LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 43,469 $3.94M 0.64% +2,197 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 42,900 $3.88M 0.07% -29,700 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 42,702 $3.87M 0.01% +19,601 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 41,902 $3.8M 0.09% -1,529 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 42,170 $3.79M 0.17% +80 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 41,254 $3.74M 0.06% +53 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 40,806 $3.7M 0.01% -651 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 40,743 $3.69M <0.01% new 13F-HR Timeline Group Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 40,096 $3.63M 1.26% +1,662 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 39,190 $3.55M 0.05% +610 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 39,170 $3.55M 0.42% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 38,732 $3.51M 0.36% +3,499 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 38,613 $3.5M 0.18% +184 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 38,565 $3.49M 1.47% +710 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 38,442 $3.48M 0.62% +573 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 38,149 $3.46M 0.81% +10,221 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 38,060 $3.45M 0.91% +3,663 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 37,879 $3.43M 0.03% +666 13F-HR Timeline Group TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 37,770 $3.42M 0.03% +24,148 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 37,369 $3.39M 0.31% +2,708 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 37,249 $3.37M 0.26% +3,990 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 36,780 $3.33M 2% +410 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 36,530 $3.31M 0.1% +1,305 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 36,025 $3.26M 0.28% -270,591 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 35,554 $3.26M 0.01% 0 13F-HR/A Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 35,657 $3.23M 0.08% +12,247 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 35,597 $3.22M 0.15% +1,100 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 35,370 $3.2M 1.24% +3,014 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 35,205 $3.19M 1.83% +2,167 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 34,976 $3.17M 0.28% +13,354 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 34,650 $3.14M 0.1% -1,454 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 34,642 $3.14M 0.06% -479,656 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 34,615 $3.14M 0.42% -683 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 34,408 $3.12M 0.08% -3,121 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 33,959 $3.08M 0.09% +11,235 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 33,684 $3.05M 0.31% -2,042 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 33,422 $3.03M 0.01% -547 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 33,245 $3.01M <0.01% +837 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 33,211 $3.01M 0.16% +2,914 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 32,890 $2.98M 0.33% +7,981 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 32,109 $2.91M 0.08% +18,896 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 32,078 $2.91M 0.41% +1,330 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 31,483 $2.85M <0.01% -10,605 13F-HR Timeline Group COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 31,684 $2.85M 1.11% -701 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 31,427 $2.85M 0.04% +6,808 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 31,042 $2.81M 0.07% +5,681 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 29,760 $2.7M 1.84% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 29,719 $2.69M 0.04% +19,578 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 28,968 $2.62M 0.2% -920 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 28,593 $2.59M 0.09% new 13F-HR Timeline Group Mount Lucas Management LP More: the full row for Mount Lucas Management LP 28,364 $2.57M 1.21% -489 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 28,182 $2.55M 0.22% -35,987 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 28,052 $2.54M 0.02% -19,727 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 27,925 $2.53M 2.77% +2,070 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 27,071 $2.45M 0.98% +5,634 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 27,017 $2.45M 0.76% +6,087 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 26,924 $2.44M 0.08% +8,113 13F-HR/A Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 26,815 $2.43M 1.64% -17,482 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 26,735 $2.42M 0.77% +6,643 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 26,675 $2.42M 0.63% -5,093 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 26,674 $2.42M 0.4% -777 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 25,957 $2.35M 0.97% +1,768 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 25,048 $2.27M 0.46% +7,937 13F-HR Timeline Florin Court Capital LLP More: the full row for Florin Court Capital LLP 24,900 $2.26M 2.34% -12,200 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 24,890 $2.25M 0.03% +152 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 24,648 $2.23M 0.03% +6,434 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 24,555 $2.22M 1.85% +239 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 24,242 $2.2M 0.64% 0 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 23,782 $2.15M 0.18% +1,114 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 23,381 $2.12M 0.42% +810 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 23,216 $2.1M 0.23% +2,755 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 23,210 $2.1M 0.01% 0 13F-HR Timeline Group FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 23,195 $2.1M 1.43% +2,955 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 22,941 $2.08M 0.31% +6,625 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 22,787 $2.06M 1.5% +1,095 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 22,729 $2.06M 0.05% +17,668 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 22,705 $2.06M 0.03% +3,879 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 22,670 $2.05M 0.09% -14,114 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 22,269 $2.02M 1.56% -4,233 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 22,233 $2.01M 1.66% +910 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 22,168 $2.01M 0.07% 0 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 22,410 $2M 0.61% +464 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 22,051 $2M 0.5% new 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 22,047 $2M 0.28% +104 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 21,959 $1.99M 0.16% +6,944 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 21,893 $1.98M 0.16% +2,106 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 21,462 $1.94M 1.71% +5,165 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 21,366 $1.94M 0.01% +3,381 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 20,813 $1.89M 0.07% -29,423 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 20,448 $1.85M 0.05% -437 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 20,374 $1.85M 0.79% +724 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 20,209 $1.83M 1.35% +220 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 20,194 $1.83M 0.1% -452 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 20,057 $1.82M 0.58% +4,627 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 19,773 $1.79M 0.2% -664 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 19,545 $1.77M 0.03% +3,750 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 19,372 $1.75M 0.99% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 19,361 $1.75M <0.01% -12,685 13F-HR/A Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 19,058 $1.73M 0.02% +6,633 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 19,058 $1.73M 0.02% +6,633 13F-HR/A Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 18,695 $1.69M 0.32% +1,986 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 18,369 $1.66M 0.13% +8,872 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 18,288 $1.66M 0.56% +7,356 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 18,254 $1.65M 0.02% -77 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 18,241 $1.65M <0.01% -983 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 18,200 $1.65M 0.03% +808 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 18,099 $1.64M 0.12% +2,844 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 18,256 $1.64M 0.85% -50 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 17,900 $1.62M 1.05% +48 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 17,899 $1.62M 0.08% -3,139 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 17,708 $1.6M 1.69% +175 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 18,046 $1.6M 0.09% +30 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 17,448 $1.58M 0.77% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 17,444 $1.58M 0.1% -3,763 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 17,289 $1.57M 0.12% new 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 17,104 $1.55M 0.82% -35 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 17,069 $1.55M 0.02% -1,001 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 17,035 $1.54M 0.13% +340 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 17,012 $1.54M 0.79% 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 16,706 $1.51M 0.25% -32 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 16,672 $1.51M 0.14% -3,263 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 16,653 $1.51M 0.23% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 16,628 $1.51M 0.03% new 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 16,403 $1.49M 0.19% +235 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 16,201 $1.47M 0.15% +9,418 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 16,160 $1.46M 0.89% +4,222 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 16,127 $1.46M 0.21% -19 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 15,845 $1.44M 1.28% +430 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 15,828 $1.43M 0.16% -238 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 15,726 $1.42M 0.78% +3,018 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 15,650 $1.42M 0.03% +2,353 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 15,438 $1.4M 1.05% -2,085 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 15,177 $1.37M 0.58% +1,125 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 15,128 $1.37M 0.07% -552,156 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 15,033 $1.36M 0.16% -341 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 14,920 $1.35M 0.1% -456 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 14,849 $1.35M 0.24% -478 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 14,820 $1.34M 0.42% +444 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 14,797 $1.34M 0.98% +516 13F-HR Timeline US FINANCIAL ADVISORS, LLC More: the full row for US FINANCIAL ADVISORS, LLC 14,769 $1.34M 0.4% +138 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 14,753 $1.34M 0.1% -340 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 14,695 $1.33M 1.41% 0 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 14,496 $1.31M 0.56% +1,079 13F-HR/A Timeline Matisse Capital More: the full row for Matisse Capital 14,300 $1.3M 0.68% -4 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 14,271 $1.29M 0.06% +605 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 14,235 $1.29M 0.68% +9,162 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 14,221 $1.29M 1.18% +2,998 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 14,217 $1.29M 0.3% -2,213 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 14,039 $1.27M 0.24% +260 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 14,016 $1.27M 0.53% +796 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 14,015 $1.27M 0.76% +3,699 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 13,991 $1.27M -2,211 Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 13,513 $1.22M 0.01% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 13,359 $1.21M 0.1% +1,698 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 13,352 $1.21M 0.02% +5,241 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 13,352 $1.21M 0.04% +5,241 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 13,259 $1.2M 0.15% +2,786 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 13,158 $1.19M 0.24% +1,578 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 13,144 $1.19M 0.01% -1,101 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 13,121 $1.19M 0.45% +4,165 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 13,088 $1.19M 0.04% +4,604 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 12,950 $1.17M <0.01% +2,624 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 12,790 $1.16M 0.02% +3,666 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 12,723 $1.15M 0.65% +730 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 12,705 $1.15M 1.27% -122 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 12,644 $1.15M 0.16% +1,009 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 12,566 $1.14M 0.22% -65 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 12,484 $1.13M 0.17% -1,632 13F-HR Timeline CROBAN More: the full row for CROBAN 12,481 $1.13M 1.04% +990 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 12,353 $1.12M <0.01% +2,168 13F-HR Timeline Group INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 12,144 $1.1M 0.6% -1,121 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 12,031 $1.09M 0.15% -218 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 12,029 $1.09M 0.24% +3,997 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 11,874 $1.08M 0.58% +8,647 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 11,809 $1.07M 1% -423 13F-HR Timeline Group LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 11,768 $1.07M 0.72% -698 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 11,763 $1.07M 0.55% new 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 11,701 $1.06M 0.6% -93 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 11,593 $1.05M 0.03% -466 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 11,539 $1.05M 0.16% +3,293 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 11,522 $1.04M 0.87% +5,705 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 11,285 $1.02M 0.42% +250 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 11,230 $1.02M 0.25% +1,575 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 11,199 $1.01M 0.04% +318 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 11,130 $1.01M 0.21% +3,471 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 11,107 $1.01M 0.29% -4,510 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 10,932 $990K 0.17% +727 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 10,889 $986K 0.04% +14 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,817 $980K 0.09% +3,951 13F-HR/A Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 10,807 $979K -10,012 Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 10,778 $976K 0.24% -827 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 10,581 $959K 0.1% new 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 10,809 $949K 0.72% +1,179 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 10,445 $946K 0.12% +407 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 10,444 $946K 0.02% +5,222 13F-HR Timeline Group DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 10,417 $944K 0.63% +2,023 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 10,412 $943K 0.19% +1,545 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 10,409 $943K 0.07% new 13F-HR/A Timeline City State Bank More: the full row for City State Bank 10,395 $942K 0.31% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 10,339 $937K 0.28% +1,289 13F-HR Timeline