GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 30,631 $1.55M 0.65% 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 30,336 $1.54M 0.72% +1,836 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 30,232 $1.53M 0.63% +25,813 13F-HR Timeline Dean, Jacobson Financial Services, LLC More: the full row for Dean, Jacobson Financial Services, LLC 30,196 $1.53M 1.18% new 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 30,102 $1.52M 0.25% -510 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 29,790 $1.51M 0.19% +867 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 29,766 $1.5M 0.46% -2,060 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 29,570 $1.5M 0.25% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 29,394 $1.49M 0.08% -12,589 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 29,514 $1.49M 1.03% -602 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 29,107 $1.47M 0.02% -130 13F-HR Timeline Group Fortress Wealth Management, Inc. 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More: the full row for ACT Advisors, LLC. 24,792 $1.26M 0.68% -151,874 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 24,749 $1.25M 0.49% +3,265 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 24,389 $1.23M 0.65% -645 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 24,384 $1.23M 0.96% +15,458 13F-HR/A Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 24,220 $1.23M 0.1% +14,838 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 23,966 $1.21M 0.54% -1,483 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 23,934 $1.21M 1.04% +1,236 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 23,704 $1.2M 0.7% -6,523 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 23,700 $1.2M 1.12% +8,680 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 23,513 $1.19M 0.31% -4,734 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 23,277 $1.18M 0.94% +3,522 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 23,074 $1.17M 0.46% +788 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 22,984 $1.16M 0.41% -1,584 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 22,874 $1.16M 0.58% -2,962 13F-HR Timeline First Heartland Consultants, Inc. 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More: the full row for Confluence Wealth Services, Inc. 21,972 $1.11M 0.07% +2,900 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 21,744 $1.1M 0.47% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 21,535 $1.09M 0.08% +1,334 13F-HR Timeline HICKS CAPITAL MANAGEMENT LLC More: the full row for HICKS CAPITAL MANAGEMENT LLC 21,460 $1.09M 1.44% 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 21,251 $1.08M 0.73% -395 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 21,249 $1.08M 0.27% +1,512 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 21,162 $1.07M 0.08% +1,433 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 20,659 $1.05M new Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 20,573 $1.04M 0.05% +1,561 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 20,533 $1.04M 1.13% -3,330 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 20,453 $1.04M 0.32% new 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 20,368 $1.03M 0.53% -941 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 20,367 $1.03M 0.54% -403 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 20,258 $1.03M 0.2% +1,430 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 19,834 $1M 0.03% +9,067 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 19,795 $1M 0.5% -100,853 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 19,769 $1M 0.14% +5,107 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 19,521 $983K 0.03% +285 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 19,274 $976K 0.02% -6,580 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 19,234 $974K 0.93% +536 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 57,718 $974K 0.7% +47,715 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 19,144 $969K 0.1% +14,004 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 18,879 $956K 0.69% -1,090 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 18,728 $948K 0.12% +50 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 18,575 $940K 0.04% +11,310 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 18,491 $936K 0.08% +3,107 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 18,319 $927K 0.52% +8,857 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 18,313 $927K 0.09% -3,357 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 18,136 $918K 0.23% +5,027 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 17,815 $902K 0.01% +7,119 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 17,813 $902K 0.15% +3,040 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 17,705 $896K 0.06% -4,210 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 17,691 $896K 0.32% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 17,627 $892K <0.01% -469 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 17,597 $891K 0.06% +1,700 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 17,534 $888K 0.01% -9,180 13F-HR Timeline Group Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 17,532 $888K 0.36% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 17,479 $885K 0.04% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 17,471 $885K 0.41% +935 13F-HR Timeline Heritage Wealth Partners, LLC More: the full row for Heritage Wealth Partners, LLC 17,306 $876K 1.34% -561 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 17,106 $866K 0.03% +3,646 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 17,000 $861K 0.46% +3,754 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 16,999 $861K 0.03% -966 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 16,957 $859K 0.04% -32 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 16,892 $855K 0.67% new 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 16,888 $855K 1.41% +8,305 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 16,773 $849K 0.1% -1,349 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 16,763 $849K 0.07% -13,630 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 16,716 $846K 0.22% -375 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 16,625 $842K 0.01% new 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 16,623 $842K <0.01% new 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 16,558 $838K 0.17% -41,743 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 16,549 $838K 0.3% -446 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 16,467 $834K 0.55% -7,816 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 16,426 $832K 0.19% -1,535 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 16,392 $830K 0.11% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 16,367 $829K 0.02% -1,249 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 16,356 $828K 0.46% new 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 16,338 $827K 0.53% -61,522 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 16,144 $817K 0.4% -1,468 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 16,139 $817K 0.26% +432 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 15,983 $809K 0.14% -199 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 15,928 $806K 0.41% -4,403 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 15,895 $805K 0.46% +142 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 15,859 $803K 0.27% +13 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 15,778 $799K 0.1% -18,259 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 15,678 $794K 0.75% +115 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 15,609 $790K 0.21% +5,611 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 15,560 $788K 0.43% +2,073 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 15,553 $785K 0.3% +489 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 15,414 $780K 0.02% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 15,322 $776K 0.33% +7,287 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 15,306 $775K 0.08% +401 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 14,991 $759K 0.22% -4,873 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 14,874 $753K 0.15% -396 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 14,812 $750K 0.06% -6,563 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 14,718 $745K 0.17% -2,800 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 14,655 $742K 0.34% -134 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 14,567 $738K 0.2% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 14,456 $732K 0.8% new 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 14,371 $728K 0.65% +4,833 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 14,252 $722K 0.07% +181 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 14,220 $720K 0.23% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 14,216 $720K 0.26% +1,125 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 14,156 $717K 0.03% -510 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 14,087 $713K 0.35% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 14,051 $711K 0.47% +4,360 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 13,898 $704K 0.04% -4,388 13F-HR/A Timeline Group Morningstar Investment Services LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Services LLC 13,843 $701K 0.13% -1,994 13F-HR Timeline Group Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 13,696 $693K 0.08% -4,430 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 13,691 $693K 0.79% +4,170 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 13,543 $686K 0.03% +4,549 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 13,364 $677K 0.06% +3,650 13F-HR Timeline Coordinated Financial Services, Inc./CO More: the full row for Coordinated Financial Services, Inc./CO 13,300 $673K 0.52% 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 13,239 $670K <0.01% +874 13F-HR Timeline Group Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 12,853 $651K 0.51% +99 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 12,836 $650K 0.02% new 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 12,632 $640K 0.26% +84 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 12,604 $638K 0.03% new 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 12,444 $630K 0.15% +194 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 12,361 $626K 0.6% -9,014 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 12,114 $613K 0.37% -48 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 12,095 $612K 0.21% new 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 12,094 $612K 0.36% -400 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 12,000 $608K 0.59% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 11,997 $607K 0.03% 0 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 11,994 $607K 0.09% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 11,938 $604K 0.06% +3,494 13F-HR/A Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 11,850 $600K 0.3% new 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 11,833 $599K 0.55% +273 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 11,769 $596K 0.03% 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 11,701 $592K 0.45% +73 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 11,624 $588K 0.23% -25,683 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 11,556 $585K 0.07% -412 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 11,511 $583K 0.02% +2,074 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. 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