KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 276,426 $10.3M 1.67% +54,141 13F-HR Timeline CSP Financial Group, LLC More: the full row for CSP Financial Group, LLC 265,082 $9.88M 8.42% +32,431 13F-HR Timeline Wheels Up Wealth, Inc. 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More: the full row for Cogent Private Wealth, Inc. 67,091 $2.5M 1.56% -8,155 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 66,068 $2.46M 0.05% +9,615 13F-HR Timeline Group Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 64,369 $2.4M 1.18% -48 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 63,909 $2.38M 0.24% +22,530 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 63,632 $2.37M 0.02% +10,921 13F-HR Timeline Group DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 62,585 $2.33M 1.96% +6,891 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 61,381 $2.29M 0.04% +2,685 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 61,225 $2.28M 0.44% -2,659 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 60,748 $2.26M 0.32% +22,374 13F-HR Timeline Trailhead Planners LLC More: the full row for Trailhead Planners LLC 60,676 $2.26M 2.19% -21 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 59,387 $2.21M 0.04% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 58,611 $2.18M 0.04% +10,945 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 58,374 $2.18M 0.71% -886 13F-HR Timeline INTEGRATED WEALTHCARE, LLC More: the full row for INTEGRATED WEALTHCARE, LLC 57,375 $2.14M 1.6% -527 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 56,575 $2.11M 0.3% 0 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 56,043 $2.09M 1.02% +5,423 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 55,683 $2.07M 0.45% +11,020 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 54,601 $2.03M 1.47% -1,395 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 53,341 $1.99M 0.03% +656 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 51,949 $1.94M 0.01% -119,700 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 51,912 $1.93M 0.65% -6,306 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 50,971 $1.9M 1.35% +495 13F-HR Timeline Strathmore Capital Advisors, Inc. 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LLC. 45,636 $1.7M <0.01% -1,041 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 45,628 $1.7M 0.03% +16,903 13F-HR Timeline Group Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 45,008 $1.68M 0.27% -6,209 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 44,944 $1.67M 0.26% +395 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 43,125 $1.61M 0.02% +9,354 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 43,116 $1.61M <0.01% new 13F-HR Timeline Group USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 42,571 $1.59M 0.45% -1,568 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 42,384 $1.58M 0.5% +1,747 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 42,321 $1.58M 0.88% +4,398 13F-HR Timeline 25 LLC More: the full row for 25 LLC 42,056 $1.57M 0.43% +629 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 41,475 $1.55M 0.2% +247 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 40,881 $1.52M 0.55% +2,447 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 39,995 $1.49M <0.01% +13,403 13F-HR Timeline Group SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 39,933 $1.49M 0.72% +1,031 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 39,245 $1.46M 1.47% +6,924 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 39,014 $1.45M 0.03% -456 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 38,995 $1.45M 0.01% -1,467 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 38,152 $1.42M <0.01% -744 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 37,712 $1.41M 0.17% -348 13F-HR Timeline Platform Wealth Management, LLC More: the full row for Platform Wealth Management, LLC 37,362 $1.39M 0.51% 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 35,734 $1.33M 0.01% +29,908 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 34,989 $1.3M 0.57% +1,820 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 34,866 $1.3M 0.44% +1,860 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 34,069 $1.27M 0.05% +1,986 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 33,948 $1.26M 0.14% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 33,092 $1.23M 0.1% +1,521 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 32,905 $1.23M 0.16% new 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 32,307 $1.2M 0.52% +38 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 31,763 $1.18M <0.01% +14,403 13F-HR Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 31,667 $1.18M 0.06% +10,917 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 31,392 $1.17M 0.02% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 31,141 $1.16M <0.01% +7,141 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 30,673 $1.14M 0.01% +2,747 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 30,393 $1.13M 0.19% -4,922 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 29,835 $1.11M 0.03% new 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 29,329 $1.09M 0.55% +1,485 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 28,885 $1.08M 0.34% +964 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 28,601 $1.07M 0.36% +1,725 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 28,167 $1.05M 0.1% +21,385 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 27,998 $1.04M 0.99% -2,234 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 27,160 $1.01M 0.02% -6,480 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 27,159 $1.01M 0.1% +1,055 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 26,846 $1M <0.01% +2,030 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 25,714 $958K 0.01% +110 13F-HR Timeline Group