Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 115,989 $6M 3.25% +18 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 112,843 $5.89M 0.56% +92,381 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 111,984 $5.79M 0.25% +9,796 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 110,734 $5.72M 3.43% +4,397 13F-HR Timeline CSP Financial Group, LLC More: the full row for CSP Financial Group, LLC 106,552 $5.51M 4.69% -2,251 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 102,617 $5.3M 2.23% -2,893 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 102,081 $5.28M 0.03% -7,619 13F-HR Timeline Noble Wealth Partners LLC More: the full row for Noble Wealth Partners LLC 98,578 $5.1M 4.43% 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 96,362 $4.98M 0.56% -3,007 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 96,061 $4.97M 0.85% +4,921 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 95,977 $4.96M 1.49% -653 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 95,512 $4.94M -3,317 Timeline Twin Cities Retirement Group LLC More: the full row for Twin Cities Retirement Group LLC 94,990 $4.91M 4.2% -3,957 13F-HR Timeline BluePrint Investing LLC More: the full row for BluePrint Investing LLC 93,476 $4.83M 4.06% 0 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 93,280 $4.82M 2.23% +1,003 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 92,522 $4.78M 0.68% +8,117 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 92,471 $4.78M 0.48% +2,215 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 88,464 $4.57M 1.13% -61 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 87,664 $4.53M 0.02% -96,740 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 87,483 $4.52M 0.88% -5,839 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 86,794 $4.49M 1.81% +982 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 86,560 $4.47M 1.12% +436 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 85,685 $4.43M 0.09% +3,489 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 84,013 $4.34M 0.99% -2,159 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 83,773 $4.33M 0.94% +10,569 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 82,388 $4.26M 1.64% -374 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 80,002 $4.14M 1.33% -4,866 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 79,532 $4.11M 0.06% +26,024 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 79,505 $4.11M 0.48% -6,663 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 78,867 $4.08M 2.52% -804 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 78,396 $4.05M 4.08% -48,762 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 78,377 $4.05M 1.24% -1,303 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 78,084 $4.04M 1.2% 0 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 77,607 $4.01M 1.56% +1,705 13F-HR Timeline Washington Trust Advisors, Inc. 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More: the full row for Kane Co Wealth Management, Inc. 62,017 $3.21M 2.43% +576 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 61,940 $3.2M 0.07% +8,210 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 60,003 $3.1M 0.59% -5,954 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 59,969 $3.1M 0.51% -1,040 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 59,866 $3.09M 1.43% -916 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 58,116 $3M 0.38% +355 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 58,237 $2.99M 0.1% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 56,510 $2.92M 0.04% -2,354 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 55,498 $2.87M 0.01% +79 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 55,093 $2.85M 0.03% +89 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 54,597 $2.82M 0.34% +10,117 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 54,267 $2.8M 0.55% +1,094 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 52,418 $2.71M 1.55% +195 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 51,945 $2.69M 0.12% +434 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 51,876 $2.68M 0.65% -697 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 51,072 $2.64M 0.25% 0 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 50,501 $2.61M 1.24% -182 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 50,042 $2.59M 0.17% -1,426 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 50,010 $2.59M 0.21% -457 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 49,844 $2.58M <0.01% +4,905 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 49,594 $2.56M 2.44% -225 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 49,025 $2.53M 0.94% +487 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 48,827 $2.52M 0.42% -854 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 48,381 $2.5M 1.16% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 47,382 $2.45M 0.14% +106 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 46,544 $2.41M 1.18% +1,560 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 44,210 $2.29M 0.66% -343 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 43,894 $2.27M 1.58% +4,145 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 42,666 $2.21M <0.01% -4,501 13F-HR Timeline Group XY Planning Network, Inc. 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More: the full row for American Investment Services, Inc. 40,412 $2.09M 0.44% -37 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 40,312 $2.08M 0.21% new 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 40,232 $2.08M 1.35% +930 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 39,753 $2.05M 0.8% +206 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 39,298 $2.03M <0.01% -8,880 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 39,188 $2.03M 0.12% +1,739 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 38,438 $1.99M 0.16% -974 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 38,273 $1.98M 0.59% +2,446 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 37,933 $1.96M 0.15% +34 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 36,958 $1.91M 0.28% -239 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 36,138 $1.87M 0.25% +26 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 36,057 $1.86M 0.14% -19,896 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 35,752 $1.85M 0.2% +34,120 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 35,725 $1.85M 1.07% -47 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 34,823 $1.8M 1.02% -12,530 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 34,710 $1.79M 0.09% -11,572 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 34,683 $1.79M 0.77% -143 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 34,341 $1.78M 0.61% -125 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 33,909 $1.75M 0.26% -20,509 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 33,828 $1.75M <0.01% new 13F-HR Timeline Group Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 33,537 $1.73M 0.82% +112 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 33,344 $1.72M 1.18% +4,947 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 33,326 $1.71M 0.23% -188,495 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 33,065 $1.71M 0.57% -1,472 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 32,807 $1.7M 0.34% -86 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 32,436 $1.67M 0.44% -7,980 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 31,940 $1.66M 0.79% -94 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 31,772 $1.64M 0.16% -251 13F-HR Timeline LANGLEY WEALTH MANAGEMENT, LLC More: the full row for LANGLEY WEALTH MANAGEMENT, LLC 31,712 $1.64M 1.6% 13F-HR/A Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 31,269 $1.62M 0.61% -1,071 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 30,958 $1.6M 0.12% -936 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 30,585 $1.58M 0.68% -1,681 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 30,221 $1.56M 0.68% -647 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 28,957 $1.5M 0.01% +6,302 13F-HR/A Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 28,670 $1.48M 0.07% +3,339 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 28,448 $1.47M 0.35% -3,355 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 28,417 $1.47M 0.71% +67 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 28,332 $1.46M 0.74% +153 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 28,316 $1.46M 0.13% 0 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 28,148 $1.45M 0.99% -1,534 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 27,754 $1.43M 0.02% -101 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 27,042 $1.4M <0.01% -2,015 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 27,030 $1.4M <0.01% -617 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 27,000 $1.4M <0.01% new 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 26,999 $1.4M +9,363 Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 26,887 $1.39M 0.09% -14 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 26,624 $1.38M 0.07% -4,880 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 26,580 $1.37M 0.42% -167 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 26,054 $1.35M 0.49% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 25,667 $1.33M 0.02% -150 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 25,633 $1.32M <0.01% +15,665 13F-HR Timeline Group Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 25,320 $1.31M 0.19% +89 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 25,195 $1.3M 0.06% 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 25,041 $1.29M 0.34% -10,423 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 24,838 $1.28M <0.01% -1,865 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 24,037 $1.24M 0.45% +56 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 23,912 $1.24M 0.35% -1,920 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 23,827 $1.23M 0.42% -984 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 23,653 $1.22M 1% -98 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 23,486 $1.21M 0.17% +12 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 23,098 $1.19M 0.16% -426 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 22,516 $1.16M 0.05% +948 13F-HR Timeline Trailhead Planners LLC More: the full row for Trailhead Planners LLC 22,497 $1.16M 1.12% -622 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 22,314 $1.15M 0.28% -321 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 22,281 $1.15M 0.02% 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 21,935 $1.13M <0.01% +194 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 21,845 $1.13M 0.12% -21,669 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 21,816 $1.13M 0.46% +914 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 21,667 $1.12M 0.17% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 21,168 $1.09M 0.01% -3,498 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 21,124 $1.09M 0.78% -8,847 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 20,994 $1.09M 0.01% 0 13F-HR Timeline Group Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 20,925 $1.08M 0.2% -2,153 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 19,942 $1.07M 0.43% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 20,504 $1.06M 0.23% -1,308 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 20,460 $1.06M 0.17% -690 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 19,985 $1.03M 0.22% +3,802 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 19,408 $1M 0.01% +6,973 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 19,176 $991K 0.21% +202 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. 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