TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,692 $912K 0.21% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,684 $909K 0.19% +120 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 2,633 $892K 0.4% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,663 $880K 0.06% -65 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 2,870 $847K 0.15% 0 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 2,493 $845K 0.21% +6 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,489 $843K 0.54% -25 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,479 $840K <0.01% +1,792 13F-HR Timeline Group FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2,458 $833K 0.12% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,441 $827K <0.01% -76 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,405 $815K 0.01% +264 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,400 $813K 0.01% +15 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 2,346 $795K 0.29% -76 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,291 $776K 0.12% -21 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,294 $766K 0.02% +5 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,213 $750K <0.01% -13 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,210 $749K <0.01% +1,084 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,103 $712K 0.02% -1,098 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 2,100 $711K 0.31% +604 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 2,050 $694K 0.15% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,040 $691K 0.13% +1,877 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 2,009 $680K 0.19% -35 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,988 $673K 0.17% +25 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,885 $656K 0.01% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,930 $654K 0.06% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,910 $647K 0.02% 0 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 1,904 $645K 0.3% -5 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 1,858 $629K <0.01% +668 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 1,855 $628K 0.05% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,854 $628K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,833 $621K <0.01% -12 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,719 $582K 0.09% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,714 $581K 0.1% 0 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 1,709 $579K 0.05% -434 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,658 $562K 0.02% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,657 $561K 0.05% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,630 $552K 0.03% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,616 $547K 0.02% -30 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1,588 $538K 0.06% +1 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 1,568 $531K 0.04% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,544 $523K 0.26% 0 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,514 $513K 0.03% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,493 $506K <0.01% +669 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,483 $502K 0.1% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,478 $501K 0.01% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,480 $497K 0.03% -18 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,463 $496K <0.01% 0 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 1,440 $488K 0.12% -800 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,425 $483K 0.02% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,404 $475K 0.02% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,393 $474K 0.01% +3 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,390 $471K 0.01% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,388 $470K 0.06% 0 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 1,382 $468K 0.05% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,382 $468K 0.01% -390 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,377 $466K 0.21% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,373 $465K 0.02% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,371 $463K 0.07% new 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 1,367 $463K 0.07% +4 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,365 $462K 0.02% -412 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 1,351 $458K 0.16% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,343 $455K 0.01% -41 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 1,340 $454K 0.06% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,337 $453K 0.03% -32 13F-HR Timeline TLWM More: the full row for TLWM 1,309 $443K 0.07% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,296 $439K 0.01% new 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 1,285 $435K 0.19% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 1,277 $433K <0.01% new 13F-HR Timeline Group BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 1,274 $431K 0.17% +4 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1,270 $430K 0.02% +545 13F-HR Timeline Williams & Novak, LLC More: the full row for Williams & Novak, LLC 1,222 $414K 0.28% +193 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,221 $413K 0.01% -1 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,209 $410K 0.04% new 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,205 $408K 0.03% -33 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,201 $407K 0.14% +4 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,200 $406K 0.01% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 1,180 $400K <0.01% +42 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 1,177 $399K 0.09% +998 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 1,172 $397K 0.04% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,168 $395K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,136 $385K 0.03% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,130 $383K 0.03% +3 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 1,130 $383K 0.13% 0 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 1,124 $381K 0.12% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,119 $379K 0.01% -166 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 12,404 $372K 0.09% new 13F-HR Timeline ZENITH SOLUTIONS, INC. More: the full row for ZENITH SOLUTIONS, INC. 1,090 $369K 0.33% 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 1,084 $369K 0.12% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,087 $368K 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,082 $366K <0.01% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,054 $357K 0.01% -82 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 1,026 $348K 0.03% +1 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,016 $344K 0.02% -13 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,002 $339K 0.13% 0 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 1,002 $339K 0.13% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 960 $325K 0.01% new 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 959 $325K <0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 933 $316K <0.01% -1,228 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 910 $308K 0.03% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 901 $306K 0.08% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 900 $305K 0.1% 0 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 892 $302K 0.07% +45 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 892 $302K 0.02% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 887 $300K 0.05% +172 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 885 $300K <0.01% -4 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 879 $298K 0.17% +3 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 865 $293K 0.15% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 845 $286K 0.01% 0 13F-HR Timeline Group PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 844 $286K 0.01% 0 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 841 $285K 0.18% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 840 $285K <0.01% -25 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 825 $279K 0.05% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 824 $279K <0.01% +21 13F-HR Timeline Group Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 824 $279K 0.05% 0 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 820 $278K 0.18% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 807 $273K 0.03% 0 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 806 $273K 0.09% -10 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 805 $273K 0.05% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 796 $270K 0.03% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 793 $269K 0.01% 0 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 787 $267K 0.04% +12 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 787 $266K 0.03% 0 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 784 $266K 0.2% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 784 $265K <0.01% +212 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 778 $264K 0.01% +16 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 776 $263K 0.01% -102 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 770 $260K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 768 $260K <0.01% -7 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 765 $259K <0.01% new 13F-HR Timeline Group Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 748 $253K 0.1% 0 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 742 $253K 0.17% +53 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 734 $249K 0.07% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 722 $245K 0.01% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 714 $242K 0.02% +23 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 705 $239K <0.01% 0 13F-HR Timeline Group Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 701 $237K 0.13% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 700 $237K <0.01% 0 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 700 $237K <0.01% new 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 700 $237K <0.01% 0 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 700 $237K 0.02% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 696 $236K 0.03% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 690 $234K 0.01% new 13F-HR Timeline Group PCM Encore, LLC More: the full row for PCM Encore, LLC 685 $232K 0.04% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 680 $230K <0.01% 0 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 679 $230K 0.13% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 760 $229K <0.01% -960 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 674 $228K <0.01% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 660 $224K 0.05% new 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 660 $223K 0.03% new 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 656 $222K 0.02% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 654 $222K 0.08% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 652 $221K 0.01% new 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 642 $217K 0.06% -901 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 635 $215K 0.01% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 625 $212K <0.01% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 621 $210K 0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 621 $210K 0.02% 0 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 605 $205K 0.01% new 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 597 $203K 0.08% new 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 686 $202K <0.01% -1 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 569 $193K 0.02% -60 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 550 $186K <0.01% +54 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 549 $186K 0.02% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 531 $180K <0.01% +505 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 509 $172K 0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 392 $133K <0.01% +309 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 389 $132K <0.01% +247 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 350 $119K <0.01% 0 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 348 $118K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 345 $117K <0.01% new 13F-HR Timeline Group Rice Partnership, LLC More: the full row for Rice Partnership, LLC 243 $82.3K 0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 222 $75.2K <0.01% +28 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 214 $72.5K 0.03% -8 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 158 $53.5K 0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 155 $52.5K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 145 $49.1K <0.01% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 133 $45K 0.01% +10 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 110 $37.3K 0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 105 $35.6K <0.01% -20 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 105 $35.6K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 100 $33.9K <0.01% 0 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 100 $33.9K <0.01% 0 13F-HR Timeline Group Atomic Invest LLC More: the full row for Atomic Invest LLC 68 $22.8K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 61 $20.6K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 51 $17.3K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 47 $15.9K <0.01% +29 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 36 $12.2K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 36 $12.1K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 31 $10.5K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 25 $8.47K <0.01% new 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 21 $7.04K <0.01% 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) 20 $6.77K <0.01% new 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 20 $6.77K <0.01% 0 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 19 $6K 0.01% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 17 $5.76K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 12 $4.17K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 10 $3.47K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 10 $3.39K <0.01% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 8 $2.71K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 5 $1.7K <0.01% 0 13F-HR Timeline