Sigma Planning Corp More: the full row for Sigma Planning Corp 69,316 $2.09M 0.06% +7,721 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 68,839 $2.08M 1.72% 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 68,829 $2.08M 0.26% -7,514 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 68,173 $2.06M 0.2% -1,461,879 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/ 68,014 $2.05M <0.01% -5,325 13F-HR/A Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 67,605 $2.04M 0.14% -4,028 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 67,189 $2.03M 0.3% +230 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 66,893 $2.02M 1.53% -1,606 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 66,281 $2M 0.02% -8,734 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 66,195 $2M 0.09% -44 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 64,165 $1.94M 1.19% +5,922 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 63,849 $1.93M 0.03% 0 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 63,722 $1.92M 1.94% 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 63,719 $1.92M 1.36% +2,249 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 63,508 $1.92M 0.19% +8,417 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 62,038 $1.87M <0.01% -2,664 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 60,610 $1.83M 0.78% +15,105 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 60,181 $1.82M 0.02% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 59,544 $1.8M 0.01% +117 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 59,388 $1.79M 0.32% +499 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 59,251 $1.78M 0.95% new 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 58,764 $1.77M 0.12% +27,118 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 58,699 $1.77M 0.07% -3,288 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 58,502 $1.77M 0.5% -1,191 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 57,982 $1.75M 0.05% new 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 57,964 $1.75M 0.24% +5,202 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 57,890 $1.75M 0.12% -150 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 57,784 $1.74M 0.05% -20,468 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 57,670 $1.74M 0.08% -1,079 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 56,898 $1.72M 0.02% +2,541 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 55,803 $1.68M 0.11% +6,829 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 54,906 $1.66M 0.2% -47,849 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 54,651 $1.65M 0.13% +48,323 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 54,534 $1.65M 0.11% -1,345 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 54,562 $1.64M 0.62% +3,080 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 52,873 $1.6M 0.24% +2,288 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 52,643 $1.59M 1.03% +5,547 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 52,238 $1.58M 0.06% +25 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 51,999 $1.57M 1.43% -24,596 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 51,811 $1.56M 0.19% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 51,740 $1.56M 0.13% -650 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 50,804 $1.53M +8,744 Timeline FCA CORP /TX More: the full row for FCA CORP /TX 49,061 $1.48M 0.44% +891 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 48,158 $1.45M 0.03% -57,000 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 47,777 $1.44M 0.13% -796 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 47,240 $1.43M 0.19% +3,522 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 46,667 $1.41M <0.01% -1,171 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 46,588 $1.41M 0.13% -3,838 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 45,186 $1.36M 0.15% -195 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 44,230 $1.33M 0.4% 0 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 43,944 $1.33M 0.71% +172 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 43,882 $1.32M 0.09% -23,451 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 43,844 $1.32M 0.88% +3,675 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 43,721 $1.32M 0.42% -138 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 42,187 $1.27M 0.08% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 42,035 $1.27M 0.05% -11,805 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 41,991 $1.27M 0.06% -2,448 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 41,924 $1.27M 0.02% -8,282 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 41,821 $1.26M 0.32% -2,667 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 41,698 $1.26M 0.39% new 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 41,080 $1.24M 0.06% +1,000 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 40,836 $1.23M 0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 39,105 $1.18M <0.01% +6,305 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 38,925 $1.18M 0.05% -499 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 38,914 $1.17M 0.02% +24,745 13F-HR Timeline Group Bulwark Capital Corp More: the full row for Bulwark Capital Corp 38,720 $1.17M 0.98% 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 38,464 $1.16M 0.01% -8,767 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 38,316 $1.16M 0.09% +1,549 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 37,625 $1.14M 0.29% +10 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 37,369 $1.13M 0.12% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 37,166 $1.12M 0.1% -1,182 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 37,020 $1.12M 0.03% +7,909 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 36,979 $1.12M 0.03% +29 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 36,944 $1.12M 0.01% -2,500 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 36,611 $1.11M 0.01% -9,197 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 36,226 $1.09M 0.42% -7,992 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 36,152 $1.09M 0.03% 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 36,112 $1.09M 0.67% +283 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 36,014 $1.09M 0.34% +9,103 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 35,830 $1.08M 0.08% -948 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 35,790 $1.08M <0.01% +4,828 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 34,419 $1.04M 0.04% -8,242 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 34,259 $1.03M +12,473 Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 34,166 $1.03M 0.11% +631 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 33,266 $1M 0.14% -2,539 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 32,719 $988K <0.01% +1,556 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 32,309 $975K 0.03% -6,476 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 31,931 $964K 2.31% +5,430 13F-HR Timeline SOROS FUND MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS FUND MANAGEMENT LLC 31,925 $964K 0.02% -33,411 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 31,675 $956K 0.11% -2,290 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 31,582 $953K 0.34% +3,354 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 30,663 $925K 0.02% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 29,627 $894K 0.07% +13 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 28,939 $874K 0.2% +104 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 28,892 $872K 0.31% -993 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 28,836 $871K 0.04% -442,944 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 28,640 $865K 0.01% -4,184 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 28,533 $861K 0.04% -4,423 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 28,612 $859K 0.44% -439 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 27,428 $828K <0.01% +22,464 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 27,011 $815K 0.01% +1,387 13F-HR/A Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 26,978 $814K 0.06% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 26,535 $801K 0.06% +3,856 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 26,496 $800K <0.01% -1,166 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 26,446 $798K 0.08% -89 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 26,080 $787K 0.08% -2,000 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 25,696 $776K <0.01% -5,358 13F-HR Timeline Group Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 25,683 $775K 0.28% -228 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 25,549 $771K 0.49% new 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 24,697 $746K 0.13% -1,492 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 24,562 $738K 0.14% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 24,327 $734K 0.09% +902 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 24,256 $732K 0.22% -291 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 24,241 $732K 0.01% -336 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 23,972 $724K 0.59% +296 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 23,795 $718K 0.69% -10,647 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 23,055 $696K 0.02% +16,200 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 22,743 $687K 0.01% +2,123 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 21,897 $661K 0.09% +1,698 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 21,884 $661K 0.01% +1,810 13F-HR/A Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 21,865 $660K 0.16% new 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 21,548 $651K 0.47% +745 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 21,510 $649K 0.27% +8,000 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 20,981 $633K 0.05% -600 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 20,592 $622K 0.02% -2,505 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 20,421 $615K 0.3% -2,792 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 19,823 $598K 0.01% +3,741 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 19,814 $598K 0.18% -497 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 19,647 $593K <0.01% -2,488 13F-HR Timeline Group Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 19,307 $583K 0.22% -1,964 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 17,715 $535K 0.02% +3,041 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 17,417 $526K 0.02% -3,373 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 17,378 $525K 0.2% -2,479 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 17,197 $519K 0.01% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 17,075 $514K 0.14% -33,561 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 16,720 $505K 0.02% +9,090 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 16,493 $498K 0.44% +178 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 16,453 $497K 0.15% -1,856 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 16,365 $494K 0.1% +1,867 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 16,210 $489K 0.05% -6,017 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 16,159 $488K 0.02% 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 16,152 $488K 0.12% -295 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 15,933 $481K 0.02% -7,417 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 15,857 $479K 0.19% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 15,786 $477K 0.04% -362 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 15,722 $475K <0.01% +564 13F-HR/A Timeline Group Key Financial Inc More: the full row for Key Financial Inc 15,690 $474K 0.1% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 15,344 $463K 0.03% +234 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 15,329 $463K 0.05% +10,780 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 15,279 $461K 0.03% +1,303 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 15,027 $454K 0.02% -1,940 13F-HR Timeline Group Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 14,909 $450K 0.23% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 14,802 $447K <0.01% +497 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 14,636 $442K 0.15% -250 13F-HR Timeline Group GK Wealth Management LLC More: the full row for GK Wealth Management LLC 14,634 $442K 0.44% +3,783 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 14,540 $439K 0.51% +6,670 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 14,435 $436K 0.09% +2,124 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 14,326 $433K 0.12% -1,432 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 14,220 $429K 0.25% -180 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 14,179 $428K <0.01% -83 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 14,157 $427K 0.07% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 14,148 $427K 0.15% -20 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 14,152 $427K 0.3% +29 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 13,929 $421K 0.26% +1,148 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 13,787 $416K 0.02% -153 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 13,393 $404K 0.24% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 13,250 $400K 0.03% 0 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 13,225 $399K 0.1% +470 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 12,969 $391K <0.01% new 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 12,923 $390K 0.04% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 12,500 $377K 0.13% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 12,322 $370K 0.14% -20,252 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 12,253 $370K 0.19% -3,792 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 11,974 $362K 0.16% -1,507 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 11,908 $360K 0.35% +1,383 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 11,862 $358K 0.1% -250 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 11,799 $356K <0.01% +3,587 13F-HR Timeline Group Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 11,685 $353K 0.07% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 11,530 $348K 0.01% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 11,407 $344K 0.05% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 11,255 $340K 0.17% +310 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 11,086 $335K 0.05% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 11,015 $333K 0.1% -3,948 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 10,811 $326K 0.04% +122 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 10,725 $324K 0.12% 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,567 $319K 0.01% +1,153 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,542 $318K <0.01% +651 13F-HR Timeline BAILARD, INC. 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