Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 9,017 $2.69M 0.35% -1,994 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 9,003 $2.69M 1.59% +5,817 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 8,971 $2.68M 0.19% -27 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,947 $2.67M 0.08% +4,643 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,930 $2.67M 0.04% -9 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 8,934 $2.67M 0.05% new 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 8,790 $2.63M 0.01% +510 13F-HR/A Timeline Group MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 8,736 $2.61M 0.3% +39 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 8,706 $2.6M 0.43% +33 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 8,700 $2.6M 0.03% -456 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 8,691 $2.6M 0.57% -311 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 8,678 $2.59M 0.71% -319 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 8,487 $2.54M 0.04% -6,130 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 8,461 $2.53M 0.92% -2,500 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 8,353 $2.5M +1,696 Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 8,323 $2.48M <0.01% -146 13F-HR Timeline Group BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 8,278 $2.47M 0.96% +6 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,272 $2.47M 0.06% -218 13F-HR/A Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 7,972 $2.38M 1.58% -124 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 7,962 $2.38M 1.67% +198 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,915 $2.37M 0.02% -50 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 7,867 $2.35M 0.02% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 7,851 $2.35M <0.01% new 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 7,715 $2.31M 0.08% 0 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 7,704 $2.3M 0.64% -3 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 7,697 $2.3M 0.36% -182 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 7,678 $2.29M 0.02% 0 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 7,645 $2.28M 0.02% 0 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,493 $2.24M 0.16% +504 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 7,491 $2.24M 0.94% -237 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 7,439 $2.22M 0.44% -1,283 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 7,416 $2.22M 0.07% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,369 $2.2M 0.17% -274 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,354 $2.2M 0.11% +358 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 7,352 $2.2M 0.12% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 7,316 $2.19M 0.35% +3,905 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 7,314 $2.19M <0.01% +197 13F-HR Timeline Group Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 7,275 $2.17M 0.63% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 7,228 $2.17M 0.53% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 7,235 $2.16M 0.07% +263 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,203 $2.15M 0.12% +247 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 7,192 $2.15M 0.15% +1 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 7,127 $2.13M 1.02% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,040 $2.1M 0.03% +93 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 7,027 $2.1M 2.96% new 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 7,016 $2.1M 0.39% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,943 $2.07M 0.01% -325 13F-HR Timeline Group SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 6,840 $2.04M 0.92% +344 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 6,761 $2.02M 0.12% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 6,751 $2.02M 0.76% +25 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,728 $2.01M 0.04% -58 13F-HR Timeline Group TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 6,721 $2.01M 1.85% +1,053 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 6,689 $2M 0.52% +14 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 6,640 $1.98M 2.64% +317 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 6,538 $1.95M 1.67% +17 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,534 $1.95M 0.1% -430 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 6,503 $1.94M 0.23% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,470 $1.93M 0.04% +87 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,459 $1.93M 0.04% -184 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 6,456 $1.93M 0.08% -90 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 6,458 $1.93M <0.01% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,422 $1.92M 0.07% +5,176 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 6,363 $1.9M 0.23% +7 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 6,288 $1.88M <0.01% -20 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 5,749 $1.88M 0.13% -104 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 6,274 $1.87M 0.12% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 6,256 $1.87M 0.81% 0 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 6,225 $1.86M 0.25% -549 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,213 $1.86M 0.29% -2,203 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 6,172 $1.84M 1.11% -36 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,151 $1.84M 0.01% -926 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 6,078 $1.82M 0.1% +59 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,009 $1.8M 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 6,009 $1.8M <0.01% 0 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5,981 $1.79M 0.1% -6 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,452 $1.78M 0.04% +10 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 5,903 $1.78M 1.55% -314 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,925 $1.77M 0.37% -42 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 5,914 $1.77M 1.34% -101 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 5,912 $1.77M 0.39% +88 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 5,895 $1.76M 1.48% -699 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 5,869 $1.75M 0.05% +139 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,848 $1.75M 0.03% +49 13F-HR/A Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,841 $1.75M 0.03% +27 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 5,808 $1.74M 0.22% +1,692 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 5,776 $1.73M 0.18% +2 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,776 $1.73M 0.17% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,755 $1.72M 0.43% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 5,741 $1.72M 0.4% -115 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 5,705 $1.7M 0.08% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 5,700 $1.7M 1.04% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 5,647 $1.69M 0.82% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,632 $1.68M 0.07% +22 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 5,630 $1.68M 0.09% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,624 $1.68M 0.12% -131 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 11,838 $1.67M 0.44% +1 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 5,597 $1.67M 0.04% 0 13F-HR/A Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,592 $1.67M 0.06% +271 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 5,589 $1.67M 0.46% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 5,581 $1.67M 0.38% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 5,550 $1.66M <0.01% -149 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,515 $1.65M 0.12% +4,325 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 5,514 $1.65M 0.44% -46 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 5,473 $1.64M 0.27% +2,286 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 5,465 $1.63M <0.01% 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,450 $1.63M 0.02% +66 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 5,449 $1.63M 0.09% 0 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 5,421 $1.62M 0.05% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,420 $1.62M <0.01% -2,477 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,417 $1.62M 0.02% -318 13F-HR Timeline Group ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 5,415 $1.62M 1.06% -105 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 5,376 $1.61M 0.49% +867 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,357 $1.6M 0.02% +7 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 5,346 $1.6M 0.79% -47 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,343 $1.6M 0.03% +81 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,341 $1.6M 0.07% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 5,327 $1.59M 0.11% -46 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 5,312 $1.59M +32 Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 5,256 $1.57M 0.21% +1,108 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,221 $1.56M 0.17% -949 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 5,212 $1.56M 0.28% +888 13F-HR/A Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 5,208 $1.56M 3.5% -1,143 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 5,196 $1.55M 0.21% +178 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,188 $1.55M 0.19% +22 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 5,172 $1.55M 0.89% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,311 $1.54M 0.1% -784 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 5,144 $1.54M 1.17% +550 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,131 $1.53M 0.03% -24 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,106 $1.53M 0.04% +8 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,092 $1.52M 0.05% +223 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 5,075 $1.52M 0.16% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 5,039 $1.51M 0.23% -10 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 4,990 $1.49M 0.01% -24 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,988 $1.49M 0.03% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,980 $1.49M 0.21% +47 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 4,917 $1.48M 0.18% +26 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,957 $1.48M 0.11% +8 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 4,918 $1.48M 1.47% -142 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 4,946 $1.48M 0.38% +4 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,919 $1.47M 0.02% +192 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,883 $1.46M 0.03% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 4,880 $1.46M 0.78% -7,361 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4,848 $1.45M 0.57% +14 13F-HR/A Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,595 $1.45M 0.03% 0 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 4,837 $1.45M 0.89% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,827 $1.44M 0.22% +2 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,794 $1.43M 0.08% +223 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 4,789 $1.43M 0.12% 0 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 4,765 $1.42M 0.14% -32 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 4,765 $1.42M 0.41% +30 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,763 $1.42M 0.03% -182 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,724 $1.41M 0.01% -78,939 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,717 $1.41M 0.03% -867 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,681 $1.4M 0.04% -563 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,644 $1.39M 0.05% 0 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 4,642 $1.39M 1.4% +244 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,641 $1.39M 0.25% -38 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,639 $1.39M 0.03% -485 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,627 $1.38M 0.04% -423 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 4,613 $1.38M 0.02% 0 13F-HR Timeline Group Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 4,600 $1.37M 1.16% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 4,580 $1.37M 0.14% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,550 $1.36M 0.05% -158 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,541 $1.36M 0.01% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,538 $1.36M 0.03% +100 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 4,532 $1.35M 0.06% 0 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 4,500 $1.34M 1.01% -160 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 4,481 $1.34M 0.38% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 4,475 $1.34M 0.55% -236 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,448 $1.33M -1,009 Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 4,436 $1.33M 0.04% -15 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 4,407 $1.32M 0.9% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,403 $1.32M 0.09% -236 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 4,362 $1.3M 0.47% -24 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,349 $1.3M 0.14% -317 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,348 $1.3M 0.08% -147 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,176 $1.25M 0.05% -478 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,136 $1.24M 0.14% -835 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 4,126 $1.23M 0.66% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,115 $1.23M 0.02% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 4,089 $1.22M 0.08% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,086 $1.22M 0.01% -73 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,085 $1.22M 0.18% +1 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,077 $1.22M 0.26% -79 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 4,076 $1.22M 0.57% -40 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,055 $1.21M 0.03% -334 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 3,836 $1.21M 0.91% -355 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,978 $1.19M 0.17% -316 13F-HR Timeline FIDUCIARY ADVISORS, INC. 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