McLean Asset Management Corp More: the full row for McLean Asset Management Corp 38,381 $4.13M 0.74% +1,104 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 39,935 $4.07M 0.07% +6,297 13F-HR/A Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 39,910 $4.07M 4.19% 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 45,670 $4.05M 0.1% -1,899 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 39,420 $4.02M 0.23% +500 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 39,234 $4M 3.07% +4,273 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 39,141 $3.99M 0.05% +3,395 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 37,329 $3.96M 0.45% -123,098 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 38,041 $3.88M 1.58% -335 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 37,781 $3.85M 1.76% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 37,529 $3.83M 0.07% new 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 37,294 $3.8M 2.37% -596 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 36,010 $3.74M 1.32% +3,132 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. 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More: the full row for Heritage Wealth Management, Inc. 30,655 $3.13M 0.87% +2,473 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 30,465 $3.11M 0.82% +927 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 30,410 $3.1M 0.01% -9,334 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 30,175 $3.08M 1.54% +234 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 30,085 $3.07M 1.64% +9,575 13F-HR Timeline Friday Financial More: the full row for Friday Financial 30,064 $3.07M 1.08% +841 13F-HR Timeline Stegent Equity Advisors, Inc. 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More: the full row for Clarus Group, Inc. 28,924 $2.95M 1.06% -1,290 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 28,732 $2.93M 0.69% -1,660 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 28,600 $2.92M 0.84% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 28,338 $2.89M 0.09% +1,022 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 28,310 $2.89M 2.06% +5,445 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 27,946 $2.85M 0.77% -27,120 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 27,932 $2.85M 0.35% -2,310 13F-HR/A Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 27,766 $2.83M 0.43% +699 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 27,728 $2.83M 0.07% +1,399 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 27,290 $2.78M 1.58% +296 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 27,247 $2.78M 0.05% +702 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 27,158 $2.77M 0.38% -1,188 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 27,145 $2.77M 0.47% -1,840 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. 27,123 $2.77M 0.05% -153,833 13F-HR Timeline Group Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 27,106 $2.76M 1% -1,047 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 26,855 $2.74M 0.01% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 26,853 $2.74M 0.31% -331 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 26,786 $2.73M 0.59% new 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 26,625 $2.72M 0.06% new 13F-HR Timeline Group Herold Advisors, Inc. 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More: the full row for Etesian Wealth Advisors, Inc. 25,448 $2.6M 0.81% +1,957 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 25,408 $2.59M 0.62% +84 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 25,066 $2.56M 0.07% -143 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 24,976 $2.55M 2.21% 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 24,790 $2.53M 0.34% +6,912 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 24,788 $2.53M 0.14% +5,603 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 24,770 $2.53M 0.98% -101 13F-HR/A Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 24,718 $2.52M 0.76% +6 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 24,478 $2.5M 0.31% -43 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 24,422 $2.49M 0.12% -132,613 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 24,408 $2.49M 1.61% +1,839 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 24,383 $2.49M 0.49% +221 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 24,092 $2.46M 1.57% +60 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 24,088 $2.46M 2.13% -947 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 23,965 $2.44M 1.38% +4,647 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 23,869 $2.43M 0.42% -895 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 21,249 $2.41M 1% +15,212 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 23,497 $2.4M 1.53% +957 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 23,422 $2.39M 0.36% +18,650 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 23,373 $2.38M 0.94% -2,655 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 23,346 $2.38M 0.51% +5,207 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 23,150 $2.36M 0.66% -78 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 22,956 $2.34M 0.06% new 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 22,949 $2.34M 1.47% -4,514 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 22,627 $2.31M 0.15% -349 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 22,613 $2.31M 0.19% -1,406 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 22,321 $2.28M 0.37% -415 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 22,187 $2.26M 0.9% +630 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 21,730 $2.22M 0.1% -391 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 21,508 $2.19M 0.65% +1,302 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 21,299 $2.17M 0.51% -1,048 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 20,793 $2.12M 0.52% -17,303 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 20,785 $2.12M 1.61% +2,166 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 20,715 $2.11M 0.26% -1,540 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 20,666 $2.11M 1.62% -739 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 20,663 $2.11M 0.03% -550 13F-HR Timeline Group Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 20,644 $2.11M 0.35% +516 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 20,437 $2.08M 1.09% 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 20,436 $2.08M 0.55% 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 20,134 $2.05M 0.27% +1,033 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 19,957 $2.04M 0.03% -765 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 19,652 $2M 0.46% +524 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 19,618 $2M 0.43% +1,173 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 19,513 $1.99M 0.16% +9,081 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 19,463 $1.98M 0.03% +3,224 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 19,199 $1.96M 0.26% -521 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 19,032 $1.94M 0.09% -406 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 18,907 $1.93M 0.42% -2,064 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 18,836 $1.92M 1.81% 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 17,415 $1.86M 0.32% +1,357 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 18,175 $1.85M 0.06% +3,486 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 18,121 $1.85M 0.67% -750 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 17,890 $1.82M 0.2% +107 13F-HR Timeline MOTCO More: the full row for MOTCO 17,881 $1.82M 0.17% -257 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 17,825 $1.82M 0.76% +26 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 17,795 $1.81M 0.18% +1,075 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 17,724 $1.81M 0.07% +1,644 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 17,299 $1.78M 2.3% -2,130 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 17,491 $1.78M 0.14% -193 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 15,921 $1.76M 0.43% +383 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 17,172 $1.75M 1.14% -522 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 16,756 $1.71M 0.23% +2,181 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 16,678 $1.7M 0.46% +132 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 16,657 $1.7M 0.13% -157 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 16,635 $1.7M 0.02% +70 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 16,600 $1.69M 0.08% +957 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 16,580 $1.69M 1.57% 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 16,290 $1.66M 0.31% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 16,281 $1.66M <0.01% +12,132 13F-HR Timeline Group Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 16,228 $1.65M 0.78% +2,675 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 16,171 $1.65M 0.01% -4,005 13F-HR Timeline Group BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 16,069 $1.64M 0.4% +2 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 15,826 $1.61M 0.88% +468 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 15,485 $1.58M 0.02% +3,384 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 15,468 $1.58M 0.09% +2,586 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 15,337 $1.56M <0.01% -342 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 15,225 $1.55M 0.02% +1,804 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 15,054 $1.54M 0.17% -444 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 15,048 $1.53M 0.54% +104 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 15,013 $1.53M 0.84% +289 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 14,992 $1.53M 0.06% +588 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 14,977 $1.53M 0.09% +1,651 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 13,737 $1.52M 0.54% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 14,792 $1.51M 0.12% -305 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 14,728 $1.5M 0.11% -1,421 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 14,717 $1.5M 0.16% -389 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 14,499 $1.48M 0.41% new 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 14,406 $1.47M 0.25% -2,059 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 14,240 $1.45M 0.41% +54 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 14,156 $1.44M 0.33% 0 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 14,124 $1.44M 1.37% 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 14,114 $1.44M <0.01% -990 13F-HR Timeline Group GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 13,672 $1.44M 0.64% -2,790 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 14,074 $1.44M 0.03% +271 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 14,055 $1.43M 0.14% +1,133 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 14,053 $1.43M 1.23% 13F-HR Timeline Almanack Investment Partners, LLC. 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