CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 12,815 $1.11M 0.05% +866 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 12,387 $1.07M 0.07% +5,478 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 12,360 $1.07M 0.16% +2,669 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 12,284 $1.06M 0.12% -28 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 12,250 $1.06M 0.1% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 12,193 $1.05M 0.06% -84 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 12,100 $1.04M 0.01% new 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 11,933 $1.03M 0.64% -118 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 11,683 $1.01M 0.19% +14 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 11,629 $1M 0.04% -5,192 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 11,623 $1M <0.01% +2,389 13F-HR Timeline Group NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 11,610 $1M 0.53% 0 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 11,449 $988K 0.28% -1,047 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 11,270 $973K 0.1% 0 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 11,247 $971K 0.13% 0 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 11,226 $969K 0.39% -32 13F-HR/A Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 11,189 $966K 0.21% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 11,182 $965K 0.01% -197 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 11,065 $955K 0.16% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,713 $925K 0.01% 0 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 10,419 $899K <0.01% -8,256 13F-HR Timeline Group Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 10,411 $898K 0.21% +103 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 10,298 $889K 0.16% 0 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 10,221 $882K 0.01% new 13F-HR Timeline Group Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 10,132 $874K 0.18% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 9,948 $859K 0.32% +7,099 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,943 $858K 0.07% +7,145 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 9,737 $840K 0.66% -4,596 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 9,630 $831K 0.07% -323 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 9,469 $817K 0.4% -594 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 9,437 $814K 0.09% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,413 $812K 0.02% -1,989 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 9,014 $795K 0.07% -1,015 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 9,092 $785K 0.04% +80 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 9,090 $784K 0.3% +759 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,917 $770K 0.01% +737 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 8,809 $760K 0.03% -3,312 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,802 $760K 0.01% +1,429 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,687 $750K 0.02% +1,217 13F-HR/A Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 8,615 $743K 0.09% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 8,498 $733K 0.09% -1,649 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 8,472 $731K 0.4% -3,055 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,410 $726K 0.07% +2,278 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 8,364 $722K 0.14% +3,834 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 8,289 $720K 0.4% -564 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,224 $710K 0.02% -14 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,220 $709K 0.03% -380 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 8,189 $707K 0.12% -781 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,186 $706K 0.03% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,170 $705K 0.02% -794 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 8,167 $705K <0.01% +1,024 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 8,102 $699K 0.19% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,947 $686K 0.01% -3,261 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 7,885 $685K 0.22% -557 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 7,872 $679K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 5,557 $674K 0.23% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,775 $671K 0.02% +807 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 7,311 $631K 0.02% -8,241 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 7,229 $624K 0.08% +348 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 7,213 $623K 0.15% -523 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 7,175 $619K 0.09% -243 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,158 $618K 0.03% +414 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,162 $614K 0.05% +1,795 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 7,103 $613K <0.01% new 13F-HR Timeline Group Trust Co More: the full row for Trust Co 7,041 $608K 0.06% +22 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 7,010 $605K 0.01% +39 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 7,009 $605K 0.35% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,872 $593K 0.01% -388 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 6,776 $585K 0.1% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 6,719 $580K 0.05% +293 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,687 $577K 0.01% -262 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 6,683 $577K 0.07% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,671 $576K 0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,609 $570K 0.01% -52 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,587 $568K 0.01% +750 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,584 $568K 0.01% +20 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,183 $566K 0.47% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,415 $554K 0.02% -261 13F-HR Timeline Sassicaia Capital Advisers LLC More: the full row for Sassicaia Capital Advisers LLC 6,390 $551K 0.25% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,379 $551K 0.02% +513 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 6,375 $550K 0.04% -84 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 6,212 $536K 0.4% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 6,210 $536K 0.06% +738 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,196 $535K 0.01% +1,165 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 6,173 $533K 0.03% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 6,130 $529K 0.01% +112 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6,127 $529K 0.02% +1,044 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 6,987 $524K 0.2% +1,007 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 5,986 $517K 0.2% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 5,976 $516K 0.09% +1,425 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 5,903 $509K 0.15% -60 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,838 $504K 0.09% -857 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5,726 $494K 0.08% -29 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 5,689 $491K 0.12% -500 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 5,658 $488K <0.01% +2,014 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 5,659 $488K <0.01% -134 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,613 $484K 0.03% +63 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 5,516 $476K 0.16% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,496 $474K <0.01% +1,322 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 5,487 $474K <0.01% +3,067 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 5,484 $473K 0.08% -3,211 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 5,455 $471K 0.18% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 5,382 $464K 0.14% new 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 5,369 $463K 0.35% +200 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 5,304 $458K 0.05% +266 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 5,210 $450K 0.06% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 5,209 $450K 0.14% -673 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,198 $449K 0.06% +2,313 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,189 $448K 0.01% +987 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 5,184 $447K 0.04% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,101 $440K 0.08% -1,273 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 5,020 $433K 0.19% -1,911 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,975 $429K 0.05% -71 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 4,969 $429K 0.3% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,969 $429K <0.01% +1,832 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 4,943 $427K 0.04% +281 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 4,879 $421K 0.29% -132 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 4,874 $421K 0.05% +243 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,868 $420K <0.01% +467 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,841 $418K 0.04% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,828 $417K 0.01% -17 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,649 $415K 0.01% -307 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,777 $412K 0.01% +100 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 5,047 $412K 0.18% +1,506 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,769 $412K 0.02% -57 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 4,716 $407K 0.05% -98 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,664 $402K 0.02% +1,084 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,656 $402K 0.1% -433 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,638 $400K 0.01% -282 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,584 $396K 0.02% +1,357 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 4,543 $392K 0.13% +218 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 4,523 $390K 0.23% +155 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 4,516 $390K 0.16% -77 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,482 $387K 0.02% -136 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,479 $387K <0.01% -206 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 4,477 $386K 0.11% -10 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 4,433 $383K 0.08% new 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 4,433 $383K 0.08% new 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 4,392 $379K 0.2% -53 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,385 $378K 0.02% +47 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 4,356 $376K 0.24% +305 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,338 $374K 0.06% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,334 $374K 0.01% -444 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,293 $370K 0.03% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,278 $369K 0.02% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,272 $369K <0.01% new 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,272 $369K <0.01% +139 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,249 $367K 0.13% -1,080 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,234 $365K 0.07% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,203 $363K <0.01% -29 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,159 $359K <0.01% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,734 $355K 0.01% 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 4,081 $352K 0.06% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 4,042 $349K 0.05% -55 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 3,970 $343K <0.01% -51 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,957 $341K 0.01% +555 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,865 $334K 0.01% new 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 3,809 $329K 0.06% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 3,806 $328K 0.16% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,828 $325K 0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,753 $324K <0.01% +283 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,745 $323K 0.09% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,744 $323K 0.03% -3,321 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,701 $319K 0.04% +116 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 3,696 $319K 0.06% -212 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,684 $318K <0.01% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,665 $316K 0.02% -223 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 3,646 $315K 0.21% +195 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,644 $314K <0.01% 0 13F-HR Timeline Group Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 3,635 $314K 0.15% -130 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,632 $313K 0.01% -4,296 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 3,617 $312K 0.23% +208 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,611 $312K 0.05% -80 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 3,584 $309K 0.05% -247 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,559 $307K <0.01% -30 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,550 $306K 0.04% new 13F-HR/A Timeline Group NFSG Corp More: the full row for NFSG Corp 3,505 $302K 0.05% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,467 $299K 0.01% -276 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 3,454 $298K 0.05% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,387 $292K 0.03% -15 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 3,381 $292K 0.08% -786 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,370 $291K 0.01% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,349 $289K 0.03% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,348 $289K 0.08% new 13F-HR/A Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,304 $285K 0.05% -451 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,175 $283K 0.01% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,276 $283K 0.04% -52 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,272 $282K 0.03% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,250 $280K 0.02% +519 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,245 $280K 0.01% +10 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 3,238 $279K 0.12% new 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 3,235 $279K 0.09% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,222 $278K <0.01% +271 13F-HR Timeline Group SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 3,120 $269K 0.12% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,103 $268K <0.01% -404 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,064 $264K 0.01% -1,921 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 3,031 $262K 0.11% +33 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,020 $261K 0.04% -1,615 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 3,000 $259K 0.21% 0 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 2,976 $257K 0.01% new 13F-HR Timeline