Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 56,828 $14.4M 9.05% +444 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 56,409 $14.3M 6.17% 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 56,281 $14.2M 2.84% +6,220 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 56,140 $14.2M 0.01% +12,871 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 55,224 $14M 0.01% 0 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 55,376 $14M 1.05% +4,696 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 55,308 $14M 3.2% +45,013 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 55,087 $13.9M 3.7% +7,905 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 54,089 $13.7M 0.11% -35,806 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 53,803 $13.6M 7.71% -209 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 52,990 $13.4M 0.39% +6,637 13F-HR Timeline Group Wall Street Financial Group, Inc. 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More: the full row for HARBOR CAPITAL ADVISORS, INC. 49,050 $12.4M 0.96% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 48,954 $12.4M 0.25% +6,946 13F-HR Timeline Group Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 48,913 $12.4M 4.55% +1,191 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 48,413 $12.3M 0.83% -8,280 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 48,765 $12.3M 1.95% +1,971 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 48,314 $12.2M 7.44% +38,934 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 48,094 $12.2M 9.8% 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 47,512 $12M 2.73% +6,326 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 47,435 $12M 4.35% +15,134 13F-HR Timeline Carter Financial Group, INC. 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More: the full row for Rooted Wealth Advisors, Inc. 43,343 $10.8M 3.04% +6,626 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 42,200 $10.7M 0.23% 0 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 42,171 $10.7M 0.57% -156 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 41,863 $10.6M 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 41,860 $10.6M 0.26% +19,845 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 41,789 $10.6M 0.46% +6,085 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 40,795 $10.3M 0.38% +3,848 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 40,437 $10.2M 0.73% +6,695 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 40,229 $10.2M 2.6% 13F-HR Timeline Brandywine Asset Management, Inc. More: the full row for Brandywine Asset Management, Inc. 40,000 $10.1M 7.11% 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 39,985 $10.1M 0.14% +14,575 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 39,508 $9.99M 7.2% 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 39,410 $9.97M 0.22% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 39,103 $9.89M 0.43% +15,930 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 38,940 $9.85M 0.47% +36,463 13F-HR/A Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 38,682 $9.78M 2.92% +5,838 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 38,358 $9.73M 1.27% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 38,461 $9.73M 0.16% -398 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 38,438 $9.72M 2.97% -945 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 38,423 $9.72M 1.74% +6,754 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 37,914 $9.61M 6.63% +179 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 37,776 $9.55M 3.78% new 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 37,679 $9.54M 4.96% +70 13F-HR Timeline Capital Developers, LLC More: the full row for Capital Developers, LLC 37,723 $9.54M 8.55% 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 37,706 $9.54M 0.96% -802 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 37,658 $9.53M 0.05% +1,950 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 37,642 $9.52M 3.99% +572 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 37,473 $9.48M 0.53% +2,724 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 36,821 $9.31M 1.8% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 36,283 $9.18M 0.2% +12,412 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 36,241 $9.17M 0.78% +5,761 13F-HR/A Timeline Solitude Financial Services More: the full row for Solitude Financial Services 35,748 $9.04M 2.98% +5,286 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 35,553 $8.99M 0.67% -680 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 35,540 $8.99M 1.1% +4,427 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 35,408 $8.96M 0.47% +595 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 35,213 $8.91M 3.14% +347 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 35,106 $8.88M 0.96% +1,731 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 34,320 $8.68M 0.07% +2,650 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 34,046 $8.61M 1.52% +6,742 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 33,896 $8.57M 0.25% new 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 33,859 $8.56M 2.55% -26 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 32,704 $8.27M 2.46% -961 13F-HR/A Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 32,682 $8.27M 1.06% +577 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 32,670 $8.26M 0.15% -4,386 13F-HR Timeline Group GERBER, LLC More: the full row for GERBER, LLC 32,446 $8.21M 4.58% +14,367 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 32,430 $8.2M 1.1% +9,358 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 32,016 $8.1M 6.03% 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 31,305 $8.03M 3.75% +8,492 13F-HR Timeline Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 31,524 $7.97M 1.78% -366 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 30,880 $7.81M 0.14% -1,604 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 30,416 $7.69M 1.13% +3,675 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 30,064 $7.6M 5.21% +11,060 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 29,850 $7.55M <0.01% +5,595 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 29,602 $7.49M 1.11% +23,948 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 29,458 $7.45M 5.41% +2,613 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 29,341 $7.42M 0.56% +5,124 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 29,197 $7.38M 2.7% -4,938 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 29,138 $7.37M 4.21% -1,083 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 33,937 $7.34M 0.18% +2,232 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 28,667 $7.25M 0.15% +12,702 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 28,311 $7.16M 0.15% -1,563 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 28,286 $7.15M 1.42% +5 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 28,145 $7.12M 1.82% +1,299 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 28,131 $7.12M 0.26% +6,240 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 27,848 $7.04M 5.43% 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 26,953 $6.82M 4.75% +2,001 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 26,900 $6.8M 0.54% +5,589 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 26,888 $6.8M 1.92% +452 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 26,571 $6.72M 1.13% -90 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 26,340 $6.66M 2.31% +4,204 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 26,229 $6.63M 4.23% +1,051 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 25,683 $6.63M 1.14% +22,138 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 25,934 $6.56M 0.37% +6,458 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 25,709 $6.5M 0.3% -2,904 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 25,501 $6.45M 0.01% +4,509 13F-HR/A Timeline Group Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 25,427 $6.43M 2.98% +4,163 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 25,321 $6.4M 1.14% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 25,180 $6.37M 3.55% +445 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 25,119 $6.35M 1.54% +114 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 25,000 $6.32M 0.01% -254,200 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 24,986 $6.32M 0.13% +4,390 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 24,922 $6.3M -7,567 Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 24,887 $6.29M 2.18% -1,469 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 24,794 $6.27M 0.43% +96 13F-HR Timeline Appalachian Capital Management Ltd More: the full row for Appalachian Capital Management Ltd 24,765 $6.26M 5.02% 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 24,719 $6.25M 4.36% +1,475 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 24,639 $6.23M 0.06% +3,143 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 24,487 $6.2M 4.66% +92 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 24,491 $6.19M 0.31% -927 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 24,476 $6.19M 0.14% +8,614 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 24,403 $6.17M 1.38% +15,504 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 24,017 $6.07M 0.61% +12,135 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 23,729 $6M 0.22% -15,778 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 23,547 $5.96M 0.14% +2,368 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 23,297 $5.89M 0.14% +10,815 13F-HR Timeline Group Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 23,079 $5.84M 1.56% -1,823 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 22,948 $5.8M 0.2% +4,222 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 22,943 $5.8M 1.51% +1,499 13F-HR Timeline Group Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 22,798 $5.77M 0.75% +3,397 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 22,710 $5.74M 3.36% +2,140 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 22,399 $5.67M 0.59% +3,250 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 22,335 $5.65M 3.88% -117 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 22,168 $5.61M 1.44% new 13F-HR Timeline Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 22,086 $5.59M 5.35% 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 21,939 $5.55M 0.6% -2,195 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 21,748 $5.5M 2.41% +149 13F-HR Timeline CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 21,705 $5.49M +20,153 Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 21,315 $5.39M 2.47% -14 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 21,200 $5.36M 1.18% -6,472 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 21,187 $5.36M 0.16% +3,012 13F-HR Timeline Group THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 20,753 $5.34M 1.8% +3,054 13F-HR Timeline Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 20,687 $5.33M 5.53% 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 20,872 $5.28M 0.01% +2,141 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 20,831 $5.27M 1.03% +577 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 20,792 $5.26M 0.82% +2,980 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 20,748 $5.25M 0.53% +316 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 20,743 $5.25M 2.01% +206 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 20,494 $5.18M 0.99% -683 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 20,419 $5.16M 0.24% -295 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 20,382 $5.16M 0.24% +2,133 13F-HR Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 20,187 $5.11M 3.12% 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 19,996 $5.06M 0.54% +294 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 19,949 $5.05M 3.46% -51 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 21,035 $5.04M 0.57% +4,717 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 19,896 $5.03M 4.47% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 19,849 $5.02M 0.03% +8,163 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 19,691 $4.98M 0.14% +1,592 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 19,301 $4.88M 0.01% new 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 19,162 $4.85M 0.16% +546 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 18,870 $4.77M 0.11% +18,706 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 18,567 $4.7M 0.69% +684 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 18,540 $4.69M 0.25% +12,070 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 18,430 $4.66M 1.52% +5,229 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 18,341 $4.64M 2.86% +985 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 18,184 $4.6M 0.69% +2,058 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 18,139 $4.59M 2.91% +18,114 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 18,130 $4.59M 0.27% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 18,044 $4.56M 1.94% -2,726 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 18,001 $4.55M 2.51% +14,185 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 17,924 $4.53M 0.12% +2,077 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 17,922 $4.53M 0.5% +1,150 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 17,773 $4.5M 0.78% +1,059 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 17,766 $4.49M 0.01% +3,785 13F-HR/A Timeline Group RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 17,633 $4.46M 3.04% +2,311 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 17,606 $4.45M 5.66% 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 17,546 $4.44M 1.04% +1,115 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 17,280 $4.37M 0.01% +595 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 17,209 $4.35M 0.73% +1,615 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 17,149 $4.34M 0.04% +16,249 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 16,883 $4.27M 0.78% +934 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 16,807 $4.25M <0.01% +1,224 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 16,794 $4.25M 0.13% +6,155 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 16,757 $4.24M 1.4% -462 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 16,732 $4.23M 0.29% +636 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 17,067 $4.22M 0.72% +6,138 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 16,500 $4.17M 0.67% -538 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 16,095 $4.07M 0.06% -110 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 16,026 $4.05M 0.08% +2,142 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 15,546 $3.93M 2.38% 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 15,536 $3.93M 0.19% +1,703 13F-HR Timeline