Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 191,311 $9.64M 2.62% +2,180 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 189,919 $9.57M 0.42% -17,244 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 189,131 $9.56M 1.47% -206,720 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 189,334 $9.54M 0.24% +62,956 13F-HR Timeline Group Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 189,282 $9.53M 2% +8,416 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 187,724 $9.5M 3.27% -37,631 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 186,725 $9.41M 0.38% -49,368 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 183,871 $9.3M 1.97% -72,931 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 182,977 $9.22M 1.7% +17,963 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 178,808 $9.01M 3.91% +15,054 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 177,069 $8.92M 0.92% +15,616 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 176,247 $8.88M 1.18% +13,877 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 175,848 $8.86M 0.73% +10,890 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 172,622 $8.72M 3.12% +9,555 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 171,955 $8.66M 6% +1,819 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 170,396 $8.58M 6.27% +4,128 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 170,330 $8.58M 0.2% +2,236 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 168,872 $8.51M 0.15% +37,893 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 168,721 $8.5M 2% +484 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 168,464 $8.49M 0.81% -422,477 13F-HR Timeline Split Rock Private Trading & Wealth Man… More: the full row for Split Rock Private Trading & Wealth Management, LLC 168,375 $8.48M 6.57% -27,469 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 166,583 $8.42M 2.89% +118,600 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 166,464 $8.42M 6.2% +57,702 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 166,029 $8.36M 1.71% +4,272 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 163,942 $8.29M 3.57% +59,707 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 164,382 $8.28M 3.94% +49,256 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 162,779 $8.2M 3.01% -6,852 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 161,060 $8.11M 0.84% +40,481 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 159,851 $8.06M 1.95% +47,277 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 156,601 $7.89M 3.2% +28,273 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 155,887 $7.85M <0.01% +15,963 13F-HR Timeline Group RB Capital Management, LLC More: the full row for RB Capital Management, LLC 155,130 $7.81M 1.66% +7,959 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 154,757 $7.8M 2.45% +51,218 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 154,245 $7.77M 0.01% +104,545 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. 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More: the full row for Beaumont Asset Management, L.L.C. 129,015 $6.5M 2.93% +93,900 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 127,114 $6.4M 4.27% -38,581 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 126,709 $6.38M 0.36% +27,768 13F-HR Timeline Eldridge Investment Advisors, Inc. 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More: the full row for Kovack Advisors, Inc. 112,663 $5.92M 0.32% +104,271 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 117,156 $5.9M 2.17% -1,164 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 116,511 $5.87M 4.97% -3,426 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 113,872 $5.74M 3.19% +5,763 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 113,712 $5.73M <0.01% +2,089 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 112,860 $5.68M 0.36% +105 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 112,619 $5.67M 0.27% +20,161 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 110,536 $5.57M 3.34% +36,015 13F-HR Timeline IFC & Insurance Marketing, Inc. 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More: the full row for Valmark Advisers, Inc. 107,771 $5.43M 0.06% +21,600 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 107,650 $5.42M 0.14% -31,269 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 107,238 $5.4M 0.7% +14,835 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 106,635 $5.37M 1.21% +35,190 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 106,617 $5.37M 1.38% -53,183 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 105,665 $5.32M 0.01% +79,902 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 105,485 $5.31M <0.01% +314 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 102,799 $5.18M 0.02% +22,800 13F-HR Timeline Group Addison Capital Co More: the full row for Addison Capital Co 102,700 $5.17M 0.92% +48,000 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 102,658 $5.17M 1.35% +16,613 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 102,098 $5.14M 3.42% +4,296 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 100,686 $5.07M 0.03% +11,418 13F-HR/A Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 99,926 $5.03M 0.27% +7,253 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 99,828 $5.03M 4.99% +7,700 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 99,823 $5.03M 0.21% -160 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 99,093 $4.99M 0.5% new 13F-HR Timeline CVS HEALTH Corp More: the full row for CVS HEALTH Corp 98,795 $4.98M 2.34% 0 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 98,350 $4.95M 2.41% -700 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 96,652 $4.88M 0.37% -24,694 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 96,493 $4.86M 1.16% +8,837 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 96,222 $4.85M 1.78% +3,868 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 95,792 $4.83M 4.42% 0 13F-HR Timeline Flagship Capital Management Inc. More: the full row for Flagship Capital Management Inc. 95,599 $4.82M 3.54% +842 13F-HR Timeline Liberty Atlantic Advisors LLC More: the full row for Liberty Atlantic Advisors LLC 94,906 $4.8M 4.1% +30,118 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 94,876 $4.78M 0.08% +3,645 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 94,213 $4.75M 3.05% +15,253 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 93,528 $4.71M 2.8% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 93,098 $4.71M 0.34% +34,593 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 93,339 $4.7M 0.05% +4,204 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 93,115 $4.69M 0.6% -347 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 92,696 $4.67M 0.34% -64,116 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 92,534 $4.66M 0.21% -4,637 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 92,251 $4.66M 0.71% -491,510 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 91,913 $4.65M 0.09% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 91,044 $4.59M +30,821 Timeline MAI Capital Management More: the full row for MAI Capital Management 90,788 $4.57M 0.03% -8,777 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 90,554 $4.56M 0.36% +10,119 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 90,518 $4.56M 0.04% +14,152 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 90,000 $4.55M 0.08% -110,000 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 89,468 $4.51M 2.78% +10,173 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 88,762 $4.48M 0.14% -6,994 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 87,104 $4.39M 0.64% +27,997 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 86,495 $4.36M 1.39% +16,352 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 86,163 $4.34M 0.27% +5,351 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 84,488 $4.27M 3.75% +13,968 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 84,791 $4.27M 0.13% +31,581 13F-HR Timeline Aureum Wealth Management, LLC More: the full row for Aureum Wealth Management, LLC 83,899 $4.23M 2.94% +17,572 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 83,854 $4.22M 0.87% +510 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 82,868 $4.19M 0.12% -10,601 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 83,038 $4.18M 0.34% +9,962 13F-HR Timeline Group Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 82,624 $4.18M 2.31% +39,011 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 82,496 $4.16M 0.21% +7,409 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 81,532 $4.11M 0.01% +43,944 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 80,797 $4.07M 1.83% +10,345 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 80,773 $4.07M 0.15% +3,902 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 79,436 $4.01M 1.33% +2,061 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 79,022 $3.98M 1.51% +11,268 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 78,208 $3.94M 0.07% +28,734 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 78,044 $3.93M 2.06% -14,194 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 77,764 $3.92M 0.04% -4,122 13F-HR Timeline Group ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 77,427 $3.9M 1.3% +657 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 77,339 $3.9M 0.97% +6,901 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 77,287 $3.89M 0.16% +5,317 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 76,001 $3.83M 0.01% +5,147 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 75,879 $3.82M 1.4% +55,774 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 75,800 $3.82M 0.8% +1,248 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 75,794 $3.82M 1.17% +2,239 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 75,416 $3.8M 0.46% +28,912 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 74,636 $3.76M 1.52% -1,863 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 74,351 $3.75M 2.05% +2,956 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 74,123 $3.73M 0.9% -256 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 73,461 $3.7M 0.49% +36,074 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 72,726 $3.66M 0.08% +5,410 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 71,866 $3.62M 0.12% -63,948 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 70,994 $3.58M -23,940 Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 70,876 $3.57M 2.21% 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 70,542 $3.55M 0.69% +6,675 13F-HR Timeline Group Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 70,511 $3.55M 1.32% -11,125 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 69,836 $3.53M 0.23% +15,364 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 69,674 $3.52M 0.24% +49,820 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 69,935 $3.52M 0.43% +3,002 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 69,695 $3.51M 0.3% +58,794 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 69,260 $3.49M 0.03% +10,978 13F-HR Timeline Group Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 68,824 $3.47M 2.13% -6,063 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 68,726 $3.46M 1.15% +7,059 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 69,304 $3.43M 2.27% -10,645 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 67,097 $3.38M 1.81% +24,805 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 66,851 $3.37M 0.19% -286,153 13F-HR/A Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 63,257 $3.28M 0.89% +20,638 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 64,650 $3.26M 0.33% +4,202 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 64,274 $3.24M 0.06% +6,720 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 64,161 $3.23M 0.32% -3,504 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 63,918 $3.22M 2.35% -1,731 13F-HR Timeline SUMMITPOINT CAPITAL MANAGEMENT More: the full row for SUMMITPOINT CAPITAL MANAGEMENT 63,645 $3.22M 4.09% 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 63,863 $3.22M 0.03% +12,980 13F-HR Timeline Group NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 63,736 $3.21M 0.81% -1,978 13F-HR Timeline Vestmark Advisory Solutions, Inc. 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