FreeGulliver LLC More: the full row for FreeGulliver LLC 16,217 $693K 0.31% -543 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 16,100 $688K 0.16% 0 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 16,070 $687K 0.19% -50,872 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 16,002 $684K 0.11% -2,544 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 15,976 $683K 0.02% -450 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 15,758 $673K 0.02% +1,034 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 15,678 $670K 0.04% +10,289 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 15,347 $656K <0.01% +807 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 15,300 $654K 0.08% 0 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 14,841 $634K 0.19% -510 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 14,828 $634K 0.12% +404 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 14,792 $632K 0.02% new 13F-HR Timeline Group Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 14,405 $616K 0.04% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 14,228 $608K 0.01% +1,648 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 14,109 $604K 0.16% new 13F-HR Timeline Group San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 14,017 $599K 0.1% new 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 13,800 $590K 0.22% +1,000 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 13,590 $581K 0.04% +1,261 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 13,525 $578K 0.17% +1,552 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 13,508 $577K 0.01% -489 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 13,462 $575K 0.01% new 13F-HR Timeline Group Legacy PCG, LLC More: the full row for Legacy PCG, LLC 13,447 $575K 0.36% -29,274 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 13,371 $571K 1.02% -10 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 13,265 $567K 0.24% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 13,220 $565K 0.07% +4,124 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 13,137 $561K 0.13% -100 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 13,110 $560K 0.01% +4,073 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 13,072 $559K <0.01% 0 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 12,700 $543K 0.08% 0 13F-HR Timeline Group Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 12,500 $534K 0.23% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 12,484 $533K <0.01% +853 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 12,451 $532K 0.01% +6,512 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,363 $528K 0.01% +5,502 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 12,306 $526K <0.01% -307 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 12,274 $524K <0.01% +4,323 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 12,083 $516K 0.03% +7,457 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 12,000 $513K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 11,941 $510K 0.22% +1,249 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 11,388 $509K 0.03% new 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 11,611 $496K 0.35% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,926 $490K 0.01% +1,740 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 11,226 $480K 0.06% +255 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 11,146 $476K 0.01% +409 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 11,114 $475K 0.01% +299 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 11,105 $475K <0.01% -22,930 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 11,063 $473K 0.02% +3,673 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 10,438 $468K 0.05% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,829 $463K 0.02% +1,904 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 10,763 $460K 0.04% -795 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,624 $454K 0.02% +4,027 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 10,500 $449K 0.06% +3,100 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 10,335 $442K 0.03% +1,415 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 10,300 $440K 0.09% 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 10,257 $438K <0.01% +501 13F-HR Timeline Group REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 10,179 $435K 0.07% -769 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 10,100 $432K 0.02% +260 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,010 $428K 0.01% -2,976 13F-HR Timeline Group Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 8,563 $426K 0.11% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 9,872 $422K 0.05% -2,042 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 9,838 $420K 0.08% -172 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 9,612 $411K <0.01% -436 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 7,419 $408K 0.07% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 9,067 $406K 0.01% -3,173 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 9,434 $403K 0.07% new 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 9,432 $403K 0.03% +500 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 9,430 $403K <0.01% -13 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,285 $397K <0.01% -65 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 9,025 $386K 0.12% +262 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 8,960 $383K <0.01% +90 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,866 $379K <0.01% +661 13F-HR Timeline Group Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 8,565 $369K 0.01% -21,772 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 23,999 $364K 0.01% +1,079 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 8,377 $358K 0.11% -25,894 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 8,347 $357K 0.1% -1,000 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,332 $356K 0.02% new 13F-HR/A Timeline Lane Generational LLC More: the full row for Lane Generational LLC 8,266 $353K 0.32% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 6,360 $349K 0.02% +676 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 8,158 $349K 0.21% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 8,070 $345K 0.08% -3,070 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,031 $343K <0.01% +1,222 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 8,012 $342K 0.01% -9,744 13F-HR Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 8,000 $342K 0.04% +80 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 7,939 $339K 0.04% +3,445 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 7,830 $335K 0.07% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,676 $335K 0.01% -4,973 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,800 $333K 0.02% -1,723 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,905 $329K <0.01% 0 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,608 $325K 0.01% -2,586 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,602 $325K 0.01% -787 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 6,547 $324K 0.25% +1,700 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 7,580 $324K 0.1% +880 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7,577 $324K 0.01% +529 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,498 $320K <0.01% +904 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 7,445 $318K +2,917 Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,775 $317K 0.01% +1,000 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 7,071 $302K <0.01% new 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 6,700 $286K 0.13% new 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 6,650 $284K 0.08% +617 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 6,606 $282K 0.02% -124,373 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 6,514 $278K <0.01% -581 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 6,468 $276K 0.01% +505 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 6,360 $272K 0.06% 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 6,317 $270K 0.04% -2,206 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 6,113 $261K 0.06% -100 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,030 $258K 0.01% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,000 $256K <0.01% 0 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 5,948 $254K 0.1% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,857 $250K 0.01% new 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 6,405 $249K 0.03% +95 13F-HR/A Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 5,738 $245K <0.01% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 5,690 $243K 0.02% -100 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 5,676 $243K 0.01% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 4,516 $241K 0.05% +183 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,633 $241K <0.01% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,603 $239K 0.02% +1,250 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 5,592 $239K 0.04% 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 5,520 $236K 0.01% -44,966 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 5,516 $236K <0.01% -306,261 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,481 $234K 0.02% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 5,427 $232K 0.06% new 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 5,369 $229K 0.11% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 5,360 $229K 0.02% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,554 $227K 0.02% new 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 5,302 $227K <0.01% new 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 5,296 $226K 0.1% 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 5,281 $226K 0.02% +99 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,278 $226K 0.01% +964 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,277 $225K <0.01% new 13F-HR Timeline Group Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 5,073 $217K 0.21% -18,395 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 4,797 $215K 0.04% -1,703 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,027 $215K <0.01% +2,220 13F-HR Timeline Mint Tower Capital Management B.V. More: the full row for Mint Tower Capital Management B.V. 5,000 $214K 0.03% -2,500 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,000 $214K <0.01% -3,790 13F-HR Timeline Group Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 5,000 $214K <0.01% new 13F-HR Timeline Group Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 5,000 $214K 0.14% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,994 $213K 0.02% +24 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 4,955 $212K 0.09% -160 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 4,690 $210K 0.07% -365 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 4,889 $209K 0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,829 $206K 0.01% +9 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 4,778 $204K 0.06% -91 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 4,774 $204K <0.01% -1,609 13F-HR/A Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,711 $201K 0.01% -38,915 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 4,687 $200K 0.01% 0 13F-HR/A Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,506 $193K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4,433 $189K 0.1% -2,355 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 4,291 $183K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4,152 $177K 0.04% -177 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 4,000 $170K 0.05% +3,949 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,977 $170K <0.01% +879 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,972 $170K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,605 $154K 0.01% +2,055 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 3,574 $153K 0.12% -1 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,405 $145K 0.03% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,309 $141K 0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 3,296 $141K 0.03% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 3,234 $138K 0.1% -42 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,146 $135K 0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,100 $132K <0.01% +1,000 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,617 $112K 0.01% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,416 $103K <0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,342 $100K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,319 $99K <0.01% +1,157 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 2,150 $91.9K <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2,149 $91.8K 0.03% +1,699 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,082 $89K <0.01% +11 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,000 $85.5K <0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 2,000 $85.5K 0.01% 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,775 $75.8K 0.02% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,750 $74.8K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,301 $70.8K <0.01% +1,226 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,603 $68.5K <0.01% -300 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,568 $67K 0.02% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,558 $66.6K <0.01% -919 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,537 $65.7K <0.01% +860 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,500 $64.1K 0.06% 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,439 $61.5K 0.03% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,416 $60.5K 0.02% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,373 $58.7K <0.01% -560 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,295 $55.4K 0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 1,200 $51.3K 0.02% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,122 $47.9K <0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,029 $44K 0.03% 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 1,000 $43K <0.01% 0 13F-HR Timeline Group PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,000 $42.7K <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,000 $42.7K 0.01% new 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 976 $41.7K <0.01% +30 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 963 $41.1K <0.01% +328 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 903 $40.5K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 918 $39.2K 0.02% new 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 912 $39K <0.01% +579 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 865 $37K <0.01% 0 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 850 $36K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 794 $33.9K <0.01% -470 13F-HR Timeline Group Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 761 $32.5K 0.02% +110 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 750 $32K <0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 715 $30.6K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 712 $30.4K <0.01% +612 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 699 $29K 0.01% -130 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 650 $27.8K 0.01% 0 13F-HR Timeline