Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 923 $424K 0.01% new 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 921 $423K 0.15% -3 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 921 $423K 0.1% 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 913 $419K 0.24% +16 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 909 $417K 0.11% -2,443 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 907 $416K 0.02% +2 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 896 $411K 0.01% -1,013 13F-HR Timeline Group Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 889 $408K 0.36% new 13F-HR/A Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 886 $407K 0.05% +392 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 872 $400K 0.18% -63 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 866 $398K 0.04% +126 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 864 $397K 0.02% -1,313 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 864 $397K 0.01% +111 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 860 $395K 0.11% -46 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 841 $386K 0.01% -19 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 831 $382K 0.07% -1 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 830 $381K 0.08% new 13F-HR/A Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 830 $381K 0.01% -106 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 828 $380K 0.01% -663 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 827 $380K 0.04% +67 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 817 $375K <0.01% -72,188 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 816 $375K <0.01% -25 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 815 $374K <0.01% -956 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 808 $371K 0.14% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 805 $370K 0.02% +71 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 798 $366K <0.01% +70 13F-HR/A Timeline Entelevest, LLC More: the full row for Entelevest, LLC 796 $365K 0.32% +99 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 790 $363K 0.5% -100 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 787 $361K 0.05% -84 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 784 $360K 0.13% -904 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 782 $359K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 780 $358K <0.01% -476 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 778 $357K 0.01% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 776 $356K 0.05% +181 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 768 $353K <0.01% +93 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 768 $353K 0.08% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 756 $350K 0.07% +193 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 763 $350K 0.14% -62 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 759 $348K <0.01% +51 13F-HR Timeline Group Pembroke Management, LTD More: the full row for Pembroke Management, LTD 758 $348K 0.04% +225 13F-HR/A Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 756 $347K 0.01% -150 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 751 $345K 0.01% -905 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 749 $344K 0.01% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 746 $343K 0.01% +275 13F-HR Timeline STG SECURITIES, LLC More: the full row for STG SECURITIES, LLC 743 $341K 0.37% 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 727 $340K 0.02% +164 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 740 $340K 0.15% +86 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 736 $338K 0.01% new 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 735 $337K 0.06% 0 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 732 $336K 0.1% -52 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 729 $335K 0.02% +42 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 692 $334K 0.01% -59 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 719 $330K 0.01% -46 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 719 $330K 0.01% -39 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 715 $328K 0.03% -336 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 713 $327K 0.02% +95 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 710 $326K 0.02% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 709 $326K 0.05% +134 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 709 $326K 0.2% +257 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 708 $325K <0.01% +184 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 707 $325K 0.25% -72 13F-HR/A Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 706 $324K 0.02% -1,348 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 700 $321K 0.03% +193 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 700 $321K 0.06% -3,739 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 696 $320K 0.01% -46 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 691 $317K 0.17% +21 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 689 $316K 0.02% -11,835 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 686 $315K 0.01% 0 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 683 $314K 0.05% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 681 $313K 0.08% 0 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 677 $311K 0.02% -13,718 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 835 $310K 0.11% +335 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 666 $306K 0.03% +358 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 661 $303K 0.01% -15 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 661 $303K 0.01% +69 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 661 $303K 0.18% +100 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 660 $303K 0.1% -136 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 657 $302K 0.03% +3 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 654 $300K 0.01% -14 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 648 $298K 0.02% new 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 646 $297K 0.05% -860 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 638 $293K 0.03% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 637 $292K 0.03% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 635 $292K 0.02% +126 13F-HR Timeline 111 Capital More: the full row for 111 Capital 631 $290K 0.05% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 624 $286K <0.01% +14 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 21 $286K 0.04% new 13F-HR/A Timeline Calydon Capital More: the full row for Calydon Capital 621 $285K 0.04% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 619 $284K 0.01% -78 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 618 $284K <0.01% -11,887 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 615 $282K 0.14% 0 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 614 $282K 0.13% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 613 $281K 0.02% +46 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 613 $281K 0.05% -140 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 610 $280K 0.16% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 607 $279K 0.01% +38 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 606 $278K 0.08% +119 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 584 $276K <0.01% +96 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 600 $275K 0.1% 0 13F-HR/A Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 600 $275K 0.01% -3,400 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 600 $275K 0.01% -358 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 599 $275K 0.06% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 599 $275K 0.06% -268 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 596 $274K 0.01% +347 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 595 $273K 0.11% 0 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 594 $273K 0.01% -22 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 594 $273K 0.01% +27 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 587 $270K 0.05% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 584 $268K <0.01% +16 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 583 $268K 0.02% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 583 $268K 0.03% +131 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 573 $263K 0.05% -424 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 573 $263K 0.21% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 571 $262K 0.02% -341 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 560 $257K 0.01% -153 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 560 $257K 0.14% new 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 560 $257K 0.14% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 554 $254K 0.03% -834 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 554 $254K 0.08% new 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 552 $253K 0.07% -38 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 551 $253K 0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 551 $252K 0.03% 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 548 $252K 0.06% -77 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 543 $249K 0.01% -59 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 536 $246K 0.03% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 532 $244K 0.02% +115 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 528 $242K 0.01% -21 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 528 $242K 0.01% new 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 526 $242K <0.01% +394 13F-HR Timeline Group Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 526 $242K 0.02% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 525 $241K 0.01% -45 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 522 $240K 0.04% new 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 522 $240K 0.13% -213 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 521 $239K 0.07% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 520 $239K 0.18% -119 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 519 $239K 0.01% -348 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 519 $238K 0.02% -8 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 515 $236K 0.03% -21 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 513 $236K 0.03% -135 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 511 $235K 0.01% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 510 $234K 0.05% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 510 $234K 0.09% -333 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 510 $234K <0.01% +51 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 502 $230K 0.02% +7 13F-HR Timeline RV Capital AG More: the full row for RV Capital AG 500 $230K 0.06% 0 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 500 $230K 0.19% -9 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 498 $228K 0.08% new 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 494 $227K 0.01% 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 490 $225K 0.06% +65 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 19 $225K 0.02% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 487 $224K 0.02% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 487 $224K 0.01% -651 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 486 $223K 0.04% -70 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 485 $223K <0.01% new 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 483 $222K <0.01% new 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 480 $220K 0.03% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 480 $220K <0.01% -680 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 473 $217K 0.02% +379 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 471 $216K 0.04% -7 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 468 $215K 0.02% -516 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 464 $213K 0.01% +11 13F-HR Timeline Group BRITISH COLUMBIA INVESTMENT MANAGEMENT … More: the full row for BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 462 $212K <0.01% -92 13F-HR Timeline American Trust More: the full row for American Trust 462 $212K 0.02% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 459 $211K <0.01% -9 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 459 $211K 0.01% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 457 $210K 0.02% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 457 $210K 0.07% -30 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 453 $208K 0.03% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 452 $208K 0.02% -17 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 452 $208K 0.15% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 448 $206K 0.01% -11 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 445 $204K 0.01% 0 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 419 $203K 0.02% +12 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 440 $202K 0.01% +24 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 439 $202K 0.01% -727 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 420 $202K 0.12% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 437 $201K 0.01% +144 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 425 $195K 0.06% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 416 $191K <0.01% +63 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 406 $186K 0.01% -7,843 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 374 $172K <0.01% -72 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 345 $158K 0.07% +140 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 344 $158K 0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 343 $157K <0.01% +120 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 320 $147K <0.01% -71 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 305 $140K 0.04% +4 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 289 $133K 0.02% -40 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 282 $129K 0.02% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 264 $121K 0.02% -8 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 262 $120K 0.01% +16 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 262 $120K 0.01% new 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 253 $116K 0.04% +11 13F-HR/A Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 222 $102K 0.01% -7 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 216 $99.2K <0.01% -182 13F-HR Timeline Group Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 216 $99.2K 0.01% new 13F-HR Timeline Group MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 205 $94.1K <0.01% +129 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 195 $89.5K 0.02% -16 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 194 $89.1K 0.01% +1 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 194 $89.1K 0.04% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 186 $85.4K <0.01% +4 13F-HR Timeline Group