Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 26,251 $2.4M 0.5% +33 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 25,995 $2.38M 1.74% +3,803 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 25,822 $2.37M 0.04% +5,121 13F-HR Timeline Aurora Investment Managers, LLC. More: the full row for Aurora Investment Managers, LLC. 25,644 $2.35M 1.44% -14,697 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 25,286 $2.31M 0.22% -4,881 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 25,221 $2.31M 0.03% -6,995 13F-HR Timeline Group Quartz Partners, LLC More: the full row for Quartz Partners, LLC 25,103 $2.3M 0.75% -6,717 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 25,028 $2.29M <0.01% -7,267 13F-HR Timeline Group PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 24,720 $2.27M 1.05% +4,789 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 24,474 $2.24M 0.33% -36,341 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 24,316 $2.23M 3.15% -1,005 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 24,176 $2.22M 1.17% +2,212 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 24,166 $2.21M 1.77% -4,026 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 24,163 $2.21M 0.08% -17,691 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 23,930 $2.19M <0.01% -1,223 13F-HR Timeline Group Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 23,778 $2.18M 0.91% +13,708 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 23,710 $2.17M 0.12% +14,496 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 23,610 $2.16M 1.4% +5,602 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 23,512 $2.15M 0.04% -48,638 13F-HR Timeline Turim 21 Investimentos Ltda. 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Safra Sarasin Holding AG 21,148 $1.94M 0.03% +6,148 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 21,145 $1.94M <0.01% -914,093 13F-HR Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 21,004 $1.92M 0.33% new 13F-HR Timeline Compound Planning, Inc. 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More: the full row for RATIONAL ADVISORS, INC. 17,970 $1.65M 0.15% new 13F-HR Timeline Ascension Capital Advisors, Inc. 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More: the full row for WORLD EQUITY GROUP, INC. 16,612 $1.52M 0.34% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 16,573 $1.52M 0.02% +8,724 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 16,389 $1.5M 0.04% -214,576 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 16,294 $1.49M 0.02% -51,982 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 16,219 $1.49M 0.3% +1,651 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 16,208 $1.49M 0.79% +4,070 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 16,175 $1.48M 0.13% -4,555 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 16,163 $1.48M 0.44% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 16,048 $1.47M 0.01% +2,254 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 15,963 $1.46M 0.64% +3,312 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 15,929 $1.46M 0.85% +487 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 15,850 $1.45M 0.15% +6,330 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 15,768 $1.44M 0.02% -625 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 15,740 $1.44M 1.07% -6,950 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 15,719 $1.44M 0.16% -1,968 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 15,703 $1.44M 0.26% -2,654 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 15,608 $1.43M 0.56% +1,401 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 15,500 $1.42M 0.02% 0 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 15,458 $1.42M 0.41% +984 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 15,419 $1.41M 0.1% -8,669 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 15,188 $1.39M 0.4% -1,379 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 15,155 $1.39M 0.26% -3,788 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 15,064 $1.38M 0.91% -1,460 13F-HR Timeline Arrington Capital Management, LLC More: the full row for Arrington Capital Management, LLC 15,000 $1.37M 1.53% -8,098 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 14,959 $1.37M 0.3% +188 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 14,911 $1.37M 0.14% -1,649 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 14,821 $1.36M 0.29% +389 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 14,728 $1.35M 0.08% +1,200 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 14,711 $1.35M 1.03% -47,779 13F-HR/A Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 14,633 $1.34M <0.01% +4,741 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 14,557 $1.33M 0.04% +5,651 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 14,450 $1.32M 0.51% -4,000 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 14,440 $1.32M 0.08% -385 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 14,429 $1.32M 0.02% -2,391 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 14,418 $1.32M 0.11% -11,546 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 14,406 $1.32M 0.3% +10,646 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 14,130 $1.29M 0.28% -259 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 13,987 $1.28M 0.5% -2,327 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 13,548 $1.24M 0.88% +1,268 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 13,537 $1.24M 0.27% -1,919 13F-HR Timeline Jupiter Topco LLC in group Janus Henderson More: the full row for Jupiter Topco LLC 13,483 $1.24M <0.01% 13F-HR Timeline Group Eddie Patel Inc More: the full row for Eddie Patel Inc 13,417 $1.23M 0.73% +241 13F-HR Timeline Entruity Wealth, LLC More: the full row for Entruity Wealth, LLC 13,310 $1.22M 0.79% -3,662 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 13,244 $1.21M 0.35% +6,555 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 13,240 $1.21M 0.08% -3,182 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 13,228 $1.21M 0.38% +685 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 13,136 $1.2M 0.11% -710 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 13,171 $1.2M 0.01% -36,626 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 13,042 $1.2M -6,712 Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 12,975 $1.19M 0.75% -590 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 12,971 $1.19M 0.12% -14 13F-HR Timeline Collier Financial More: the full row for Collier Financial 12,955 $1.19M 0.81% -969 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 12,939 $1.19M 0.18% +2,234 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 12,804 $1.17M 0.22% -807 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 12,799 $1.17M 0.06% -2,128 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 12,787 $1.17M 0.31% new 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 12,762 $1.17M 0.12% +3,023 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 12,700 $1.16M 0.05% +1,456 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 12,441 $1.14M 0.3% +3,645 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,310 $1.13M 0.03% -1,562 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 12,122 $1.11M 0.1% -5,558 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 12,100 $1.11M 0.39% -3,006 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 12,069 $1.11M 1.2% +1,953 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 12,061 $1.11M 0.01% -15,642 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 12,057 $1.1M 0.84% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 12,048 $1.1M 0.09% -661,290 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 12,045 $1.1M 0.3% -3,841 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 11,949 $1.1M 0.38% -77 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 11,897 $1.09M 0.04% -21,064 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 11,877 $1.09M 0.04% 0 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 11,874 $1.09M 0.34% -11,523 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 11,787 $1.08M 0.3% -4,463 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 11,716 $1.07M 0.11% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 11,699 $1.07M 0.87% +3,247 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 11,662 $1.07M 0.48% +1,071 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 11,640 $1.07M 0.17% +1,026 13F-HR Timeline Karpus Management, Inc. 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