Keel Point, LLC More: the full row for Keel Point, LLC 73,631 $1.69M 0.11% -72,782 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 73,318 $1.68M 0.04% -142,973 13F-HR/A Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 72,552 $1.66M 0.45% 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 72,312 $1.66M 0.91% 0 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 72,332 $1.66M 1.41% -29,406 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 71,879 $1.65M 0.09% +19,646 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 71,539 $1.64M 0.07% -24,086 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 71,135 $1.63M 0.36% +6,639 13F-HR Timeline Collier Financial More: the full row for Collier Financial 69,543 $1.59M 1.22% +3,956 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 69,248 $1.59M 0.03% -537 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 66,935 $1.53M 0.05% +15,365 13F-HR Timeline Group Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 66,512 $1.52M 0.35% -626 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 65,967 $1.51M 0.06% -3,169 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 65,575 $1.5M 0.49% -3,727 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 65,353 $1.5M 0.19% 0 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 65,014 $1.49M 0.13% +2,979 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 64,857 $1.49M 0.14% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 64,262 $1.47M 0.23% new 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 63,757 $1.46M 0.12% +19,311 13F-HR Timeline Group KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 63,237 $1.45M 0.11% -766 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 63,141 $1.45M 1.06% -843 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 62,678 $1.44M 0.36% +47,888 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 61,931 $1.42M 0.01% +381 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 61,452 $1.41M 0.3% +51,825 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 61,371 $1.41M 0.08% +5,683 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 61,349 $1.41M 0.1% +33,531 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 61,042 $1.4M 0.08% +5,035 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 60,807 $1.39M 0.97% +11,844 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 60,721 $1.39M 0.67% -1,383 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 60,308 $1.38M 1.16% new 13F-HR/A Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 60,188 $1.38M 0.05% +13,644 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 60,179 $1.38M <0.01% -6,004 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 59,584 $1.37M 0.07% -8,429 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 59,502 $1.36M 0.52% +1,675 13F-HR/A Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 59,496 $1.36M 0.34% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 58,990 $1.35M 0.26% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 58,169 $1.33M 0.04% +48,578 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 58,081 $1.33M 0.29% +443 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 57,748 $1.32M 0.72% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 57,545 $1.32M <0.01% -1,232 13F-HR/A Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 57,444 $1.32M 0.04% +42,026 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 56,532 $1.3M 0.44% new 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 56,408 $1.29M 0.31% +31,812 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 56,217 $1.29M 0.08% +7,150 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 56,021 $1.28M <0.01% +2,621 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 55,408 $1.27M 0.08% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 54,668 $1.25M 0.38% +30,816 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 54,639 $1.25M 0.2% new 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 54,423 $1.25M 0.29% -431 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 53,967 $1.24M 1.09% -1,637 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 53,563 $1.23M 0.05% +17,997 13F-HR/A Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 53,017 $1.21M 0.1% +36,732 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 52,792 $1.21M 0.53% +32,383 13F-HR/A Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 51,921 $1.19M 0.01% -472,421 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 52,111 $1.19M 0.63% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 51,532 $1.18M 0.06% -1,342 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 51,436 $1.18M 1.24% +27,984 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 49,616 $1.14M 0.02% +2,148 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 48,806 $1.12M 0.34% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 48,642 $1.11M 0.28% new 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 48,596 $1.11M 0.86% -2,036 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 47,848 $1.1M 0.25% +32,848 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 47,734 $1.09M <0.01% 0 13F-HR Timeline Group FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 47,509 $1.09M 0.4% +35,605 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 47,411 $1.09M 0.05% -2,539 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 47,202 $1.08M 0.03% +3,956 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 46,750 $1.07M 0.04% -556 13F-HR Timeline Group Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 46,554 $1.07M 0.93% +5,608 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 46,392 $1.06M 0.35% new 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 46,286 $1.06M 0.16% +266 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 47,177 $1.06M <0.01% -39,706 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 46,033 $1.05M 0.01% -2,579 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 45,441 $1.04M 0.54% -29,061 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 45,313 $1.04M 0.76% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 45,238 $1.04M 0.03% +13,282 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 45,163 $1.03M 0.13% +32,968 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 44,360 $1.02M 0.04% +2,071 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 44,341 $1.02M +25,306 Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 44,300 $1.01M 0.01% -559 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 43,976 $1.01M 1.82% -11,786 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 43,823 $1M 0.03% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 43,962 $998K 0.03% +32,316 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 43,465 $996K 0.63% +449 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 43,453 $996K 0.05% +4,000 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 43,195 $990K 0.1% new 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 42,952 $984K 0.25% -6,443 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 42,691 $978K 0.75% +1,197 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 42,600 $976K 0.87% -5,389 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 41,938 $961K 0.38% +137 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 41,758 $957K 0.01% +4,724 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 41,552 $952K 0.47% +25,870 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 40,716 $933K 0.29% +166 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 40,082 $918K 0.01% -3,465 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 40,038 $917K 0.58% +36,363 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 39,800 $912K 0.24% +12,394 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 39,715 $910K 0.02% +77 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 38,986 $893K 0.29% +270 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 38,968 $893K 0.3% +26,394 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 38,401 $880K 0.01% -2,236 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 38,395 $880K 0.01% +28,567 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 38,506 $879K <0.01% +3,349 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 37,970 $874K 0.16% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 38,156 $874K 0.12% -1,802 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 37,914 $869K 0.01% -442 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 37,559 $860K 0.23% new 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 37,199 $852K 0.17% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 36,971 $847K 0.56% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 36,910 $846K 0.02% -3,158 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 36,758 $842K 0.45% +3,318 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 36,161 $826K 0.13% new 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 36,010 $825K 0.25% -1,044 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 35,567 $815K 0.92% +25,600 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 35,401 $811K 0.44% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 35,392 $811K 0.04% new 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 35,006 $802K 0.51% +1,867 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 34,991 $802K <0.01% -5,154 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 35,008 $801K 0.03% +4,684 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 34,820 $798K 0.24% -1,064 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 34,707 $795K 0.09% new 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 34,551 $792K 0.18% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 34,517 $791K 0.02% -15 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 34,449 $789K 0.28% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 34,328 $786K <0.01% new 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 34,229 $784K 0.79% +10,320 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 33,795 $774K 0.52% -3,402 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 33,529 $768K 0.14% +20,323 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 33,310 $763K 0.38% -11,442 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 33,237 $761K <0.01% +2,857 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 32,843 $752K 0.02% new 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 32,739 $750K 0.14% +30,133 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 32,217 $738K 0.16% +15,005 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 31,895 $731K 0.04% +17,194 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 31,802 $729K 0.06% 0 13F-HR Timeline Group Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 31,791 $728K 0.72% new 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 31,081 $712K 0.02% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 30,946 $709K 0.02% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 30,832 $706K 0.23% -176 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 30,726 $704K 0.03% +21,728 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 30,700 $703K 0.08% -573 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 30,497 $699K 0.34% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 30,280 $694K 0.16% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 30,253 $693K 0.25% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 30,246 $693K <0.01% -12,478 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 30,180 $691K 0.03% +4,202 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 30,096 $689K 0.49% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 30,080 $689K 0.06% +25,622 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 30,062 $689K 0.01% +838 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 30,061 $689K <0.01% 13F-HR Timeline Group Marble Wealth, LLC More: the full row for Marble Wealth, LLC 30,054 $689K 0.12% -11,040 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 29,940 $686K 0.05% +173 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 29,620 $685K 0.31% +259 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 29,603 $678K 1.4% new 13F-HR/A Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 29,552 $677K 0.17% +1,124 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 29,412 $674K 0.37% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 29,354 $672K 0.15% -9,524 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 29,399 $671K 0.01% +5,147 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 29,292 $669K 0.04% +13,627 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 29,161 $668K 0.22% -3,305 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 28,545 $654K 0.06% +473 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 28,416 $651K 0.17% new 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 28,359 $650K 0.6% +10,750 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 28,451 $649K 0.04% new 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 28,218 $646K 0.35% 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 28,000 $641K 0.33% 0 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 27,953 $640K 0.87% +437 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 27,926 $640K 0.18% -3,671 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 27,767 $636K 0.57% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 27,658 $634K 0.06% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 27,377 $627K 0.03% -5,226 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 26,955 $618K 0.59% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 26,945 $617K 0.03% +10,075 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 26,651 $611K 0.63% new 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 26,611 $610K 0.7% new 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 26,209 $600K 0.06% -8,254 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 25,859 $592K 0.14% new 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 25,833 $592K 0.3% -70 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 25,821 $592K 0.02% +8,020 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 25,816 $591K 0.04% -7,444 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 25,713 $589K 0.11% 0 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 25,778 $589K 0.11% -5,622 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 25,553 $585K 0.22% new 13F-HR Timeline Group Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 25,503 $584K 0.13% -893 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 25,489 $584K 0.1% -7,517 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 25,171 $577K 0.03% -631 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 25,114 $575K 0.1% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 24,947 $572K 0.12% new 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 24,867 $570K 0.39% new 13F-HR Timeline Patten Group, Inc. 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