Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 221,602 $7.64M -4,400 Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 210,126 $7.24M 6.73% -1,925 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 207,257 $7.14M 5.83% +76,642 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 197,981 $6.82M 1.38% +13,516 13F-HR Timeline Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 193,739 $6.73M 5.9% 13F-HR Timeline Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 194,120 $6.69M 5.9% 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 192,625 $6.64M 4.55% -1,329 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 189,189 $6.52M 1.71% +91,372 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 187,676 $6.47M 0.13% +73,401 13F-HR Timeline Group Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 178,807 $6.16M 1.9% -9,352 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 172,033 $5.93M 1.42% +7,420 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 167,284 $5.76M <0.01% +105,597 13F-HR/A Timeline Group Estate Counselors, LLC More: the full row for Estate Counselors, LLC 166,455 $5.74M 0.48% +3,790 13F-HR Timeline HEFFERNAN ADVISORY, INC More: the full row for HEFFERNAN ADVISORY, INC 165,260 $5.69M 5.45% 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 164,271 $5.66M 0.56% +2,183 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 149,889 $5.65M 2.34% -5,642 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 164,000 $5.65M 2.85% 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 159,508 $5.5M 0.54% +4,790 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 158,354 $5.46M 0.2% +10,799 13F-HR Timeline TANDEMGROWTH FINANCIAL ADVISORS LLC More: the full row for TANDEMGROWTH FINANCIAL ADVISORS LLC 158,269 $5.45M 4.76% 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 157,705 $5.43M 2.23% -6,018 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 156,307 $5.39M 1.15% -3,315 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 155,074 $5.34M 0.51% +89,229 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 152,962 $5.29M 2.16% +150 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 148,209 $5.11M 0.01% -4,588 13F-HR Timeline Group Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 147,368 $5.08M 2.8% +3,866 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 146,673 $5.05M 0.01% -8,706 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 143,224 $4.93M 0.01% new 13F-HR Timeline Group Strategent Financial, LLC More: the full row for Strategent Financial, LLC 143,017 $4.93M 3.12% +22,532 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 142,480 $4.91M 0.33% +123,410 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 140,917 $4.86M 0.57% +732 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 139,910 $4.82M 3.75% 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 128,849 $4.71M 0.89% +419 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 136,127 $4.69M 2.38% +7,288 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 135,679 $4.68M <0.01% +48,159 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 135,017 $4.65M 0.53% -1,047 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 134,052 $4.64M 0.18% +512 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 132,200 $4.56M 0.51% -6,428 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 130,297 $4.49M 0.63% +10,847 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 130,000 $4.48M 0.2% 0 13F-HR/A Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 126,589 $4.36M 0.68% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 120,278 $4.14M 0.62% +4,195 13F-HR Timeline Grunden Financial Advisory, Inc. More: the full row for Grunden Financial Advisory, Inc. 119,769 $4.13M 1.61% +7,048 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 117,769 $4.06M 2.29% +586 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 117,269 $4.04M 0.02% +25,748 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 116,710 $4.02M 1.18% +7,548 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 116,340 $4.01M 3.2% +12,962 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 116,321 $4.01M 0.63% +12,752 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 115,632 $3.98M 2.49% +12,180 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 113,455 $3.91M 0.22% +45,404 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 113,436 $3.91M 1.42% -6,140 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 111,106 $3.83M 3.3% 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 108,912 $3.75M 1.2% +29,961 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 108,130 $3.73M 0.13% -5,484 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 107,598 $3.71M 2.66% -512 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 104,811 $3.61M 0.07% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 102,585 $3.54M 0.06% +73,324 13F-HR/A Timeline BluePrint Investing LLC More: the full row for BluePrint Investing LLC 100,816 $3.47M 3.11% 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 99,489 $3.43M 1.99% -994 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 95,496 $3.36M <0.01% -833 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 97,077 $3.35M 3.12% 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 96,312 $3.32M 2.27% +75,894 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 95,596 $3.29M 3.28% 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 93,754 $3.29M 1.47% +19,031 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 93,597 $3.23M 0.85% +8,791 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 86,102 $3.2M 1.44% -2,360 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 91,096 $3.14M 0.24% +2,702 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 90,093 $3.1M 0.57% new 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 87,416 $3.01M 1.2% +615 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 86,120 $2.97M 1.52% 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 85,719 $2.95M 0.11% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 85,626 $2.95M 0.22% +79 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 85,284 $2.94M 0.89% +39 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 84,302 $2.91M <0.01% -76,100 13F-HR/A Timeline Group NWAM LLC More: the full row for NWAM LLC 80,926 $2.88M 0.16% -435 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 83,507 $2.88M 2.36% 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 82,002 $2.83M 1.6% -149 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 80,698 $2.78M 0.73% 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 79,945 $2.75M 0.38% +22 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 79,841 $2.75M <0.01% +21,827 13F-HR Timeline Group FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 79,235 $2.73M 1.02% -4,093 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 78,481 $2.7M 0.16% +1,859 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 75,465 $2.6M 0.02% -5,369 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 73,217 $2.52M 0.13% -24 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 72,838 $2.51M 0.09% +13,037 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 72,329 $2.49M <0.01% +14,546 13F-HR Timeline Group Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 71,427 $2.46M 1.87% 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 71,302 $2.46M 0.69% 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 68,830 $2.44M 0.31% +4,567 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 70,433 $2.43M 1.61% +336 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 69,854 $2.41M <0.01% +32,805 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 69,713 $2.4M 0.03% +16,933 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 67,807 $2.34M 0.26% +4,551 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 65,955 $2.27M 0.13% -2,605 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 64,558 $2.22M 1.29% 0 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 64,446 $2.22M 0.46% -3,627 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 58,049 $2.2M 1.34% -2,576 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 62,311 $2.15M 0.1% +210 13F-HR Timeline Trailhead Planners LLC More: the full row for Trailhead Planners LLC 59,637 $2.06M 2.02% 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 59,460 $2.05M 0.77% +144 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 59,387 $2.05M 0.04% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 58,973 $2.03M 0.04% +750 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 58,218 $2.01M 0.77% -107 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 58,017 $2M 0.01% -1,452 13F-HR Timeline INTEGRATED WEALTHCARE, LLC More: the full row for INTEGRATED WEALTHCARE, LLC 57,788 $1.99M 1.67% 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 56,324 $1.94M 0.05% -6,707 13F-HR Timeline Group Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 54,788 $1.89M 0.33% +1,705 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 52,933 $1.82M 1.15% -82 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 51,629 $1.78M 0.28% +26,612 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 49,150 $1.69M 0.64% +4,930 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 48,944 $1.69M 1.42% 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 48,451 $1.67M 0.02% -2,561 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 48,382 $1.67M 0.88% +23,718 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 48,102 $1.66M 0.14% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 47,829 $1.65M 1.57% 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 46,677 $1.61M <0.01% 0 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 44,448 $1.53M 0.5% -2,455 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 44,327 $1.53M 0.03% +1,293 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 42,984 $1.48M 0.12% +19,163 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 42,229 $1.46M 2.07% +1,152 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 42,131 $1.45M 1.21% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 41,300 $1.42M 0.01% new 13F-HR Timeline Group Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 41,148 $1.42M 0.36% +9,076 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 41,086 $1.42M 0.24% +2,616 13F-HR Timeline 25 LLC More: the full row for 25 LLC 40,913 $1.41M 0.45% +290 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 40,414 $1.39M 0.38% +33 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 40,375 $1.39M 0.51% +1,076 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 40,096 $1.38M 0.67% 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 39,716 $1.37M 0.03% +719 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 39,310 $1.35M <0.01% +16,185 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 38,902 $1.34M 0.74% 0 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 38,758 $1.34M 0.06% new 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 38,256 $1.32M 0.81% +286 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 38,256 $1.32M 0.47% +1,229 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 37,593 $1.3M 0.01% +3,100 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 37,576 $1.29M <0.01% +30,927 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 35,865 $1.24M 1.87% +1,126 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 35,315 $1.22M 0.4% +11,202 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 35,071 $1.21M 0.5% +1,360 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 34,627 $1.19M 0.02% -5,737 13F-HR Timeline Group Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 33,948 $1.17M 0.15% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 33,837 $1.17M 0.01% +5,000 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 33,634 $1.16M 0.01% -837 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 32,392 $1.16M 0.59% new 13F-HR Timeline Platform Wealth Management, LLC More: the full row for Platform Wealth Management, LLC 33,209 $1.14M 0.3% 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 33,161 $1.14M 0.81% -1,916 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 32,802 $1.13M 0.03% -6,990 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 32,197 $1.11M 0.55% -666 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 32,043 $1.1M 0.01% -407 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 31,770 $1.09M 0.02% -1,789 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 31,392 $1.08M 0.02% +4,415 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 31,221 $1.08M 0.05% +458 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 30,860 $1.06M 0.45% -1,082 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 30,836 $1.06M 0.72% +215 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 30,241 $1.04M 0.02% +4,575 13F-HR Timeline Group COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 27,206 $985K 1.07% 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 27,816 $959K 0.37% -1,432 13F-HR Timeline Group Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 27,125 $935K 0.3% -1,244 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 26,620 $917K 0.34% +2,556 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 26,251 $905K 0.09% +95 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 26,153 $901K 0.55% +1,392 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 25,559 $881K 0.49% -3,906 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 25,367 $874K 0.19% +99 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 24,000 $827K <0.01% 0 13F-HR Timeline Group Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 23,770 $819K 0.24% -2,682 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 23,262 $802K 0.02% +4,718 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 23,072 $795K 0.01% new 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 23,038 $794K 0.09% +1,231 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 22,962 $791K 0.2% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 22,868 $788K 0.06% -58 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 22,809 $786K 0.17% 0 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 22,652 $781K 0.69% 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 21,445 $739K 0.37% 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 21,261 $733K <0.01% +14,332 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 21,172 $730K 0.34% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 21,002 $724K <0.01% -22,965 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 20,750 $715K 0.04% 0 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 20,280 $699K 0.36% +1,610 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 20,205 $696K 0.16% -515 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 19,974 $688K 0.01% +391 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 19,969 $688K 0.09% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 19,849 $684K 0.04% -646 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 19,640 $677K 0.43% -208 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 19,372 $668K 0.29% +19,372 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 18,854 $650K 0.1% +96 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 18,509 $638K 0.46% +1,429 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 17,942 $619K 0.01% +2,642 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 17,607 $607K 0.06% -24 13F-HR Timeline Confluence Wealth Services, Inc. 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