INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 20,766 $907K 0.03% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 20,503 $896K 0.06% +603 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 20,455 $894K 0.57% +595 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 20,212 $883K 0.01% +184 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 20,071 $877K 0.03% -3,980 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 19,982 $873K -663 Timeline CSS LLC/IL More: the full row for CSS LLC/IL 19,910 $870K 0.04% 0 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 19,861 $868K 0.18% +184 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 19,607 $857K 0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 19,087 $834K 0.06% +2,032 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 19,024 $831K 0.22% -1,875 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 18,979 $829K 0.45% -6,175 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 18,784 $821K 0.05% 0 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 18,500 $808K 0.21% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 18,444 $806K 0.02% +6,217 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 18,443 $806K 0.04% +2,378 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 18,429 $805K 0.01% 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 18,137 $789K <0.01% +400 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 18,043 $788K 0.12% +1,189 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 18,035 $788K 0.37% +3,606 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 17,970 $785K 0.01% +1,407 13F-HR Timeline Group Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 17,909 $783K 0.13% +1,950 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 17,863 $781K 0.4% +267 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 17,498 $765K 0.02% +2,088 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 17,187 $751K <0.01% +657 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 16,943 $740K 0.06% -1,314 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 16,526 $722K <0.01% +8,495 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 16,114 $704K 0.02% -1,100 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 15,798 $690K 0.19% new 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 15,650 $684K 0.07% +9,701 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 15,453 $675K 0.07% -12,253 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 15,300 $669K 0.07% 0 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 15,213 $665K 0.01% -26,717 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 15,000 $656K <0.01% -47,000 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 14,736 $644K 0.01% +694 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 14,385 $629K 0.06% +4,460 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 14,377 $628K 0.02% new 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 14,335 $627K 0.24% +4,705 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 14,321 $626K 0.13% -12,216 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 14,304 $625K <0.01% -41,570 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 14,081 $615K 0.03% +206 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 14,000 $612K <0.01% 0 13F-HR Timeline Group Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 13,970 $610K 0.09% -1,646 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 13,793 $603K 1.17% +43 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 13,603 $594K 0.01% +4,375 13F-HR Timeline Group Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 13,559 $593K 0.21% +3,289 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 13,111 $573K 0.16% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 13,105 $573K 0.02% +1,545 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 13,012 $569K 0.11% -50 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 12,956 $566K 0.01% -1,272 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 12,951 $566K 0.01% +1,905 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 12,914 $564K +5,257 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 12,878 $563K <0.01% -231 13F-HR Timeline Group Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 12,862 $562K 0.14% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 12,859 $562K 0.01% -4,186 13F-HR Timeline Group Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 12,800 $559K 0.04% +800 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 12,767 $558K 0.45% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 12,535 $548K <0.01% -327 13F-HR Timeline Group CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 12,500 $546K 0.7% new 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 12,500 $546K 0.21% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 12,406 $542K 0.13% +2,682 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 12,349 $540K 0.04% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 12,215 $534K 0.02% +1,645 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 12,054 $527K 0.09% +5,293 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 12,000 $524K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 11,934 $522K <0.01% -5,500 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 11,722 $512K 0.01% -1,775 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 11,719 $512K 0.13% +834 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 11,674 $510K <0.01% +6,900 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 11,388 $498K 0.02% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,335 $495K 0.02% +32 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 11,299 $494K 0.22% -22,872 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 11,163 $488K 0.19% -778 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 13,526 $478K 0.17% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 10,922 $477K 0.09% +747 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 10,741 $469K 0.01% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 10,621 $464K 0.04% -229 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 10,512 $459K 0.06% -108 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 10,485 $458K 0.02% +225 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 10,445 $456K 0.02% -5 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 10,438 $456K 0.04% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 10,406 $455K <0.01% -149 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 10,326 $451K 0.01% +2,643 13F-HR Timeline Group K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 10,158 $444K 0.06% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 10,124 $442K 0.04% +578 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 10,100 $441K 0.02% 0 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 10,068 $440K 0.03% +190 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 10,054 $439K <0.01% +217 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 9,500 $415K 0.03% +1,700 13F-HR Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 9,432 $412K 0.03% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 9,294 $406K 0.01% -2,889 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 9,200 $402K 0.14% -4,500 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,147 $400K 0.01% -6,040 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 9,068 $396K <0.01% 0 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 8,976 $392K <0.01% new 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 8,709 $381K <0.01% -1,599 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 8,559 $374K <0.01% new 13F-HR Timeline Group SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 8,501 $371K 0.19% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,350 $365K <0.01% -8,084 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 8,347 $365K 0.09% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 7,460 $361K 0.06% new 13F-HR Timeline Lane Generational LLC More: the full row for Lane Generational LLC 8,266 $361K 0.32% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 8,184 $358K 0.01% +1,034 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,102 $354K <0.01% -12 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,089 $353K 0.01% +2,423 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 8,000 $350K 0.04% 0 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 7,967 $348K 0.04% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,939 $347K <0.01% -3,640 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 7,815 $342K 0.09% -487 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 7,719 $337K 0.07% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 7,700 $336K 0.03% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 7,667 $335K 0.01% +234 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 7,600 $332K 0.05% -697 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 7,550 $330K 0.06% -500 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 7,526 $329K 0.03% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 7,509 $328K 0.07% +335 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,453 $326K <0.01% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 7,434 $325K <0.01% -143 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,415 $324K 0.01% -5,829 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 7,344 $321K 0.06% +69 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 7,125 $311K 0.01% +1,184 13F-HR/A Timeline NWAM LLC More: the full row for NWAM LLC 6,994 $306K 0.02% +1,050 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 6,874 $300K 0.01% new 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 6,820 $298K 0.08% -135 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,745 $295K <0.01% -202 13F-HR Timeline Group Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 6,703 $293K 0.13% -150 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 6,541 $286K 0.09% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6,420 $281K 0.03% +1,367 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 6,329 $277K 0.03% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,310 $276K <0.01% -32,981 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 6,250 $273K 0.01% +112 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 6,216 $272K 0.01% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 6,177 $270K 0.02% -530 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,132 $268K <0.01% 0 13F-HR Timeline Group Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 6,092 $266K 0.07% +172 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 6,092 $266K 0.01% new 13F-HR Timeline Group MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 6,090 $266K 0.05% new 13F-HR Timeline GAINLINE FINANCIAL PARTNERS, LLC More: the full row for GAINLINE FINANCIAL PARTNERS, LLC 6,023 $263K 0.25% 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,000 $262K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,971 $261K <0.01% +821 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 5,927 $259K 0.08% +1,220 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,921 $259K 0.01% +929 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,716 $250K 0.01% +30 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 5,695 $249K 0.02% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,656 $249K 0.06% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 5,658 $247K 0.05% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 5,609 $245K 0.04% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,567 $243K 0.02% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 5,540 $242K 0.03% +90 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 5,512 $241K 0.05% +590 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,457 $238K <0.01% +48 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 5,428 $237K 0.03% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,401 $236K <0.01% -110 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 5,400 $236K 0.07% +186 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,366 $235K 0.02% +409 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,347 $234K <0.01% -782 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,300 $232K 0.02% new 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 5,266 $230K 0.09% -49 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 5,222 $228K 0.1% new 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 5,177 $225K <0.01% -282 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 5,132 $224K 0.18% +38 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,119 $224K 0.01% -371 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 5,038 $220K 0.05% -1,076 13F-HR Timeline Mint Tower Capital Management B.V. More: the full row for Mint Tower Capital Management B.V. 5,000 $219K 0.03% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,000 $218K <0.01% -5,000 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4,951 $216K 0.09% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,881 $213K 0.03% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4,870 $213K 0.04% +232 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,814 $210K 0.01% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 4,811 $210K 0.07% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,780 $209K 0.01% -995 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 4,687 $205K 0.01% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,643 $203K <0.01% new 13F-HR/A Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 4,608 $201K 0.06% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 4,704 $196K 0.09% +755 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,395 $192K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,183 $183K 0.01% -1,043 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 4,159 $182K 0.04% -156 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,139 $181K 0.02% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,887 $170K 0.01% +636 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,877 $169K <0.01% +1,842 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 3,700 $162K 0.03% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 3,574 $156K 0.12% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,566 $156K <0.01% -59 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 3,452 $151K 0.09% 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,309 $145K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 144,818 $145K 0.02% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,221 $142K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 3,200 $140K 0.03% -300 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,063 $134K 0.01% +170 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 3,000 $131K 0.06% +1,400 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,847 $124K 0.01% 0 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 2,713 $119K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,632 $115K <0.01% +1,632 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 2,500 $109K 0.15% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 2,473 $108K 0.06% +142 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,426 $106K <0.01% -1,339 13F-HR Timeline Group Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 2,387 $104K 0.02% -4,100 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,370 $104K <0.01% +620 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,301 $101K <0.01% +2,055 13F-HR Timeline