WT Wealth Management More: the full row for WT Wealth Management 23,391 $8.97M 2.67% +256 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 22,924 $8.79M 0.03% -967 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 22,731 $8.72M 0.02% -467,142 13F-HR Timeline Group KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 22,672 $8.69M 1.83% -303 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 22,092 $8.67M 0.02% -12,981 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 22,459 $8.61M 0.29% +1,748 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 21,854 $8.38M 0.05% +373 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 21,763 $8.34M 0.19% -635 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 21,197 $8.13M 0.65% +1,725 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 20,958 $8.04M 1.76% -5,303 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 20,885 $8.01M 0.27% +1,309 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 20,715 $7.94M 0.84% +2,917 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 20,360 $7.81M 0.38% -577 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 20,314 $7.78M 0.03% +3,804 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 20,278 $7.77M 1.14% -5,684 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 20,276 $7.77M 0.02% -2,747 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 20,100 $7.71M 0.08% +13,257 13F-HR Timeline Group Lotus Technology Management, LP More: the full row for Lotus Technology Management, LP 20,041 $7.68M 28.42% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 19,949 $7.65M 0.18% -18,029 13F-HR Timeline Group Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 19,736 $7.57M 5.29% +331 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 19,717 $7.56M 3.2% -423 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 19,340 $7.41M 2.18% +1,030 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 20,237 $7.34M <0.01% +9,323 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 19,107 $7.33M 3.65% -94 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 19,001 $7.29M 1.49% +500 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 18,769 $7.2M 3.36% +4,189 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 18,705 $7.17M 0.4% +240 13F-HR Timeline Aragon Global Management, LP More: the full row for Aragon Global Management, LP 18,600 $7.13M 4.98% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 18,529 $7.1M 1.16% +1,333 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 18,476 $7.08M 1.28% +1,096 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 18,144 $6.95M 3.97% +141 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 18,086 $6.93M 0.17% new 13F-HR/A Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 17,977 $6.89M 0.6% +927 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 17,376 $6.66M 0.25% +3,651 13F-HR/A Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 17,110 $6.56M 4.72% +3 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 17,092 $6.49M <0.01% +6,537 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 16,567 $6.35M 0.78% +71 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 11,299 $6.34M 0.18% +750 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 16,480 $6.32M 0.02% +2,116 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 16,318 $6.26M 0.11% +1,058 13F-HR/A Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 16,290 $6.25M 0.65% new 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 16,208 $6.21M 2.45% -3,637 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 15,981 $6.13M 2.55% -2,381 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 15,939 $6.11M 0.18% -460 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 15,769 $6.05M 0.96% -2,499 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 15,569 $5.97M 5.26% +514 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 15,272 $5.86M 2.12% -1,873 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 15,189 $5.82M 0.07% +5,457 13F-HR Timeline Group Power Alpha Investment Ltd More: the full row for Power Alpha Investment Ltd 15,000 $5.75M 0.66% 0 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 14,916 $5.72M 1.26% +587 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 14,903 $5.71M 0.18% +253 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,506 $5.69M 0.05% +1,249 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 11,207 $5.68M 2.03% -1,920 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 14,724 $5.65M 0.62% +287 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 14,651 $5.62M 0.07% +459 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 14,269 $5.47M -1,169 Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 14,265 $5.47M 0.21% -1,500 13F-HR Timeline Group ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 14,234 $5.46M 0.28% +2,170 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 14,025 $5.38M 2.11% new 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 13,942 $5.35M 0.26% +73 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 13,902 $5.33M 1.53% +162 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 13,816 $5.3M 0.07% +635 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 13,408 $5.26M 1.14% +90 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 13,698 $5.25M 0.14% +383 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 13,652 $5.23M 1.48% +2,013 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 13,606 $5.22M 2.74% -1,718 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 13,370 $5.13M 0.19% -6,443 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 13,301 $5.1M 0.24% -1,207 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 13,268 $5.09M 0.06% -1,879 13F-HR Timeline Group Yahav Achim Ve Achayot - Provident Fund… More: the full row for Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 13,203 $5.06M 9.4% +6,181 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 13,123 $5.03M 0.14% +2,087 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 13,015 $4.99M 0.39% +1,022 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 13,000 $4.98M 1.52% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 12,982 $4.98M <0.01% +2,271 13F-HR Timeline Group Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 10,910 $4.96M 2.1% +1,382 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 12,915 $4.95M 0.01% +3,031 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 11,420 $4.91M 0.28% +7,982 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 12,737 $4.88M 0.12% +102 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 12,663 $4.85M 4.35% +359 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 12,620 $4.84M 0.17% +653 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 12,520 $4.8M 0.72% -575 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,491 $4.79M 0.23% +244 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 12,468 $4.78M 0.05% -762 13F-HR Timeline Group Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 12,447 $4.77M 0.04% new 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 12,404 $4.76M 1.17% +384 13F-HR Timeline MIZUHO MARKETS AMERICAS LLC in group MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO MARKETS AMERICAS LLC 12,300 $4.72M 0.13% new 13F-HR Timeline Group PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 12,260 $4.7M 1.19% +954 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 11,954 $4.58M 4.69% -681 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 12,589 $4.56M 3.14% -165 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,857 $4.55M 0.09% +4,460 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 11,598 $4.45M +6,260 Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 11,543 $4.43M 0.01% -156 13F-HR Timeline Group QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 11,421 $4.38M 1.33% +971 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 11,306 $4.33M 1.59% -684 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 11,254 $4.32M 0.66% +859 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 9,458 $4.3M 0.14% -2,129 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 11,044 $4.23M 0.32% +8,151 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 11,006 $4.22M 1.83% -244 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 11,000 $4.22M 0.04% -4,497 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 10,891 $4.18M 1.48% +3,734 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 10,831 $4.15M 1.38% -35,990 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 10,787 $4.14M 0.4% -47 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,764 $4.13M 0.07% -37 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 10,719 $4.11M 0.46% +897 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 9,878 $4.07M 0.22% -438 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,171 $4.06M 0.08% -5 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 10,591 $4.06M 2.75% -1,750 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 10,563 $4.05M <0.01% -10 13F-HR Timeline Group SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 10,414 $3.99M 2.97% -473 13F-HR Timeline Fort Baker Capital Management LP More: the full row for Fort Baker Capital Management LP 10,409 $3.99M 0.35% new 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 10,387 $3.98M 1.2% -502 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,292 $3.95M 0.18% +2,577 13F-HR Timeline Provident Co of the Employees of the He… More: the full row for Provident Co of the Employees of the Hebrew University LTD 10,285 $3.94M 6.22% new 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 7,760 $3.93M 2.04% +1,227 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,249 $3.93M 0.08% -529 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 10,792 $3.91M 0.23% +12 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 10,180 $3.9M 0.05% +1,260 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 10,038 $3.85M 3.34% -2,067 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 10,037 $3.85M 1.07% +1,687 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 10,028 $3.84M 0.5% +353 13F-HR Timeline Evergreen Quality Fund GP, Ltd. More: the full row for Evergreen Quality Fund GP, Ltd. 10,000 $3.83M 0.09% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 9,981 $3.83M 0.08% +2,462 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 9,959 $3.82M 0.47% +109 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 9,928 $3.81M 1.83% +432 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 9,902 $3.8M 0.14% -80 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 9,763 $3.74M 0.94% +27 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 9,739 $3.73M 0.26% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 9,705 $3.72M 0.01% +8,027 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 9,458 $3.71M 0.01% +948 13F-HR Timeline Group Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 9,568 $3.67M 2.14% +188 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 9,566 $3.67M 0.01% +4,630 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,556 $3.66M <0.01% +968 13F-HR Timeline Group CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 9,509 $3.65M 1.81% +8,654 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 9,457 $3.63M 0.08% +5,360 13F-HR/A Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 9,439 $3.62M 1.14% +7,923 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,409 $3.61M 0.26% +701 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,323 $3.57M 0.04% -3,825 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,139 $3.5M 0.42% +194 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 9,015 $3.46M 1.51% +8,260 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 15,813 $3.42M 0.87% +654 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,714 $3.42M 0.24% -3,343 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 8,800 $3.37M 0.11% -2,000 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 8,765 $3.36M 0.15% -1,120 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 8,745 $3.35M 0.48% -581 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 8,675 $3.33M 1.02% 0 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 8,674 $3.33M 2.12% +179 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 8,640 $3.31M 1% -373 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 8,603 $3.3M 0.86% 0 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 8,548 $3.28M 0.91% +140 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 6,423 $3.25M 0.54% +4,022 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,415 $3.23M 0.05% -255 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 8,224 $3.15M 0.01% +3,227 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 8,221 $3.15M 0.75% -171 13F-HR Timeline Titiun Yejiel More: the full row for Titiun Yejiel 8,214 $3.15M 3.19% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 8,184 $3.14M 1.41% +4,405 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 6,921 $3.14M 2.02% +111 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 8,152 $3.13M 0.01% +3,276 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 8,146 $3.12M 0.46% -1,413 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,145 $3.12M 0.03% -44,588 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,129 $3.12M 0.01% +2,238 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,002 $3.07M 0.33% +295 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $3.06M 1.33% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 7,963 $3.05M 1.57% +220 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 7,951 $3.05M 0.07% +5,784 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,945 $3.05M 0.1% -1,035 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 7,929 $3.04M 0.34% -4,164 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 7,827 $3M 2.73% +115 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 7,815 $3M 3.22% +7,202 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,696 $2.95M 0.16% +322 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 7,634 $2.93M 0.22% +3,764 13F-HR Timeline Group Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 7,601 $2.91M 0.79% -1,504 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,723 $2.9M 0.23% +1,467 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,639 $2.9M 0.35% +1,228 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 7,528 $2.89M 0.69% +265 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 7,508 $2.88M 0.86% +6,191 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 7,501 $2.88M 0.04% -502 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 7,500 $2.88M 0.27% new 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 7,500 $2.88M 0.25% +3,500 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 7,441 $2.85M 1.63% +125 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 7,404 $2.84M 0.44% +42 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 7,236 $2.77M 0.11% +730 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 7,227 $2.77M 0.79% +1,009 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 7,226 $2.77M 0.08% -2,115 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 7,145 $2.74M 0.77% +407 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,081 $2.72M 0.02% +390 13F-HR Timeline Envision Financial Transparency, LLC More: the full row for Envision Financial Transparency, LLC 7,081 $2.71M 2.64% 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 7,027 $2.69M 1.19% 0 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 7,006 $2.68M 1.24% new 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 6,961 $2.67M 0.51% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 6,902 $2.65M 0.15% +143 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,889 $2.64M 0.04% +5,060 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 6,822 $2.62M 0.4% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,813 $2.61M <0.01% +1,728 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,757 $2.59M 0.09% +9 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,725 $2.58M 0.15% +81 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 6,643 $2.55M 0.81% +930 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 6,630 $2.54M 0.17% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,515 $2.5M 0.01% -363 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 6,486 $2.49M 0.1% 0 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 6,416 $2.46M 0.5% +172 13F-HR Timeline