GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 127,716 $14.1M 1.99% +34,744 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 127,306 $14.1M 1.89% new 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 126,746 $14M 3.15% +3,278 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 126,269 $13.9M 8.4% +5,172 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 125,794 $13.9M 1.81% -8,546 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 125,351 $13.8M 1.73% -593 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 125,292 $13.8M 0.06% -1,442 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 124,387 $13.7M 1.53% -392 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 121,338 $13.4M 7.45% +6,753 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 121,087 $13.4M 7.19% +58,297 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 120,917 $13.4M 3.51% +6,142 13F-HR Timeline Compound Planning, Inc. 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More: the full row for Argent Advisors, Inc. 117,662 $13M 3.55% new 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 117,507 $13M 5.54% +4,720 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 117,045 $12.9M 5.68% +4,618 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 117,036 $12.9M 1.41% +4,500 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 116,807 $12.9M 0.07% +5,400 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 116,396 $12.9M 0.34% +13,580 13F-HR Timeline Group WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 115,562 $12.8M 2.71% -2,669 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 115,325 $12.7M 0.92% +39,136 13F-HR Timeline Group PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 113,960 $12.7M 3.51% +2,769 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 114,173 $12.6M 1.53% +37,994 13F-HR Timeline Porter White Investment Advisors, Inc. 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More: the full row for Widmann Financial Services, Inc. 77,711 $8.58M 5.11% -1,448 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 77,420 $8.55M 3.91% +2,830 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 76,462 $8.45M 1.23% -3,105 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 75,848 $8.38M 1.88% -995 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 75,622 $8.35M 4.24% +7,469 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 75,244 $8.31M 0.82% -1,986 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 75,047 $8.29M 2.43% +3,204 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 74,312 $8.21M 2.94% -238 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 74,016 $8.18M 0.5% +4,394 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 73,917 $8.17M 0.15% +10,360 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 73,221 $8.09M 4.14% +725 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 72,935 $8.06M 0.67% +2,181 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 71,942 $7.95M 3.96% +100 13F-HR Timeline Diversified Portfolios, Inc. 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More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 69,757 $7.68M 1.25% +1,621 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 69,287 $7.65M 3.34% +22,822 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 69,230 $7.65M 4.83% +9,074 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 69,057 $7.63M 6.08% +1,847 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 68,447 $7.56M 4.52% -4,184 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 68,206 $7.53M 4.34% -16,215 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 67,787 $7.49M 2.27% -669 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 67,614 $7.47M 1.68% +15,986 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 67,124 $7.42M 1.36% +6,642 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 66,028 $7.29M 0.01% +186 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 65,769 $7.27M 1.98% +5,335 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 65,349 $7.22M 0.8% +14,030 13F-HR Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 65,339 $7.22M 3.86% +1,546 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 65,171 $7.2M 1.67% +1,460 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 64,714 $7.15M 0.51% +1,179 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 63,809 $7.05M 2.44% +3,432 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 63,018 $6.96M 5.57% -351 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 62,922 $6.95M 1.75% +10,715 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 62,803 $6.94M 0.31% +7,089 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 62,566 $6.91M 6.02% +6,449 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 62,403 $6.89M 3.1% +1,773 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 61,746 $6.82M 2.73% +8,117 13F-HR Timeline Trailhead Planners LLC More: the full row for Trailhead Planners LLC 61,746 $6.82M 6.55% +122 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 61,603 $6.81M 1.28% -1,288 13F-HR Timeline BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 61,593 $6.8M 5.37% +4,360 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 61,549 $6.8M 0.7% +8,747 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 60,453 $6.68M 2.81% +6,421 13F-HR/A Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 59,425 $6.56M 0.66% -164 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 57,134 $6.55M 0.59% +9 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 59,215 $6.54M 0.01% -1,120 13F-HR Timeline Group Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 59,164 $6.54M 0.38% +34,742 13F-HR/A Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 59,049 $6.52M 0.74% +4,139 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 58,870 $6.5M 4.35% +1,766 13F-HR Timeline Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 58,868 $6.5M 6.34% -847 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 58,820 $6.5M 1.64% -752 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 58,800 $6.5M 0.01% +24,900 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 58,700 $6.48M 3.83% +2,511 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 58,600 $6.47M 0.05% +11,322 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 57,862 $6.4M 0.24% new 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 57,861 $6.39M 0.25% +355 13F-HR Timeline Group Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 57,671 $6.37M 6.53% -1,981 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 57,608 $6.36M 4.1% -4,776 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 57,398 $6.34M 4.42% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 57,378 $6.34M 0.21% -1,987 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 57,219 $6.32M 0.75% +89 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 56,773 $6.27M 5.62% +7,874 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 56,722 $6.27M 2.84% -632 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 56,161 $6.21M 0.95% +4,678 13F-HR Timeline SOUTHERN CAPITAL SERVICES INC /ADV More: the full row for SOUTHERN CAPITAL SERVICES INC /ADV 56,153 $6.2M 3.99% new 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 56,127 $6.2M 3.98% +1,972 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 56,015 $6.19M 1.47% new 13F-HR Timeline Northland Capital Management LLC More: the full row for Northland Capital Management LLC 55,577 $6.14M 3.36% +3,253 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 55,462 $6.13M 1.62% +7,948 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 54,884 $6.06M 1.96% +1,188 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 54,112 $5.98M 3.17% -1,384 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 53,871 $5.95M 0.63% -361 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 52,389 $5.79M 0.07% new 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 52,233 $5.77M 0.84% +8,704 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 51,789 $5.72M 1.51% -13,552 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 50,032 $5.53M 2.49% +5,712 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 49,741 $5.49M 2.82% +26 13F-HR Timeline Kane Co Wealth Management, Inc. 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