Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 11,436 $880K 0.06% -1,746 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 11,315 $870K 0.01% +133 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 11,284 $869K <0.01% -2,470 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 11,282 $868K 0.33% +56 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 11,270 $867K 0.09% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 11,241 $865K 0.31% +1,293 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 10,985 $845K 0.01% +4,314 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,790 $830K 0.06% -2,047 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 10,752 $827K 0.11% -495 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,731 $825K 0.02% +2,561 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 10,719 $825K <0.01% +300 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,713 $824K 0.01% 0 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 10,507 $808K 0.09% -1,777 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,428 $802K 0.03% -23,213 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,404 $800K 0.03% +5,820 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 10,399 $800K 0.22% -1,050 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,392 $799K 0.03% -12,025 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 10,298 $792K 0.12% 0 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 10,159 $781K <0.01% new 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 10,150 $781K 0.04% -3,045 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,082 $776K 0.02% +3,703 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 9,913 $762K 0.08% 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,911 $762K 0.18% -500 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,836 $757K 0.02% +1,612 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,784 $753K 0.06% -159 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 9,725 $748K <0.01% +8,842 13F-HR Timeline Group White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 9,555 $735K 0.54% -182 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 9,437 $726K 0.08% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,422 $725K 0.02% +9 13F-HR Timeline Group HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 9,150 $704K 0.27% +60 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 8,289 $690K 0.39% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,917 $686K <0.01% 0 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 8,817 $678K 0.29% 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,707 $670K 0.01% -95 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,660 $666K 0.03% -432 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 8,647 $665K 0.22% new 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 8,615 $663K 0.08% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 8,610 $662K 0.04% -4,710 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 8,999 $657K <0.01% +832 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 8,533 $656K <0.01% +1,430 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,273 $636K <0.01% +3,304 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,264 $636K 0.02% +78 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 8,255 $635K 0.17% +153 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,219 $632K 0.01% +444 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,145 $627K 0.09% -5,163 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 8,107 $622K <0.01% -8,369 13F-HR Timeline Group INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 8,007 $616K 0.4% -465 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 7,996 $615K 0.05% -1,634 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 7,990 $615K 0.12% -374 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 7,905 $608K 0.22% +918 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,889 $607K 0.01% -58 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 8,717 $603K 0.07% -297 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,826 $602K 0.07% -363 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,216 $591K 0.05% +54 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 7,475 $575K <0.01% -36,876 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 7,308 $562K 0.03% new 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 7,175 $552K 0.09% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,150 $550K 0.04% +775 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,144 $550K 0.01% -1,543 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,137 $549K 0.01% +450 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,120 $548K 0.02% -38 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 6,991 $547K 0.16% -894 13F-HR Timeline Trust Co More: the full row for Trust Co 7,086 $545K 0.05% +45 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 7,052 $542K 0.07% 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 7,023 $540K 0.09% +247 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 6,954 $535K 0.31% -55 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 6,909 $531K 0.01% +2,175 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,860 $528K 0.01% -12 13F-HR Timeline Group American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 6,859 $528K 0.07% -1,639 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 6,790 $522K 0.05% +580 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 6,769 $521K 0.04% +50 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 6,736 $518K 0.01% +606 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,714 $516K 0.02% -1,506 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 6,683 $514K 0.07% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,652 $512K 0.01% +68 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 6,638 $511K 0.08% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,625 $510K 0.01% +1,436 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,539 $503K 0.02% +124 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6,525 $502K 0.02% +398 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,164 $495K 0.4% -19 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 6,292 $484K 0.12% -921 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,268 $482K 0.01% -319 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 6,173 $475K 0.03% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 6,163 $474K 0.12% 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 6,089 $468K 0.06% 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 6,083 $468K <0.01% +425 13F-HR Timeline Group Blue Capital, Inc. More: the full row for Blue Capital, Inc. 6,077 $467K 0.33% -135 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 5,986 $460K 0.16% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,859 $451K 0.01% -2,950 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,751 $442K 0.01% -445 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5,683 $437K 0.06% -43 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,362 $433K 0.01% +713 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,593 $430K <0.01% +725 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,559 $428K 0.01% -1,050 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,536 $426K 0.02% -77 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 5,476 $421K 0.07% -500 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,459 $420K <0.01% -200 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 5,385 $414K 0.12% -518 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 5,379 $414K 0.06% -105 13F-HR Timeline DLD Asset Management, LP More: the full row for DLD Asset Management, LP 5,378 $414K 0.04% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,325 $410K 0.07% -513 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 5,320 $409K 0.05% +16 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,277 $406K 0.01% +1,320 13F-HR/A Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 5,210 $401K 0.05% 0 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 5,202 $400K 0.23% 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 5,526 $400K 0.15% +479 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 5,136 $395K 0.11% -246 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5,101 $392K 0.08% +1,753 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,103 $392K 0.06% +2 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,045 $388K <0.01% +773 13F-HR Timeline Group LuminArx Capital Management LP More: the full row for LuminArx Capital Management LP 5,000 $385K 0.37% 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 4,908 $378K 0.12% -301 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 4,886 $376K 0.06% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,884 $376K <0.01% +56 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 $375K 0.04% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,851 $373K 0.01% +74 13F-HR Timeline Group Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,841 $372K 0.03% 0 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 4,778 $368K 0.24% -101 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,762 $366K 0.02% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,747 $365K 0.01% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,746 $365K 0.02% -23 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 4,737 $364K 0.04% +21 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 4,731 $364K 0.03% -212 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 4,664 $359K 0.15% -705 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,657 $358K 0.02% +272 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,593 $353K 0.09% -63 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,572 $352K 0.02% +90 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,550 $350K 0.02% -8,265 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 4,539 $349K 0.23% -430 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 4,520 $348K <0.01% +1,905 13F-HR/A Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 4,477 $344K 0.1% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,475 $344K 0.01% -163 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 4,462 $343K 0.12% -54 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,407 $343K <0.01% -2,603 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 4,433 $341K 0.07% 0 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 4,433 $341K 0.06% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,418 $340K 0.04% -557 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 4,380 $337K 0.17% -12 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,380 $337K <0.01% +177 13F-HR Timeline Group Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 4,351 $335K 0.19% -5 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 4,376 $334K 0.13% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,338 $334K 0.06% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,331 $333K <0.01% -1,165 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 4,257 $327K 0.19% -266 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,256 $327K 0.01% -78 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 4,250 $327K 0.22% 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,168 $321K <0.01% +415 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,159 $320K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,140 $318K 0.01% +275 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,106 $316K 0.01% +1,394 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 4,081 $314K 0.05% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,052 $312K 0.06% -182 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,852 $308K 0.01% +24 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 4,000 $308K 0.21% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,940 $303K 0.01% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,928 $302K 0.01% +683 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 3,912 $301K 0.21% +295 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 3,900 $300K 0.15% 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,849 $296K 0.02% -444 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,814 $293K 0.03% +264 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,809 $293K 0.01% +177 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,807 $293K <0.01% -465 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 3,787 $291K 0.06% -22 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,745 $288K 0.08% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,679 $283K 0.03% -22 13F-HR Timeline Forge Financial Services LLC More: the full row for Forge Financial Services LLC 3,665 $282K 0.12% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,664 $282K 0.02% -1 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 3,646 $280K 0.19% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,644 $280K <0.01% 0 13F-HR Timeline Group ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 3,611 $278K 0.05% -85 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,611 $278K 0.04% 0 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 3,584 $276K 0.04% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,562 $274K <0.01% +3 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,548 $273K <0.01% -136 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,505 $270K 0.04% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,497 $269K 0.03% -1,701 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,496 $269K 0.02% -14,774 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,478 $268K <0.01% -2,009 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,471 $267K 0.01% +101 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,457 $266K 0.02% -287 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 3,451 $265K <0.01% +851 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 3,425 $263K 0.04% -29 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,382 $260K <0.01% +603 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,381 $260K 0.04% +105 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 3,356 $258K 0.06% -25 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,349 $258K 0.03% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,273 $252K 0.01% -1,391 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 3,256 $250K 0.22% +936 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 3,249 $250K 0.13% -557 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,249 $250K 0.01% +330 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,248 $250K 0.08% -1,001 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 3,235 $249K 0.12% -400 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 3,087 $249K 0.19% new 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 $248K <0.01% 0 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,216 $247K 0.02% new 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,204 $246K 0.03% -68 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,154 $243K 0.04% -150 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 3,143 $242K 0.11% -10,869 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 3,136 $241K 0.2% 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 3,031 $238K 0.1% 0 13F-HR Timeline