Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 9,477 $900K 0.11% new 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 9,434 $896K 0.08% -5,124 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 9,422 $894K 0.02% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 9,408 $893K 0.08% +134 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 9,393 $892K 0.02% -270 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,242 $877K 0.01% +630 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,213 $875K 0.01% -452 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 9,180 $871K 0.14% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 9,170 $871K 0.02% +172 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 9,160 $870K 0.05% +878 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,152 $869K 0.01% +914 13F-HR/A Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 9,119 $866K 0.32% -798 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 9,080 $862K 0.31% -270 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 9,006 $855K <0.01% -141 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 8,951 $850K 0.01% new 13F-HR/A Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,810 $836K 0.01% -1,482 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,803 $836K 0.03% -1,375 13F-HR Timeline McAlvany Wealth Management LLC More: the full row for McAlvany Wealth Management LLC 8,785 $834K 0.62% +227 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,711 $827K <0.01% +1,706 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 8,674 $823K 0.01% +2,151 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 8,514 $808K <0.01% +947 13F-HR Timeline Group TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 8,495 $806K 0.25% -265 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 8,435 $801K 0.04% -463 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,396 $797K 0.01% +711 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 8,390 $796K 0.01% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 8,389 $796K 0.4% -6,475 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 8,340 $792K -25,290 Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,297 $788K 0.01% +87 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 8,278 $786K 0.2% -627 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 8,267 $785K 0.17% -134 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,227 $781K <0.01% +1,008 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 8,200 $778K 0.09% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 8,185 $777K <0.01% +2,634 13F-HR/A Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,175 $776K 0.02% +238 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 8,159 $775K 0.09% -31 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 8,062 $765K 0.23% +1,686 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 8,050 $764K 0.19% +264 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 8,000 $759K 0.32% 0 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 8,000 $759K 0.05% 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,986 $758K 0.04% +446 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 7,890 $749K 0.68% -77 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 7,818 $742K 0.06% -699 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 7,800 $740K 0.1% +4,000 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,743 $735K 0.01% +450 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 7,678 $729K <0.01% +1,623 13F-HR Timeline Group MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 7,662 $727K 0.17% +4,225 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 7,636 $725K 0.06% -296 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 7,592 $721K 0.06% +168 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 7,500 $712K 0.01% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 7,423 $705K 0.1% new 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 7,346 $697K <0.01% -106,682 13F-HR Timeline Group Karras Company, Inc. More: the full row for Karras Company, Inc. 7,291 $692K 0.63% -256 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,814 $692K 0.01% -317 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 7,284 $691K 0.01% +290 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,278 $691K 0.01% +2,093 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,263 $689K 0.01% +594 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,186 $682K <0.01% +243 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 7,178 $681K 0.08% +2,207 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 7,105 $674K 0.13% 0 13F-HR Timeline Group Henshaw Capital LLC More: the full row for Henshaw Capital LLC 7,031 $667K 0.02% -497 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7,026 $667K 0.12% +55 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 7,013 $666K 0.17% -155 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 6,969 $662K 0.02% +139 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,962 $661K 0.03% +45 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 6,977 $660K +56 Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 6,946 $659K 0.53% 0 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 6,939 $658K 0.07% -23,277 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 6,925 $657K 0.08% -800 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6,901 $655K <0.01% +251 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,865 $652K 0.01% +3,681 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,830 $648K <0.01% -1,850 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,798 $645K 0.02% +436 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,762 $642K 0.01% +978 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 6,740 $640K 0.37% +975 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,634 $630K 0.03% +140 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,603 $627K 0.01% +446 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 6,550 $622K 0.07% +450 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 6,524 $619K 0.08% +2,742 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,486 $616K 0.01% -697 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 6,480 $615K 0.18% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 6,383 $606K 0.13% +418 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,468 $597K 0.03% +324 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 6,253 $594K 0.18% -35 13F-HR Timeline Group BankChampaign, National Association More: the full row for BankChampaign, National Association 6,246 $593K 0.46% -118 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 5,945 $584K 0.03% +1,395 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,144 $583K 0.12% -123 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. XML Financial, LLC More: the full row for XML Financial, LLC 6,140 $583K 0.04% -475 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,104 $579K 0.01% -4,553 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,069 $576K 0.01% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,014 $571K <0.01% +924 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 6,000 $570K 0.17% +17 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 5,989 $569K 0.05% +118 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 5,971 $567K 0.25% +247 13F-HR Timeline NORGES BANK More: the full row for NORGES BANK 5,964 $566K <0.01% new 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 5,950 $565K 0.16% -15,650 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,931 $563K 0.01% -6,794 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 5,896 $560K 0.18% -247 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,883 $558K 0.02% new 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 5,875 $558K 0.43% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,865 $557K 0.04% +114 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 5,863 $557K 0.17% +99 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 5,836 $554K 0.02% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,813 $552K 0.05% 0 13F-HR/A Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 5,810 $552K <0.01% +809 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,798 $550K 0.02% +985 13F-HR Timeline Group RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 5,755 $546K 0.02% -150 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 5,746 $545K 0.13% -185 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 5,668 $538K 0.19% -8,956 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,636 $535K 0.01% -937 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 5,600 $532K 0.06% -200 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,569 $529K 0.02% +944 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 5,569 $529K +356 Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,521 $524K 0.02% +257 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 5,518 $524K 0.2% +38 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,491 $521K 0.04% -155 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,477 $520K 0.02% +837 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 5,467 $519K 0.16% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 5,438 $516K 0.31% +1,283 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 5,400 $513K <0.01% new 13F-HR Timeline Group Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 5,296 $503K 0.24% +4 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 5,269 $500K 0.31% +1,520 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,159 $490K 0.01% +409 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,144 $488K 0.01% +592 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 5,134 $487K 0.01% +250 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,103 $484K 0.02% +506 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 5,331 $483K 0.33% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,081 $482K 0.02% new 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 5,070 $481K 0.17% +70 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 5,032 $478K 0.04% +338 13F-HR Timeline Group Titan Wealth (CI) Ltd in group Titan Investment Solutions Ltd More: the full row for Titan Wealth (CI) Ltd 5,000 $475K 0.18% 0 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 4,952 $469K <0.01% -29,979 13F-HR Timeline Group Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 5,013 $468K 0.02% +963 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,895 $465K 0.02% -775 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,894 $465K 0.01% new 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,870 $462K 0.37% -35 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 4,866 $462K 0.23% +120 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 4,855 $461K 0.13% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,904 $459K 0.03% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,833 $459K 0.04% +1,623 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,829 $458K 0.07% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,786 $454K <0.01% new 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,778 $454K 0.05% -169 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 4,733 $449K 0.28% -350 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,716 $448K 0.02% -196 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 4,711 $447K 0.62% +60 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,705 $447K 0.08% -5,252 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,664 $443K 0.02% -123 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,627 $439K 0.01% -1,481 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 4,595 $436K 0.03% +1,666 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,583 $435K 0.01% +76 13F-HR Timeline Group GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,553 $432K <0.01% +39 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 4,582 $432K 0.04% new 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 4,543 $431K 0.24% -1,357 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 4,484 $426K 0.01% -2,375 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,467 $424K 0.01% +5 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 4,449 $422K <0.01% +65 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 4,372 $415K <0.01% +651 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 47,146 $415K 0.05% -2,057 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 4,368 $415K 0.14% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 4,343 $412K 0.11% +349 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,339 $412K 0.01% +47 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,338 $412K 0.01% +64 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 4,337 $412K 0.03% +497 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,317 $410K <0.01% +72 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,268 $409K 0.02% -146 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 4,308 $409K 0.19% +1,264 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 4,287 $407K 0.07% +296 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 4,257 $404K 0.12% +2 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,247 $403K 0.02% +45 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,225 $401K 0.01% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,150 $394K 0.05% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 4,145 $393K 0.1% +543 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 4,132 $392K 0.3% -101 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 4,125 $392K <0.01% -5,000 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 4,028 $382K 0.11% -929 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 4,000 $380K 0.02% -2,000 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,999 $380K 0.02% -548 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,950 $375K 0.03% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,943 $374K <0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,918 $372K 0.01% +1,039 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 3,850 $365K 0.13% +450 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 3,849 $365K <0.01% 0 13F-HR/A Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,833 $364K 0.03% +187 13F-HR Timeline Group JMN Financial LLC More: the full row for JMN Financial LLC 3,775 $358K 0.28% +191 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,770 $358K 0.01% +318 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,769 $358K 0.03% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,739 $355K 0.01% -1,395 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,709 $352K <0.01% new 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 3,701 $351K 0.21% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,686 $350K 0.05% +134 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 3,679 $349K 0.08% -414 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,679 $349K 0.02% -45 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 3,668 $348K 0.01% -804 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 3,681 $347K <0.01% -23,769 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 3,650 $346K 0.11% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,702 $346K 0.07% -291 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,636 $345K 0.01% +416 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 3,597 $341K 0.07% +961 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,582 $340K 0.01% -143 13F-HR Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,577 $340K 0.04% 0 13F-HR Timeline