Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 210,099 $12.8M 0.48% -73,743 13F-HR Timeline Group Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 210,090 $12.8M 2.09% +26,374 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 207,046 $12.6M 0.01% 0 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 202,830 $12.3M 0.37% +3,357 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 201,736 $12.3M 2.85% +4,730 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 200,277 $12.2M 3.28% +34,983 13F-HR/A Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 199,269 $12.1M 0.34% +20,044 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 199,131 $12.1M 1.44% +44,886 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 197,237 $12M 3.6% -3,957 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 196,943 $12M 0.54% +11,456 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 191,117 $11.6M 5.82% +24,083 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 190,549 $11.6M 3.72% +27,089 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 185,633 $11.5M 3.35% +30,578 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 189,089 $11.5M 0.06% new 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 188,961 $11.5M 9.61% 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 186,260 $11.3M 1.93% -34,628 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 185,396 $11.3M 9.62% 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 185,204 $11.3M 0.39% +2,604 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 183,577 $11.2M 7.97% +13,055 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 182,871 $11.1M 10.83% +11,411 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 179,794 $10.9M 1.26% +6,945 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 178,409 $10.8M 5.25% +6,251 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 178,375 $10.8M 5.51% -677 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 178,257 $10.8M 0.02% +12,989 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 175,170 $10.7M 0.37% +78,300 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 174,909 $10.6M 6.24% 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 172,177 $10.5M 2.25% +144,421 13F-HR Timeline CORE WEALTH ADVISORS, LLC More: the full row for CORE WEALTH ADVISORS, LLC 170,761 $10.4M 8.18% 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 169,632 $10.3M 0.36% +22,004 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 169,110 $10.3M 1.15% +33,523 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 168,816 $10.3M 5.15% -4,355 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. 168,549 $10.2M 0.2% +852 13F-HR Timeline Group ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 167,773 $10.2M 4.34% +1,402 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 165,354 $10.1M 0.2% +15,900 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 164,620 $10M 4.21% +9,618 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 163,887 $9.97M 8.15% 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 163,032 $9.91M 1.33% +24,966 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 162,852 $9.9M 0.22% +7,151 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 161,264 $9.81M 4.75% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 160,943 $9.79M 0.43% +7,300 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 159,065 $9.67M 1.12% +138,272 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 157,617 $9.58M 2.36% +3,879 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 156,797 $9.53M 5.43% +3,085 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 155,852 $9.48M 3.82% 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 154,567 $9.4M 6.79% 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 154,544 $9.4M 6.09% 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 153,754 $9.35M 0.44% +147,992 13F-HR/A Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 153,118 $9.31M 4.79% +912 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 152,586 $9.28M 3.87% +11,774 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 152,553 $9.28M 2.04% +8,577 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 150,577 $9.16M 1.65% -1,318 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 150,240 $9.14M 2.23% +146,096 13F-HR Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 149,125 $9.13M 7.95% 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 147,200 $8.95M 0.68% +32,392 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 146,211 $8.89M 0.33% -17,364 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 145,895 $8.87M 5.08% +19,481 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 143,177 $8.71M 2.32% +21,730 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 142,803 $8.68M 5.95% +2,973 13F-HR Timeline Bedminster, LLC More: the full row for Bedminster, LLC 142,711 $8.68M 7.97% 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 142,398 $8.66M 0.01% +138,203 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 141,040 $8.58M 3.21% -1,682 13F-HR Timeline Contango Wealth Management LLC More: the full row for Contango Wealth Management LLC 140,556 $8.55M 9.55% 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 140,257 $8.53M 0.12% +6,530 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 140,025 $8.51M 5.26% +148 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 139,427 $8.48M 2.66% +13,740 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 138,903 $8.45M 3.66% +5,894 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 137,546 $8.36M 1.03% +17,815 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 135,178 $8.28M 3.35% -560 13F-HR Timeline Finhabits Advisors LLC More: the full row for Finhabits Advisors LLC 135,245 $8.22M 7.72% 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 135,072 $8.21M 4.2% -29,050 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 134,000 $8.15M 1.72% +8,065 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 131,714 $8.01M 2.52% +78,822 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 131,366 $7.99M 1.41% +27,054 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 131,679 $7.99M 1.52% +93 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 131,072 $7.97M 0.48% +16,009 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 130,191 $7.92M 1.53% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 129,753 $7.89M 0.54% +19,835 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 126,589 $7.7M 0.01% -8,811 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 123,872 $7.53M 0.01% +10,072 13F-HR Timeline Group A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 122,602 $7.46M 6.45% +50,178 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 117,441 $7.14M 0.35% +8,474 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 117,415 $7.14M 0.83% -24,154 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 116,291 $7.07M 2.82% +4,113 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 116,227 $7.07M 3.21% +1,179 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 115,171 $7M 5.68% -1,076 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 114,693 $6.97M 2.51% +7,374 13F-HR/A Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 114,219 $6.95M 2.45% +6,541 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 112,315 $6.83M 0.76% +16,068 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 111,440 $6.78M 1.67% +42,829 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 111,308 $6.77M 0.45% +5,522 13F-HR/A Timeline Payne Capital LLC More: the full row for Payne Capital LLC 108,238 $6.58M 6.7% +4,179 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 107,437 $6.53M 1.38% +6,141 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 106,128 $6.5M 2.19% +2,159 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 106,797 $6.49M 1.58% +20,536 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 106,705 $6.49M 1.94% +923 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 106,616 $6.48M 0.11% -9,195 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 105,822 $6.44M 6.43% 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 103,067 $6.35M 2.81% +22,283 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 102,771 $6.25M 5.2% +4,973 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 102,723 $6.25M 3.95% +2,536 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 101,812 $6.19M 0.16% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 100,797 $6.13M 1.92% +5,568 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 99,585 $6.06M 0.01% +84,105 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 99,464 $6.05M 0.07% +21,573 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 99,258 $6.04M 0.68% +24,029 13F-HR/A Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 98,586 $6M 0.32% -361 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 98,386 $5.98M 0.45% +4,408 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 98,226 $5.97M 0.13% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 98,131 $5.97M 0.22% -7,812 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 97,744 $5.94M 1.33% +45,097 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 96,169 $5.94M 0.93% +8,025 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 97,544 $5.93M 1.26% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 96,714 $5.88M 0.27% -990 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 96,464 $5.87M 0.28% -13,082 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 95,543 $5.81M 3.6% +3,248 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 94,334 $5.74M 1.87% 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 94,075 $5.72M 2.06% +345 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 92,086 $5.6M 0.11% +43,719 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 89,355 $5.43M 0.34% +5,319 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 88,924 $5.41M 0.52% new 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 86,502 $5.36M 1.12% +75,227 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 87,445 $5.32M 2.85% -1,246 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 86,670 $5.27M 2.27% +6,385 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 85,629 $5.21M 2.64% -3,144 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 83,290 $5.07M 1.64% +141 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 83,125 $5.05M 0.17% +14,176 13F-HR Timeline Group Hoese & Co LLP More: the full row for Hoese & Co LLP 83,030 $5.05M 3.6% +60,737 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 83,023 $5.05M 2.72% new 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 80,308 $4.88M 4.25% 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 80,215 $4.88M 0.27% new 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 79,921 $4.86M 1.79% +2,457 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 79,161 $4.81M +19,176 Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 77,905 $4.74M 4.06% 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 77,541 $4.72M 0.01% +72,016 13F-HR Timeline Group Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 77,373 $4.71M 2.87% +46,241 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 77,176 $4.69M 0.21% -2,641 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 77,151 $4.69M 0.88% +4,127 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 78,122 $4.66M 0.11% +17,391 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 75,879 $4.61M 0.22% new 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 75,416 $4.59M 1.87% +2,857 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 73,713 $4.48M 0.21% +1,523 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 72,931 $4.43M 3.55% +5,944 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 72,897 $4.43M 2.91% +10,358 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 72,798 $4.43M 0.06% -112,106 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 72,096 $4.38M 0.63% +15,494 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 71,389 $4.34M 0.05% +3,014 13F-HR Timeline Group BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 71,279 $4.33M 2.43% +909 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 71,084 $4.32M <0.01% -192 13F-HR Timeline Group Mosley Wealth Management More: the full row for Mosley Wealth Management 72,349 $4.31M 1.97% 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 70,674 $4.3M 0.06% +2,279 13F-HR Timeline Group BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 68,502 $4.24M 2.07% +5,325 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 69,374 $4.22M 0.11% +5,159 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 69,083 $4.2M 1.35% +6,306 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 67,866 $4.16M 2.74% +2,491 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 67,934 $4.13M 1.5% +27,859 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 67,474 $4.1M 0.13% +11,486 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 66,896 $4.07M 0.61% +6,133 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 66,805 $4.06M 0.03% 13F-HR/A Timeline Group Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 66,780 $4.06M 0.85% new 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 66,748 $4.06M 1.62% +4,771 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 66,634 $4.05M 1.55% +1,122 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 66,496 $4.04M 0.64% +12,954 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 66,475 $4.04M 0.7% +10,356 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 66,216 $4.03M 0.19% -1,642 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 65,443 $4M 0.11% +21,122 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 65,298 $3.97M 0.1% +45,358 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 64,600 $3.93M 0.01% +18,000 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 64,200 $3.9M 0.72% +32,448 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 64,027 $3.89M 1.29% +16,702 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 63,472 $3.89M 0.15% +17,598 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 63,330 $3.85M 3.52% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 62,336 $3.79M 0.8% +1,967 13F-HR Timeline XY Planning Network, Inc. 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Arbour, LLC 58,534 $3.56M 3.55% 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 57,654 $3.51M 3.36% 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 57,439 $3.49M 1.25% +6,987 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 56,678 $3.45M 1.66% +8,341 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 56,416 $3.43M 1.91% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 56,172 $3.42M 0.16% +12,415 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 55,116 $3.35M 1.93% +4,818 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 53,986 $3.32M <0.01% +26,119 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 54,450 $3.31M 0.61% -1,028 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 54,331 $3.3M <0.01% +563 13F-HR/A Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 54,120 $3.29M 0.27% +410 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 53,968 $3.28M 0.18% -293 13F-HR Timeline MATHER GROUP, LLC. 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