ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 20,980 $1.01M 0.78% 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 20,927 $1.01M 0.33% -1,917 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 20,310 $977K 0.03% +80 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 19,621 $944K 0.98% 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 19,301 $929K 0.16% +132 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 18,831 $906K 0.14% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 18,586 $894K 0.12% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 18,543 $892K 0.02% +1,410 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 18,137 $873K <0.01% +13,397 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 17,866 $860K 0.05% +698 13F-HR Timeline Group WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 17,844 $858K 0.64% 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 17,723 $853K 0.02% +6 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 17,590 $846K <0.01% +1,712 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 17,250 $830K 0.01% +5,752 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 16,928 $814K 0.17% +744 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 16,260 $807K 0.09% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 16,709 $804K 0.28% -334 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 16,680 $802K 0.1% +291 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 16,654 $801K 0.01% +5,787 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 15,724 $756K 0.04% -30 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 15,601 $751K 0.24% -1,051 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 15,579 $750K 0.09% -7,740 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,351 $739K 0.01% -2,066 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 15,341 $738K 0.13% -107 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 15,118 $727K 0.05% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 15,109 $727K 0.07% +3,572 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 14,920 $718K 0.01% +5,545 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 14,826 $713K 0.02% -134 13F-HR Timeline Focus Financial Network, Inc. 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Mason LLC 5,755 $277K 0.11% 0 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 5,708 $275K 0.14% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 5,645 $272K 0.11% 0 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 5,567 $268K 0.21% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,550 $267K 0.01% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 5,539 $266K <0.01% new 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 5,539 $266K <0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,352 $258K 0.01% +337 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,305 $255K <0.01% +305 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 5,291 $254K <0.01% new 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 5,220 $251K 0.14% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 5,158 $248K 0.03% -375 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 5,105 $246K 0.01% new 13F-HR Timeline Compound Planning, Inc. 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