Concentrum Wealth Management More: the full row for Concentrum Wealth Management 4,976 $406K 0.14% +3 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 4,891 $399K 0.4% 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,889 $399K 0.03% -495,077 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 4,838 $395K 0.36% -357 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 4,800 $392K <0.01% -1,200 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 4,800 $392K 0.19% 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 4,732 $391K 0.03% +174 13F-HR/A Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 4,723 $385K 0.32% 0 13F-HR Timeline JUPITER ASSET MANAGEMENT LTD in group JUPITER ASSET MANAGEMENT LTD More: the full row for JUPITER ASSET MANAGEMENT LTD 4,654 $380K <0.01% new 13F-HR Timeline Group Menard Financial Group LLC More: the full row for Menard Financial Group LLC 4,651 $380K 0.23% +320 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 4,637 $378K <0.01% -334,499 13F-HR/A Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 4,633 $378K <0.01% +14 13F-HR Timeline Group Lansing Street Advisors More: the full row for Lansing Street Advisors 4,610 $376K 0.13% +10 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,577 $374K 0.05% +1,216 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 4,553 $372K <0.01% -5,888 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 4,501 $366K 0.02% new 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 4,470 $365K 0.01% new 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,337 $354K 0.03% -109 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 4,300 $351K 0.01% +254 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,240 $346K 0.02% new 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 4,229 $345K 0.11% -1,358 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,221 $345K 0.01% new 13F-HR/A Timeline Group ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 4,221 $344K 0.01% -5,620 13F-HR/A Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 4,160 $339K 0.19% -260 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,155 $339K 0.11% +1,535 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,073 $333K 0.21% -696 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 4,058 $331K 0.1% -3,770 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,040 $330K <0.01% +168 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,000 $326K 0.05% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,983 $325K 0.01% -500 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 3,979 $325K 0.03% -41 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,917 $320K 0.02% new 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 3,881 $317K 0.01% +849 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 3,866 $315K 0.03% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,946 $315K 0.01% new 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,839 $313K 0.12% -65 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,811 $311K 0.09% 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,724 $308K <0.01% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,456 $301K 0.14% +14 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 3,634 $297K 0.14% -180 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,614 $295K <0.01% +3,304 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,549 $290K 0.01% +106 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 3,544 $289K 0.1% -325 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,534 $288K 0.04% -420 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,533 $288K 0.01% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,516 $287K 0.01% new 13F-HR/A Timeline COMERICA BANK More: the full row for COMERICA BANK 3,502 $286K <0.01% +547 13F-HR/A Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 3,500 $286K 0.09% -1,962 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,495 $285K <0.01% +512 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 3,491 $285K 0.01% new 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,393 $277K 0.12% -5,091 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 3,377 $276K <0.01% -440 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,363 $274K 0.01% +278 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,341 $273K <0.01% -72,573 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 3,339 $272K 0.06% -42 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,992 $269K <0.01% -1,383 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 3,298 $269K <0.01% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,286 $268K <0.01% new 13F-HR/A Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,350 $266K 0.01% +371 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,104 $253K 0.01% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,096 $253K <0.01% -247 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,074 $251K 0.17% new 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3,070 $251K <0.01% -190 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,018 $246K 0.36% 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 3,000 $245K 0.02% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,957 $241K 0.01% -412 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,935 $240K 0.01% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,931 $239K 0.08% new 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,928 $239K 0.2% 13F-HR/A Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,854 $233K 0.01% -444 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,846 $232K <0.01% -439 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,735 $223K <0.01% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,716 $222K 0.07% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,686 $219K 0.02% -910 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,683 $219K <0.01% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,678 $218K 0.04% new 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,595 $212K 0.05% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,544 $208K 0.01% -88,928 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,499 $204K 0.01% +1,736 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,914 $203K 0.01% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,500 $201K 0.03% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,150 $178K 0.02% -254 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,017 $165K 0.01% -84 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,943 $159K 0.02% +64 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,908 $156K 0.01% +281 13F-HR Timeline Group Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 1,833 $150K <0.01% -130 13F-HR Timeline Group GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 1,815 $148K <0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,789 $146K 0.01% +110 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,778 $145K <0.01% +744 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,755 $143K <0.01% -54 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,711 $140K <0.01% -124 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,595 $130K <0.01% +437 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,523 $124K <0.01% +18 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,509 $123K 0.03% +523 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,500 $122K <0.01% new 13F-HR/A Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,490 $122K 0.15% 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 1,450 $118K 0.04% 0 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 1,427 $116K 0.03% 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,366 $111K <0.01% +235 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,307 $107K 0.04% +112 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,247 $102K 0.1% 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,181 $96.4K <0.01% -129 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,162 $94.8K 0.05% -10 13F-HR/A Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 972 $79.3K 0.05% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 910 $74.3K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 884 $72.1K <0.01% -4,221 13F-HR/A Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 859 $70.1K 0.03% +696 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 770 $62.8K 0.01% +164 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 768 $62.7K 0.02% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 758 $61.9K <0.01% -141 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 753 $61.5K <0.01% +38 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 751 $61.3K 0.02% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 750 $61.2K 0.02% -203 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 750 $59.9K <0.01% -199 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 685 $55.9K <0.01% +4 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 683 $54.1K <0.01% +92 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 600 $49.5K <0.01% new 13F-HR Timeline Group MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 600 $49K 0.04% +500 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 600 $49K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 587 $47.9K +297 Timeline Quarry LP More: the full row for Quarry LP 530 $43.3K 0.01% -1,352 13F-HR Timeline CAZ INVESTMENTS LP in group CAZ INVESTMENTS LP More: the full row for CAZ INVESTMENTS LP 500 $41K 0.06% -500 13F-HR Timeline Group Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 500 $40.8K 0.03% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 484 $39.5K <0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 476 $38.8K 0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 459 $37.5K 0.01% +121 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 425 $34.7K 0.02% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 423 $34.5K 0.01% -114 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 400 $32.6K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 393 $32.1K <0.01% +51 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 379 $30.9K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 378 $30.8K <0.01% -148 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 362 $30K <0.01% 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 356 $29.1K <0.01% +265 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 355 $29K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 351 $28.6K <0.01% +258 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 339 $27.7K <0.01% +190 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 313 $25.5K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 302 $24.6K <0.01% -47 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 300 $24.5K <0.01% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 298 $24.3K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 290 $23.7K 0.01% +197 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 261 $21.3K 0.01% +1 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 260 $21.2K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 243 $19.8K <0.01% -157 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 240 $19.6K 0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 238 $19.4K 0.01% +9 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 236 $19.3K <0.01% new 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 225 $18.4K 0.01% -31 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 225 $18.4K 0.01% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 211 $17.2K <0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 204 $17K <0.01% -7 13F-HR Timeline Group Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 206 $16.8K <0.01% -4 13F-HR/A Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 204 $16.6K <0.01% +37 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 201 $16.4K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 200 $16.3K 0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 198 $16.2K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 196 $16K <0.01% -7 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 190 $15.5K <0.01% +4 13F-HR Timeline CNB Bank More: the full row for CNB Bank 187 $15.3K 0.01% -49 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 169 $13.8K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 139 $11.3K <0.01% +92 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 139 $11.3K <0.01% +39 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 128 $10.4K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 127 $10.4K <0.01% +113 13F-HR Timeline Group Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 125 $10.2K 0.01% 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 120 $9.79K 0.01% 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 120 $9.79K 0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 117 $9.55K <0.01% +37 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 122 $9K <0.01% +51 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 108 $8.81K 0.01% +47 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 106 $8.65K 0.01% 13F-HR Timeline City State Bank More: the full row for City State Bank 105 $8.57K <0.01% 0 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 100 $8.16K 0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 100 $8.16K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 100 $8.16K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 100 $8K <0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 96 $7.83K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 92 $7.51K <0.01% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 112 $7.41K <0.01% 13F-HR/A Timeline Hilltop National Bank More: the full row for Hilltop National Bank 90 $7.34K <0.01% -100 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 85 $6.94K <0.01% -50 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 82 $6.72K <0.01% -67 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 80 $6.53K <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 79 $6.45K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 75 $6.12K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 75 $6.12K <0.01% 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 73 $5.96K <0.01% 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 72 $5.88K <0.01% +19 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 71 $5.79K 0.01% 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 70 $5.71K <0.01% -56,923 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 68 $5.55K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 68 $5.55K <0.01% +2 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 65 $5.3K <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 64 $5.22K <0.01% -10 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 63 $5K <0.01% 0 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 60 $4.9K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 59 $4.82K <0.01% +13 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 58 $4.73K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 57 $4.65K <0.01% 0 13F-HR Timeline