LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 50,017 $6.24M 0.72% +8,304 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 49,831 $6.22M 3.05% +1,232 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 48,709 $6.08M 0.58% +344 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 48,501 $6.05M 3.2% +5,075 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 47,920 $5.98M 0.23% +12,804 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 47,822 $5.97M 2.87% -155 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 47,809 $5.96M 0.03% -10,791 13F-HR/A Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 47,706 $5.95M 0.01% new 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 47,692 $5.95M 0.01% -11,108 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 47,481 $5.92M 0.02% new 13F-HR Timeline Group Kane Co Wealth Management, Inc. 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COLE ADVISORS, INC. 39,147 $4.88M 0.08% +4,081 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 39,110 $4.88M 4.42% -710 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 39,244 $4.86M 0.45% +1,511 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 38,944 $4.86M 2.39% +1,589 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 38,696 $4.83M 2.08% +3,868 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 43,666 $4.82M 0.2% -9,071 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 38,272 $4.77M 1.25% +35,644 13F-HR Timeline PFC CAPITAL GROUP, INC. 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More: the full row for LAM GROUP, INC. 33,855 $4.22M 2.1% -370 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 33,826 $4.22M 0.06% 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 33,721 $4.21M 0.28% -30,993 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 33,500 $4.18M 1.68% -7,642 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 40,711 $4.15M 1.3% -3,981 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 33,058 $4.14M 1.38% +512 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 33,214 $4.14M 0.67% -1,660 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 33,024 $4.14M 0.55% -3,682 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 32,498 $4.07M 0.53% +1,948 13F-HR Timeline Troutman Wealth Management, LLC More: the full row for Troutman Wealth Management, LLC 32,574 $4.06M 3.13% +362 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 32,452 $4.05M 2.42% -2,437 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 32,134 $4.01M 3.09% -1,157 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 31,878 $3.98M 0.49% +616 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 31,795 $3.97M 0.03% +1,094 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 31,860 $3.96M 0.78% +1,732 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 31,722 $3.96M 0.45% -1,166 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 31,714 $3.96M 1.85% +749 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 31,708 $3.96M 1.46% -144 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 31,604 $3.94M 0.04% +14,865 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 31,470 $3.93M 5.74% +159 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 31,256 $3.9M 0.97% +364 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 31,179 $3.89M 0.11% +4,612 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 30,908 $3.86M 0.11% +1,999 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 30,871 $3.85M 0.05% +12,454 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 30,806 $3.84M 2.34% -918 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 30,570 $3.81M 0.36% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 30,550 $3.81M 0.01% -3,242 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 30,396 $3.79M 2.14% +1,225 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 30,131 $3.76M 1.71% +8,549 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 29,926 $3.73M 1.13% -113 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 29,743 $3.73M 0.79% +2,169 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 29,490 $3.68M 0.01% -6,650 13F-HR Timeline Group CAP Partners, LLC More: the full row for CAP Partners, LLC 29,317 $3.66M 1.79% +968 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 29,189 $3.64M 0.81% -402 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 29,126 $3.63M 0.76% +2,043 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 28,961 $3.61M 2.59% +2,586 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 28,898 $3.61M 0.68% +4,898 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 28,383 $3.58M 0.27% +16,375 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 28,680 $3.58M 0.77% +2,120 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 28,359 $3.55M 0.34% +323 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 27,854 $3.48M 0.48% -831 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 27,848 $3.47M 0.14% +4,964 13F-HR Timeline Group XY Planning Network, Inc. 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More: the full row for Gibraltar Capital Management, Inc. 26,790 $3.34M 0.52% +2,285 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 26,732 $3.34M 0.73% +824 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 26,684 $3.33M 0.03% -16,873 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 26,527 $3.31M 0.05% +6,598 13F-HR Timeline Group Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 26,447 $3.3M 0.59% +3,760 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 26,417 $3.3M 0.97% +938 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 26,367 $3.29M 1.66% +1,298 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 26,212 $3.27M 0.91% -267 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 26,143 $3.26M 0.29% +7 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 25,899 $3.23M 1.11% -664 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 25,726 $3.21M 1.96% +1,445 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 25,603 $3.19M 0.6% +816 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 25,444 $3.17M 0.29% +16,490 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 25,307 $3.16M 0.05% +587 13F-HR Timeline Group Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 25,242 $3.15M 1.07% -374 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 25,214 $3.15M 0.05% -14,639 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 25,026 $3.12M 1.91% +793 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 24,607 $3.07M 0.33% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 24,555 $3.06M 0.66% +2,384 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 24,324 $3.03M 1.28% +4,191 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 24,300 $3.03M 0.01% new 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 24,268 $3.03M 0.59% +22,215 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 24,184 $3.02M 0.39% -1,682 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 24,132 $3.01M 2.03% +1,360 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 23,792 $2.97M 0.31% +296 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 23,571 $2.94M 0.24% +7,249 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 23,373 $2.92M 1.07% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 23,216 $2.9M 1.31% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 23,206 $2.9M 0.22% -1,687 13F-HR Timeline Ausdal Financial Partners, Inc. 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More: the full row for Kachkovsky & Fisher, Inc. 22,266 $2.78M 2.67% 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 22,106 $2.76M 0.18% +475 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 21,939 $2.74M 1.65% +165 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 21,837 $2.72M 1.73% +930 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 21,449 $2.68M 0.01% +15,739 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 21,236 $2.65M 0.03% +256 13F-HR Timeline Group Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 21,225 $2.65M 0.33% +962 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 21,037 $2.62M 1.89% -210 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 20,709 $2.58M 0.08% +1,277 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 20,690 $2.58M 2.46% -1,767 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 20,271 $2.53M 0.16% -1,141 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 19,750 $2.53M 0.13% new 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 20,243 $2.53M 0.5% -234 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 20,077 $2.49M <0.01% +4,374 13F-HR Timeline Group Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 19,883 $2.48M 0.36% -2,434 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 19,788 $2.47M <0.01% +2,005 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 19,611 $2.45M 0.25% +2,567 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 19,385 $2.42M 2.07% -130 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 19,384 $2.42M 0.32% +1,060 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 19,357 $2.41M 0.47% -1,669 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 18,988 $2.4M 0.51% -1,728 13F-HR Timeline MOTCO More: the full row for MOTCO 19,188 $2.39M 0.2% +681 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 19,118 $2.39M 0.46% +441 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 19,106 $2.38M 0.09% -233 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. 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Lucia & Associates, LLC 18,617 $2.32M 0.7% -23 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 18,426 $2.3M 1.07% +1,060 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 18,343 $2.29M 0.04% +3,240 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 18,308 $2.28M 0.19% +572 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 18,244 $2.28M 1.32% new 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 18,109 $2.26M 0.46% -562 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 18,055 $2.25M <0.01% +16,161 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 17,833 $2.22M 0.07% +5,514 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 17,787 $2.22M 0.11% +775 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 17,489 $2.18M 0.2% -293 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 17,438 $2.18M 0.33% -1,589 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 17,240 $2.15M 0.32% +4,450 13F-HR Timeline Armbruster Capital Management, Inc. 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