REDW Wealth LLC More: the full row for REDW Wealth LLC 30,363 $2.04M 0.78% -1,044 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 30,136 $2.03M 2.1% -38,044 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 30,045 $2.02M 0.78% -7,219 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 29,976 $2.01M 1.26% +6,339 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 29,918 $2.01M 1.13% -949 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 29,814 $2M 0.2% +685 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 29,811 $2M 0.85% +478 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 29,752 $2M 0.42% +1,801 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 29,738 $2M 0.06% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 29,360 $1.97M 0.06% +2,515 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 29,298 $1.97M 1% +1,746 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 29,262 $1.97M 0.13% -1,259 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 29,231 $1.96M 1.12% -88 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 29,174 $1.96M 1.94% 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 28,964 $1.95M 0.07% -630 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 28,932 $1.94M 0.4% -918 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 28,931 $1.94M 0.34% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 28,907 $1.94M 0.31% +3,003 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 28,905 $1.94M 0.82% new 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 28,813 $1.94M 0.3% +382 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 28,610 $1.92M 0.29% +205 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 27,837 $1.92M 2.48% +9,654 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 28,475 $1.91M 1.19% -2,230 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 28,464 $1.91M 0.87% +4,502 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 28,449 $1.91M 0.25% -532 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 26,346 $1.89M 1.47% 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 27,673 $1.86M 0.37% -25 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 27,516 $1.85M 0.18% -432 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 27,077 $1.82M 0.28% +8,115 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 26,889 $1.81M +2,330 Timeline ADE, LLC More: the full row for ADE, LLC 26,824 $1.8M 0.87% +1,450 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 26,702 $1.79M 0.69% +7,815 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 26,633 $1.79M 0.1% +474 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 26,615 $1.79M 0.26% +6,595 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 26,572 $1.79M 0.21% -1,278 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 26,367 $1.77M 0.3% +316 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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More: the full row for VanderPol Investments L.L.C. 26,011 $1.75M 3.34% +1,233 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 25,993 $1.75M 0.03% +2,909 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 25,835 $1.74M 0.34% -1,056 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 25,803 $1.73M 0.09% -548 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 25,787 $1.73M 0.01% +350 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 25,749 $1.73M 0.19% -3,713 13F-HR/A Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 25,686 $1.73M 0.04% +8,712 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 25,661 $1.72M 0.17% +7,358 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 25,617 $1.72M 0.37% +6,889 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 25,519 $1.72M 0.63% -84 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 25,441 $1.71M 0.61% +262 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 25,437 $1.71M 0.1% +372 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 24,410 $1.7M 1.32% +70 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 25,324 $1.7M 0.66% +16,176 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 25,299 $1.7M 0.05% -2,253 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 25,221 $1.7M 1.3% +2,228 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 25,148 $1.69M 0.78% +4,018 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 25,140 $1.69M 1.76% 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 24,996 $1.68M 0.42% +2,654 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 24,972 $1.68M 0.98% +6,902 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 24,919 $1.68M 0.14% new 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 24,839 $1.67M 0.19% +2,726 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 24,750 $1.66M +350 Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 24,721 $1.66M 0.32% +1,492 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 24,656 $1.66M 0.14% +14,503 13F-HR Timeline Group Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 24,600 $1.65M 0.91% +2,987 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 24,576 $1.65M 0.79% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 24,440 $1.64M 0.1% -605 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 24,418 $1.64M 0.48% new 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 23,268 $1.62M 0.95% 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 24,113 $1.62M 0.86% 13F-HR/A Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 24,059 $1.62M 0.6% -3,979 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 24,023 $1.61M 0.24% +55 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 24,007 $1.61M 0.21% +2 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 23,994 $1.61M 0.45% +643 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 23,852 $1.6M 0.08% -349 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 23,825 $1.6M 0.26% +10,470 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 23,767 $1.6M 0.51% +6,420 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 23,534 $1.58M 0.33% +295 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 23,497 $1.58M 0.49% +1,915 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 23,382 $1.57M 0.12% +1,990 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 23,295 $1.57M 0.47% -3,035 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 23,269 $1.56M 0.09% -1,831 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 23,248 $1.56M 0.16% -343 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 23,224 $1.56M 0.12% -99 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 23,049 $1.55M 0.54% +123 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 23,000 $1.55M 0.09% new 13F-HR Timeline Group Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 22,888 $1.54M 0.46% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 22,879 $1.54M 0.02% -250 13F-HR Timeline Group Veracity Capital LLC More: the full row for Veracity Capital LLC 22,800 $1.53M 0.45% +2,618 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 22,743 $1.53M 1.04% -1,170 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 22,742 $1.53M 0.03% +7,833 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 22,708 $1.53M 0.01% +5,429 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 22,586 $1.52M 0.17% +534 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 22,536 $1.51M 0.14% +5,747 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 22,514 $1.51M 0.15% 0 13F-HR Timeline Group Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 22,506 $1.51M 1.31% 13F-HR/A Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 22,443 $1.51M 1.03% -10,081 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 22,366 $1.5M 0.95% -4,137 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 22,232 $1.49M 0.31% +2,188 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 22,154 $1.49M 0.3% +2,233 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 22,139 $1.49M 0.01% -1,299 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 21,884 $1.47M 0.21% 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 21,825 $1.47M 0.47% -70 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 21,781 $1.46M 0.08% +277 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 21,737 $1.46M 0.19% 0 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 21,605 $1.46M <0.01% -830,617 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 21,641 $1.45M 0.05% -29,042 13F-HR Timeline Friday Financial More: the full row for Friday Financial 21,638 $1.45M 0.51% -3,925 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 21,579 $1.45M 0.09% -305 13F-HR Timeline Group Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 21,555 $1.45M 0.71% -2,521 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 21,549 $1.45M 0.8% -1,234 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 21,488 $1.44M 0.02% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 21,479 $1.44M 0.39% 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 21,453 $1.44M <0.01% 0 13F-HR Timeline Group Finley Financial, LLC More: the full row for Finley Financial, LLC 21,371 $1.44M 0.66% +815 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 21,340 $1.43M 0.56% +1,584 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 21,246 $1.43M 0.1% -251 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 21,199 $1.43M 0.1% +6,812 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 21,160 $1.42M 0.45% -554 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 21,150 $1.42M 0.11% +714 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 21,133 $1.42M 1.27% -5,984 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 21,059 $1.42M 0.32% +5,947 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 20,927 $1.41M 0.27% new 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 20,871 $1.4M 0.11% +14,005 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 20,864 $1.4M 0.07% +14,178 13F-HR/A Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 20,804 $1.4M 0.06% -7 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 20,578 $1.38M 0.07% -456 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 20,505 $1.38M 0.15% -200 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 20,500 $1.38M 0.07% +4,372 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 20,438 $1.37M 0.03% +992 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 18,505 $1.37M 0.67% +10,403 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 20,290 $1.36M 0.6% -255 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 19,892 $1.36M -6,665 Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 20,241 $1.36M 0.3% +2,877 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 20,159 $1.36M 0.73% +4,568 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 20,092 $1.35M 0.92% +6,474 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 19,974 $1.34M 0.39% +932 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 19,898 $1.34M 0.33% +7,880 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 19,051 $1.33M 0.45% +4,363 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 19,728 $1.33M 0.29% +111 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 19,657 $1.32M 1.17% 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 19,656 $1.32M 0.05% +1,019 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 19,645 $1.32M 1.26% 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 19,615 $1.32M 0.19% +921 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 19,588 $1.32M 0.05% -68 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 19,526 $1.31M 0.56% -2,362 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 19,393 $1.3M 0.15% +882 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 19,288 $1.3M 0.35% +2,797 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 19,231 $1.29M 0.22% -5,232 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 19,205 $1.29M <0.01% -23,168 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 19,111 $1.28M 0.72% 13F-HR/A Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 18,984 $1.28M 0.26% -336 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 18,979 $1.28M 0.24% -2,224 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 18,956 $1.27M 0.5% +2,028 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 18,911 $1.27M 0.8% +75 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 18,840 $1.27M 0.16% +6,107 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 18,820 $1.27M 0.09% +7,705 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 18,779 $1.26M 0.17% -377 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 18,742 $1.26M <0.01% +71 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 18,700 $1.26M 0.32% +157 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 18,619 $1.25M 0.08% +128 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 18,552 $1.25M 0.14% -33 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 18,517 $1.24M 0.08% -1,285 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 18,444 $1.24M 0.05% -4,020 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 18,324 $1.23M 0.04% +5,802 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 18,305 $1.23M 0.19% -965 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 18,265 $1.23M 0.44% -3 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 18,231 $1.23M 0.7% +1,912 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 18,128 $1.22M 0.06% -750 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 18,086 $1.22M 0.01% +8,181 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 18,063 $1.21M 0.47% +35 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 18,044 $1.21M 0.45% 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 18,041 $1.21M 0.31% 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 18,030 $1.21M 0.42% +2,033 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 18,010 $1.21M 0.36% -523 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 17,957 $1.21M 0.35% +170 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 17,916 $1.2M 0.87% +2,036 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 17,912 $1.2M 0.06% +743 13F-HR Timeline CX Institutional More: the full row for CX Institutional 17,775 $1.2M 0.04% +928 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 17,770 $1.19M 1.06% 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 17,669 $1.19M 0.13% +1,780 13F-HR Timeline Group PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 17,657 $1.19M 1.67% 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 17,638 $1.19M 0.03% -1,978 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 17,622 $1.18M 0.5% -543 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 17,551 $1.18M 0.57% -181 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 17,427 $1.17M 0.21% +1,275 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 17,424 $1.17M <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 17,387 $1.17M 0.02% +11,266 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 17,370 $1.17M 0.1% -336 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 17,320 $1.16M 0.05% +1,194 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 17,294 $1.16M 0.32% -1,588 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 17,292 $1.16M 0.38% +2,908 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 17,270 $1.16M 0.2% +54 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 17,220 $1.16M 0.17% 0 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 17,190 $1.16M 0.39% +668 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 17,183 $1.16M 0.04% +3,743 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 16,269 $1.15M 0.05% -411 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 17,162 $1.15M 0.07% +6 13F-HR Timeline