Garde Capital, Inc. More: the full row for Garde Capital, Inc. 10,242 $928K 0.05% new 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 10,231 $927K 0.27% +308 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 10,198 $924K <0.01% +588 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 9,985 $905K 0.58% -805 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 Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 9,852 $892K 0.15% -21,255 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 9,850 $892K 0.04% +842 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 9,781 $886K 0.01% -27 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 9,720 $879K 0.01% -177 13F-HR/A Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 9,643 $874K 0.22% +1,043 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 9,623 $872K 0.25% -183 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 9,600 $870K 0.75% -8,356 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 9,422 $854K 0.03% -106 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 9,420 $853K 0.48% -438 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 9,565 $849K 0.11% +1,967 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 9,295 $842K 0.17% +322 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 9,264 $839K 0.17% -442 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 9,240 $837K 0.17% +893 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 9,214 $835K <0.01% +256 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 9,182 $832K 0.23% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 9,181 $832K 0.1% +2,677 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 9,318 $830K 0.26% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 9,145 $829K 0.02% -1,336 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 9,116 $826K 0.03% +1,491 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 9,095 $822K 0.02% -2,656 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,023 $817K 0.03% -4,316 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 9,033 $816K 0.32% +4,523 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 9,000 $815K 0.4% 0 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 9,003 $815K 0.24% +1,084 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,940 $810K 0.01% -180 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 8,923 $808K 0.09% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 8,912 $807K 0.03% -2,786 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 8,896 $806K 0.05% +122 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 8,838 $801K 0.08% -941 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,726 $790K 0.02% +4,176 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 8,705 $789K 0.03% -618 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,589 $778K 0.02% +195 13F-HR Timeline Group FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 8,572 $777K 0.25% -661 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 8,516 $771K 0.02% +1,076 13F-HR Timeline Group 10Elms LLP More: the full row for 10Elms LLP 8,471 $767K 0.77% +842 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 8,448 $765K 0.09% -1,264 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 8,422 $761K 0.19% -943 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 8,305 $752K 0.02% 0 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 8,294 $751K 0.15% +4,629 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 8,238 $746K 0.49% +251 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 8,218 $745K 1.09% +8 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 8,207 $743K 0.06% -553 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 8,185 $741K 0.11% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 8,112 $735K 0.47% -232 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 8,017 $726K 0.35% -322 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 7,984 $723K 0.52% +366 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 7,838 $710K 0.05% -1,622 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 7,761 $703K 0.27% +1,294 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 7,747 $702K 0.3% -2,943 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,694 $697K 0.04% new 13F-HR/A Timeline Group Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 7,564 $685K 0.28% +381 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 7,548 $684K 0.1% +2,089 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 7,545 $684K 0.52% -602 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 7,518 $681K 0.41% +1,320 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,428 $673K 0.02% +552 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 7,385 $669K 0.01% +1,826 13F-HR/A Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 7,366 $667K 0.3% -3,048 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 7,338 $665K 0.43% +166 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 7,331 $664K 0.43% +417 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 7,317 $663K 0.36% -151 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 7,276 $659K 0.07% +1,170 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 7,267 $658K 0.09% -1,858 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,218 $654K 0.21% +114 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,205 $653K 0.06% +1,428 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 7,185 $651K 0.27% +2,429 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 7,164 $649K 0.03% -702 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 7,121 $645K 0.17% -167 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,085 $642K <0.01% +200 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 7,044 $638K <0.01% 0 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 7,008 $632K 0.43% -15 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,927 $628K 0.01% +2,251 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 6,927 $628K 0.2% -50 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,958 $627K 0.04% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 6,923 $627K 0.11% 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 6,868 $622K 0.41% -1,100 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,847 $620K 0.06% -481 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 6,808 $617K 0.13% new 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 6,798 $616K 0.17% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,679 $605K 0.03% -13,090 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,582 $596K 0.03% -34 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 6,464 $586K 0.06% +263 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 6,381 $577K 0.06% -2,005 13F-HR Timeline Group Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 6,291 $570K 0.26% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,272 $568K 0.05% -101 13F-HR/A Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 6,252 $566K 0.11% +1,802 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 6,170 $559K 0.1% +136 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 6,052 $548K 0.07% -144 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 6,042 $547K 0.15% +661 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 6,037 $547K 0.15% -2 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 6,038 $547K 0.02% -32 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 5,991 $543K 0.01% -32,300 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,251 $541K <0.01% -504 13F-HR Timeline Group ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 5,924 $537K 0.41% -10,187 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,922 $536K 0.01% +1,056 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 5,892 $534K 0.19% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,857 $531K 0.02% +369 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 5,728 $519K 0.47% -1,113 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 5,701 $516K 0.1% -55 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,670 $514K 0.01% +573 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,628 $510K 0.02% -917 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 5,690 $510K 0.22% +413 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 5,497 $498K 0.29% 0 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 5,472 $496K <0.01% +42 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 5,337 $483K 0.06% 0 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 5,318 $482K 0.12% -936 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 5,317 $482K 0.2% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 5,271 $478K 0.13% +8 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 5,188 $470K 0.19% -60,036 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 5,158 $467K 0.09% +15 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 5,116 $463K 0.02% -26,745 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 5,004 $453K -5,710 Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,991 $452K 0.05% +2,657 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 4,941 $448K <0.01% new 13F-HR/A Timeline Group Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 4,840 $438K 0.24% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,824 $437K 0.02% -3,566 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,755 $431K 0.03% +560 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,720 $428K 0.06% +1,021 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 4,710 $427K 0.24% +112 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,653 $421K 0.07% -392 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,645 $421K 0.07% -589 13F-HR/A Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 4,638 $420K 0.26% +1,768 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 4,626 $419K 0.07% -575 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 4,633 $419K 0.01% new 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 4,548 $412K 0.02% -1,896 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 4,518 $409K 0.23% -5 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 4,513 $409K 0.07% +111 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,487 $406K <0.01% new 13F-HR Timeline Group Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 4,485 $406K 0.14% +326 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 4,421 $400K 0.23% -23 13F-HR/A Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 4,388 $398K 0.11% -37 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,381 $397K 0.05% +1,710 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 4,369 $396K 0.14% +7 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,358 $395K 0.02% -1,082 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 4,355 $395K 0.19% +615 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 4,354 $394K 0.3% -8 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 4,306 $390K 0.13% +1,157 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 4,300 $390K 0.19% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,295 $389K 0.01% +1,460 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,375 $386K 0.09% +560 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 4,239 $384K 0.05% +1,397 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,150 $376K 0.04% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,146 $376K 0.03% -249 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,141 $375K 0.01% -281 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,136 $375K 0.07% -420 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,128 $374K 0.03% new 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 4,069 $369K 0.23% +90 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 4,063 $368K 0.33% +36 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 4,044 $366K 0.01% 0 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 3,993 $362K 0.12% -1,417 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,986 $361K 0.03% -535 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,958 $359K 0.03% -1,325 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 3,945 $357K 0.09% +266 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 3,938 $357K 0.33% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,938 $357K 0.07% +1,517 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 3,906 $354K 0.03% +61 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 3,857 $349K 0.15% -397 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 3,821 $346K 0.19% +834 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,905 $341K 0.07% -876 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,756 $340K 0.02% -1,480 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 3,728 $338K 0.25% +628 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,719 $337K 0.01% -327 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,716 $337K 0.01% new 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 3,712 $336K 0.07% -59 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 3,695 $335K 0.12% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,690 $334K 0.03% +624 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 3,672 $333K 0.09% -137 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 3,631 $329K 0.25% +740 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,616 $328K 0.05% +3 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,606 $327K 0.01% +167 13F-HR Timeline Group IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 3,572 $324K 0.07% -73 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 3,571 $324K 0.17% +488 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,565 $323K 0.14% -2,595 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 3,503 $317K 0.21% -5 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,468 $314K 0.01% +1,099 13F-HR Timeline First Heartland Consultants, Inc. 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More: the full row for Brand Asset Management Group, Inc. 3,395 $308K 0.13% -126 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 3,408 $303K 0.16% +158 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,305 $299K 0.06% +83 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,304 $299K 0.02% +442 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 3,278 $297K 0.34% new 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,274 $297K 0.16% -28 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 3,255 $295K 0.14% +653 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 3,235 $293K 0.27% -222 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,211 $291K <0.01% -507 13F-HR Timeline Group DRAVO BAY LLC More: the full row for DRAVO BAY LLC 3,196 $290K 0.15% -314 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,196 $290K 0.01% -62 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,182 $288K 0.01% +712 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,168 $287K 0.03% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,166 $287K 0.09% new 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 3,166 $287K 0.08% new 13F-HR Timeline Mission Creek Capital Partners, Inc. 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