Addison Capital Co More: the full row for Addison Capital Co 39,446 $4.32M 0.71% +1,912 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 39,009 $4.27M 0.34% +1,679 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 38,959 $4.26M 1.75% -1,387 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 38,511 $4.21M 1.26% +10,913 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 38,468 $4.21M 0.01% -3,910 13F-HR/A Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 38,069 $4.17M 0.01% +3,331 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 37,800 $4.14M 2.55% +1,936 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 37,751 $4.13M <0.01% +1,385 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 37,512 $4.1M 0.12% +28,350 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 37,367 $4.09M 0.01% -2,791 13F-HR Timeline Group UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 37,288 $4.08M 0.33% +3,803 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 37,056 $4.05M 0.01% +15,824 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 36,968 $4.05M 0.07% +3,182 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 36,649 $4.01M 0.07% +2,441 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 36,242 $3.97M 0.22% +6,142 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 35,761 $3.91M <0.01% -54 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 35,109 $3.84M <0.01% +24,100 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 34,958 $3.83M 2.79% +14,973 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 34,866 $3.82M <0.01% new 13F-HR Timeline Group Sequent Planning LLC More: the full row for Sequent Planning LLC 34,829 $3.81M 0.81% +816 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 34,714 $3.8M <0.01% +3,011 13F-HR Timeline Group Viaable, LLC More: the full row for Viaable, LLC 34,678 $3.79M 3.14% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 34,558 $3.78M 0.15% +1,941 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 34,190 $3.74M 0.1% +2,324 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 33,568 $3.67M 1.32% +6,273 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 33,457 $3.66M 0.09% +589 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 33,428 $3.66M 0.04% +115 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 33,111 $3.62M 0.76% -5,030 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 33,079 $3.62M 0.17% +41 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 33,015 $3.61M 0.18% +2,680 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 32,525 $3.56M 0.03% +1,173 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 32,430 $3.55M 0.2% +20 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 31,861 $3.49M 0.03% +5,554 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 31,790 $3.48M 1.11% +4,731 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 31,459 $3.44M 0.55% +14,679 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 31,052 $3.4M 0.29% -495 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 30,434 $3.33M <0.01% +3,849 13F-HR Timeline Group Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 29,907 $3.27M 0.74% new 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 29,512 $3.24M 0.09% -971 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 29,420 $3.22M <0.01% -9,324 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 28,863 $3.16M 0.1% +24,363 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 29,614 $3.13M 0.23% +3,385 13F-HR Timeline Group SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 28,375 $3.11M 0.17% +214 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 28,003 $3.06M 0.06% -1,520 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 27,099 $2.96M 0.02% +17,291 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 26,907 $2.94M 0.04% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 26,572 $2.91M 0.18% +192 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 26,205 $2.87M 0.11% +534 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 26,121 $2.86M 0.59% -20,217 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 25,798 $2.82M <0.01% -572 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 25,506 $2.79M 0.32% +9,767 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 25,460 $2.79M 0.44% -272 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 25,452 $2.79M 0.14% -1,319 13F-HR Timeline Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 25,363 $2.78M 1.62% +121 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 25,308 $2.77M 0.07% +8,864 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 25,274 $2.77M 0.41% -5,359 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/ 25,154 $2.75M <0.01% +11,393 13F-HR Timeline Group TANDEMGROWTH FINANCIAL ADVISORS LLC More: the full row for TANDEMGROWTH FINANCIAL ADVISORS LLC 24,638 $2.7M 2.2% -328 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 24,304 $2.66M 0.35% +1,119 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 24,173 $2.65M 0.08% +8,725 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 24,167 $2.64M 1.61% +8,397 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 23,934 $2.62M <0.01% new 13F-HR Timeline Group ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 23,780 $2.6M 1.69% +49 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 23,392 $2.56M 0.06% new 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 23,285 $2.55M 0.05% -2,657 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 22,961 $2.51M 0.26% -511 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 22,890 $2.5M 1.49% +396 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 22,647 $2.48M 0.13% +3,958 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 22,735 $2.46M 0.16% +1,213 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 22,266 $2.44M 0.39% +11,405 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 21,982 $2.41M 1.2% +3,824 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 21,902 $2.4M 0.06% +13,348 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 21,826 $2.39M 0.04% +112 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 21,667 $2.37M 0.21% 0 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 21,504 $2.35M 1.17% -114 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 21,462 $2.35M 0.8% 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 21,416 $2.34M 0.14% +33 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 21,410 $2.34M 0.54% +406 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 21,299 $2.33M 1.71% +79 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 21,143 $2.31M 0.19% -51,109 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 21,084 $2.31M 0.05% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 21,057 $2.3M 0.45% -3,008 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 20,914 $2.29M 0.07% +2,411 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 20,605 $2.25M 0.01% +2,219 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 20,581 $2.25M 1.84% +890 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 20,524 $2.25M 0.76% +692 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 20,395 $2.23M 0.09% +502 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 20,306 $2.22M 0.34% -710 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 20,047 $2.19M 0.01% +7,380 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 20,035 $2.19M 0.1% +926 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 19,845 $2.17M 1.26% +2,860 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 19,800 $2.17M 0.39% +1,352 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 19,752 $2.16M 0.02% -2,524 13F-HR Timeline Townsend Financial Planning, LLC More: the full row for Townsend Financial Planning, LLC 19,472 $2.13M 1.86% +219 13F-HR Timeline True Blue Financial, LLC More: the full row for True Blue Financial, LLC 19,351 $2.12M 0.89% +3,442 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 19,340 $2.12M 1.9% +165 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 19,335 $2.12M <0.01% +268 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 18,937 $2.07M 0.05% +8,351 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 18,851 $2.06M 0.75% -19 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 18,784 $2.06M 1.1% -4,374 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 18,776 $2.05M <0.01% +15,545 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 18,720 $2.05M 0.17% +1,992 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 18,713 $2.05M 0.94% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 18,645 $2.04M 0.12% +1,784 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 18,353 $2.01M 0.9% +1,850 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 18,287 $2M 0.86% +72 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 18,252 $2M 0.15% -9,084 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 18,065 $1.98M 1.05% +7,842 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 17,868 $1.96M 0.08% +85 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 17,660 $1.93M 0.08% +55 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 17,604 $1.93M 0.03% -177 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 17,205 $1.88M 0.43% +582 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 17,183 $1.88M 0.19% -1,194 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 17,179 $1.88M 0.01% 0 13F-HR Timeline Group Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 17,139 $1.88M 0.23% +1,207 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 16,861 $1.85M <0.01% +1,300 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 16,829 $1.84M 0.19% -616 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 16,802 $1.84M 0.02% +741 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 16,679 $1.83M 0.02% new 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 16,631 $1.82M <0.01% +179 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 16,365 $1.79M 0.12% new 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 16,483 $1.79M 0.28% new 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 16,269 $1.78M 0.03% -1,712 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 16,222 $1.78M 0.27% +434 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 16,128 $1.76M 0.02% +438 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 16,086 $1.76M +1,804 Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 15,922 $1.74M 0.05% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 15,888 $1.74M 0.02% +94 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 15,755 $1.72M 0.08% -563 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 15,714 $1.72M 0.25% +107 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 15,578 $1.7M 0.04% +740 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 15,572 $1.7M 0.02% +3,158 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 15,338 $1.68M 0.24% +72 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 15,180 $1.66M 0.06% +2,301 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 15,162 $1.66M 0.59% -893 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 14,961 $1.64M 0.11% +1,301 13F-HR/A Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 14,932 $1.63M 0.8% +246 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 14,850 $1.63M 0.02% +855 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 14,797 $1.62M 0.02% 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 14,795 $1.62M 1.53% +2,940 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 14,675 $1.61M 0.64% +2 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 14,657 $1.6M 0.46% 0 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 14,505 $1.59M 0.43% +229 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 14,489 $1.59M 0.07% -83,295 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 14,440 $1.58M 0.22% +7,220 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 14,360 $1.57M 0.05% +184 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 14,188 $1.55M 0.62% -32 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 14,066 $1.54M +5,950 Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 14,063 $1.54M <0.01% +5,031 13F-HR Timeline City State Bank More: the full row for City State Bank 14,050 $1.54M 0.35% -80 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 14,042 $1.54M 0.15% -74 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 14,029 $1.54M 0.02% -2,023 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 13,973 $1.53M 0.13% -1,197 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 13,898 $1.52M 0.01% +551 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 13,843 $1.51M 0.16% +3,809 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 14,098 $1.51M 0.98% -16,482 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 13,650 $1.49M 0.03% +422 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 13,642 $1.49M 0.68% +2,217 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 13,610 $1.49M <0.01% +2,010 13F-HR Timeline Group William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 13,542 $1.48M 1.15% +132 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 13,462 $1.47M 1.17% +1,690 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 13,270 $1.45M 0.06% -136 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 13,265 $1.45M 0.07% -2,854 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 13,143 $1.44M 0.15% -127 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 13,065 $1.43M 0.02% -3,273 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 12,998 $1.42M 0.04% -646 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 13,168 $1.41M +5,973 Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 12,899 $1.41M 0.02% -40,715 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 12,783 $1.4M 0.27% -362 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 12,455 $1.36M 0.29% -2,524 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 12,405 $1.36M 0.01% +1,161 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 12,389 $1.36M 0.04% -836 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 12,289 $1.34M 0.04% -930 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 12,244 $1.34M 0.21% +2,003 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,207 $1.34M 0.02% -152 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,165 $1.33M 0.01% new 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 12,125 $1.33M 0.03% -3,190 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 11,925 $1.3M 0.15% -3,231 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 11,900 $1.3M 0.01% +10,820 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 11,808 $1.29M 0.07% +217 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 11,631 $1.27M 1.23% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 11,495 $1.26M 0.03% +3,006 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 11,368 $1.24M 0.1% +2,345 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 11,350 $1.24M 0.08% +2,070 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 11,340 $1.24M 0.03% -940 13F-HR Timeline Group CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 11,240 $1.23M 0.55% -178 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 11,217 $1.23M 0.03% -903 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 11,076 $1.21M 0.06% +747 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 11,075 $1.21M 0.01% +3,376 13F-HR Timeline SBI Securities Co., Ltd. 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