GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 14,017 $1.83M 0.02% -1,097 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 13,710 $1.79M 0.14% -138 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 13,643 $1.78M 0.13% +1,939 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 13,560 $1.77M 0.03% -517 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 13,454 $1.75M 0.01% +3,031 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 12,670 $1.65M <0.01% +1,004 13F-HR Timeline Group C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 12,580 $1.64M 1.41% -300 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 12,305 $1.6M 0.33% -1,221 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 12,302 $1.6M 0.12% -13 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 12,195 $1.59M <0.01% new 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 12,114 $1.58M 0.25% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 11,948 $1.56M <0.01% +426 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 11,677 $1.53M 0.11% -224 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 11,741 $1.53M 0.04% 0 13F-HR Timeline Group Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 11,397 $1.48M 0.54% +462 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 11,370 $1.48M 0.1% +439 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 11,143 $1.45M 0.14% +37 13F-HR Timeline American Trust More: the full row for American Trust 11,029 $1.44M 0.12% +358 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 10,887 $1.42M 0.64% -174 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,767 $1.4M 0.02% +74 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 10,687 $1.39M 0.21% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 10,599 $1.38M 0.02% +802 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 10,533 $1.37M 0.03% -4,035 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 10,265 $1.34M 0.23% -158 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 9,863 $1.28M <0.01% -3,635 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 9,813 $1.28M 0.15% -275 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 9,809 $1.28M 0.91% +19 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,710 $1.27M <0.01% -68 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 9,704 $1.26M 0.03% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 9,515 $1.25M 0.02% +625 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 9,526 $1.24M 0.95% -76 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 9,502 $1.24M 0.93% -154 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,336 $1.22M 0.01% +281 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 9,156 $1.19M 0.1% +4,935 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9,001 $1.17M 0.01% +2,855 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,962 $1.17M 0.04% +920 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 8,878 $1.16M 0.01% +2,429 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,781 $1.14M <0.01% +781 13F-HR Timeline Group RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 8,586 $1.12M 0.55% new 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 8,423 $1.1M 0.7% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,394 $1.09M 0.03% +2,268 13F-HR/A Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 8,350 $1.09M 0.17% 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 8,302 $1.08M 0.11% -60 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 8,288 $1.08M <0.01% +661 13F-HR Timeline Group FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 7,960 $1.04M 0.07% 0 13F-HR Timeline Advance Capital Management, Inc. 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More: the full row for Goelzer Investment Management, Inc. 6,270 $817K 0.04% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,179 $805K 0.08% 0 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 6,057 $789K 0.39% +3,257 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 6,052 $788K 0.43% +618 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,944 $774K 0.02% -49 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 5,823 $759K 0.48% 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 5,749 $749K 0.2% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 5,747 $749K 0.55% +3 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,716 $745K 0.01% -99 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,683 $740K 0.03% -33,588 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,517 $719K 0.07% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,514 $718K 0.02% -810 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 5,511 $718K 0.01% +324 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,484 $714K 0.03% +357 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 5,374 $700K 0.25% -20 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 5,343 $696K 0.24% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,337 $695K 0.03% -192 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 5,337 $695K 0.16% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,291 $689K <0.01% -302 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 5,249 $684K 0.01% +8 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 5,184 $675K 0.02% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,096 $664K 0.03% -1,004 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,076 $661K 0.02% -59 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,000 $651K 0.02% 0 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 5,000 $651K 0.2% 0 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 4,935 $643K 0.73% +6 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,853 $632K 0.05% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 4,822 $628K 0.01% +3,028 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 4,793 $624K 0.01% +485 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,775 $622K 0.05% +44 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,741 $618K 0.06% -1 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 4,728 $616K 0.36% +1 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 4,696 $612K 0.01% +83 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 4,691 $611K -349 Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 4,652 $606K 0.21% 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 4,606 $600K <0.01% -2,843 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,599 $599K 0.07% -341 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 4,560 $594K 0.02% -22,651 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,517 $589K <0.01% +11 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 4,330 $564K 0.09% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,317 $562K 0.19% +434 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,311 $562K 0.01% +6 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,308 $561K 0.32% +4 13F-HR/A Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,307 $561K <0.01% +964 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 4,281 $558K +686 Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 4,280 $558K 0.04% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,268 $556K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4,265 $556K 0.04% -1,113 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 4,244 $553K 0.04% new 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 4,193 $546K 0.11% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,182 $545K 0.01% +10 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,095 $534K 0.03% -23 13F-HR/A Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,935 $513K 0.08% 0 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 3,923 $511K 0.11% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,906 $509K <0.01% +336 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,905 $509K 0.02% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,880 $505K 0.12% +2 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,861 $503K 0.06% 0 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,859 $503K 0.28% +213 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 3,851 $502K 0.21% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,839 $500K 0.07% new 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 3,829 $499K 0.01% +2 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 3,811 $499K 0.12% -252 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,765 $490K <0.01% -296 13F-HR Timeline Group SFE Investment Counsel More: the full row for SFE Investment Counsel 3,760 $490K 0.08% -200 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 3,735 $487K 0.03% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,694 $481K 0.02% +995 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,663 $477K 0.03% -6,900 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,648 $475K 0.01% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,644 $475K 0.03% +30 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 3,623 $472K 0.16% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,612 $471K 0.07% 0 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 3,571 $465K 0.09% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,523 $459K 0.09% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,506 $457K 0.04% -278 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,500 $456K 0.08% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,495 $455K 0.11% -40 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,471 $452K 0.04% -93 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 3,723 $452K 0.05% -14 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 3,442 $448K 0.06% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,429 $447K <0.01% 0 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,411 $445K 0.01% -332 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,415 $445K 0.01% +1,451 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,316 $432K <0.01% +91 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,257 $424K 0.01% +362 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,214 $419K 0.01% -527 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,196 $416K 0.05% 0 13F-HR Timeline Group Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 3,195 $416K 0.13% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,107 $405K 0.09% +1,211 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 3,088 $402K 0.12% new 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 3,085 $402K 0.03% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,071 $400K 0.01% -175 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,051 $397K <0.01% +550 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,022 $394K <0.01% +152 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 2,982 $392K 0.1% 0 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 3,000 $391K 0.23% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,961 $386K 0.02% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,922 $381K 0.01% +12 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,870 $374K <0.01% -1,030 13F-HR Timeline Group Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 2,853 $372K 0.16% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,853 $372K 0.01% new 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 2,785 $363K 0.2% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,740 $357K 0.02% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 2,731 $356K 0.04% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,709 $353K <0.01% new 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,685 $350K 0.08% -58 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,658 $346K 0.01% +717 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,640 $344K 0.01% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,618 $341K 0.14% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,584 $337K 0.01% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 2,527 $329K <0.01% +630 13F-HR Timeline Group Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,513 $327K 0.1% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,505 $326K <0.01% -79 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 2,491 $325K 0.06% -1,270 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,400 $313K 0.03% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,398 $312K 0.02% 0 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 2,377 $310K 0.29% -89 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,361 $308K 0.02% +1 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,355 $307K <0.01% +175 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,307 $301K 0.02% +116 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,242 $292K 0.05% +5 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 2,216 $289K 0.14% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,197 $286K 0.01% +211 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,082 $271K <0.01% -1,058 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 2,068 $269K 0.1% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,058 $268K 0.01% -85 13F-HR Timeline Group SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 2,016 $263K 0.1% +4 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,002 $261K <0.01% +205 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 2,000 $261K 0.03% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. 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