Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,376 $755K 0.13% +408 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,374 $754K 0.2% -39 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 2,955 $751K 0.48% +70 13F-HR Timeline SOROS CAPITAL MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS CAPITAL MANAGEMENT LLC 1,368 $751K 0.33% -662 13F-HR Timeline Group Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,365 $749K 0.54% -155 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,024 $745K 0.12% -16 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,345 $739K 0.23% -5 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,318 $738K 0.05% -131 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,339 $735K 0.01% -4 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,373 $733K 0.05% -1,909 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 1,329 $730K 0.24% -8 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 1,328 $729K 0.01% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 1,325 $727K 0.17% +73 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,321 $725K 0.03% +189 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,319 $724K 0.29% +327 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,316 $723K 0.1% -232 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 1,312 $720K 0.5% -222 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,299 $713K 0.18% +302 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,293 $710K 0.31% +347 13F-HR/A Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,280 $703K 0.1% +95 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,273 $699K 0.04% +25 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,269 $697K 0.02% +120 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,266 $695K <0.01% +335 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,261 $692K 0.09% +32 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,253 $688K 0.06% +750 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 945 $688K 0.05% +41 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,251 $687K 0.24% +283 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,205 $675K 0.01% +575 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 1,222 $671K 0.36% +59 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,222 $671K 0.02% +415 13F-HR/A Timeline Group Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,215 $667K 0.26% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,213 $666K 0.01% +51 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,199 $658K 0.01% +127 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,195 $656K 0.03% -65 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 1,194 $656K 1.78% -111 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,187 $652K 0.02% -393 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,187 $652K 0.01% -9 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 1,185 $651K 0.09% +35 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,183 $649K 0.01% +144 13F-HR Timeline Group Parkwood LLC More: the full row for Parkwood LLC 1,183 $649K 0.06% -216 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 1,181 $648K 0.1% 0 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,181 $648K 0.26% -71 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 1,180 $648K 1.59% -554 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,178 $647K 0.11% +8 13F-HR Timeline Group FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,168 $641K 0.16% +30 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,167 $640K 0.05% +276 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,162 $638K 0.04% -98 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 1,159 $636K 0.09% -198 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,154 $634K 0.07% +3 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 1,153 $633K 0.92% -621 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,152 $633K 0.02% +263 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 1,152 $632K 0.01% +2 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,135 $623K 0.02% -500 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 1,130 $620K 0.04% -122 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,127 $619K 0.12% -20 13F-HR/A Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,122 $616K 0.01% +648 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,107 $608K 0.02% +187 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 1,106 $607K +53 Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 1,103 $606K 0.07% +24 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,097 $602K 0.01% +6 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 1,096 $602K 0.26% -66 13F-HR/A Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,094 $601K 0.02% +17 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 834 $601K 0.35% +436 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,090 $598K 0.39% -191 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,089 $598K 0.18% -197 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,087 $597K 0.01% +46 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 1,085 $596K 0.25% -76 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,085 $596K 0.13% +292 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,085 $596K 0.06% -22 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,078 $592K 0.03% -512 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 1,072 $589K 0.06% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,064 $584K 0.04% +19 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 1,063 $584K 0.05% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,059 $581K 0.06% -209 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 1,238 $581K 0.25% -3,001 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 1,054 $579K 0.43% +30 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,053 $578K 0.11% +321 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,053 $578K 0.02% 0 13F-HR/A Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,051 $577K 0.15% new 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 1,049 $576K 0.09% -26 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 947 $520K 0.03% new 13F-HR Timeline 6th Street Advisors, LLC More: the full row for 6th Street Advisors, LLC 947 $520K 0.33% 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 946 $519K 0.18% +71 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 940 $516K 0.04% +40 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 938 $515K 0.05% +193 13F-HR Timeline Regal Partners Ltd in group Regal Partners Ltd More: the full row for Regal Partners Ltd 937 $514K 0.03% new 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 936 $514K 0.14% +44 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 936 $514K 0.07% -489 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 926 $508K 0.21% -186 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 925 $508K 0.01% +6 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 919 $505K 0.07% -1,973 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 916 $503K new Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 939 $501K 0.01% -2,807 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 909 $499K 0.02% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 908 $499K <0.01% +13 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 903 $496K 0.03% -230 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 900 $494K 0.22% 0 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 899 $494K 0.04% new 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 895 $491K 0.09% 0 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 892 $490K <0.01% new 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 890 $489K 0.21% +18 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 888 $488K 0.01% -45 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 888 $488K 0.01% -10 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 886 $486K 0.09% +336 13F-HR Timeline BOK Financial Private Wealth, Inc. 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More: the full row for Waterfront Wealth Inc. 865 $475K 0.09% new 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 862 $473K 0.16% new 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 861 $473K 0.07% +34 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. 860 $473K 0.01% +32 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 857 $471K 0.11% +11 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 851 $467K 0.16% -287 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 851 $467K 0.11% 0 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 849 $466K 0.1% +65 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 848 $466K 0.24% +2 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 846 $464K 0.13% 0 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 843 $463K 0.3% +67 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 841 $462K 0.01% -1,945 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 840 $461K 0.04% +265 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 838 $460K 0.41% +117 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 836 $459K 0.03% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 835 $458K 0.03% +6 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 833 $458K 0.02% +53 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 833 $457K 0.19% -86 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 825 $453K 0.06% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 824 $452K 0.05% +1 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 821 $451K 0.12% +61 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 592 $448K 0.09% +125 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 812 $446K 0.07% -3 13F-HR Timeline DARA CAPITAL US, INC. 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More: the full row for VISTA CAPITAL PARTNERS, INC. 763 $419K 0.04% +21 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 762 $418K 0.02% +9 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 761 $418K 0.05% +379 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 760 $417K 0.01% +15 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 755 $415K 0.03% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 755 $415K 0.01% -6 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 752 $413K <0.01% -48 13F-HR Timeline Group Terril Brothers, Inc. 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More: the full row for Valmark Advisers, Inc. 733 $402K <0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 730 $401K 0.02% -5,845 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 730 $401K 0.01% -12 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 729 $400K 0.03% 0 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 729 $400K 0.08% -8,576 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 627 $400K 0.03% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 727 $399K <0.01% +136 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,054 $398K 0.17% 0 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 725 $398K 0.05% -223 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 722 $396K 0.02% +107 13F-HR Timeline