Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 31,508 $1.37M 1.04% -555 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 29,047 $1.35M 0.05% +1,806 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 31,004 $1.35M 0.04% +855 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 30,889 $1.35M <0.01% -41,861 13F-HR Timeline Group SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 30,543 $1.33M 0.28% -4,340 13F-HR/A Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 30,438 $1.33M 0.14% +196 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 30,237 $1.32M 0.34% -270 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 29,612 $1.29M 0.05% -1,509 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 29,469 $1.28M 0.07% +993 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 28,908 $1.26M 0.04% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 28,860 $1.26M 0.01% +28,569 13F-HR Timeline Group Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 28,739 $1.25M 0.2% +270 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 28,657 $1.25M 0.11% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 28,380 $1.24M 0.07% -204 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 28,376 $1.24M 0.08% +7,790 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 26,367 $1.2M 0.02% -679 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 27,215 $1.19M 0.14% +1,210 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 25,247 $1.18M 0.03% +5,397 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 26,549 $1.16M 0.04% +18,538 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 26,532 $1.16M 0.01% +3,874 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 26,427 $1.15M 0.73% -1,267 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 25,830 $1.15M 0.12% -24,663 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 26,268 $1.14M 0.09% +30 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 26,089 $1.14M 0.14% +1,093 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 25,995 $1.13M 0.94% +1,137 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 25,804 $1.12M <0.01% -4,978 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 25,537 $1.11M 0.1% +911 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 25,521 $1.11M <0.01% -6,742 13F-HR/A Timeline Group Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 25,199 $1.1M 0.46% -221 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 24,782 $1.08M 0.01% -1,321 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 24,693 $1.08M 0.03% -904 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 24,615 $1.07M 0.01% +1,028 13F-HR Timeline Group KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 23,393 $1.02M 0.24% +1,678 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 23,335 $1.02M 0.14% -8,764 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 22,672 $988K 0.02% -6,503 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 22,442 $978K <0.01% +20,833 13F-HR Timeline Group ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 22,391 $976K 0.67% -659 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 21,661 $974K 0.08% +5,862 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 22,204 $967K 0.08% -1,387 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 21,972 $958K 0.19% -377 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 21,831 $954K 0.36% -711 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 21,748 $948K 0.03% -5,982 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 21,435 $934K 0.04% +5,923 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 21,421 $934K 0.06% -735 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 21,334 $930K 0.48% new 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. 21,182 $923K 0.54% 13F-HR Timeline Group COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 21,070 $918K 0.04% -1,048 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 20,611 $907K 0.19% +3,845 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 20,768 $905K 0.09% -8,439 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 20,603 $898K 0.04% +156 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 20,417 $890K 0.06% +76 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 20,415 $890K 0.04% +901 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 20,330 $886K 1.73% +6,371 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 20,234 $884K 0.28% -41 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 19,865 $866K 0.1% -615,392 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 19,134 $834K <0.01% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 18,807 $820K 0.01% 13F-HR Timeline Cabana LLC More: the full row for Cabana LLC 18,780 $818K 4.69% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 18,364 $801K <0.01% +11,414 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 18,205 $795K 0.08% -1,765 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 18,012 $787K 0.01% -305 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 17,961 $783K 0.01% +225 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 17,802 $776K 0.03% -6,889 13F-HR Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 17,607 $767K 0.38% -72,559 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 17,597 $767K 0.87% 0 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 17,517 $763K <0.01% +3,319 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 17,474 $762K 0.07% -1,027 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 17,315 $755K 0.01% -5,111 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 17,252 $752K <0.01% +10,000 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 16,230 $749K 0.02% +158 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 17,055 $743K 0.03% +5,592 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 17,032 $742K 0.05% -3,782 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 17,002 $741K 0.01% -9,743 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 16,793 $732K 0.05% -540 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 16,523 $720K 0.03% -37,159 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 16,387 $714K 0.02% new 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 16,305 $711K 0.08% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 16,067 $700K 0.01% -34,933 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 15,702 $684K 0.31% -300 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 15,644 $682K 0.33% -166 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 15,503 $676K 0.23% -1,200 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 15,438 $673K <0.01% -4,883 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 15,053 $656K 0.31% -12,327 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 14,904 $650K 0.44% -720 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 14,875 $648K 0.11% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14,683 $640K 0.06% -534 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 14,355 $626K 0.01% +48 13F-HR Timeline Group Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 14,224 $620K 0.33% -35 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 14,139 $616K 0.01% +211 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 13,880 $605K 0.31% -2,190 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 13,801 $601K 0.51% -608 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 13,736 $599K 0.11% -195 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 13,708 $597K 0.01% -277 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13,204 $575K 0.01% -2,959 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 13,117 $572K 0.01% 0 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,003 $567K 0.01% -11,549 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 12,913 $563K 0.39% -168,736 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 12,780 $557K 0.32% -404 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 12,744 $555K 0.01% -15,682 13F-HR Timeline Group Envision Financial LLC More: the full row for Envision Financial LLC 12,718 $554K 0.37% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 12,697 $553K <0.01% +5,944 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 12,696 $553K 0.04% +1,799 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12,693 $553K 0.01% +94 13F-HR Timeline Group STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 12,690 $553K 0.48% -3,650 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 12,367 $539K 0.03% -237,559 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 12,250 $534K 0.09% -1,290 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 12,073 $526K 0.01% -14,996 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 12,000 $523K 0.12% -6,000 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 11,981 $522K 0.02% -25,857 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 11,930 $520K <0.01% +3,055 13F-HR/A Timeline Group Legacy PCG, LLC More: the full row for Legacy PCG, LLC 11,745 $512K 0.33% -4,994 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 11,712 $510K 0.15% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 11,617 $506K 0.05% +201 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 11,525 $502K 0.04% +2,600 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 11,519 $502K 0.04% 0 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 11,316 $493K 0.34% -15 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 11,264 $491K 0.18% -112 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,256 $491K 0.01% -31,493 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 11,209 $488K 0.31% +3,039 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10,908 $475K 0.02% +753 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 10,900 $475K 0.07% -5,675 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 10,835 $472K 0.01% new 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 10,662 $465K 0.03% -35,406 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 10,586 $461K 0.03% +1,306 13F-HR/A Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 10,491 $457K 0.01% new 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 10,400 $453K 0.15% +211 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 10,380 $452K 0.02% +4,294 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 10,379 $452K 0.06% -459 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 10,367 $452K 0.09% -149 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,355 $451K 0.01% -27,363 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 10,299 $449K 0.03% -91 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,273 $448K 0.03% +3,697 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 10,145 $442K 0.01% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,126 $441K <0.01% -10,741 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 10,100 $440K 0.06% -2,062 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 10,000 $437K 0.25% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 9,940 $433K 0.08% -3,192 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 9,395 $433K 0.12% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,928 $433K 0.02% -990 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 9,881 $431K 0.01% -64 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 9,839 $429K 0.03% +2,157 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 9,750 $425K 0.01% +1,543 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 9,675 $422K 0.3% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 9,319 $406K 0.09% -238 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 9,189 $400K <0.01% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 9,185 $400K 0.08% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 9,120 $397K 0.01% +29 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 9,118 $397K <0.01% +2,451 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 9,111 $397K 0.03% +3,205 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 9,070 $395K 0.15% -1,071 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 8,997 $392K <0.01% +921 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 8,857 $386K 0.2% +59 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 8,666 $378K 0.06% 0 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 8,553 $373K <0.01% -705 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 8,495 $370K 0.01% 0 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 8,449 $368K 0.13% 0 13F-HR/A Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 8,348 $364K 0.02% +61 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 8,345 $364K 0.1% -142 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 8,330 $363K 0.23% 0 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 8,194 $357K 0.15% -4,116 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 8,118 $354K 0.22% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 8,051 $351K <0.01% 0 13F-HR Timeline Group Peoples Bank/KS More: the full row for Peoples Bank/KS 8,010 $349K 0.23% 0 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 8,001 $349K 0.2% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,561 $345K 0.01% -72 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 7,891 $344K 0.02% +3,387 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 7,858 $342K 0.19% +46 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 7,784 $339K 0.14% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 7,782 $339K 0.03% 0 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 7,739 $337K 0.1% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 7,733 $337K 0.05% -282 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 7,740 $337K 0.06% -16 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 7,704 $336K 0.23% -75 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 7,650 $333K 0.15% -100 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 7,650 $333K 0.13% -6 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 7,648 $333K 0.03% +1,259 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 7,603 $331K 0.02% +36 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 7,584 $331K <0.01% -1,212 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 7,569 $330K 0.25% new 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 7,569 $330K 0.25% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,531 $329K 0.02% +336 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 7,508 $327K 0.25% -9,953 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,500 $327K <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 7,500 $327K 0.12% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 7,436 $324K 0.05% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 7,385 $323K 0.02% -7,255 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 7,385 $322K 0.04% 0 13F-HR/A Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 7,118 $310K 0.04% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,929 $303K 0.01% -5,522 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 6,575 $300K 0.22% -13 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 6,500 $297K 0.03% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 6,817 $297K 0.28% 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 6,812 $297K 0.03% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 6,651 $290K 0.23% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,604 $288K 0.01% -8,133 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,594 $287K <0.01% +602 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 6,490 $283K 0.05% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,485 $283K 0.01% 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,469 $282K 0.01% new 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 6,453 $281K 0.21% new 13F-HR Timeline