First Pacific Financial More: the full row for First Pacific Financial 934,501 $77.4M 9.22% +69,253 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 853,135 $70.6M 6.3% +48,780 13F-HR Timeline Group Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 658,572 $54.5M 6.92% +10,535 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 366,544 $30.3M 0.24% +4,373 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 341,600 $28.3M 3.44% +211,802 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 253,320 $21M 4.8% -27,445 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 241,364 $20M 1.98% +8,224 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 214,260 $17.7M 0.43% +39,145 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 212,101 $17.6M 2.17% +178 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 209,490 $17.3M <0.01% +34,725 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 180,154 $14.9M +17,232 Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 175,702 $14.5M 4.05% +6,872 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 175,063 $14.5M 0.8% +12,332 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 159,183 $13.2M 0.19% +15,900 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 157,672 $13.1M 5.21% -14,582 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 147,925 $12.2M 2.56% +3,458 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 143,211 $11.9M 0.33% +1,609 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 131,656 $10.9M 1.3% -16,239 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 123,069 $10.2M 3.16% -1,181 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 116,965 $9.68M 0.27% +44,609 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 113,097 $9.37M 2.52% +4,854 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 112,149 $9.28M 0.01% new 13F-HR Timeline Group American Investment Services, Inc. More: the full row for American Investment Services, Inc. 110,004 $9.11M 1.92% -3,538 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 106,185 $8.79M <0.01% +79,710 13F-HR Timeline Group HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 103,945 $8.61M 8.65% -29,951 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 101,768 $8.43M 5.36% +2,301 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 101,769 $8.43M 0.41% 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 89,469 $7.41M 0.01% +27,245 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 78,153 $6.47M 0.01% +7,487 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 77,330 $6.4M 0.28% -1,817 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 73,001 $6.04M 0.16% +51,936 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 66,816 $5.53M 1.1% -1,626 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 66,218 $5.48M <0.01% +6,730 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 62,182 $5.15M 0.54% +9,414 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 61,657 $5.1M <0.01% -727 13F-HR Timeline Group Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 59,183 $4.9M 2.69% +43,041 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 53,732 $4.45M 1.75% +2,275 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 52,274 $4.33M 0.22% +429 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 51,130 $4.23M 0.56% +1,973 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 50,659 $4.19M 1.2% +10,741 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 48,934 $4.05M -226,931 Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 48,686 $4.03M 0.53% +12,025 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 45,667 $3.78M 0.03% +234 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 44,121 $3.65M 1.25% +3,342 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 44,090 $3.65M <0.01% +519 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 40,968 $3.39M 0.54% +5,027 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 40,371 $3.34M 1.36% +2,147 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 39,033 $3.23M 0.1% -3,267 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 38,873 $3.22M 0.52% +6,028 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 36,082 $2.99M 0.29% +4,091 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 35,771 $2.96M 0.62% +2,945 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 35,717 $2.96M 1.55% -929 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 35,623 $2.95M 1.45% +1,965 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 39,079 $2.89M 0.99% -396 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 34,479 $2.85M 0.14% +17,284 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 34,351 $2.84M 0.45% +10,482 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 34,108 $2.82M 0.23% +7,572 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 32,865 $2.72M 1.34% +1,098 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 31,547 $2.61M <0.01% -22,739 13F-HR Timeline Group Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 30,649 $2.54M 0.56% +4,599 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 30,422 $2.52M 0.98% +2,257 13F-HR Timeline Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 29,159 $2.41M 1.16% +376 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 28,810 $2.37M 0.05% +4,239 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 27,996 $2.32M 0.02% +3,963 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 27,691 $2.29M 0.54% +14,332 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 26,182 $2.17M 0.01% +471 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 25,505 $2.11M 0.16% +116 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 25,402 $2.1M 0.14% +1,421 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 25,236 $2.09M 0.46% -934 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 24,139 $2M 0.5% -730 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 24,101 $2M 0.65% +1,777 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 23,308 $1.93M <0.01% +734 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 23,133 $1.92M 0.04% +2,028 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 22,327 $1.85M 0.21% +619 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 20,578 $1.7M 0.84% +990 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 19,443 $1.61M <0.01% +924 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 18,419 $1.52M 0.36% +5,827 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 17,095 $1.42M 0.45% +1,546 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 16,135 $1.34M 0.03% +2,394 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 15,000 $1.24M 0.17% +2,594 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 14,284 $1.18M <0.01% +2,648 13F-HR/A Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 14,022 $1.16M +992 Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 13,349 $1.1M 0.16% +286 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 13,140 $1.09M 0.55% -804 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 12,988 $1.08M 0.01% +2,893 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 12,663 $1.05M 0.55% +1,166 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 12,587 $1.04M 0.23% 0 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 12,541 $1.04M 0.38% +279 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 12,033 $996K 0.08% +330 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 12,029 $995K 0.15% +1,615 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 11,833 $980K 0.51% -4,027 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 11,557 $957K 0.18% +2,199 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 10,998 $911K 0.04% +1,228 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 10,862 $899K 0.52% +883 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 9,451 $782K 0.01% +1,726 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 9,319 $771K 0.14% +316 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 9,023 $747K 0.12% +333 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 8,688 $719K 0.17% +830 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 8,625 $714K 0.19% +1,959 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 8,404 $696K 0.4% +700 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 8,373 $693K 0.07% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,335 $690K 0.02% -106 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,293 $687K 0.02% +54 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 8,267 $684K 0.11% +3,489 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 8,228 $681K <0.01% -274 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 8,093 $670K 0.01% +1,013 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 7,964 $659K 0.26% +1,902 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 7,980 $659K 0.12% -312 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,740 $641K 0.01% +927 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 7,674 $635K 0.45% +49 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 7,664 $634K 0.44% +48 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 7,606 $630K 0.01% +2,350 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,377 $611K <0.01% +1,097 13F-HR/A Timeline Group Verum Partners LLC More: the full row for Verum Partners LLC 7,112 $589K 0.09% 0 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 7,099 $588K <0.01% -803 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 6,944 $575K 0.16% +2,812 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 6,768 $560K 0.15% +430 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 6,547 $542K 0.02% +124 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 6,355 $526K 0.06% +216 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 6,195 $512K 0.15% +3,403 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 6,075 $503K 0.03% -3,630 13F-HR Timeline Ferguson Johnson Wealth Management Inc More: the full row for Ferguson Johnson Wealth Management Inc 5,991 $495K 0.36% +67 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 5,809 $481K 0.06% +969 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,668 $469K 0.03% +153 13F-HR Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 5,492 $455K 1.28% +25 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 5,402 $447K <0.01% -563 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 5,374 $445K <0.01% -101 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 5,180 $429K 0.16% +296 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5,158 $427K 0.03% +107 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 5,144 $426K 0.22% +397 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,048 $418K 0.02% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 4,801 $397K 0.02% +208 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,797 $397K <0.01% -199 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 4,725 $391K 0.02% +103 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 4,674 $387K 0.13% +1,846 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 4,650 $384K 0.14% +359 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 4,561 $378K 0.06% +24 13F-HR Timeline Catawba River Capital More: the full row for Catawba River Capital 4,535 $376K 0.17% +825 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,420 $366K <0.01% +1,635 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,399 $364K <0.01% -530 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,328 $358K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,219 $349K <0.01% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 4,175 $346K 0.07% +1 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 4,124 $341K <0.01% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,118 $341K <0.01% +322 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 4,065 $337K 0.05% +24 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 3,966 $328K 0.13% +1 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 3,938 $326K 0.04% new 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,833 $317K 0.01% new 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,822 $316K <0.01% new 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,788 $314K 0.01% +88 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 3,703 $305K 0.06% +832 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 3,640 $301K 0.22% new 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 3,569 $295K 0.26% +11 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 3,562 $295K 0.11% +141 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,562 $295K 0.02% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,495 $291K <0.01% new 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 3,499 $290K 0.14% +2 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,328 $276K <0.01% +249 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 3,116 $258K <0.01% new 13F-HR Timeline Group Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 3,062 $254K 0.02% -549 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,966 $246K 0.1% +267 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,961 $245K 0.01% -229 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,956 $245K <0.01% +7 13F-HR Timeline Group Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 2,907 $241K 0.09% +142 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,870 $238K 0.01% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,865 $237K 0.02% +233 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 2,838 $235K 0.12% -74 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 2,782 $230K 0.17% -190 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 2,727 $226K 0.09% +11 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,684 $222K 0.02% new 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,625 $217K 0.05% new 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 2,496 $207K 0.06% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. 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