Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 11,669 $820K 0.18% -2,140 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 11,610 $816K 0.49% 0 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 11,527 $810K 0.39% -413 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 11,402 $801K 0.02% +856 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 11,379 $800K 0.01% -664 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 11,270 $792K 0.09% -193 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 11,258 $791K 0.34% -790 13F-HR/A Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 11,247 $791K 0.12% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,208 $788K 0.02% -212 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 11,189 $786K 0.18% -896 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 11,065 $778K 0.14% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 11,029 $775K <0.01% new 13F-HR Timeline Group ARK Investment Management LLC in group ARK Investment Management LLC More: the full row for ARK Investment Management LLC 10,748 $755K 0.01% -72,184 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,714 $753K 0.05% -494 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,713 $753K 0.01% 0 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 10,029 $739K 0.06% -667 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 10,308 $725K 0.19% +853 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 10,300 $724K 0.01% -3,140 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 10,298 $724K 0.14% -300 13F-HR Timeline Group American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 10,147 $713K 0.1% -2,010 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 10,063 $707K 0.35% -122 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 9,953 $700K 0.07% -60 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 9,691 $681K 0.12% new 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 9,437 $663K 0.08% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 9,234 $649K <0.01% -4,216 13F-HR/A Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 9,012 $633K 0.04% -506 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 9,000 $633K 0.04% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 8,970 $631K 0.14% -512 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,964 $630K 0.02% -8,015 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 8,853 $629K 0.37% -281 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 8,792 $618K 0.04% +287 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 8,695 $611K 0.1% -562 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 8,615 $606K 0.08% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,600 $605K 0.02% -1,715 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 8,442 $600K 0.22% -785 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 8,469 $595K 0.16% -19 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 8,331 $586K 0.24% -2,068 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,238 $579K 0.02% +16 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,186 $575K 0.02% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,180 $575K <0.01% -927 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 8,146 $573K 0.01% -354 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 8,090 $569K 0.3% -70 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 8,029 $564K 0.04% +374 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,928 $557K 0.02% +33 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 7,751 $545K 0.04% +379 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 7,736 $544K 0.14% -1,329 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 7,722 $543K <0.01% new 13F-HR Timeline Group Vigilare Wealth Management More: the full row for Vigilare Wealth Management 7,500 $527K 0.2% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,470 $525K 0.01% -6,722 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 7,418 $521K 0.09% -8 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,373 $518K 0.01% -651 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 7,323 $515K 1.75% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,260 $510K 0.01% +609 13F-HR Timeline Group Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 7,246 $509K 0.08% -920 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 7,143 $502K <0.01% -747 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,065 $497K 0.04% -3,455 13F-HR/A Timeline Trust Co More: the full row for Trust Co 7,019 $493K 0.06% -325 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 7,009 $493K 0.31% +200 13F-HR/A Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,971 $490K 0.01% +26 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,968 $490K 0.01% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,949 $488K 0.01% +394 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 6,931 $487K 0.21% -91 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 6,909 $486K 0.04% new 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 6,881 $484K 0.07% +487 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 6,776 $476K 0.09% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 6,695 $471K 0.1% -106 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 6,683 $470K 0.07% -4,434 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,676 $469K 0.02% -220 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,661 $468K 0.01% -5,720 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,564 $461K 0.01% -15 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 6,459 $454K 0.03% +180 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 6,426 $452K 0.04% -260 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 6,397 $450K <0.01% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 6,374 $448K 0.12% +1,089 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,183 $438K 0.4% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 6,189 $435K 0.1% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 6,173 $434K 0.03% -4,792 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,132 $431K 0.04% +1,056 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 5,899 $425K 0.18% -1,930 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 6,018 $423K 0.01% -8,985 13F-HR Timeline Group Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 5,963 $419K 0.14% +2 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 5,882 $413K 0.15% -1,055 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,866 $412K 0.01% -10,549 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,837 $410K 0.01% -33 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. 5,800 $408K <0.01% 0 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 5,793 $407K <0.01% -388 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 5,787 $407K 0.28% -395 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5,755 $405K 0.07% -63 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 5,674 $399K 0.24% new 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,600 $394K 0.02% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,550 $390K 0.02% -227 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 5,472 $385K 0.04% 0 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 5,455 $383K 0.15% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,956 $383K 0.01% -828 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,367 $381K 0.04% -481 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,744 $380K 0.02% +72 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 5,329 $375K 0.17% -1,223 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 5,315 $374K 0.33% -200 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 5,210 $366K 0.05% -10 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 5,169 $363K 0.31% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 5,156 $362K 0.02% -57 13F-HR Timeline Group DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 5,089 $358K 0.1% -139 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 5,083 $357K 0.02% -2,661 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,060 $356K 0.01% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,046 $355K 0.05% -233 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 5,038 $354K 0.04% +495 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,031 $354K 0.01% new 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 5,011 $352K 0.27% -274 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,985 $350K 0.02% -603 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 4,969 $349K 0.29% +655 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,920 $346K 0.01% +300 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,845 $341K <0.01% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,841 $340K 0.03% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,826 $339K 0.02% +604 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 4,814 $338K 0.04% -1,484 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,778 $336K 0.01% -2,710 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,685 $329K <0.01% -1,625 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,677 $329K 0.01% -1,952 13F-HR Timeline Group AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 4,662 $328K 0.02% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,635 $326K 0.05% -595 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,631 $326K 0.04% -5,558 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,618 $325K 0.02% +187 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 4,593 $323K 0.14% -1,126 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 4,551 $320K 0.06% -165 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 4,530 $318K 0.07% +314 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 4,487 $315K 0.1% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 4,445 $312K 0.17% -125 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,401 $309K <0.01% +108 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 4,368 $307K 0.16% -704 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,338 $305K 0.02% -35 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,338 $305K 0.18% +22 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 4,325 $304K 0.11% -1,075 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,293 $302K 0.02% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,234 $298K 0.07% -850 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,232 $297K <0.01% +1,742 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,213 $296K <0.01% -69,988 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,202 $295K 0.01% -6,507 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 4,200 $295K 0.11% new 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 4,195 $295K <0.01% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,174 $293K <0.01% new 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 4,167 $293K 0.09% -6,277 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,159 $292K <0.01% -60 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,133 $290K <0.01% -2,505 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 4,097 $288K 0.04% -195 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 4,081 $287K 0.05% new 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 4,051 $285K 0.21% new 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,980 $285K 0.13% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 4,021 $283K <0.01% new 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 4,000 $281K 0.21% new 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,941 $277K 0.07% new 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 3,908 $275K 0.05% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,888 $273K 0.03% new 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 3,541 $271K 0.13% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 3,831 $269K 0.05% -931 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 3,809 $268K 0.06% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 3,806 $268K 0.14% new 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 3,765 $265K 0.14% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,755 $264K 0.05% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,745 $263K 0.09% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,743 $263K 0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,737 $263K 0.03% +3,437 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,691 $259K 0.04% new 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 3,644 $256K <0.01% -1,266 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,644 $256K <0.01% 0 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,589 $252K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,585 $252K 0.03% -70 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,580 $252K 0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,507 $247K <0.01% -117 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 3,505 $246K 0.04% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,470 $244K <0.01% new 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 3,451 $243K 0.19% new 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 3,409 $240K 0.21% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,402 $239K 0.01% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,402 $239K 0.03% new 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 3,372 $237K 0.28% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,370 $237K 0.01% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,349 $235K 0.03% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,328 $234K 0.04% new 13F-HR/A Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,275 $230K 0.14% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,272 $230K 0.03% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,235 $227K 0.01% -3,629 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 3,235 $227K 0.04% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,227 $227K 0.02% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,208 $226K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,137 $221K <0.01% +41 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 3,062 $215K 0.03% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 3,006 $211K 0.06% new 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 3,000 $211K 0.22% new 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 2,998 $211K 0.1% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,984 $210K 0.02% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,849 $210K 0.09% new 13F-HR Timeline CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 2,975 $209K 0.01% -12,966 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 2,951 $207K <0.01% new 13F-HR Timeline Group MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 2,940 $206K <0.01% new 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,919 $205K 0.01% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,908 $204K 0.02% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,885 $203K 0.04% new 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 2,885 $203K 0.04% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,876 $202K 0.05% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,840 $200K 0.01% 0 13F-HR Timeline