BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 84,671 $1.93M 0.64% +4,814 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 83,815 $1.91M 0.53% +5,767 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 83,089 $1.89M 0.27% +18,827 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 81,840 $1.86M 0.09% +7,493 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 81,231 $1.85M 0.35% +2,651 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 81,018 $1.85M 0.12% +1,262 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 80,528 $1.83M 0.18% +1,915 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 80,461 $1.83M 1.55% +2,238 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 80,097 $1.82M 0.56% -4,733 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 79,957 $1.82M 0.38% +20,461 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 79,684 $1.82M 0.35% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 78,677 $1.79M 0.12% +2,268 13F-HR/A Timeline Keel Point, LLC More: the full row for Keel Point, LLC 78,171 $1.78M 0.11% +4,540 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 77,794 $1.77M 0.45% +15,116 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 77,618 $1.77M 0.16% +59,653 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 76,335 $1.75M 0.05% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 76,372 $1.74M 0.12% -18,118 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 74,758 $1.7M 0.07% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 74,360 $1.7M 0.09% +18,952 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 74,034 $1.69M 0.17% -80,908 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 74,006 $1.69M 0.02% +4,758 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 73,819 $1.68M 0.05% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 73,705 $1.68M 0.19% -10,192 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 73,689 $1.68M 0.23% +50,210 13F-HR Timeline Collier Financial More: the full row for Collier Financial 73,609 $1.68M 1.15% +4,066 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 73,415 $1.67M 0.08% +38,023 13F-HR Timeline Wilshire Advisors LLC More: the full row for Wilshire Advisors LLC 72,841 $1.66M 16.05% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 72,644 $1.65M 0.08% +765 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 72,559 $1.65M 0.06% +21,027 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 72,312 $1.65M 0.85% 0 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 72,530 $1.64M 0.81% +20,419 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 71,786 $1.64M 1.51% +45,135 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 70,299 $1.61M 1.23% -2,033 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 70,234 $1.6M <0.01% +31,728 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 70,247 $1.6M 0.05% +26,424 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 69,998 $1.59M 0.33% -1,137 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 69,849 $1.59M 0.07% +8,807 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 69,164 $1.58M 0.05% +2,229 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 68,549 $1.56M 0.05% +14,986 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 67,673 $1.54M 0.38% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 67,584 $1.54M +23,243 Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 67,277 $1.53M 0.31% +10,869 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 67,105 $1.53M 0.65% +6,384 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 66,517 $1.52M 0.05% +550 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 66,416 $1.51M 1.1% +6,108 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 65,800 $1.5M 0.93% +4,993 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 65,784 $1.5M 0.31% -728 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 64,961 $1.48M 0.08% +3,612 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 64,905 $1.48M 0.45% +8,373 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 63,551 $1.45M 0.13% -1,306 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 63,261 $1.44M 0.08% +1,890 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 63,247 $1.44M 0.02% +3,059 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 62,991 $1.43M 0.24% +4,001 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 62,706 $1.43M 0.3% +4,625 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 62,062 $1.41M 0.39% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 62,018 $1.41M 0.01% +87 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 61,849 $1.41M 0.52% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 61,454 $1.4M 0.15% -3,899 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 61,341 $1.4M 0.02% +11,725 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 61,211 $1.39M 0.03% +30,265 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 60,379 $1.38M 0.04% +2,935 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 59,601 $1.36M 0.08% +3,384 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 59,663 $1.36M 0.04% +45,491 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 59,315 $1.35M 0.09% -19,710 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 58,933 $1.34M 0.17% +22,772 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 58,597 $1.33M 0.06% +26,702 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 58,182 $1.33M <0.01% new 13F-HR Timeline Group RDA Financial Network More: the full row for RDA Financial Network 56,672 $1.29M 0.28% +8,030 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 56,230 $1.28M 0.46% +3,438 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 56,188 $1.28M 0.29% +16,388 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 55,509 $1.26M 0.19% new 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 55,079 $1.25M 1% +1,112 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 55,012 $1.25M 0.01% +16,617 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 52,011 $1.18M 0.08% -1,006 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 52,011 $1.18M 0.32% +3,205 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 51,920 $1.18M <0.01% -5,625 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 50,945 $1.16M 0.51% +5,504 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 50,802 $1.16M <0.01% -9,377 13F-HR Timeline Group Apeiron RIA LLC More: the full row for Apeiron RIA LLC 50,640 $1.15M 0.3% +24,781 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 50,017 $1.14M 0.33% -15,558 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 49,802 $1.13M 0.04% -33,750 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 49,755 $1.13M 0.32% -24,707 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 49,730 $1.13M 0.13% +4,567 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 49,289 $1.12M <0.01% +1,555 13F-HR Timeline Group Clarendon Private LLC More: the full row for Clarendon Private LLC 48,877 $1.11M 0.72% +281 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 48,690 $1.11M 0.28% +2,298 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 48,594 $1.11M 0.01% +4,294 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 48,457 $1.1M 0.82% +5,857 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 47,709 $1.09M 0.01% -76,600 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 47,551 $1.08M 0.04% +801 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 47,418 $1.08M 0.03% +3,058 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 47,299 $1.08M 0.59% +7,261 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 47,200 $1.08M 0.05% -35,263 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 47,008 $1.07M 0.16% +31,201 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 46,789 $1.07M 0.36% +4,851 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 46,711 $1.06M 0.14% +425 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 46,163 $1.05M 0.3% +7,177 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 45,917 $1.05M 0.09% +15,837 13F-HR Timeline Group Bank of Marin More: the full row for Bank of Marin 45,891 $1.05M 0.73% -17,250 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 45,639 $1.04M 0.03% +10,631 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 45,688 $1.04M 0.92% +11,459 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 44,497 $1.01M 0.02% -47,272 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 44,415 $1.01M <0.01% -2,762 13F-HR/A Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 44,003 $1M 0.07% +808 13F-HR Timeline Group Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 43,412 $991K 0.05% new 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 43,482 $991K 1.58% -494 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 43,465 $990K 0.54% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 43,677 $989K 0.05% +224 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 43,373 $988K <0.01% +10,136 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 42,495 $968K 0.44% new 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 42,483 $968K 0.31% -5,026 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 42,200 $961K 0.9% +26,414 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 41,958 $956K 0.01% +1,876 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 41,866 $954K 0.02% +26,377 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 41,841 $953K 0.36% +11,344 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 41,592 $947K 0.66% -1,099 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 41,224 $939K 0.03% +10,498 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 40,253 $917K 0.13% +2,283 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 40,232 $916K 0.25% +1,264 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 40,081 $913K 0.07% -24,933 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 39,833 $907K 0.44% +4,432 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 39,519 $900K 0.24% -1,197 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 39,292 $895K 0.02% +6,449 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 39,142 $892K 0.01% -573 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 38,902 $886K 0.1% +746 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 38,726 $882K 0.02% -6,512 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 38,649 $880K <0.01% -17,372 13F-HR Timeline Group PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 38,496 $877K 0.42% +1,738 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 38,210 $870K 0.15% +5,993 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 38,116 $868K 0.01% -3,642 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 38,064 $867K <0.01% -86,406 13F-HR Timeline Group FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 37,791 $861K 1.53% +8,188 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 37,443 $853K 0.02% +533 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 37,388 $852K <0.01% +3,060 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 37,199 $847K 0.16% 0 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 37,125 $846K 0.48% +12,258 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 36,803 $838K 0.17% +6,523 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 36,526 $832K 0.04% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 36,481 $831K <0.01% +1,490 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 36,101 $822K 0.7% +4,310 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 35,759 $815K 0.39% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 35,396 $806K 0.05% +13,750 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 35,337 $805K 0.45% +1,542 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 35,044 $798K 0.17% +493 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 35,006 $797K 0.43% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 34,730 $791K 0.21% -90 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 34,722 $791K 0.21% -1,288 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 34,381 $783K 0.01% -136 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 34,167 $780K 0.11% +5,716 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 33,811 $770K 0.01% -18,110 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 33,627 $766K 0.19% +5,701 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 33,587 $765K 0.06% +5,929 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 33,388 $761K 0.17% +4,972 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 33,001 $752K <0.01% +2,939 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 32,552 $742K 0.11% +11,126 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 32,478 $740K 0.21% +2,225 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 32,231 $734K 0.03% +2,051 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 32,119 $732K 0.48% +2,023 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 31,361 $714K 0.06% -441 13F-HR Timeline Group Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 31,266 $712K 0.39% new 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 31,241 $712K 0.07% +541 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 31,191 $711K 0.53% +2,832 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 31,188 $710K 0.2% +356 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 31,137 $709K 0.38% +1,725 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 31,113 $709K 0.02% +12,941 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 31,097 $708K <0.01% +851 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 30,416 $693K 0.59% +3,461 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 30,230 $689K 0.43% -6,741 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 30,214 $688K 0.04% +274 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 30,101 $686K 0.72% +3,490 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 30,087 $685K 0.01% -7,827 13F-HR Timeline Noble Wealth Partners LLC More: the full row for Noble Wealth Partners LLC 29,945 $682K 0.59% 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 29,791 $679K 0.06% +1,246 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 29,463 $669K 0.08% -296,757 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 28,950 $659K 0.02% +3,129 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 27,840 $634K 0.3% -378 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 27,747 $632K <0.01% +4,595 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 27,410 $624K 0.01% +9,093 13F-HR Timeline Group Downshift Financial, LLC More: the full row for Downshift Financial, LLC 27,389 $624K 0.28% -611 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 27,224 $620K 0.4% +14,509 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 27,215 $620K 1.05% -738 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 27,189 $619K 0.12% +3,053 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 27,110 $618K 0.1% +1,621 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 26,853 $612K 0.39% new 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 26,796 $610K 0.09% -3,258 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 26,605 $606K 0.34% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. 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