HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 68,623 $3.22M <0.01% -59,271 13F-HR Timeline Group PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 68,003 $3.19M 2.54% +1,070 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 66,384 $3.12M 1.15% +100 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 65,945 $3.1M 4.9% -2,315 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 65,099 $3.06M 0.07% +5,530 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 65,079 $3.06M <0.01% +3,340 13F-HR Timeline Group Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 64,613 $3.05M 1.77% +6,006 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 64,830 $3.04M 0.06% +1,140 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 63,661 $3.02M 0.17% new 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 64,027 $3.01M 1.37% +7,102 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 62,200 $2.92M 0.01% +59,200 13F-HR Timeline Group Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 61,915 $2.91M 2.01% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 61,266 $2.88M 0.04% +5,351 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 61,285 $2.88M <0.01% +20,371 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 60,859 $2.86M 0.04% +14,022 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 59,107 $2.78M 2% +173 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 59,022 $2.77M 1.89% +1,316 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 59,020 $2.77M 0.51% +1,145 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 58,094 $2.73M 0.01% +5,114 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 57,778 $2.71M 0.06% -7,860 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 57,165 $2.68M 0.54% -2,664 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 56,879 $2.67M 0.18% 0 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 56,814 $2.67M 0.7% +4,450 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 56,811 $2.67M 0.05% -3,420 13F-HR Timeline Group Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 55,958 $2.63M 1.05% +218 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 54,582 $2.56M <0.01% -7,332 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 53,631 $2.52M 1.66% +479 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 52,333 $2.46M 1.47% +5,304 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 52,144 $2.45M 0.02% new 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 51,774 $2.43M 0.09% -5,577 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 50,977 $2.39M 0.08% +1,093 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 49,988 $2.35M 0.04% -3,803 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 49,636 $2.33M 0.8% 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 49,258 $2.31M 0.5% -3,935 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 48,639 $2.28M 0.19% -1,904 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 48,491 $2.28M 0.21% -179 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 47,810 $2.25M 0.09% +8,047 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 47,755 $2.24M 0.51% +365 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 46,584 $2.19M 0.32% +7,079 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 45,484 $2.14M 1.69% +913 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 45,459 $2.13M 0.03% +11,412 13F-HR Timeline Group Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 44,328 $2.08M 1.16% -1,873 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 42,669 $2M 0.01% +2,969 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 42,033 $1.97M 0.04% +103 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 41,788 $1.96M 0.14% +912 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 41,536 $1.95M 0.05% +267 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 41,490 $1.95M 0.11% -6,171 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 41,327 $1.94M 0.88% -5,289 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 40,714 $1.91M 0.01% +14,962 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 40,239 $1.89M 0.09% -1,682 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 39,165 $1.84M 1.07% -75 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 39,130 $1.84M <0.01% +5,740 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 38,862 $1.82M 0.03% +9,004 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 38,499 $1.81M 0.05% +12,395 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 38,494 $1.81M <0.01% new 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 37,121 $1.74M 0.11% -2,345 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 37,087 $1.74M 0.69% +2,849 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 36,806 $1.73M 0.02% -19,441 13F-HR Timeline Group City State Bank More: the full row for City State Bank 36,722 $1.72M 0.5% -7,205 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 36,162 $1.7M 0.16% +285 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 36,000 $1.69M 0.06% 0 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 35,928 $1.69M 0.04% +5,098 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 35,674 $1.68M 0.27% +1,528 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 35,396 $1.66M <0.01% -845 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 35,352 $1.66M 0.05% +8,922 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 34,758 $1.63M 0.69% +13,161 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 34,193 $1.61M 0.01% -28,178 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 34,005 $1.6M 0.19% +71 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 33,769 $1.59M 0.1% new 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 33,613 $1.58M 0.5% new 13F-HR/A Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 33,528 $1.57M 0.02% +6,622 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 33,401 $1.57M 1.14% +3,568 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 33,143 $1.56M 0.13% -30,014 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 32,880 $1.54M 0.16% -290 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 32,770 $1.54M 0.13% -3,036 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 32,310 $1.52M 0.39% +2,595 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 32,286 $1.52M 0.06% +27,624 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 31,487 $1.48M 0.03% +26,210 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 31,160 $1.46M 0.09% 0 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 29,985 $1.41M 0.34% +1,868 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 29,456 $1.38M 0.45% -391 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 28,978 $1.36M 0.09% +7,228 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 28,866 $1.36M 0.3% +3,380 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 25,308 $1.36M 0.61% new 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 27,572 $1.29M 0.42% +6,495 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 27,440 $1.29M 0.11% 0 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 27,175 $1.28M 0.21% +549 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 26,745 $1.26M 0.1% +1,603 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 26,716 $1.25M 0.01% +663 13F-HR Timeline Group Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 25,736 $1.21M 0.33% +1,108 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 25,160 $1.18M 0.02% +1,797 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 24,680 $1.16M 0.03% +4,481 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 23,604 $1.11M 0.05% +1,020 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 23,493 $1.1M 0.38% -2,822 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 23,383 $1.1M <0.01% -49,865 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 22,890 $1.07M 0.05% new 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 22,695 $1.07M 0.1% +4,020 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 22,554 $1.06M 0.01% +14,859 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 22,539 $1.06M 0.39% +2,214 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 21,607 $1.02M 0.3% -2,199 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 21,692 $1.02M 0.3% -699 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 21,604 $1.01M 0.09% -2,249 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 21,491 $1.01M 0.7% +9,362 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 21,399 $1M 0.23% -8,970 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 20,670 $971K <0.01% -71,812 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 20,109 $944K <0.01% -3,993 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 20,010 $940K 0.13% +565 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 19,959 $937K 0.29% -451 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 19,886 $934K 0.01% -2,636 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 19,563 $919K 0.01% +2,990 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 19,550 $918K 0.82% -11,915 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 19,142 $899K 0.02% -3,296 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 18,691 $878K 0.06% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 18,688 $878K 0.02% -1,708 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 18,679 $877K 0.17% -16,210 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 18,580 $873K 0.39% -7,365 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 18,347 $862K 0.08% +32 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 18,235 $856K 0.79% -28 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 18,220 $856K <0.01% +10,689 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 17,991 $845K 0.15% +3,399 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 17,929 $842K 0.3% +184 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 17,777 $835K 0.13% -1,763 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 17,707 $832K 0.38% -1,232 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 17,660 $829K 0.35% +2,813 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 17,090 $803K 0.03% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 16,740 $786K 0.1% +1,887 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 16,734 $786K 0.49% +170 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 16,650 $782K 0.03% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 16,439 $772K 0.01% -786 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 15,626 $741K 1.1% +7,353 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 15,677 $737K 0.08% +1,768 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 15,501 $728K 0.02% +280 13F-HR Timeline Group A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 15,393 $723K 0.61% 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 15,298 $718K 0.1% -2,671 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 15,029 $706K 0.01% -2,636 13F-HR/A Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 14,990 $704K 0.17% +520 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 14,942 $702K 0.56% +192 13F-HR/A Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 14,872 $698K 0.19% -26,008 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 14,798 $695K 0.44% -622 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 14,748 $693K 0.02% +5,467 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 14,171 $665K <0.01% +328 13F-HR/A Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 14,091 $662K 0.97% +2,609 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 13,830 $649K 0.26% -904 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 13,717 $644K 0.16% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 13,702 $643K 0.02% +1,587 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 13,621 $640K 0.02% -1,241 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 13,490 $633K 0.6% -53,269 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 13,478 $633K 0.49% 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 13,436 $631K 0.01% -113 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 13,350 $627K 0.22% +976 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 13,335 $626K <0.01% +7,655 13F-HR Timeline Group AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 13,302 $625K 0.12% +925 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 13,167 $618K 0.26% +233 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 13,022 $612K <0.01% +416 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 12,925 $607K 0.08% 0 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 12,583 $591K 0.05% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 12,505 $587K 0.07% -2,173 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 12,417 $583K 0.23% -8,056 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 12,348 $580K <0.01% +1,869 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 12,320 $579K 0.02% +1,061 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 12,294 $577K 0.3% +3,404 13F-HR/A Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 12,008 $564K 0.28% -1,392 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 11,980 $563K 0.35% +176 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 11,968 $562K 0.02% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 11,901 $559K 0.05% +998 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 11,803 $554K 0.11% +52 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 11,800 $554K 0.09% -311 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,750 $550K 0.02% +4,959 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,677 $548K 0.03% +1,453 13F-HR Timeline Group Saranac Partners Ltd More: the full row for Saranac Partners Ltd 11,483 $539K 0.1% +4,510 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 11,201 $526K 0.1% 0 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 10,750 $505K 0.15% +735 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 10,718 $503K 0.02% +96 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 10,654 $500K 0.03% -118 13F-HR Timeline Group VestGen Investment Management More: the full row for VestGen Investment Management 10,585 $497K 0.3% +263 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,577 $497K 0.02% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 10,556 $496K 0.02% -6,233 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 10,455 $495K 0.13% +3,083 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 10,402 $491K 0.03% +2,483 13F-HR/A Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 10,337 $485K 0.03% +188 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 10,305 $484K 0.07% +633 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 10,097 $474K 0.1% -670 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 10,076 $473K 0.01% -1,111 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 9,686 $455K 0.01% +625 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 9,323 $438K 0.07% +240 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 9,327 $438K <0.01% +54 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 9,275 $436K 0.01% +2,617 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 9,209 $432K 0.32% -104 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,090 $427K <0.01% +1,061 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 9,081 $426K 0.03% +1,673 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 8,880 $417K 0.03% +8,814 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 8,827 $416K 0.19% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,846 $415K 0.01% +5,409 13F-HR/A Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 8,735 $410K 0.06% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,683 $408K <0.01% -292 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 8,595 $404K <0.01% +61 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 8,560 $402K 0.06% +14 13F-HR Timeline CULTIVAR CAPITAL, INC. 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