Harbor Group, Inc. More: the full row for Harbor Group, Inc. 115,846 $3.64M 0.58% -5,406 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 115,651 $3.63M 1.02% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 115,504 $3.62M <0.01% +6,976 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 114,987 $3.61M 0.94% +4,770 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 113,308 $3.56M 1.89% -1,815 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 112,762 $3.54M 0.05% new 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 111,424 $3.5M 0.78% -1,273 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 110,665 $3.47M 0.61% -1,355 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 110,379 $3.46M 0.57% +1,960 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 110,486 $3.44M <0.01% +31,425 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 107,691 $3.38M 0.74% +349 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 105,978 $3.33M 0.27% -181 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 103,866 $3.26M <0.01% -2,814,030 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 102,962 $3.23M 0.01% +9,539 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 102,942 $3.23M 0.18% -682 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 101,935 $3.2M 1.09% +66,379 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 101,922 $3.2M 0.33% -541 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 99,673 $3.13M 0.85% -1,068 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 98,696 $3.1M 0.01% +13,846 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 96,382 $3.02M 0.07% -1,340 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 94,832 $2.98M +4,985 Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 92,297 $2.9M -15,556 Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 91,508 $2.87M 0.17% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 90,231 $2.83M 1.88% -531 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 89,849 $2.82M 0.15% +2,958 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 89,722 $2.82M 1.23% -45 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 89,205 $2.8M 1.35% +1,124 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 86,176 $2.7M 0.45% -3,648 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 85,881 $2.69M 0.67% -6,361 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 83,627 $2.62M 0.85% -839 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 81,894 $2.57M 0.01% +3,733 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 80,694 $2.53M 1.67% +51 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 79,852 $2.49M 0.33% -993 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 78,963 $2.48M 0.54% +14,880 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 77,933 $2.45M <0.01% -1,953 13F-HR Timeline Group HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 77,883 $2.44M 1.34% -650 13F-HR Timeline Physician Wealth Advisors, Inc. 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More: the full row for McGrath & Associates, Inc. 76,991 $2.42M 3.59% +13,810 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 71,210 $2.23M 0.55% +926 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 71,075 $2.23M 0.28% +29,392 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 69,373 $2.18M 0.01% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 68,678 $2.16M 0.01% 0 13F-HR/A Timeline Group POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 68,583 $2.15M 1.82% -1,553 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 67,284 $2.11M 0.9% +1,150 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. 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More: the full row for LAM GROUP, INC. 64,606 $2.03M 1.26% -1,923 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 64,383 $2.02M 0.46% new 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 64,236 $2.02M 0.48% +11 13F-HR/A Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 63,758 $2M 0.53% +377 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 63,709 $2M 0.97% -1,727 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 62,599 $1.96M 0.02% -3,044 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 62,334 $1.96M 1.32% -1,897 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 61,556 $1.93M 0.12% +340 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 60,775 $1.91M 0.01% +2 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 60,586 $1.9M 0.02% +103 13F-HR Timeline Liberty Capital Management, Inc. 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More: the full row for Savvy Advisors, Inc. 56,078 $1.76M 0.08% +8,767 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 55,583 $1.74M <0.01% -1,985,355 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 54,124 $1.7M 0.1% -472 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 53,557 $1.68M 0.66% -2,018 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 52,237 $1.64M 0.27% +485 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 51,629 $1.62M 1.06% +481 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 50,846 $1.6M 0.03% -135 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 50,534 $1.59M 0.23% +8,379 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 49,133 $1.54M 0.41% +1,168 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 49,051 $1.54M 0.57% +4,432 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 49,045 $1.54M 1.12% +368 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 48,888 $1.53M 0.77% 0 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 48,578 $1.52M 0.31% +13 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 48,542 $1.52M <0.01% +4,434 13F-HR Timeline Group Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 47,614 $1.49M 0.27% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 47,089 $1.48M 0.24% -38 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 47,085 $1.48M 0.19% +162 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 46,763 $1.47M 1.07% +2 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 45,851 $1.44M 0.01% +1,275 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 45,160 $1.42M 0.77% +68 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 44,589 $1.4M 0.22% -7,839 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 44,168 $1.4M 0.05% -964 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 44,290 $1.39M 0.04% -18,153 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 44,087 $1.38M 0.18% +1,999 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 43,971 $1.38M 0.23% +6,801 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 43,943 $1.38M <0.01% +4,863 13F-HR Timeline Group VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 43,719 $1.37M 0.87% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 42,592 $1.34M 0.25% +3,217 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 42,467 $1.33M 0.58% -9,817 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 42,331 $1.33M 0.78% 0 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 42,262 $1.33M 0.91% -597 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 41,998 $1.32M 0.03% +29,077 13F-HR/A Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 41,634 $1.31M 0.47% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 39,447 $1.24M 0.08% +959 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 49,337 $1.23M 0.68% -26 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 38,829 $1.22M 0.07% new 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 38,763 $1.22M 0.56% -1,360 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 38,726 $1.22M 0.24% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 38,077 $1.19M 0.02% 0 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 37,627 $1.18M 0.37% +3,824 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 37,587 $1.18M 0.04% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 37,492 $1.18M 0.19% -1,641 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 37,473 $1.18M 0.18% -510 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 37,069 $1.16M 0.05% +80 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 36,797 $1.15M 0.03% +2,190 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 36,666 $1.15M 0.09% new 13F-HR/A Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 36,556 $1.15M 0.22% +554 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 36,105 $1.14M 0.29% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 35,901 $1.13M 0.44% +295 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 35,833 $1.12M <0.01% -1,149 13F-HR Timeline Group Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 35,705 $1.12M 0.55% 0 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 35,704 $1.12M 0.98% -466 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 35,693 $1.12M 0.13% 0 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 35,212 $1.1M 0.81% -2,780 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 34,904 $1.1M 0.25% -1,484 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 34,612 $1.09M 0.01% +1,508 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 33,685 $1.06M <0.01% +935 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 33,627 $1.06M 0.41% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 33,627 $1.06M 0.41% -593 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 33,651 $1.05M 0.19% -412 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 33,579 $1.05M <0.01% +22,192 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 33,315 $1.05M 0.26% +2,253 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 33,012 $1.04M 0.66% new 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 33,069 $1.04M 0.22% +928 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 32,146 $1.01M 0.41% -2,929 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 31,941 $1M 0.25% -26,086 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 31,789 $998K 0.09% -149 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 31,776 $997K 0.23% +1,245 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 31,158 $978K 0.02% -1 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 31,073 $975K 0.69% +141 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 30,950 $971K 0.36% +7 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 30,854 $968K 0.01% +304 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 30,230 $949K 0.24% +103 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 30,200 $948K 0.37% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 29,950 $940K <0.01% 0 13F-HR Timeline Group Francis Financial, Inc. More: the full row for Francis Financial, Inc. 29,119 $914K 0.16% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 28,200 $898K 0.07% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 28,551 $896K <0.01% +3,323 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 28,269 $887K 0.02% -60 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 27,697 $869K <0.01% +8,407 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 27,595 $866K 0.02% +5,647 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 27,442 $861K 0.04% +3,346 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 27,319 $857K 0.26% -1,446 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 27,090 $850K 0.19% +1,536 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 26,421 $829K 0.01% 0 13F-HR Timeline Group Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 25,873 $828K 0.41% +1,585 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 26,178 $821K 0.15% 0 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 25,839 $811K 0.26% +361 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 25,469 $799K 0.5% 0 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 25,090 $787K 0.03% 0 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 25,082 $787K <0.01% +6,052 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 25,000 $784K 0.01% 0 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 24,729 $776K 0.13% -2,442 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 24,439 $767K 0.46% -1,168 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 24,158 $761K 0.16% 0 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 24,242 $761K 0.27% +3 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 24,167 $758K 0.09% -400 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 24,111 $757K 0.09% +10 13F-HR Timeline Freedom Investment Management, Inc. 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