Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 11,852 $3.01M 0.01% +1,524 13F-HR/A Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,529 $2.93M 0.03% -81 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,357 $2.88M 0.09% -319 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 11,324 $2.87M 1.41% -1,333 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 11,246 $2.85M 0.7% -54 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 11,233 $2.85M 0.4% +994 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 11,084 $2.81M 1.48% +89 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 11,067 $2.81M 0.59% +54 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 10,944 $2.78M 0.04% -307 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 10,800 $2.74M 0.13% -805 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 10,766 $2.73M 0.39% -920 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 10,352 $2.63M 0.01% -4,359 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,321 $2.62M 0.03% -733 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10,269 $2.61M 0.12% +1,226 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 10,219 $2.59M 0.1% -364 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 10,077 $2.56M 0.06% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 10,057 $2.55M 1.25% -214 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 9,831 $2.49M 1.37% 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 9,773 $2.48M 0.45% +60 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 9,574 $2.47M 0.04% -477 13F-HR Timeline Group TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 9,577 $2.43M 0.15% -169 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 9,359 $2.37M 0.06% +463 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 9,336 $2.37M 0.12% +108 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 9,277 $2.35M 0.07% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 9,240 $2.34M 0.04% +766 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,234 $2.34M 0.07% -391 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 9,218 $2.34M 0.22% +61 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 9,184 $2.33M 0.82% +577 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,178 $2.33M 0.03% -451 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 8,990 $2.28M 0.2% +250 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 8,948 $2.27M 1% -29 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 8,911 $2.26M 0.37% -1,791 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 8,865 $2.25M 0.05% -9,489 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 8,858 $2.25M 0.87% -504 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 8,735 $2.22M 0.51% -95 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 8,732 $2.22M 0.23% +601 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8,693 $2.21M 0.15% +113 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 8,642 $2.19M 1.62% -691 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 8,574 $2.18M 1.38% -8,675 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 8,522 $2.16M 0.02% -1,490 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 8,375 $2.12M 1.04% -300 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 8,319 $2.11M 1.24% -1,789 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 8,294 $2.1M 0.8% +231 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 8,280 $2.1M 0.95% +125 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,276 $2.1M 0.07% -951 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 8,271 $2.1M 0.06% +152 13F-HR/A Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 8,217 $2.08M 0.13% -530 13F-HR Timeline Group Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 8,169 $2.07M 0.06% +570 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,148 $2.07M 0.03% -134 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 8,047 $2.04M 0.08% -4,492 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,032 $2.04M 0.13% -81 13F-HR Timeline City State Bank More: the full row for City State Bank 7,952 $2.02M 0.71% -96 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,863 $1.99M 0.14% -185 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7,825 $1.99M 0.16% +402 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 7,822 $1.98M 0.03% -315 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,810 $1.98M 0.08% +706 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 7,762 $1.97M 0.13% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 7,717 $1.96M 0.23% +806 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,693 $1.95M 0.03% -696 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,684 $1.95M 0.08% -453 13F-HR Timeline Maiden Cove Capital, LLC More: the full row for Maiden Cove Capital, LLC 7,619 $1.93M 1.81% +3,442 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 7,560 $1.92M 0.5% -832 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,518 $1.91M 0.28% -63,082 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 7,480 $1.9M 0.21% +540 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 7,332 $1.86M 0.31% +238 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 7,314 $1.86M 1.7% 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 7,296 $1.85M 1.41% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 7,255 $1.84M 0.13% -297 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,237 $1.84M 0.04% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 7,109 $1.8M 0.35% 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,096 $1.8M 0.07% +4,487 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 7,059 $1.79M 1.12% +17 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,047 $1.79M 0.12% -1,279 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 7,016 $1.78M 0.01% new 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 6,934 $1.76M 0.3% -234 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 6,916 $1.75M 0.11% +5,966 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,801 $1.74M 0.02% -17 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 6,810 $1.73M 0.01% 0 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 6,752 $1.71M 0.68% +454 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,724 $1.71M 0.06% +4,589 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 6,661 $1.69M 0.07% +790 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 6,626 $1.68M 0.72% -138 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,618 $1.68M 0.04% +42 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,594 $1.67M 0.04% -298 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 6,566 $1.67M 0.47% -212 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,403 $1.67M 0.05% -1,537 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,076 $1.65M 0.01% -616 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 6,344 $1.61M 0.16% -25 13F-HR Timeline Gray Foundation More: the full row for Gray Foundation 6,300 $1.6M 0.46% +4,990 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 6,291 $1.6M 0.8% -743 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,278 $1.59M 0.14% +603 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,258 $1.59M 0.95% +31 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,160 $1.56M 0.05% -17 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 6,125 $1.55M 0.45% -425 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 6,030 $1.53M 0.26% -27 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 6,025 $1.53M 0.58% 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,006 $1.52M 0.05% +1,002 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,003 $1.52M 0.02% +2,195 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 5,988 $1.52M 1.75% 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,981 $1.52M 0.04% -76 13F-HR/A Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 5,974 $1.52M 0.14% -92 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 5,919 $1.5M 0.22% +704 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,850 $1.48M 0.26% +280 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,849 $1.48M 0.11% -846 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 5,830 $1.48M 0.49% 0 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 5,785 $1.47M 0.69% +306 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,628 $1.46M 0.04% -8 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 5,755 $1.46M 0.79% +11 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,739 $1.46M 0.09% -395 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 5,685 $1.44M 0.76% +57 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,682 $1.44M 0.08% +196 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 5,565 $1.41M 0.02% -161 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 5,492 $1.39M 0.81% -207 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 5,489 $1.39M 0.7% +248 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5,470 $1.39M 0.65% +405 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 5,445 $1.38M 0.23% -29 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,424 $1.38M 0.87% 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 5,422 $1.38M 0.8% -724 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,405 $1.37M 0.02% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 5,328 $1.35M 0.02% +2,617 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5,263 $1.34M 0.15% 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 5,252 $1.33M 0.16% 0 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 5,247 $1.33M 0.46% +132 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,236 $1.33M 0.02% -637 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 5,224 $1.33M 0.13% +119 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 5,222 $1.32M 0.1% -1,218 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,090 $1.29M 0.01% -360 13F-HR/A Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 5,030 $1.28M 0.01% -765 13F-HR Timeline Group WMS Partners, LLC More: the full row for WMS Partners, LLC 5,029 $1.28M 0.07% +6 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 4,973 $1.26M 0.48% 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,958 $1.26M 0.05% -332 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 4,955 $1.26M 0.33% -375 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,934 $1.25M 0.01% +75 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 4,933 $1.25M 0.82% +38 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 4,912 $1.25M 2.26% +16 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,910 $1.25M 0.13% -2,370 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,875 $1.24M 0.37% +70 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 4,837 $1.23M 0.17% -213 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,824 $1.22M 0.04% -184 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,820 $1.22M 0.04% -1,685 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,733 $1.2M 0.02% -3,647 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,731 $1.2M 0.11% +164 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 4,731 $1.2M 1.09% 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 4,656 $1.18M 0.59% +115 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,636 $1.18M 0.02% +507 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,586 $1.16M 0.04% +1,834 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,554 $1.16M 0.03% +13 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,548 $1.15M 0.03% -383 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 4,509 $1.14M 0.05% -105 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,506 $1.14M <0.01% -142 13F-HR Timeline Group Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 4,459 $1.13M 0.5% -687 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 4,432 $1.12M 0.41% -18,923 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,418 $1.12M 0.01% +135 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 4,405 $1.12M 0.83% 0 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) 4,401 $1.12M 0.02% -7,440 13F-HR Timeline Group Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 4,400 $1.12M 0.53% +864 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 4,383 $1.11M 0.08% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 4,325 $1.1M 0.16% +56 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 4,318 $1.1M 0.04% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,278 $1.09M 0.1% new 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 4,237 $1.07M 0.95% 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,219 $1.07M 0.01% +195 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 4,186 $1.06M 0.4% +502 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,130 $1.05M 0.14% +31 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,113 $1.04M 0.04% -84 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,108 $1.04M 0.27% +2,065 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 4,096 $1.04M 0.13% -1,113 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,088 $1.04M 0.06% +63 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 4,033 $1.04M 0.49% -128 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 4,003 $1.02M <0.01% -25 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 3,990 $1.01M 0.12% new 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 3,978 $1.01M 0.25% +279 13F-HR Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,973 $1.01M 0.24% -105 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,962 $1.01M <0.01% +2,881 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,958 $1M 0.17% -460 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,942 $1000K 0.02% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,941 $1000K 0.06% 0 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,912 $993K <0.01% -874 13F-HR Timeline Group Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 3,904 $990K 0.69% +89 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,881 $985K 0.01% -394 13F-HR Timeline Group Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 3,859 $978K 0.36% -1,297 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 3,845 $975K 0.53% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,832 $972K 0.03% -62 13F-HR Timeline Group One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,828 $971K 0.33% +124 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 3,805 $965K 0.6% -11,864 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 3,797 $963K 0.5% -6 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 3,790 $961K 0.14% -176 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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