Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 52,990 $12.6M 0.38% 0 13F-HR Timeline Group ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 52,737 $12.5M 4.31% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 51,246 $12.2M 0.25% +2,292 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 41,100 $12.1M 1.17% +20,065 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 50,135 $11.9M 3.28% -7,332 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 49,953 $11.9M 5.16% +4,692 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 44,281 $11.8M 3.11% +938 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 49,477 $11.8M 1.88% +712 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 49,317 $11.7M 0.96% +13,076 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 49,053 $11.7M 8.26% -15,590 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 48,903 $11.6M 8.5% +2,466 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 48,721 $11.6M 0.82% +8,284 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 43,305 $11.6M 1.44% +4,947 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 48,243 $11.5M 4.21% +1,094 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 48,066 $11.4M 0.08% -6,023 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 47,960 $11.4M 6.97% -354 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 46,540 $11.1M 6.84% -795 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 46,302 $11M 0.8% -2,111 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 46,273 $11M 7.47% +2,770 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 45,661 $10.9M 0.56% +459 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 45,648 $10.8M 2.61% +5,419 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 38,660 $10.7M 4.48% +7,355 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 44,568 $10.6M 0.12% +1,371 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 44,382 $10.5M 1.78% +5,959 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 44,397 $10.5M 6.03% +287 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 43,467 $10.3M 0.26% -227 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 43,452 $10.3M 0.38% +2,657 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 42,200 $10.3M 0.22% 0 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 43,500 $10.3M 0.05% +5,842 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 42,873 $10.2M 7.38% +3,365 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 42,717 $10.2M 0.32% new 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 42,485 $10.1M 0.57% +5,012 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 36,677 $10.1M 1.67% -13,608 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 42,186 $10M 0.7% +15 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 38,127 $10M 2.96% +2,379 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 41,863 $9.95M 0.01% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 41,652 $9.9M 0.22% +5,369 13F-HR/A Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 40,994 $9.74M 2.99% +2,312 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 40,367 $9.59M 5.68% -12,032 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 37,642 $9.52M 3.99% 0 13F-HR Timeline HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 40,000 $9.5M 10% -11,300 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 39,768 $9.45M 5.34% +7,322 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 39,184 $9.31M 0.15% +6,514 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 39,027 $9.27M 0.46% -4,878 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 38,857 $9.23M 0.14% +396 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 38,655 $9.19M 0.14% +9,988 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 38,647 $9.18M 4.5% +20,646 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 38,084 $9.16M 0.49% -856 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 38,353 $9.11M 2.79% -85 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 38,069 $9.05M 0.12% -1,916 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 38,031 $9.04M 3.55% +255 13F-HR Timeline Capital Developers, LLC More: the full row for Capital Developers, LLC 37,849 $8.99M 8.1% +126 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 37,615 $8.94M 0.45% +2,207 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 37,610 $8.94M 5.22% -69 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 37,588 $8.93M 0.35% +33,240 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 37,266 $8.86M 4.48% +36,078 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 37,159 $8.83M 0.37% -2,251 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 36,010 $8.56M 0.01% +23,798 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 34,159 $8.22M 0.62% -1,394 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 34,075 $8.1M 0.85% -1,031 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 29,630 $8.08M 5.5% -8,284 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 33,502 $7.96M 2.41% -357 13F-HR Timeline CALTON & ASSOCIATES, INC. 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More: the full row for HARBOR CAPITAL ADVISORS, INC. 33,087 $7.86M 0.64% -15,963 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 32,748 $7.78M 7.25% 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 32,731 $7.77M 0.07% -3,065,316 13F-HR Timeline Group Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 32,412 $7.7M 1.95% +888 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 32,347 $7.69M 0.53% +5,447 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 32,118 $7.63M 0.02% +11,246 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 31,592 $7.51M 0.21% -2,304 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 31,424 $7.47M 0.08% -37,332 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 31,348 $7.45M 0.06% -2,972 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 30,790 $7.32M 0.25% -3,147 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 30,617 $7.28M 2.52% +4,277 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 30,540 $7.26M 0.32% -15,371 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 30,478 $7.24M 1.45% +29,631 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 30,072 $7.15M 0.41% -36,586 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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More: the full row for Financial Futures Ltd Liability Co. 28,698 $6.82M 3% +3,271 13F-HR Timeline Mueller Wealth, LLC More: the full row for Mueller Wealth, LLC 28,685 $6.82M 5.44% new 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 24,310 $6.75M 4.33% -409 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 28,393 $6.75M 1.94% new 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 28,241 $6.71M 1.85% +96 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 27,598 $6.56M 0.84% -7,942 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 27,389 $6.51M 0.14% -922 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 27,215 $6.47M 0.01% +1,714 13F-HR Timeline Group PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 27,202 $6.46M 1.63% +314 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 27,178 $6.46M 1.44% -20,334 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 27,054 $6.43M 1.09% +483 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 26,811 $6.37M 4.84% -1,037 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 26,769 $6.36M 4.17% +540 13F-HR Timeline Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 26,567 $6.31M 11.59% new 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 26,332 $6.26M 1.79% -43,029 13F-HR Timeline Appalachian Capital Management Ltd More: the full row for Appalachian Capital Management Ltd 26,221 $6.23M 4.99% +1,456 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 25,187 $5.99M 1.41% +68 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 25,141 $5.97M 0.15% +155 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 25,092 $5.96M 1.31% +3,892 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 25,076 $5.96M 0.29% +585 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 24,857 $5.91M 0.14% +1,560 13F-HR Timeline Group Eddie Patel Inc More: the full row for Eddie Patel Inc 24,764 $5.88M 4.52% -7,252 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 24,698 $5.87M 0.4% -96 13F-HR Timeline Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 24,491 $5.82M 6.14% +3,804 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 24,383 $5.79M 1.4% +11,580 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 24,336 $5.78M 1.54% +1,257 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 24,018 $5.71M 0.32% +10,913 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 23,762 $5.65M 1.42% +1,594 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 22,609 $5.64M 0.79% +13,836 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 23,709 $5.63M 0.95% +6,642 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 23,590 $5.61M 0.07% +11,002 13F-HR Timeline Group Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 23,434 $5.57M 5% +1,348 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 23,370 $5.55M 0.01% +8,291 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 23,301 $5.54M 0.42% -6,040 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 23,275 $5.53M 0.57% +876 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 23,237 $5.52M 0.24% +2,818 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 23,161 $5.5M 2.54% -12,052 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 22,909 $5.44M 2.93% +199 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 22,759 $5.41M 0.23% -19,030 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 22,748 $5.41M 0.62% +4,826 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 22,659 $5.38M 4.74% +324 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 22,291 $5.3M 0.88% +1,499 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 22,055 $5.24M 0.39% -39,516 13F-HR/A Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 21,975 $5.22M 0.69% -823 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 21,964 $5.22M 3.97% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 21,953 $5.22M 0.12% -19,907 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 21,911 $5.21M 4.53% +2,015 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 21,625 $5.14M 2.41% -123 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 21,585 $5.13M 1.24% -33,723 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 21,547 $5.12M 0.56% -392 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 21,471 $5.1M 0.14% +7,738 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 21,210 $5.04M 0.14% +1,519 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 21,134 $5.02M 3.2% +2,995 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 21,128 $5.02M 0.4% -29,715 13F-HR Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 21,086 $5.01M 2.68% +899 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 20,973 $4.98M 0.98% +142 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 20,851 $4.95M 3.19% +3,218 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 20,844 $4.95M 0.18% -2,104 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 20,780 $4.94M 2.36% -535 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 20,777 $4.94M 0.51% +29 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 20,618 $4.9M 0.75% +4,118 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 20,529 $4.88M 3.18% +2,188 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 20,503 $4.87M 0.1% -3,973 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 20,467 $4.86M 0.95% -27 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 20,089 $4.77M 0.81% +18,404 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 20,040 $4.76M <0.01% +10,527 13F-HR Timeline Group Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 20,025 $4.76M 1.48% new 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 20,017 $4.76M 2.08% -726 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 19,987 $4.75M 0.01% +12,538 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 19,970 $4.75M 0.59% -12,712 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 19,967 $4.74M 0.51% -29 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 19,737 $4.69M 0.01% 13F-HR Timeline Group Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 19,711 $4.68M 0.67% +1,144 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 19,674 $4.67M 0.01% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 20,644 $4.67M 0.01% +2,878 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 19,592 $4.66M 0.26% +1,052 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 19,423 $4.62M 0.48% +6,250 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 $4.59M 0.01% 0 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 19,300 $4.59M 0.18% +13,300 13F-HR Timeline Group Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 19,291 $4.58M 1.75% +6,843 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 19,157 $4.55M 0.21% -1,225 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 19,044 $4.53M 0.77% +1,271 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 19,020 $4.52M 0.11% +150 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 18,913 $4.49M 1.06% +1,367 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 18,587 $4.42M 1.18% +4,713 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 18,363 $4.36M 2.62% +6,316 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 18,266 $4.34M 0.14% -896 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 18,045 $4.29M <0.01% +1,238 13F-HR Timeline Group Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 17,969 $4.27M 3.43% +2,653 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 17,924 $4.26M 3.14% -6,563 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 17,546 $4.17M 0.02% -2,303 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 17,461 $4.15M 0.99% +7,252 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 15,287 $4.12M 1.31% +7,616 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 17,293 $4.11M 0.15% -10,838 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 20,226 $4.1M 3.07% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 17,149 $4.07M 0.04% 0 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 17,105 $4.06M 1.43% -3,648 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 17,070 $4.06M 0.06% +2,435 13F-HR Timeline Group Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 16,961 $4.03M 1.28% +1,914 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 16,917 $4.02M 0.11% -1,007 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 16,850 $4M 1.4% -12,347 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 16,815 $4M 0.08% +789 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 16,645 $3.96M 1.28% -112 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 16,580 $3.94M 2.09% -8,600 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 16,579 $3.94M 1.76% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 16,573 $3.94M 0.23% +2,733 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 16,089 $3.82M 1.06% +2,909 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 16,024 $3.81M 1.39% +2,348 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 15,843 $3.76M 0.05% -252 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 15,754 $3.74M 1.72% +1,605 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 15,718 $3.73M 0.02% +11,095 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 15,665 $3.72M 0.01% +1,873 13F-HR Timeline Group AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 15,604 $3.71M 0.52% +9,996 13F-HR Timeline