LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 56,044 $830K 0.14% 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 55,452 $821K 0.04% -36,623 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 54,136 $802K 0.41% -5,793 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 53,889 $798K 0.01% new 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 53,878 $798K 0.12% +9,227 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 52,668 $780K 0.3% -5,582 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 52,040 $771K <0.01% -20,741 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 51,870 $768K 0.08% +54 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 51,320 $760K 0.04% new 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 50,545 $749K 0.03% -5,064 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 50,437 $747K 0.08% +1,488 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 49,658 $735K 0.08% -3,200 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 49,658 $735K 0.01% new 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 49,056 $727K 0.64% -14,458 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 49,018 $726K 0.2% -1,781 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 47,500 $703K 0.42% -12,500 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 47,478 $703K 0.07% -18,556 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 47,400 $702K 0.34% -25,709 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 45,897 $680K 0.37% -38,111 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 45,888 $680K 0.26% +7,623 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 43,596 $646K 0.5% -1,964 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 43,542 $645K 0.01% -2,783 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 43,483 $644K 0.02% -3,552 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 43,136 $639K 0.18% -4,901 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 42,200 $625K 0.14% -33,811 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 41,524 $615K 0.91% -674,638 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 41,283 $611K 0.05% -18,052 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 41,118 $609K 0.07% -5,276 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 39,951 $592K 0.31% -996 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 39,728 $588K <0.01% -18,483 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 39,333 $583K 0.39% -36,925 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 38,702 $573K 0.13% -426 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 37,954 $562K 0.03% -16,987 13F-HR Timeline JB CAPITAL PARTNERS LP More: the full row for JB CAPITAL PARTNERS LP 37,500 $555K 0.1% 0 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 37,418 $554K 0.33% +946 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 37,399 $554K 0.03% +8,352 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 37,305 $552K 0.04% +900 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 37,202 $551K <0.01% +10,296 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 36,138 $535K 0.02% +639 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 36,060 $534K 0.4% new 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 36,000 $533K 0.24% +15,000 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 35,805 $530K 0.04% -180,328 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 35,248 $522K 0.44% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 34,762 $515K 0.02% +376 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 34,532 $511K 0.01% -2,265 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 34,349 $509K 0.13% -212 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 33,904 $502K 0.1% -3,822 13F-HR Timeline Group FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 33,534 $497K 0.04% +5,918 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 33,514 $496K 0.11% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 33,284 $493K 0.01% -2,518 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 32,784 $486K 0.03% +1,596 13F-HR/A Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 32,766 $485K <0.01% -805 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 32,676 $484K 0.01% -945 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 32,399 $480K <0.01% +2,544 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 34,689 $478K 0.07% -359 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 32,000 $474K 0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 31,925 $473K 0.01% -7,430 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 31,816 $471K 0.13% new 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 31,602 $468K 0.15% +16,017 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 31,008 $459K 0.01% 0 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 31,170 $459K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 30,500 $452K <0.01% -3,564 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 29,873 $442K 0.01% 0 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 29,563 $438K <0.01% +2,982 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 28,857 $427K <0.01% 13F-HR/A Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 28,823 $427K <0.01% -2,906 13F-HR/A Timeline Group Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 28,412 $421K 0.04% +1,079 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 28,236 $418K 0.01% new 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 28,023 $415K 0.14% -19,688 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 27,445 $406K 0.01% -160,000 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 27,202 $403K 0.1% -1,958 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 26,500 $392K 0.04% +13,409 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 25,517 $378K 0.03% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 25,371 $376K <0.01% -2,339 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 25,071 $371K <0.01% +1,813 13F-HR Timeline Group Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 24,736 $366K 0.06% +1,937 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 24,654 $365K 0.01% new 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 24,595 $364K 0.04% +2,616 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 24,515 $363K 0.01% -165,326 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 24,378 $361K 0.01% -8,903 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 24,086 $357K 0.06% +1,049 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. 23,751 $352K 0.01% -6,726 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 23,620 $350K 0.05% +2,944 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 23,432 $347K <0.01% +2,888 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 23,113 $342K <0.01% new 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 23,137 $342K 0.03% -31 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 23,010 $341K 0.02% -7,967 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 23,000 $341K 0.1% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 22,764 $337K 0.03% +57 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 22,565 $334K 0.07% -1,000 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 22,535 $334K 0.08% -7,707 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 22,413 $332K 0.01% +165 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 22,384 $332K 0.05% +342 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 22,336 $331K 0.07% +2,784 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 22,046 $326K 0.01% -1,072 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 21,969 $325K 0.05% -5,101 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 21,471 $318K 0.04% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 21,394 $317K 0.05% +440 13F-HR Timeline Group Jacobs Equity LLC More: the full row for Jacobs Equity LLC 21,150 $313K 0.3% 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 20,966 $311K 0.09% +2,447 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 20,841 $309K <0.01% +2,845 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 20,776 $308K 0.05% +314 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 20,580 $305K 0.11% +750 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 20,238 $300K 0.01% -70,021 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 20,142 $298K 0.07% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 20,093 $297K <0.01% -66,911 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 20,001 $296K 0.02% -608,520 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 19,879 $293K 0.04% -1,962 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 19,231 $285K 0.22% -644 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 18,822 $279K 0.06% -11,095 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 18,811 $278K 0.01% new 13F-HR Timeline Group FLC Capital Advisors More: the full row for FLC Capital Advisors 18,671 $277K 0.05% -2,889 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 18,318 $271K 0.01% -2,810 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 18,254 $270K 0.02% +1,093 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 18,205 $270K 0.19% 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 18,012 $267K 0.13% +291 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 17,915 $265K 0.09% -8,210 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 17,874 $265K 0.1% -3,307 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 17,721 $262K 0.01% -2,336 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 17,701 $262K 0.02% -227 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 17,249 $255K 0.14% -665 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 17,237 $255K 0.01% -674 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 17,216 $255K 0.19% 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 17,157 $254K 0.07% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 16,914 $250K 0.02% -936 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 16,785 $249K <0.01% -18,007 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 16,745 $248K <0.01% +3,047 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 16,703 $247K 0.02% +3,389 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 16,668 $247K 0.05% -2,783 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 16,649 $247K 0.01% +141 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 16,616 $246K 0.01% -3,410 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 16,600 $246K 0.02% -442 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 16,360 $242K 0.02% +581 13F-HR Timeline Group JB Capital LLC More: the full row for JB Capital LLC 15,678 $232K 0.01% +631 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 15,587 $231K 0.22% 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 15,527 $230K 0.03% +1,962 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 15,427 $228K 0.13% 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 15,368 $228K 0.01% -103,009 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 15,230 $226K 0.01% -30,185 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 15,095 $224K 0.09% -32,214 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 15,093 $224K 0.04% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 15,059 $223K 0.01% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 15,317 $221K 0.06% -228 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 14,829 $220K 0.11% -14,829 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 14,508 $215K <0.01% -9,332 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 14,497 $215K 0.49% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 14,357 $213K 0.03% -19,518 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 14,159 $210K <0.01% -5,843 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 14,028 $208K 0.05% -1,136 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 14,000 $207K 0.11% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 13,962 $207K 0.08% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 13,950 $207K <0.01% -3,865 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 13,913 $206K <0.01% -2,589 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 13,899 $206K <0.01% -153 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 13,891 $206K 0.01% -5,879 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 13,764 $204K 0.01% +2,796 13F-HR Timeline Group Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 13,527 $200K 0.08% -6,740 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 13,437 $199K 0.06% -1,348 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 13,418 $199K 0.05% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13,265 $196K <0.01% +587 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 13,226 $196K 0.01% -169,097 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 13,043 $193K 0.1% -3,802 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 12,968 $192K 0.06% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 12,686 $188K 0.16% -30,710 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 12,612 $187K 0.07% -110 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 12,206 $181K <0.01% -2,191 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 12,068 $179K 0.02% -4,483 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 12,058 $179K 0.02% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 12,039 $178K 0.01% -11,732 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 12,412 $178K 0.01% -16,328 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 11,993 $178K 0.01% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 11,956 $177K <0.01% new 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 12,211 $177K 0.03% -6,680 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 11,892 $176K <0.01% -259 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 11,832 $175K <0.01% new 13F-HR Timeline Group PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 11,743 $174K 0.09% -827 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,622 $172K 0.01% -2,319 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 11,408 $169K <0.01% +6,098 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 11,400 $169K 0.07% new 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 11,250 $167K 0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 11,189 $166K 0.06% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 12,580 $166K 0.04% -16,756 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 11,361 $165K 0.01% +6,489 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 11,086 $164K 0.02% +308 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 11,040 $164K <0.01% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 10,940 $162K 0.02% new 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 10,934 $162K 0.04% -3,590 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 10,925 $162K 0.1% -13,045 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 10,917 $162K 0.08% -5,480 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 10,895 $161K <0.01% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 10,876 $161K 0.01% new 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 10,864 $161K 0.19% 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 10,650 $158K 0.04% -2,767 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 10,581 $157K 0.03% +139 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 10,551 $156K 0.08% 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 10,349 $153K 0.03% -2,638 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 10,297 $152K <0.01% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 10,168 $151K 0.04% +13 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 10,157 $150K <0.01% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 10,087 $149K 0.02% -2,298 13F-HR Timeline