Creative Planning in group Creative Planning More: the full row for Creative Planning 6,806 $268K <0.01% -17,942 13F-HR Timeline Group FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 6,710 $264K 0.04% -824 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 6,628 $261K <0.01% new 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 6,625 $261K <0.01% -1,475 13F-HR Timeline Group UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 6,616 $261K 0.04% -5,401 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 6,422 $253K 0.12% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 6,384 $251K 0.12% -143 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 6,250 $246K 0.14% 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 6,000 $242K 0.02% 0 13F-HR Timeline Group Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 5,700 $224K 0.24% 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 5,580 $220K 0.06% -668 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 5,436 $214K 0.04% new 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 5,357 $211K 0.06% new 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 4,465 $176K 0.06% new 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) 3,744 $147K <0.01% +3,091 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 3,727 $147K <0.01% +2,570 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 3,250 $131K 0.09% -250 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,902 $114K 0.02% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,507 $98.7K <0.01% +3 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 2,506 $98.7K 0.05% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,500 $98.5K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,475 $97.5K <0.01% +1,450 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,861 $73.3K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,514 $59.6K 0.05% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,400 $55.1K 0.02% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,357 $53.4K 0.05% -41 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,333 $52.5K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,178 $46.4K 0.03% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 749 $29.5K <0.01% -453 13F-HR Timeline Group Wellington Grp LLC More: the full row for Wellington Grp LLC 647 $25.5K 0.01% 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 644 $25.3K <0.01% +1 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 642 $25.3K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 575 $22.6K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 302 $12K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 267 $10.5K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 232 $9.14K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 178 $7.01K <0.01% -1,555 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 128 $5.04K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 116 $4.57K <0.01% new 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 113 $4.45K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 105 $4K <0.01% -27 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 67 $2.64K <0.01% 0 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 57 $2.25K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 52 $2.05K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 47 $1.85K <0.01% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 27 $1.06K <0.01% -53 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 24 $1K <0.01% new 13F-HR Timeline Group