Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 274,247 $12.5M 3.02% -1,669 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 272,762 $12.4M 0.01% new 13F-HR Timeline Group Argo Wealth Advisory, LLC More: the full row for Argo Wealth Advisory, LLC 269,819 $12.3M 7.22% +8,924 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 267,719 $12.2M 0.02% +32,893 13F-HR Timeline Group MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 264,915 $12.2M 7.27% -8,415 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 266,122 $12.1M 0.59% -177,242 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 262,336 $12.1M 8.42% +62,579 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 263,290 $12M 0.6% +6,350 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 262,439 $12M 0.01% -25,391 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 261,847 $11.9M 0.14% +125,646 13F-HR Timeline Rooted Wealth Advisors, Inc. 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More: the full row for Greykasell Wealth Strategies, Inc. 177,699 $8.11M 3.27% +2,884 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 173,139 $7.9M 2.12% +40,057 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 171,163 $7.81M 1.23% +14,983 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 170,652 $7.79M 0.22% +4,395 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 169,808 $7.75M 5.13% -3,696 13F-HR Timeline Split Rock Private Trading & Wealth Man… More: the full row for Split Rock Private Trading & Wealth Management, LLC 168,129 $7.67M 5.94% -136,969 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 165,990 $7.59M 2.11% +1,213 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 165,493 $7.55M 5.08% +2,303 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 163,538 $7.52M 0.04% +51,937 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 163,828 $7.47M 0.46% +3,433 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 162,999 $7.44M 0.71% +15,078 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 161,021 $7.32M 0.47% +30,671 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 159,191 $7.26M 0.24% +5,818 13F-HR Timeline Group FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 158,120 $7.25M 1.11% +34,903 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 158,886 $7.25M 1.85% +14,124 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 155,426 $7.12M 1.22% +2,087 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 152,587 $6.96M 2.45% +5,925 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 150,077 $6.85M 0.52% +7,443 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 147,075 $6.71M 3.57% +8,815 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 146,874 $6.7M 2.19% +5,755 13F-HR Timeline Sentinel Advisory Group, LLC More: the full row for Sentinel Advisory Group, LLC 146,305 $6.67M 3.25% 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 140,256 $6.4M 3.35% -4,510 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 139,968 $6.39M 4.27% -6,330 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 139,456 $6.36M 0.88% +2,064 13F-HR Timeline Jeter Robert S II More: the full row for Jeter Robert S II 138,248 $6.32M 6.3% 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 138,254 $6.31M 0.14% -8,702 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 137,807 $6.29M 0.11% -6,977 13F-HR/A Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 135,108 $6.19M 0.27% -8,799 13F-HR Timeline Keenan, LLC More: the full row for Keenan, LLC 133,605 $6.1M 5.15% +31,746 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 133,122 $6.07M 0.27% +4,490 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 130,515 $5.95M 0.14% -41,203 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 129,850 $5.92M 1.62% +27,974 13F-HR Timeline OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 129,763 $5.92M 5.39% +7,468 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 128,125 $5.87M 1.29% +23,595 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 128,550 $5.86M 0.26% +12,727 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 127,605 $5.82M 3.98% +12,461 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 126,297 $5.78M 2.13% +46,549 13F-HR Timeline Group PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 126,115 $5.75M 4.03% +474 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 125,494 $5.73M 2.11% -1,792 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 125,251 $5.71M 2.28% +3,708 13F-HR Timeline Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 124,707 $5.69M 4.02% 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 123,357 $5.63M 4.68% +11,761 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 123,342 $5.63M 4.11% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 122,306 $5.58M 0.08% +36,528 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 122,098 $5.57M 0.08% +77,818 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 120,076 $5.48M 0.59% -501 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 119,941 $5.47M 1.74% +28,327 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 119,431 $5.45M 0.11% -6,791 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 119,252 $5.44M <0.01% -50,304 13F-HR/A Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 119,070 $5.43M 0.11% +4,403 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 116,664 $5.32M 1.33% +5,830 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 116,590 $5.32M 0.22% +12,300 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 115,949 $5.29M 1.81% -40,436 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 115,899 $5.29M 0.81% +2,950 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 115,196 $5.26M 1.11% +855 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 115,084 $5.25M 0.07% +80,140 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 112,977 $5.15M 0.01% -3,726 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 112,665 $5.14M 0.55% +25,313 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 112,352 $5.13M 1.66% +3,963 13F-HR Timeline Cornerstone Wealth, LLC/TN More: the full row for Cornerstone Wealth, LLC/TN 111,058 $5.09M 2.87% 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 111,328 $5.08M 2.52% +7,376 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 110,606 $5.05M 0.34% +4,222 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 109,810 $5.01M 0.8% -1,933 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 109,695 $5M 0.45% +980 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 109,674 $5M 0.38% +42,687 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 109,227 $4.98M 0.11% +14,586 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 108,192 $4.94M 0.01% -26,232 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 105,919 $4.83M 3.38% +4,084 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 104,897 $4.79M 2.73% +15,876 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 104,211 $4.75M 1.07% +6,684 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 103,709 $4.73M 1.07% +8,319 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 103,658 $4.73M 0.21% +11,036 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 103,489 $4.72M 3.83% +1,550 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 101,332 $4.62M 1.07% +4,911 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 99,609 $4.54M 7.11% +2,570 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 98,519 $4.49M 1.14% +27,334 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 97,589 $4.45M 0.11% +57,668 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 97,192 $4.43M 1.97% +13,316 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 96,600 $4.41M 1.48% new 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 95,876 $4.37M 0.64% -84,459 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 95,596 $4.36M 0.04% -96,307 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 95,193 $4.33M 0.16% -13,040 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 94,253 $4.3M 0.24% -8,674 13F-HR Timeline Group Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 90,568 $4.14M 0.7% +25,252 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 90,515 $4.13M 0.81% -58,001 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 90,051 $4.11M 2.66% +11,677 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 86,922 $3.97M 3.02% 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 85,788 $3.93M 2.53% -290 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 85,039 $3.88M 0.77% +18,501 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 84,982 $3.88M 0.28% -3,018 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 84,753 $3.87M 0.17% +4,788 13F-HR Timeline Essex LLC More: the full row for Essex LLC 83,871 $3.83M 0.68% +75,403 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 83,864 $3.83M 2.48% +16,544 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 83,445 $3.81M 1.37% +57,696 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 83,428 $3.81M 0.1% -14,751 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 82,040 $3.77M 0.23% +4,903 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 81,864 $3.73M 1.01% -6,774 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 81,497 $3.72M 2.29% -155,035 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 81,148 $3.7M 1.36% +31,739 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 80,919 $3.69M 2.04% +766 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 80,273 $3.66M 0.01% +11,981 13F-HR Timeline Group Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 79,992 $3.65M 0.35% +72,241 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 79,847 $3.64M 3.43% -3,865 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 79,473 $3.63M 1.36% -818 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 78,933 $3.6M 0.2% +16,130 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 78,042 $3.56M 3.31% +3,464 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 78,031 $3.56M 1.24% +571 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 77,792 $3.55M 0.52% +4,891 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 85,485 $3.49M 1.38% +7,892 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 74,829 $3.42M 2% -29,495 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 74,626 $3.4M 2.44% +11,058 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 73,573 $3.36M 0.23% -34,782 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 73,382 $3.35M 0.22% +59,294 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 72,591 $3.31M 0.21% +9,867 13F-HR Timeline Group Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 70,879 $3.25M <0.01% +14,869 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 70,475 $3.21M <0.01% new 13F-HR Timeline Group XY Planning Network, Inc. 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