ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 16,000 $2.58M 0.06% 0 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 15,927 $2.56M 0.05% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 15,874 $2.56M 0.15% -4,403 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 15,868 $2.55M 0.41% +1,393 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 15,230 $2.54M 0.87% -8 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 15,775 $2.54M 0.43% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 15,732 $2.53M 0.17% +4,296 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 15,660 $2.52M 0.09% +160 13F-HR Timeline Group Black Swift Group, LLC More: the full row for Black Swift Group, LLC 15,550 $2.5M 0.42% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 15,489 $2.49M 0.06% -2,359 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 15,460 $2.49M 0.05% +436 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 15,443 $2.49M 0.05% +10,613 13F-HR Timeline Night Squared LP More: the full row for Night Squared LP 15,411 $2.48M 0.7% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 14,261 $2.48M 0.13% -4,619 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 15,380 $2.48M 0.12% -1,550 13F-HR Timeline SIG North Trading, ULC More: the full row for SIG North Trading, ULC 15,163 $2.44M 0.43% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 15,160 $2.44M 0.03% -2,514 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 15,116 $2.43M 3.05% 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 15,092 $2.43M 2.08% 13F-HR Timeline Aristotle Atlantic Partners, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Atlantic Partners, LLC 15,039 $2.42M 0.11% -78,702 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 15,005 $2.42M 0.05% -38 13F-HR Timeline Dockside LLC More: the full row for Dockside LLC 14,993 $2.41M 0.62% 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 14,934 $2.4M 0.05% +7,516 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 14,886 $2.4M 0.04% +3,455 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 14,813 $2.38M 0.1% -64,618 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 14,737 $2.37M 0.05% +10,824 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 14,621 $2.35M 0.06% +85 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 14,559 $2.34M 0.16% -123 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 14,534 $2.34M 0.55% +87 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 14,488 $2.33M 0.05% +527 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 14,481 $2.33M 0.81% -546 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 14,477 $2.33M 0.07% +305 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 14,368 $2.31M 0.44% -31 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 14,287 $2.3M 0.01% -3,041 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 14,127 $2.27M 0.54% +1,429 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,102 $2.27M 0.05% -819 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 14,089 $2.27M 0.83% +27 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 14,019 $2.26M 0.1% -1,361 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 13,999 $2.25M 0.01% +8,363 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 13,944 $2.24M 0.08% +3,282 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 13,902 $2.24M 0.02% -659 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,873 $2.23M 0.05% -2 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 16,113 $2.22M 0.05% +1,926 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 13,777 $2.22M 0.12% +52 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 13,759 $2.21M 0.02% -30 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 13,729 $2.21M 0.05% +416 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 13,718 $2.21M 0.03% new 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 13,713 $2.21M 0.66% +528 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 13,541 $2.18M 0.2% +12,244 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MAI Capital Management More: the full row for MAI Capital Management 13,536 $2.18M 0.01% +266 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 13,508 $2.17M 0.17% -1,589 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 13,478 $2.17M 0.1% -2,662 13F-HR Timeline Gillson Capital LP More: the full row for Gillson Capital LP 13,461 $2.17M 0.14% -36,139 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 13,407 $2.16M 0.06% +12,513 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 13,400 $2.16M 1.08% 0 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 13,318 $2.14M 0.54% +7,273 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 13,300 $2.14M 0.32% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 13,240 $2.13M 0.48% +430 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 13,203 $2.13M 0.18% +55 13F-HR Timeline OBERWEIS ASSET MANAGEMENT INC/ More: the full row for OBERWEIS ASSET MANAGEMENT INC/ 13,100 $2.11M 0.08% +3,100 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 13,030 $2.1M 0.89% +475 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 12,979 $2.09M 0.38% +1,398 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 12,916 $2.08M 0.16% -128 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 12,834 $2.07M 0.03% +8,152 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 12,781 $2.06M 0.72% +672 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 12,716 $2.05M 0.01% 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,712 $2.05M 0.1% +5,141 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,646 $2.04M 0.02% +318 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 12,572 $2.02M 1.47% -2,423 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 12,548 $2.02M 0.12% new 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 12,437 $2M 0.37% -297 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 12,420 $2M 0.84% +4,120 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 12,388 $1.99M 0.04% -972 13F-HR/A Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 12,359 $1.99M 0.01% -20,259 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 12,296 $1.98M 0.01% -1,071,429 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 12,235 $1.97M 0.43% -3,305 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 12,224 $1.97M 0.1% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 12,215 $1.97M 0.44% +765 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 12,192 $1.96M 1.58% 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 12,188 $1.96M 0.02% -27,203 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 12,119 $1.95M 1.46% -205 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 12,119 $1.95M 0.77% +187 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 12,093 $1.95M 0.01% +2,777 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 12,024 $1.94M 0.89% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 11,972 $1.93M 0.02% +2,651 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 11,944 $1.92M 1.3% 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 11,854 $1.91M 0.21% +1,340 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 11,824 $1.9M 1.19% 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 11,777 $1.9M 0.28% +3,544 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 11,694 $1.88M 0.02% -28,715 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 11,690 $1.88M 0.26% +499 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 11,621 $1.87M <0.01% +6,558 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 11,597 $1.87M 0.05% +101 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 11,423 $1.84M 0.15% -166 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,392 $1.83M 0.01% +1,285 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 11,369 $1.83M 0.62% -7,259 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 12,663 $1.83M 0.02% -2,451 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 11,261 $1.81M 1.2% -1,734 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 11,235 $1.81M 0.45% -1,463 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 11,184 $1.8M 0.03% -162,385 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 11,144 $1.79M 0.05% new 13F-HR Timeline Group Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 10,987 $1.77M 0.17% -6,155 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 10,978 $1.77M 0.2% +4 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 10,952 $1.76M 0.11% -217 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 10,937 $1.76M 0.18% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 10,930 $1.76M 0.17% -9,686 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,875 $1.75M 0.04% +768 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 10,824 $1.74M 1.05% +1,400 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 10,819 $1.74M 0.36% new 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 10,800 $1.74M 1.01% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 10,796 $1.74M 0.24% 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 10,781 $1.74M 0.13% +1,212 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 10,778 $1.73M 1.69% 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 10,769 $1.73M 1.62% 13F-HR Timeline WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 10,764 $1.73M <0.01% -576 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 10,746 $1.73M 0.03% 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 10,731 $1.73M 0.72% +167 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 10,658 $1.72M -5,755 Timeline NVWM, LLC More: the full row for NVWM, LLC 10,652 $1.71M 0.37% +257 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 12,370 $1.7M 0.02% -30 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 10,562 $1.7M 0.72% -579 13F-HR Timeline Baer Investment Advisory LLC More: the full row for Baer Investment Advisory LLC 10,503 $1.69M 2.36% -430 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 10,483 $1.69M 0.02% -1,504 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 10,418 $1.68M 0.06% +7,848 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 10,349 $1.67M 0.03% +844 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 10,294 $1.66M 0.22% -2,628 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 10,276 $1.65M 1.09% -116,974 13F-HR/A Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 10,264 $1.65M 0.7% +26 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 10,201 $1.64M 0.11% -2,634 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 10,145 $1.63M 0.04% +2,504 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 12,423 $1.63M 0.27% -238 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 10,069 $1.62M 0.42% -7,170 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 10,052 $1.62M 0.46% -63 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 10,030 $1.61M 0.21% +2,103 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 10,000 $1.61M 0.45% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 9,998 $1.61M 0.08% +2,258 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 9,983 $1.61M 1.07% -1,041 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 9,969 $1.6M 0.67% +2,557 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 9,904 $1.59M 0.52% +161 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,901 $1.59M 0.03% +1,252 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 9,891 $1.59M 0.02% -393 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9,846 $1.58M 0.22% +761 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,777 $1.57M 0.06% +2,385 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 9,650 $1.55M 0.14% -1,064 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 9,628 $1.55M 0.1% +28 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 9,619 $1.55M 0.06% -316 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 9,613 $1.55M 0.62% +244 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 9,605 $1.55M 0.08% +1,975 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 9,600 $1.55M 1.11% +2,600 13F-HR Timeline INTERCAPITAL, LLC More: the full row for INTERCAPITAL, LLC 9,595 $1.54M 0.81% 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 9,490 $1.53M 0.04% +4,043 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 9,486 $1.53M 0.24% -1,786 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 9,408 $1.51M 0.16% 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 9,359 $1.51M 0.64% -588 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 9,350 $1.51M 0.36% 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,325 $1.5M 0.16% -462 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 9,321 $1.5M 1.03% -6 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 9,294 $1.5M 0.45% -236 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,291 $1.5M 0.01% +1,208 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 9,290 $1.5M 0.34% new 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 9,170 $1.48M 0.71% +1,533 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 9,108 $1.47M 0.03% +6,287 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 9,100 $1.46M 0.36% +975 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 9,080 $1.46M 0.02% +1,109 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 9,068 $1.46M 0.1% -544 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 9,028 $1.45M 0.65% 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 8,950 $1.44M 0.09% 0 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 8,940 $1.44M 0.25% -81 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,804 $1.42M 0.02% -674 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 8,651 $1.39M 0.12% +45 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,647 $1.39M 0.02% +306 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 8,643 $1.39M 0.02% -175 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 8,643 $1.39M 0.11% -30 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 8,564 $1.38M 0.77% -970 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 8,533 $1.37M 0.17% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 8,532 $1.37M 0.24% -898 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 8,519 $1.37M 0.52% -2,725 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 8,514 $1.37M 0.12% -1,290 13F-HR Timeline Group WOODSTOCK CORP More: the full row for WOODSTOCK CORP 8,475 $1.36M 0.12% 0 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 8,457 $1.36M 0.28% new 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 8,423 $1.36M 0.15% -555 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 8,417 $1.35M 0.09% -61 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 8,407 $1.35M 0.23% +97 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 8,392 $1.35M 0.19% 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,391 $1.35M 0.02% -281 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 8,376 $1.35M 0.06% -3,349 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 8,375 $1.35M 0.15% -6,394 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 8,363 $1.35M 0.11% -454 13F-HR Timeline Spahn Wealth & Retirement LLC More: the full row for Spahn Wealth & Retirement LLC 8,355 $1.34M 0.83% +313 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 8,352 $1.34M 0.07% -1,548 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 8,338 $1.34M 0.49% -42 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 8,327 $1.34M 0.02% -2,822 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 8,317 $1.34M 0.27% +52 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,308 $1.34M 0.04% +1,404 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 8,307 $1.34M 0.48% -2,000 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 8,299 $1.34M 0.5% -50 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 8,249 $1.33M 0.44% -49,004 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 8,240 $1.33M 0.62% -4,390 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 8,217 $1.32M 0.1% -385 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 8,204 $1.32M 0.06% +809 13F-HR Timeline