MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,414,151 $125M 0.01% +282,550 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,087,333 $96.2M 0.02% +184,727 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/ 546,686 $48.4M <0.01% +119,035 13F-HR Timeline Group RENAISSANCERE HOLDINGS LTD in group RENAISSANCERE HOLDINGS LTD More: the full row for RENAISSANCERE HOLDINGS LTD 533,010 $47.2M 11.19% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 404,691 $35.8M 0.01% +27,483 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 347,242 $30.7M -5,218 Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 262,740 $23.3M 1.24% +58,183 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 245,303 $21.7M 0.02% +78,831 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 236,081 $20.9M 0.01% +92,910 13F-HR Timeline Group Bensler, LLC More: the full row for Bensler, LLC 216,713 $19.2M 1.7% +2,964 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 194,298 $17.2M 1.18% +1,145 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 156,720 $13.9M 0.06% new 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 150,936 $13.4M 4.74% +2,682 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 142,802 $12.6M <0.01% -50,323 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 129,796 $11.5M 0.1% new 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 128,211 $11.3M +9,904 Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 127,097 $11.2M 0.45% +26,838 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 122,706 $10.9M 0.02% +15,532 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 112,492 $9.96M 0.01% +5,419 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 107,975 $9.56M 0.03% -4,829 13F-HR Timeline Group Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 114,688 $8.79M 0.93% +10,013 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 97,958 $8.67M 0.52% -69,546 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 97,134 $8.6M 0.01% +20,532 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 95,720 $8.47M 0.3% -13,505 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 90,344 $8M 1.89% +4,091 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 97,615 $7.73M 1.61% +2,643 13F-HR Timeline Spruce Point Capital Management, LLC More: the full row for Spruce Point Capital Management, LLC 84,730 $7.5M 13.91% -31,434 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 79,171 $7.01M 0.01% +61,574 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 77,041 $6.82M 0.01% -4,369 13F-HR Timeline Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 70,249 $6.22M 3.15% new 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 69,130 $6.12M 0.16% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 67,122 $5.94M <0.01% -32,006 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 65,208 $5.77M 0.01% -18,733 13F-HR/A Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 63,411 $5.61M 0.17% +324 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 62,463 $5.53M <0.01% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 62,401 $5.53M 0.02% -1,647 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 60,700 $5.37M 0.01% -5,569 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 60,444 $5.35M <0.01% -9,572 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 60,399 $5.35M 0.48% +5,634 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 59,973 $5.31M <0.01% +1,012 13F-HR Timeline Group Rice Partnership, LLC More: the full row for Rice Partnership, LLC 58,608 $5.19M 0.63% new 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 54,040 $4.78M 0.8% +1,385 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 51,353 $4.54M 2.74% -8,446 13F-HR Timeline CLG LLC More: the full row for CLG LLC 48,938 $4.33M 0.95% +1,928 13F-HR Timeline Madrid Financial Services More: the full row for Madrid Financial Services 46,281 $4.1M 2.17% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 46,099 $4.08M 0.05% +22,532 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 43,683 $3.87M 0.03% -44,165 13F-HR Timeline Group Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 41,237 $3.65M 0.69% +7,482 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 40,475 $3.58M <0.01% +38,746 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 39,544 $3.5M 0.02% +3,343 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 38,858 $3.44M 0.37% -5,112 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 38,513 $3.41M 0.06% -2,071 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 38,389 $3.4M 2.05% +407 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 37,427 $3.31M <0.01% new 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 37,272 $3.3M 0.33% -2,142 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 36,212 $3.2M <0.01% new 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 35,277 $3.12M 0.03% +4,925 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 35,241 $3.12M 0.01% -21,052 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 34,490 $3.05M 0.03% +3,970 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 34,350 $3.04M 0.44% +3,160 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 34,111 $3.02M 0.02% +2,685 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 33,090 $2.93M 0.34% -4,508 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 32,488 $2.88M 1.31% +1,662 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 32,288 $2.86M 0.74% +15,577 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 31,620 $2.8M 0.01% -9,625 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 30,300 $2.68M 0.06% 0 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 30,000 $2.65M 0.01% +950 13F-HR Timeline Group Freemont Management S.A. More: the full row for Freemont Management S.A. 29,899 $2.65M 13.54% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 29,733 $2.63M 0.16% +5,049 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 29,645 $2.62M 0.26% -5,874 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 28,363 $2.51M 0.02% +18,060 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 28,147 $2.49M 0.84% +850 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 26,195 $2.32M 0.11% +1,516 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 26,142 $2.31M <0.01% +15,237 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 25,967 $2.3M 0.01% -1,133 13F-HR Timeline Group WT Wealth Management More: the full row for WT Wealth Management 25,904 $2.29M 0.63% -3,465 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 25,793 $2.28M 0.03% +11,595 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 26,000 $2.25M 0.02% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 26,069 $2.22M 0.21% -1,174 13F-HR Timeline Paller Financial Services Inc More: the full row for Paller Financial Services Inc 24,776 $2.19M 1.64% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 24,413 $2.16M 0.01% -4,690 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 23,786 $2.11M <0.01% +525 13F-HR Timeline Group Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 23,528 $2.08M 0.49% +1,988 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 23,363 $2.07M 0.13% +30 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 23,293 $2.06M 0.02% new 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 23,084 $2.04M 0.4% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 22,981 $2.03M 0.46% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 23,507 $2.03M <0.01% +10,011 13F-HR Timeline Group Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 22,926 $2.03M 1.05% -20 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 22,830 $2.02M 1% +5,932 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 22,741 $2.01M 0.02% +11,243 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 22,220 $1.97M <0.01% +14,008 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 22,021 $1.95M 0.05% +7,634 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 21,102 $1.87M 0.27% 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 20,731 $1.83M 0.29% +8,515 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 20,292 $1.8M <0.01% +532 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 20,141 $1.78M 0.4% +4,778 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 18,969 $1.68M 1.42% -4,537 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 18,969 $1.68M 1.42% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 18,095 $1.6M 0.01% +1,420 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 18,058 $1.6M 0.01% new 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 17,472 $1.55M 1.15% -22 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 23,204 $1.53M 0.11% +4,757 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 17,056 $1.51M <0.01% -94 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 16,341 $1.45M 0.03% new 13F-HR Timeline Group Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 16,236 $1.44M 0.19% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 16,231 $1.44M <0.01% -1,333 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 16,162 $1.43M 0.01% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 15,617 $1.38M 0.01% -730 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 15,503 $1.37M 0.04% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 15,454 $1.37M <0.01% +275 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 15,205 $1.35M 0.02% +38 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 15,204 $1.35M 0.13% -555 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 15,140 $1.34M 0.29% new 13F-HR/A Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 14,681 $1.3M 0.1% +10,491 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 14,678 $1.3M 0.35% +1,617 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 14,438 $1.28M 0.54% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 14,249 $1.26M <0.01% +2,250 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 14,034 $1.24M 0.1% -16 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,877 $1.23M 0.02% -245 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 13,816 $1.22M 0.44% -3,068 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 13,657 $1.21M 0.06% +1,805 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 13,476 $1.19M 0.03% -1,275 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 12,927 $1.14M 0.02% -595 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 12,500 $1.11M <0.01% +7,000 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 12,432 $1.1M 0.03% +3,377 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 12,292 $1.09M 0.04% +2,155 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 11,942 $1.06M <0.01% +1,534 13F-HR Timeline Group Fosun International Ltd More: the full row for Fosun International Ltd 11,706 $1.04M 0.23% +4,112 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 11,512 $1.02M 0.03% -23,563 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 11,497 $1.02M <0.01% +7,145 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 11,103 $983K <0.01% -9,732 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,585 $937K 0.02% +870 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 10,053 $890K <0.01% +2,314 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,015 $879K <0.01% +1,443 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,428 $834K <0.01% -10,191 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 9,074 $803K <0.01% -28,599 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 8,973 $794K 0.49% -40 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 8,722 $772K 0.39% -3,061 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 8,664 $767K 0.26% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 8,484 $751K 0.1% +1,353 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 8,215 $727K 0.09% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 8,125 $719K 0.14% +1,527 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 8,092 $716K 0.13% new 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 8,057 $713K 0.22% -709 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 7,809 $691K 0.02% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,572 $670K 0.01% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 7,521 $666K 0.02% +24 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 7,438 $658K 0.24% +2,230 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 7,405 $655K 0.03% -203 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 7,375 $653K 0.04% 0 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 7,279 $644K 0.14% 0 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 6,806 $602K 0.04% +152 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 6,757 $598K 0.11% -6,958 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 6,619 $586K 0.47% -481 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 6,612 $585K 0.38% -1,315 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,566 $581K <0.01% -56 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 6,515 $577K 0.07% new 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 6,485 $573K 0.01% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 6,474 $573K 0.35% new 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 6,293 $557K 0.01% new 13F-HR Timeline Group Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 6,200 $549K <0.01% +1,500 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 6,181 $547K 0.03% -129,406 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 6,159 $545K 0.11% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,111 $541K 0.01% +2,513 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,111 $541K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 6,000 $531K 0.06% -2,000 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,900 $522K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,817 $515K 0.01% +781 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 5,794 $513K 0.37% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,792 $513K <0.01% -967 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 5,647 $500K 0.08% +577 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,582 $494K <0.01% -668 13F-HR/A Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 5,581 $494K 0.04% +705 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,572 $493K 0.01% -2,825 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 5,545 $491K 0.31% +565 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 5,524 $489K 0.39% +1,760 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,507 $487K 0.01% new 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 5,264 $466K 0.04% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 5,168 $457K 0.02% -327 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 5,164 $457K 0.05% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 5,097 $451K 0.08% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 5,073 $449K 0.04% new 13F-HR Timeline Group Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,962 $439K 0.11% +882 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,637 $410K 0.02% +1,394 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,612 $408K 0.02% +573 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 4,566 $404K <0.01% +676 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,539 $402K 0.02% new 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 4,505 $399K 0.35% new 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 4,460 $395K 0.33% -50 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 4,447 $394K 0.05% 0 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 4,343 $384K 0.12% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,278 $379K 0.01% -234 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,259 $377K <0.01% +1,966 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 4,208 $372K 0.08% -644 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 4,127 $365K <0.01% +906 13F-HR Timeline Group Florin Court Capital LLP More: the full row for Florin Court Capital LLP 4,100 $363K 0.59% -1,900 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 4,580 $355K 0.12% +289 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,943 $349K <0.01% +1,576 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,911 $346K 0.05% +298 13F-HR Timeline