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 4,005 $360K 0.1% +3,747 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,989 $360K 0.02% +3,687 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 3,987 $359K 0.07% +3,721 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,975 $358K 0.01% +3,713 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,960 $357K 0.03% +3,696 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 3,952 $356K <0.01% +3,611 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 3,930 $354K 0.08% +3,668 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 3,915 $353K 0.31% +3,673 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,910 $352K 0.17% +3,638 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 3,909 $352K 0.01% +3,636 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,900 $352K 0.07% +3,640 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 3,894 $351K 0.01% +3,621 13F-HR Timeline YHB Investment Advisors, Inc. 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More: the full row for Institute for Wealth Management, LLC. 3,792 $342K 0.04% +3,538 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,773 $340K 0.03% +3,616 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,714 $335K 0.01% +3,463 13F-HR/A Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,205 $335K 0.05% +2,993 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,619 $334K 0.06% +3,328 13F-HR/A Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,704 $334K 0.01% +3,451 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 3,693 $333K 0.01% +3,431 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,679 $332K 0.15% +3,436 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 3,668 $331K 0.08% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,645 $329K 0.01% +3,375 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,640 $328K 0.09% +3,397 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,615 $326K 0.01% +3,397 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,611 $325K 0.02% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,606 $325K 0.06% +3,367 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 3,600 $325K 0.01% +3,375 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 3,600 $324K 0.03% +3,360 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 3,600 $324K 0.11% +3,360 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 3,600 $324K 0.13% +3,360 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 3,586 $323K 0.22% +3,319 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 3,585 $323K 0.15% +3,198 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 3,585 $323K <0.01% +3,345 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 3,578 $322K 0.08% +3,341 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 3,570 $322K 0.19% +3,332 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,563 $321K 0.01% +3,092 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,536 $319K 0.11% +3,262 13F-HR/A Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,532 $318K 0.04% +3,343 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 3,510 $316K 0.07% +3,276 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,471 $313K 0.08% +3,236 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,443 $310K 0.04% +3,214 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,434 $310K <0.01% +2,875 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 3,426 $309K 0.22% +3,198 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,406 $307K 0.02% +3,196 13F-HR Timeline Group Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 3,390 $306K 0.03% +3,159 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,390 $306K 0.01% +3,160 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 3,375 $304K 0.22% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 3,368 $304K 0.3% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,363 $303K 0.01% +3,193 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,362 $303K 0.04% new 13F-HR Timeline Gallo Partners, LP More: the full row for Gallo Partners, LP 3,308 $298K 0.2% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,307 $298K 0.01% +3,138 13F-HR Timeline Etesian Wealth Advisors, Inc. 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