HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,026,439 $772M 4.33% +281,733 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 4,549,423 $583M 0.26% +406,412 13F-HR Timeline Group Oak Root LLC More: the full row for Oak Root LLC 2,905,949 $372M 41.07% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,541,722 $326M 0.07% +153,009 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 2,396,924 $307M +57,123 Timeline MASECO LLP More: the full row for MASECO LLP 2,377,661 $305M 8.56% +39,384 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,025,359 $259M 4.43% +96,288 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,009,207 $257M 0.06% +177,765 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,781,664 $228M +1,764,389 Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,763,123 $226M 2.19% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,572,782 $201M 0.19% -39,920 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 1,428,195 $183M 17.36% +34,237 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,412,717 $181M 0.23% +58,745 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 1,182,649 $151M 24.46% +37,785 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,125,582 $144M 0.67% +35,204 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,101,011 $141M 0.2% -237,366 13F-HR/A Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,076,358 $138M 1.47% +48,655 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,015,751 $130M 9.29% -37,993 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 999,429 $128M 0.01% +26,031 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 982,092 $126M 0.16% -12,237 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 971,486 $124M 0.03% +141,634 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 967,372 $124M 0.01% +92,213 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 938,149 $120M 0.07% -31,331 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 914,760 $117M 0.73% +108,081 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 907,573 $116M 11.5% +29,427 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 879,326 $113M 0.02% +97,568 13F-HR Timeline Group RVW Wealth, LLC More: the full row for RVW Wealth, LLC 826,494 $106M 6.97% +23,940 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 810,647 $105M 5.72% +48,337 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 816,548 $105M 0.1% +237,673 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 767,323 $98.3M 11.93% +34,017 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 751,137 $95.8M 12.67% +9,674 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 737,291 $94.4M 9.4% +4,851 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 731,664 $93.7M 0.05% -21,488 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 702,241 $89.9M 3.04% +12,413 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 689,260 $88.3M 24.8% -9,737 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 666,468 $85.4M 0.31% +14,521 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 655,079 $83.9M 0.25% +115,497 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 643,544 $82.4M 10.93% +7,752 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 628,777 $80.5M 7.78% +23,352 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 605,983 $77.6M 4.91% -8,507 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 528,975 $67.8M 7.95% +6,658 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 527,558 $67.4M 1.65% -367 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 517,498 $66.3M 37.45% +961 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 506,461 $64.9M 24.44% +4,952 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 496,521 $63.6M 0.54% +9,314 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 492,914 $63.1M 8.51% +1,674 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 483,502 $61.9M 0.85% +125,746 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 471,368 $60M 0.1% +16,212 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 450,553 $57.7M 7.27% +48,461 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 445,778 $57.1M 6.18% +9,677 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 440,816 $56.5M 2.82% -7,817 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 436,566 $55.9M 9.64% +74,073 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 435,464 $55.8M 16.62% +2,411 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 434,777 $55.7M 0.09% +24,032 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 433,975 $55.6M 1.32% +2,725 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 430,377 $55.1M 3.12% +69,707 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 421,140 $53.9M 4.32% -4,220 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 415,640 $53.2M 3.97% +23,353 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 407,458 $52.2M 0.3% -5,277 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 396,786 $50.8M 0.1% +97,268 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 392,517 $50.3M -37,751 Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 390,059 $50M 11.66% +26,699 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 384,167 $49.2M 0.46% +3,964 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 441,517 $49.1M 0.81% 0 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 381,500 $48.9M 0.04% new 13F-HR Timeline Group Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 379,466 $48.6M 7.98% +11,761 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 377,700 $48.4M 5% -50,423 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 368,667 $47.2M 22.53% +9,398 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 361,185 $46.3M 0.64% +10,859 13F-HR/A Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 357,436 $45.8M 5.09% -8,038 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 353,155 $45.2M 11.12% +17,181 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 348,287 $44.6M 11.95% +48,606 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 344,040 $44.1M 21.87% +10,787 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 339,935 $43.5M 14.69% +78,019 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 337,465 $43.2M 17.04% +26,942 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 334,161 $42.8M 0.05% +97,009 13F-HR Timeline Group Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 331,484 $42.5M 9.34% -3,709 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 324,622 $41.6M 3.76% +13,876 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 308,426 $39.3M <0.01% +33,344 13F-HR Timeline Group JRM Investment Counsel, LLC More: the full row for JRM Investment Counsel, LLC 301,331 $38.6M 9.34% -8,965 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 296,736 $38M 9.74% +19,913 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 276,485 $35.4M 0.01% -7,644 13F-HR Timeline Group Aspen Private Advisors, LLC More: the full row for Aspen Private Advisors, LLC 276,168 $35.4M 35.48% 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 265,570 $34M 3.99% +35 13F-HR Timeline Copper Harbor Investment Advisors, LLC More: the full row for Copper Harbor Investment Advisors, LLC 261,754 $33.5M 7.1% 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 259,250 $33.2M 0.97% +17,017 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 248,728 $31.9M 0.12% -767 13F-HR Timeline TANDEMGROWTH FINANCIAL ADVISORS LLC More: the full row for TANDEMGROWTH FINANCIAL ADVISORS LLC 246,572 $31.6M 25.81% +5,739 13F-HR Timeline Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 243,335 $31.2M 28.53% +4,497 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 230,978 $29.6M 7.58% -6,629 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 230,810 $29.6M 7.44% +4,263 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 229,401 $29.1M 0.58% +6,759 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 225,124 $28.8M 13.83% +1,671 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 217,490 $27.9M 1.33% new 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 209,287 $26.8M 3.32% +29,640 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 205,672 $26.3M 9.04% -74 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 201,207 $25.8M 2.98% -13,305 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 197,155 $25.3M 12.84% +89 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 196,498 $25.2M 1.96% +1,278 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 192,534 $24.7M 6.01% -3,091 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 189,195 $24.2M <0.01% +11,818 13F-HR Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 181,106 $23.2M 1.29% -11,150 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 176,933 $22.7M 0.67% +23,952 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 175,042 $22.4M 1.95% -3,608 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 174,692 $22.4M <0.01% +21,775 13F-HR Timeline Group FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 169,588 $21.7M 7.99% +429 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 167,951 $21.5M 0.85% -45 13F-HR/A Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 167,653 $21.5M 7% -6,444 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 188,161 $21M 6.58% +453 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 162,744 $20.8M 13.64% +5,140 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 162,216 $20.6M 0.29% -10,481 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 158,579 $20.3M 1.59% +2,066 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 154,752 $19.8M 0.08% +80 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 152,226 $19.5M 0.74% -1,223 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 145,795 $18.7M 6.69% +8,279 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 145,032 $18.6M 1.11% -127,490 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 144,667 $18.5M 2.02% +4,201 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 144,854 $18.5M 13.74% +138,629 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 138,935 $17.8M 0.28% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 138,104 $17.7M 5.49% +5,876 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 135,947 $17.4M 2.84% +3,897 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 135,414 $17.3M 13.15% +2,344 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 135,196 $17.3M 0.62% -269 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 132,214 $16.9M 3.79% -2,553 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 130,733 $16.7M 0.14% +8,137 13F-HR Timeline Group KWMG, LLC More: the full row for KWMG, LLC 130,072 $16.7M 1.2% +3,987 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 129,801 $16.6M 0.02% +37,808 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 127,765 $16.4M 8.42% +55,435 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 126,433 $16.2M 10.62% +3,820 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 126,080 $16.1M 11.22% -1,433 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 125,250 $16M 0.69% +23,068 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 123,261 $15.8M 6.58% -6,379 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 120,031 $15.4M 0.01% -1,637 13F-HR Timeline Group marrick wealth, LLC More: the full row for marrick wealth, LLC 117,661 $15.1M 10.7% +21,026 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 115,721 $14.8M 2.15% +11,090 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 114,661 $14.7M 1.49% +36,933 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 112,828 $14.5M 0.07% +56,817 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 111,428 $14.3M 5.35% -953 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 111,324 $14.3M 3.37% +1,325 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 110,978 $14.2M 5.22% +28,139 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 110,443 $14.1M 5.52% -6,746 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 109,742 $14.1M 5.89% +308 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 106,360 $13.6M 4.18% +10 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 105,872 $13.6M 3.97% +26,531 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 760,242 $13.3M 7.32% -5,244 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 117,054 $13M 0.53% -4,571 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 101,602 $13M 4.33% -611 13F-HR Timeline Generations Wealth, LLC More: the full row for Generations Wealth, LLC 98,584 $12.6M 11.99% -1,105 13F-HR Timeline Wheels Up Wealth, Inc. More: the full row for Wheels Up Wealth, Inc. 98,356 $12.6M 10.68% -3,129 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 98,142 $12.6M 0.02% +43,103 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 97,578 $12.3M <0.01% +19,561 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 94,887 $12.2M 0.33% +2,865 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 94,889 $12.2M 0.22% +2,316 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 94,819 $12.1M 1.8% 0 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 87,592 $11.2M 7.27% -304 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 86,529 $11.1M 5.07% +3,890 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 86,195 $11M 1.57% +3,841 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 85,738 $11M 3.15% +437 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 82,928 $10.6M 2.62% +3,288 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 82,343 $10.5M 3.52% -92 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 82,165 $10.5M 4.58% +15,845 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 81,585 $10.4M 2.54% +11,105 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 81,375 $10.4M 2.06% -2,947 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 80,757 $10.3M 3.77% +290 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 80,537 $10.3M <0.01% -1,325 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 79,583 $10.2M 0.82% 0 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 78,742 $10.1M 3.6% +917 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 78,431 $10M 0.39% +1,754 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 77,984 $9.99M 2.13% +1,434 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 77,549 $9.93M 0.29% +14,384 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 76,979 $9.86M 0.21% -1,621 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 76,437 $9.79M 0.16% -676 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 75,752 $9.7M 6.35% +34,037 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 75,640 $9.69M 1.28% -2,969 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 74,457 $9.54M 8.07% +8,233 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 72,452 $9.28M 4.74% +309 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 71,093 $9.11M 0.82% +263 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 70,983 $9.09M 0.02% -387 13F-HR Timeline Vannoy Advisory Group, Inc. 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