Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 43,964 $461K 0.01% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 43,837 $459K 0.05% +3,441 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 43,313 $454K <0.01% +13,345 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 43,164 $452K <0.01% +9,222 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 42,996 $451K 0.05% new 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 42,386 $444K <0.01% -65,082 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 41,928 $439K 0.04% +6,583 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 41,625 $436K 0.01% +13,838 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 41,567 $436K <0.01% +1,550 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 41,214 $432K 0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 41,101 $431K 0.02% +6,186 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 40,447 $424K 0.06% new 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 40,411 $424K 0.03% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 40,369 $423K 0.01% +3,471 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 39,993 $419K 0.02% -10,371 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 39,974 $419K <0.01% +7,817 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 39,757 $417K <0.01% +8,834 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 38,496 $403K 0.07% +347 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 38,033 $399K 0.03% +17,963 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 37,935 $398K 0.02% +5,086 13F-HR Timeline Group Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 37,698 $395K 0.06% +4,641 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 37,538 $393K 0.01% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 37,331 $391K 0.02% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 39,186 $391K 0.01% +243 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 47,179 $389K 0.05% -629 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 36,753 $385K 0.21% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 36,200 $379K <0.01% +731 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 36,128 $379K 0.04% -2,555 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 35,661 $374K 0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 34,862 $365K 0.04% +1,217 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 34,343 $360K 0.16% +178 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 34,203 $358K 0.04% 0 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 34,773 $358K 0.01% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 33,937 $356K <0.01% -9,061 13F-HR Timeline Group Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 33,772 $354K 0.15% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 33,580 $352K <0.01% +2,722 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 33,167 $348K 0.01% -1,292 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 32,852 $344K 0.06% -545 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 32,828 $344K 0.09% -2,177 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 32,621 $342K <0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 32,138 $337K 0.01% +12,030 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 31,971 $335K 0.01% +19,964 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 31,608 $331K 0.1% -5,000 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 31,454 $330K <0.01% +2,172 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 30,726 $322K 0.07% -1,329 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 30,622 $321K +5,015 Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 30,364 $318K 0.09% +544 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 30,586 $318K <0.01% +9,819 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 29,877 $313K 0.02% +586 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 29,633 $311K 0.07% -7,498 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 29,380 $308K 0.04% -105 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 29,171 $306K <0.01% +8,186 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 29,479 $303K 0.02% +434 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 28,752 $301K 0.05% +462 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 28,743 $301K 0.03% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 28,439 $298K 0.05% +2,940 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 27,887 $292K 0.05% +1,359 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 27,839 $292K 0.01% +7,373 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 27,548 $289K 0.12% -266 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 27,358 $287K 0.04% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 27,113 $284K <0.01% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 27,074 $284K <0.01% new 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 26,824 $281K <0.01% +1,399 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 26,788 $281K 0.01% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 26,513 $278K 0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 26,236 $275K <0.01% +2,074 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 26,074 $273K 0.04% +422 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 25,863 $271K 0.09% +13,279 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 25,508 $267K 0.02% +9,780 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 25,454 $267K 0.01% +3,502 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 24,837 $260K <0.01% +4,779 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 24,828 $260K 0.08% +645 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 24,713 $259K 0.08% +547 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 24,407 $256K 0.07% -500 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 24,240 $254K 0.01% +5,019 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 24,223 $254K 0.01% -2,870 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 24,141 $253K 0.05% 0 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 23,859 $250K 0.02% new 13F-HR Timeline Group SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 23,775 $249K <0.01% +6,275 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 23,294 $244K 0.01% -438 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 23,132 $242K 0.01% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 23,683 $241K +12,607 Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 23,000 $241K 0.02% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 22,965 $241K <0.01% new 13F-HR/A Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 22,880 $240K 0.11% -6,766 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 23,283 $238K 0.02% +8,157 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 22,419 $235K 0.03% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 22,343 $234K 0.07% +3,138 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 22,272 $233K 0.07% +15 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 22,191 $233K 0.01% new 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 22,103 $232K <0.01% +747 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 22,059 $231K 0.02% -1,025 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 21,813 $229K 0.16% +2,077 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 21,466 $225K 0.02% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 21,400 $224K 0.1% -6,470 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 21,120 $221K 0.02% +3,876 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 20,982 $220K <0.01% +1,957 13F-HR/A Timeline World Investment Advisors More: the full row for World Investment Advisors 20,849 $218K <0.01% +7,223 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 20,665 $217K 0.08% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 20,560 $215K <0.01% +2,067 13F-HR Timeline Group Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 20,449 $214K 0.09% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 20,294 $213K 0.01% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 20,155 $211K <0.01% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 20,132 $211K 0.04% +4,303 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 20,086 $211K <0.01% +6,888 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 20,078 $210K 0.01% +6,583 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 20,037 $210K 0.01% +2,579 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 19,918 $209K <0.01% +4,699 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 19,756 $207K 0.01% +1,036 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 19,751 $207K 0.01% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 19,617 $206K 0.01% +1,108 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 19,507 $204K 0.07% -815 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 19,450 $204K 0.01% +5,290 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 19,347 $203K 0.02% +4,818 13F-HR Timeline Group Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 19,951 $203K 0.12% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 18,328 $200K 0.09% -624 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 18,536 $194K 0.02% -3,400 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 19,464 $192K <0.01% +33 13F-HR/A Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 18,942 $192K 0.16% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 17,871 $187K <0.01% new 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 17,859 $187K 0.01% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 17,841 $187K 0.04% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 17,433 $183K 0.01% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 17,231 $181K 0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 17,044 $179K <0.01% +5,573 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 16,925 $177K <0.01% +618 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 16,760 $176K 0.01% new 13F-HR/A Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 16,554 $173K 0.03% +1,038 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 16,505 $173K 0.06% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 16,466 $173K <0.01% +713 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 16,244 $170K 0.01% -3,339 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 15,844 $166K 0.09% -1,706 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 15,542 $163K 0.03% -17,150 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 15,267 $160K <0.01% +2,566 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 15,120 $158K 0.04% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 15,087 $158K 0.04% +955 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 14,967 $157K 0.16% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 14,889 $156K <0.01% +1,739 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 14,864 $156K <0.01% new 13F-HR Timeline HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC More: the full row for HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 14,750 $155K <0.01% -44,930 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 14,733 $154K <0.01% -36 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 14,625 $153K <0.01% +1,123 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 14,515 $152K <0.01% -2,467 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 14,293 $150K 0.05% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 14,593 $148K 0.01% +1,982 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 13,839 $145K 0.01% -7,473 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 13,756 $144K <0.01% -4,716 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 13,605 $143K 0.04% +645 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 13,127 $138K 0.04% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 13,039 $137K <0.01% new 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 13,035 $137K <0.01% -5,249 13F-HR Timeline Group BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 12,986 $136K 0.03% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 12,781 $134K 0.11% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 12,763 $134K <0.01% new 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 12,710 $133K 0.01% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 12,649 $133K <0.01% +2,575 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,598 $132K <0.01% new 13F-HR Timeline Group Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 12,543 $131K 0.03% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 12,185 $128K 0.01% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 12,088 $127K 0.01% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 12,057 $126K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 12,007 $126K <0.01% -2,277 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 11,969 $125K <0.01% +6,766 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 11,626 $122K 0.02% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 11,618 $122K 0.01% +916 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 11,602 $122K 0.05% +518 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 11,490 $120K <0.01% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 11,426 $120K <0.01% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 11,370 $119K <0.01% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 11,307 $118K 0.01% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 11,125 $117K 0.01% -13,192 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 11,089 $116K 0.01% new 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 11,000 $115K 0.03% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 10,925 $114K 0.04% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 10,842 $114K 0.02% +725 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 10,836 $114K 0.02% new 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 10,732 $112K 0.06% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 10,702 $112K <0.01% new 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 10,648 $112K <0.01% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 10,641 $112K 0.02% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 10,613 $111K 0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 10,573 $111K 0.08% -193 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 10,496 $110K 0.05% -146 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 10,400 $109K 0.07% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 10,263 $108K <0.01% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 10,200 $107K 0.01% +1 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 10,190 $107K <0.01% +34 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 10,062 $105K <0.01% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 10,048 $105K <0.01% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 10,024 $105K 0.01% -833 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 10,011 $105K <0.01% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9,259 $97K 0.01% -1,358 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 8,980 $94.1K 0.01% -858 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 8,680 $91K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,404 $88.1K <0.01% -4,853 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 7,728 $81K 0.01% -7,910 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 7,288 $75.9K 0.01% +3,644 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,954 $72.9K <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 6,954 $71.9K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 6,722 $70.4K 0.03% -1,079 13F-HR Timeline