Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,545 $2.59M 0.04% +259 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 7,528 $2.58M 0.64% 0 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 7,472 $2.58M 0.07% -5,540 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 7,500 $2.58M 1.76% 0 13F-HR/A Timeline Bluegrass Capital Partners LP More: the full row for Bluegrass Capital Partners LP 7,500 $2.58M 1.78% -4,500 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 7,494 $2.57M 0.2% +2 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,490 $2.57M 0.02% -136 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,478 $2.57M 0.06% -230 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 7,460 $2.56M 0.3% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,422 $2.55M 0.2% -375 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 7,341 $2.52M 0.07% 0 13F-HR Timeline Absoluto Partners Gestao de Recursos Lt… More: the full row for Absoluto Partners Gestao de Recursos Ltda 7,339 $2.52M 1.78% -1,621 13F-HR/A Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 7,310 $2.51M 0.09% 0 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 7,232 $2.48M 0.12% -2,667 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 7,198 $2.47M 0.24% -28 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 7,176 $2.46M 0.35% +2,605 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,168 $2.46M 0.2% -78 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 7,120 $2.44M 0.33% -408 13F-HR Timeline American Trust More: the full row for American Trust 7,090 $2.43M 0.23% +139 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 7,084 $2.43M 0.12% +4,602 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 7,075 $2.43M 0.02% -65 13F-HR Timeline Addenda Capital Inc. More: the full row for Addenda Capital Inc. 6,931 $2.38M 0.09% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 6,906 $2.37M 0.03% +670 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 6,901 $2.37M 0.52% +1 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 6,723 $2.31M 0.05% +1 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,698 $2.3M 0.02% +819 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 6,683 $2.29M 0.02% -4,266 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,663 $2.29M 0.02% +1,662 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,657 $2.29M 0.03% +665 13F-HR Timeline Group Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 6,634 $2.28M 0.25% -80 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 6,606 $2.27M 1.18% +899 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 6,600 $2.27M 0.02% 0 13F-HR Timeline Group True North Advisors, LLC More: the full row for True North Advisors, LLC 6,587 $2.26M 0.43% -1,655 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 6,160 $2.12M 0.18% -115 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 6,140 $2.11M 0.32% -254 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 6,130 $2.1M 0.29% +253 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 6,129 $2.1M 0.08% +535 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 6,085 $2.09M 1.51% -414 13F-HR Timeline Regents Gate Capital LLP More: the full row for Regents Gate Capital LLP 6,041 $2.07M 0.73% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 6,039 $2.07M 0.04% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,035 $2.07M 0.07% +1,364 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,006 $2.06M 0.08% -21 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 6,002 $2.06M 0.02% -155 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 5,993 $2.06M 0.2% -10 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 5,940 $2.04M 0.25% -40 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,891 $2.02M 0.27% +16 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 5,890 $2.02M 0.14% -444 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,886 $2.02M 0.04% -2,479 13F-HR Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 5,873 $2.02M 0.03% -900 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 5,860 $2.01M 0.4% -6,299 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 5,843 $2.01M +199 Timeline DAGCO, INC. More: the full row for DAGCO, INC. 5,778 $1.98M 0.55% +1 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,764 $1.98M 0.07% -77 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,749 $1.97M 0.05% -24 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 5,717 $1.94M 0.73% +25 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 5,623 $1.94M 0.05% new 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 5,657 $1.94M 0.9% +25 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 5,653 $1.94M 0.39% +92 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 5,625 $1.93M 0.75% +135 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 5,595 $1.92M 0.13% -348 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 5,594 $1.92M 1.37% +12 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,579 $1.92M 0.05% -100 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,548 $1.91M 0.03% -72 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,518 $1.89M 0.09% -140 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,503 $1.89M 0.06% +118 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 5,472 $1.88M 0.24% +15 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 5,468 $1.88M 0.04% +4,159 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 5,284 $1.88M 0.77% +88 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,450 $1.87M 0.02% +112 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5,412 $1.86M 0.25% -1,824 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,396 $1.85M 0.03% -27 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,363 $1.84M 0.09% -1,991 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 5,360 $1.84M 0.13% +3,864 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 5,346 $1.84M 0.35% +148 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,295 $1.82M 0.09% 0 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 5,285 $1.81M 1.77% new 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 5,265 $1.81M 0.02% -255 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 5,250 $1.8M 0.31% -230 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,230 $1.8M 0.03% -1,138 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 5,175 $1.78M 0.62% -9,283 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,173 $1.78M 0.04% +15 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,142 $1.77M 0.04% +394 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 5,109 $1.75M 0.15% +1,008 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,097 $1.75M 0.07% -34 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,078 $1.74M 0.07% -32 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 5,054 $1.74M 0.03% +2,483 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 5,032 $1.73M 0.01% +256 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 5,028 $1.73M 0.32% -383 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 5,027 $1.73M 0.11% +682 13F-HR/A Timeline Group PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 5,026 $1.73M 0.31% +356 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,006 $1.72M 0.04% -62 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 4,997 $1.72M 0.01% -4,098 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,956 $1.7M 0.06% -602 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 4,918 $1.69M 0.72% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,914 $1.69M 0.09% +161 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,884 $1.68M 0.19% +5 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,883 $1.68M 0.03% -403 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,873 $1.67M 0.11% +187 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,854 $1.67M 0.06% -941 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,845 $1.66M 0.44% -928 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 4,745 $1.66M 1.2% -27 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,815 $1.65M 0.03% +188 13F-HR Timeline Group KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 4,802 $1.65M 0.51% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,799 $1.65M 0.01% -3,377 13F-HR/A Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,785 $1.64M 0.04% +4,072 13F-HR Timeline Group Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 4,774 $1.64M 0.09% new 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 4,749 $1.63M 0.73% -130 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,746 $1.63M 0.74% +25 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 4,741 $1.63M 0.05% -28 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 4,730 $1.62M 0.04% +687 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 4,726 $1.62M <0.01% -4,753 13F-HR Timeline Group Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 4,701 $1.61M 0.99% +364 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 4,700 $1.61M 0.46% 0 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,698 $1.61M 0.03% +6 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 4,683 $1.61M 0.56% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,672 $1.6M 0.07% +474 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,638 $1.59M 0.02% +1,983 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,635 $1.59M 0.05% -735 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 4,605 $1.58M 0.25% +1,900 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,590 $1.58M 0.02% -465 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,584 $1.57M -4 Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 4,577 $1.57M 0.25% -620 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,563 $1.57M 0.27% +72 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 4,510 $1.55M 0.26% new 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 4,500 $1.55M 0.03% +1,000 13F-HR Timeline Group Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 4,500 $1.55M 0.7% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,478 $1.54M 0.05% +691 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 4,459 $1.53M 0.1% -110 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 4,459 $1.53M 0.07% +1,158 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,438 $1.52M 0.04% -26 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,376 $1.5M 0.07% -52 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 4,375 $1.5M 0.51% 0 13F-HR Timeline CORBYN INVESTMENT MANAGEMENT INC/MD More: the full row for CORBYN INVESTMENT MANAGEMENT INC/MD 4,374 $1.5M 0.5% -41 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,365 $1.5M 0.06% -29 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 4,363 $1.5M 0.85% +281 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 4,314 $1.48M 0.56% new 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 4,310 $1.48M 0.18% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,290 $1.47M 0.26% -1 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 4,284 $1.47M 0.43% +9 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,279 $1.47M 0.1% -788 13F-HR/A Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 4,274 $1.47M 0.04% -863 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,262 $1.46M 0.07% -206 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 4,241 $1.46M 0.2% +40 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 4,236 $1.45M 0.93% -26 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 4,221 $1.45M 0.66% -246 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 4,214 $1.45M 0.79% -91 13F-HR Timeline Atria Wealth Solutions, Inc. 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