Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 89,414 $3.02M 0.16% -149,773 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 89,013 $3.01M 0.8% -926 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 88,715 $3M 0.04% -2,990 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 88,297 $2.98M 0.2% +5,547 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 85,887 $2.9M 0.82% +182 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 85,880 $2.9M 1.08% -2,243 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 85,673 $2.89M 0.11% -4,141 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 83,444 $2.82M +40,880 Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 76,219 $2.72M 1.14% -5,496 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 77,055 $2.66M 0.24% +8,356 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 78,433 $2.65M 0.02% -18,773 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 78,431 $2.65M 0.19% +31,316 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 77,131 $2.6M 2.26% +675 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 75,434 $2.55M 0.36% -1,268 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 74,120 $2.5M 0.02% -50,623 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 74,114 $2.5M 0.26% -3,228 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 72,162 $2.44M 0.06% +14,401 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 70,759 $2.39M 0.06% +60,726 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 70,745 $2.39M 0.16% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 69,813 $2.36M 0.46% +59,608 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 69,302 $2.34M 0.4% -1,214 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 67,364 $2.27M 1.59% +11,646 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 66,654 $2.25M 1.12% +4,791 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 65,521 $2.21M 0.11% +8,054 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 65,359 $2.21M 0.56% -64,883 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 60,650 $2.19M 0.21% -1,355 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 64,547 $2.18M 1.23% -1,027 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 64,305 $2.17M 0.01% -2,544 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 63,387 $2.14M 0.38% +9,601 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 63,281 $2.14M 0.16% -5,180 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 63,256 $2.14M 0.04% -753 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 62,953 $2.13M <0.01% -13,109 13F-HR Timeline Group Compass Financial Services Inc More: the full row for Compass Financial Services Inc 62,850 $2.12M 0.92% +62,750 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 62,014 $2.09M 0.07% -6,241 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 62,013 $2.09M 0.01% -1,276 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 61,838 $2.09M 3.35% -47,658 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 57,655 $2.05M 0.05% +49,257 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 56,138 $1.99M -6,958 Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 58,004 $1.96M 2.68% +26,034 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 57,785 $1.95M 0.45% +79 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 57,387 $1.94M 0.51% +50,936 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 55,685 $1.88M 1.04% +13,146 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 54,435 $1.84M 0.62% +729 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 53,770 $1.82M 0.02% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 50,163 $1.79M 0.14% +804 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 51,663 $1.74M 0.13% +9,913 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 51,474 $1.74M 0.35% +2,041 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 51,083 $1.73M 0.76% +12,247 13F-HR/A Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 50,918 $1.72M 0.13% +42,786 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 50,288 $1.7M 0.09% +2,905 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 50,151 $1.69M 0.43% -4,916 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 49,843 $1.68M 0.1% +2,312 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 48,188 $1.63M 0.41% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 48,122 $1.63M <0.01% +84 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 48,058 $1.62M 0.03% +1,899 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 47,911 $1.62M 0.48% +1,576 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 47,735 $1.61M 0.17% +4,878 13F-HR Timeline Sunbelt Securities, Inc. 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More: the full row for Mascagni Wealth Management, Inc. 42,744 $1.44M 1.03% +485 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 42,627 $1.44M 0.45% +35,134 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 42,601 $1.44M 0.06% -7,826 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 42,145 $1.42M 0.45% -9,142 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 42,049 $1.42M 0.24% -869 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 41,977 $1.42M 0.07% -2,352 13F-HR Timeline Forge Financial Services LLC More: the full row for Forge Financial Services LLC 41,107 $1.39M 0.14% +667 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 41,096 $1.39M 0.93% -14,879 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 40,343 $1.36M 0.1% +13,427 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 39,697 $1.34M 0.68% +9,680 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 39,668 $1.34M 0.82% -1,257 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 39,558 $1.34M 0.91% +3,882 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 39,286 $1.33M 0.04% -13,531 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 39,126 $1.32M 0.1% -96,528 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 39,077 $1.32M 0.82% +1,372 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 39,051 $1.32M 0.15% +10,979 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 38,936 $1.31M 0.09% -1,085 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 38,884 $1.31M 0.65% +904 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 38,698 $1.31M 0.07% +20,482 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 38,494 $1.3M 1.19% +3,079 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 38,063 $1.29M 0.26% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 37,599 $1.27M 0.64% +2,775 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 37,456 $1.26M 0.69% +2,591 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 37,219 $1.26M 0.18% -194 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 36,969 $1.25M 0.1% -35,277 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 35,980 $1.22M 0.07% +150 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 35,343 $1.19M <0.01% new 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 35,251 $1.19M 0.01% -30,488 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 35,087 $1.18M 0.02% +4,414 13F-HR Timeline Group Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 34,391 $1.16M 0.41% +161 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 34,228 $1.16M 0.09% +18,121 13F-HR Timeline Group Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 34,070 $1.15M 0.7% -46,846 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 34,033 $1.15M 0.79% +123 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 34,014 $1.15M 0.09% +2,948 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 33,858 $1.14M 0.18% +13,428 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 33,750 $1.14M 0.59% +91 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 33,636 $1.14M 0.06% +2,664 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 33,518 $1.13M 0.22% -21,067 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 32,808 $1.11M 0.64% +6,317 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 32,698 $1.1M <0.01% +23,745 13F-HR/A Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 32,663 $1.1M 0.57% +15,301 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 32,518 $1.1M 0.44% -73 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 32,424 $1.09M 0.34% +1,028 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 32,372 $1.09M 0.82% +539 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 32,256 $1.09M 0.22% +11,005 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 32,255 $1.09M 0.05% -7,836 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 32,066 $1.08M 0.03% +2,537 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 31,567 $1.07M 0.06% +987 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 30,336 $1.04M 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 30,005 $1.01M 0.08% -1,824 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 28,325 $957K 0.03% +18,991 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 27,467 $928K 0.21% +3,029 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 27,400 $925K 0.03% +10,516 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 27,189 $918K 0.02% +189 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 26,609 $899K 0.11% -1,380 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 26,452 $893K 0.33% +870 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 25,919 $875K 0.06% -7,190 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 25,791 $871K <0.01% -3,986 13F-HR Timeline Group Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 25,604 $865K 0.41% 0 13F-HR Timeline Kirkwood Financial Services More: the full row for Kirkwood Financial Services 25,539 $862K 0.3% -307,758 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 25,444 $859K 0.27% +4,291 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 25,185 $850K 0.55% -585 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 24,997 $844K 0.25% -30,210 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 24,940 $842K 0.03% +10,669 13F-HR Timeline Group Encompass More Asset Management More: the full row for Encompass More Asset Management 24,662 $833K 0.14% -160,273 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 24,531 $828K 0.13% -2,467 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 24,511 $828K 0.26% -194 13F-HR Timeline Purewater Capital LLC More: the full row for Purewater Capital LLC 24,212 $818K 0.78% 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 23,473 $815K 0.05% +5,283 13F-HR/A Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 23,937 $808K 0.15% -531 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 23,737 $802K 0.53% -11,724 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 23,100 $780K 0.51% +2,631 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 22,854 $772K 0.25% -557 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 22,334 $754K 0.93% -10,068 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 22,262 $752K 0.03% -1,461 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 22,178 $749K 0.2% +4,062 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 22,100 $746K <0.01% new 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 22,044 $744K 0.4% +1,542 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 21,900 $740K 0.53% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 21,125 $713K <0.01% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 20,945 $707K <0.01% +2,572 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 20,908 $706K 0.02% +1,795 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 20,845 $704K 0.12% +7,002 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 20,510 $693K 0.19% 0 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 19,949 $674K 0.2% -1,219 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 19,857 $671K 0.3% +11,653 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 19,842 $670K <0.01% +754 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 19,627 $663K <0.01% -504 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 19,970 $662K 0.04% -104,975 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 19,586 $661K 0.02% +38 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 19,485 $658K <0.01% +712 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 19,195 $648K 0.02% +661 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 18,453 $623K 0.4% +35 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 18,307 $618K 0.04% +3,186 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 17,801 $601K 0.12% -2,001 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 17,758 $600K 0.04% -1 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 17,000 $574K 0.04% 0 13F-HR Timeline M Holdings Securities, Inc. 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