MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 13,898 $1.35M 0.15% +1,805 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 13,858 $1.35M <0.01% new 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 13,797 $1.34M 0.03% new 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 13,574 $1.32M 0.22% +2,623 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 13,532 $1.32M 0.18% +525 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 13,478 $1.31M 0.03% -8,304 13F-HR Timeline Group Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 13,395 $1.3M 0.56% +7,897 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 16,124 $1.29M 0.03% +2,047 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 13,273 $1.29M 1.38% 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 13,148 $1.28M 0.47% +1,160 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 12,982 $1.27M <0.01% +474 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 12,853 $1.25M 0.1% new 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 12,820 $1.25M 0.06% +15 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 12,665 $1.23M 0.01% 0 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,535 $1.22M <0.01% -9,475 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 12,199 $1.19M 0.01% -77 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 12,067 $1.17M 0.05% -772 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 11,952 $1.16M 0.18% +1,812 13F-HR/A Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 11,955 $1.16M 1.14% 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,658 $1.13M 0.06% +61 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 11,642 $1.13M 0.01% -8 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,632 $1.13M <0.01% +2,838 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 11,626 $1.13M 0.04% -5,679 13F-HR Timeline Group Global View Capital Management LLC More: the full row for Global View Capital Management LLC 11,602 $1.13M 0.21% -12,077 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 11,362 $1.1M 1.75% +280 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 11,307 $1.1M 0.09% -14,250 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 11,205 $1.09M 0.02% -77 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 11,205 $1.09M 0.67% -1,036 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 11,138 $1.08M 0.22% +1,535 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 11,110 $1.08M 0.03% new 13F-HR Timeline Group Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 11,082 $1.08M 0.31% +1,315 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,003 $1.07M 0.01% -736 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 10,886 $1.06M 0.05% +602 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 10,746 $1.04M 0.07% +1,419 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 10,697 $1.04M 0.07% +562 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 10,629 $1.03M 0.39% -32,113 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 10,453 $1.02M 0.58% -157 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 10,443 $1.02M 0.01% -3,952 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 10,180 $990K 0.01% -26 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,046 $977K 0.02% -695 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 9,979 $970K 0.03% -465 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 9,978 $970K 0.01% -583 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 9,473 $921K 0.03% -97 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 9,448 $918K 0.91% 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 9,276 $902K 0.33% -24,907 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 9,254 $900K 0.26% -3,518 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 9,198 $894K 0.33% +140 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 9,158 $890K 0.26% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,016 $876K <0.01% +3,892 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,852 $861K 0.01% +85 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 8,833 $859K 0.21% +96 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 8,647 $841K <0.01% -10,842 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 8,636 $840K 0.49% 13F-HR Timeline TEACHERS RETIREMENT SYSTEM OF THE STATE… More: the full row for TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 8,621 $838K 0.01% 0 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 8,587 $835K 0.15% +3,794 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 8,564 $833K 0.35% new 13F-HR Timeline Cedrus Wealth Group LLC More: the full row for Cedrus Wealth Group LLC 8,149 $792K 0.73% 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 8,132 $791K 0.26% -2,547 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 8,004 $782K 0.19% -69 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7,985 $776K 0.06% -515 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 7,769 $755K <0.01% -2,632 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 7,743 $753K <0.01% 0 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,671 $746K 0.03% -970 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 13,035 $732K 0.52% new 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 7,517 $731K 0.07% +80 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 7,430 $723K 0.07% -2,108 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 7,418 $721K 0.06% +303 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,383 $718K 0.01% -8,471 13F-HR Timeline Group Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 7,148 $695K 0.59% +272 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 6,937 $673K 0.22% -4,243 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,920 $673K 0.02% +105 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 6,913 $672K 0.11% -8 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 6,801 $661K 0.28% +53 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 6,689 $650K 0.21% +1,682 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 6,633 $645K 0.06% +4,377 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 6,749 $644K 3.82% -1,851 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 6,568 $638K 0.39% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 6,500 $632K 0.1% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,470 $629K 0.02% +1,289 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 6,353 $618K 0.22% +107 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,302 $613K 0.21% +50 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 6,297 $612K 0.1% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,281 $611K 0.01% +631 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. 6,100 $593K 0.08% 0 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 6,080 $591K 0.21% +727 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,049 $588K 0.31% +128 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 6,046 $588K 0.01% 0 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,966 $580K 0.06% +89 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 5,812 $569K 0.38% +137 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 69,092 $562K 0.3% new 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 5,617 $546K -7,593 Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 5,579 $542K 0.08% -525 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,529 $537K 0.07% +158 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 5,494 $534K 0.27% 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 5,493 $534K <0.01% +1,544 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,448 $530K 0.02% +14 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 5,402 $525K 0.39% 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,380 $523K <0.01% -108 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 5,308 $516K 0.05% 0 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 5,293 $515K 0.12% +435 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 5,268 $512K 0.65% 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 5,196 $505K 0.06% +65 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,154 $501K 0.02% -3,146 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 5,139 $500K <0.01% -878,029 13F-HR Timeline Group ARWA LLC More: the full row for ARWA LLC 5,124 $498K 0.29% 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,103 $496K 0.02% +1,600 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 5,060 $492K 0.14% +132 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 5,009 $487K 0.06% +958 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,002 $486K 0.02% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,982 $484K <0.01% -7,774 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,927 $479K 0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 4,925 $479K <0.01% -66,893 13F-HR Timeline Group Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,905 $477K 0.61% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,788 $465K 0.02% +100 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 4,676 $455K 0.45% 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 4,658 $453K 0.1% -135 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,561 $443K 0.04% +576 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 4,509 $439K 0.43% new 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 $433K 0.01% 0 13F-HR Timeline Group Single Point Partners, LLC More: the full row for Single Point Partners, LLC 4,422 $430K 0.08% +30 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,413 $429K 0.01% -8,982 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,401 $428K 0.02% -761 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,396 $427K <0.01% -1,717 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,371 $425K <0.01% +776 13F-HR/A Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 4,370 $425K 0.14% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,282 $416K 0.01% -60,499 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,242 $412K <0.01% +410 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 4,232 $411K 0.11% +55 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,197 $408K 0.06% +17 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,187 $407K 0.01% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 4,174 $406K 0.05% +601 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 4,113 $400K 0.42% -242 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,036 $392K 0.01% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,030 $392K 0.03% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,027 $391K 0.01% -555 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,971 $386K 0.01% -62 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 3,966 $386K 0.1% 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,931 $382K <0.01% +193 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,869 $376K <0.01% -8,178 13F-HR Timeline Group National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,863 $376K 0.13% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,821 $371K 0.01% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,820 $371K 0.01% -191 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,809 $370K 0.01% -133 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 3,782 $368K 0.23% +545 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,838 $366K 0.1% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,716 $361K <0.01% -371 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,700 $360K 0.02% +1,342 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 3,700 $360K 0.24% -100 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,660 $356K <0.01% -68,730 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,641 $354K 0.02% +292 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 3,620 $352K 0.1% +283 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,538 $344K <0.01% -1,075 13F-HR Timeline Group Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 3,536 $344K 0.09% -786 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,526 $343K 0.01% -157 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,493 $340K 0.01% 0 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 3,434 $334K 0.28% +33 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,424 $333K 0.01% +124 13F-HR/A Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,352 $326K 0.01% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,347 $325K 0.03% 0 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 3,306 $321K 0.05% -72 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 3,245 $317K 0.06% 0 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 3,223 $313K 0.16% +15 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 3,212 $312K 0.09% +128 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 3,207 $312K 0.14% -1,578 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,193 $310K 0.01% +63 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 3,183 $309K 0.13% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,172 $308K 0.01% -2,228 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,153 $306K 0.01% +75 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 3,143 $306K 0.2% +10 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 3,100 $301K 0.13% -268 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 3,026 $294K 0.56% -5,359 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,006 $292K 0.01% new 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 3,000 $292K <0.01% 0 13F-HR Timeline Group October Effect Ltd More: the full row for October Effect Ltd 2,978 $289K 0.32% +49 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,972 $289K <0.01% -242 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,937 $286K 0.01% -361 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,921 $284K 0.01% -1,337 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,905 $282K <0.01% -335 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 2,892 $281K 0.28% 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 2,873 $281K 0.36% -880 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,854 $277K 0.01% new 13F-HR/A Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,825 $275K <0.01% new 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 2,803 $272K 0.07% +153 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 2,790 $271K 0.15% +47 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,776 $270K <0.01% -24,673 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 2,773 $270K 0.6% -9,120 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,765 $269K <0.01% 0 13F-HR Timeline Group Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 2,689 $261K 0.03% new 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,664 $259K 0.01% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,612 $256K 0.02% -1 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 2,624 $255K 0.16% +500 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 2,612 $254K 0.1% +411 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,610 $254K 0.01% new 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 2,598 $253K <0.01% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,568 $251K 0.03% -142 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,555 $248K 0.09% -2,588 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 2,538 $247K 0.17% +26 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,532 $246K <0.01% -5,047 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $244K 0.18% 0 13F-HR Timeline Amount filed as zero, left out of ratios. TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,500 $243K 0.09% 0 13F-HR Timeline