MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 54,133 $2.74M 1.88% -1,634 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 53,954 $2.73M 0.1% -8,153 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 53,210 $2.69M 0.12% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 52,564 $2.66M 0.04% +28,867 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 52,564 $2.66M 0.13% +3,289 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 52,409 $2.65M 1.19% +1,153 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 52,379 $2.65M 1.64% -10,443 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 51,785 $2.62M 1.2% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 51,725 $2.62M 0.38% -12,968 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 51,376 $2.6M 0.45% -5,750 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 50,940 $2.58M 0.14% +5,952 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 50,883 $2.57M 0.02% +4,840 13F-HR Timeline Group Callodine Capital Management, LP More: the full row for Callodine Capital Management, LP 50,000 $2.53M 0.2% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 49,700 $2.51M 0.01% +1,264 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 49,474 $2.5M 0.05% +4,528 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 49,315 $2.49M 1.31% +13,367 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 49,305 $2.49M 0.12% +1,680 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 48,626 $2.46M 0.25% +23,462 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 47,983 $2.43M 0.97% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 47,612 $2.41M 1.05% +11,800 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 47,491 $2.4M 0.25% +8 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 47,321 $2.39M 0.14% -360 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 47,279 $2.39M 0.03% -105,314 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 47,244 $2.39M 0.17% -3,646 13F-HR/A Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 47,223 $2.39M 0.7% +9,784 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 47,082 $2.38M 1.69% +1,145 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 46,961 $2.38M 0.84% 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 46,945 $2.37M 0.09% -8,880 13F-HR Timeline Group ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 46,925 $2.37M 0.85% +15,046 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 46,920 $2.37M 1.15% +4,642 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 46,827 $2.37M 0.05% +18,753 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 46,504 $2.35M 0.3% 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 46,355 $2.34M 0.98% +918 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 45,909 $2.32M 0.43% +1,850 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 45,815 $2.32M 0.17% +19,459 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 44,442 $2.25M 1.34% 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 44,340 $2.24M 0.08% -65 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 44,217 $2.24M 1.53% +2,692 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 44,195 $2.24M 0.16% -10,835 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 44,126 $2.23M 0.22% -12,952 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 43,936 $2.22M 0.56% +1,412 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 43,613 $2.21M 1.38% 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 43,411 $2.2M 0.31% +2,207 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 43,065 $2.18M 1.59% +5,000 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 42,748 $2.16M <0.01% -29,595 13F-HR Timeline Group EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 42,619 $2.16M 0.57% +5,001 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 42,615 $2.16M 0.81% +12,575 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 42,506 $2.15M 0.17% 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 42,292 $2.14M 1.15% -54,098 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 42,201 $2.13M 0.52% +7,665 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 42,146 $2.13M 1.04% +6,655 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 41,831 $2.12M 0.51% -4,226 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 41,638 $2.11M 2.27% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 40,973 $2.07M 0.08% +40,959 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 40,914 $2.07M 0.64% +31,726 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 40,000 $2.02M 0.06% +30,000 13F-HR Timeline American Trust More: the full row for American Trust 39,587 $2M 0.17% -4,189 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 39,200 $1.98M 0.03% +616 13F-HR/A Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 38,275 $1.94M 0.09% +1,386 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 36,525 $1.92M <0.01% +7,177 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 37,588 $1.9M <0.01% +28,449 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 37,387 $1.89M 0.46% -1,776 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 37,288 $1.89M 0.32% -34,269 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 37,115 $1.88M 0.42% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 35,901 $1.82M 0.75% +218 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 35,599 $1.8M 0.68% +4,307 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 35,450 $1.79M 0.07% +10,420 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 35,205 $1.78M 2.06% 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 35,165 $1.78M 1.54% +580 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 35,115 $1.78M 0.89% +11,558 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 34,358 $1.74M 0.95% -7,634 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 34,217 $1.73M 0.11% +39 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 34,197 $1.73M 1.21% +12,505 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 33,875 $1.71M 0.06% -8,447 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 33,190 $1.68M 0.1% +300 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 33,132 $1.68M 0.6% +17,476 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 32,868 $1.66M 1.22% -1,169 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 32,860 $1.66M 0.02% 0 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 32,828 $1.66M 0.05% +5,701 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 32,803 $1.66M 0.02% +1,200 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 32,553 $1.65M 0.21% +2,492 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 32,497 $1.64M 0.39% -5,028 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 32,247 $1.63M 0.13% +2,109 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 32,213 $1.63M 0.19% +930 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 32,174 $1.63M 0.55% -5,300 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 31,520 $1.59M 0.28% +4,441 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 31,171 $1.58M 1.37% -1,824 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 31,038 $1.57M 0.71% +3,305 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 30,959 $1.57M 0.89% -7,012 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 30,879 $1.56M 0.24% -144 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 30,699 $1.55M 0.05% +3,556 13F-HR Timeline Group Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 30,480 $1.54M 0.22% -21,695 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 30,172 $1.53M 0.05% -20,522 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 30,080 $1.52M 0.27% +6,832 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 30,043 $1.52M 0.01% +255 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 29,908 $1.51M 0.43% +8,895 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 29,851 $1.51M 0.11% +3,863 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 29,623 $1.5M 0.04% -1,004 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 29,570 $1.5M 0.03% -5,508 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 29,488 $1.49M 0.01% +25,193 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 29,301 $1.48M 0.2% +2,251 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 28,891 $1.46M 0.08% -8,368 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 28,860 $1.46M 1.37% 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 28,798 $1.46M 0.03% -2,279 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 28,574 $1.45M 0.41% -1,643 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 28,258 $1.43M 1.18% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 27,717 $1.4M 0.11% +4,470 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 26,951 $1.36M 0.09% -2,094 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 26,870 $1.36M 1.1% 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 26,599 $1.35M 0.2% -825 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 26,589 $1.34M 0.4% -240 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 26,020 $1.32M 1.12% +11,150 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 25,763 $1.3M <0.01% -1,316 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 25,576 $1.29M 0.14% -2,202 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 25,557 $1.29M 0.28% 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 25,457 $1.29M 0.18% +6,060 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 25,304 $1.28M 0.71% +626 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 25,016 $1.27M 0.1% -1,374 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 24,694 $1.25M 0.04% -843 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 24,582 $1.24M 0.02% +739 13F-HR/A Timeline KG Capital Management More: the full row for KG Capital Management 24,436 $1.24M 0.32% +2,244 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 24,417 $1.24M 1.57% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 24,411 $1.23M 0.11% -2,241 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 24,359 $1.23M 0.02% +8,130 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 24,350 $1.23M 0.48% +3,960 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 24,320 $1.23M 0.15% +400 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 24,276 $1.23M 0.02% +5,350 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 22,992 $1.16M 0.04% +9,919 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 22,456 $1.14M 0.22% new 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 22,226 $1.12M 0.11% -2,038 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 22,165 $1.12M <0.01% 0 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 22,157 $1.12M 0.11% +2,701 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 22,002 $1.11M <0.01% +11,780 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 21,893 $1.11M 0.82% +5,035 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 21,492 $1.09M 0.53% +931 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 21,360 $1.08M 0.18% +5,864 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 21,173 $1.07M 0.36% +2,097 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 20,874 $1.06M 0.61% +319 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 20,867 $1.06M 0.02% +1,617 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 20,848 $1.05M 0.08% +1,610 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 20,621 $1.04M 0.23% -908 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 20,554 $1.04M 0.13% +3,276 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 20,416 $1.03M 0.18% +595 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 20,344 $1.03M 0.11% +11,467 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 20,295 $1.03M 0.11% -3,238 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 20,189 $1.02M 0.66% +2,068 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 20,180 $1.02M 0.02% 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 20,110 $1.02M 0.05% +8,040 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 20,105 $1.02M 0.36% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 20,032 $1.01M 0.27% +12,336 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 20,060 $1.01M 0.4% -69 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 19,854 $1M 0.07% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 19,800 $1M <0.01% +500 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 19,743 $999K 0.27% +4,953 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 19,740 $998K <0.01% +1,270 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 19,640 $993K <0.01% +84 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 19,268 $975K 0.83% +778 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 19,230 $973K 0.14% -715 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 18,639 $943K 0.06% -1,699 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 18,226 $922K 0.03% -17,794 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 18,214 $921K 0.42% +58 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 18,204 $921K 0.26% +569 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 18,000 $910K 0.26% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 17,823 $902K 0.21% -8,957 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 17,679 $894K 0.02% +99 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 17,472 $884K 0.28% -5,182 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 17,410 $881K 0.07% -570 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 17,349 $877K 0.03% -3,029 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 17,140 $867K 0.11% +410 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 17,047 $862K 0.54% 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 16,941 $857K 0.02% -3,104 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 16,778 $849K <0.01% -615 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 16,729 $846K 0.3% +291 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 16,630 $841K 0.01% -2,235 13F-HR Timeline Group PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 16,548 $837K 0.14% +1,425 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 16,523 $836K 0.05% +9,713 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 16,459 $832K 0.35% new 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 16,044 $812K 0.67% -8,589 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 15,902 $804K 0.11% +1,000 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 15,845 $801K 0.06% +5,008 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 15,820 $800K 0.04% +1,340 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 15,738 $796K 0.21% -5,185 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 15,706 $794K 0.16% -224 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 15,677 $793K 0.82% 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 15,568 $787K 0.43% new 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 15,312 $776K 0.19% new 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 15,178 $768K 0.69% 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 15,079 $763K 0.17% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 14,841 $751K 0.04% +2,299 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 14,723 $744K 0.12% +1,248 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 14,535 $735K 0.22% 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 14,300 $723K 0.12% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 14,047 $713K 0.02% +1,780 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 13,980 $707K 0.02% new 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 13,554 $686K 0.08% +59 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 13,438 $680K <0.01% -1,427 13F-HR/A Timeline Group BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 13,373 $676K 0.28% -14,165 13F-HR Timeline Safe Harbor Wealth Advisors, LLC More: the full row for Safe Harbor Wealth Advisors, LLC 13,229 $671K 0.65% 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 13,178 $667K 0.05% 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 13,032 $659K 0.54% +2,586 13F-HR Timeline