ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 88,471 $4.71M 1.74% -18,097 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 86,537 $4.61M 0.83% +6,040 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 86,363 $4.6M 0.14% +5,758 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 85,905 $4.57M 1.75% new 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 85,163 $4.53M 1.89% +431 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 84,538 $4.5M 1.18% -3,099 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 84,231 $4.48M 0.68% +10,865 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 84,047 $4.47M 0.2% +56,146 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 81,444 $4.32M 1.87% +22,271 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 80,919 $4.31M 0.06% +16,764 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 80,732 $4.3M 0.28% +16,965 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 80,352 $4.28M 0.57% +11,948 13F-HR Timeline Carson Advisory Inc. 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Lucia & Associates, LLC 66,669 $3.55M 1.34% +43,367 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 66,274 $3.52M 0.64% +11,730 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 65,748 $3.5M 1.98% -1,788 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 65,627 $3.49M 0.38% +18,338 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 62,676 $3.34M 1.03% +2,130 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 62,455 $3.33M 0.29% +2,878 13F-HR Timeline Group Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 62,370 $3.32M 0.65% +16,622 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 62,268 $3.32M 0.32% +4,939 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 61,998 $3.3M 0.93% +5,207 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 61,970 $3.3M 2.08% -17,652 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 61,443 $3.27M 0.1% +42,184 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 61,192 $3.26M 0.06% +9,589 13F-HR Timeline Group Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 60,858 $3.24M 1.49% -1,101 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 60,704 $3.23M 0.01% +1,968 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 60,417 $3.22M 1.09% +17,307 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. 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More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 47,322 $2.52M 0.78% +2,462 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 47,268 $2.52M 0.09% +974 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 46,492 $2.48M 0.03% -5,900 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 45,795 $2.44M 1.06% +6,019 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 45,342 $2.42M 0.85% +4,530 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 45,243 $2.41M 0.41% +330 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 45,139 $2.4M 0.47% +12,926 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 43,889 $2.34M 0.41% new 13F-HR Timeline Group LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 43,328 $2.31M 1.3% +5,373 13F-HR/A Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 43,154 $2.3M 1.35% +1,978 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 42,492 $2.26M 0.9% -874 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 42,045 $2.24M 1.13% +7,110 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 41,769 $2.22M 1.36% +1,391 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 41,534 $2.21M 0.08% +33,867 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 40,434 $2.15M 0.69% +5,124 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 39,389 $2.1M 1.26% +5,117 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 39,153 $2.08M 1.17% +14,692 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 39,050 $2.08M 0.23% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. 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More: the full row for Claro Advisors Inc. 36,809 $1.96M 0.29% +10,333 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 36,657 $1.95M 0.82% +13,313 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 35,510 $1.89M 2.99% +2,329 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 35,390 $1.88M 2.52% +14,560 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 35,040 $1.87M 0.22% +6,410 13F-HR Timeline Group RDA Financial Network More: the full row for RDA Financial Network 34,525 $1.84M 0.45% +7,259 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 33,982 $1.81M 0.99% +3,900 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 33,514 $1.78M 0.86% +1,993 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 33,138 $1.76M 0.02% new 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 32,031 $1.71M <0.01% +4,579 13F-HR Timeline Group CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 32,018 $1.7M 0.57% +1,141 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 30,609 $1.63M 0.13% +8,635 13F-HR/A Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 30,407 $1.62M 1.7% -5,864 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 30,292 $1.61M 0.57% -7,423 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 29,962 $1.6M 0.72% +2,698 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 29,829 $1.59M 0.2% +3,047 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 29,308 $1.56M 0.41% new 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 29,242 $1.56M 0.68% +2,951 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 28,959 $1.54M 0.06% +3,296 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 28,741 $1.53M 0.33% -55 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 28,500 $1.52M 0.15% +9,300 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 27,955 $1.49M 0.55% +1,012 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 27,855 $1.48M 0.02% +4,202 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 27,433 $1.46M <0.01% -1,991 13F-HR Timeline Group Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 27,381 $1.46M 0.33% +333 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 27,355 $1.46M 0.16% +3,231 13F-HR/A Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 27,094 $1.44M 0.17% +5,031 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 27,010 $1.44M 2.92% -1,503 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 26,581 $1.42M 0.21% +3,411 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 26,361 $1.4M 0.12% +1,805 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 26,334 $1.4M 0.55% -28 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 26,320 $1.4M 0.03% -1,769 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 26,199 $1.39M 1.03% +3,335 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 26,004 $1.38M 0.41% +1,934 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 25,989 $1.38M 0.56% +982 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 25,674 $1.37M 0.03% +5,598 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 25,665 $1.37M <0.01% +12,244 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 25,643 $1.37M 0.09% +6,126 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 25,370 $1.35M 0.2% +13,909 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 25,173 $1.34M 1.03% +2,877 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 24,852 $1.32M 0.21% +4,462 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 24,725 $1.32M 0.23% +9,430 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 24,467 $1.3M 0.72% -40 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 24,462 $1.3M 0.44% +3,826 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 24,414 $1.3M 1.17% +2,110 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 24,308 $1.29M 0.05% new 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 24,144 $1.29M 1.08% 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 24,091 $1.28M 0.72% +4,443 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 24,086 $1.28M 0.19% +2,928 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 23,945 $1.27M 0.66% +298 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 23,892 $1.27M 1.25% +4,544 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 23,750 $1.26M 0.29% -1,282 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 23,333 $1.24M 0.58% +2,867 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 23,248 $1.24M 0.49% +277 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 23,077 $1.23M 0.55% +16,002 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 22,807 $1.21M 0.66% +2,689 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 22,465 $1.2M <0.01% -1,773 13F-HR Timeline Group Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 22,421 $1.19M 0.62% +3,350 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 22,227 $1.18M 0.42% +1,431 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 22,099 $1.18M 0.06% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 21,835 $1.16M 0.29% +600 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 21,747 $1.16M 0.04% +12,759 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 21,698 $1.16M 0.06% +3,434 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 21,694 $1.15M 0.25% +582 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 21,680 $1.15M 0.06% -2,394 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 21,483 $1.14M +6,003 Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 21,481 $1.14M 0.73% +838 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 21,314 $1.13M 0.26% +1,613 13F-HR Timeline LifePlan Investment Advisors, Inc. 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