Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 44,172 $2.3M 1.35% 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 43,818 $2.28M 1.59% +18,059 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 43,343 $2.24M 0.37% +10,276 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 43,003 $2.24M 1.94% -2,532 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 42,596 $2.21M 0.7% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 42,638 $2.21M 0.32% 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 42,268 $2.2M 0.3% -1,109 13F-HR Timeline Valmark Advisers, Inc. 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More: the full row for First Horizon Advisors, Inc. 35,421 $1.84M 0.05% -2,612 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 35,340 $1.84M 0.77% +2,334 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 35,181 $1.83M 0.05% -3,934 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 34,701 $1.81M 0.1% +764 13F-HR Timeline Delta Financial Group, Inc. 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More: the full row for MONEYWISE, INC. 28,721 $1.49M 0.75% +8,718 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 28,564 $1.49M 0.75% 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 28,485 $1.48M 0.06% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 28,413 $1.48M 0.85% -564 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 27,064 $1.41M 0.44% +27 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 26,254 $1.37M 0.68% +945 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 26,137 $1.36M 0.34% +11,516 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 25,804 $1.34M 0.52% +10,867 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 25,377 $1.32M 0.04% +2,004 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 24,892 $1.3M 0.02% -1,057 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. 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More: the full row for Lifelong Wealth Advisors, Inc. 22,566 $1.17M 0.53% 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 22,564 $1.17M 0.16% +2,195 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 22,338 $1.16M 0.09% +4,773 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 22,011 $1.15M 1.92% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 21,855 $1.14M 0.03% +1,177 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 21,626 $1.12M 0.11% -3,131 13F-HR/A Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 21,354 $1.11M 0.16% +500 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 21,255 $1.11M 0.63% +3,139 13F-HR Timeline Peninsula Wealth, LLC More: the full row for Peninsula Wealth, LLC 20,931 $1.09M 0.19% +10,410 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 20,858 $1.09M 0.91% -330 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 20,854 $1.08M 0.07% +5,964 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 20,360 $1.06M <0.01% +3,846 13F-HR Timeline Group Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 20,367 $1.06M 0.81% +6,945 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 20,171 $1.05M 0.1% +1,935 13F-HR/A Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 19,817 $1.03M 0.09% +12,128 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 19,816 $1.03M 0.02% +3,160 13F-HR Timeline Group Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 19,485 $1.01M 0.31% +760 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. 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LLC More: the full row for WEALTHGARDEN F.S. LLC 13,922 $724K 0.68% +2,370 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 13,791 $717K 0.31% +547 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 13,730 $714K 0.41% +88 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 13,475 $701K 0.02% new 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 13,375 $696K 0.59% -7,664 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 13,327 $693K 0.03% +4,555 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 13,296 $692K 0.02% +9,152 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 13,044 $679K 0.04% +2,114 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 12,876 $670K 0.05% -6,898 13F-HR Timeline LifePlan Investment Advisors, Inc. 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More: the full row for HFG Advisors, Inc. 10,666 $555K 0.49% +6,550 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,590 $551K 0.03% +2,769 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 10,440 $543K 0.08% -45 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 10,430 $543K <0.01% -823 13F-HR/A Timeline Group Anchor Pointe Wealth Management, LLC More: the full row for Anchor Pointe Wealth Management, LLC 10,391 $541K 0.7% 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 10,318 $537K 0.13% +722 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 10,295 $536K 0.24% -2,105 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 10,143 $531K 0.21% +297 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 10,102 $526K 0.06% -9,566 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 10,051 $523K 0.5% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 9,898 $515K 0.03% +3,125 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 9,725 $510K 0.11% +895 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,768 $508K 0.04% -26 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 9,724 $506K 0.05% +2,762 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 9,648 $502K 0.3% +3,266 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 9,441 $491K 0.2% +3,311 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 9,114 $474K 0.31% +749 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,098 $473K 0.03% +3,296 13F-HR Timeline Group Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 9,001 $468K 0.3% +311 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 9,000 $468K 0.16% 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,774 $456K 0.01% -185 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,728 $454K 0.01% +2,390 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 8,723 $453K 0.17% 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,601 $447K <0.01% +399 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 8,550 $445K 0.29% +3,850 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 8,480 $441K 0.13% +1,350 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,460 $440K 0.01% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 8,448 $439K <0.01% new 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,412 $438K 0.02% +1,217 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 8,411 $438K 0.05% +599 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 8,343 $433K 0.37% 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 8,139 $423K 0.12% -2,523 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 8,099 $421K 0.14% +2,180 13F-HR Timeline Maxwell Wealth Strategies Inc. 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