World Investment Advisors More: the full row for World Investment Advisors 230,792 $13.4M 0.22% -44,679 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 230,179 $13.4M 3.47% -41,169 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 229,364 $13.3M 1.49% -41,554 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 224,683 $13.1M 1.48% -69,989 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 224,640 $13.1M -7,130 Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 224,069 $13M 0.51% +13,970 13F-HR Timeline Group Joseph Group Capital Management More: the full row for Joseph Group Capital Management 221,641 $12.9M 3.22% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 220,877 $12.9M 4.2% -15,213 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 219,906 $12.8M 7.27% +74,011 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 217,879 $12.7M 3.18% -14,876 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 217,518 $12.7M 0.21% +125,432 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 216,534 $12.6M 4.26% -10,976 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 193,256 $12.4M 2.57% +106,754 13F-HR Timeline Foundry Financial Group, Inc. 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More: the full row for KM Capital Management Ltd. 120,715 $8.02M 5.4% -14,357 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 137,451 $8M 1.87% +30,654 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 135,871 $7.9M 0.99% +4,192 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 135,609 $7.89M 2.89% -5,431 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 135,516 $7.88M 0.13% +28,900 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 135,406 $7.88M 4.53% -21,391 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 134,052 $7.8M 1.58% +3,861 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 131,958 $7.68M 3.8% -21,160 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 131,545 $7.65M <0.01% +89,856 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 131,312 $7.64M 0.37% +13,871 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 130,278 $7.58M 1.84% +18,838 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 128,378 $7.47M 6.96% 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 128,235 $7.46M 1.54% -5,765 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 115,299 $7.44M 0.99% +19,130 13F-HR Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 127,116 $7.4M 6.94% -22,009 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 127,024 $7.39M 0.42% -4,048 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 125,222 $7.29M 2.22% -6,492 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 124,182 $7.22M 2.74% +9,489 13F-HR/A Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 123,548 $7.19M 0.01% -117,599 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 123,021 $7.16M 2.92% -12,157 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 122,809 $7.15M 5.94% +207 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 121,321 $7.06M <0.01% -2,551 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 120,858 $7.03M 1.35% new 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 109,802 $7.03M 2.96% +6,735 13F-HR Timeline Bedminster, LLC More: the full row for Bedminster, LLC 120,736 $7.02M 6.54% -21,975 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 120,101 $6.99M 0.53% +109,025 13F-HR Timeline Group FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 117,767 $6.85M 3.01% +1,540 13F-HR Timeline Braun-Bostich & Associates Inc. 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More: the full row for Skyline Advisors, Inc. 103,920 $6.05M 2.11% +85,677 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 103,212 $6M 0.25% +4,986 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 102,384 $5.96M 3.52% +53,494 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 101,128 $5.88M 0.22% +60,143 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 100,993 $5.88M 3.42% +5,450 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 98,446 $5.73M 0.3% +21,270 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 98,201 $5.71M 0.42% -185 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 97,985 $5.7M 1.45% 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 97,908 $5.7M 1.81% +3,574 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 97,023 $5.64M 1.69% -9,682 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 96,606 $5.62M 2.21% +2,531 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 96,587 $5.62M 1.39% +33,257 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 96,450 $5.61M 0.25% -264 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 95,625 $5.56M 1.19% +33,289 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 94,975 $5.53M 1.48% 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 94,504 $5.5M 3.9% +93,890 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 93,672 $5.45M 1.6% new 13F-HR Timeline IMA Advisory Services, Inc. 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More: the full row for Portfolio Resources Advisor Group, Inc. 89,178 $5.19M 5.15% -16,644 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 89,178 $5.19M 0.64% -10,080 13F-HR/A Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 88,800 $5.17M 2.59% +5,510 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 88,420 $5.14M 0.09% new 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 88,140 $5.13M 1.8% -17,988 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 86,045 $5.01M 0.66% +13,949 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 86,030 $5.01M <0.01% +39,331 13F-HR Timeline Group Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 81,575 $4.99M 3.5% +3,670 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 85,332 $4.96M 0.17% +2,207 13F-HR Timeline Group Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 85,092 $4.95M 2.51% -2,353 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 84,954 $4.94M 0.14% +19,511 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 83,524 $4.86M 2.88% +6,151 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 83,509 $4.86M 0.77% +19,309 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 83,388 $4.85M 4.03% -19,383 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 81,916 $4.77M 2.51% -3,713 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 80,521 $4.68M 0.05% +9,132 13F-HR Timeline Group ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 79,655 $4.63M 1.54% +11,721 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 69,944 $4.56M 2.67% +52,450 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 78,353 $4.56M 0.14% -19,778 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 77,457 $4.55M 0.73% +16,235 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 78,095 $4.54M 1.67% -1,826 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 78,019 $4.54M <0.01% +6,935 13F-HR Timeline Group ERn Financial, LLC More: the full row for ERn Financial, LLC 76,870 $4.47M 0.84% -281 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 76,519 $4.45M 0.15% -1,603 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 74,975 $4.36M 3.65% -5,333 13F-HR/A Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 74,461 $4.33M 0.14% +6,987 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 74,414 $4.33M 0.11% +5,040 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 72,903 $4.32M 1.95% +554 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. 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