Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 23,908 $579K 0.11% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 22,850 $576K 0.2% new 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 22,190 $560K 0.29% -386 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 21,964 $554K 0.06% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 21,581 $544K <0.01% -8,813 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 21,001 $530K 0.02% +10,288 13F-HR/A Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 20,825 $525K 0.28% -8,000 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 20,561 $519K 0.07% -96 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 20,313 $512K 0.01% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 20,301 $512K 0.09% -624 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 20,223 $510K 0.1% -720 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 20,207 $510K <0.01% +458 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 20,219 $510K 0.01% new 13F-HR Timeline Group SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 19,956 $503K 0.24% 0 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 19,711 $497K 0.07% +1,754 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 19,681 $496K 0.27% -666 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 19,491 $495K 0.24% -346 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 19,554 $493K 0.04% -14,869 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 19,360 $488K 0.2% -448 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 18,778 $474K 0.05% -460 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 18,550 $468K 0.15% 0 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 18,501 $467K 0.55% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 18,500 $467K 0.01% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 18,299 $461K 0.01% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 18,260 $461K 0.01% -2,393,491 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 18,211 $459K 0.02% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 18,211 $459K 0.09% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 18,182 $458K <0.01% new 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 18,565 $458K 0.41% 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 18,020 $454K 0.05% +297 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 18,000 $454K 0.14% 0 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 17,889 $451K 0.13% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 17,796 $449K <0.01% -12,431 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 17,186 $433K 0.39% -2,515 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 17,153 $433K <0.01% +1,115 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 16,927 $427K 0.2% +12 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 16,742 $422K 0.02% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 16,525 $417K <0.01% -705 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 16,087 $406K 0.1% -1,634 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 16,015 $404K 0.07% -1,400 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 15,873 $400K 0.14% +1,436 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 15,844 $400K 0.01% +566 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 15,816 $399K 0.04% -1,332 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 15,636 $394K 0.03% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 15,972 $391K 0.02% -397 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 15,361 $387K 0.08% -16,181 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 15,284 $385K 0.36% -1,764 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 15,248 $385K 0.03% 0 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 15,233 $384K 0.01% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 15,212 $384K 0.01% +239 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 15,188 $383K 0.36% +2,025 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 14,858 $375K 0.04% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 14,820 $374K 0.11% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 14,637 $369K <0.01% -2,978 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 14,367 $362K <0.01% -7,194 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 14,328 $361K 0.05% -1,245 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 14,239 $359K <0.01% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 14,200 $358K 0.03% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 14,591 $355K 0.09% +2,640 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 13,899 $351K 0.02% +1,290 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 13,867 $350K 0.04% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 13,865 $350K 0.01% -277 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 13,335 $336K 0.35% -275 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 13,306 $336K <0.01% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 13,005 $328K 0.02% +4,178 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 12,293 $310K 0.02% -130 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 12,244 $309K 0.03% -2,145 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 12,143 $306K 0.04% +88 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 12,078 $305K 0.03% -416 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 11,963 $302K 0.01% +1,436 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 11,698 $295K 0.02% +7,072 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 11,593 $292K <0.01% 0 13F-HR Timeline Group Code Waechter LLC More: the full row for Code Waechter LLC 11,551 $291K 0.24% new 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 11,532 $291K 0.2% -7,361 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 11,452 $289K 0.01% +1,021 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 11,572 $286K 0.02% -775 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11,307 $285K 0.01% +174 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 11,233 $283K 0.2% +130 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 11,196 $282K 0.03% -2,492 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 11,014 $278K 0.01% -1,393 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 10,687 $270K 0.12% new 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 10,669 $269K 0.06% +462 13F-HR/A Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 10,659 $269K 0.12% +337 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,603 $267K 0.01% +453 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 10,461 $264K 0.22% +985 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 10,417 $263K 0.05% 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,358 $261K 0.02% +1,090 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 10,256 $259K 0.07% +74 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 10,158 $256K 0.09% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 10,050 $253K 0.03% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 10,164 $252K 0.02% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,974 $252K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 9,964 $251K <0.01% -267 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 9,939 $251K <0.01% -1,166 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,900 $250K 0.01% -2,926 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 9,867 $249K 0.02% -13,996 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 9,860 $249K 0.03% +95 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 9,690 $244K 0.09% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 9,632 $243K 0.03% +33 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 9,475 $239K 0.09% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 9,393 $237K 0.28% 0 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 9,374 $236K 0.06% +68 13F-HR Timeline Group Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 9,290 $234K 0.02% +637 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 9,172 $231K 0.11% -6,453 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 9,110 $230K 0.03% new 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 9,013 $227K 0.19% +49 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 8,999 $227K 0.09% +38 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 8,978 $226K 0.07% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,860 $223K 0.02% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8,697 $219K 0.08% -732 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 8,687 $219K 0.18% new 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 8,541 $215K 0.03% -1,564 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,494 $214K 0.01% -497 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 8,464 $213K 0.16% 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 8,250 $208K <0.01% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 8,121 $205K 0.01% -1,034 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,125 $205K <0.01% +32 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 7,942 $200K 0.11% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 8,226 $200K 0.08% +76 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 7,697 $194K 0.02% -39,865 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 6,944 $175K 0.04% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,940 $125K 0.06% +2 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4,764 $120K 0.02% +1,328 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4,439 $112K 0.02% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,035 $102K <0.01% -73 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 4,018 $101K 0.04% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 3,593 $90.6K 0.03% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,206 $80.9K 0.01% new 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 2,818 $71.1K 0.04% +33 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 2,541 $65.3K 0.07% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,622 $64.5K <0.01% -2,815 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,325 $58.6K <0.01% +17 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,243 $56.6K <0.01% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,130 $53.7K <0.01% -154 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,683 $42.4K <0.01% +1,074 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,607 $40.5K <0.01% +12 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,560 $39.3K <0.01% 0 13F-HR/A Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,548 $39K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,505 $37.9K <0.01% 0 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,452 $36.6K 0.01% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,421 $35.8K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,397 $35K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,317 $33.2K <0.01% 0 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,272 $32.1K 0.01% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,246 $31.4K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,159 $29.2K <0.01% +8 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,133 $28.6K <0.01% +453 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,000 $25.2K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,000 $25.2K <0.01% -10 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 947 $23.9K 0.01% +7 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 942 $23.8K 0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 900 $22.7K <0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 892 $22.5K 0.02% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 846 $21.3K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 776 $19.7K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 658 $16.6K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 568 $14.3K 0.01% -36 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 529 $13.3K <0.01% -5,805 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 320 $8.07K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 312 $7.87K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 271 $6.83K <0.01% 0 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 270 $6.81K 0.01% new 13F-HR/A Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 225 $5.67K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 225 $5.67K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 170 $4.29K <0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 147 $3.71K <0.01% +5 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 140 $3.53K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 135 $3.4K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 95 $2.4K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 94 $2.37K <0.01% +36 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 93 $2.35K <0.01% +54 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 90 $2.27K <0.01% +49 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 88 $2.22K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 83 $2.09K <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 82 $2.07K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 60 $1.51K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 59 $1.44K <0.01% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 48 $1.21K <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 40 $1.01K 0.02% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 37 $926 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 20 $505 <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2 $49 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -4,000 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.