Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 7,125,424 $333M 1.87% +118,187 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 4,996,815 $234M +88,428 Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 4,512,375 $211M 16.13% +13,137 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 4,504,629 $211M 9.03% +4,412,669 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,339,915 $203M 1.99% +345,458 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,849,400 $180M 0.74% -139,854 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 3,315,971 $155M 40.39% -289,397 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,302,400 $155M 1.79% -115,862 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 3,098,598 $149M 44.26% 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,868,665 $134M 2.56% new 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 2,829,489 $132M 39.17% +44,132 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,668,454 $125M 0.88% +2,154,091 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 2,654,562 $124M 26.85% -70,838 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,426,090 $114M 20.59% +17,239 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,402,762 $112M 2.16% +359,768 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,257,178 $106M 0.61% -129,560 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,191,192 $104M 0.14% +148,311 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,144,139 $100M 12.34% +50,748 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,736,205 $83M 2.82% +36,552 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 1,765,060 $82.6M 12.93% +124,607 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,618,977 $76.9M 11.37% +68,416 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,608,993 $75.3M 19.84% 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 1,479,327 $69.2M 21.02% +69,240 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,443,392 $67.6M 2.94% +212,037 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,374,249 $64.3M 0.37% +25,195 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,343,300 $62.9M 0.41% -29,449 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 1,266,599 $60.3M 11.55% -12,440 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 1,278,823 $59.8M 16.69% 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 1,238,373 $58M 13.87% +30,714 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,212,136 $56.7M 0.08% +20,990 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,187,031 $55.6M 0.06% +272,400 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 1,166,386 $54.6M 17.41% -56,890 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 1,121,763 $53.7M 2.5% +2,465 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,135,364 $53.1M 0.06% +50,128 13F-HR Timeline Group Stadion Money Management, LLC More: the full row for Stadion Money Management, LLC 1,124,115 $52.6M 4.26% +278,701 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 1,101,841 $51.6M 31.12% +48,516 13F-HR Timeline Pandowealth. LLC More: the full row for Pandowealth. LLC 1,413,681 $51M 46.78% 13F-HR/A Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 1,078,128 $50.5M 6.95% -33,330 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,058,002 $49.5M 0.01% +130,379 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 995,153 $46.6M 1.72% +17,725 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 967,123 $45.9M 16.25% +102,352 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 965,963 $45.2M 15.54% +217,782 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 943,287 $44.1M 7.44% +24,729 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 934,455 $43.7M 0.23% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 921,164 $43.1M 2.3% +19,628 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 909,360 $42.6M 0.32% +10,105 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 904,268 $42.3M 12.94% +100,326 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 902,085 $42.2M 18.57% +12,653 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 900,862 $42.2M 0.06% -16,756 13F-HR/A Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 880,626 $41.2M 1.12% +40,014 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 860,943 $40.8M 20.93% +51,969 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 853,282 $39.9M 8.16% +15,640 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 842,788 $39.4M 6.1% +29,245 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 842,019 $39.4M 7.17% +30,078 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 825,028 $38.6M 0.31% -4,919 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 803,724 $37.6M 4.85% -9,864 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 789,709 $37M 1.12% -5,057 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 787,466 $36.9M 21.42% -5,648 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 777,232 $36.4M 11.54% +47,583 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 776,175 $36.3M 2.67% +317,633 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 746,918 $35M 4.74% 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 744,328 $34.8M 9.66% +16,349 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 696,055 $32.6M 0.02% +4,009 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 673,569 $31.5M 1.18% +17,657 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 673,548 $31.5M 8.24% +14,081 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 664,601 $31.1M 0.01% -54,581 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 664,396 $31.1M 0.12% +51,201 13F-HR Timeline Group Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 664,180 $31.1M 16.52% +982 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 656,918 $30.7M 13.04% +8,698 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 656,210 $30.7M 12.11% +36,723 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 650,317 $30.4M 3.5% +166,697 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 634,346 $29.7M 15.55% +10,812 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 631,628 $29.6M 6.11% -67 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 621,060 $29.1M 14.57% -4,859 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 604,692 $28.3M 0.05% -30,348 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 590,327 $27.6M 2.51% -31,288 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 589,984 $27.6M 24.03% +461 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 589,036 $27.6M 0.16% +40,509 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 584,735 $27.4M 0.04% +13,073 13F-HR Timeline Group Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 579,924 $27.1M 5.7% +40,625 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 573,877 $26.9M 7.17% +52,153 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 565,975 $26.5M 14.81% +7,014 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 563,934 $26.4M 4.02% +24,734 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 556,890 $26.1M <0.01% +46,425 13F-HR Timeline Group Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 554,421 $25.9M 10.42% +33,653 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 546,671 $25.6M 0.02% -35,281 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 536,348 $25.1M 2.82% +14,918 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 530,647 $24.8M 7.83% +9,440 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 517,511 $24.2M +40,823 Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 500,004 $23.4M 8.85% -10,889 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 470,728 $22M 1.24% +13,084 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 456,622 $21.9M 9.86% +44,548 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 456,826 $21.4M 0.03% +69,318 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 441,737 $20.7M 0.42% -36,714 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 434,205 $20.3M 6.19% -22,624 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 421,672 $19.7M 0.93% -17,218 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 412,358 $19.3M 0.05% +48,335 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 410,021 $19.2M 0.34% +10,522 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 402,195 $18.8M <0.01% +13,250 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 380,050 $17.8M 2.47% -3,273 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 375,251 $17.6M 10.63% +12,566 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 375,239 $17.6M 5.94% +15,966 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 368,042 $17.2M 1.51% +676 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 365,373 $17.1M 5.75% -10,969 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 344,672 $16.1M 0.93% -672 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 333,003 $15.6M 7.79% +17,710 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 331,586 $15.5M 2.11% +22,392 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 331,585 $15.5M 2.44% +3,378 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 327,846 $15.3M 4.02% -5,067 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 325,101 $15.2M 0.02% -17,399 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 324,115 $15.2M 8.74% -8,463 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 323,632 $15.1M 2.6% +65,157 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 311,454 $14.6M <0.01% -43,375 13F-HR Timeline Group Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 309,470 $14.5M 2.64% -3,386 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 301,588 $14.4M 1.36% -4,359 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 306,154 $14.3M 0.01% +270,231 13F-HR/A Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 302,277 $14.1M 0.27% -26,963 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 301,155 $14.1M 0.41% new 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 295,859 $13.8M 3.54% +18,799 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 291,940 $13.7M 11.77% +14,205 13F-HR/A Timeline Navigoe, LLC More: the full row for Navigoe, LLC 289,913 $13.6M 8.37% +7,760 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 286,305 $13.4M 0.03% -8,329 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 263,490 $12.3M 0.13% +40,977 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 259,153 $12.1M 0.03% -1,649 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 259,126 $12.1M 4.37% +25,187 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 258,304 $12.1M <0.01% +21,345 13F-HR Timeline Group Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 257,420 $12M 5.99% +8,495 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 250,239 $11.7M 3.55% +170 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 250,139 $11.7M 3.81% +22,413 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 249,891 $11.7M 0.1% +56,754 13F-HR Timeline Group First Financial Group Corp More: the full row for First Financial Group Corp 247,544 $11.6M 9.86% -7,645 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 246,170 $11.5M 12.36% -17,753 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 245,768 $11.5M 4.57% -24,656 13F-HR Timeline Group Syverson Strege & Co More: the full row for Syverson Strege & Co 245,507 $11.5M 2.72% -14,696 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 235,210 $11.2M 8.48% -10,466 13F-HR Timeline Platform Wealth Management, LLC More: the full row for Platform Wealth Management, LLC 228,026 $10.7M 2.84% 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 222,413 $10.4M 3.89% -18,605 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 221,821 $10.4M 0.74% -5,066 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 221,356 $10.4M 5.95% -5,259 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 218,064 $10.2M 4.03% +872 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 214,547 $10M 3.01% +2,775 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 213,065 $9.97M 0.37% +29,410 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 212,156 $9.93M 0.26% -2,770 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 208,351 $9.75M 0.22% +4,151 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 202,300 $9.63M 0.24% +545 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 203,514 $9.52M 5.72% -2,686 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 199,412 $9.33M 2.87% +24,321 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 193,922 $9.08M 3.26% +26,606 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 191,545 $8.96M 3.9% -3,506 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 188,225 $8.81M 1.51% +14,696 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 181,755 $8.51M 0.06% +2,991 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 181,075 $8.47M 0.04% +4,787 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 180,818 $8.46M 1.98% -2,734 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 180,816 $8.46M 7.04% 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 177,295 $8.3M 6.91% +27,712 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 175,613 $8.22M 2.89% +7,274 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 173,952 $8.14M 2.48% +84,059 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 170,536 $7.98M 0.87% +21,483 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 169,897 $7.95M 1.05% new 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 167,787 $7.85M +4,759 Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 166,854 $7.81M 0.17% -52,798 13F-HR Timeline Group Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 166,759 $7.8M 0.65% -1,059 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 165,919 $7.76M 0.13% -4,775 13F-HR/A Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 161,512 $7.56M 3.15% new 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 161,015 $7.54M 3.34% -12,118 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 160,762 $7.52M 7.41% 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 160,351 $7.5M 0.01% +13,846 13F-HR Timeline Group ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 159,956 $7.49M 2.06% -3,548 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. 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