Sierra Legacy Group More: the full row for Sierra Legacy Group 1,610 $1.02M 0.94% 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,608 $1.02M 0.09% -65 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,592 $1.01M 0.18% +65 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,590 $1.01M 0.87% 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,587 $1.01M 0.02% +89 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,580 $1M <0.01% +15 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,578 $1M 0.28% 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,574 $1M 0.03% -145 13F-HR/A Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,568 $998K 0.11% -190 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. 1,562 $994K 0.02% +164 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,552 $987K 0.09% -6 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,551 $986K 0.04% +39 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 1,550 $986K 0.26% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,546 $984K 0.15% +113 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,546 $983K 0.01% +127 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,533 $975K 0.09% -141 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,527 $971K 0.03% -626 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,521 $967K 0.05% +25 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,515 $963K 0.02% +33 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,514 $963K 0.03% +41 13F-HR Timeline Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 1,513 $962K 0.05% 0 13F-HR Timeline Group Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,507 $958K 0.1% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,505 $957K 0.02% -99 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 1,500 $954K 0.17% +500 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1,500 $954K 0.04% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,500 $953K 0.2% new 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 1,494 $950K 0.04% +184 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,486 $945K 0.48% -4 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 1,485 $944K +36 Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,483 $943K 0.07% +452 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,483 $943K 0.03% -42 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,479 $941K 0.17% -13 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,479 $941K 0.02% 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,472 $936K 0.21% +44 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,466 $934K 0.02% +119 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,467 $933K 0.03% -44 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,341 $933K 0.09% +376 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 1,465 $932K 0.72% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 1,465 $932K 0.05% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,453 $924K 0.07% -65 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,457 $918K 0.18% +227 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,443 $918K 0.02% -16 13F-HR Timeline Group Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 1,439 $915K <0.01% -479 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,439 $915K 0.18% -82 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,434 $912K 0.2% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,433 $912K 0.06% -20 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,431 $910K 0.08% -1,073 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,429 $909K 0.08% -33 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 1,423 $905K 0.31% +3 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,414 $899K 0.01% +231 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,413 $899K 0.03% -107 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,410 $897K 0.04% +13 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 1,402 $891K 0.29% 0 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 1,400 $890K 0.65% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,392 $886K 0.03% +15 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 1,345 $883K 0.34% +150 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,387 $882K 0.09% +55 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 1,386 $882K 0.02% +692 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,385 $881K 0.01% +62 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,382 $879K 0.01% +27 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,376 $875K 0.07% -39 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1,372 $873K 0.07% +20 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,369 $871K 0.04% -89 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,365 $868K 0.01% +35 13F-HR/A Timeline Group Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 1,353 $861K -858 Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,350 $859K 0.68% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,345 $855K 0.04% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,339 $852K 0.43% +17 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 1,331 $847K 0.26% 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,325 $844K 0.02% +618 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,320 $840K 0.31% +177 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,317 $838K 0.11% +2 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 1,314 $836K 0.14% +115 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,314 $835K 0.05% -149 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,313 $835K 0.15% -10 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,198 $831K 0.07% +53 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 1,300 $827K 0.21% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,297 $827K 0.08% +237 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 1,296 $824K 0.24% +8 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 1,290 $821K 0.45% -38 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,288 $820K 0.14% +75 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,209 $818K 0.13% -217 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,280 $816K 0.04% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,282 $815K 0.1% +5 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,280 $814K 0.03% -124 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 1,273 $810K 0.1% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,268 $806K 0.41% +1 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,261 $802K 0.03% +49 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 1,256 $799K 0.04% -2,734 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,252 $796K 0.05% +121 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,250 $795K 0.09% -117 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 1,250 $795K 0.13% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,249 $794K 0.21% +3 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,239 $788K 0.07% +118 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,226 $780K 0.06% +149 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,222 $777K 0.11% -4 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,134 $770K 0.04% +42 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,206 $767K 0.03% -76 13F-HR Timeline Group Mosley Wealth Management More: the full row for Mosley Wealth Management 1,152 $767K 0.47% +4 13F-HR Timeline Rithm Capital Corp. More: the full row for Rithm Capital Corp. 1,200 $763K 3.11% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,197 $762K 0.11% +36 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,193 $759K 0.04% +915 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,188 $756K 0.3% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,181 $751K 0.24% +2 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,177 $749K 0.03% new 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,172 $745K 0.06% +1 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,170 $744K 0.35% -296 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 1,168 $743K 0.2% -102 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 1,166 $742K 0.54% +12 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,157 $737K 0.06% +30 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,156 $735K 0.04% -62 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,151 $732K 0.03% +273 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,151 $732K 0.04% new 13F-HR Timeline Group FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 1,150 $732K 0.06% +15 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,146 $729K 0.04% -12 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,144 $727K 0.03% +211 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 1,143 $727K 0.33% -58 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 1,143 $727K 0.6% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,140 $725K 0.03% -16 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,140 $725K 0.07% -422 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,125 $715K 0.04% +391 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,120 $712K 0.03% 0 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,120 $712K 0.03% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,117 $711K 0.02% +152 13F-HR Timeline Group Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 1,114 $709K 0.54% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,113 $708K 0.21% +3 13F-HR Timeline ECOFI INVESTISSEMENTS SA More: the full row for ECOFI INVESTISSEMENTS SA 1,200 $707K 0.44% 0 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,110 $706K 0.12% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,090 $706K 0.25% +20 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,099 $699K 0.05% +41 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,095 $696K 0.25% +14 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 1,094 $696K 0.28% +146 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 1,086 $691K 0.03% +63 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,083 $689K 0.04% +16 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,077 $685K 0.21% -148 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,075 $684K 0.02% +370 13F-HR Timeline Group TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 1,073 $682K 0.01% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,072 $682K 0.05% +128 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,060 $674K 0.32% -1 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,054 $670K 0.02% -34 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,053 $670K 0.02% -3,593 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 1,052 $669K 0.38% new 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 1,052 $669K 0.06% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,050 $668K 0.15% -2 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,048 $667K 0.14% 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,045 $665K 0.02% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,039 $661K 0.06% +670 13F-HR Timeline Group Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 1,037 $660K 0.31% 0 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 1,035 $658K 0.27% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,034 $658K 0.11% +89 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 1,032 $656K 0.13% +20 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,017 $647K 0.02% +39 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,017 $647K 0.06% +427 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,015 $645K 0.07% -27 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,010 $642K 0.41% 0 13F-HR/A Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,009 $642K 0.01% +658 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,008 $641K 0.02% 0 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 1,008 $641K 0.53% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,001 $637K 0.02% -127 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,000 $636K 0.33% -5 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,000 $636K 0.26% -22 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 999 $636K 0.09% +402 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 996 $633K 0.04% 0 13F-HR Timeline Group Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 995 $633K 0.58% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 990 $630K 0.44% +6 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 988 $629K 0.05% new 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 981 $624K 0.19% +13 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 977 $621K 0.07% +120 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 972 $618K 0.06% +129 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 968 $616K 0.13% +18 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 965 $614K 0.03% -708 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 958 $610K 0.43% +20 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 957 $608K 0.01% -1,007 13F-HR/A Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 955 $608K 0.2% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 954 $607K 0.11% 0 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 954 $607K 0.12% +107 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 950 $604K 0.12% 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 945 $601K 0.39% 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 939 $597K 0.04% +9 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 939 $597K 0.1% new 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 935 $595K 0.13% -30 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 932 $593K 0.03% new 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 932 $593K 0.25% -2,044 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 931 $592K 0.13% +113 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 923 $587K 0.18% +23 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 925 $587K 0.01% +312 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 922 $586K 0.01% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 921 $586K 0.03% -30 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 920 $585K 0.02% -1,353 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 917 $583K 0.26% +33 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 912 $580K 0.01% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 907 $577K 0.1% -127 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 905 $576K 0.12% -17 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 900 $572K 0.85% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 897 $571K 0.05% +252 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 904 $569K 0.05% -380,976 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 889 $565K 0.42% -768 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 883 $562K 0.03% -499 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 881 $560K 0.02% -86 13F-HR/A Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 875 $557K 0.01% -107 13F-HR Timeline Group