Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 194,360 $6.72M 3.92% +3,270 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 193,419 $6.69M 1.58% -4,223 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 192,464 $6.65M 0.31% +3,083 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 191,500 $6.62M 0.5% -17,917 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 186,474 $6.45M 0.07% +43,318 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 183,297 $6.34M 4.38% +46,525 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 182,616 $6.31M <0.01% +4,040 13F-HR Timeline Group BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 182,578 $6.31M 2.18% -2,925 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 180,771 $6.25M 4.67% +5,546 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 178,267 $6.16M 1.59% +56,214 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 177,882 $6.15M 3.49% +101,467 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 177,409 $6.13M 0.44% +11,045 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 177,394 $6.13M 0.19% +32,172 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 176,637 $6.11M 0.85% -2,048 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 173,844 $6.01M 2.49% +9,379 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 172,357 $5.96M 3.9% +14,272 13F-HR Timeline TCI Wealth Advisors, Inc. 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More: the full row for DHJJ Financial Advisors, Ltd. 70,373 $2.43M 0.88% +11,499 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 70,004 $2.42M 1.98% +30,887 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 69,436 $2.4M 1.17% +645 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 69,354 $2.4M 1.17% +7,515 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 68,795 $2.38M 0.12% +2,478 13F-HR Timeline Group Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 68,492 $2.37M 1.9% -3,385 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 67,157 $2.32M 3.41% +8,642 13F-HR Timeline American Investment Services, Inc. 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More: the full row for MELFA WEALTH MANAGEMENT, INC. 55,056 $1.9M 1.2% +9,982 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 54,023 $1.87M 0.11% -828 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 53,642 $1.85M +23,931 Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 53,407 $1.85M 1.47% +4,114 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 53,049 $1.83M 1.39% +1,303 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 52,483 $1.81M 0.96% -708 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 51,912 $1.79M 0.45% 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 51,385 $1.78M 0.78% +566 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 50,325 $1.74M 0.07% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 49,785 $1.72M <0.01% +699 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 49,338 $1.71M 0.21% +8,892 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 48,668 $1.68M 0.01% -25,206 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 48,275 $1.67M 0.05% -73,848 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 48,129 $1.66M 0.41% -2,162 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 47,996 $1.66M 0.89% +37 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 47,490 $1.64M 0.07% +2,029 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 47,280 $1.63M 1.49% +4,459 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. 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