Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 89,500 $1.71M 1.06% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 88,931 $1.7M 0.25% +9,013 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 88,891 $1.7M 0.07% +3,128 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 88,296 $1.69M 0.23% +2,870 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 88,054 $1.68M 0.94% -2,650 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 87,271 $1.67M 0.05% +943 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 86,872 $1.66M 0.35% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 86,232 $1.65M 0.22% -3,021 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 86,007 $1.64M 1.14% +152 13F-HR Timeline Summit Financial Strategies, Inc. 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More: the full row for Linscomb Wealth, Inc. 80,734 $1.54M 0.07% -73,954 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 80,640 $1.54M 1.06% 0 13F-HR Timeline Burford Brothers, Inc. 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More: the full row for CULLEN INVESTMENT GROUP, LTD. 69,400 $1.33M 0.16% +1,500 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 69,208 $1.32M 0.02% +28,183 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 69,027 $1.32M 0.04% -16,986 13F-HR Timeline Group Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 68,879 $1.32M 0.15% +514 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 68,724 $1.31M 0.25% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 68,509 $1.31M 0.01% 0 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 67,911 $1.3M 0.03% -22,695 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 67,412 $1.29M 0.86% -23,489 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 67,275 $1.29M 0.32% -1,000 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 66,847 $1.28M 0.94% +4,700 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 66,563 $1.27M 0.05% +1,614 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 65,762 $1.26M 0.15% +25 13F-HR Timeline Stockman Wealth Management, Inc. 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Empirical Wealth Management 54,593 $1.04M 0.02% +5,086 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 54,433 $1.04M 0.17% -1,746 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 53,923 $1.03M 0.05% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 53,841 $1.03M 0.33% +757 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 53,755 $1.03M 0.03% -51,695 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 53,380 $1.02M 0.01% +27,089 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 53,343 $1.02M 0.12% +888 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 51,369 $1.01M 0.44% +9,901 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 52,782 $1.01M 0.03% -448 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 52,458 $1M +26,229 Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 52,334 $1M 0.62% 0 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 52,111 $996K 0.9% +641 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 52,041 $995K <0.01% -500 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 51,893 $992K <0.01% +38,788 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 51,886 $992K 0.04% -1,026 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 51,741 $989K 0.03% -1,151 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 51,659 $988K 0.01% -65 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 51,356 $982K 0.04% +1,184 13F-HR Timeline Corsicana & Co. 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More: the full row for STUART INVESTMENT ADVISORS, INC. 47,698 $912K 0.37% -7,200 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 47,528 $909K 0.01% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 46,950 $898K 0.06% -3,579 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 46,542 $889K <0.01% -1,000 13F-HR Timeline Group Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 45,988 $879K 0.4% +38 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 45,700 $874K 0.03% 0 13F-HR Timeline Waterfront Wealth Inc. 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