INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 50,544 $2.09M 0.14% -5,822 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 50,517 $2.08M 0.02% +2,923 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 50,185 $2.07M <0.01% -15,071 13F-HR/A Timeline Group Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 50,034 $2.06M 1.34% +4,035 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 50,000 $2.06M <0.01% 0 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 49,185 $2.03M 0.01% +14,066 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 48,919 $2.02M <0.01% -4,278 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 48,650 $2.01M <0.01% -435,291 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 48,554 $2M 0.48% -2,585 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 47,433 $1.96M 0.05% +4,448 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 46,882 $1.93M 0.02% +12,265 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 46,758 $1.93M 0.01% +14,455 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 46,614 $1.92M 0.07% +30,002 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 46,555 $1.92M 0.67% 13F-HR Timeline American Beacon Advisors, Inc. More: the full row for American Beacon Advisors, Inc. 45,799 $1.89M 21.18% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 45,218 $1.87M 0.03% +238 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 44,747 $1.85M 1.26% +543 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 43,736 $1.8M 0.1% +10,515 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 43,104 $1.78M 0.25% +912 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 42,327 $1.75M 0.31% +2,420 13F-HR Timeline AEGON USA Investment Management, LLC More: the full row for AEGON USA Investment Management, LLC 42,300 $1.75M 1.23% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 41,648 $1.72M <0.01% -565 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 41,475 $1.71M 0.03% -1,767 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 41,453 $1.71M 0.31% -712 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 39,774 $1.64M 0.18% +3,348 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 38,442 $1.59M 0.15% -831 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 38,380 $1.58M 0.17% -399 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 38,342 $1.58M 0.05% +16,541 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 38,306 $1.58M <0.01% -22,897 13F-HR Timeline Group AXS Investments LLC More: the full row for AXS Investments LLC 38,111 $1.57M 0.54% +100 13F-HR/A Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 37,876 $1.57M 0.13% +2,431 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 37,981 $1.57M 1.48% -2,175 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 37,547 $1.55M 0.05% +735 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 36,897 $1.52M 0.25% +2,260 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 36,865 $1.52M 0.02% -5,177 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 35,725 $1.47M 0.14% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 35,287 $1.46M 0.01% +113 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 35,257 $1.46M 0.02% new 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 34,659 $1.43M 0.18% -5,572 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 34,615 $1.43M 0.87% +400 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 34,563 $1.43M 0.03% -1,950 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 34,326 $1.42M 0.01% +1,887 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 34,381 $1.42M <0.01% +617 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 33,973 $1.4M 0.03% +13,704 13F-HR/A Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 32,959 $1.36M 0.34% 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 32,440 $1.34M 1.23% +2,183 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 31,807 $1.31M 0.1% -3,112 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 31,289 $1.29M 0.06% -1,636 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 31,047 $1.28M 0.38% +99 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 30,884 $1.27M 0.03% +3,419 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 30,193 $1.25M 0.03% +589 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 29,986 $1.24M 0.89% +343 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 29,913 $1.23M 0.06% +3,761 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 29,109 $1.2M 0.64% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 28,824 $1.19M 0.01% -3,271 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 28,132 $1.16M 0.01% +1,263 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 27,847 $1.15M 0.05% -899 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 26,499 $1.09M 0.6% +1,628 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 25,911 $1.07M 0.78% -1,062 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 25,369 $1.05M 0.06% +595 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 25,000 $1.03M <0.01% new 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 24,625 $1.02M <0.01% +568 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 24,461 $1.01M 0.02% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 24,431 $1.01M 0.11% +1,226 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 23,800 $982K 0.07% -2,150 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 23,378 $965K 0.06% -1,142 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 23,177 $964K 0.31% +1,179 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 23,324 $963K 0.95% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 22,418 $925K 0.07% 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 22,222 $917K 0.11% -9,284 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 22,059 $910K 0.3% +381 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 22,029 $909K 0.24% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 21,247 $880K <0.01% +9,965 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 21,099 $871K 0.02% +375 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 21,046 $869K 0.27% -253 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 21,041 $868K <0.01% +2,118 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 20,680 $853K 0.45% -155 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 20,581 $849K 0.02% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 20,300 $838K 0.01% +1,309 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 20,248 $836K 0.02% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 20,200 $834K 0.03% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 20,100 $830K <0.01% +4,300 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 19,851 $819K 0.06% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 19,840 $819K 0.01% +3,856 13F-HR/A Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 18,767 $775K 0.06% -1,095 13F-HR Timeline Group NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 18,479 $763K 1.7% +830 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 18,478 $763K 0.01% -22,221 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 18,152 $749K 0.01% +11,343 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 18,023 $744K 0.02% -1,718 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 17,945 $741K 0.03% +2,717 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 17,035 $703K 0.07% -129 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 17,042 $703K 0.03% new 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,011 $702K <0.01% new 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 16,829 $695K 0.04% -6,791 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 16,633 $686K 0.01% -269 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 16,468 $680K 0.02% -62 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 16,190 $668K 0.02% 0 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 15,851 $654K 0.24% +1,599 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 15,834 $653K 0.6% +850 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 15,808 $652K 0.02% -1,471 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 15,800 $652K 0.29% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 15,790 $652K 0.22% -350 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 15,265 $630K <0.01% -641 13F-HR Timeline Group PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 15,068 $622K 0.37% +1,469 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 14,901 $615K 0.03% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 16,661 $614K 0.01% -1,785 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 14,858 $613K 0.15% +2,555 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 14,798 $611K 0.04% -34,754 13F-HR/A Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 14,613 $603K 0.82% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 14,615 $603K <0.01% -403 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 14,376 $593K 0.03% +1,235 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 14,261 $589K 0.21% +465 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 14,209 $586K 0.06% +6,037 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 14,128 $583K 0.18% +202 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 13,970 $577K 0.02% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13,823 $570K <0.01% +9,014 13F-HR/A Timeline Group Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 13,626 $562K 0.3% new 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 13,481 $556K 0.04% +3,063 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 13,400 $553K 0.06% -3,200 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 13,374 $552K 0.04% +720 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 13,245 $547K 0.04% -586 13F-HR/A Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 13,224 $546K 0.39% +979 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 13,213 $545K 0.08% 0 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 13,172 $544K 0.34% +863 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 12,887 $532K 0.02% +9,735 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 12,701 $524K 0.02% +1,359 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 12,668 $523K 0.06% -1,083 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 12,660 $522K 0.23% -8,183 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 12,571 $519K 0.43% +543 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 12,331 $509K 0.05% -1,485 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 12,181 $503K 0.02% -2,599 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 12,121 $500K 0.44% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 11,943 $493K 0.03% +988 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 11,786 $486K 0.18% +3,677 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 11,853 $486K 0.08% +609 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 11,691 $482K 0.17% -798 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 11,641 $480K 0.12% 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 11,590 $478K 0.02% +1,726 13F-HR Timeline Group REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 11,513 $475K 0.72% +3,372 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 11,201 $462K 0.02% +372 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 11,085 $457K 0.08% -27 13F-HR Timeline GE INVESTMENT MANAGEMENT CORP. More: the full row for GE INVESTMENT MANAGEMENT CORP. 11,037 $455K 0.17% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 11,036 $455K 0.04% new 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 10,879 $449K 0.08% -240 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 10,668 $440K 0.09% -3,242 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 10,668 $440K 0.08% -3,242 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 10,600 $437K 0.28% -2,700 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 10,372 $428K 0.17% +1,881 13F-HR Timeline Florin Court Capital LLP More: the full row for Florin Court Capital LLP 10,200 $421K 0.59% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 10,189 $420K 0.01% +4,383 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 10,144 $419K 0.15% +1,166 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 9,871 $407K 0.05% +1,736 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 9,846 $406K 0.03% new 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 9,839 $406K 0.78% +421 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 9,577 $395K 0.33% 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,527 $393K 0.02% -806 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 9,500 $392K 0.19% -150 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 9,468 $391K 0.27% +297 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 9,387 $387K 0.03% +708 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 9,353 $386K 0.07% +225 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,340 $385K 0.03% -376 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 9,259 $382K 0.11% +226 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 9,217 $380K 0.1% -150 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 9,162 $378K <0.01% -1,841 13F-HR Timeline Group Cedrus Wealth Group LLC More: the full row for Cedrus Wealth Group LLC 9,108 $376K 0.35% 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 9,037 $373K 0.01% +520 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 8,886 $367K 0.12% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 8,657 $357K 0.06% 0 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 8,657 $357K 0.37% -2,074 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 8,630 $356K 0.08% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,573 $354K <0.01% -523 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,565 $353K 0.01% new 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 8,513 $351K 0.17% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 8,343 $344K 0.07% -189 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 8,324 $344K 0.02% +250 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 8,182 $338K <0.01% +958 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,169 $337K 0.02% +3 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,158 $337K <0.01% +85 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,139 $336K 0.02% +1,209 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,089 $335K 0.01% +684 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 8,005 $330K 0.06% +1,918 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 7,842 $324K 0.06% +86 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 7,777 $321K 0.1% -1,354 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,698 $318K 0.01% -20,511 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 7,700 $318K 0.05% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,687 $317K 0.01% -826 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 7,651 $316K 0.11% -1,279 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 7,600 $314K 0.02% new 13F-HR Timeline Rooted Wealth Advisors, Inc. 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