Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 293,356 $13.3M 6.21% +7,778 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 297,650 $13.3M 1.88% -74,714 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 291,060 $13.2M 0.15% +46,186 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 290,314 $13.2M 2.85% +16,067 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 290,125 $13.2M 0.13% +28,278 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 289,217 $13.2M 7.21% +24,302 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 280,428 $12.8M 0.4% -75,200 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 279,667 $12.7M 0.05% -1,031,355 13F-HR Timeline Argo Wealth Advisory, LLC More: the full row for Argo Wealth Advisory, LLC 273,702 $12.5M 6.87% +3,883 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 273,598 $12.4M 0.01% +11,159 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 273,252 $12.4M 0.17% +26,999 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 271,750 $12.4M 3.37% +38,462 13F-HR Timeline HICKS CAPITAL MANAGEMENT LLC More: the full row for HICKS CAPITAL MANAGEMENT LLC 265,775 $12.1M 9.91% +13,790 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 265,008 $12.1M 0.26% +134,493 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 264,807 $12M 0.07% +22,419 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 264,410 $12M 0.12% +16,982 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 262,060 $11.9M +26,958 Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 260,923 $11.9M 4.6% +9,379 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 260,686 $11.8M 10.91% +9,602 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 258,653 $11.8M 11.6% +42,281 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 255,355 $11.6M 2.05% +19,533 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 254,449 $11.6M 0.58% -11,673 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 254,878 $11.5M 5.39% +31,381 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 252,970 $11.5M 5.96% +11,574 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 249,460 $11.3M 3.25% -1,719 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 248,913 $11.3M 2.87% +13,759 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 251,769 $11.3M 3.93% -43,595 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 244,333 $11.1M 2.12% new 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 244,333 $11.1M 2.12% 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 241,165 $11M 0.04% +228,633 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 241,080 $11M 0.13% +61,214 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 237,965 $10.8M 0.01% -327,237 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 231,630 $10.5M 0.03% +13,529 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 223,961 $10.2M 4.95% +28,211 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 218,366 $9.93M 0.19% +6,345 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 217,999 $9.92M 1.28% +46,836 13F-HR Timeline Schuylkill Financial LLC More: the full row for Schuylkill Financial LLC 215,562 $9.81M 9.06% 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 215,365 $9.8M 0.88% +7,809 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 211,537 $9.62M 4.43% +14,650 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 211,396 $9.62M 1.49% +16,959 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 209,527 $9.57M 1.46% +54,101 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 207,623 $9.34M 2.81% +17,255 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 203,946 $9.27M 2.88% +10,184 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 202,552 $9.21M 6.16% -33,375 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 200,540 $9.12M 2.86% -34,906 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 199,888 $9.09M 0.43% +12,531 13F-HR Timeline Clarity Retirement & Wealth, LLC More: the full row for Clarity Retirement & Wealth, LLC 198,767 $9.04M 6.25% +10,175 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 195,769 $8.91M 1.2% -57,170 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 194,598 $8.85M 0.14% -15,601 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 194,201 $8.83M 0.42% -283,844 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 192,741 $8.77M 0.17% -57,205 13F-HR Timeline INTEGRATED WEALTHCARE, LLC More: the full row for INTEGRATED WEALTHCARE, LLC 191,937 $8.73M 6.52% -2,193 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 188,102 $8.7M 0.04% +24,564 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 190,685 $8.67M 0.31% +847 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 190,116 $8.65M 0.35% +8,818 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 189,083 $8.6M 0.01% +108,810 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 188,259 $8.56M 3.11% +10,560 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 186,351 $8.51M 0.46% +25,330 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 183,181 $8.33M 1.99% +10,042 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 182,832 $8.32M 1.55% +4,935 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 182,375 $8.3M 3.65% +112,957 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 179,805 $8.18M 0.69% +16,806 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 176,386 $8.02M 0.32% +43,264 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 176,177 $8.01M 4.57% +10,684 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 175,149 $8M 1.67% +47,024 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 175,486 $7.98M 0.2% +4,834 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 174,975 $7.92M 1.14% +16,855 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 172,332 $7.84M 2.15% +25,458 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 172,299 $7.84M 2.7% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 170,278 $7.75M 1.8% +11,392 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 169,841 $7.73M 0.63% -10,437 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 169,200 $7.7M 0.43% +5,372 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 167,117 $7.6M 0.89% +27,661 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 166,592 $7.58M 0.63% -19,502 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 166,308 $7.57M 1.85% +36,458 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 166,031 $7.55M 0.09% +43,725 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 165,602 $7.53M 0.21% +6,411 13F-HR Timeline Group Essential Planning, LLC. More: the full row for Essential Planning, LLC. 164,190 $7.47M 2.11% +44,249 13F-HR Timeline Sentinel Advisory Group, LLC More: the full row for Sentinel Advisory Group, LLC 163,644 $7.44M 3.04% +17,339 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 159,569 $7.26M 2.29% +6,982 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 159,091 $7.24M 1.76% -6,899 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 157,655 $7.17M 3.44% +10,580 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 156,527 $7.12M 0.48% +6,450 13F-HR Timeline Keenan, LLC More: the full row for Keenan, LLC 152,558 $6.94M 4.9% +18,953 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 151,966 $6.91M 0.08% +113,399 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 149,703 $6.81M 0.1% +11,896 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 148,873 $6.77M 4.2% -20,935 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 147,684 $6.72M 0.45% +62,702 13F-HR Timeline Group OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 147,059 $6.69M 5.77% +17,296 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 144,855 $6.59M 2.9% +4,599 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 144,580 $6.58M 0.69% -97,597 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 144,217 $6.56M 0.25% +15,667 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 143,771 $6.54M 3.61% +16,166 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 143,715 $6.54M 3.75% +3,747 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 142,980 $6.53M 0.23% +7,872 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 141,341 $6.43M 1.64% new 13F-HR Timeline Jeter Robert S II More: the full row for Jeter Robert S II 141,085 $6.38M 6.12% +2,837 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 139,518 $6.35M 2.06% +14,024 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 139,298 $6.34M 2.59% +27,970 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 137,847 $6.27M 4.85% +14,490 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 136,176 $6.19M 0.04% +132,915 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 132,979 $6.05M 0.21% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 132,062 $6.01M 0.11% -6,192 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 130,495 $5.94M 2.13% +5,244 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 130,155 $5.92M 1.9% +46,710 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 130,029 $5.92M 0.56% +17,364 13F-HR Timeline Split Rock Private Trading & Wealth Man… More: the full row for Split Rock Private Trading & Wealth Management, LLC 129,816 $5.91M 4.05% -38,313 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 129,238 $5.88M 0.55% -231,236 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 129,087 $5.87M 0.01% +16,110 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 128,789 $5.86M 1.28% +12,125 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 128,435 $5.84M 2.9% +23,538 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 128,155 $5.83M 0.06% +13,071 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 126,465 $5.75M 0.12% +7,034 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 126,399 $5.75M 2.62% +284 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 125,143 $5.69M 1.09% +9,947 13F-HR Timeline Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 123,015 $5.6M 3.6% -1,692 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 120,520 $5.48M 0.1% +1,450 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 120,215 $5.47M 0.21% +3,625 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 120,078 $5.46M 0.77% +114,306 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 118,913 $5.41M 0.06% -176,934 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 115,109 $5.24M 1.13% +10,898 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 114,614 $5.21M 0.31% +4,008 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 114,545 $5.21M 0.7% -1,354 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 113,168 $5.15M 1.02% +9,459 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cadia Private Client LLC More: the full row for Cadia Private Client LLC 112,878 $5.13M 3.68% +9,389 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 111,623 $5.1M 0.42% -14,674 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 111,969 $5.09M 1.47% -383 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 110,309 $5.02M 1.09% +11,790 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 109,301 $4.97M 0.63% -509 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 108,547 $4.94M 0.44% -11,529 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 108,405 $4.93M 0.4% -1,290 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 108,249 $4.92M 3.17% +2,330 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 108,042 $4.91M 2.65% +17,991 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 106,321 $4.84M 0.77% +4,989 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 105,113 $4.78M 0.18% +1,455 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 104,934 $4.77M 0.09% -4,293 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 103,393 $4.7M 0.81% +12,878 13F-HR Timeline Cornerstone Wealth, LLC/TN More: the full row for Cornerstone Wealth, LLC/TN 101,535 $4.6M 2.33% -9,523 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 99,317 $4.52M 1.75% +2,125 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 98,897 $4.5M 7% -712 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 98,755 $4.49M 1.37% +2,155 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 98,215 $4.47M 0.03% +2,619 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 96,380 $4.38M 0.85% -118,503 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 96,313 $4.38M <0.01% +25,838 13F-HR Timeline Group EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 96,151 $4.37M 0.54% +18,359 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 95,193 $4.35M 0.14% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 94,429 $4.3M 0.14% +15,496 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 93,406 $4.25M 2.38% +9,542 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 92,048 $4.19M 1.3% -23,901 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 91,717 $4.17M 2.48% +17,091 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 90,754 $4.13M 1.37% +56,749 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 90,718 $4.13M 2.76% +3,796 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 90,323 $4.11M 2.03% +9,404 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 89,439 $4.07M 0.05% -32,659 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 87,568 $3.98M 0.62% +2,529 13F-HR Timeline Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 86,409 $3.95M <0.01% +15,530 13F-HR Timeline Group Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 86,343 $3.93M 1.09% +5,195 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 85,956 $3.91M 3.29% +55,402 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 85,506 $3.89M 0.15% +753 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 85,379 $3.88M 1.91% +15,375 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 85,184 $3.88M 0.08% +1,756 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 82,282 $3.74M 3.14% +2,435 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 82,630 $3.73M 1.96% +7,801 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 80,388 $3.66M 0.25% -1,652 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 79,969 $3.64M <0.01% -28,223 13F-HR/A Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 78,463 $3.57M 3.05% +421 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 77,859 $3.54M 0.31% -2,133 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 86,451 $3.52M 1.2% +966 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 76,650 $3.49M 0.11% -1,954,749 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 76,545 $3.48M 0.02% +15,865 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 75,169 $3.42M 0.2% +2,578 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 74,883 $3.41M +20,592 Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 74,871 $3.41M 0.95% -3,160 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 74,753 $3.4M 0.91% +16,809 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 73,651 $3.35M 0.19% +269 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 72,939 $3.32M 0.42% +2,874 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 72,671 $3.31M 1.64% +8,864 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 72,384 $3.29M 1.03% +2,630 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 72,093 $3.28M 0.16% -22,160 13F-HR Timeline Group Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 71,217 $3.24M 2.05% -52,125 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 70,169 $3.19M 0.67% -11,695 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 70,059 $3.19M 0.14% +3,641 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 69,536 $3.16M 0.1% +1,026 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 68,710 $3.13M 0.11% -239 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 69,247 $3.11M 1.94% +3,701 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 68,324 $3.11M 0.48% +7,016 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 64,811 $2.96M 0.41% -25,757 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 64,935 $2.95M 0.35% -3,114 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 64,838 $2.95M 0.19% +1,706 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 64,036 $2.91M 1.1% +3,383 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 63,596 $2.89M 4.92% new 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 63,583 $2.89M 1.53% -17,914 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 63,310 $2.88M 0.2% -205 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 60,818 $2.77M <0.01% -1,843 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 60,375 $2.75M 0.48% +3,544 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 59,799 $2.72M 0.56% +1,665 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 59,565 $2.71M 2.19% +4,439 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 59,415 $2.7M 0.99% -558 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 58,779 $2.67M 1.66% -4,279 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 58,585 $2.67M 0.13% +2,696 13F-HR Timeline