GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 12,907 $648K 0.31% +207 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 12,718 $639K 0.19% +5 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 12,714 $639K 0.02% -102 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 12,680 $637K <0.01% -998 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 12,652 $636K 0.02% +3,071 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 12,596 $633K 0.04% +5,943 13F-HR Timeline Group Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 12,470 $626K 0.74% +75 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 12,467 $626K 0.01% +877 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 12,455 $626K 0.2% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 12,411 $623K 0.02% +435 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 12,137 $610K 0.28% -381 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11,977 $602K 0.01% +1,573 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 11,890 $597K 0.01% -9 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 11,795 $592K 0.1% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 11,730 $582K 0.03% +4,431 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 11,528 $579K 0.42% -3,979 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 11,512 $579K 0.63% +6,997 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 11,412 $573K <0.01% +3,333 13F-HR Timeline Group Northstar Group, Inc. More: the full row for Northstar Group, Inc. 11,078 $556K 0.07% +1 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 10,950 $550K 0.16% 0 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 10,939 $549K 0.3% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 11,074 $549K 0.01% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 10,876 $546K 0.03% +1,430 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 10,864 $546K 0.29% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 10,734 $539K 0.38% -1,485 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 10,693 $537K 0.06% -409 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 10,673 $536K 0.05% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 10,642 $535K 0.07% new 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 10,630 $534K 0.05% -1,018 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 10,541 $529K 0.22% -319 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 10,426 $524K 0.18% +1,541 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 10,386 $522K 0.22% +489 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 10,301 $517K 0.01% +196 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 10,185 $512K 0.07% +1 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,170 $511K 0.01% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 10,138 $509K 0.09% +1,982 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 10,057 $505K 0.4% -1,746 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 10,040 $504K 0.25% +424 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 10,027 $504K 0.2% +5 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 10,016 $503K 0.19% 0 13F-HR/A Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 9,955 $500K 0.33% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 9,776 $491K 0.01% -14 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 9,773 $491K 0.22% -10,214 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 9,754 $490K 0.05% +726 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 9,704 $487K 0.14% +2,060 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 9,657 $485K 0.03% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 9,645 $484K 0.04% -975 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 9,535 $479K 0.01% -300 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 9,473 $476K 0.12% -1,672 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 9,200 $462K 0.34% -133 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 9,096 $457K 0.4% -1,878 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 9,092 $457K 0.08% +1,980 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 9,078 $456K 0.16% +263 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 9,075 $456K 0.12% -1,500 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9,069 $456K 0.01% -545 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 8,967 $450K 0.01% +60 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 8,924 $448K 0.02% +516 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 8,859 $445K 0.08% +3,921 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 8,750 $440K 0.17% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,690 $437K 0.02% +468 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 8,660 $435K 0.11% new 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 8,635 $434K 0.15% +2,998 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 8,601 $432K 0.24% +515 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 8,536 $429K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 8,490 $426K 0.01% -450 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,484 $426K 0.03% -100 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 8,398 $422K 0.02% +1,522 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 8,357 $420K 0.01% +1,876 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 8,301 $417K 0.02% +119 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 8,285 $416K 0.07% 0 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 8,190 $411K 0.13% +3,572 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 8,152 $409K 0.15% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 7,967 $400K 0.1% new 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 7,950 $399K 0.2% 0 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 7,944 $399K 0.34% +2 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 7,891 $396K 0.07% -64 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 7,880 $396K <0.01% -1,936 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 7,874 $396K 0.04% -89 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 7,734 $388K 0.38% -171 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 7,618 $383K 0.05% +1,492 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 7,519 $378K 0.06% -29,844 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 7,433 $373K 0.2% -63 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 7,343 $369K 0.18% -1 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 7,321 $368K 0.03% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,320 $368K 0.01% +1,483 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 7,276 $365K 0.24% +55 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,269 $365K <0.01% new 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 7,259 $365K 0.34% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 7,230 $363K 0.02% +445 13F-HR Timeline Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 7,097 $356K 0.21% 13F-HR Timeline Group WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 6,999 $352K 0.26% 0 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 6,917 $347K 0.18% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 6,904 $347K 0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 6,843 $344K 0.08% -468 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 6,808 $342K 0.09% +140 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 6,801 $342K 0.21% +2,562 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 6,790 $341K 0.17% +41 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,672 $335K 0.02% +164 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 6,630 $333K 0.25% -4,949 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 6,628 $333K 0.05% -8,176 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 6,607 $332K 0.05% -1,074 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 6,553 $329K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 6,533 $328K 0.13% +535 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 6,503 $327K 0.11% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,565 $326K 0.01% +47 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 6,404 $322K 0.14% -1,565 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 6,354 $319K 0.06% +55 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 6,345 $319K 0.07% +1,508 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 6,234 $313K 0.08% 0 13F-HR Timeline WealthCare Asset Management, LLC More: the full row for WealthCare Asset Management, LLC 6,226 $313K 0.13% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 6,186 $311K 0.02% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 6,158 $309K 0.1% 0 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 6,143 $309K 0.15% -496 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,136 $308K <0.01% -3,521 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,084 $306K 0.01% new 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 6,137 $305K 0.01% new 13F-HR Timeline Group W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 6,043 $304K 0.17% +2 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 5,997 $301K 0.08% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 6,038 $299K <0.01% +5,930 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5,935 $298K 0.08% -272 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 5,885 $293K 0.2% -106 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 5,784 $291K 0.06% +843 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,740 $288K 0.01% -566 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 5,722 $287K 0.01% -1,028 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,721 $287K 0.01% new 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 5,709 $287K 0.08% +400 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 5,709 $287K 0.24% +49 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 5,700 $286K 0.14% 0 13F-HR Timeline BluePrint Investing LLC More: the full row for BluePrint Investing LLC 5,676 $285K 0.24% +321 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 5,664 $285K 0.05% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 5,629 $283K 0.03% -7,332 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 5,639 $280K 0.09% +412 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,606 $280K 0.01% -904 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5,553 $279K 0.01% +1,234 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 5,397 $271K 0.02% -592 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,379 $270K 0.01% +332 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 5,369 $270K 0.03% -159 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 5,375 $270K 0.05% +1 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 5,358 $269K 0.07% +8 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,326 $268K <0.01% -88 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 5,295 $266K 0.06% +2 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,278 $265K 0.01% -196 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,258 $264K <0.01% -454 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 5,223 $262K 0.05% +2 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 5,215 $262K 0.05% +1 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,206 $261K 0.05% 0 13F-HR/A Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,196 $261K 0.01% 0 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,166 $259K <0.01% +95 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,160 $259K <0.01% +18 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 5,155 $259K 0.02% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,122 $257K 0.03% -11,031 13F-HR Timeline Arnold Financial Planning LLC More: the full row for Arnold Financial Planning LLC 5,096 $256K 0.19% +2 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,073 $255K 0.02% +778 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 5,038 $253K 0.06% 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 5,054 $251K 0.17% -27 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 4,992 $251K 0.15% +1 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 4,989 $251K 0.07% -10,804 13F-HR Timeline American Trust More: the full row for American Trust 4,984 $250K 0.02% +280 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 4,931 $244K 0.05% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,838 $243K 0.01% -2,177 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 4,814 $242K 0.03% -647 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 4,806 $241K 0.2% +502 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,797 $241K 0.04% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 4,785 $240K <0.01% -9,215 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,719 $237K 0.06% 0 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 4,713 $237K 0.08% +3 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 4,705 $236K 0.04% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,698 $233K 0.01% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,634 $233K <0.01% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,629 $233K 0.03% -956 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 4,587 $230K 0.02% new 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 4,566 $229K 0.07% new 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 4,514 $227K 0.14% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 4,513 $227K 0.02% 0 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 4,468 $224K 0.07% +3 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,466 $224K 0.01% +2 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 4,436 $223K 0.02% +326 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 4,416 $222K 0.03% new 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 4,409 $221K 0.16% +2 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 4,400 $221K 0.15% -2,425 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 4,400 $221K 0.05% +27 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,370 $220K 0.02% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,355 $219K 0.01% +136 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 4,318 $217K 0.03% +304 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,315 $217K <0.01% +1,159 13F-HR Timeline Group NBH Bank More: the full row for NBH Bank 4,292 $216K 0.09% 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 4,270 $214K 0.01% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,270 $214K <0.01% -2,265 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,245 $213K 0.01% +22 13F-HR Timeline Cornerstone Wealth, LLC/TN More: the full row for Cornerstone Wealth, LLC/TN 4,275 $212K 0.11% 0 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 4,278 $212K 0.14% -15,723 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 4,218 $212K 0.09% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 4,208 $211K 0.05% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,204 $211K <0.01% -5,082 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,194 $211K <0.01% -28 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 4,104 $206K 0.02% 0 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 4,060 $204K 0.03% -78 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,040 $203K 0.01% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,986 $200K 0.03% new 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 3,985 $200K 0.08% -34 13F-HR Timeline