NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 7,911 $3.83M 1.4% -846 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 7,894 $3.82M 1.72% +55 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 7,882 $3.81M 2.57% +3,383 13F-HR/A Timeline Advisory Resource Group More: the full row for Advisory Resource Group 7,880 $3.81M 0.67% +344 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 7,875 $3.81M 2.87% +1,047 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 7,871 $3.81M 2.5% -110 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 7,862 $3.8M 2.98% +3 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 7,851 $3.8M 0.56% -33 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 7,834 $3.79M 2.34% -22 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 7,834 $3.79M 1.64% -456 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 7,833 $3.79M 2.37% 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 7,814 $3.78M 1.39% +286 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 7,811 $3.78M 1.62% -7,761 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 7,795 $3.77M 0.99% -43 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 7,787 $3.77M 0.74% +612 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 7,787 $3.77M 1.33% -68 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 7,782 $3.76M 0.34% 0 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 7,765 $3.76M 1.98% +833 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 7,765 $3.76M 2.03% -358 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 7,760 $3.75M 3.6% 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 7,760 $3.75M 0.64% -748 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 7,755 $3.75M 0.71% +432 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 7,752 $3.75M 1.8% 13F-HR/A Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 7,724 $3.74M 1.8% +9 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 7,723 $3.74M 2.76% -7,333 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 7,720 $3.73M 0.7% +393 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 7,707 $3.73M 2.7% -48 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 7,706 $3.73M 2.96% -10 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 7,704 $3.73M 1.82% +99 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 7,701 $3.72M 3.57% -25 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 7,699 $3.72M 2.04% +434 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 7,689 $3.72M 1.93% -45 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 7,675 $3.71M 3.67% 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 7,676 $3.71M 2.28% +3 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 7,674 $3.71M 2.52% +25 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 7,674 $3.71M 1.9% +82 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 7,674 $3.71M 3.47% 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 7,660 $3.7M 0.64% -27 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 7,650 $3.7M 1.44% +333 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 7,647 $3.7M 2.67% +13 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 7,662 $3.69M 1.7% 0 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 7,623 $3.69M 4.11% +257 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 7,621 $3.69M 2.5% -795 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 7,617 $3.68M 0.86% +1,467 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 7,616 $3.68M 0.7% +2,158 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 7,614 $3.68M 3.19% 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 7,602 $3.68M 0.27% +1,238 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 7,597 $3.67M 3.66% 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 7,594 $3.67M 2.41% +12 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 7,594 $3.67M 2.41% 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 7,588 $3.67M 1.27% -127 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 7,579 $3.67M 2.77% +357 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 7,568 $3.66M 3.46% -70 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 7,563 $3.66M 1.1% +2,352 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 7,560 $3.66M 1.68% -30 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 7,545 $3.65M 5.54% +97 13F-HR Timeline Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 7,545 $3.65M 1.94% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 7,540 $3.65M 0.31% -233 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 7,536 $3.64M 0.69% +424 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 7,534 $3.64M 1.53% -123 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 7,924 $3.64M 2.57% -527 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 7,525 $3.64M 3.27% -108 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 7,522 $3.64M 1.61% +177 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 7,499 $3.63M 0.88% +1,856 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 7,480 $3.62M 2.13% -117 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 7,472 $3.61M 0.93% +9 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 7,457 $3.61M 2.12% -3 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 7,457 $3.61M 0.86% +4,211 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 7,455 $3.61M 3.17% +300 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 7,453 $3.6M 0.91% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 8,094 $3.6M 0.73% -44 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 8,368 $3.6M 1.37% +24 13F-HR/A Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 7,445 $3.6M 1.28% -2,511 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 7,444 $3.6M 0.77% +835 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 7,437 $3.6M 2.05% +308 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 7,428 $3.59M 1.78% +82 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 7,581 $3.59M 1.04% +263 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 7,620 $3.58M 2.24% -339 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 8,899 $3.58M 1.48% +111 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 7,387 $3.57M 2.22% -339 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 7,386 $3.57M 3.55% 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 7,366 $3.56M 1.71% +6 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 7,362 $3.56M 0.85% +78 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 7,361 $3.56M 1.14% +542 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 7,349 $3.55M 3.51% 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 7,340 $3.55M 1.99% -1,200 13F-HR Timeline AK GLOBAL ASSET MANAGEMENT, LLC More: the full row for AK GLOBAL ASSET MANAGEMENT, LLC 7,335 $3.55M 3.1% 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 7,321 $3.54M 1.56% +210 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 7,312 $3.54M 1.37% +296 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 7,309 $3.53M 0.22% +1,492 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 7,307 $3.53M 1.76% +945 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 7,306 $3.53M 1.5% -306 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 7,300 $3.53M 2.99% -568 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 7,294 $3.53M 0.83% +356 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 7,293 $3.53M 0.63% -101 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 7,289 $3.53M 0.14% -135,034 13F-HR Timeline Geo Capital Gestora de Recursos Ltd More: the full row for Geo Capital Gestora de Recursos Ltd 7,274 $3.52M 7.27% -3,322 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 7,273 $3.52M 0.89% +61 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 7,270 $3.52M 2.37% +137 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 7,268 $3.52M 0.96% 0 13F-HR/A Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 7,267 $3.51M 2.4% -410 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 7,266 $3.51M 0.88% +214 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 7,263 $3.51M 1.05% +2 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 7,254 $3.51M 2.43% +14 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 7,252 $3.51M 2.29% +298 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 7,250 $3.51M 2.53% +199 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 7,250 $3.51M 4.15% 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 7,248 $3.51M 0.88% +782 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 7,221 $3.49M 0.55% -59 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 7,208 $3.49M 0.05% -274 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 7,207 $3.49M 2.01% -359 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 7,203 $3.48M 1.48% -138 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 7,200 $3.48M 2.49% -14 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 7,192 $3.48M 0.72% -91 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 7,192 $3.48M 1.46% +1 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 7,186 $3.48M 1.4% -256 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 7,177 $3.47M 1.89% -68 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 7,166 $3.47M 0.08% -906 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 7,530 $3.46M 2.41% -4,602 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 7,145 $3.46M 2.76% -443 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 7,155 $3.46M 0.86% 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 7,152 $3.46M 3.16% +45 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 7,144 $3.46M 1.86% -395 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 7,139 $3.45M 2.1% -113 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 8,606 $3.45M 2.51% -419 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 7,138 $3.45M 0.76% -41 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 7,132 $3.45M 2.07% -15 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 7,129 $3.45M 3.3% 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 7,121 $3.44M 0.49% +116 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 7,118 $3.44M 1.08% -142 13F-HR Timeline Reliant Wealth Planning More: the full row for Reliant Wealth Planning 7,110 $3.44M 1.07% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 6,547 $3.44M 1.57% 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 7,101 $3.43M 0.93% -449 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 7,095 $3.43M 0.59% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 7,082 $3.42M 0.73% -178 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 7,077 $3.42M 1.56% +169 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 7,076 $3.42M 1% -120 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 7,070 $3.42M 1.06% +199 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 7,062 $3.42M 1.59% -21 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 7,043 $3.41M 2.58% -296 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 7,201 $3.41M 0.53% 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 7,027 $3.4M 1.66% +127 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 7,025 $3.4M 2.22% +211 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 7,433 $3.39M 0.3% +107 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 7,016 $3.39M 0.91% -142 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 7,006 $3.39M 1.15% +492 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 6,998 $3.38M 0.48% +919 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 6,997 $3.38M 2.32% +29 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 6,993 $3.38M 0.45% -500 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 6,986 $3.38M 0.29% -2,310 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 6,985 $3.38M 1.59% 0 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 6,971 $3.37M 1.7% +46 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 6,968 $3.37M 1.23% -106 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 6,963 $3.37M 1.5% -7 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 6,961 $3.37M 1.71% +79 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 6,955 $3.36M 0.68% -399 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 6,955 $3.36M 1.2% -59 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 6,950 $3.36M 1.99% +93 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 6,935 $3.35M 0.69% +71 13F-HR Timeline Ahara Advisors LLC More: the full row for Ahara Advisors LLC 6,934 $3.35M 3.05% 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 6,930 $3.35M 0.46% -191 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 6,903 $3.34M 0.88% +546 13F-HR Timeline Investment Insight Wealth Management, L… More: the full row for Investment Insight Wealth Management, LLC 6,902 $3.34M 3.28% 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 6,898 $3.34M 0.82% +51 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 7,506 $3.33M 2.67% +529 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 6,888 $3.33M 1.05% -29 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 6,885 $3.33M 0.56% +294 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 6,883 $3.33M 2.34% +487 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 6,872 $3.32M 2.72% 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 6,868 $3.32M 0.46% -227 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 6,866 $3.32M 0.78% -91 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 8,054 $3.32M 1.25% +131 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 6,858 $3.32M 2.05% +3 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 6,854 $3.31M 0.58% +1,244 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 6,854 $3.31M <0.01% -994 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 6,853 $3.31M 1.31% -409 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 6,848 $3.31M 1.26% +625 13F-HR Timeline ARK Investment Management LLC in group ARK Investment Management LLC More: the full row for ARK Investment Management LLC 6,847 $3.31M 0.02% +723 13F-HR Timeline Group GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 6,816 $3.3M 1% -325 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 6,815 $3.3M 0.82% +1,603 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 6,815 $3.3M 2.23% +46 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 6,806 $3.29M 1.77% -55 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 6,789 $3.28M 1.8% +9 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 6,775 $3.28M 3.19% 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 6,765 $3.27M 0.49% -102 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 6,756 $3.27M 1.99% +128 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 6,826 $3.27M 0.41% -77 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 6,753 $3.27M 2.24% +556 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 6,753 $3.27M 0.7% +695 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 6,749 $3.26M 2.25% -3 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 6,739 $3.26M 0.64% +231 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 6,727 $3.25M 1.95% 0 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 6,724 $3.25M 0.76% +288 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 6,721 $3.25M 1.73% +549 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 6,718 $3.25M 1.97% 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 6,716 $3.25M 1.31% -180 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 6,714 $3.25M 2.41% 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 7,833 $3.24M 0.4% +4 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 6,700 $3.24M 1.51% -25 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 6,423 $3.24M 0.78% +2,068 13F-HR Timeline