Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 119,275 $12.2M 0.17% -652 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 118,833 $12.1M 0.54% +1,383 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 118,231 $12.1M 2.43% +1,107 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 114,775 $11.7M 3.13% +3,160 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 113,569 $11.7M 0.65% -9,435 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 114,585 $11.7M 6.8% +11,664 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 114,577 $11.7M 0.79% +16,099 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 114,549 $11.7M 0.83% +42,976 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 114,421 $11.7M 0.24% +13,765 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 108,810 $11.7M +8,597 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 113,112 $11.5M 0.02% +24,170 13F-HR Timeline Bowman & Co S.C. 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E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 69,970 $7.14M 0.01% new 13F-HR Timeline Group SPWM Advisors LLC More: the full row for SPWM Advisors LLC 69,696 $7.11M 6.81% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 69,622 $7.1M 0.45% +4,933 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 69,279 $7.07M 0.04% -5,629 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 68,456 $6.98M 2.07% -284 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 68,153 $6.95M 4.09% -10,730 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 68,136 $6.93M 1.13% +335 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 67,419 $6.88M 0.21% +47,056 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 67,210 $6.85M 5.71% +4,259 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 66,902 $6.82M 2.35% +314 13F-HR Timeline Diversified Portfolios, Inc. 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More: the full row for DeLarme Wealth Management, Inc. 62,384 $6.36M 4.52% 13F-HR Timeline Trailhead Planners LLC More: the full row for Trailhead Planners LLC 61,624 $6.28M 6.17% 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 60,630 $6.18M 2.78% +3,082 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 60,482 $6.17M 1.11% +6,201 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 60,434 $6.16M 1.62% +5,188 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 60,377 $6.16M 2.19% +4,205 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 60,335 $6.15M 0.01% +1,064 13F-HR Timeline Group ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 60,156 $6.13M 4.19% +6,608 13F-HR Timeline Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 59,715 $6.09M 6.04% 13F-HR Timeline Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 59,652 $6.08M 6.18% 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 59,589 $6.08M 0.61% +101 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 59,572 $6.08M 1.72% +875 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 57,125 $6.06M 0.57% +192 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 59,365 $6.05M 0.2% +2,082 13F-HR Timeline Group B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 59,119 $6.03M 0.7% +33,923 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 57,506 $5.86M 0.22% -18,745 13F-HR Timeline Group Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 57,398 $5.85M 4.27% +1,211 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 57,354 $5.85M 2.65% -1,569 13F-HR Timeline BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 57,233 $5.84M 4.57% +5,446 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 57,130 $5.83M 0.69% -204 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 57,104 $5.82M 3.8% 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 56,390 $5.75M 1.33% +776 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 56,189 $5.73M 3.54% -4,425 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 56,117 $5.72M 5.29% 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 55,714 $5.68M 0.26% +4,106 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 55,496 $5.66M 3.06% -4,256 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 54,910 $5.6M 0.64% +2,459 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 54,291 $5.54M 0.1% +13,865 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 54,232 $5.53M 0.64% -1,819 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 54,155 $5.52M 3.66% +2,000 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 54,032 $5.51M 2.33% +4,086 13F-HR/A Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 53,696 $5.48M 1.81% -279 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 53,629 $5.47M 2.36% +11,648 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 53,143 $5.42M 0.25% -28,489 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 52,802 $5.38M 0.55% +4,700 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 52,718 $5.38M 0.95% -31,500 13F-HR Timeline Northland Capital Management LLC More: the full row for Northland Capital Management LLC 52,324 $5.34M 2.99% +1,255 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 52,207 $5.32M 1.34% +64 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 51,628 $5.27M 1.26% +5,803 13F-HR Timeline Westside Investment Management, Inc. 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More: the full row for Kane Co Wealth Management, Inc. 47,944 $4.89M 4.31% 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 47,514 $4.85M 1.32% +7,625 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 47,278 $4.82M 0.04% -460 13F-HR Timeline Generations Wealth, LLC More: the full row for Generations Wealth, LLC 46,569 $4.75M 4.86% 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 46,465 $4.74M 2.24% +8,690 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 45,781 $4.67M 0.18% -289 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 45,701 $4.66M 0.11% -175 13F-HR Timeline Telos Capital Management, Inc. 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More: the full row for Financial Plan, Inc. 43,866 $4.47M 0.51% 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 43,529 $4.44M 0.67% +11,140 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 43,498 $4.44M 1.17% +2,129 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 43,492 $4.44M 2.66% +6,729 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 41,955 $4.28M 3.69% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 41,819 $4.26M 0.14% +1,454 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 41,767 $4.26M 0.16% +949 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 41,449 $4.23M 1.68% -2,080 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 41,315 $4.21M 0.46% 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 41,253 $4.21M 0.14% +20,677 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 41,081 $4.19M 0.65% -713 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 40,614 $4.19M 1.63% +106 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 40,912 $4.17M 0.24% +10,339 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 38,932 $4.17M 0.62% +4,240 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 40,711 $4.15M 1.3% +97 13F-HR Timeline