Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,079 $524K 0.01% -1,896 13F-HR/A Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 1,075 $522K 0.16% +221 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,069 $520K 0.02% -51 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,072 $520K 0.01% -378 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,068 $518K 0.07% +25 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,056 $513K 0.04% +133 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 1,055 $512K 0.02% +131 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,049 $509K 0.03% +164 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,039 $504K 0.02% +4 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,039 $504K 0.16% 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,034 $502K 0.04% -6 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 968 $499K 0.01% +34 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 1,027 $498K 0.19% -21 13F-HR/A Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,024 $497K 0.14% +2 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 1,023 $497K 0.09% -9,752 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 1,020 $495K 0.16% -11 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,002 $486K 0.04% -54 13F-HR Timeline Group DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 1,000 $485K 0.1% 0 13F-HR Timeline Maytus Capital Management, LLC More: the full row for Maytus Capital Management, LLC 1,000 $485K 0.17% new 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 1,000 $485K 0.2% new 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 1,000 $485K 0.48% 0 13F-HR Timeline Codex Capital Asset Management L.L.C. More: the full row for Codex Capital Asset Management L.L.C. 1,000 $485K 0.21% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 999 $485K 0.01% -3 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 992 $481K 0.09% -271 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 988 $480K 0.12% +36 13F-HR Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 984 $478K 0.01% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 984 $478K 0.17% -40 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 975 $473K 0.03% -40 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 975 $473K 0.09% new 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 972 $472K 0.08% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 972 $472K 0.11% +472 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 971 $471K 0.03% +126 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 960 $466K 0.02% -18 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 939 $463K 0.09% +121 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 844 $460K 0.03% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 947 $460K 0.01% +17 13F-HR/A Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 933 $453K 0.01% -2 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 933 $453K 0.01% new 13F-HR Timeline Group Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 924 $448K 0.13% +1 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 921 $447K 0.01% +50 13F-HR/A Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 919 $446K 0.07% -59 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 910 $442K 0.38% 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 908 $441K 0.01% -21 13F-HR Timeline Group LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 908 $441K 0.05% new 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 837 $440K 0.15% new 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 905 $439K 0.3% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 894 $434K 0.01% +4 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 890 $432K 0.02% +31 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 880 $427K 0.19% -105 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 795 $421K 0.08% -140 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 865 $420K 0.17% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 865 $420K 0.06% +5 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 864 $419K 0.02% -48 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 863 $419K 0.36% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 854 $414K 0.01% -42 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 840 $408K 0.01% +19 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 840 $408K 0.01% -23 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 839 $407K 0.14% -295 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 836 $406K 0.11% new 13F-HR/A Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 839 $405K 0.22% -43 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 833 $404K 0.02% +68 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 831 $403K 0.02% -305 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 831 $403K 0.12% +189 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 827 $402K 0.02% -13 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 824 $400K 0.35% +66 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 820 $398K 0.32% +37 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 819 $398K 0.08% +35 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 816 $396K 0.01% +39 13F-HR Timeline Group Impact Investors, Inc More: the full row for Impact Investors, Inc 813 $395K 0.31% 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 799 $394K 0.01% +2 13F-HR Timeline Group Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 810 $393K 0.23% +1 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 804 $390K 0.27% +152 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 803 $390K 0.05% 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 801 $389K 0.03% +9 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 801 $389K 0.22% -41 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 799 $388K 0.06% -191 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 796 $386K 0.03% +257 13F-HR/A Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 796 $386K 0.06% -455 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 795 $386K 0.01% -61 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 794 $385K 0.1% +193 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 775 $384K 0.01% +1 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 789 $383K 0.03% -31 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 787 $382K 0.01% -11,125 13F-HR Timeline Group Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 780 $379K 0.17% -80 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 777 $377K 0.02% +53 13F-HR/A Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 777 $377K 0.02% -767 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 773 $375K 0.02% +244 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 767 $372K 0.01% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 767 $372K 0.19% -5 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 767 $372K 0.12% -12 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 766 $372K 0.13% -4 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 765 $371K 0.2% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 764 $371K 0.02% -172 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 761 $369K <0.01% -160 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 754 $366K <0.01% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 751 $365K <0.01% -4 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 741 $360K 0.13% -503 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 715 $359K 0.01% -69 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 737 $358K <0.01% -12,907 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 731 $355K 0.01% -3 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 731 $355K 0.3% 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 727 $353K 0.03% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 727 $353K 0.09% new 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 719 $349K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 716 $348K 0.01% -1,190 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 714 $347K 0.07% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 699 $339K 0.02% +12 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 691 $335K 0.01% +25 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 688 $334K 0.17% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 681 $331K <0.01% +12 13F-HR Timeline Natixis Investment Managers Internation… More: the full row for Natixis Investment Managers International 673 $327K 0.03% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 669 $325K 0.03% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 666 $323K 0.13% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 665 $323K 0.01% -29 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 665 $323K 0.01% -38 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 634 $322K 0.12% -15 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. 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More: the full row for Sunflower Bank, N.A. 580 $282K 0.08% +81 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 577 $280K 0.04% +5 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 569 $279K 0.07% 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 571 $277K 0.02% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 564 $274K 0.07% -11 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 563 $273K 0.03% -16 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 563 $273K 0.01% +88 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 562 $273K <0.01% +165 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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More: the full row for TRUST POINT INC. 555 $269K 0.02% -122 13F-HR Timeline Busey Bank More: the full row for Busey Bank 554 $269K 0.01% -17 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 553 $268K 0.22% +4 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 553 $268K -76 Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 550 $267K 0.02% +51 13F-HR/A Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 543 $264K 0.03% +20 13F-HR Timeline Savvy Advisors, Inc. 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More: the full row for Stratos Wealth Partners, LTD. 534 $259K <0.01% +66 13F-HR Timeline Group HCR Wealth Advisors More: the full row for HCR Wealth Advisors 534 $259K 0.03% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 534 $259K 0.02% -33 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 517 $251K 0.04% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 517 $251K <0.01% -5 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 513 $249K 0.16% +13 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 512 $249K 0.01% -207 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 509 $247K 0.03% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 507 $246K 0.05% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 506 $246K 0.03% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 506 $246K 0.16% -601 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 505 $245K 0.2% -188 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 504 $245K 0.09% +66 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 504 $245K 0.05% 0 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 503 $244K 0.1% -197 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 503 $244K 0.1% +30 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 502 $244K 0.01% 0 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 502 $244K 0.1% -105 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 501 $243K 0.01% -106 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 500 $243K 0.02% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 500 $243K 0.01% 0 13F-HR Timeline Group Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 499 $242K 0.12% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 498 $242K 0.01% +4 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 497 $241K 0.01% +78 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 496 $241K 0.04% -39 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 492 $239K 0.13% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 490 $238K 0.01% -1,236 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 487 $236K 0.02% -3 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 484 $235K 0.02% -57 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 483 $234K 0.12% -33 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 485 $234K 0.16% 0 13F-HR Timeline