Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 10,344 $4.16M 1.23% 0 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 10,267 $4.13M 1.47% -333 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 10,264 $4.13M 0.49% -1,633 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 10,122 $4.07M 0.14% -348 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 9,923 $3.99M 1.51% +26 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 9,829 $3.96M <0.01% -869 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 9,671 $3.89M 2.44% -70 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 9,558 $3.85M 0.3% -4,441 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 9,357 $3.77M 0.18% +248 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 9,355 $3.76M 0.36% -1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9,194 $3.7M 0.13% +453 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,190 $3.7M 0.03% -10 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 9,165 $3.69M 0.54% -214 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 9,153 $3.68M 0.35% -912 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,149 $3.68M 0.24% -155 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 9,115 $3.67M 2.87% 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 9,074 $3.65M 1.41% +384 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 9,058 $3.65M 0.05% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 9,044 $3.64M 0.25% +1 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 9,011 $3.63M 0.54% +207 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 9,000 $3.62M 1.1% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,736 $3.52M 0.13% +271 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 8,720 $3.51M 0.37% +75 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 8,612 $3.47M 1.81% -194 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 8,640 $3.45M 0.46% +3,643 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,484 $3.41M 0.12% +7,488 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 8,447 $3.4M 0.17% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 8,430 $3.39M 0.08% -50 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,398 $3.38M 0.03% -72,210 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 8,288 $3.34M +734 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,129 $3.27M 0.01% +464 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 8,969 $3.23M 1.32% +6,348 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 7,997 $3.22M 0.1% 0 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 7,938 $3.19M 1.69% -1,989 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 7,858 $3.16M 0.36% +574 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 7,695 $3.14M 0.17% +1,269 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,799 $3.14M 0.04% -53 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,491 $3.01M 0.01% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 7,415 $2.98M 0.1% +1,578 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,403 $2.98M 0.05% -838 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,383 $2.97M 0.08% -631 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,346 $2.96M 0.02% -1,375 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 7,449 $2.94M 0.86% +1,780 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 7,305 $2.94M 1.98% +8 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,217 $2.94M 0.16% -53 13F-HR/A Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 7,274 $2.93M 0.18% +332 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 7,296 $2.92M 1.48% +8 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 7,041 $2.83M 1.7% -311 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,033 $2.83M 0.06% +252 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,024 $2.83M 0.02% +1,178 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,014 $2.82M 0.11% -6,065 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 6,786 $2.73M 0.24% +274 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,756 $2.72M 0.09% +400 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 6,735 $2.71M 0.65% +2,153 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 6,623 $2.67M <0.01% +149 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 6,587 $2.65M 0.02% +741 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 6,520 $2.62M 0.03% -144 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 6,448 $2.59M 0.89% 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 6,433 $2.59M 1.66% -36 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 6,423 $2.58M 1.96% +438 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 6,415 $2.58M 0.46% -142 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 6,400 $2.58M 1.11% +225 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 6,382 $2.57M 0.08% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 6,369 $2.56M 1.1% +8 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 6,330 $2.55M 1.07% -321 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 6,233 $2.51M 1.26% +4,554 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 6,220 $2.5M 1.71% 0 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 6,200 $2.5M 1.82% -37 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 6,196 $2.49M 0.33% -434 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,134 $2.47M 0.11% +284 13F-HR Timeline Group Causey Wealth LLC More: the full row for Causey Wealth LLC 6,114 $2.46M 1.2% -136 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 6,099 $2.45M 1.73% +47 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,063 $2.44M 0.01% +1,986 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,060 $2.44M 0.31% +52 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,049 $2.43M 0.1% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,019 $2.42M 0.09% +13 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 5,992 $2.41M 0.64% -26 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,827 $2.38M 0.05% +467 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,888 $2.37M 0.15% -30 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,756 $2.32M 0.11% -348 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,725 $2.3M 0.01% +1,703 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,703 $2.3M 0.05% +7 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,688 $2.29M 0.07% +804 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,638 $2.27M 0.07% +1,795 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,617 $2.26M 0.21% +27 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 5,558 $2.24M 0.57% -18 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,544 $2.23M 0.01% +95 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,535 $2.23M <0.01% +198 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,466 $2.2M 0.04% +985 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 5,392 $2.17M 0.13% +263 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 5,384 $2.17M 0.03% new 13F-HR/A Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 5,288 $2.13M 0.01% +3,491 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,218 $2.1M 0.22% +130 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 5,212 $2.1M <0.01% +746 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,182 $2.09M 0.39% -13 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,174 $2.08M 0.08% +533 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 5,084 $2.05M 0.63% +5 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 4,991 $2.01M 0.32% +1,188 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 4,941 $1.99M 0.84% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,883 $1.96M 0.61% +376 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,839 $1.95M 0.01% +385 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 4,805 $1.93M 0.65% +1 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,717 $1.9M 0.08% +1,349 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 4,684 $1.88M 1.62% -70 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 4,526 $1.82M 0.57% new 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 4,269 $1.8M 0.86% -115 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,436 $1.79M 0.02% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 4,346 $1.75M 1.34% -56 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 4,335 $1.75M 0.17% 0 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 4,338 $1.75M 0.99% +190 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,286 $1.72M <0.01% -45 13F-HR Timeline Group Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 4,080 $1.7M 0.71% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,218 $1.7M 0.03% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,040 $1.7M 0.15% -213 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,208 $1.69M 0.06% +217 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,206 $1.69M 0.16% +4 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 4,200 $1.69M 0.99% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,177 $1.68M 0.06% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,151 $1.67M 0.45% -154 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 4,119 $1.67M 0.13% +289 13F-HR Timeline Group Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 4,138 $1.67M 1.22% -60 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 4,132 $1.66M 1.32% -342 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 4,127 $1.66M 0.03% +4 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,102 $1.65M 0.02% +254 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,095 $1.65M 0.08% +463 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,058 $1.63M 0.1% -666 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 4,050 $1.63M 0.11% -4,644 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,042 $1.63M 0.02% +4 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,034 $1.62M 0.03% +468 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,004 $1.61M <0.01% -5 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,000 $1.61M 0.06% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,961 $1.59M 0.02% 0 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 3,920 $1.58M 0.15% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,891 $1.57M 0.03% -39 13F-HR Timeline American Trust More: the full row for American Trust 3,886 $1.56M 0.13% -109,405 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,867 $1.56M 0.02% 0 13F-HR Timeline Group Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 3,822 $1.54M 0.48% +848 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,792 $1.53M 0.21% -148 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,764 $1.52M 0.04% 0 13F-HR Timeline Group Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 3,743 $1.51M 0.45% +441 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 3,720 $1.5M 0.96% -21 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 3,699 $1.49M 1.29% -130 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,622 $1.46M <0.01% new 13F-HR Timeline Group Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,595 $1.45M 0.22% -3 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,598 $1.45M 0.03% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,596 $1.45M 0.11% -175 13F-HR/A Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 3,574 $1.44M 0.84% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,569 $1.44M 0.02% +421 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,553 $1.43M 0.07% -289 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,543 $1.43M 0.09% +2 13F-HR Timeline Hoffman, Alan N Investment Management More: the full row for Hoffman, Alan N Investment Management 3,519 $1.42M 0.62% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 3,500 $1.41M <0.01% -7,400 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 3,263 $1.38M 0.05% -14 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,432 $1.38M 0.08% -53 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 3,427 $1.38M 0.25% -900 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,420 $1.38M 0.1% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,408 $1.37M 0.12% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,400 $1.37M 0.18% +774 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 3,400 $1.37M 0.78% +996 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,380 $1.36M 0.03% +2,496 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,375 $1.36M 0.85% +175 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,369 $1.36M 0.08% -5,823 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,358 $1.35M 0.06% 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,293 $1.33M 0.05% -788 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,291 $1.32M <0.01% -277 13F-HR Timeline Group STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 3,614 $1.32M 0.16% 0 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 3,250 $1.31M 1.26% 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,240 $1.3M 0.02% +692 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 3,231 $1.3M 0.02% -9 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,223 $1.3M 0.08% +131 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,182 $1.28M <0.01% -485 13F-HR Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 3,132 $1.26M 0.11% -81 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,108 $1.25M 0.03% +1,390 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,076 $1.24M 0.83% +76 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,023 $1.22M 0.03% +1,937 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,014 $1.21M 0.02% -187 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,009 $1.21M 0.18% +131 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 2,991 $1.2M 0.31% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,984 $1.2M 0.07% +4 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,936 $1.18M 0.39% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,910 $1.17M 0.03% +374 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 2,907 $1.17M 0.88% +304 13F-HR Timeline Institute for Wealth Management, LLC. 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