Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,195,146 $180M 2.29% -37,702 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 1,978,011 $162M 18.83% +20,048 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,176,212 $96.4M 1.79% +154,489 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,071,907 $87.9M 7.07% +82,430 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 1,048,990 $86M 24.58% -14,052 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 894,764 $73.4M 7.26% +63,441 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 726,297 $59.5M 8.32% +54,641 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 675,053 $55.3M +34,114 Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 624,972 $51.2M 0.53% +30,958 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 567,396 $46.5M 3.82% +48,281 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 544,143 $44.6M 0.2% -114,078 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 540,704 $44.3M 0.37% +23,748 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 503,749 $41.3M 6.12% +67,331 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 461,690 $37.8M 1.87% -16,458 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 452,203 $37.1M 4.92% +28,282 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 407,966 $33.4M 3.78% -1,373 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 405,324 $33.2M 13.26% +22,880 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 405,069 $33.2M 18.11% +6,869 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 400,422 $33M 7.13% +5,422 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 397,070 $32.6M 2.09% +46,427 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 372,379 $30.5M 1.2% +6,946 13F-HR Timeline BEACON HILL WEALTH MANAGEMENT LTD. More: the full row for BEACON HILL WEALTH MANAGEMENT LTD. 347,773 $28.5M 19.75% 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 341,912 $28M 0.05% -1,210 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 341,244 $28M 0.57% +10,943 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 336,503 $27.6M 0.18% -4,201 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 336,258 $27.6M 0.01% +40,878 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 330,075 $27.1M 0.03% +138,887 13F-HR Timeline Group RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 329,785 $27M 12.6% +12,454 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 298,555 $24.5M 0.05% +36,842 13F-HR/A Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 284,211 $23.3M 7.12% -17,033 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 271,900 $22.3M 14.57% +1,707 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 268,947 $22M 0.02% +31,550 13F-HR Timeline Group Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 249,842 $20.5M 4.17% -3,714 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 231,715 $19M 0.15% +7,555 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 223,160 $18.3M 2.88% +235 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 211,734 $17.4M 0.02% +6,265 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 194,121 $15.9M 3.91% +128,741 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 193,799 $15.9M 4.26% -4,498 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 178,804 $14.7M 10.3% +27,430 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 166,389 $13.6M 2.53% +879 13F-HR Timeline Heritage Investment Group, Inc. 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More: the full row for M Holdings Securities, Inc. 135,279 $11M 1.51% -5,996 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 128,126 $10.5M 2.32% +10,286 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 123,898 $10.2M 0.21% +541 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 119,331 $9.78M 1.23% +13,112 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 118,700 $9.73M 0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 115,935 $9.46M 0.31% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 113,387 $9.3M 1.56% -724 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 112,825 $9.25M 7.45% -620 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 111,540 $9.14M 5.64% +15,201 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 111,492 $9.14M 3.97% +8,943 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 103,984 $8.52M 1.12% +13,700 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 102,752 $8.42M 0.24% +26,037 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 101,762 $8.34M 0.36% -1,001 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 100,309 $8.22M 0.05% -2,374 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 99,273 $8.14M 0.82% +1,436 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 94,386 $7.74M <0.01% +24,642 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 89,498 $7.34M 4.05% -590 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 86,550 $7.1M 0.08% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 86,025 $7.09M 0.17% 0 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 83,917 $6.88M +18,665 Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 83,536 $6.85M 2.5% -1,710 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 79,516 $6.52M <0.01% +8,299 13F-HR Timeline Group WorthPointe, LLC More: the full row for WorthPointe, LLC 78,812 $6.46M 1.63% -9,142 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 75,440 $6.38M 2.37% 0 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 76,428 $6.27M 1.24% +12,064 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 76,235 $6.25M <0.01% new 13F-HR Timeline Group Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 76,109 $6.25M 1.64% +37,920 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 73,832 $6.05M 0.37% -2,876 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 71,289 $5.84M 0.28% +4,135 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 71,170 $5.83M 0.25% +1,521 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 70,691 $5.8M 1.98% +14,782 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 70,633 $5.79M 0.01% -945 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 67,138 $5.5M 0.02% +4,993 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 65,306 $5.41M 0.57% +804 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 65,872 $5.4M 0.93% +15,102 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 64,537 $5.29M 0.03% -1,825 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 63,621 $5.22M 0.02% +21,891 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 61,020 $5M 1.09% +2,085 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 59,845 $4.91M 0.17% +42,203 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 57,371 $4.7M 1.31% 0 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 56,412 $4.62M 1.7% +9,759 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 54,940 $4.5M 0.1% +8,360 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 51,976 $4.26M 0.07% 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 48,762 $4.02M 1.08% +2,799 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 47,278 $3.88M 0.46% -2,344 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 46,780 $3.84M 0.12% -255 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 46,295 $3.8M <0.01% +87 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 42,370 $3.47M <0.01% +6,699 13F-HR Timeline Group Outbound Financial Inc More: the full row for Outbound Financial Inc 41,871 $3.43M 2.22% -1,121 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 40,920 $3.35M 0.53% +2,476 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 36,914 $3.03M 0.87% -1,648 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 34,014 $2.79M 0.03% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 33,901 $2.78M 0.04% +1,032 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 33,573 $2.75M 0.04% +3,839 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 33,347 $2.73M 1.19% +3,053 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 33,309 $2.73M <0.01% +14,617 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 32,441 $2.66M 0.03% +352 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 31,898 $2.61M 0.75% -78,777 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 30,645 $2.51M 0.03% +3,511 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 30,252 $2.48M 0.05% +53 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 29,749 $2.44M 0.05% +13,850 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 27,375 $2.24M <0.01% new 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 30,561 $2.2M 0.09% -3,503 13F-HR Timeline BluePrint Investing LLC More: the full row for BluePrint Investing LLC 26,215 $2.15M 1.81% +3,222 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 25,942 $2.13M 1.17% +19,472 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 24,947 $2.09M 0.12% -8,104 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 25,227 $2.07M 1.47% +2,517 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 24,882 $2.04M <0.01% +354 13F-HR/A Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 24,069 $1.97M 0.82% -257 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 23,660 $1.94M 0.6% +354 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 23,536 $1.93M 0.75% +4,566 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 23,458 $1.92M 0.3% 0 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 21,334 $1.75M 0.26% +1,920 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 21,266 $1.74M 0.63% +68 13F-HR Timeline Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 20,831 $1.71M 1.29% +316 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 19,992 $1.64M 0.24% +4,149 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 18,304 $1.5M 0.08% +967 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 17,948 $1.46M <0.01% +3,427 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 17,787 $1.46M <0.01% -21 13F-HR Timeline Group Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 17,202 $1.41M 0.1% new 13F-HR Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 16,933 $1.39M 0.17% -609 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 16,149 $1.32M 0.03% +40 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 15,670 $1.28M 0.04% +586 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 15,350 $1.26M 0.06% 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 15,014 $1.23M 0.61% +777 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 14,860 $1.22M 0.01% +337 13F-HR/A Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 14,808 $1.22M 0.02% -472 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 14,002 $1.15M 0.1% +257 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 13,978 $1.15M 0.38% -147 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 13,968 $1.15M 0.07% +10,854 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 13,952 $1.14M 0.32% +75 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 13,782 $1.13M 0.07% +2,088 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 13,099 $1.07M <0.01% -987 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 12,859 $1.05M 0.12% new 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 12,767 $1.05M 0.01% +2,428 13F-HR Timeline Group FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 12,445 $1.02M 0.33% +94 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 11,888 $975K 0.41% +3,129 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 11,494 $942K 0.11% +280 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 11,155 $914K 0.08% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,569 $875K <0.01% +5,304 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,650 $873K 0.01% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,647 $873K 0.01% +487 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 10,572 $867K 0.38% 0 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 9,995 $819K 0.32% +735 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 9,935 $814K <0.01% +1,327 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 9,668 $792K <0.01% new 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 9,258 $759K 0.36% 0 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 9,124 $748K 0.55% -300 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 8,988 $737K 0.03% 0 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 8,752 $718K 0.2% +1,404 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 8,020 $657K 0.22% +1,254 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 7,869 $645K 0.22% +462 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,615 $624K <0.01% +1 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 7,392 $606K 0.02% -1,532 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,384 $605K 0.01% -113 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 7,175 $588K 0.03% -244 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 6,824 $559K 0.12% +217 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 6,764 $555K new Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 6,714 $550K 0.31% +3,372 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 6,670 $547K 0.4% +280 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 6,512 $534K 0.02% -571 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 6,093 $500K 0.27% +206 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,850 $480K 0.03% -25 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 5,806 $476K 0.22% -112 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,802 $476K <0.01% -121 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 5,563 $456K 0.24% +10 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,452 $447K 0.01% 0 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 5,410 $444K 0.17% +1,004 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,270 $432K 0.02% new 13F-HR Timeline Group Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 5,190 $425K 0.07% +983 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,141 $421K <0.01% +1,401 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,919 $403K <0.01% +1,220 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,687 $384K <0.01% new 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 4,620 $379K 0.01% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 4,472 $367K 0.11% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 4,379 $359K 0.26% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 4,376 $359K 0.05% +1,189 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 4,109 $337K 0.1% +12 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,051 $332K 0.03% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3,972 $326K 0.04% 0 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 3,919 $321K 0.12% +409 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,842 $315K 0.16% new 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 3,777 $310K 0.13% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,673 $301K 0.03% +34 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 3,639 $298K 0.21% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,569 $293K 0.01% 0 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 3,552 $291K 0.15% +15 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 3,192 $263K 0.1% 0 13F-HR Timeline Broadhurst Jeffrey B More: the full row for Broadhurst Jeffrey B 3,200 $262K 0.56% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,200 $262K 0.02% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,172 $260K <0.01% new 13F-HR Timeline Group