WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 40,910 $2.1M 0.58% -1,914 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 40,899 $2.08M 0.02% -54,842 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 40,854 $2.08M 0.02% +9,171 13F-HR Timeline Group Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 40,658 $2.07M 0.19% +28,357 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 40,656 $2.07M 0.03% +17,644 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 40,474 $2.06M 1.33% +5 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 40,219 $2.04M 0.85% +1,525 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 40,144 $2.04M 0.07% -287 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 39,934 $2.03M 1.65% -211 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 39,847 $2.02M 0.51% new 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 39,756 $2.02M 0.78% +1,000 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 39,410 $2M 0.1% +3,034 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 39,243 $1.99M 1.11% -1,411 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 39,031 $1.98M 2.08% -25,029 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 38,895 $1.98M 0.56% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 37,983 $1.93M 0.06% +20,614 13F-HR Timeline Group Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 37,615 $1.91M 0.66% +1,407 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 37,602 $1.91M 0.65% -2,211 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 37,567 $1.91M 0.16% -3,823 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 37,141 $1.89M 0.31% +1,823 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 37,098 $1.89M 0.03% +2,711 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 37,032 $1.88M 0.37% -60,941 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 36,593 $1.86M 0.14% new 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 36,475 $1.85M 0.04% +31,438 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 36,420 $1.85M 0.6% +1,348 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 36,029 $1.83M 0.41% +1,783 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 35,947 $1.83M 0.01% +30,487 13F-HR Timeline Koshinski Asset Management, Inc. 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More: the full row for VALLEY WEALTH MANAGERS, INC. 31,813 $1.62M 0.1% -5,037 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 31,724 $1.61M 0.04% +402 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 31,432 $1.6M 0.09% new 13F-HR/A Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 30,885 $1.57M <0.01% +16,313 13F-HR Timeline Group BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 30,855 $1.57M 0.44% 0 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 30,844 $1.57M 1.13% -1,793 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 30,548 $1.55M 0.02% +23,048 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 30,084 $1.53M 0.6% +1,675 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 30,081 $1.53M 0.29% +412 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 29,934 $1.52M 0.76% -319 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 29,684 $1.51M 0.99% -793 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 29,544 $1.5M 0.02% +2 13F-HR Timeline Group VectorGlobal IAG, Inc. 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More: the full row for Pekin Hardy Strauss, Inc. 27,565 $1.4M 0.15% -100 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 27,502 $1.4M 0.67% +385 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 27,436 $1.39M 0.3% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 27,430 $1.39M 0.02% -7 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 27,247 $1.38M 0.04% +8,290 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 26,832 $1.36M 0.11% -2,741 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 26,775 $1.36M 0.3% -16,637 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 26,616 $1.35M 0.06% -4,489 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 25,969 $1.34M 1.29% +155 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 26,392 $1.34M 0.12% -2,265 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 26,329 $1.34M 0.1% +237 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 26,310 $1.34M <0.01% new 13F-HR Timeline Group SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 26,275 $1.34M 0.48% +1,788 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 26,106 $1.33M 0.15% -659 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 25,880 $1.31M 0.28% +2,452 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 25,866 $1.31M <0.01% new 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 25,817 $1.31M 0.01% +20,591 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 25,648 $1.3M 0.9% +20,134 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 25,543 $1.3M 0.52% -221 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 24,353 $1.24M 0.3% new 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 24,109 $1.22M 0.55% -434 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 24,099 $1.22M 0.07% +13,370 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 23,829 $1.21M <0.01% +2,448 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 23,639 $1.2M 0.01% -3,615 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 23,133 $1.18M 0.01% +9,514 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 22,575 $1.15M 0.32% 0 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 22,339 $1.14M 0.62% +4,641 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 22,014 $1.12M <0.01% -56,613 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 27,781 $1.12M <0.01% +3,282 13F-HR Timeline Group Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 21,834 $1.11M 0.38% +84 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 21,818 $1.11M 1.07% +11,561 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,260 $1.08M <0.01% +9,008 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 21,217 $1.08M 0.05% +8,521 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 20,682 $1.05M 0.46% -8,850 13F-HR/A Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 20,268 $1.05M 0.02% new 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 20,575 $1.05M 0.18% -534 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 20,308 $1.03M 0.06% -89 13F-HR Timeline Group Bensler, LLC More: the full row for Bensler, LLC 20,156 $1.02M 0.11% -403 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 20,129 $1.02M 0.01% +1,915 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 20,070 $1.02M 0.12% -14,830 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 19,848 $1.01M 0.01% +7,045 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 19,410 $986K 0.04% +1,421 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 19,386 $985K <0.01% -530 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 19,361 $984K <0.01% -572 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 19,310 $981K 0.08% +60 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 19,102 $971K 0.01% new 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 18,931 $962K 0.03% +619 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 18,706 $950K 0.01% -8,133 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 18,417 $936K 0.06% -796 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 17,955 $928K <0.01% -3,047 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 18,200 $925K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 18,171 $923K <0.01% +2,464 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 17,993 $914K 0.07% +1,688 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 17,730 $901K 0.06% +8,627 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 17,597 $894K 0.87% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 17,496 $889K <0.01% +421 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 17,372 $883K 0.01% new 13F-HR Timeline Group COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 17,245 $876K 0.04% +701 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 17,013 $875K 0.3% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 17,160 $872K 0.04% +840 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 17,141 $871K 0.01% -21,290 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 17,107 $869K 0.73% 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 17,084 $868K 0.65% +634 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 16,949 $861K 0.06% +180 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 16,793 $853K 0.06% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 16,695 $848K <0.01% +4,223 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 15,268 $842K 0.02% -520 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 16,557 $841K 0.04% +2,394 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 16,519 $839K 0.05% +2,708 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 16,462 $836K 0.11% -1,925 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 16,305 $828K 0.09% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 16,141 $820K 0.07% -998 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 16,118 $819K 0.02% +2,894 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 16,068 $816K 0.07% -288,058 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 15,984 $812K 0.42% +68 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 15,861 $806K <0.01% -228 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 15,703 $798K 0.21% +561 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 15,620 $794K 0.92% +6,783 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 15,317 $778K 0.33% -100 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15,039 $777K 0.05% +5,290 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 15,279 $776K 0.07% +1,175 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 15,267 $776K 0.28% -114 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 15,260 $775K <0.01% +4,706 13F-HR Timeline Group Finivi Inc. More: the full row for Finivi Inc. 15,093 $767K 0.42% +3 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14,756 $750K 0.07% +1,262 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 14,723 $748K 0.01% -304 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 14,629 $743K 0.04% +1,733 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 14,612 $742K 0.01% -1,335 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 13,047 $741K 0.06% -5,529 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 14,524 $738K 0.01% +12 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 14,502 $737K 0.1% -27 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 14,302 $727K 0.01% +194 13F-HR Timeline Group Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 14,259 $725K 0.21% +2,989 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 14,141 $719K 0.18% -2,062 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 14,114 $717K 0.03% +3,310 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 14,042 $714K 0.2% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 13,918 $707K <0.01% +3,098 13F-HR Timeline Group BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 13,788 $701K 0.32% +1,165 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 13,549 $688K 0.1% +52 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 13,451 $683K 0.22% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 13,348 $678K 0.02% -3,921 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13,226 $672K 0.01% +79 13F-HR Timeline Group TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 13,170 $669K 0.34% -1,800 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 12,744 $648K 0.01% 0 13F-HR Timeline Group Global View Capital Management LLC More: the full row for Global View Capital Management LLC 12,742 $647K 0.17% +5,066 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 12,729 $647K 0.02% -19 13F-HR Timeline Group Claris Financial LLC More: the full row for Claris Financial LLC 12,213 $621K 0.34% +4,883 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 12,201 $620K 0.01% -1,135 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 12,071 $613K 0.21% new 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 12,063 $613K 0.13% +3,348 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 12,000 $610K 0.12% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 11,916 $605K 0.1% -236,466 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 11,890 $604K 0.49% -200 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 11,806 $600K 0.01% -29 13F-HR Timeline Core Wealth Advisors, Inc. 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