Choate Investment Advisors More: the full row for Choate Investment Advisors 8,145 $728K 0.02% +7,632 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 8,139 $727K 0.21% -35,683 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 8,102 $724K 0.15% -2,555 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 8,067 $721K 0.41% -30 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,976 $713K 0.03% -1,913 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 7,885 $705K 0.22% -5,469 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 7,602 $700K 0.3% -1,643 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 7,813 $698K 0.23% -7,490 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7,804 $697K 0.01% -521 13F-HR Timeline Group Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 7,755 $693K 0.18% -749 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 7,749 $693K 0.09% -69 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 7,656 $684K 0.01% -1,315 13F-HR/A Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 7,613 $680K 0.34% -311 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 7,610 $680K 0.04% -239 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 7,546 $674K 0.09% new 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 7,542 $674K 0.09% -1,160 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 7,500 $670K 0.46% 0 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 7,425 $664K 0.24% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 7,424 $663K 0.11% -1,180 13F-HR Timeline Savior LLC More: the full row for Savior LLC 7,368 $658K 2.93% +4,104 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 7,346 $657K 0.49% new 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 7,346 $656K 0.22% -8,523 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,342 $656K 0.04% +4,792 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 7,313 $654K 0.21% +1 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 7,308 $653K 0.02% -515 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 7,146 $653K 0.04% +73 13F-HR/A Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 7,296 $652K 0.04% -1,998 13F-HR Timeline Group Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 7,268 $650K 0.29% +2,181 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 7,177 $641K 0.21% +3,463 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 7,052 $630K 0.28% -249 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 7,045 $630K 0.01% -237 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 7,000 $626K 0.17% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,971 $623K 0.01% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,948 $621K 0.05% -599 13F-HR/A Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,895 $616K 0.03% -1,009 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 6,886 $615K 0.28% +1,050 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 6,877 $615K 0.16% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 6,830 $610K 0.1% +154 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 6,810 $609K 0.02% +400 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 6,795 $607K 0.41% +5,204 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,784 $606K 0.08% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 6,757 $605K 0.1% -56 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 6,638 $593K 0.02% new 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 6,636 $593K 0.52% -247 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 6,634 $593K 0.27% +100 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 6,632 $593K 0.08% -677 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 6,623 $592K 0.03% -1,011 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 6,614 $591K 0.08% +2,192 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 6,612 $591K 0.24% -20 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 6,608 $591K 0.38% -1,703 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 6,593 $589K 0.08% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 6,567 $587K 0.03% -7,108 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 6,464 $578K 0.15% new 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 6,440 $576K 0.05% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 6,388 $571K 0.08% -112 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 6,351 $568K 0.18% -320 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 6,323 $565K 0.14% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 6,320 $565K 0.05% -66,444 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 6,309 $564K 0.17% +112 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 6,264 $560K 0.17% -99 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 6,250 $559K 0.2% -2,150 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,209 $555K 0.01% -33,584 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,199 $554K 0.1% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 6,181 $552K <0.01% -114,172 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 6,100 $547K <0.01% -106,569 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 5,983 $545K 0.15% +3,587 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 6,092 $544K 0.53% -200 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 6,086 $544K 0.05% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 6,068 $542K 0.07% -4,160 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 6,038 $540K 0.14% +1,645 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 6,000 $536K 0.16% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,947 $532K 0.12% +122 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 5,867 $524K <0.01% -20,836 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 5,819 $520K 0.02% 0 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 5,810 $519K 0.12% new 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 5,808 $519K 0.08% +578 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,794 $518K 0.02% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,783 $517K 0.16% +827 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 5,777 $516K 0.07% -317 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 5,771 $516K <0.01% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 5,723 $511K 0.07% -8,190 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,704 $510K 0.01% -46,753 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 5,688 $508K 0.04% -2,236 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 5,623 $503K 0.37% +2,886 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,623 $503K 0.01% -74,590 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 5,583 $499K 0.16% new 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 5,564 $497K 0.33% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 5,551 $496K 0.24% +202 13F-HR Timeline AMERICAN ASSET MANAGEMENT INC. More: the full row for AMERICAN ASSET MANAGEMENT INC. 5,523 $494K 0.44% +962 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,521 $493K 0.01% +2,343 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 5,500 $492K 0.39% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,490 $491K 0.01% -9,268 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 5,470 $490K 0.07% -20,000 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 5,475 $489K 0.02% -232 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 5,446 $487K 1.05% -5,508 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,440 $486K 0.03% +689 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 5,411 $484K 0.08% new 13F-HR Timeline Group Global View Capital Management LLC More: the full row for Global View Capital Management LLC 5,377 $481K 0.1% +648 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 5,355 $479K 0.04% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,295 $473K 0.04% -9,890 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 5,250 $469K 0.05% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,212 $466K 0.01% -1,259 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 5,200 $465K 0.06% 0 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 5,167 $462K 0.29% +162 13F-HR Timeline University of Illinois Foundation More: the full row for University of Illinois Foundation 5,161 $461K 0.16% -55,000 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 5,113 $458K 0.19% 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 5,124 $458K 0.06% +687 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 5,105 $456K 0.11% new 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 5,089 $455K 0.06% +296 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 5,077 $454K 0.01% -3,391 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 5,000 $447K 0.12% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,961 $443K 0.02% +185 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 4,954 $443K 0.13% -19 13F-HR/A Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,091 $441K 0.17% -10 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,925 $440K 0.02% -1,188 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,877 $436K 0.03% -107 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 4,816 $430K 0.08% +98 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 4,768 $426K 0.13% new 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 4,742 $424K 0.3% +44 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,738 $423K 0.05% -54 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,710 $422K 0.01% +11 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,717 $422K 0.08% new 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 4,698 $420K 0.04% -1,621 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,679 $418K 0.03% -698 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 4,664 $417K <0.01% +570 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 4,639 $415K 0.18% -214 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,631 $414K 0.04% -2,053 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 4,604 $412K 0.04% -200 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,589 $410K 0.15% +178 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,533 $405K 0.02% +2,640 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 4,532 $405K 0.01% -1,500 13F-HR Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 4,532 $405K 0.07% +2,175 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,518 $404K <0.01% -125 13F-HR/A Timeline Group STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 4,511 $403K 0.15% new 13F-HR Timeline Pinnacle Investment Management Ltd More: the full row for Pinnacle Investment Management Ltd 4,500 $402K 1.39% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 4,491 $401K 0.11% +185 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 4,372 $391K 0.43% -241 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 4,370 $391K 0.14% -7,181 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 4,319 $386K 0.02% +807 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 4,302 $384K 0.19% -309 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 4,275 $382K 0.14% 0 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 4,168 $372K 0.01% +125 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,128 $369K 0.01% +329 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 4,095 $366K 0.14% -9,402 13F-HR/A Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 4,085 $365K 0.12% -616 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,083 $365K 0.01% -3,178 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 4,085 $365K 0.31% -43,945 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 4,014 $359K 0.09% -3,055 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 4,000 $357K 0.06% -2,000 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 4,000 $357K 0.11% +1,000 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,973 $355K 0.02% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,928 $351K 0.11% +1,450 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,886 $347K 0.28% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,858 $345K 0.01% new 13F-HR Timeline Great Hill Capital LLC More: the full row for Great Hill Capital LLC 3,848 $344K 0.28% 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,811 $341K 0.09% -1,392 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,800 $340K 0.01% 0 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 3,795 $339K 0.12% -1,868 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,788 $339K 0.03% -213 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,787 $338K <0.01% +360 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 3,764 $336K 0.13% +31 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 3,725 $333K 0.09% -2,959 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 3,720 $332K <0.01% +1,150 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,705 $331K 0.01% +118 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 3,705 $331K 0.04% -499 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 3,700 $331K 0.04% 0 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 3,650 $326K 0.08% -676 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,637 $325K 0.02% +782 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 3,632 $325K 0.1% -129 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 3,616 $323K 0.17% -18 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 3,612 $323K 0.14% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,599 $322K 0.12% +477 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 3,597 $321K 0.02% new 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 3,595 $321K 0.21% -48 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,591 $321K 0.01% -3,967 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,565 $319K 0.09% -757 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 3,563 $318K 0.25% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,552 $317K 0.05% +336 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,549 $317K <0.01% +1,176 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,538 $316K <0.01% +115 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 3,510 $314K 0.01% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,506 $313K <0.01% -39 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 3,506 $313K 0.03% -236 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,491 $312K 0.02% +858 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,490 $312K 0.02% -320 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,467 $310K 0.11% +41 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,463 $310K <0.01% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,401 $304K <0.01% +933 13F-HR Timeline Group BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 3,396 $304K 0.08% -1,839 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 3,356 $300K 0.08% -141,379 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,346 $299K 0.22% -2,000 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 3,335 $298K 0.02% +834 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 3,334 $298K 0.09% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,312 $296K 0.01% -9,452 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 3,293 $294K 0.07% +585 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,261 $291K 0.04% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,254 $291K 0.02% -7,299 13F-HR/A Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 3,234 $289K 0.22% 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,226 $288K 0.03% -358 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,223 $288K <0.01% -1,646 13F-HR Timeline