VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 45,362 $20.2M 0.67% +6,671 13F-HR Timeline BLKBRD Asset Management, LP More: the full row for BLKBRD Asset Management, LP 45,356 $20.2M 5.62% +17,366 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 44,927 $20M 0.96% -6,476 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 44,721 $19.9M 2.77% +42,271 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 44,702 $19.9M 0.76% -2,994 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 44,392 $19.7M 3.44% -5,445 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 43,997 $19.6M 0.28% -305 13F-HR Timeline Lingotto Investment Management LLP More: the full row for Lingotto Investment Management LLP 43,961 $19.6M 0.37% 0 13F-HR/A Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 43,718 $19.4M 2.58% -491 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 43,477 $19.3M 5.24% +7,344 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 43,442 $19.3M 0.67% -2,625 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 43,269 $19.2M 0.03% +5,066 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 43,269 $19.2M 1.1% +6,586 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 43,162 $19.2M 0.63% +26,379 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 43,042 $19.1M 0.44% +8,207 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 41,864 $18.6M 1.78% -2,419 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 41,836 $18.6M 0.47% -503 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 41,726 $18.6M 0.81% +3,300 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 41,684 $18.5M 0.6% -4,467 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 41,674 $18.5M 0.44% +7,563 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 41,533 $18.5M 0.1% +1,277 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 41,457 $18.4M 0.59% -2,295 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 41,398 $18.4M 0.77% -2,417 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 40,647 $18.1M 0.45% +1,213 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 40,633 $18.1M 0.14% -22,064 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 40,502 $18M 0.63% +5,383 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 40,421 $18M 1.15% +1,424 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 40,398 $18M 0.51% -726 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 40,293 $17.9M 0.36% new 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 40,027 $17.8M 0.26% +68 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 39,928 $17.8M 1.52% +5,872 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 41,179 $17.7M 3.22% +924 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 39,681 $17.6M 0.11% +4,800 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 39,600 $17.6M 2.34% +39,063 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 39,536 $17.6M 0.68% +5,040 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 39,325 $17.5M 0.5% -13,558 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 39,289 $17.5M 0.76% -86 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 39,199 $17.4M 2.14% +21,725 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 39,165 $17.4M 1.75% -86,210 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 38,914 $17.3M 0.35% +1,025 13F-HR Timeline Group STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 38,434 $17.1M 2.27% +35,666 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 38,300 $17M 0.19% +2,639 13F-HR Timeline Group Argentarii, LLC More: the full row for Argentarii, LLC 3,787 $16.8M 6.72% -23 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 37,745 $16.8M 0.57% +830 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 37,487 $16.7M 0.97% +38 13F-HR Timeline Group Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 37,368 $16.6M 2.52% -19,791 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 37,033 $16.5M 3.12% +2,972 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 36,971 $16.4M 2.44% +4,073 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 36,956 $16.4M 0.58% +2,417 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 36,949 $16.4M 4.15% +550 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 36,804 $16.4M 3.28% 13F-HR Timeline Matthew 25 Management Corp More: the full row for Matthew 25 Management Corp 36,700 $16.3M 5.03% -7,300 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 36,494 $16.2M 1.02% +18,846 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 36,342 $16.2M 0.93% -387 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 36,095 $16.1M 0.21% +6,944 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 36,067 $16M 0.16% +448 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 35,844 $15.9M 1.28% +485 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 35,285 $15.7M 0.31% +1,560 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 35,187 $15.6M 1.73% +1,726 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 35,124 $15.6M 5.31% +8,933 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 35,078 $15.6M 1.07% -138 13F-HR Timeline Temasek Holdings (Private) Ltd in group Temasek Holdings (Private) Ltd More: the full row for Temasek Holdings (Private) Ltd 34,950 $15.5M 0.05% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 34,912 $15.5M 0.21% +269 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 36,129 $15.5M 2.07% +3,229 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 34,812 $15.5M 1.11% -2,686 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 34,634 $15.4M 1.06% -7,784 13F-HR Timeline Tredje AP-fonden More: the full row for Tredje AP-fonden 34,495 $15.3M 0.12% new 13F-HR Timeline RWQ Financial Management Services, Inc. More: the full row for RWQ Financial Management Services, Inc. 34,485 $15.3M 6.65% -17,230 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 34,447 $15.3M 1.52% +13,552 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 34,200 $15.2M 0.11% +1,000 13F-HR/A Timeline Science & Technology Partners, L.P. More: the full row for Science & Technology Partners, L.P. 34,100 $15.2M 4.31% +21,400 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 33,827 $15M 0.58% -1,438 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 33,559 $14.9M 0.54% +2,080 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 33,457 $14.9M 0.95% -1,210 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 49,300 $14.8M 1.19% +407 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 33,169 $14.8M 0.28% -784 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 33,135 $14.7M 0.24% +253 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 32,974 $14.7M 0.72% +9,483 13F-HR Timeline Capital Impact Advisors, LLC More: the full row for Capital Impact Advisors, LLC 32,768 $14.6M 3.26% +5,573 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 32,752 $14.6M 1.8% -532 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 32,588 $14.5M 0.95% +332 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 32,053 $14.3M 0.98% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 32,046 $14.3M 0.82% +1,541 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 31,976 $14.2M -346 Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 31,906 $14.2M 0.47% +597 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 31,805 $14.1M 0.1% +25,194 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 31,590 $14M 0.68% +4,784 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 31,577 $14M 1.71% -2,018 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 31,569 $14M 9.72% +9,718 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 31,477 $14M 2.98% -327 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 29,877 $13.9M 9.24% -12,614 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 31,008 $13.8M 1.74% -11,084 13F-HR Timeline Atika Capital Management LLC in group Atika Capital Management LLC More: the full row for Atika Capital Management LLC 31,000 $13.8M 1.17% new 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 30,978 $13.8M 0.22% +1,497 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 31,055 $13.8M 0.18% +8,915 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 30,901 $13.7M 0.97% -326 13F-HR Timeline DUPONT CAPITAL MANAGEMENT CORP More: the full row for DUPONT CAPITAL MANAGEMENT CORP 30,835 $13.7M 1.42% +4,168 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 30,785 $13.7M 1.14% new 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 30,726 $13.7M 0.88% +30,400 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 30,688 $13.6M 0.03% -8,705 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 30,677 $13.6M 1.59% +1,014 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 30,754 $13.6M 0.84% +7,519 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 30,622 $13.6M <0.01% +6,892 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 30,552 $13.6M 0.08% +10,061 13F-HR Timeline ONCE CAPITAL MANAGEMENT, LLC More: the full row for ONCE CAPITAL MANAGEMENT, LLC 30,500 $13.6M 3.68% +15,500 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 30,473 $13.6M 0.09% -602 13F-HR/A Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 30,286 $13.5M 0.2% +341 13F-HR Timeline Revere Asset Management, Inc More: the full row for Revere Asset Management, Inc 30,075 $13.4M 5.05% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 29,970 $13.3M 0.27% +785 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 29,874 $13.3M 0.1% +2,030 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 29,737 $13.2M 0.49% +458 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 29,510 $13.1M 0.51% -311 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 29,479 $13.1M 0.16% +6,965 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 29,376 $13.1M 0.02% -2,376 13F-HR Timeline Group Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 29,285 $13M 3.77% +829 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 29,186 $13M 0.45% -68 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 29,140 $13M 1.95% +204 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 29,052 $12.9M 0.78% +1,390 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 28,906 $12.9M 0.89% -1,226 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 28,892 $12.8M 0.74% -7,783 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 28,875 $12.8M 2.79% -3,594 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 28,765 $12.8M 0.77% +13,538 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 28,665 $12.7M 0.85% +2,358 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 28,631 $12.7M 0.09% +24,043 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 28,548 $12.7M 0.58% +5,951 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 28,202 $12.5M 4.77% +10,105 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 28,147 $12.5M 0.32% -7,503 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 28,144 $12.5M 0.26% +2,086 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 28,109 $12.5M 0.14% +7,672 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 28,032 $12.5M 0.57% +519 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 27,889 $12.4M 0.44% +1,018 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 27,842 $12.4M 0.42% +5,422 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 27,780 $12.4M 0.42% +249 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 27,578 $12.3M 1.74% -216 13F-HR Timeline Group JT Stratford LLC More: the full row for JT Stratford LLC 27,457 $12.2M 1.64% +5,350 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 27,309 $12.1M 0.3% +3,647 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 27,229 $12.1M 0.4% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 27,188 $12.1M 0.72% +12,316 13F-HR Timeline Flight Deck Capital, LP More: the full row for Flight Deck Capital, LP 27,100 $12.1M 9.12% -8,300 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 26,968 $12M 0.52% +4,231 13F-HR Timeline Group Infusive Asset Management Inc. More: the full row for Infusive Asset Management Inc. 26,802 $11.9M 5.47% -3,454 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 26,786 $11.9M 1.01% -514 13F-HR Timeline Group ABN AMRO INVESTMENT SOLUTIONS group of 2 filers holding More: the full row for ABN AMRO INVESTMENT SOLUTIONS 26,748 $11.9M new Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 26,595 $11.8M 1.02% +143 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 26,496 $11.8M 0.55% -492 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 26,280 $11.7M 0.13% -2,149 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 26,237 $11.7M 1.22% -630 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 26,156 $11.6M 1.22% +1,923 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 25,991 $11.6M 2.24% +302 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 25,762 $11.5M 1.12% +4,795 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 36,282 $11.5M 4.61% +25,769 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 25,675 $11.4M 3.84% +6,600 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 25,588 $11.4M 5.52% +148 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 25,421 $11.3M 4.21% +477 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 25,317 $11.3M 1.59% -580 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 25,214 $11.2M 1.81% +163 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 25,089 $11.2M 1.11% -170 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 25,038 $11.1M 3.2% +319 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 25,025 $11.1M 1% +140 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 24,996 $11.1M 1.05% +873 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 24,951 $11.1M 0.22% +4,451 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 24,917 $11.1M -408 Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 24,796 $11M 0.53% -190 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 24,788 $11M 0.18% -968 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 24,598 $10.9M 0.25% +1,252 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 24,919 $10.9M 0.3% +2,306 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 24,963 $10.9M 0.27% +1,713 13F-HR/A Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 24,360 $10.8M 0.22% +219 13F-HR Timeline Unisphere Establishment in group Unisphere Establishment More: the full row for Unisphere Establishment 24,200 $10.8M 0.08% 0 13F-HR Timeline Group Rede Wealth, LLC More: the full row for Rede Wealth, LLC 24,140 $10.7M 8.43% +23,073 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 24,140 $10.7M 8.43% +874 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 24,135 $10.7M 2.08% +23,586 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 23,665 $10.7M 0.62% +7,410 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 24,072 $10.7M 1.6% -7,354 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 24,072 $10.7M 0.58% -4,016 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 23,939 $10.6M 0.36% -2,193 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 23,911 $10.6M 0.09% +21,536 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 23,790 $10.6M 0.55% +1,127 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 23,770 $10.6M 1.91% +497 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 23,753 $10.6M 0.16% +6,446 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 23,744 $10.6M 0.11% +3 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 23,688 $10.5M 1.14% +97 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 23,602 $10.5M 0.56% +4,050 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 23,588 $10.5M 2.07% 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 23,513 $10.5M 0.09% -3,524 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 23,475 $10.4M 2.39% -3,157 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 23,388 $10.4M 1.61% +20 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 23,364 $10.4M 0.6% +439 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 23,245 $10.3M 0.28% +36 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 23,236 $10.3M 2.96% +49 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 23,191 $10.3M 0.57% +1,744 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 23,169 $10.3M 0.22% +12,249 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 23,142 $10.3M 0.41% +337 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 23,648 $10.3M 7.56% -954 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 23,049 $10.2M 0.38% new 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 22,970 $10.2M 1.04% +4,361 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 22,870 $10.2M 0.7% -12,348 13F-HR Timeline DJE Kapital AG More: the full row for DJE Kapital AG 31,620 $10.2M 0.25% 0 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 22,839 $10.2M 0.32% -738 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 22,838 $10.2M 4.83% -958 13F-HR Timeline