EWA, LLC More: the full row for EWA, LLC 16,162 $2.24M 0.51% -337 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 14,722 $2.23M 1.43% +340 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 16,009 $2.21M 0.63% -316 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 15,902 $2.2M 0.01% +1,820 13F-HR Timeline Group QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 15,842 $2.19M 6.83% +37 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 15,625 $2.16M 0.52% +40 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 15,576 $2.15M 0.5% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 15,571 $2.15M 0.01% -265 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 15,453 $2.14M 0.24% -58 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 15,419 $2.13M 0.07% +341 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 15,259 $2.11M 0.05% +247 13F-HR Timeline Group SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 15,222 $2.11M 0.32% -264 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 15,190 $2.1M 0.31% +1,712 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 14,930 $2.07M 1.08% 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 14,833 $2.05M 0.02% +2,209 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 13,620 $2.05M 0.03% +556 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 14,744 $2.04M 0.19% +11,544 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 14,440 $2.01M 0.01% +7,934 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 14,259 $2.01M 0.04% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 14,500 $2.01M <0.01% new 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 14,345 $1.98M 0.15% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 14,334 $1.98M 0.03% +1,785 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. 14,333 $1.98M 0.04% +4,418 13F-HR Timeline Group Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 14,003 $1.94M 0.53% +501 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 13,942 $1.93M 1.28% -52 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 13,876 $1.92M 0.83% +90 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 13,742 $1.9M 1.31% +9,847 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 13,682 $1.89M 0.07% +1,338 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 13,445 $1.86M 0.3% -1,285 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 13,260 $1.83M 0.08% +914 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 13,225 $1.83M 0.01% +1,355 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 13,183 $1.82M 0.1% 0 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 13,146 $1.82M 0.6% +230 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 12,924 $1.79M 0.39% -3,833 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 12,917 $1.79M 0.33% +511 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 12,912 $1.79M 0.97% +6,302 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 12,828 $1.77M 0.05% +5 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 12,783 $1.77M 0.24% +69 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 12,647 $1.75M 0.01% +2,890 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 12,498 $1.73M 0.14% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 12,447 $1.72M 0.04% -315 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 12,304 $1.7M 0.06% +1,300 13F-HR Timeline Group LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 12,158 $1.68M 0.1% +104 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 12,140 $1.68M 0.35% -65 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 12,121 $1.68M 0.2% +3,115 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 12,070 $1.67M <0.01% +905 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 12,034 $1.66M <0.01% new 13F-HR Timeline Group Tannin Capital LLC More: the full row for Tannin Capital LLC 12,002 $1.66M 1.2% -613 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 11,999 $1.66M <0.01% +80 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 11,943 $1.65M 0.02% +6,447 13F-HR Timeline Group Five Pine Wealth Management More: the full row for Five Pine Wealth Management 11,943 $1.65M 1.03% +4,407 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 11,940 $1.65M 0.87% +121 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 16,205 $1.65M 0.02% 0 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 11,841 $1.64M 0.11% +49 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 11,731 $1.62M 0.02% +1,683 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 11,643 $1.61M <0.01% 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 11,632 $1.61M 0.62% -415 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 11,484 $1.59M 0.36% -332 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 11,414 $1.58M 1.01% +445 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 11,360 $1.57M 0.12% +389 13F-HR Timeline CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 11,310 $1.56M 0.06% new 13F-HR Timeline Group Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 11,274 $1.56M 0.48% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,227 $1.55M 0.03% +383 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 11,028 $1.53M 0.06% +68 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 11,018 $1.52M 0.16% +1 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 10,996 $1.52M <0.01% +2,500 13F-HR Timeline Group Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 10,962 $1.52M 0.7% -80 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,734 $1.51M 0.07% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 11,087 $1.51M 0.83% -228 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10,938 $1.51M 0.07% -166 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 10,936 $1.51M 0.21% +37 13F-HR Timeline CAPITOLIS LIQUID GLOBAL MARKETS LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for CAPITOLIS LIQUID GLOBAL MARKETS LLC 10,800 $1.49M 0.01% 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 10,634 $1.47M 0.12% +1 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 10,612 $1.47M 0.66% +25 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 10,590 $1.46M 1.12% +373 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 10,535 $1.46M 0.9% +286 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 10,523 $1.46M 0.36% +72 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 10,511 $1.45M 0.09% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 10,489 $1.45M 1% -10 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 10,427 $1.44M 0.55% +55 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 10,404 $1.44M 0.19% -172 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,386 $1.44M 0.04% +5,501 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 9,649 $1.44M 0.05% 0 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 10,257 $1.42M 1.57% -108 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 9,470 $1.41M 0.57% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 10,211 $1.41M 0.45% +2,364 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 10,187 $1.41M 0.53% +302 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 10,143 $1.41M 0.05% new 13F-HR Timeline Group Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 10,159 $1.41M 0.29% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 10,156 $1.4M 0.06% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 10,109 $1.4M 0.08% +174 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 10,070 $1.39M 0.71% 0 13F-HR/A Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 10,050 $1.39M 0.29% +3,565 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 10,000 $1.38M 0.07% 0 13F-HR/A Timeline ARIEL INVESTMENTS, LLC More: the full row for ARIEL INVESTMENTS, LLC 9,964 $1.38M 0.02% new 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 9,906 $1.37M 0.1% -5,793 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 9,823 $1.36M 0.11% +14 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 9,821 $1.36M 0.1% +197 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,758 $1.35M 0.03% -662 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 8,950 $1.35M 2.02% +7,143 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 9,674 $1.34M 1.26% -185 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 9,645 $1.33M 0.53% +20 13F-HR Timeline Drystone LLC More: the full row for Drystone LLC 9,609 $1.33M 1.2% +117 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 9,500 $1.31M 0.08% +322 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 9,484 $1.31M 0.05% +394 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 9,359 $1.29M 0.59% +2,845 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 9,273 $1.28M 0.22% +554 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 9,272 $1.28M 0.07% +218 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 9,225 $1.28M 0.08% +795 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 9,177 $1.27M 0.65% +3,758 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,165 $1.27M 0.03% +119 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 9,115 $1.26M 0.15% +394 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 9,087 $1.26M 0.11% -25 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 9,076 $1.26M 0.07% +3 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 9,065 $1.25M 0.49% 0 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 9,050 $1.25M 0.43% +68 13F-HR Timeline BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 9,045 $1.25M 0.01% -4,631 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 9,013 $1.25M 0.17% -108 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 9,004 $1.25M 0.37% +127 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,883 $1.23M 0.04% +56 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 8,865 $1.23M 0.01% new 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 8,802 $1.22M <0.01% -39,479 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 8,779 $1.21M 0.26% +708 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,762 $1.21M 0.02% -993 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 8,751 $1.21M 0.1% +361 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,721 $1.21M 0.08% -2,475 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 8,596 $1.19M 0.16% +47 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,543 $1.18M 0.12% +3 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 8,535 $1.18M 0.1% 0 13F-HR Timeline Group Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 8,533 $1.18M 0.58% +1 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 8,462 $1.17M 0.24% -220 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 8,392 $1.16M 0.49% +96 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 8,319 $1.15M 0.09% +59 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 8,310 $1.15M 0.06% new 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 8,250 $1.14M 0.39% +4,133 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 8,194 $1.13M 0.1% +2,435 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 8,181 $1.13M 0.03% +1,980 13F-HR/A Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 8,171 $1.13M 0.45% -23 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 8,166 $1.13M 0.29% -1,975 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 8,104 $1.12M 0.23% -123 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 8,031 $1.11M 1.37% +471 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,961 $1.1M 0.08% new 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 7,949 $1.1M 0.04% +26 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 7,918 $1.1M 0.22% -140 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,916 $1.09M 0.13% 0 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 7,909 $1.09M 0.27% -54 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 7,895 $1.09M 0.3% +1,346 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 7,888 $1.09M 0.11% +798 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 7,879 $1.09M 0.2% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 7,866 $1.09M 0.12% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 7,854 $1.09M 0.51% +118 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 7,793 $1.08M 0.02% +47 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 7,764 $1.07M 0.03% -41 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 7,738 $1.07M <0.01% +75 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,707 $1.07M 0.02% +946 13F-HR Timeline Group WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 7,665 $1.06M 0.5% +15 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,645 $1.06M 0.03% +14 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 7,574 $1.05M 0.44% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,553 $1.04M 0.06% +156 13F-HR Timeline Group Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 7,546 $1.04M 0.26% -36 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 7,529 $1.04M 0.64% +26 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 7,528 $1.04M 0.69% -30 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 7,500 $1.04M 0.24% -42 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 7,500 $1.04M 0.09% 0 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 7,500 $1.04M 0.48% 0 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 7,480 $1.03M 0.11% +18 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 7,450 $1.03M 0.39% 0 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 7,449 $1.03M 0.15% +228 13F-HR/A Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,419 $1.03M 0.05% -19 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 7,352 $1.02M 1% -33 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 7,352 $1.02M 0.17% +196 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 7,295 $1.01M 0.02% -148 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 7,268 $1M 0.23% +1 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 7,261 $1M 0.27% -1,177 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 7,215 $998K <0.01% -437 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 7,191 $995K 0.75% -388 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 7,162 $991K 0.51% -146 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 7,132 $986K 0.03% +8 13F-HR Timeline Group Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 7,118 $985K 0.25% -32 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 6,525 $984K 0.11% 0 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 7,119 $984K 0.44% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 7,092 $981K 0.34% +1,133 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 7,085 $980K 0.04% 0 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 7,071 $978K 0.02% +2,474 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 7,055 $976K 0.09% -32 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 6,990 $967K 0.1% new 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 6,901 $967K 0.22% -1,933 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,893 $954K 0.01% +1,869 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,875 $951K 0.02% +4,241 13F-HR Timeline Financial Planning Fort Collins, LLC More: the full row for Financial Planning Fort Collins, LLC 6,302 $947K 0.74% +72 13F-HR Timeline Kovack Advisors, Inc. 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