Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 44,181 $868K 0.06% new 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 42,859 $842K 0.45% +815 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 42,289 $831K 0.02% +7,557 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 41,522 $816K 0.19% +30,586 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 40,461 $795K 0.56% +4,035 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 40,410 $794K 0.26% +615 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 40,067 $787K 0.16% +850 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 39,657 $779K <0.01% -403 13F-HR Timeline Group Strid Group, LLC More: the full row for Strid Group, LLC 39,261 $771K 0.11% +419 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 38,145 $750K 0.05% +10,042 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 37,879 $744K 0.05% +24,765 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 37,202 $731K 0.02% +26,107 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 36,297 $713K <0.01% +445 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 36,181 $711K 0.07% +2,649 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 35,947 $706K 0.42% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 35,349 $695K 0.45% -13,375 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 35,068 $689K 0.06% -4,792 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 33,799 $664K 0.15% +17,771 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 33,613 $660K 0.04% +16 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 33,142 $651K 0.36% -1,417 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 32,982 $648K 0.01% +184 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 32,841 $645K 0.2% +18,866 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 32,547 $638K 0.01% +15,364 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 31,865 $626K 0.18% +18,013 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 31,429 $618K 0.06% +2,289 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 30,631 $602K 0.18% +14,208 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 30,500 $599K <0.01% -81 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 30,443 $598K 0.01% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 30,131 $592K 0.01% +68 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 30,044 $590K 0.16% +2,198 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 29,694 $583K 0.2% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 29,023 $570K 0.01% -1,505 13F-HR/A Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 28,179 $554K 0.16% +13,859 13F-HR Timeline Group Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 28,130 $553K 0.08% -102,044 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 28,040 $551K 0.59% +140 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 27,952 $549K 0.11% -2,443,444 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 27,710 $545K 0.09% +1,550 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 27,672 $544K 0.25% +11,167 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 27,241 $535K 0.01% +3,176 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 27,110 $533K 0.04% 0 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 27,062 $532K 0.5% -11,363 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 26,383 $518K 0.17% +188 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 25,828 $508K 0.39% +1,042 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 25,265 $497K 0.11% -9,604 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 24,482 $481K <0.01% -6,965 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 24,418 $480K 0.06% +244 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 24,373 $479K 0.03% -530 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 23,330 $458K 0.18% new 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 22,926 $450K 0.17% +18 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 22,430 $441K 0.78% -2,500 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 22,125 $435K 0.01% -59,709 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 21,625 $425K 0.03% 0 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 21,549 $423K 0.23% +6,177 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 21,335 $419K <0.01% +2,400 13F-HR Timeline Group SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 20,993 $413K 0.02% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 20,731 $407K 0.33% +1,260 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 20,300 $399K 0.03% +1,468 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 20,073 $394K 0.03% 0 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 20,000 $393K 0.09% 0 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 19,653 $386K 0.09% +3,662 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 19,445 $382K 0.28% +65 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 19,266 $379K <0.01% -135 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 18,950 $372K 0.01% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 18,886 $371K 0.01% -290 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 18,700 $367K 0.11% +3,500 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 18,672 $367K 0.05% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 18,370 $361K 0.03% new 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 17,696 $348K 0.03% +1,063 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 17,535 $345K 0.01% -850 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 17,415 $342K <0.01% -49 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 17,278 $340K 0.28% +6,099 13F-HR/A Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 16,760 $329K 0.35% -984 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 16,368 $322K 0.01% 0 13F-HR Timeline Group FC Advisory LLC More: the full row for FC Advisory LLC 16,195 $318K 0.1% +1,174 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 16,125 $317K 0.09% +4,822 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 16,104 $316K 0.01% -378 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 16,051 $315K 0.14% -858 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 16,023 $315K 0.22% 0 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 15,824 $311K 0.06% +1,528 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 15,758 $310K 0.05% +5,642 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 15,276 $300K 0.04% -4,936 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 14,974 $294K <0.01% +562 13F-HR/A Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 14,968 $294K 0.01% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 14,949 $294K <0.01% +1,657 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 14,719 $289K 0.03% -5,250 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 14,629 $287K 0.11% +1,812 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 14,589 $287K 0.09% +7,656 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 14,200 $279K <0.01% -10,300 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 13,276 $260K 0.07% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 13,185 $259K <0.01% 0 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 13,004 $256K 0.03% 0 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 12,967 $255K 0.11% -7,942 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 12,804 $252K 0 Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12,607 $248K 0.01% 0 13F-HR Timeline Group Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 12,489 $245K 0.08% +1 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 12,002 $236K 0.02% -28 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 11,992 $236K 0.04% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 11,902 $234K 0.07% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 11,259 $221K 0.01% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,868 $214K <0.01% -77 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 10,864 $213K 0.04% new 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 10,754 $211K 0.08% 0 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 10,494 $206K 0.01% -148 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 10,373 $204K <0.01% 0 13F-HR Timeline Group OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 10,336 $203K 0.03% +45 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,176 $200K <0.01% +9,676 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 10,159 $200K 0.11% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 10,122 $199K 0.08% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 10,000 $196K <0.01% 0 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 9,300 $183K 0.08% +6,300 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,320 $163K 0.02% +685 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 7,982 $157K 0.02% -1,795 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,509 $148K 0.01% -23,259 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 7,418 $146K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,265 $143K <0.01% +529 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 6,383 $125K 0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5,500 $108K 0.04% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,433 $107K <0.01% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,275 $104K 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,199 $102K +3,665 Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4,846 $95.2K 0.02% 0 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 4,375 $86K 0.04% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 4,134 $81.2K <0.01% +44 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,061 $79.8K 0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 3,960 $77.8K 0.01% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 3,212 $63.1K 0.04% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,035 $59.6K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,245 $44.1K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,001 $39.3K 0.01% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,973 $38.8K <0.01% new 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,615 $31.7K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,525 $30K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,524 $29.9K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,350 $26.5K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,285 $25.3K <0.01% -126 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,148 $22.6K <0.01% -47 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,028 $20.2K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,057 $20K <0.01% -36 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 997 $19.6K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 792 $15.6K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 787 $15.5K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 716 $14.1K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 658 $12K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 555 $10.9K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 442 $8.69K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 269 $5.29K <0.01% -44 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 205 $4K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 177 $3.48K <0.01% -447 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 59 $1.16K <0.01% new 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 51 $1.01K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 0 $12 <0.01% -97 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.