Five Oceans Advisors More: the full row for Five Oceans Advisors 62,971 $739K 0.26% 0 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 62,865 $737K 0.74% 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 60,797 $713K 0.01% +50,149 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 58,184 $682K 0.01% +38,098 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 57,441 $674K 0.1% +10,111 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 55,858 $655K <0.01% 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 55,716 $654K 0.02% +9,126 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 55,050 $646K 0.15% +5,864 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 54,875 $644K 0.17% +32,532 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 54,623 $641K 0.02% -23,684 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 53,442 $627K 0.12% +266 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 53,158 $624K <0.01% +9,994 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 52,963 $621K 0.04% +2,264 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 51,878 $609K 0.05% +9,950 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 51,871 $608K <0.01% -59,366 13F-HR Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 51,281 $602K <0.01% new 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 50,026 $587K 0.02% +5,106 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 48,342 $567K 0.08% +7,895 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 48,332 $567K 0.03% +4,495 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 48,087 $564K 0.12% 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 45,970 $539K 0.01% +2,006 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 45,936 $539K <0.01% +38,982 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 45,437 $533K 0.01% +19,201 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 44,209 $519K <0.01% +2,642 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 43,992 $516K 0.04% +18,484 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 43,785 $514K 0.05% +789 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 43,405 $509K 0.15% 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 43,156 $506K <0.01% +10,535 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 41,936 $506K 0.08% new 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 42,997 $504K 0.01% +1,896 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 41,542 $487K <0.01% -1,771 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 41,102 $485K 0.02% +1,916 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 37,666 $477K 0.09% -43,881 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 40,411 $474K 0.03% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 40,174 $471K <0.01% +19,192 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 39,993 $469K 0.03% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 39,777 $467K 0.01% -1,437 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 39,452 $463K <0.01% +5,515 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 39,375 $462K 0.02% +1,440 13F-HR Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 39,258 $460K 0.03% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 39,096 $459K 0.01% +14,873 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 38,748 $455K 0.03% 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 42,009 $450K <0.01% +2,252 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 36,753 $431K 0.24% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 36,617 $430K 0.02% +17,000 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 36,507 $428K 0.01% +307 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 36,227 $425K 0.02% -1,104 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 35,640 $418K 0.07% -2,856 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 35,400 $415K 0.01% +11,625 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 35,183 $413K 0.13% 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 35,113 $412K 0.04% +251 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 35,068 $411K 0.17% +725 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 34,961 $410K <0.01% +5,790 13F-HR Timeline Group Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 34,800 $408K 0.03% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 34,551 $405K <0.01% +3,965 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 34,548 $405K 0.07% +1,696 13F-HR Timeline Group Storgate, LLC More: the full row for Storgate, LLC 34,521 $405K 0.33% 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 34,185 $401K 0.04% -1,943 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 33,812 $397K <0.01% -6,162 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 32,612 $395K 0.03% +9,329 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 33,426 $392K 0.16% -346 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 33,134 $389K 0.02% +3,257 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 32,828 $385K 0.1% 0 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 32,394 $380K 0.11% +2,030 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 31,697 $372K <0.01% -1,883 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 31,605 $371K 0.1% 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 28,358 $369K 0.12% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 30,182 $368K 0.02% +703 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 31,288 $367K <0.01% -166 13F-HR Timeline Group Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 31,288 $367K 0.22% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 31,237 $366K 0.01% -1,930 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 31,155 $365K 0.01% -10,470 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 30,777 $361K 0.01% -1,194 13F-HR/A Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 30,472 $357K 0.05% +4,398 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 30,119 $353K 0.07% -607 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. 30,021 $352K 0.03% +6,162 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 29,971 $352K <0.01% +9,411 13F-HR/A Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 29,768 $349K 0.01% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 29,426 $345K 0.06% +987 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 29,208 $343K 0.05% +456 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 29,001 $340K 0.31% new 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 28,997 $340K -1,625 Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 28,877 $339K 0.01% -3,261 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 28,543 $338K <0.01% +1,469 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 28,675 $336K <0.01% +3,838 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 28,462 $334K 0.02% +575 13F-HR/A Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 28,366 $333K 0.01% +24,757 13F-HR Timeline Group Syverson Strege & Co More: the full row for Syverson Strege & Co 28,110 $330K 0.08% -1,523 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 27,986 $328K 0.03% -757 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 27,756 $326K <0.01% +12,867 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 27,628 $324K 0.09% +2,915 13F-HR/A Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 27,358 $321K 0.04% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 27,139 $318K 0.01% +626 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 26,863 $315K 0.01% +6,014 13F-HR/A Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 26,840 $315K 0.01% -999 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 26,788 $314K 0.01% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 26,203 $307K 0.01% +749 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 25,110 $307K +1,427 Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 26,100 $306K 0.04% -8,103 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 25,863 $303K 0.09% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 25,660 $301K 0.01% +2,528 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 25,510 $299K 0.12% +4,110 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 25,207 $296K 0.01% +3,016 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 24,828 $291K 0.08% 0 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 24,496 $287K 0.08% +89 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 24,396 $286K 0.16% +4,445 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 24,326 $285K 0.01% +86 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 24,263 $285K <0.01% -18,123 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 24,141 $283K 0.05% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 23,837 $280K 0.02% +4,490 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 23,168 $272K 0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 23,000 $270K 0.02% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 22,678 $266K 0.02% +619 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 22,626 $265K 0.03% +207 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 22,410 $263K 0.01% -884 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 22,395 $263K 0.02% +1,275 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 22,395 $263K 0.08% +123 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 22,140 $260K 0.18% +327 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 22,072 $259K <0.01% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 21,975 $259K 0.01% +2,224 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 21,693 $254K 0.02% -16,340 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 21,468 $252K 0.02% +2 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 21,414 $251K 0.01% +1,658 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 21,168 $248K 0.08% +1,661 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 21,094 $247K 0.01% +1,057 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 21,034 $247K <0.01% +1,116 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 20,893 $245K 0.23% +5,926 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 20,732 $243K 0.05% new 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 20,726 $243K 0.2% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 20,665 $242K 0.09% 0 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 20,515 $241K 0.15% 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 20,487 $240K 0.08% 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 20,422 $240K 0.03% -8,958 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 18,734 $228K 0.18% -208 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. 18,697 $226K <0.01% -3,406 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 19,023 $223K 0.04% -1,109 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 18,490 $223K 0.09% +162 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 17,180 $218K 0.01% -2,284 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 18,571 $218K <0.01% +1,527 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 18,501 $217K 0.01% -949 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 18,235 $214K 0.03% +1,681 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 18,060 $212K <0.01% +5,025 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 17,913 $210K 0.05% +72 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 17,660 $207K 0.01% +429 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 17,565 $206K 0.01% -294 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 17,477 $205K <0.01% +1,011 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 17,465 $205K <0.01% +4,426 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 17,136 $201K <0.01% +211 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 16,760 $197K 0.01% 0 13F-HR/A Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 16,652 $195K 0.07% +147 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 16,539 $194K <0.01% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 16,535 $194K 0.01% +1,671 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 16,432 $193K <0.01% -1,439 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 16,346 $192K <0.01% +1,831 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 16,083 $189K 0.1% +239 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 16,063 $188K <0.01% +4,094 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,037 $188K <0.01% +3,439 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 15,801 $185K 0.01% -443 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 15,219 $182K 0.02% +626 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 15,355 $180K <0.01% +1,599 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 15,101 $179K 0.04% -19 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 15,278 $179K 0.01% +5,254 13F-HR/A Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 15,192 $178K 0.08% new 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 14,999 $176K <0.01% +374 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 14,995 $176K 0.08% 13F-HR/A Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 14,823 $174K 0.05% +1,218 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 14,796 $174K <0.01% +4,606 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 14,788 $173K <0.01% +55 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 14,757 $173K <0.01% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 14,527 $170K 0.01% +3,914 13F-HR/A Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 14,523 $170K 0.19% 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 14,518 $170K 0.01% +2,461 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 14,489 $170K <0.01% +1,840 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 14,333 $168K 0.05% +40 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 14,231 $167K 0.01% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 14,167 $166K 0.01% +328 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 14,077 $165K 0.03% +3,436 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 14,032 $165K <0.01% +1,269 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 13,922 $163K <0.01% -9,043 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 12,842 $163K 0.01% -369,872 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 13,868 $163K 0.02% +2,561 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 13,815 $162K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 13,651 $160K 0.04% -1,436 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 13,416 $157K 0.1% 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 13,389 $157K <0.01% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 13,215 $155K 0.03% new 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 13,127 $154K 0.05% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 13,047 $153K 0.03% +2,211 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 12,938 $152K 0.02% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 12,892 $151K 0.01% new 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 12,781 $150K 0.1% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 12,682 $149K 0.01% -28 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 12,661 $149K 0.03% +118 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 12,575 $148K 0.01% +1,205 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,442 $146K <0.01% +952 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 12,422 $146K 0.01% new 13F-HR Timeline Group Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 12,400 $145K 0.08% +2,000 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 12,378 $145K 0.01% +290 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 12,197 $143K 0.02% +1,072 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 11,943 $140K <0.01% -242 13F-HR Timeline