INVESTED ADVISORS More: the full row for INVESTED ADVISORS 34,939 $1.38M 1.43% +4,650 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 34,691 $1.37M 0.13% new 13F-HR/A Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 34,650 $1.37M <0.01% new 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 34,581 $1.36M 0.01% +343 13F-HR Timeline Group Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 34,516 $1.36M 0.75% +98 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 34,340 $1.35M 0.1% +26,905 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 34,311 $1.35M 0.38% +2,992 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 34,119 $1.35M 0.03% +1,403 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 33,297 $1.31M <0.01% -28,992 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 32,574 $1.29M 0.06% +3,353 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 32,026 $1.26M 0.65% +3,477 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 31,900 $1.26M 0.02% -2,976 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 31,770 $1.25M <0.01% new 13F-HR/A Timeline Group Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 31,744 $1.25M 0.77% -565 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 31,546 $1.24M 0.02% +3,954 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 31,525 $1.24M 0.04% 0 13F-HR Timeline Group COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 31,517 $1.24M 0.29% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 30,926 $1.22M 0.09% +757 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 29,879 $1.18M 0.15% -35 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 29,770 $1.17M 0.07% -1,437 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 29,739 $1.17M 0.04% -11,463 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 33,244 $1.17M 0.72% -6,501 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 29,233 $1.15M 0.02% -209 13F-HR Timeline Group Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 29,228 $1.15M 0.51% +2,575 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 28,944 $1.14M 0.01% +2,194 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 28,687 $1.13M 0.26% +4,511 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 28,616 $1.13M 0.09% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 27,972 $1.1M 0.48% +70 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 25,451 $1.09M 0.63% +267 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 27,464 $1.08M 0.12% +4,790 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 27,382 $1.08M <0.01% +980 13F-HR/A Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 27,369 $1.08M 0.03% +12,003 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 27,330 $1.08M 0.03% +947 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 27,293 $1.08M 0.02% new 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 27,208 $1.07M 0.3% -410 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 26,952 $1.06M 0.65% -520 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 26,698 $1.05M 0.44% +3,357 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 26,520 $1.05M 0.01% +3,541 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 25,923 $1.02M 0.04% +137 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 25,869 $1.02M 0.01% +154 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 25,558 $1.01M 0.01% +44 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 25,364 $1M 0.05% +5,583 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 24,994 $986K 0.06% +3,755 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 24,990 $986K 0.33% -2,750 13F-HR Timeline Group VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 24,736 $976K 0.12% -3,733 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 24,722 $975K 0.69% +12 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 24,555 $969K 0.16% +1,590 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 24,283 $958K 0.1% +425 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 24,239 $956K 0.46% +425 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 24,181 $954K 0.04% +143 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 24,079 $950K 0.01% +5,046 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 23,974 $946K 0.01% +7,698 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 24,297 $930K 0.81% 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 23,334 $921K 0.24% -275 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 24,889 $910K 0.23% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 22,510 $888K 0.17% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 22,477 $887K 0.37% +81 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 22,108 $872K 0.27% +918 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 22,054 $870K 0.35% -682 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 21,860 $862K 0.08% +2,134 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 21,860 $862K 0.18% -8,056 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 21,573 $851K 0.1% +1,554 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 21,567 $851K 0.09% +3,919 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 21,548 $850K 0.06% +1,612 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 20,545 $811K 0.02% -214 13F-HR Timeline Group Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 19,935 $786K 0.77% 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 19,928 $786K 0.01% -2,282 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 19,831 $782K 0.25% -904 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 19,619 $774K 0.05% +1,972 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 19,555 $771K 0.66% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 19,364 $764K 0.05% +2,667 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 18,890 $745K <0.01% new 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 18,762 $740K 0.14% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 18,233 $729K 0.54% -1,936 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 18,117 $715K 0.16% +1,172 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 17,953 $708K 0.3% +369 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 17,905 $706K 0.05% +25 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 17,719 $699K 0.35% +11,519 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 17,498 $690K 0.05% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 17,485 $690K 0.14% +441 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 17,457 $689K 0.04% +6,233 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 17,278 $682K 0.09% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 17,154 $677K 0.03% +1,487 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 17,140 $676K 0.2% -3,520 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 16,901 $675K 0.11% -5,910 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 16,995 $671K 0.2% -7,149 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 16,933 $668K 0.01% +664 13F-HR Timeline Group CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 16,768 $661K 0.13% -260 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 16,510 $654K 0.04% +1,726 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 16,552 $653K <0.01% -2,695 13F-HR Timeline Group PCM Encore, LLC More: the full row for PCM Encore, LLC 16,437 $648K 0.14% 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 16,282 $642K 0.2% +6,379 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 16,178 $638K 0.01% -17 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 15,854 $625K 0.04% -4,658 13F-HR Timeline Group BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 15,650 $617K 0.17% +4,623 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 15,594 $615K 0.14% -639 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 15,588 $615K 0.26% new 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 15,040 $593K 0.05% +12 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 14,856 $586K 0.01% -1,943 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 14,842 $586K 0.04% +64 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 14,656 $578K 0.07% -1,641 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 14,571 $575K 0.42% +80 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 14,248 $562K 0.12% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 14,092 $556K 0.03% -898 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 13,974 $551K 0.15% -754 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 13,785 $544K <0.01% +5,250 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 13,740 $542K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 13,738 $542K 0.07% +3,878 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 13,738 $542K 0.14% +732 13F-HR Timeline Security National Bank More: the full row for Security National Bank 13,697 $540K 0.08% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 13,655 $539K 0.02% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 13,627 $538K <0.01% +2,158 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 13,489 $532K 0.13% +16 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 13,151 $531K 0.02% -4,865 13F-HR Timeline Group LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 13,397 $529K 0.03% -2,378 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 13,235 $522K <0.01% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 13,110 $517K 0.01% 13F-HR Timeline Group SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 11,744 $515K 0.15% +691 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 13,043 $515K 0.28% +1,665 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 12,975 $512K 0.27% +246 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 12,923 $510K 0.03% +573 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 12,778 $504K <0.01% -2,310 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 12,659 $499K 0.11% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 12,600 $497K 0.07% -1,685 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 12,563 $496K 0.23% -84 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 12,538 $495K 0.02% -163 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 12,478 $492K 0.01% 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 12,362 $488K 0.01% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 12,214 $482K 0.02% -128 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 12,171 $480K 0.01% -506 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 10,674 $477K 0.38% 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 12,081 $477K 0.04% 0 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 11,922 $470K 0.39% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 11,767 $464K 0.01% +9,601 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 11,662 $460K 0.03% +1,842 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 11,631 $459K 0.01% -13,230 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 11,250 $444K 0.06% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 11,231 $443K 0.01% +161 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 11,049 $436K 0.03% +2 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 10,736 $429K 0.1% +151 13F-HR Timeline SWS Partners More: the full row for SWS Partners 10,705 $422K 0.1% -168 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 10,620 $419K <0.01% -6,491 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 10,585 $418K 0.05% +435 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 10,498 $414K 0.02% 0 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 10,434 $412K 0.17% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 10,359 $409K 0.02% +823 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 10,259 $405K <0.01% new 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 10,088 $398K 0.03% -290 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,053 $397K <0.01% 0 13F-HR Timeline Aureum Wealth Management, LLC More: the full row for Aureum Wealth Management, LLC 10,032 $396K 0.37% 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 10,002 $395K 0.19% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 9,939 $392K 0.02% +4,067 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 9,906 $391K 0.02% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9,765 $385K 0.02% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 9,680 $384K 0.04% -2,730 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 9,697 $383K 0.08% -200 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 9,651 $381K 0.02% +108 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 9,633 $380K <0.01% +89 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 9,609 $379K 0.02% -157 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 9,475 $374K 0.4% 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 9,460 $373K 0.22% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 9,387 $370K 0.01% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,387 $370K <0.01% +582 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,145 $361K 0.01% -98 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 9,083 $358K 0.09% 0 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 8,983 $354K 0.12% 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 8,822 $348K 0.06% -163 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 8,800 $347K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 8,765 $346K <0.01% +2,468 13F-HR Timeline Group Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 8,677 $342K 0.05% +70 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,300 $342K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 8,598 $339K 0.03% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,517 $336K 0.01% +2,124 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 8,468 $334K <0.01% +1,911 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 8,000 $316K 0.07% 0 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 7,932 $313K 0.16% -405 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 7,877 $311K 0.1% +118 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 7,870 $310K 0.21% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,870 $310K 0.03% -877 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 7,803 $308K 0.04% +7,685 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,736 $305K 0.01% -685 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 7,731 $305K 0.45% -1,605 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7,645 $302K 0.03% +15 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 7,636 $301K <0.01% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,532 $297K 0.03% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 7,524 $297K 0.04% +1,844 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 7,512 $296K <0.01% -25 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 7,505 $296K 0.02% new 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 7,480 $295K 0.01% +28 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 7,459 $294K 0.03% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,449 $294K 0.01% new 13F-HR Timeline Group PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 7,297 $292K 0.38% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 7,348 $290K +4,698 Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 7,347 $290K 0.03% -298 13F-HR Timeline Group INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 7,339 $290K 0.12% +507 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 6,700 $288K 0.13% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 7,200 $284K 0.08% 0 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 7,180 $283K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,051 $278K <0.01% +4,571 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 7,045 $278K 0.01% new 13F-HR Timeline