Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,855,196 $404M 6.05% +4,440,578 13F-HR Timeline Oriental Harbor Investment Master Fund More: the full row for Oriental Harbor Investment Master Fund 1,260,094 $105M 9.28% -255,316 13F-HR/A Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 1,168,112 $97M 2.42% +1,155,681 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 688,078 $57.1M 0.09% -66,862 13F-HR Timeline Group McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 651,420 $54.1M 14.42% new 13F-HR/A Timeline PPSC Investment Service Corp More: the full row for PPSC Investment Service Corp 600,630 $49.9M 4.65% +81,285 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 428,532 $35.6M 0.61% new 13F-HR Timeline Group Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 417,732 $34.7M 9.05% +94,721 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 385,100 $32M 0.21% +140,100 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 365,044 $30.3M 0.37% -567,903 13F-HR/A Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 296,913 $24.6M 0.91% +98,613 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 273,613 $22.7M <0.01% +117,473 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 249,013 $20.7M 0.92% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 211,911 $17.6M 0.03% -445,379 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 198,910 $16.5M 0.45% +158,074 13F-HR Timeline Group Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 193,905 $16.1M 4.19% +120,141 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 151,262 $12.6M 9.92% -800 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 141,301 $11.7M <0.01% +68,018 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 132,858 $11M 0.32% -23,402 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 126,675 $10.5M 4.83% +22,069 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 113,592 $9.43M 0.26% +12,867 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 112,600 $9.35M 0.01% +68,600 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 110,409 $9.16M <0.01% -410,035 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 106,993 $8.88M 0.01% +42,058 13F-HR/A Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 100,500 $8.34M 0.34% -265,950 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 91,761 $7.62M 0.14% -210 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 87,045 $7.22M 0.01% +17,706 13F-HR Timeline Group Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 86,398 $7.17M 1.14% -9,569 13F-HR Timeline CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 84,356 $7M 0.17% -108,384 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 83,415 $6.92M 0.17% +57,040 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 82,535 $6.85M <0.01% -160,596 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 75,699 $6.28M 0.16% new 13F-HR/A Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 74,340 $6.17M 0.04% -15,000 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 70,990 $5.89M 0.01% +8,032 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 69,340 $5.76M <0.01% -21,802 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 66,878 $5.67M 0.01% -813 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 66,198 $5.49M 0.09% +51,736 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 66,021 $5.48M 0.64% +11,682 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 65,399 $5.43M 0.18% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 64,859 $5.38M 0.66% -4,303 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 62,500 $5.19M 3.87% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 59,868 $4.97M 1.62% +10,381 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 51,171 $4.25M 3.97% +29,200 13F-HR/A Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 49,740 $4.13M 1.53% -12,861 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 45,931 $3.81M 0.1% +11,582 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 44,838 $3.72M 0.04% +36,136 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 44,166 $3.68M 0.02% +13,603 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 41,100 $3.41M 0.93% -2,500 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 41,097 $3.41M 0.06% -203 13F-HR/A Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 40,747 $3.38M 1.3% new 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 40,692 $3.38M 4.01% +1,390 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 39,346 $3.27M 2.75% new 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 37,044 $3.07M 0.08% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 36,467 $3.03M 0.08% -93,354 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 36,059 $3M 0.07% +12,100 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 36,068 $2.99M <0.01% +2,297 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 35,459 $2.94M 0.12% +28,743 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 34,004 $2.82M 0.02% -135,145 13F-HR/A Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 30,865 $2.56M <0.01% +3,158 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 30,368 $2.53M 0.1% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 28,816 $2.4M 0.08% +22,936 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 27,456 $2.28M 1.01% -1,955 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 27,180 $2.26M 0.03% +77 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 26,846 $2.23M 0.01% +26,838 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 26,772 $2.22M 0.58% -990 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 24,235 $2.01M 1.03% -591 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 23,500 $1.95M 0.05% +288 13F-HR Timeline Group Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 23,485 $1.95M 1.13% -631 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 22,603 $1.88M 0.9% +66 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 21,710 $1.8M 0.13% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 21,313 $1.77M 0.35% +13,840 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 20,569 $1.71M 2.06% 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 19,817 $1.64M 0.07% -350 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 19,570 $1.62M <0.01% +2,002 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 18,597 $1.54M 0.34% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 18,509 $1.54M 0.12% +4,017 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 18,220 $1.51M 0.37% +4,800 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 18,059 $1.5M <0.01% -693 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 18,006 $1.49M 0.08% new 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 17,950 $1.49M 0.23% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 17,842 $1.48M <0.01% -4,539 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 17,673 $1.47M 0.12% +7,915 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 17,568 $1.46M <0.01% +6,614 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 16,500 $1.37M 0.04% +7,541 13F-HR/A Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 16,441 $1.36M <0.01% -106,433 13F-HR/A Timeline Group TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 16,373 $1.36M 0.29% new 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 16,193 $1.34M 0.01% 0 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 15,989 $1.33M 1.25% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 15,627 $1.3M 0.1% -3,690 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 15,400 $1.28M 0.06% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 15,306 $1.27M <0.01% -5,585 13F-HR Timeline Group Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 15,533 $1.26M 0.81% new 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 15,182 $1.26M 2.81% +4,365 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 14,049 $1.17M 0.03% +1,180 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 14,000 $1.16M 0.45% +10,000 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13,615 $1.13M 0.02% +7,961 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 13,600 $1.13M 0.04% -589 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 13,316 $1.11M 0.42% -3,907 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 13,111 $1.09M 0.25% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 12,634 $1.05M <0.01% +10,292 13F-HR Timeline Group Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 11,770 $1.04M 0.44% 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 12,538 $1.04M 0.04% new 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 12,503 $1.04M 0.51% +2,935 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 12,500 $1.04M 0.11% +6,500 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 11,735 $1.03M 0.48% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 11,943 $991K 0.26% new 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 11,170 $981K 0.5% -4,846 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 11,774 $977K <0.01% +6,083 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 11,386 $945K 0.43% +6,787 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 11,045 $917K 0.71% -1,349 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 11,010 $914K 0.02% -31,890 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 10,891 $904K 0.02% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 10,816 $898K 0.01% -744 13F-HR Timeline Group Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 10,304 $874K 0.78% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 10,442 $867K 0.09% -540 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 10,335 $858K 0.56% +973 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 10,290 $854K 0.07% +4,863 13F-HR Timeline Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 10,283 $853K 0.58% +1,812 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 10,125 $840K 0.11% +1,925 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 9,996 $830K 0.05% +2,560 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 9,993 $829K 0.09% -320 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,878 $820K 0.01% +1,528 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 9,470 $786K 0.2% -452 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 9,426 $782K 0.17% -14,228 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 9,220 $765K 0.06% new 13F-HR Timeline 25 LLC More: the full row for 25 LLC 9,093 $755K 0.28% +32 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,085 $754K <0.01% +773 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 9,466 $729K <0.01% +2,848 13F-HR/A Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 8,773 $728K 0.26% -6,022 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 7,689 $702K 0.59% -3,176 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 8,411 $698K 0.35% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 8,378 $695K <0.01% +6,580 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 8,393 $679K 0.05% +2,942 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 8,096 $672K <0.01% -5,188 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 7,984 $663K 0.1% +198 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 6,525 $659K 0.11% -1,417 13F-HR Timeline Virtus Wealth Solutions LLC More: the full row for Virtus Wealth Solutions LLC 7,740 $642K 0.13% -976 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,665 $636K <0.01% -5,381 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 7,661 $636K 0.49% -1,031 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 7,497 $622K 0.3% -631 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,484 $621K 0.01% +2,421 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 7,436 $617K <0.01% +1,261 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,100 $589K 0.03% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 7,100 $589K 0.29% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,017 $582K 0.02% +2,147 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,997 $581K 0.01% +3,188 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 6,900 $573K <0.01% -750 13F-HR Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 6,800 $564K 0.36% -25,045 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 6,698 $556K 0.14% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 6,518 $542K 0.01% +23 13F-HR Timeline Group Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 6,391 $530K 0.11% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 6,278 $521K 0.1% -2,771 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 6,235 $518K 0.11% +817 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 6,202 $515K 0.07% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 6,124 $508K 0.01% -2,930 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,020 $500K 0.02% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 6,000 $498K 0.07% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,002 $498K 0.08% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,885 $488K 0.03% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,807 $482K <0.01% +836 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,762 $478K <0.01% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,759 $478K 0.02% +2,245 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,745 $477K <0.01% +1,588 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 5,710 $474K 0.04% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 5,553 $461K <0.01% -4,817 13F-HR/A Timeline Group Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 5,400 $448K 0.47% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,342 $443K <0.01% 0 13F-HR Timeline Group Innova Wealth Partners More: the full row for Innova Wealth Partners 5,180 $430K 0.25% -3,607 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 5,105 $424K 0.16% +257 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,880 $405K <0.01% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,812 $399K <0.01% +375 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,713 $391K <0.01% 0 13F-HR Timeline Group Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 4,700 $390K 0.05% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,674 $388K 0.02% +1,971 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 4,570 $379K 0.01% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,542 $377K 0.05% +139 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,535 $376K 0.01% new 13F-HR Timeline Group SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 4,507 $374K 0.02% -685 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 4,442 $369K 0.07% +87 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,105 $356K 0.06% +300 13F-HR/A Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,399 $356K 0.14% -3,792 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,268 $355K 0.01% new 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,270 $354K 0.05% +755 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,262 $354K 0.02% -1,999 13F-HR Timeline Group Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 4,113 $350K 0.29% -1,066 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 4,202 $349K 0.04% 0 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 4,167 $346K 0.18% -261 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 4,140 $344K 0.09% +3 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,086 $339K <0.01% +88 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,080 $339K 0.02% new 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 4,067 $338K 0.09% new 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 4,000 $332K 0.1% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,978 $330K 0.06% new 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 3,857 $320K 0.16% new 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 3,771 $313K 0.11% -225 13F-HR/A Timeline Socha Financial Group, LLC More: the full row for Socha Financial Group, LLC 3,764 $312K 0.14% new 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,707 $308K 0.03% -80 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 3,527 $299K 0.04% new 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 3,440 $286K 0.14% new 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 3,405 $283K 0.2% new 13F-HR Timeline