LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 48,037 $717K 0.22% -4,144 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 47,711 $712K 0.24% +11,051 13F-HR Timeline Group BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 47,309 $706K 0.3% -2,700 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 47,035 $702K 0.03% +14,972 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 46,394 $693K 0.09% +29,608 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 46,325 $692K 0.01% -760 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 45,745 $683K 0.51% -31,160 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 45,560 $680K 0.53% -6,625 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 45,415 $678K 0.03% -3,341 13F-HR Timeline TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 44,689 $667K -282,977 Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 44,651 $667K 0.1% -1,156 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 43,396 $648K 0.07% -1,141 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 41,303 $646K 0.01% -1,265 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 42,475 $634K 0.57% +1,268 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 40,947 $618K 0.34% -9,464 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 39,128 $615K 0.15% -2,066 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 39,706 $593K 0.01% +22,627 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 39,355 $588K 0.01% -7,416 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 39,117 $584K <0.01% -8,419 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 38,636 $577K 0.02% +19,950 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 38,265 $573K 0.23% +13,865 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 37,726 $563K 0.11% 13F-HR Timeline Group JB CAPITAL PARTNERS LP More: the full row for JB CAPITAL PARTNERS LP 37,500 $560K 0.09% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 36,797 $549K 0.02% -867 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 36,679 $548K <0.01% +18,954 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 36,472 $545K 0.33% +22,371 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 36,405 $544K 0.04% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 35,802 $535K 0.01% -1,290 13F-HR/A Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 35,499 $530K 0.02% +18,887 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 35,248 $526K 0.43% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 35,048 $523K 0.09% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 34,792 $519K <0.01% -1,844 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 34,561 $516K 0.15% -189 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 34,386 $513K 0.02% -5,119 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 34,064 $509K <0.01% new 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 33,875 $506K 0.08% +94 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 33,571 $503K <0.01% -244,627 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 33,621 $502K 0.01% new 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 33,593 $502K 0.08% +3,058 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 33,433 $499K 0.01% +8,917 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 33,281 $497K 0.02% +9,337 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 32,791 $490K 0.32% +8,668 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 32,259 $476K 0.11% -415 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 31,825 $475K <0.01% +23,018 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 31,729 $474K <0.01% -16,595 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 31,709 $473K 0.03% -33,480 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 31,188 $466K 0.03% +8,643 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 31,170 $465K <0.01% +1,450 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 31,008 $463K 0.01% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 30,977 $462K 0.03% +108 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 30,644 $458K 0.06% -586 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 30,477 $455K 0.01% +770 13F-HR Timeline Group Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 30,242 $452K 0.11% +13,345 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 29,956 $447K 0.15% +17,861 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kendall Capital Management More: the full row for Kendall Capital Management 29,917 $447K 0.1% -1,530 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 29,336 $446K 0.1% +1,140 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 29,873 $446K 0.01% 0 13F-HR/A Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 29,855 $446K <0.01% +1,891 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 29,658 $443K 0.17% +14,315 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 29,160 $435K 0.11% -25,945 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 29,047 $434K 0.03% +2,155 13F-HR Timeline Group AXA Investment Managers S.A. More: the full row for AXA Investment Managers S.A. 28,826 $430K <0.01% 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 28,503 $426K 0.04% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 28,740 $425K 0.02% +103 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 27,710 $414K <0.01% -136,798 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 27,616 $412K 0.04% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 27,333 $408K 0.04% +4,384 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 27,070 $404K 0.07% -575 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 26,906 $402K <0.01% new 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 18,224 $400K 0.14% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 26,581 $397K <0.01% -2,930 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 26,125 $390K 0.14% +976 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 25,517 $381K 0.03% -641 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 25,225 $377K 0.04% +4,602 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 25,016 $373K 0.1% 0 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 24,036 $359K 0.25% +1,383 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 23,970 $358K 0.22% -2,377 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 23,840 $356K 0.01% +5,414 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 23,771 $355K 0.02% -230 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 23,727 $354K 0.02% -2,391 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 23,565 $352K 0.08% +700 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 23,394 $349K 0.07% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 23,258 $347K 0.01% -5,235 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 23,168 $347K 0.04% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 23,118 $345K 0.01% -711 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 23,037 $344K 0.06% -98 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 22,953 $343K 0.01% +4,352 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 22,799 $340K 0.05% +651 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 22,707 $339K 0.03% -625 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 22,316 $333K 0.16% +593 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 22,267 $332K <0.01% 0 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 22,248 $332K 0.01% -652 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 21,979 $328K 0.04% -1,023 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 22,042 $327K 0.05% -114 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 21,841 $326K 0.04% -6,084 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 21,777 $325K 0.06% +11,200 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 21,619 $323K 0.02% new 13F-HR Timeline Group FLC Capital Advisors More: the full row for FLC Capital Advisors 21,560 $322K 0.06% -5,355 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 21,128 $318K 0.01% -3,142 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 21,254 $317K <0.01% -40,399 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 21,181 $316K 0.13% -3,230 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 21,000 $314K 0.12% +1,500 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 21,000 $314K 0.14% +10,500 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 20,954 $313K 0.05% +3,781 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 20,676 $309K 0.04% +595 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 20,544 $307K <0.01% +1,359 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 20,462 $305K 0.06% -968 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 19,451 $304K 0.06% -760 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 20,286 $303K <0.01% 0 13F-HR Timeline Group Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 20,271 $303K 0.24% +351 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 20,267 $303K 0.13% -1,657 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 19,770 $303K 0.01% +113 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 20,142 $301K 0.08% -2,771 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 20,057 $299K 0.01% -5,536 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 20,026 $299K 0.02% -1,304 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 20,002 $299K <0.01% +3,271 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 19,830 $296K 0.11% -473 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 19,875 $295K 0.24% +430 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 19,615 $293K <0.01% -49,482 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 19,552 $292K 0.08% -15,772 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 19,000 $284K 0.01% +500 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 18,891 $280K 0.05% +226 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 18,519 $276K 0.09% -6,779 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 17,987 $269K 0.01% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 17,996 $269K <0.01% -4,187 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 17,928 $268K 0.03% 0 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 17,914 $267K 0.15% +45 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 17,911 $267K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 17,863 $267K <0.01% +3,303 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 17,850 $267K 0.02% +936 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 17,815 $266K <0.01% -291 13F-HR Timeline Group Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 17,721 $265K 0.13% +10 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 16,508 $258K 0.01% new 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 17,161 $256K 0.02% +463 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 17,157 $256K 0.07% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 17,042 $254K 0.02% -952 13F-HR/A Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 16,845 $251K 0.13% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 16,551 $247K 0.03% -3,996 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 16,502 $246K <0.01% +13 13F-HR Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 16,397 $245K 0.13% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 16,100 $240K 0.08% +200 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 15,978 $239K <0.01% -4,400 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 15,545 $236K 0.06% +2,126 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 15,789 $236K 0.14% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 15,779 $236K 0.03% +1,944 13F-HR/A Timeline Group MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 15,585 $233K 0.07% +4,082 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 15,292 $228K 0.04% -25,764 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 15,164 $226K 0.07% +4,524 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 15,059 $225K 0.01% -7,141 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 15,047 $225K 0.01% +3,912 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 14,785 $221K 0.07% +1,673 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 14,000 $219K 0.12% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 14,524 $217K 0.05% +114 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 14,397 $215K <0.01% -1,630 13F-HR/A Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 14,082 $210K <0.01% -5,089 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 14,052 $210K <0.01% +24 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 14,036 $210K 0.02% -3,010 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14,030 $209K <0.01% -1,895 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 13,962 $208K 0.08% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 13,958 $208K 0.03% -43,820 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 13,941 $208K 0.01% -6,751 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 13,698 $205K <0.01% +622 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 13,565 $203K 0.02% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 13,418 $200K 0.06% 0 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 13,417 $200K 0.03% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 13,354 $199K <0.01% +1,387 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 13,314 $199K 0.01% -22 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 13,281 $198K 0.12% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 13,265 $198K <0.01% -1,000 13F-HR Timeline Group BCS Wealth Management More: the full row for BCS Wealth Management 13,091 $195K 0.04% 0 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 12,987 $194K 0.04% -2,566 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 12,968 $194K 0.07% new 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 12,722 $190K 0.07% +412 13F-HR/A Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12,678 $189K <0.01% +199 13F-HR Timeline Group Permanens Capital L.P. More: the full row for Permanens Capital L.P. 12,058 $188K 0.03% new 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 12,570 $188K 0.11% -3,064 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 12,528 $187K <0.01% -1,528 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 12,640 $187K <0.01% -3,790 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 12,431 $186K 0.02% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 12,385 $185K 0.03% -1,854 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,151 $181K <0.01% new 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 11,993 $179K 0.02% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 11,922 $178K <0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 11,792 $176K <0.01% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 11,659 $174K <0.01% -6,945 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 11,545 $172K 0.02% -18,577 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 11,427 $171K 0.03% -3,515 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 11,219 $167K 0.06% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 11,205 $167K 0.06% -221 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 11,124 $166K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,968 $164K 0.01% -132,088 13F-HR Timeline Group FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 10,800 $161K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 10,794 $161K <0.01% -69 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 10,778 $161K 0.02% -48,017 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 10,726 $160K 0.05% 0 13F-HR Timeline Group WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 10,519 $157K 0.02% -4,533 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 10,442 $157K 0.04% -3,721 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 10,442 $156K 0.07% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 10,297 $154K <0.01% 0 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 10,297 $154K 0.07% new 13F-HR Timeline