First Pacific Financial More: the full row for First Pacific Financial 865,248 $63.8M 8.22% +49,441 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 804,355 $59.3M 6.01% +129,151 13F-HR Timeline Group Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 648,037 $47.8M 6.81% +7,686 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 362,171 $26.9M 0.25% +13,857 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 280,765 $20.7M 5% -1,790 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 275,865 $20.4M +237,809 Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 233,140 $17.2M 1.85% -1,694 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 211,923 $15.6M 2.1% +6,212 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 175,115 $13.5M 0.38% +42,873 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 172,254 $12.7M 5.67% +10,128 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 174,765 $12.5M <0.01% +39,368 13F-HR/A Timeline Group Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 168,830 $12.5M 4.58% +10,090 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 162,922 $12M -16,438 Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 162,731 $12M 0.73% +15,542 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 143,283 $11.4M 0.17% +15,775 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 147,895 $10.9M 1.52% -3,503 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 144,467 $10.7M 2.53% +1,330 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 141,602 $10.4M 0.33% +5,251 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 133,896 $9.88M 5.44% -1,446 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 129,798 $9.58M 1.86% -33,751 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 124,250 $9.17M 3.1% +6,167 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 108,243 $8.62M 2.44% +22,151 13F-HR Timeline American Investment Services, Inc. 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More: the full row for TCI Wealth Advisors, Inc. 79,147 $5.84M 0.31% +5,628 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 72,356 $5.34M 0.22% +38,254 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 70,666 $5.21M 0.01% +3,754 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 68,442 $5.05M 1.1% +959 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 62,384 $4.6M <0.01% +6,469 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 62,224 $4.59M 0.01% +45,731 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 59,488 $4.39M <0.01% +6,505 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 54,286 $4.01M <0.01% +37,557 13F-HR Timeline Group Family Manage LLC More: the full row for Family Manage LLC 52,768 $3.89M 0.47% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 51,845 $3.83M 0.21% +11,399 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 51,457 $3.8M 1.75% +4,262 13F-HR Timeline SC&H Financial Advisors, Inc. 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More: the full row for Sterling Wealth Management, Inc. 24,869 $1.83M 0.5% +5,143 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 24,033 $1.77M 0.02% +8,206 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 23,981 $1.77M 0.18% +2,208 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 23,869 $1.76M 0.3% +862 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 22,574 $1.67M <0.01% +3,921 13F-HR Timeline Group Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 22,324 $1.65M 0.6% +11,742 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 21,708 $1.6M 0.21% -1,425 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 21,105 $1.56M 0.04% +6,805 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 21,065 $1.55M 0.05% +5,345 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 20,606 $1.52M 1.1% -1,124 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 19,588 $1.45M 0.81% +1,955 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 17,089 $1.41M 0.83% +2,964 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 18,519 $1.37M <0.01% +695 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 17,195 $1.27M 0.07% +7,475 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 16,142 $1.19M 0.76% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 16,106 $1.19M 0.01% +3,046 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 15,860 $1.17M 0.7% +1,337 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 15,549 $1.15M 0.4% +1,684 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 13,944 $1.03M 0.64% -556 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 13,741 $1.01M 0.03% +2,553 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 13,359 $986K 0.25% +644 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 13,063 $964K 0.16% +2,113 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 13,030 $961K -2,050 Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 12,592 $929K 0.25% +2,923 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 12,587 $929K 0.25% 0 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 12,406 $915K 0.15% +3,032 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 12,262 $905K 0.37% +973 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 11,703 $863K 0.08% -574 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 11,636 $859K <0.01% +4,220 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 11,497 $848K 0.52% +7,194 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 10,414 $768K 0.14% +301 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,095 $745K 0.01% +1,237 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 9,979 $736K 0.5% +226 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,770 $721K 0.03% +316 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 9,705 $716K 0.05% -1,615 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 9,358 $690K 0.14% +1,206 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 9,003 $664K 0.13% +1,522 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 8,690 $641K 0.11% +1,066 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 8,502 $627K <0.01% +3,169 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,441 $623K 0.02% -56 13F-HR/A Timeline Group Wolfstich Capital, LLC More: the full row for Wolfstich Capital, LLC 16,081 $618K 0.54% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 8,292 $612K 0.13% +1,102 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,239 $608K 0.02% +126 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 8,026 $592K <0.01% -2,370 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,902 $583K <0.01% -1,732 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 7,858 $580K 0.15% +173 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,725 $570K 0.01% +2,332 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 7,704 $568K 0.36% +1,600 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 7,625 $563K 0.47% +333 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 7,616 $562K 0.43% +19 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 7,112 $525K 0.1% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,080 $522K 0.01% +546 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,813 $503K 0.01% new 13F-HR/A Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 6,666 $492K 0.15% +3,867 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 6,423 $474K 0.02% +162 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 6,338 $468K 0.14% -4,204 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 6,280 $463K <0.01% +1,005 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 6,139 $453K 0.06% +2,212 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 6,062 $447K 0.2% +705 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 6,026 $443K <0.01% +607 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 5,965 $440K <0.01% +564 13F-HR Timeline Group Ferguson Johnson Wealth Management Inc More: the full row for Ferguson Johnson Wealth Management Inc 5,924 $437K 0.35% -15 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,515 $407K 0.03% +3,865 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,475 $404K <0.01% +5,225 13F-HR Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 5,467 $403K 1.26% +12 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,256 $388K <0.01% +13 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5,051 $373K 0.03% +2,589 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,048 $372K 0.02% +890 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,996 $369K <0.01% +106 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,929 $365K <0.01% -1,337 13F-HR Timeline Group Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 4,884 $360K 0.16% -1,825 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 4,840 $360K 0.06% +399 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 4,778 $353K 0.07% +597 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 4,747 $350K 0.2% -138 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 4,622 $340K 0.02% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 4,593 $339K 0.02% +305 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 4,537 $335K 0.06% +38 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 4,291 $316K 0.14% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,219 $311K <0.01% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 4,174 $308K 0.08% +1 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 4,132 $305K 0.09% -2,274 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 4,041 $298K 0.06% 0 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 3,965 $292K 0.13% +112 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 3,796 $280K <0.01% +785 13F-HR Timeline Catawba River Capital More: the full row for Catawba River Capital 3,710 $276K 0.13% +181 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,700 $273K 0.01% +170 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 3,611 $266K 0.02% new 13F-HR Timeline Group Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 3,558 $263K 0.26% 0 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 3,497 $258K 0.14% +1 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 3,421 $252K 0.11% +8 13F-HR/A Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,190 $235K 0.01% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,079 $227K <0.01% new 13F-HR Timeline Group Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 2,972 $219K 0.19% +175 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,949 $218K <0.01% -596 13F-HR Timeline Group ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 2,912 $215K 0.13% +188 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 2,871 $211K 0.05% -126 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,785 $205K <0.01% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,560 $205K 0.07% new 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 2,765 $204K 0.09% -145 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 2,828 $203K 0.08% new 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 2,716 $200K 0.09% new 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 2,792 $200K 0.07% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,699 $199K 0.09% +46 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,632 $194K 0.01% -1,603 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 2,300 $170K 0.15% +33 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,061 $152K <0.01% +63 13F-HR Timeline Group Trust Co More: the full row for Trust Co 1,910 $141K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,770 $131K 0.01% +898 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,267 $93.5K 0.03% +39 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,265 $93.3K 0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,265 $93.3K 0.03% -64 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 1,250 $92.2K 0.07% +1,108 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 1,228 $90.6K 0.05% +63 13F-HR Timeline SJS Investment Consulting Inc. 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