Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 7,733 $569K 0.06% +33 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,677 $565K 0.12% 0 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 7,650 $563K 0.38% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 7,637 $562K 0.06% +42 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 7,629 $562K 0.31% +270 13F-HR Timeline Bond & Devick Financial Network, Inc. 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Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 6,295 $464K 0.23% new 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 6,294 $463K 0.22% -43 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 6,286 $463K 0.31% -263 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 6,252 $460K 0.27% new 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 6,252 $460K 0.05% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6,226 $458K 0.05% -55 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,202 $457K 0.24% -985 13F-HR Timeline Tradewinds, LLC. 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More: the full row for Aurora Private Wealth, Inc. 5,810 $430K 0.31% -6,464 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 5,830 $429K 0.02% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5,827 $429K 0.03% +2,217 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 5,827 $429K 0.16% -1,343 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,822 $429K 0.05% -1,735 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 5,814 $428K 0.06% +228 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 5,802 $427K 0.3% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 5,796 $427K 0.42% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 5,792 $427K 0.12% -3,493 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 5,792 $427K 0.21% -45 13F-HR Timeline Blue Fin Capital, Inc. 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Co. 5,106 $376K 0.05% -756 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 5,100 $376K 0.01% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 5,097 $375K 0.03% -909 13F-HR Timeline Group RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 5,094 $375K 0.06% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 5,092 $375K 0.01% -4,391 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 5,092 $375K 0.1% -893 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 5,067 $373K 0.22% 0 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 5,065 $373K 0.14% +32 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 5,061 $373K 0.15% +25 13F-HR Timeline Sentinel Advisory Group, LLC More: the full row for Sentinel Advisory Group, LLC 5,060 $373K 0.18% 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 5,059 $373K 0.37% 0 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 5,051 $372K 0.04% new 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 5,043 $371K 0.2% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,042 $371K 0.07% new 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 5,033 $371K 0.03% -435 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,029 $370K 0.04% -492 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,020 $370K <0.01% -1,821 13F-HR Timeline Group Stegner Investment Associates Inc. 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More: the full row for Community Bank, N.A. 4,913 $362K 0.04% +1,031 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 4,905 $361K 0.21% 0 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 4,866 $358K 0.69% -876 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 4,846 $357K 0.38% new 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 4,840 $356K 0.27% 0 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 4,837 $356K 0.19% +540 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,820 $355K 0.03% +29 13F-HR Timeline WORLD EQUITY GROUP, INC. 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