StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 39,618 $2M 0.64% -4,843 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 39,397 $1.99M 0.81% -2,923 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 39,115 $1.98M 0.39% +4,500 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 38,994 $1.97M 0.08% +24,518 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 38,838 $1.96M 0.04% -3,863 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 38,747 $1.96M 0.65% -1,671 13F-HR Timeline Benchmark Financial, LLC More: the full row for Benchmark Financial, LLC 38,724 $1.96M 1.6% -645 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 38,488 $1.95M 0.42% -2,837 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 38,444 $1.94M 0.29% -291,912 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 37,873 $1.92M 0.28% -33,553 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 37,628 $1.9M 0.01% -16,540 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 37,298 $1.89M 0.1% +321 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 36,811 $1.86M 1.29% -3,128 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 36,807 $1.86M 1.19% -3,014 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 36,806 $1.86M 0.24% +4,583 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 36,335 $1.84M 0.53% +7,485 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 36,222 $1.83M 0.95% +1,233 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 36,192 $1.83M 0.12% +5,238 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 35,660 $1.8M 0.02% -5,025 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 35,633 $1.8M 0.06% +721 13F-HR Timeline Group Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 35,614 $1.8M 0.11% +827 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 35,565 $1.8M 0.44% +82 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 35,451 $1.79M 0.36% -27,938 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 35,432 $1.79M 0.78% +5,166 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 35,085 $1.77M 0.09% -1,631,248 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 35,003 $1.77M 0.58% -29,782 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 34,917 $1.77M 1.32% +239 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 34,790 $1.76M 1.21% +3,572 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 34,713 $1.76M 0.6% -978 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 34,517 $1.75M 0.27% -22,763 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 34,086 $1.72M 0.83% +3,494 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 33,883 $1.71M -4,051 Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 33,674 $1.7M 0.03% -2,078 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 33,551 $1.7M 0.35% -15,286 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 32,699 $1.65M 0.48% new 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 32,500 $1.64M 0.21% +16,000 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 32,327 $1.63M 0.35% +707 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 32,247 $1.63M 0.4% -10,463 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 31,504 $1.59M 0.11% +1,756 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 31,245 $1.58M 0.49% +18,309 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 31,035 $1.57M 0.06% +1,129 13F-HR Timeline Group Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 30,865 $1.56M 0.95% +3,004 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 30,855 $1.56M 0.04% +1,497 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 30,738 $1.55M 0.76% +4,941 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 30,624 $1.55M 0.02% -3,960 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 30,366 $1.54M 0.05% -32,410 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 30,309 $1.53M 0.05% +853 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 30,164 $1.53M 0.15% -102,705 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 29,853 $1.51M 0.1% -8,027 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 29,831 $1.51M 0.45% -6,096 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 29,810 $1.51M 0.6% +459 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 29,785 $1.51M 1.08% -2,400 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 29,515 $1.49M 0.02% +4,141 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 29,451 $1.49M 0.06% -391 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 29,392 $1.49M 1.32% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 29,346 $1.48M 0.07% +3,464 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 29,282 $1.48M 1.05% -3,210 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 29,056 $1.47M 0.05% +7,077 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 28,158 $1.42M 0.59% +204 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 27,756 $1.4M 0.27% +3,646 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 27,603 $1.4M 0.13% -13,620 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 27,354 $1.38M 0.07% -10,232 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 27,352 $1.38M 0.24% +4,049 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 26,963 $1.36M 0.03% -9,899 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 26,950 $1.36M 0.13% new 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 26,933 $1.36M 0.02% +186 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 26,815 $1.36M 0.17% -145 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 26,812 $1.36M 0.01% +3,299 13F-HR Timeline Group Essex LLC More: the full row for Essex LLC 26,791 $1.35M 0.21% -27,419 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 26,763 $1.35M 0.1% +248 13F-HR Timeline Copper Harbor Investment Advisors, LLC More: the full row for Copper Harbor Investment Advisors, LLC 26,573 $1.34M 0.28% 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 26,477 $1.34M 0.07% +1,900 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 26,475 $1.34M 0.14% -495 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 26,429 $1.34M 0.55% -239,109 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 26,347 $1.33M 0.24% -241 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 25,819 $1.31M 0.66% -1,160 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 25,800 $1.3M 0.25% +100 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 25,794 $1.3M 0.81% -1,689 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 25,785 $1.3M 0.03% +5,711 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 25,721 $1.3M 0.05% new 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 25,631 $1.3M 0.39% -4,051 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 25,290 $1.28M 0.84% -1,236 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 25,171 $1.27M 0.8% -1,609 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 25,036 $1.27M 0.01% +2,952 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 24,962 $1.26M <0.01% -17,130 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 24,926 $1.26M 0.1% +1,700 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 24,915 $1.26M 0.08% -3,032 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 24,794 $1.25M 0.03% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 24,785 $1.25M 0.39% -4,521 13F-HR Timeline Entruity Wealth, LLC More: the full row for Entruity Wealth, LLC 24,654 $1.25M 0.81% -6,887 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 24,600 $1.24M 0.06% -5,287 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 24,019 $1.21M 0.15% +6,928 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 24,003 $1.21M 0.3% -3,094 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 16,755 $1.21M 0.38% +9,190 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 23,524 $1.19M 0.06% -827 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 23,249 $1.18M 0.57% +2,264 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 23,237 $1.18M 0.07% +594 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 22,855 $1.16M 0.43% +7,632 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 22,442 $1.13M 0.35% +2,016 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 21,988 $1.11M 0.31% +1,443 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 21,645 $1.09M 0.17% +700 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 21,477 $1.09M 0.87% -2,050 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 21,428 $1.08M 0.81% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 21,396 $1.08M 0.12% -199 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 21,419 $1.08M 0.59% -725 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 21,295 $1.08M 0.58% -893 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 21,292 $1.08M 0.02% -2,808 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 21,181 $1.07M 0.13% +665 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 21,059 $1.06M 0.21% -5,061 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 20,859 $1.05M 0.02% +16,705 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 20,850 $1.05M 0.65% -650 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 20,796 $1.05M 0.06% +3,904 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 20,700 $1.05M 0.27% +14,464 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 20,681 $1.05M 0.15% -1,783 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 20,306 $1.03M 0.27% -763 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 20,234 $1.02M 0.21% +10,117 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 20,133 $1.02M 0.02% +2,637 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 20,094 $1.02M 0.05% +7,717 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 20,051 $1.01M 0.03% +5,840 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 19,999 $1.01M 0.16% -2,311 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 19,950 $1.01M 0.2% -85,260 13F-HR Timeline Group WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 19,900 $1.01M 0.72% -945 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 19,706 $997K 0.48% -21,313 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 19,343 $978K 0.13% -592 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 19,314 $977K 0.07% +555 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 19,207 $971K 0.1% +2,234 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 19,191 $970K 0.66% -4,287 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 19,170 $969K 0.62% +625 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 19,089 $965K 0.25% -746 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 19,064 $964K 0.37% -7,070 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 18,970 $959K 0.3% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 18,662 $944K 0.08% -6,384 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 18,638 $943K 0.12% -1,291 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 18,626 $942K 0.18% -801 13F-HR/A Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 18,593 $940K 0.21% -3,627 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 18,468 $934K 0.09% +10,662 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 18,451 $933K 0.1% +63 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 18,431 $932K 0.58% +187 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 18,318 $926K 0.2% -9,440 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 18,262 $924K 0.34% +1,400 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 18,213 $921K 0.37% -710 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 18,091 $915K 0.52% 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 18,047 $912K 0.69% +5,465 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 17,937 $907K 0.3% 0 13F-HR/A Timeline NVWM, LLC More: the full row for NVWM, LLC 17,912 $906K 0.18% -29,886 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 17,562 $888K 0.41% +141 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 17,434 $882K 0.03% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 17,428 $881K 0.25% -1,066 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 17,422 $881K 0.2% -357 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 17,421 $881K 0.26% 0 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 17,410 $880K 0.19% +2,814 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 17,408 $880K 0.04% -6,665 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 17,374 $878K 0.04% -3,401 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 17,339 $877K 0.28% -28,510 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 17,281 $874K 0.48% +3,887 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 17,269 $873K 0.29% +1,705 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 17,035 $861K 0.48% +2,380 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 16,664 $843K 0.02% -588,077 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 16,660 $843K 0.47% +735 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 16,268 $823K 0.17% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 16,258 $822K 0.55% -2,236 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 16,135 $816K 0.12% +4,437 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 16,119 $815K 0.51% +669 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 16,102 $814K 0.24% -120 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 16,063 $812K 0.06% -1,803 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 16,003 $809K 0.07% -939 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 15,987 $808K 0.06% 0 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 15,983 $808K 0.1% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 15,891 $804K 0.01% -9,772 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 15,831 $801K 0.15% +2,263 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 15,788 $798K 0.04% -1,100 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 15,775 $798K <0.01% +764 13F-HR Timeline Group Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 15,558 $787K 0.21% +714 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 15,548 $786K 0.08% +100 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 15,542 $786K 0.01% +2,374 13F-HR Timeline Group Affiance Financial, LLC More: the full row for Affiance Financial, LLC 15,516 $785K 0.11% -19 13F-HR Timeline Nepsis Inc. More: the full row for Nepsis Inc. 15,480 $783K 0.27% +73 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 15,450 $779K 0.26% +200 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 15,408 $777K 0.19% -5,350 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 15,229 $770K 0.07% -357 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 15,090 $763K 0.04% +20 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 15,046 $761K 0.02% 0 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 14,976 $757K 0.41% -3,116 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 14,952 $756K 0.05% -6,544 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 14,880 $752K 0.5% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 14,830 $750K 0.11% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 14,721 $744K 0.11% +9,945 13F-HR Timeline CX Institutional More: the full row for CX Institutional 14,633 $740K 0.02% -9,339 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 14,547 $736K 0.23% -164 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 14,478 $732K 0.02% -845 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 14,308 $724K 0.29% -2,204 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 14,143 $715K 0.5% -2,872 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 14,087 $712K 0.34% 0 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 14,085 $712K 0.22% -26,460 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 14,004 $708K 0.26% -1,400 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 13,937 $705K 0.01% new 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $700K 0.17% 0 13F-HR Timeline Amount filed as zero, left out of ratios. SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 13,793 $698K 0.08% -590 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 13,673 $691K 0.23% +1,417 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 13,624 $689K 0.02% 0 13F-HR Timeline