Bedminster, LLC More: the full row for Bedminster, LLC 36,852 $1.86M 1.59% +218 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 36,470 $1.84M 0.29% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 36,459 $1.84M 1.19% +4,539 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 35,417 $1.78M 0.98% +3,373 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 35,384 $1.78M 0.82% +906 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 35,252 $1.78M 0.61% +3,108 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 34,626 $1.74M 0.22% +26,765 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 33,342 $1.68M 1.3% +320 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 33,125 $1.67M 0.08% +18,701 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 32,496 $1.64M <0.01% +6,355 13F-HR Timeline Group ZENITH SOLUTIONS, INC. More: the full row for ZENITH SOLUTIONS, INC. 32,246 $1.62M 1.47% 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 32,176 $1.62M 0.24% +6,140 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 31,190 $1.57M 0.06% new 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 30,826 $1.55M 0.42% +1,979 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 30,264 $1.52M 0.3% +16,204 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 29,826 $1.5M 0.98% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 29,789 $1.5M 0.02% new 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 29,412 $1.48M 0.28% +1,032 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 28,375 $1.43M 0.47% +1,500 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 27,869 $1.4M 1.21% +2,301 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 27,946 $1.4M 0.08% +2,318 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 27,248 $1.37M 0.3% +17,939 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 27,060 $1.36M 0.1% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 25,666 $1.29M 0.13% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 25,250 $1.25M 0.08% -6,608 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 24,450 $1.23M 0.02% +8,343 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 24,302 $1.22M 0.08% +285 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 24,148 $1.22M 0.11% new 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 24,033 $1.21M 0.37% +3,922 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 23,074 $1.16M 0.72% +2,853 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 22,623 $1.14M 0.01% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 22,345 $1.13M 0.03% +3,464 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 21,673 $1.09M 0.41% -1,851 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 21,468 $1.08M 0.52% +2,926 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 21,284 $1.07M 0.71% +1,337 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 20,980 $1.06M 0.4% +7,496 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 21,379 $1.04M 0.52% +6,144 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 20,548 $1.03M 0.05% +2,189 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 20,058 $1.01M 0.02% +2,496 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 19,745 $995K 0.02% +13,579 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 19,258 $970K 0.05% +718 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 19,048 $959K 0.12% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 18,966 $955K 0.04% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 18,871 $951K 0.09% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 18,827 $948K 0.08% +4,950 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 18,825 $948K 0.15% +1,495 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 18,727 $943K 0.3% +1,501 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 18,513 $932K 0.52% +1,748 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 18,350 $924K 0.02% new 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 18,154 $914K 0.49% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 18,132 $913K 0.01% +5,967 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 18,006 $907K 0.02% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 17,986 $906K 0.22% +3,980 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 17,809 $897K 0.23% -633 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 17,218 $867K 0.5% +8,256 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 17,196 $866K 0.39% +1,590 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 16,310 $822K 0.18% +2,905 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 16,256 $819K +4,746 Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 16,143 $813K 0.07% new 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 16,092 $811K 0.47% +3,641 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 15,960 $786K 0.09% -293,688 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 15,503 $781K <0.01% +9,871 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 15,238 $768K 0.04% +1,887 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 14,948 $746K 0.02% 0 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 14,425 $727K 0.2% +2,917 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 14,372 $724K 0.38% +2,172 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 14,268 $719K 0.23% +8,656 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 14,225 $717K 0.05% +449 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 13,970 $704K 0.03% +3,546 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 13,962 $703K 0.45% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 13,845 $697K 0.03% +3,181 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 13,845 $697K 0.25% +728 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 13,610 $686K 0.5% new 13F-HR/A Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 13,203 $665K 0.14% +968 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 13,127 $661K 0.01% +5,978 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 13,158 $656K 0.09% +1,017 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 13,010 $655K 0.5% +5,446 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 12,941 $652K 0.3% +3,251 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 12,716 $641K 0.12% -282 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 12,174 $613K 0.17% new 13F-HR/A Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 12,146 $612K 0.3% +1,752 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 11,840 $596K 0.02% -79 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 11,712 $590K 0.45% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 11,618 $585K 0.23% +10,032 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 11,609 $585K 0.11% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 11,600 $584K 0.08% +2,854 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 11,594 $584K 0.16% +1,205 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 11,489 $579K <0.01% +1,814 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 7,179 $578K 0.3% new 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 11,391 $574K 0.61% +1 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 11,381 $573K 0.11% +920 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 11,131 $561K 0.02% +1,437 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 10,811 $536K 0.03% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,477 $528K 0.02% +2,889 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 10,263 $517K 0.05% +3,119 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,018 $505K 0.02% +3,058 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 10,003 $504K 0.21% +920 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 10,215 $503K 0.16% new 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 9,953 $501K <0.01% +2,308 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 9,902 $499K 0.01% -390 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 9,799 $494K 0.11% -9,135 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 9,791 $493K 0.25% +3,297 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 9,732 $490K 0.23% +2,087 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 9,677 $487K 0.05% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 9,518 $479K 0.05% +563 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 9,506 $479K 0.11% +1,219 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 9,437 $475K 0.08% +3,839 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 9,397 $473K 1.92% -668 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 9,108 $459K 0.12% +2,388 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,068 $457K 0.01% new 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 8,939 $450K 0.05% +534 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 8,345 $420K 0.01% +127 13F-HR Timeline Group RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 8,218 $414K 0.2% +406 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 8,079 $407K 0.11% +1,693 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,070 $407K 0.01% +1,467 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 8,001 $403K 0.03% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 7,951 $400K 0.13% -2,799 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 7,920 $399K 0.18% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,853 $396K 0.03% +673 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 7,746 $390K 0.04% -1,172 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,741 $390K 0.03% new 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 7,397 $373K 0.57% +1,845 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 7,364 $371K 0.24% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 7,296 $368K 0.1% +1,184 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 7,010 $353K 0.29% +378 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 6,990 $352K 0.06% +1,374 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 6,988 $352K 0.23% +986 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 6,717 $338K 0.24% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 6,619 $333K 0.15% new 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 6,609 $333K 0.31% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 6,586 $332K 0.1% -7,285 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 6,577 $331K 0.19% new 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 6,512 $328K 0.17% -351 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 6,509 $328K 0.02% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,478 $326K <0.01% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 6,365 $321K 0.06% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,257 $315K 0.01% -302 13F-HR Timeline Group LongView Wealth Management More: the full row for LongView Wealth Management 6,184 $311K 0.08% +1,126 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 6,129 $309K 0.02% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 6,054 $305K 0.04% new 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 6,016 $303K 0.21% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 5,972 $301K 0.17% +316 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,834 $294K 0.01% new 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 5,778 $291K 0.25% new 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 5,680 $286K 0.09% +311 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 5,545 $279K <0.01% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 5,434 $274K 0.04% new 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 5,409 $273K 0.04% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,380 $271K 0.01% new 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,330 $268K 0.01% -232 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 5,098 $257K 0.03% +386 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 5,098 $257K 0.06% new 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 5,083 $256K 0.07% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 5,017 $253K 0.04% new 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 5,017 $253K 0.11% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,943 $249K 0.01% +1,070 13F-HR Timeline Group Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 4,904 $247K 0.18% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,786 $241K 0.02% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 4,596 $232K 0.02% new 13F-HR/A Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 4,506 $227K 0.4% new 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,487 $226K 0.02% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,473 $225K <0.01% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,444 $224K 0.01% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,383 $221K 0.01% new 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 4,290 $216K 0.09% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,279 $216K 0.01% new 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 4,221 $212K 0.08% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 4,164 $210K 0.05% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,129 $208K 0.02% new 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 4,086 $206K 0.04% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3,925 $198K 0.05% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,708 $187K <0.01% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 3,366 $170K 0.04% +2,941 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,185 $160K 0.04% +117 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 2,921 $147K 0.07% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,835 $143K <0.01% +2,165 13F-HR Timeline Group Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 2,414 $122K 0.15% +393 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,077 $105K <0.01% +1,358 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,650 $83.1K 0.01% new 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 1,554 $78.3K 0.04% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,351 $68K 0.02% -235 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,054 $53.1K 0.04% +72 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 966 $48.7K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 961 $48.4K <0.01% new 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 875 $44.1K <0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 860 $43.3K <0.01% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 853 $43K <0.01% +36 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 695 $35K 0.02% +669 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 679 $34.2K 0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 591 $29.8K 0.08% new 13F-HR/A Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 580 $29.2K <0.01% new 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 565 $28.5K 0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 564 $28.4K 0.01% +26 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 508 $25.6K 0.01% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 473 $23.8K 0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 443 $22.3K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 413 $20.8K 0.01% new 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 347 $17.5K 0.02% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 334 $16.8K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 303 $15.3K <0.01% new 13F-HR Timeline