Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 115,971 $5.23M 3.28% 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 112,670 $5.08M 0.74% +15,828 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 109,700 $4.95M 0.04% -22,087 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 109,418 $4.94M 0.11% -13,152 13F-HR Timeline Group CSP Financial Group, LLC More: the full row for CSP Financial Group, LLC 108,803 $4.91M 5.03% 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 106,337 $4.8M 3.25% +9,374 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 105,510 $4.76M 2.31% +581 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 102,188 $4.61M 0.24% +1,397 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 100,736 $4.55M 1.86% -540 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 99,369 $4.48M 0.59% -987 13F-HR Timeline Twin Cities Retirement Group LLC More: the full row for Twin Cities Retirement Group LLC 98,947 $4.46M 4.08% +15,551 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 98,829 $4.46M -8,917 Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 96,630 $4.36M 1.56% +2,941 13F-HR Timeline BluePrint Investing LLC More: the full row for BluePrint Investing LLC 93,476 $4.22M 3.75% 0 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 93,322 $4.21M 1% +5,561 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 92,277 $4.16M 2.25% +20,250 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 91,140 $4.11M 0.81% -65,701 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 90,256 $4.07M 0.46% +926 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 82,762 $4.06M 1.67% +574 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 88,525 $3.99M 1.08% -71,431 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 86,172 $3.89M 0.94% -659 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 86,168 $3.89M 0.53% +1,161 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 86,124 $3.89M 1.05% -87,828 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 85,812 $3.87M 1.75% +3,999 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 85,352 $3.85M 3.09% +3,032 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 84,868 $3.83M 1.3% new 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 84,405 $3.81M 0.6% +2,983 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 82,821 $3.74M 1.17% +17,871 13F-HR Timeline Savvy Advisors, Inc. 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More: the full row for GWN SECURITIES INC. 49,681 $2.24M 0.43% +2,208 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 48,538 $2.19M 0.89% 0 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 48,381 $2.18M 1.52% +9,258 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 48,178 $2.17M <0.01% -257,976 13F-HR Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 47,276 $2.13M 0.13% +2,161 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 47,167 $2.13M <0.01% -12,129 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 46,282 $2.09M 0.12% +2,018 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 44,984 $2.03M 1.12% +4,748 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 44,939 $2.03M <0.01% +1,130 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 44,553 $2.01M 0.67% -178 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 44,480 $2.01M 0.28% -379 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 40,416 $1.98M 0.59% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 43,514 $1.96M 0.11% +21,983 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 41,381 $1.87M 0.03% +1 13F-HR Timeline Group Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 41,088 $1.85M 0.82% +1,581 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 40,517 $1.83M 0.66% -2,000 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 40,449 $1.83M 0.41% +1,640 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 40,121 $1.81M 0.02% -11 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 39,749 $1.79M 1.4% -2,602 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 39,547 $1.78M 0.84% -971 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 39,412 $1.78M 0.16% +157 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 39,302 $1.77M 1.31% +2,232 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 47,353 $1.73M 1.16% +12,628 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 34,537 $1.71M 0.61% -93 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 37,899 $1.71M 0.14% +97 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 37,449 $1.69M 0.11% +237 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 37,197 $1.68M 0.27% -442 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 37,179 $1.68M 1.18% +5,919 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 36,112 $1.63M 0.27% new 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 35,827 $1.62M 0.54% +4,160 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 35,772 $1.61M 1% +15,171 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 35,464 $1.6M 0.5% -654 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 34,826 $1.57M 0.77% +62 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 34,466 $1.56M 0.61% -23,190 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 33,425 $1.51M 0.8% -149 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 32,893 $1.48M 0.33% +18,879 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 32,340 $1.46M 0.67% -5,305 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 32,266 $1.46M 0.71% -479 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 32,034 $1.45M 0.83% -776 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 32,023 $1.44M 0.15% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 31,894 $1.44M 0.13% -715 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 31,803 $1.43M 0.4% +5,522 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 31,504 $1.42M 0.08% -2,835 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 31,369 $1.42M 0.66% new 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 30,868 $1.39M 0.8% 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 29,971 $1.36M 1.07% +8 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 29,682 $1.34M 1.02% -4,551 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 26,901 $1.32M 0.09% +478 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 28,958 $1.32M 0.21% +257 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 29,057 $1.31M <0.01% +8,192 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 28,397 $1.28M 0.95% -902 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 28,350 $1.28M 0.72% -724 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 28,316 $1.28M 0.13% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 28,316 $1.28M 0.04% new 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 28,179 $1.27M 0.73% +1,441 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 27,855 $1.26M 0.02% +95 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 27,647 $1.25M <0.01% +13,877 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 27,548 $1.24M 0.07% +187 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 26,747 $1.21M 0.41% -204 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 26,703 $1.2M <0.01% -80 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 25,331 $1.19M 0.06% +3,836 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 26,054 $1.18M 0.46% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 25,817 $1.17M 0.02% -3,218 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 25,231 $1.14M 0.22% +4,689 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 25,832 $1.13M 0.38% -428 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 24,811 $1.12M 0.45% -822 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 24,666 $1.11M 0.01% +4,646 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 23,981 $1.08M 0.47% new 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 23,751 $1.07M 0.93% +201 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 23,524 $1.06M 0.16% -390 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 23,474 $1.06M 0.18% +15 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 23,290 $1.05M <0.01% +288 13F-HR Timeline Group Trailhead Planners LLC More: the full row for Trailhead Planners LLC 23,119 $1.04M 1% +430 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 23,078 $1.04M 0.21% -5,846 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 22,655 $1.02M 0.01% +6,159 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 22,635 $1.02M 0.3% -456 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 19,942 $1.01M 0.44% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 21,812 $984K 0.25% -399 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 20,902 $984K 0.48% +9,379 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 21,741 $981K <0.01% -2,203 13F-HR Timeline Group MAYPORT, LLC More: the full row for MAYPORT, LLC 21,667 $978K 0.18% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 21,615 $975K 0.03% +50 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 21,568 $973K 0.04% -1,208 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 20,462 $963K 0.12% new 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 21,150 $954K 0.17% -40 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 20,994 $947K 0.01% -3,356 13F-HR Timeline Group FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 19,407 $941K 0.26% -54 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 20,324 $917K 0.01% -24,004 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 20,201 $911K <0.01% new 13F-HR Timeline Group Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 19,170 $865K 0.39% -2,725 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 19,077 $861K 0.61% 0 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 18,974 $856K 0.2% +349 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 18,906 $853K 0.41% -110 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 18,816 $849K 0.02% -22,397 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 18,576 $838K 0.46% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 18,223 $822K 0.08% +314 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 17,795 $803K 0.37% -32 13F-HR Timeline Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 17,742 $801K 0.47% -164 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 17,636 $796K +1,680 Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 17,359 $783K 0.06% 0 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 17,012 $768K 0.37% -33 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 16,930 $764K 0.19% 0 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 16,909 $763K 0.17% new 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 16,742 $755K 0.63% +41 13F-HR Timeline BARRETT & COMPANY, INC. 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