TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 11,566 $758K 0.07% -489,911 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 11,481 $752K 0.01% +4,930 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 11,352 $744K 0.02% -317 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 11,332 $742K 0.04% -59,861 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,240 $736K 0.01% +6,112 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 11,182 $733K <0.01% -3,260 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 11,068 $725K 0.08% +147 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 11,040 $723K 0.21% +791 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 11,024 $722K 0.54% new 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 10,883 $716K 0.26% -2,911 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,933 $716K 0.01% +9,601 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 10,900 $714K 0.03% -1,300 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 10,830 $710K 0.05% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 10,779 $706K 0.01% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 10,487 $687K 0.17% +264 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 10,447 $684K 0.1% -3,022 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 10,375 $680K 0.2% new 13F-HR/A Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 10,138 $664K 0.49% +1,527 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 10,100 $662K 0.1% -100 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 10,054 $659K 0.17% +816 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 9,723 $637K 0.05% -859 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 9,569 $627K 0.13% -817 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 9,516 $624K <0.01% +1,861 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 9,500 $622K 0.21% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 9,301 $609K 0.05% +601 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 9,296 $609K 0.63% -212 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 9,219 $604K 0.06% new 13F-HR/A Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 9,189 $602K 0.01% -2,115 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 9,182 $602K 0.01% -2,687 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 9,151 $600K 0.07% 0 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 9,071 $594K 0.04% new 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 8,945 $586K 0.11% +2,690 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 8,720 $571K 0.2% +1,206 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8,643 $566K 0.01% +898 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 8,603 $564K 0.09% -3,772 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 8,536 $559K 0.06% -2,170 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 8,514 $558K 0.05% -348 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,495 $557K 0.02% -2,691 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 8,470 $555K 0.02% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,301 $544K 0.02% +3,118 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 8,275 $542K 0.09% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,266 $542K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 8,219 $539K 0.01% +31 13F-HR Timeline Group SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 8,175 $536K 0.07% +270 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 8,032 $526K <0.01% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,004 $524K 0.03% -2,289 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,986 $523K 0.01% +7,683 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 7,872 $516K 0.22% new 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 7,793 $511K 0.21% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 7,791 $510K 0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,781 $510K 0.01% +3,508 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,596 $498K 0.01% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 7,528 $493K 0.16% 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 7,434 $487K 0.04% +3,073 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 7,432 $487K 0.09% +1,490 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,277 $477K 0.07% +75 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 7,176 $470K 0.03% -455 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 7,154 $469K 0.15% -16,803 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 7,040 $461K 0.33% new 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 7,029 $461K -71,848 Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 7,023 $460K 0.17% -1,191 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 7,019 $460K 0.32% -2,542 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 6,900 $455K 0.4% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 6,823 $447K 0.02% +1,269 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,553 $429K 0.01% -311 13F-HR Timeline Group Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 6,492 $425K 0.28% -1,173 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,485 $425K 0.01% +2,681 13F-HR/A Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 6,399 $419K 0.14% +2,308 13F-HR/A Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 6,312 $414K 0.18% -1,551 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 6,272 $411K 0.05% +1,047 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,334 $410K 0.04% +5,802 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 6,248 $409K 0.11% -2,013 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 6,219 $407K 0.13% +1,915 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 6,191 $406K 0.06% new 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 6,188 $405K 0.06% 0 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 6,139 $402K 0.09% -3,144 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 6,137 $402K 0.26% -2,820 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 6,105 $400K 0.03% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,042 $396K 0.02% -1,048 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,967 $391K 0.04% -2,131 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 5,949 $390K 0.03% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 5,938 $389K 0.1% +366 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,857 $384K 0.03% -1,443 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 5,840 $383K 0.05% +1,216 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 5,831 $382K 0.03% new 13F-HR/A Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 5,760 $377K 0.01% +75 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 5,594 $367K 0.35% -1,395 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 5,579 $366K 0.28% +1,300 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 5,517 $361K 0.22% -1,926 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 5,511 $361K 0.02% new 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 5,450 $357K 0.15% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 5,420 $355K 0.03% -208 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,408 $354K 0.01% new 13F-HR Timeline Group Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 5,400 $354K 0.03% +1,660 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 5,331 $349K 0.22% +1,119 13F-HR/A Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,250 $344K 0.01% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,185 $340K 0.02% +297 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 5,187 $340K 0.15% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,155 $336K 0.02% new 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 5,127 $336K 0.21% -322 13F-HR/A Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 5,111 $336K 0.12% +626 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 5,059 $331K 0.12% +31 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 5,000 $328K 0.13% 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 4,996 $327K 0.05% +219 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 4,992 $327K 0.02% new 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 4,990 $327K 0.11% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,987 $327K 0.01% -296 13F-HR Timeline Group HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 4,948 $324K 0.03% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 4,942 $324K 0.15% -1,570 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,938 $324K 0.05% new 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 4,928 $323K 0.16% -145 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 4,865 $319K 0.22% -1,082 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,863 $319K 0.06% new 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 4,782 $316K 0.13% -1,620 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,821 $316K 0.03% +288 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 4,812 $315K 0.07% +378 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,788 $314K 0.08% -1,386 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,730 $310K 0.02% +297 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 4,625 $309K 0.12% -1,492 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 2,841 $309K 0.05% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,711 $309K <0.01% new 13F-HR/A Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,706 $308K 0.07% new 13F-HR/A Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,683 $307K 0.01% -266 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,650 $305K 0.07% new 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 4,623 $303K 0.28% +378 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 4,600 $301K 0.09% 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,518 $296K 0.01% 0 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 4,490 $294K 0.01% +213 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,455 $292K 0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,455 $292K 0.11% -1,405 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,442 $291K 0.01% +1,071 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 4,441 $291K 0.19% +196 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,386 $287K <0.01% new 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,351 $285K 0.04% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 4,349 $285K 0.03% -713 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,286 $280K 0.02% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,245 $278K <0.01% -1,521 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,214 $276K 0.06% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,204 $275K <0.01% new 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 4,184 $274K 0.11% -78,769 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 4,146 $272K 0.14% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,112 $269K 0.03% +155 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 4,044 $265K 0.05% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,034 $264K 0.01% 0 13F-HR/A Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,000 $262K <0.01% new 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 3,991 $261K 0.03% -244 13F-HR Timeline Entruity Wealth, LLC More: the full row for Entruity Wealth, LLC 3,987 $261K 0.22% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,985 $261K 0.04% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,965 $259K 0.1% +684 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,900 $256K 0.12% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,845 $252K 0.02% new 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 3,841 $252K 0.09% 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,837 $251K <0.01% new 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 3,738 $245K 0.06% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 3,734 $245K 0.02% +37 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 3,685 $241K <0.01% -7,577 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 3,670 $240K 0.23% +11 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 3,618 $237K 0.2% -676 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,613 $237K <0.01% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,599 $236K <0.01% new 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 3,560 $233K 0.18% -11 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,533 $231K 0.07% new 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,498 $229K 0.2% -1,944 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 3,353 $226K 0.06% -959 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,435 $225K <0.01% -90,900 13F-HR/A Timeline Group CMC Financial Group More: the full row for CMC Financial Group 3,427 $225K 0.51% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,383 $222K 0.08% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 3,373 $221K 0.05% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,366 $221K 0.03% new 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 3,285 $215K 0.01% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,267 $214K 0.06% new 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 3,262 $214K 0.05% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,227 $213K 0.14% -2,009 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 3,200 $210K <0.01% new 13F-HR Timeline Group Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 3,184 $209K 0.24% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,152 $207K 0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,172 $205K <0.01% new 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,132 $205K 0.03% -15,913 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,091 $203K 0.06% new 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 3,087 $202K 0.11% new 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 3,095 $202K 0.17% -535 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,074 $201K 0.05% new 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 3,072 $201K 0.14% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,058 $200K 0.01% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 3,057 $200K 0.08% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,955 $194K <0.01% +76 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 2,740 $180K 0.09% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,617 $174K 0.02% +1,211 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,600 $170K 0.06% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 2,393 $157K <0.01% -3,242 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,257 $148K 0.01% -980 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 2,247 $147K 0.07% -5,883 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,184 $143K 0.01% +75 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,162 $142K 0.03% +249 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,877 $123K 0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,855 $122K 0.31% +3 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,664 $109K 0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,570 $103K <0.01% 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,536 $101K 0.03% -64 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,400 $91.7K 0.01% 0 13F-HR Timeline