Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 256,940 $11.8M 0.62% +31,193 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 255,705 $11.8M 0.17% +23,105 13F-HR Timeline Group Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 255,153 $11.7M 3.3% +29,895 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 252,917 $11.6M 11.26% 13F-HR Timeline HICKS CAPITAL MANAGEMENT LLC More: the full row for HICKS CAPITAL MANAGEMENT LLC 251,938 $11.6M 11.68% +25,669 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 250,934 $11.6M 2.8% +44,268 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 249,896 $11.5M 5.04% -800 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 243,175 $11.2M 3.69% +12,241 13F-HR Timeline Catawba River Capital More: the full row for Catawba River Capital 241,506 $11.1M 4.95% -236 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 244,715 $11M 0.27% +23,230 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 237,809 $10.9M 4.56% +11,038 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 236,532 $10.9M 7.57% -120 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 234,826 $10.8M 0.01% +20,716 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 230,049 $10.6M 0.12% +20,337 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 229,002 $10.5M 0.15% +12,233 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 227,667 $10.5M 0.07% +45,763 13F-HR Timeline Group FWG Holdings, LLC More: the full row for FWG Holdings, LLC 224,376 $10.3M 3.92% -6,083 13F-HR/A Timeline Clarity Retirement & Wealth, LLC More: the full row for Clarity Retirement & Wealth, LLC 222,175 $10.2M 9% 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 217,444 $10M 9.83% 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 216,036 $9.95M 0.2% +25,634 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 215,677 $9.93M 0.12% +18,520 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 213,859 $9.85M 2.01% +34,882 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 209,965 $9.67M 0.17% -13,257 13F-HR/A Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 208,237 $9.59M 5.35% +57,548 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 206,822 $9.52M 0.17% new 13F-HR/A Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 204,766 $9.43M 0.21% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 202,474 $9.34M 0.01% +43,452 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 201,653 $9.28M 1.58% +7,275 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 200,653 $9.24M 8.85% 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 199,757 $9.22M 7.12% +54,085 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 199,712 $9.18M 3.05% -90,620 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 197,735 $9.1M 0.34% +7,892 13F-HR Timeline INTEGRATED WEALTHCARE, LLC More: the full row for INTEGRATED WEALTHCARE, LLC 194,620 $8.96M 7.53% 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 191,903 $8.84M 0.06% +30,661 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 191,004 $8.79M 0.94% +8,145 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 188,525 $8.68M 4.75% +13,198 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 188,434 $8.68M 3.37% +12,012 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 183,507 $8.45M 1.26% +25,986 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 182,664 $8.41M 0.05% +18,449 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 181,883 $8.37M 1.36% +4,020 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 180,335 $8.3M 1.28% -150,858 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 179,828 $8.28M 1.74% +1,884 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 175,766 $8.09M 0.72% +9,982 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 174,815 $8.05M 3.18% +6,909 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 173,504 $7.99M 5.44% +54,203 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 171,718 $7.91M 0.19% +49,273 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 169,556 $7.81M <0.01% +52,462 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 166,257 $7.65M 0.21% +1,622 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 164,777 $7.59M 2.21% +1,525 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 163,757 $7.54M 4.42% +6,136 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 163,190 $7.51M 5.15% +7,208 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 160,395 $7.38M 0.45% +5,693 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 159,072 $7.32M 0.16% -1,305 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 156,385 $7.2M 2.61% -56,518 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 156,180 $7.19M 1.13% +6,658 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 153,339 $7.1M 1.52% +6,085 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 153,373 $7.06M 0.23% +27,069 13F-HR Timeline Group Dentgroup LLC More: the full row for Dentgroup LLC 152,758 $7.03M 4.83% -14,568 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 150,154 $6.91M 0.11% 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 148,516 $6.84M 1.44% +3,157 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 147,921 $6.81M 0.66% +24,027 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 146,956 $6.77M 0.16% +4,154 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 146,662 $6.75M 2.46% +32,865 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 146,298 $6.74M 4.54% -3,093 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 144,784 $6.67M 0.12% -14,228 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 144,766 $6.67M 1.86% +24,289 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 144,762 $6.66M 1.78% +5,739 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 143,907 $6.66M 0.37% +143,577 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 142,634 $6.57M 0.53% +62,457 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 141,119 $6.5M 1.75% +13,554 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 138,260 $6.37M 3.52% +3,443 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 137,935 $6.35M 1.33% +6,386 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 137,392 $6.33M 0.88% +7,490 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 137,289 $6.32M 0.83% +16,839 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 136,472 $6.28M 0.33% +32,830 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 136,201 $6.27M 0.07% +36,761 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 134,703 $6.2M 0.24% +81,665 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 134,424 $6.19M 0.01% +3,071 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 133,082 $6.13M 2.34% +8,487 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 130,350 $6M 0.28% +277 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 129,434 $5.96M 0.26% +9,053 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 128,999 $5.94M 0.29% +10,539 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 128,928 $5.94M 0.32% +4,233 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 128,632 $5.92M 0.27% -4,001 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 127,867 $5.89M 0.01% +51,000 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 127,286 $5.86M 2.08% +43,633 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 126,222 $5.81M 0.11% +25,910 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 125,641 $5.78M 3.46% +3,210 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 123,217 $5.67M 0.9% +20,803 13F-HR Timeline OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 122,295 $5.63M 5.2% 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 121,543 $5.6M 2.31% +12,357 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 120,577 $5.56M 0.59% +28 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 118,747 $5.47M 0.02% +16,476 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 116,703 $5.37M 0.01% +11,721 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 115,823 $5.33M 0.24% +8,955 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 115,144 $5.3M 3.91% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 114,667 $5.28M 0.12% +3,257 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 114,341 $5.26M 1.18% +1,839 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 112,949 $5.2M 0.74% -5,270 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 111,601 $5.16M 0.03% +73,144 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 111,743 $5.14M 0.94% +2,981 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 111,596 $5.14M 4.27% +8,412 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 110,834 $5.1M 1.23% +5,996 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 110,300 $5.08M 0.01% -170,400 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 108,715 $5.01M 0.46% -6,131 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 108,233 $5M 0.19% +17,461 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 108,389 $4.99M 1.59% +686 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 108,355 $4.99M 0.36% new 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 106,384 $4.9M 0.31% +1,981 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 104,530 $4.84M 1.08% +9,629 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 104,290 $4.8M 0.19% +6,680 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 104,324 $4.79M 3.23% 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 103,952 $4.79M 2.4% +2,098 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 102,927 $4.74M 0.27% -68 13F-HR Timeline Group Cadia Private Client LLC More: the full row for Cadia Private Client LLC 101,939 $4.69M 3.72% 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 101,876 $4.69M 1.31% +26,534 13F-HR Timeline Keenan, LLC More: the full row for Keenan, LLC 101,859 $4.69M 4.12% 13F-HR/A Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 101,835 $4.69M 3.33% +6,657 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 99,162 $4.59M 0.13% +9,993 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 98,179 $4.52M 0.15% +22,601 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 97,527 $4.49M 1.17% +17 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 97,039 $4.47M 7.41% +8,169 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 96,421 $4.44M 1.01% +670 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 95,390 $4.39M 0.93% +4,038 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 94,641 $4.36M 0.09% +64,246 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 92,622 $4.26M 0.2% +16,710 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 92,265 $4.25M 4.32% -5,226 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 91,614 $4.22M 1.35% +34,329 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 89,021 $4.1M 2.29% +6,458 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 88,638 $4.08M 1.11% +3,452 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 88,332 $4.07M 0.54% -4,386 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 88,000 $4.05M 0.33% +15,508 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 87,352 $4.02M 0.44% +25,613 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 86,078 $3.99M 2.72% -928 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 85,778 $3.95M 0.06% +33,605 13F-HR Timeline Group Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 83,876 $3.86M 1.72% +11,485 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 83,712 $3.85M 3.78% -4,471 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 80,291 $3.7M 1.34% -1,252 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 79,748 $3.69M +21,713 Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 80,153 $3.69M 2.03% +10,520 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 79,965 $3.68M 0.17% +2,647 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 78,374 $3.61M 2.37% +2,858 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 77,460 $3.57M 1.28% +3,218 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 77,137 $3.55M 0.23% +3,154 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 76,538 $3.52M 0.04% +6,132 13F-HR Timeline Group 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 74,578 $3.43M 3.14% +2,143 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 72,901 $3.36M 0.47% +6,611 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 72,039 $3.32M 0.02% -20,270 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 71,185 $3.28M 0.84% +303 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 77,593 $3.24M 1.37% +11,607 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 70,425 $3.24M 0.5% -4,389 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 70,266 $3.24M 0.02% -32,249 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 70,211 $3.23M 1.34% -248 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 68,979 $3.18M 0.01% -3,805 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 68,292 $3.14M 0.01% +20,952 13F-HR/A Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 68,017 $3.13M 2.1% +2,138 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 67,505 $3.11M 0.11% -28,747 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 67,320 $3.1M 1.91% +18,813 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 66,987 $3.08M -29,209 Timeline Align Financial, LLC More: the full row for Align Financial, LLC 3,078,326 $3.08M 2.21% 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 66,538 $3.06M 0.65% +48,148 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 65,969 $3.04M 0.53% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 65,316 $3.02M 0.51% +11,013 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 64,366 $2.96M 2.21% +480 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 64,031 $2.95M 0.12% +2,830 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 63,568 $2.93M 0.76% +12,632 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 63,407 $2.92M 0.23% -3,756 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 63,384 $2.92M 0.31% +38 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 62,803 $2.89M 0.17% +18,861 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 62,724 $2.89M 0.19% +37,588 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 61,714 $2.84M +21,250 Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 60,329 $2.78M 1.16% +1,580 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 59,963 $2.78M 0.96% +18 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 60,271 $2.77M 0.18% +2 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 60,127 $2.77M 0.11% +40,621 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 58,858 $2.71M 0.69% 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 57,123 $2.63M 0.09% +4,696 13F-HR Timeline Group Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 56,010 $2.59M <0.01% +14,541 13F-HR Timeline Group BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 55,588 $2.56M 1.27% +9,775 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 55,225 $2.54M 1.09% -47,515 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 54,866 $2.53M 0.13% +3,127 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 54,185 $2.49M 1.39% -384 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 53,950 $2.48M 0.16% +3,875 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 53,241 $2.45M 0.5% -235 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 53,092 $2.44M 1.11% +3,610 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 52,359 $2.41M <0.01% 0 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 52,154 $2.41M 0.13% -15,453 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 52,163 $2.4M <0.01% +10,292 13F-HR Timeline Group LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 51,796 $2.38M 2.1% +538 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 51,306 $2.38M 0.1% +176 13F-HR Timeline Group Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 51,000 $2.35M 1.58% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 50,629 $2.33M 0.18% 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 49,409 $2.27M 0.88% +8,181 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 48,992 $2.26M 1.67% +2,789 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 48,863 $2.25M 2.25% 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 46,872 $2.16M 0.4% +6,249 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 46,742 $2.15M 0.17% -329 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 45,327 $2.09M 0.75% +361 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 45,226 $2.08M 0.06% +8,463 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 45,103 $2.08M 0.29% 13F-HR Timeline