JT Stratford LLC More: the full row for JT Stratford LLC 40,776 $3.78M 0.57% +2,334 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 39,706 $3.68M 0.25% +2,457 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 39,499 $3.66M 1.44% +934 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 39,259 $3.64M 0.89% +1,199 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 39,251 $3.64M 0.05% +61 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 39,229 $3.63M 0.52% -6,464 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 38,922 $3.6M 0.01% -10,030 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 38,140 $3.53M 0.17% +2,543 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 37,857 $3.51M 0.78% -292 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 37,773 $3.5M 0.02% -106 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 37,769 $3.5M 0.02% +16,403 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 37,650 $3.47M 1.24% +2,280 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 37,079 $3.43M 1.9% +299 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 37,078 $3.43M 0.07% +2,428 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 36,831 $3.41M 0.08% +5,789 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 36,724 $3.4M 0.1% +194 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 35,911 $3.33M 0.19% +7,729 13F-HR/A Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 35,570 $3.29M 1.64% +365 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 35,172 $3.26M 0.26% +196 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 35,122 $3.25M 0.99% -31,224 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 34,529 $3.2M 0.17% -11,709 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 34,324 $3.18M 0.86% +12,273 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 34,273 $3.17M 0.33% +1,383 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 34,188 $3.17M 0.13% +15,819 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 34,020 $3.15M <0.01% +775 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 33,954 $3.14M 0.07% -33,760 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 33,721 $3.12M 0.15% +510 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 33,715 $3.12M 0.82% -18,479 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 33,567 $3.11M 0.63% +6,550 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 33,150 $3.07M 1.04% +1,466 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 33,149 $3.07M 0.01% -273 13F-HR Timeline Group Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 32,156 $2.97M 0.38% -2,459 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 31,088 $2.88M 0.45% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 30,939 $2.87M 0.2% -5,086 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 30,649 $2.84M <0.01% -834 13F-HR/A Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 29,774 $2.76M 0.18% +12,330 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 29,540 $2.74M 0.02% +10,482 13F-HR/A Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 29,357 $2.72M 0.07% +2,433 13F-HR/A Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 29,140 $2.7M 0.57% +19,958 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 28,922 $2.68M 2.69% +997 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 28,405 $2.63M 1.25% +41 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 28,370 $2.63M 0.96% +1,299 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 28,164 $2.61M 1.2% +16,401 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 27,872 $2.58M 0.18% -1,096 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 27,814 $2.58M 0.47% +2,766 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 27,690 $2.56M 0.24% -11,042 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 27,658 $2.56M 0.74% +923 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 27,424 $2.53M 0.96% +1,467 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 27,274 $2.53M 2.39% +15,465 13F-HR Timeline Group CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 26,235 $2.43M 0.4% -439 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 25,817 $2.39M 0.25% +2,601 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 25,555 $2.37M 1.48% +2,360 13F-HR Timeline Daiichi Life Insurance Co., Ltd. group of 2 filers holding More: the full row for Daiichi Life Insurance Co., Ltd. 25,551 $2.35M -74,128 Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 25,406 $2.35M 1.58% +2,619 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 25,095 $2.32M 0.18% +1,313 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 25,077 $2.32M new Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 24,772 $2.29M 0.3% +2,725 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 24,552 $2.27M 0.16% +2,593 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 24,360 $2.25M 0.02% +23,726 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 24,223 $2.24M 0.03% -425 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 23,821 $2.21M 0.31% +880 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 23,661 $2.19M 1.7% 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 23,370 $2.16M 0.01% +160 13F-HR Timeline Group GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 23,149 $2.15M 0.61% +739 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 23,114 $2.14M 0.14% +6,913 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 22,972 $2.13M 0.39% -409 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 22,819 $2.11M 0.06% +651 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 22,577 $2.1M 0.57% +2,520 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 22,589 $2.09M 0.16% +696 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 22,554 $2.09M 0.07% +1,741 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 22,466 $2.08M 0.08% -204 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 22,041 $2.04M 0.38% +12,777 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 22,001 $2.04M 1.57% -232 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 21,980 $2.03M 0.68% +1,606 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 21,780 $2.02M 0.03% -925 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 21,250 $1.97M 0.03% +2,996 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 20,556 $1.9M 0.92% +3,544 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 20,176 $1.87M 0.04% -15,481 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 20,109 $1.86M 0.09% -85 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 19,766 $1.83M 0.01% -37,019 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 19,555 $1.81M 1.24% -654 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 19,545 $1.81M 0.03% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 19,528 $1.81M 0.29% +833 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 19,097 $1.77M 0.08% +1,198 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 18,925 $1.75M +4,934 Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 18,804 $1.74M 1.34% new 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 18,742 $1.74M 1.05% +842 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 18,706 $1.73M 0.22% -202,719 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 18,645 $1.73M 0.47% +7,538 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 18,538 $1.72M 1.62% +830 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 18,256 $1.72M 0.82% 0 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 18,553 $1.72M 0.77% +1,105 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 17,977 $1.63M 0.09% -69 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 17,286 $1.6M 0.11% -3 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 16,958 $1.57M 0.75% -146 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 16,922 $1.57M 0.45% +2,102 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 16,913 $1.57M 0.18% +510 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 16,900 $1.57M 0.13% +228 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 16,737 $1.55M 0.23% +31 13F-HR Timeline EQ LLC More: the full row for EQ LLC 16,679 $1.54M 0.6% -28,845 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 16,664 $1.54M 0.85% +504 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 16,662 $1.54M 0.61% +2,166 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 16,550 $1.53M <0.01% -55,132 13F-HR/A Timeline Group Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 16,452 $1.52M 1.1% -8,103 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 16,247 $1.5M 0.03% -1,953 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 16,219 $1.5M 0.01% +6,499 13F-HR Timeline Group Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 16,134 $1.5M 0.75% +408 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 16,054 $1.49M <0.01% -2,187 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 15,992 $1.48M 0.15% +164 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 15,990 $1.48M 0.11% -1,045 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 15,857 $1.47M 0.02% +207 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 15,518 $1.44M 0.81% -6,751 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 15,458 $1.43M 0.04% +2,370 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 15,434 $1.43M 0.2% -693 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 15,390 $1.43M 0.31% +1,173 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 15,335 $1.42M 0.1% +582 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 15,268 $1.41M 0.38% -8,974 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 15,237 $1.41M 1.24% -608 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 15,153 $1.4M 0.1% +1,794 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 14,871 $1.38M 0.17% -1,782 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 14,531 $1.35M 0.05% +260 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 14,300 $1.32M 0.63% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 14,252 $1.32M 0.24% +1,094 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 14,223 $1.32M 0.16% +964 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 14,221 $1.32M 1.04% 13F-HR/A Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 14,106 $1.31M 0.25% -743 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 14,055 $1.3M 0.29% +16 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 14,041 $1.3M 0.72% +26 13F-HR Timeline CROBAN More: the full row for CROBAN 13,958 $1.29M 1.1% +1,477 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 13,900 $1.29M 0.03% -6,548 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 13,820 $1.28M 0.03% +3,376 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 13,787 $1.28M 0.09% -1,133 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 13,780 $1.28M 0.43% +659 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 13,766 $1.27M 0.24% +1,737 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 13,741 $1.27M 0.16% new 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 13,674 $1.26M 0.17% +1,190 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 13,552 $1.26M 0.62% +829 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 13,529 $1.25M 0.03% -20,879 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 13,379 $1.24M 0.1% +2,562 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 13,156 $1.22M 0.31% +2,817 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 13,352 $1.21M 0.04% 0 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 12,826 $1.19M 0.73% +2,409 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 12,776 $1.18M 0.22% +210 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 12,736 $1.18M 0.02% -4,333 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 12,713 $1.18M 1.25% +8 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,699 $1.18M 0.02% +3,973 13F-HR Timeline Group OxenFree Capital LLC More: the full row for OxenFree Capital LLC 12,624 $1.17M 0.72% +1,815 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 12,548 $1.16M 0.24% +1,318 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 12,504 $1.16M 0.11% -7,269 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 12,501 $1.16M 0.01% -15,551 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 12,419 $1.15M 0.03% +3,714 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 12,337 $1.14M 0.02% -10,392 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 12,320 $1.14M 0.03% +727 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 12,306 $1.14M 0.45% +1,021 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 12,303 $1.14M 0.03% -17,416 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 12,244 $1.13M 0.16% +705 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 12,171 $1.13M 0.53% +297 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 12,106 $1.12M 0.73% +584 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 11,935 $1.11M 0.32% +2,617 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 11,810 $1.09M <0.01% -1,140 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 11,802 $1.09M 0.03% +3,213 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 11,757 $1.09M 0.02% -1,033 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 11,719 $1.08M 0.2% +589 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 11,641 $1.08M <0.01% -712 13F-HR Timeline Group LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 11,734 $1.08M 0.64% -34 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 11,594 $1.07M 0.17% +662 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 11,533 $1.07M 0.01% -1,611 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 11,231 $1.04M 0.07% -34,857 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 11,143 $1.03M 0.12% +698 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 11,046 $1.02M 0.07% -7,053 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 10,884 $1.01M 0.65% -15,931 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 10,740 $995K 0.11% +1,559 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 10,680 $989K 0.07% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 10,623 $984K 0.04% +773 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 10,584 $980K 0.15% +172 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 10,541 $976K 0.21% -237 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 10,501 $973K 0.17% +1,261 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 10,444 $967K 0.02% 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 10,373 $961K 0.06% -36 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 10,036 $929K 0.2% +1,614 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 9,985 $925K 0.57% 0 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 9,967 $923K 0.43% -42,793 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 9,917 $919K 0.03% +801 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 9,895 $917K 0.01% +114 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 9,870 $914K -937 Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 9,729 $901K 0.46% -1,972 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 9,720 $900K 0.03% -1,479 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 9,610 $899K 0.08% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 9,664 $895K 0.05% +768 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,519 $882K 0.12% +1,971 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 9,437 $875K 0.02% +342 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 9,337 $865K 0.15% +42 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,320 $863K 0.08% +482 13F-HR/A Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 9,420 $853K 0.48% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 9,117 $844K 0.06% +6,382 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 9,077 $841K 0.26% +505 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 9,037 $837K 0.13% -815 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 8,963 $836K 0.21% -40 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9,004 $834K 0.03% +92 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 9,000 $834K 0.4% 0 13F-HR Timeline