Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 35,653 $3.59M 2.42% +11,279 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 35,292 $3.55M 0.03% -5,413 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 34,517 $3.47M 1.25% +1,168 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 34,426 $3.46M 1.58% -11,506 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 34,252 $3.45M 2.31% -39 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 34,153 $3.44M 1.41% +2,651 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 34,030 $3.42M 0.03% -697 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 33,511 $3.37M 0.04% +27,334 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 33,051 $3.33M 0.08% +3,585 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 33,022 $3.32M 0.77% -3,281 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 32,520 $3.27M <0.01% -56,004 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 32,428 $3.26M 0.7% -3,263 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 31,773 $3.2M 1.87% +6,860 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 31,351 $3.15M 0.43% +6,124 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 31,349 $3.15M 0.02% -71 13F-HR/A Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 31,248 $3.14M 2.67% +546 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 30,703 $3.09M 0.83% -274 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 30,176 $3.04M 0.54% +4,591 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 30,013 $3.02M 0.38% -402 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 29,826 $3M 0.42% +6,096 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 29,624 $2.98M 0.58% +13,809 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 29,550 $2.97M 0.1% +810 13F-HR Timeline Group TD Waterhouse Canada Inc. 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More: the full row for INTEGRITY ALLIANCE, LLC. 25,067 $2.52M 0.1% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 25,049 $2.52M 0.07% +2,044 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 24,798 $2.5M 0.25% +682 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 24,773 $2.49M 1.35% +2,150 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 24,636 $2.48M 1.66% +300 13F-HR Timeline Financial Strategies Group, Inc. 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More: the full row for Peregrine Asset Advisers, Inc. 23,291 $2.34M 0.88% -50 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 23,195 $2.33M 0.15% +3,337 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 23,187 $2.32M 0.06% +7,117 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 23,070 $2.32M 0.3% +2,361 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 21,988 $2.21M 0.03% -226,012 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 21,427 $2.16M 0.05% -955 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 21,402 $2.15M 1.96% -118 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 21,291 $2.14M 0.17% +7,785 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 21,123 $2.13M 0.94% +2,539 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 20,545 $2.07M <0.01% +17,651 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 20,507 $2.06M 0.13% +7 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 20,506 $2.06M 1.82% -295 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 20,313 $2.04M 1.26% +465 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 20,130 $2.03M 0.09% +11,196 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 20,097 $2.02M 2.48% -255 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 20,054 $2.02M 2.38% -1,082 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 20,038 $2.02M 0.69% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 19,477 $1.96M 0.01% -184 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 19,340 $1.95M 0.12% +1,189 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 19,003 $1.91M 0.08% +2,240 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 19,003 $1.91M 0.33% +806 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 18,833 $1.89M 0.05% +11,249 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 18,848 $1.89M 0.62% 0 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 18,610 $1.87M 0.13% -254 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 18,536 $1.87M <0.01% -26,172 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 18,451 $1.86M 0.04% -3,878 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 18,400 $1.85M 0.44% -3,000 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 18,388 $1.85M 0.17% -5,789 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 18,379 $1.85M 0.21% -2,199 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 18,279 $1.84M 0.06% +643 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 18,269 $1.84M 0.26% +684 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 18,169 $1.83M <0.01% -81,164 13F-HR/A Timeline Group Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 18,028 $1.81M 0.79% +4,820 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 17,605 $1.77M 0.29% +7,702 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 17,571 $1.77M 1.95% +750 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 17,460 $1.76M 0.08% +1,000 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 17,452 $1.76M 0.01% +1,225 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 17,090 $1.72M 0.23% -3,500 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 16,790 $1.69M 1.73% -7,184 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 16,686 $1.68M 0.38% +334 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 16,639 $1.67M 0.68% +14,641 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 16,383 $1.65M 0.86% -1,955 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 16,354 $1.65M 0.02% -222 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 15,468 $1.56M 0.36% +1,494 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 15,442 $1.55M 0.04% +3,855 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 14,991 $1.51M 0.04% +14,956 13F-HR Timeline Group Delta Financial Group, Inc. 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More: the full row for WESCAP Management Group, Inc. 14,551 $1.46M 0.36% -1,278 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 14,495 $1.46M 0.11% -1,072 13F-HR/A Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 14,395 $1.45M 0.08% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 14,389 $1.45M 0.22% -1,334 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 14,298 $1.44M 0.35% 0 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 14,170 $1.43M 0.08% +4,455 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 14,055 $1.41M 0.55% +3,430 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 13,958 $1.4M 0.11% -500 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 13,987 $1.4M 0.2% -400 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 13,818 $1.39M 0.04% -961 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 13,733 $1.38M 0.11% +76 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 13,637 $1.37M 0.02% -515 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 13,482 $1.36M 0.47% +190 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 13,463 $1.35M 0.04% +39 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 13,396 $1.35M 0.58% +6,511 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 13,247 $1.33M <0.01% -208 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 13,247 $1.33M 0.51% -1,196 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 13,211 $1.33M 0.1% -4,864 13F-HR Timeline Group Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 13,187 $1.33M 1.33% +1,552 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 13,078 $1.32M <0.01% -150 13F-HR Timeline Group FCA CORP /TX More: the full row for FCA CORP /TX 13,060 $1.31M 0.42% -280 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 12,997 $1.31M 0.38% -857 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 12,946 $1.3M 1.17% +4,347 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 12,962 $1.3M 0.54% new 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 12,928 $1.3M 1.02% +8,404 13F-HR/A Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 12,722 $1.28M 0.14% -671 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 12,500 $1.26M 0.3% +4,100 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 12,459 $1.25M 0.17% +486 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,268 $1.23M 0.04% +731 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 12,203 $1.23M 0.68% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 12,175 $1.23M 0.03% -1,190 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 11,943 $1.2M 0.69% -404 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 11,944 $1.2M 0.03% 0 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 11,843 $1.19M 0.22% +5,818 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 11,825 $1.19M 0.05% -116 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 11,539 $1.16M 0.02% +35 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 11,529 $1.16M <0.01% -4,238 13F-HR Timeline Group Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 11,443 $1.15M 0.68% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,338 $1.14M 0.05% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,329 $1.14M 0.09% +5,259 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 11,372 $1.14M 0.04% -22,774 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 11,298 $1.14M 0.47% +3,218 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 11,272 $1.13M 0.01% -2,455 13F-HR/A Timeline Group Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 11,100 $1.12M 0.52% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 11,037 $1.11M <0.01% 0 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 11,032 $1.11M 0.76% +1,641 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 10,944 $1.1M 0.59% -349 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 10,843 $1.09M 0.15% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 10,756 $1.08M 0.01% new 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 10,792 $1.08M 0.18% -4,873 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 10,719 $1.08M 0.89% -7,865 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 10,718 $1.08M 0.13% -4 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 10,680 $1.07M 0.41% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 10,546 $1.06M 0.02% -1,879 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 10,513 $1.06M 0.17% -19 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 10,438 $1.05M 0.35% -334 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 10,398 $1.05M 0.76% 0 13F-HR Timeline Financial Management Professionals, Inc. 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More: the full row for Essential Planning, LLC. 9,939 $1M 0.4% -542,602 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 9,917 $998K 0.02% +6,596 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,914 $998K 0.1% -550 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 9,796 $986K 0.14% +1,340 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 9,718 $978K 0.64% -1,294 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 9,690 $975K 0.28% -250 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,645 $970K 0.04% +3,415 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 9,671 $968K 0.86% +445 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 9,579 $964K 0.05% -5,170 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 9,543 $960K 0.12% +3,947 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 9,526 $959K 0.58% +769 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 9,488 $955K 0.65% -4,746 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 9,479 $954K 0.38% -886 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 9,460 $952K 1.04% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 9,384 $944K 0.12% +468 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 9,235 $929K 0.3% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 9,227 $928K 0.12% -6,575 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,989 $904K 0.02% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,847 $890K <0.01% +5,491 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 8,847 $890K 0.01% -3,866 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 8,836 $889K 0.09% -1,683 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,824 $888K 0.02% +5,481 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 8,808 $884K 0.14% +6,310 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 8,708 $876K 0.43% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,641 $869K 0.09% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 8,627 $868K 0.54% +56 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,538 $859K 0.06% +4,120 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 8,391 $844K 0.45% +388 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 8,374 $843K 0.01% new 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,369 $842K 0.04% +2,499 13F-HR Timeline Group BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 8,291 $834K 0.41% +4,699 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 8,266 $830K 0.17% -458 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 8,175 $823K 0.03% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 8,134 $818K 0.1% -1,209 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 8,115 $816K 0.01% -4,360 13F-HR Timeline Group