Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 6,503 $2.41M 2.07% +217 13F-HR Timeline 9823 Capital, L.P. More: the full row for 9823 Capital, L.P. 6,500 $2.41M 1.82% -107 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 6,498 $2.41M 0.45% -3,053 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 6,495 $2.4M 1.12% +808 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 6,495 $2.4M 0.81% +357 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 6,494 $2.4M 0.66% +216 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 6,493 $2.4M 0.53% +1 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 6,493 $2.4M 1.22% +115 13F-HR Timeline Round Hill Asset Management More: the full row for Round Hill Asset Management 6,488 $2.4M 1.57% -106 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 6,484 $2.4M 0.38% -130 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 6,484 $2.4M 1.19% +181 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 6,477 $2.4M 1.17% -223 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 6,472 $2.4M 0.36% -27,386 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 6,470 $2.39M 0.33% +434 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 6,467 $2.39M 2.03% +330 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 6,466 $2.39M 0.34% -655 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 5,862 $2.39M 1.5% +792 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 6,457 $2.39M 0.66% -80 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 6,452 $2.39M 0.49% -9,112 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 6,201 $2.38M 1.95% +907 13F-HR Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 6,440 $2.38M 2.25% +75 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 6,432 $2.38M 0.56% -434 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 6,427 $2.38M 0.65% +2,229 13F-HR Timeline Group Schorn Wealth LLC More: the full row for Schorn Wealth LLC 6,421 $2.38M 0.72% +9 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 6,420 $2.38M 0.93% +40 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 6,420 $2.38M 0.27% +114 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 6,415 $2.37M 0.23% -155 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 6,414 $2.37M 0.64% +5,242 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 6,412 $2.37M 0.96% +144 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 6,410 $2.37M 0.94% +65 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 6,402 $2.37M 2.27% -1,927 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 6,400 $2.37M 2.02% -90 13F-HR Timeline ARK Investment Management LLC in group ARK Investment Management LLC More: the full row for ARK Investment Management LLC 6,399 $2.37M 0.02% -448 13F-HR Timeline Group Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 6,393 $2.37M 1.9% -1,597 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 6,391 $2.37M 0.59% -106 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 6,385 $2.36M 0.2% +40 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 6,376 $2.36M 0.45% -156 13F-HR Timeline Per Stirling Capital Management, LLC. 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More: the full row for Grant Street Asset Management, Inc. 6,372 $2.36M 0.45% +47 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 6,370 $2.36M 0.65% +331 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 6,369 $2.36M 0.89% +28 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6,368 $2.36M 0.84% +87 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 6,365 $2.36M 0.66% -45 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 6,365 $2.36M 1.13% +7 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 6,360 $2.35M 0.97% -3,081 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 6,344 $2.35M 0.08% +183 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 6,336 $2.35M 0.4% -112 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,336 $2.35M 1.23% -1,941 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 6,325 $2.34M 0.53% -969 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 6,314 $2.34M 1.22% +4,181 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 6,308 $2.34M 2.29% -1,367 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 6,307 $2.33M 1.56% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 6,305 $2.33M 0.53% -49 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 6,304 $2.33M 0.55% -1,058 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 6,300 $2.33M 0.51% -212 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 6,279 $2.32M 0.38% -12 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 6,279 $2.32M 1.55% 0 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 6,271 $2.32M 1.79% +769 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 6,257 $2.32M 0.95% -596 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 5,449 $2.32M 0.77% +276 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 6,247 $2.31M 1.21% 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 6,242 $2.31M 1.99% +369 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 6,186 $2.31M 1.14% +1,212 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 6,233 $2.31M 1.38% +1,184 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 6,229 $2.31M 1.63% +20 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 6,224 $2.3M 0.86% -203 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 6,224 $2.3M 1.77% +2,104 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 6,219 $2.3M 1.55% +6 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 6,168 $2.3M 0.57% +3,749 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 6,207 $2.3M 1.39% -1,000 13F-HR Timeline Castellan Group More: the full row for Castellan Group 6,200 $2.3M 0.32% -10,919 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 6,192 $2.29M 1.66% +780 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 6,180 $2.29M 1.23% -626 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 6,178 $2.29M 0.89% -1,891 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 6,178 $2.29M 0.22% -2,476 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 6,173 $2.28M 1.03% -8 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 6,169 $2.28M 0.52% -986 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 6,160 $2.28M 2.09% +1,168 13F-HR Timeline FORMULATE FINANCIAL LLC More: the full row for FORMULATE FINANCIAL LLC 6,149 $2.28M 2.81% -75 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 6,146 $2.28M 1.5% -193 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 6,143 $2.27M 1.43% -613 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 6,140 $2.27M 0.57% +172 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 6,132 $2.27M 1.97% +1,147 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 6,129 $2.27M 0.75% +250 13F-HR/A Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 6,114 $2.26M 0.32% -113 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 6,107 $2.26M 2.15% +227 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 6,096 $2.26M 0.29% -30 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 6,090 $2.25M 0.91% -118 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 6,088 $2.25M 0.66% +145 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 6,087 $2.25M 1.67% +743 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 6,082 $2.25M 0.3% -360 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 6,079 $2.25M 0.14% -47 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 6,074 $2.25M 2.22% +42 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 6,068 $2.25M 0.97% -648 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 6,061 $2.24M 1.48% +69 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 6,060 $2.24M 1.5% +77 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 6,055 $2.24M 1.71% -2,573 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 6,053 $2.24M 0.61% -391 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 6,052 $2.24M 0.26% +24 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 6,052 $2.24M 0.49% +928 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 6,046 $2.24M 1% -802 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 6,035 $2.23M 0.36% -2,600 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 6,034 $2.23M 0.77% +1,977 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 6,032 $2.23M 1.02% -1,289 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 6,029 $2.23M 1.4% -3,221 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6,021 $2.23M 0.16% -61,759 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 6,000 $2.22M 0.23% 0 13F-HR Timeline K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 6,000 $2.22M 0.23% new 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 5,994 $2.22M 1.81% +1,719 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 5,990 $2.22M +45 Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 5,989 $2.22M 1.26% -142 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 5,984 $2.21M 0.79% -17 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 5,980 $2.21M 0.17% +271 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 5,973 $2.21M 1.89% -2,692 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 5,972 $2.21M 0.58% -15 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 5,972 $2.21M 0.65% +343 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 5,972 $2.21M 0.33% -214 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 5,417 $2.21M 1.76% -78 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 5,953 $2.2M 0.15% -360 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 5,952 $2.2M 1.31% +299 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 5,951 $2.2M 0.97% +567 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5,351 $2.2M 0.29% +484 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 5,943 $2.2M 0.55% -629 13F-HR Timeline Guided Capital Wealth Management, LLC More: the full row for Guided Capital Wealth Management, LLC 5,933 $2.2M 1.45% +239 13F-HR Timeline Crumly & Associates Inc. 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More: the full row for RS CRUM INC. 5,844 $2.16M 0.42% +91 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 5,833 $2.16M 1.02% -289 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 5,835 $2.16M 1.38% +87 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 5,827 $2.16M 1.73% +194 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 6,007 $2.16M 1.84% +603 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 5,816 $2.15M 0.65% +332 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 5,802 $2.15M 0.23% +630 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 5,800 $2.15M 1.46% -71 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 5,797 $2.15M 0.76% -16,335 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 5,796 $2.15M 0.95% 0 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 5,789 $2.14M 0.62% +1,648 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 5,037 $2.14M 0.63% +189 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 5,775 $2.14M 0.64% -910 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 5,773 $2.14M 0.24% +652 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 5,765 $2.13M 1.31% -513 13F-HR Timeline Group Silverberg Bernstein Capital Management… More: the full row for Silverberg Bernstein Capital Management LLC 5,762 $2.13M 1.17% 0 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 5,758 $2.13M 1.01% +669 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 5,752 $2.13M 1.3% +695 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 5,751 $2.13M 0.79% +1,105 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 5,747 $2.13M 1.37% +1,154 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 5,745 $2.13M 0.58% -175 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 5,734 $2.12M 2.18% -67 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 5,725 $2.12M 1.15% +819 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 5,721 $2.12M 2.08% +726 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 5,720 $2.12M 0.2% +4,468 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 5,720 $2.12M 1.56% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 5,712 $2.11M 1.84% +89 13F-HR Timeline Stolper Co More: the full row for Stolper Co 29,873 $2.11M 0.6% +13,936 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 5,697 $2.11M 1.13% +1,605 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 5,697 $2.11M 0.66% 0 13F-HR Timeline Broadway Wealth Solutions, Inc. 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