Financial Freedom, LLC More: the full row for Financial Freedom, LLC 9,234 $2.4M 1.19% -672 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 9,048 $2.35M 0.05% +4 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,043 $2.35M 0.01% +2 13F-HR/A Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 8,991 $2.33M 0.04% -431 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,909 $2.31M 0.02% -197 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 8,840 $2.29M 0.21% -2,058 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 8,813 $2.29M 0.13% +867 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 8,806 $2.29M 0.03% +204 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,661 $2.25M 0.06% +1,001 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 8,607 $2.23M 1.64% -4,087 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,524 $2.21M 0.03% +69 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 8,435 $2.19M 0.05% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8,399 $2.18M 0.14% -249 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 8,375 $2.17M 0.89% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 8,333 $2.16M 0.17% -708 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 8,225 $2.14M 0.46% -25 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,900 $2.13M 0.19% new 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 8,131 $2.11M 0.82% -150 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 8,128 $2.11M 0.11% -972 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,799 $2.02M 0.04% -8,942 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 7,695 $2M 0.35% +4,615 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,433 $1.93M 0.2% +4,470 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,011 $1.91M 0.03% +2,156 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 7,350 $1.91M 0.26% +542 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,328 $1.9M 0.01% +2,792 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 7,296 $1.89M 1.27% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 7,284 $1.89M 0.55% -56 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,281 $1.89M 0.03% -50 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 7,047 $1.83M 0.11% -21 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 7,011 $1.82M 0.45% -1,579 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,009 $1.82M 0.03% -197 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 6,939 $1.8M 1.36% -152 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 6,904 $1.79M 0.17% +1,324 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 6,885 $1.79M 0.06% new 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 6,863 $1.78M 0.56% +1,671 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,772 $1.76M 0.11% -5,388 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,538 $1.74M 0.58% +29 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 6,704 $1.74M 0.4% -724 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 6,700 $1.74M 0.19% -134 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 6,698 $1.74M 0.01% -1,682 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,690 $1.74M 0.17% -50 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,652 $1.73M 0.05% -371 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 6,641 $1.72M 0.84% -558 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,553 $1.7M 0.04% +978 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,526 $1.69M 0.01% -836 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,435 $1.67M 0.88% +2,951 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,380 $1.66M 0.05% +3,959 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 6,351 $1.65M 0.5% +3,167 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 6,105 $1.65M 0.5% +527 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 6,320 $1.64M 0.04% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 6,288 $1.63M 0.4% -30 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,271 $1.63M 0.02% -421 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 6,271 $1.63M 0.23% +356 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,229 $1.62M 0.02% -99 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,187 $1.61M 0.1% -147 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 6,185 $1.61M 1.44% -372 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 6,142 $1.59M 0.15% +137 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 6,138 $1.59M 1.56% +26 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,099 $1.58M 0.01% +665 13F-HR/A Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,090 $1.58M 0.01% +466 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 6,080 $1.58M <0.01% +1,447 13F-HR Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 6,049 $1.57M <0.01% new 13F-HR/A Timeline Advantage Trust Co More: the full row for Advantage Trust Co 6,035 $1.57M 0.71% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 6,024 $1.56M 0.23% -8 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,889 $1.53M 0.07% +316 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 5,830 $1.51M 0.44% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,819 $1.51M 0.04% -109 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 5,810 $1.51M 0.44% -2,163 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 5,751 $1.49M 0.51% -6,927 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 5,748 $1.49M 0.89% -216 13F-HR/A Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,482 $1.49M 0.06% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,735 $1.49M 0.08% +316 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 5,729 $1.49M 0.36% -500 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,642 $1.46M 0.07% -5,695 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 5,632 $1.46M 1.06% +288 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 5,628 $1.46M 0.38% +108 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 5,626 $1.46M 0.67% -8 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 5,606 $1.46M <0.01% -1,550 13F-HR Timeline Group BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 5,537 $1.44M 0.18% -1,974 13F-HR Timeline Group STAPP WEALTH MANAGEMENT, PLLC More: the full row for STAPP WEALTH MANAGEMENT, PLLC 5,525 $1.43M 1.93% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 5,516 $1.43M <0.01% +150 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,507 $1.43M 0.02% -818 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,495 $1.43M 0.09% +2,336 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 5,464 $1.42M 0.19% -422 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 5,450 $1.41M 0.02% -32 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,415 $1.41M 0.03% +347 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 5,409 $1.4M 0.38% +39 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 5,400 $1.4M <0.01% -4,900 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,370 $1.39M 0.02% -5 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,357 $1.39M 0.03% -55 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,352 $1.39M 0.01% +371 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 5,300 $1.38M 0.05% -106 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 5,282 $1.37M 0.12% 0 13F-HR Timeline Group Live Oak Investment Partners More: the full row for Live Oak Investment Partners 5,274 $1.37M 0.91% +895 13F-HR/A Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 5,064 $1.37M 0.12% -45 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 5,249 $1.36M 0.12% -795 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 5,217 $1.35M 0.05% +598 13F-HR/A Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,182 $1.35M 0.03% -371 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 5,177 $1.34M 0.07% +922 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,172 $1.34M 0.06% -182 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5,170 $1.34M 0.12% 0 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 5,113 $1.33M 0.45% -142 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 5,107 $1.32M 0.45% +83 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 5,102 $1.32M 0.49% -127 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,077 $1.32M 0.03% +578 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 5,023 $1.3M 0.17% +2,081 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 4,998 $1.3M 0.18% -249 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 4,955 $1.29M 0.76% -1,747 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 4,947 $1.28M 0.07% -1,325 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 4,947 $1.28M 0.55% -92 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,916 $1.28M 0.02% -57 13F-HR Timeline Group Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 4,890 $1.27M 1.09% +116 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,670 $1.26M 0.03% +8 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,827 $1.25M 0.14% -50 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 4,821 $1.25M 1.94% +5 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,817 $1.25M 0.1% +10 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 4,800 $1.25M 0.1% -464 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,768 $1.24M 0.03% +105 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 4,631 $1.2M 0.56% +5 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,604 $1.2M 0.04% +805 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,550 $1.18M 0.02% +195 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,552 $1.18M <0.01% +18 13F-HR Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 4,549 $1.18M 0.05% -10 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,530 $1.18M 0.3% -445 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 4,529 $1.18M 0.11% -75 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,429 $1.15M 0.07% +441 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,424 $1.15M 0.07% +265 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 4,397 $1.14M 0.16% -416 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 4,385 $1.14M 0.68% -20 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,384 $1.14M 0.04% +671 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 4,383 $1.14M 0.08% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4,372 $1.14M 0.3% -3,563 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,331 $1.12M 0.25% -88 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,286 $1.11M 0.01% +60 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,286 $1.11M 0.39% +339 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 4,217 $1.09M 0.34% new 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 4,204 $1.09M 0.44% -1,302 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 4,204 $1.09M 0.96% -2,079 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,182 $1.09M 0.01% -77 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 4,181 $1.09M 0.2% -45 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,178 $1.08M 0.04% -370 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 4,156 $1.08M 0.12% -130 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 4,151 $1.08M 0.37% -4 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,098 $1.06M 0.12% -49 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 3,870 $1.06M 0.49% +175 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,929 $1.06M 0.01% -1,918 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 4,045 $1.05M <0.01% -12,701 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 4,022 $1.04M 1.01% 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,003 $1.04M 0.01% -482 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,994 $1.04M 0.01% -53 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 3,970 $1.03M <0.01% new 13F-HR Timeline Group FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 3,948 $1.02M 0.16% -3,370 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 3,930 $1.02M 0.02% -406 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,915 $1.02M 0.02% -2,474 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,881 $1.01M 0.03% -76 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,881 $1.01M 0.01% -80 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 3,843 $998K <0.01% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,828 $994K 0.12% -341 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 3,827 $993K 0.46% -5,438 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,777 $981K 0.02% +2 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,773 $979K <0.01% new 13F-HR Timeline Group WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 3,768 $978K 0.38% -57 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 3,739 $971K 0.08% +2,185 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 3,737 $970K 0.22% 0 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 3,736 $970K 0.26% +158 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,733 $969K 0.1% 0 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 3,732 $969K 0.42% -12 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,725 $967K <0.01% +1,133 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,705 $962K 0.05% -292 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 3,700 $961K 0.44% -98 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 3,700 $961K 0.24% 0 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 3,616 $939K 0.01% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,607 $936K 0.03% +632 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 3,605 $936K 0.44% +257 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 3,564 $925K 0.28% -18 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. 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