Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 14,245 $1.36M 2.07% -105,851 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 14,269 $1.35M 0.01% -1,481 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 14,345 $1.34M 0.08% -57,916 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 13,882 $1.32M 0.48% -184 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 13,828 $1.32M 0.04% -13,088 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 13,793 $1.31M 0.06% +714 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 13,719 $1.31M 0.02% -375 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 13,282 $1.27M 0.02% -341 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 13,192 $1.26M 0.96% -800 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 12,933 $1.23M 0.22% +6,186 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 12,912 $1.23M 0.02% +171 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 12,800 $1.22M 0.02% -19,735 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 12,664 $1.21M 0.07% +10,535 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 12,665 $1.21M 0.01% -304 13F-HR Timeline Group Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 12,630 $1.2M 0.35% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 12,600 $1.2M 0.61% +100 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 12,474 $1.19M 0.17% +42 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 12,083 $1.15M 0.32% +6,675 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 12,000 $1.14M 0.42% -460 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 11,968 $1.14M 0.05% -11,788 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,967 $1.14M 0.04% new 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 11,847 $1.13M 1.92% +320 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 11,809 $1.13M 0.08% +18 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,373 $1.08M 0.08% -398 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 11,302 $1.08M 0.02% -1,617 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 11,123 $1.06M 0.02% +278 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11,084 $1.06M 0.03% -621 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,046 $1.05M <0.01% -2,127 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,922 $1.04M 0.03% -1,317 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 10,702 $1.02M 0.57% +245 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 10,488 $1000K <0.01% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 10,295 $981K 0.01% -1,239 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 10,187 $971K 0.09% +1,570 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 10,080 $961K 0.16% new 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 9,680 $923K 0.67% new 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 9,633 $918K 0.33% +4,675 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 9,632 $918K <0.01% +1,189 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 9,621 $917K 0.01% +1,868 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 9,611 $916K 0.08% -1,601 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 9,321 $888K 0.08% -4,862 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 9,273 $884K 0.03% +4,775 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 9,155 $872K 0.28% -1,090 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 9,093 $867K 0.09% -357 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 9,052 $863K 0.09% -493 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 8,970 $855K 0.01% -280 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,950 $853K <0.01% -397 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 8,841 $843K 0.4% -55,956 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 8,700 $829K 0.13% -5,435 13F-HR Timeline TEACHERS RETIREMENT SYSTEM OF THE STATE… More: the full row for TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 8,621 $822K 0.01% 0 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 8,344 $795K 0.37% +205 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 8,194 $781K 0.58% +694 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 8,176 $779K 0.03% +6,065 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 7,979 $760K 0.34% -37,053 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 7,969 $759K 0.11% -220 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 7,848 $748K 0.37% +125 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 7,843 $748K 0.77% +575 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 7,882 $745K 0.38% +1,662 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,792 $743K 0.02% -2,164 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,753 $739K 0.01% -391 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 7,514 $716K 0.09% -2,488 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 7,170 $683K 0.09% -347 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 7,169 $682K 0.11% 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 7,154 $682K 0.13% -281 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 7,117 $678K 0.06% +190 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 7,003 $667K 0.13% 0 13F-HR/A Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,815 $649K 0.02% -599 13F-HR/A Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 6,768 $645K 0.07% -4,391 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 6,769 $645K 0.36% +11 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 6,721 $641K 0.35% -66 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,704 $639K 0.01% +1,591 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,470 $617K 0.03% +31 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 6,422 $612K 0.27% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 6,400 $610K 0.13% 0 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 6,261 $597K 0.25% -432 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,242 $595K 0.27% +62 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 6,116 $583K 0.62% -997 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,005 $572K <0.01% 0 13F-HR Timeline Group Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 5,968 $569K 0.3% +87 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 5,725 $546K <0.01% -10,810 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 5,727 $546K 0.34% +63 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,634 $537K 0.02% -16 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,569 $531K <0.01% -52 13F-HR Timeline Group WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 5,550 $529K 0.51% +657 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 5,510 $525K 0.01% +916 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 5,484 $523K 0.09% -899 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 5,462 $521K 0.06% new 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 5,412 $516K 0.12% +19 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 5,392 $514K 0.36% 0 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 5,342 $509K 0.1% -212 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 5,342 $509K 0.1% -212 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,330 $508K 0.09% +532 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,316 $507K 0.02% +886 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 5,297 $505K 0.2% -1,602 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,258 $501K 0.01% +2,185 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,243 $500K 0.05% +167 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,194 $495K 0.05% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 5,181 $494K 0.24% +2,569 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 5,129 $489K 0.16% +41 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,112 $487K 0.02% +1,179 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,002 $477K 0.02% +2 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,931 $470K 0.01% +531 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,927 $470K 0.01% 0 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 4,926 $469K 0.3% new 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,904 $467K 0.69% -1 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,847 $462K 0.02% -67,099 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 4,799 $457K 0.18% -164 13F-HR/A Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,796 $457K 0.09% new 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 4,755 $450K 0.16% -2,737 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 4,690 $447K 0.05% -208 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,633 $442K 0.03% -50 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,643 $440K 0.08% +709 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 4,508 $430K 0.11% -677 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 4,493 $428K 0.56% +2,804 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 4,492 $428K 0.13% +10 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,473 $426K 0.01% +1,965 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 4,450 $424K 0.01% 0 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 4,408 $420K 0.26% -5,650 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,367 $416K 0.01% -320 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,255 $406K 0.01% -144 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,246 $405K 0.31% -9,500 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 4,228 $403K 0.06% -50 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 4,214 $402K 0.04% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 4,156 $396K 0.01% +1,675 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,136 $394K <0.01% -10,495 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,097 $390K 0.01% -2,501 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 4,093 $390K 0.13% +804 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,036 $385K 0.01% -291 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,030 $384K 0.03% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,000 $381K 0.01% -18,953 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 3,988 $380K 0.22% -301 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 3,949 $376K <0.01% -4,629 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,943 $376K 0.15% +57 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,942 $376K 0.01% -1 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,927 $372K 0.03% new 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 3,903 $372K 0.01% +528 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,903 $372K 0.01% new 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 3,855 $367K <0.01% new 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 3,815 $364K <0.01% +85 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 3,800 $362K 0.27% -100 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 3,779 $360K <0.01% -225 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 3,764 $359K 0.01% -80 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,667 $349K 0.03% +1,437 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,643 $347K 0.09% +40 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 3,612 $344K 0.06% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,573 $340K <0.01% +868 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,636 $339K 0.13% -328 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 3,512 $335K 0.33% +121 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 3,497 $333K 0.66% +530 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 3,472 $329K 0.34% +1 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,445 $328K 0.01% -6,026 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,424 $325K 0.03% -182 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,352 $319K 0.01% -209 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 3,336 $318K 0.04% new 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 3,320 $316K 0.2% +30 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 3,311 $316K 0.23% -633 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,298 $314K 0.01% +426 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,288 $313K <0.01% +2,036 13F-HR/A Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,214 $306K <0.01% -393 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 3,214 $306K <0.01% -393 13F-HR/A Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 3,185 $304K 0.26% 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 3,127 $298K 0.11% -4 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 3,245 $296K 0.1% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,106 $296K 0.01% -75 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 3,078 $293K 0.01% -264 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,048 $290K 0.01% -43 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 3,020 $288K 0.13% -511 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 3,000 $286K <0.01% new 13F-HR Timeline Group ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 2,989 $285K 0.09% -85,857 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,990 $285K <0.01% -541 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 2,971 $283K 0.29% -14,336 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,895 $274K 0.22% 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,864 $273K 0.1% -751 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 2,845 $271K 0.2% +23 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 2,824 $269K 0.2% +19 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,806 $267K 0.03% -58 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,765 $264K 0.01% new 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,696 $257K 0.01% +9 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,681 $255K 0.01% new 13F-HR/A Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,651 $253K 0.02% +22 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,649 $252K 0.04% -348 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 2,623 $250K 0.38% -747 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 2,613 $249K 0.28% -170 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,613 $249K 0.02% new 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 2,598 $248K <0.01% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,580 $246K <0.01% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,580 $246K 0.06% -8,103 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,558 $244K 0.02% +78 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 2,546 $243K 0.16% -1 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 2,526 $241K 0.09% new 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 2,525 $241K 0.11% +8 13F-HR Timeline Sunbelt Securities, Inc. 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