Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 9,258,755 $896M 10.67% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,042,378 $101M 23.5% +11,813 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 772,566 $74.8M 9.77% +38,725 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 599,844 $58M 1.8% +376 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 503,700 $48.7M 10.06% -147,926 13F-HR Timeline Dedeker Financial LLC More: the full row for Dedeker Financial LLC 357,061 $34.5M 19.64% +79,533 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 295,650 $28.6M 0.24% new 13F-HR Timeline Group Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 257,513 $24.9M 13.51% +9,575 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 239,602 $23.2M 2.26% -11,299 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 217,975 $21.1M 6.11% +1,245 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 156,968 $15.2M 0.03% +127,460 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 154,687 $15M 0.02% -38,393 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 151,522 $14.7M <0.01% +103,045 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 134,981 $13.1M 2.03% -5,003 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 131,310 $12.7M 0.01% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 119,656 $11.6M 0.07% 0 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 124,151 $11.2M 1.74% new 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 109,747 $10.6M 0.2% -10 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 105,918 $10.2M 7.22% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 102,000 $9.87M 0.01% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 88,309 $8.54M <0.01% +2,873 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 87,780 $8.49M 0.13% +1,780 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 84,860 $8.21M 0.16% -850 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 83,305 $8.06M 0.35% -1,328 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 76,041 $7.36M 0.01% -6,459 13F-HR Timeline Group Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 71,112 $6.88M 0.6% -51,261 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 70,384 $6.81M 0.05% +35,192 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 69,566 $6.73M 0.01% +6,094 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 65,260 $6.31M 0.01% -44 13F-HR/A Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 65,014 $6.29M 0.03% +48,151 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 59,558 $5.76M 0.01% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 53,709 $5.2M 0.02% +16,185 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 51,230 $4.96M 2.19% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 50,118 $4.85M 0.1% +10,648 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 49,251 $4.77M 0.69% -2,769 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 49,020 $4.74M 0.12% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 48,266 $4.67M 0.05% -2,563 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 45,937 $4.44M 6.68% +14,035 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 45,701 $4.42M <0.01% +201 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 45,267 $4.38M 0.1% +4,165 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 45,117 $4.37M 0.05% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 45,011 $4.36M 0.02% -8,549 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 41,055 $3.97M <0.01% -9,151 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 38,561 $3.73M 0.01% -9,843 13F-HR Timeline Group Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 37,706 $3.65M 1.45% -3,630 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 37,692 $3.65M 0.12% -7,571 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 32,161 $3.11M 0.61% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 32,122 $3.11M 0.1% +3,879 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 31,746 $3.07M 0.4% -1,335 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 31,564 $3.05M 0.01% -1,439 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 30,874 $2.99M <0.01% new 13F-HR/A Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 29,895 $2.89M 1.27% +8,178 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 29,759 $2.88M <0.01% -6,000 13F-HR Timeline Group DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 28,000 $2.71M 0.08% 0 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 27,770 $2.69M <0.01% new 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 25,904 $2.51M 0.06% -6,370 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 25,853 $2.5M 0.25% +5,874 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 25,391 $2.46M 0.36% new 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 25,322 $2.45M 0.38% +754 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 24,731 $2.39M 0.01% +7,425 13F-HR/A Timeline Client First Investment Management LLC More: the full row for Client First Investment Management LLC 23,771 $2.3M 0.97% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 22,665 $2.19M 0.07% -808 13F-HR Timeline AlpenGlobal Capital LLC More: the full row for AlpenGlobal Capital LLC 22,166 $2.14M 1.38% +1,225 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 21,128 $2.04M 0.03% new 13F-HR Timeline Group Permanens Capital L.P. More: the full row for Permanens Capital L.P. 20,750 $2.01M 0.21% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 20,522 $1.99M 0.04% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 20,514 $1.98M 0.02% +7,760 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 19,200 $1.86M 0.05% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 19,182 $1.86M <0.01% -117,734 13F-HR/A Timeline Group Innova Wealth Partners More: the full row for Innova Wealth Partners 18,102 $1.75M 0.73% -580 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 17,960 $1.74M 0.13% +5,600 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 17,711 $1.71M 0.16% +5,538 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 17,686 $1.71M 0.01% +1,100 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 16,570 $1.6M 0.04% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 16,332 $1.58M 0.01% +65 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. 14,570 $1.41M 0.02% 0 13F-HR Timeline Group MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 14,028 $1.36M 0.26% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 13,916 $1.35M 0.32% +78 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 13,833 $1.34M 0.02% new 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 13,740 $1.33M 0.02% -1,260 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 13,292 $1.29M 0.01% +9,188 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 13,003 $1.26M <0.01% +2,969 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 12,936 $1.25M 0.01% +2 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 12,864 $1.24M 0.34% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 12,215 $1.18M 0.06% +1,784 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 12,100 $1.17M <0.01% 0 13F-HR Timeline Group Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 11,759 $1.14M <0.01% new 13F-HR Timeline Group WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 11,528 $1.12M 0.22% -5,313 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 11,205 $1.08M 0.01% -569 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 11,039 $1.07M <0.01% -1,345 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 11,026 $1.07M 0.04% -18,556 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 10,610 $1.03M 0.67% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 10,298 $996K 0.02% +1,310 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 9,600 $929K 0.05% 0 13F-HR Timeline Group CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 9,600 $929K 0.24% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 8,927 $864K <0.01% new 13F-HR Timeline Group Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 8,813 $853K 0.11% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,782 $850K 0.08% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 8,696 $841K <0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,445 $817K 0.05% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 8,360 $809K 0.23% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 8,031 $777K <0.01% new 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 8,019 $776K 0.49% 0 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 9,696 $765K <0.01% +4,848 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,894 $764K 0.03% -441 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,894 $764K 0.06% -441 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 7,842 $759K 0.37% -195 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 7,264 $731K 0.56% -241 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 7,465 $722K 0.17% -150 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 7,226 $699K 0.36% -12,919 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 7,112 $688K 0.04% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 6,836 $661K 0.17% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 6,828 $661K <0.01% 0 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 6,618 $640K <0.01% 0 13F-HR Timeline Group American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 6,604 $639K 0.38% 0 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 6,520 $631K 0.03% +100 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,453 $624K 0.07% +164 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 6,400 $619K 0.15% 0 13F-HR Timeline Appalachian Capital Management Ltd More: the full row for Appalachian Capital Management Ltd 6,293 $609K 0.44% -1,034 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 6,227 $603K 0.14% new 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 6,003 $581K 0.09% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 6,169 $578K <0.01% -108 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,956 $576K 0.06% -1,910 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,451 $527K <0.01% +3 13F-HR/A Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,269 $510K 0.01% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,200 $503K <0.01% 0 13F-HR/A Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 5,180 $501K <0.01% 0 13F-HR Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 5,151 $498K 0.04% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 5,145 $498K 0.05% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,070 $491K <0.01% +139 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 5,050 $489K 0.38% -982 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 4,911 $475K 0.04% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 4,884 $473K 0.04% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,837 $468K 0.08% -1,639 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 4,600 $445K 0.06% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 5,488 $426K 0.03% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,288 $415K <0.01% -777 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,263 $412K <0.01% -5,737 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,360 $409K 0.04% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 4,193 $406K 0.1% -479 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,170 $403K <0.01% +898 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 4,166 $403K 0.11% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,147 $402K <0.01% 0 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 4,130 $400K 0.02% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,074 $394K <0.01% -170 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,060 $393K 0.02% 0 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 3,903 $378K 0.22% +241 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,862 $374K <0.01% +254 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,886 $367K 0.08% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 3,753 $363K 0.12% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,697 $358K 0.03% +44 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,657 $354K 0.01% -6,392 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 3,610 $349K 0.04% +60 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 3,603 $349K 0.12% 0 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 3,515 $340K 0.22% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,446 $333K <0.01% new 13F-HR Timeline Group Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 3,415 $330K 0.1% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,403 $329K 0.02% +9 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 3,393 $328K <0.01% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 3,267 $316K 0.07% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,238 $313K <0.01% -40,763 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,210 $311K <0.01% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 3,096 $300K 0.19% +2 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,000 $290K 0.01% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,999 $290K 0.03% -8,053 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,950 $285K 0.02% new 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 2,948 $285K 0.08% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,773 $268K 0.07% new 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 2,752 $266K 0.04% new 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 2,710 $262K 0.12% -2,749 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,695 $261K <0.01% new 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,600 $252K 0.06% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,597 $251K 0.01% 0 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,574 $249K 0.05% new 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 2,560 $248K 0.02% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 2,531 $245K 0.13% -17 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,519 $244K 0.01% -200 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 2,451 $237K 0.15% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,436 $236K 0.12% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,424 $235K 0.01% new 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 2,400 $232K 0.1% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,400 $232K 0.05% new 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 2,340 $226K 0.03% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,282 $221K 0.01% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 2,209 $214K 0.01% new 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 2,171 $210K 0.23% new 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 2,153 $208K 0.12% 13F-HR Timeline MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 2,140 $207K 0.21% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,996 $193K <0.01% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,538 $149K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,582 $141K <0.01% +368 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,446 $140K <0.01% +1,384 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 1,413 $137K 0.01% -17,013 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,243 $120K <0.01% +25 13F-HR Timeline Group Benson Wealth Management INC More: the full row for Benson Wealth Management INC 1,129 $109K 0.11% -67 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,091 $106K <0.01% -1,904 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 996 $96.4K <0.01% -1,204 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 928 $89.8K 0.01% -93 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 922 $89.3K <0.01% -1 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 840 $81.3K 0.07% 0 13F-HR Timeline