ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 3,189,654 $136M 0.04% -58,599 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,611,487 $74M 0.57% +74,431 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 1,082,442 $49.7M 0.05% -27,202 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 709,499 $32.6M 0.08% -25,491 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 700,486 $32.1M 0.04% +101,651 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 616,836 $28.3M 0.04% -45,162 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 608,245 $27.9M 0.01% +5,069 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 457,989 $21M 0.02% -13,519 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 280,031 $12.9M 0.01% -15,815 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 250,338 $11.5M 0.04% -64,924 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 248,963 $11.4M <0.01% -8,944 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 243,140 $11.2M <0.01% -6,470 13F-HR Timeline Group Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 235,490 $10.8M 1.6% -5,362 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 204,353 $9.38M 0.04% -7,511 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 171,359 $7.86M 0.54% +2,758 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 155,922 $7.16M 0.01% -119 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 147,549 $6.77M 0.22% -870 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 142,709 $6.55M 0.13% -117,054 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 139,796 $6.42M 0.06% -690,660 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 134,093 $6.15M 0.01% +3,684 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 130,442 $5.99M 0.69% -1,350 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 124,245 $5.7M 0.17% -1,255 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 117,857 $5.41M 0.01% +21,167 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 112,864 $5.18M 1.37% -3,855 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 111,207 $5.1M 0.46% -4,274 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 0 $5.01M 0.01% -109,233 13F-HR Timeline Group Amount filed as zero, left out of ratios. Atria Investments, Inc More: the full row for Atria Investments, Inc 104,353 $4.79M 0.05% +49,843 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 103,679 $4.76M <0.01% +37,660 13F-HR Timeline Group First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 99,648 $4.57M 0.64% -126 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 98,203 $4.51M 0.01% -17,960 13F-HR/A Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 86,581 $3.97M 0.2% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 84,937 $3.9M 0.09% 0 13F-HR Timeline Group Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 82,532 $3.79M 0.74% -187 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 80,604 $3.7M 0.42% -3,487 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 77,697 $3.57M 1.66% -242 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 77,652 $3.56M 0.47% -581 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 77,439 $3.55M 0.03% -4,348 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 76,809 $3.52M 1.62% -1,087 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 76,508 $3.5M 0.76% +6,885 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 72,451 $3.32M 0.79% -393 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 71,470 $3.28M 1.53% -135 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 69,115 $3.19M 1.15% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 69,528 $3.19M 0.02% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 66,032 $3.03M 0.06% -10,089 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 63,237 $2.9M 0.01% +11,006 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 63,036 $2.89M 0.64% -1,200 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 67,710 $2.88M 0.63% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 62,268 $2.86M <0.01% +28,322 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 60,800 $2.79M 0.05% -4,000 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 59,748 $2.74M 0.48% -375 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 59,335 $2.72M 2.13% -349 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 58,272 $2.67M 0.04% -3,137 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 58,066 $2.66M 0.55% -124 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 54,072 $2.48M 0.03% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 53,204 $2.44M 0.01% +1,302 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 52,956 $2.43M 0.12% -1,110 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 51,745 $2.37M 0.43% -300 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 50,632 $2.32M 0.37% -1,848 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 50,400 $2.31M 0.84% -6,585 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 49,939 $2.29M 0.98% -265 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 48,872 $2.24M <0.01% +43,567 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 48,150 $2.21M <0.01% -17,317 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 47,276 $2.17M 0.03% +667 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 47,155 $2.16M 0.99% -5,787 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 46,034 $2.11M 0.02% -225 13F-HR Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 45,848 $2.1M 0.5% -200 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 44,543 $2.04M <0.01% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 44,055 $2.02M 0.12% -2,000 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 43,545 $2M 0.02% -2,835 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 43,030 $1.97M 0.74% +1,677 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 42,630 $1.96M 1.8% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 41,801 $1.92M 0.02% -770 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 40,164 $1.84M 0.05% +25,816 13F-HR Timeline Liberty Atlantic Advisors LLC More: the full row for Liberty Atlantic Advisors LLC 39,665 $1.82M 1.31% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 37,391 $1.72M 0.14% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 36,777 $1.69M 0.02% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 35,000 $1.61M <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 34,367 $1.58M 0.01% -32,309 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 33,367 $1.54M <0.01% -10,057 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 33,497 $1.54M 0.02% -5,114 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 33,399 $1.53M 0.03% +21,873 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 33,217 $1.52M 0.01% -7,712 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 31,751 $1.46M 0.15% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 31,610 $1.45M 0.15% -32,854 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 30,776 $1.41M 0.15% 0 13F-HR Timeline Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 29,324 $1.35M 0.91% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 28,994 $1.33M 0.61% -312 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 27,358 $1.26M 0.02% -250 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 28,059 $1.19M 0.21% -1,649 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 25,724 $1.18M 0.49% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 25,194 $1.16M 0.07% -525 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 24,966 $1.15M 0.05% -485 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 24,313 $1.12M 0.01% +15,997 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 24,208 $1.11M 0.02% -3,861 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 23,678 $1.09M 0.14% -116 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 22,950 $1.05M 0.1% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 21,972 $1.01M 0.02% -62 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 21,701 $996K 0.01% 0 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 21,285 $977K 0.48% -525 13F-HR Timeline BFI Wealth Solutions, LLC More: the full row for BFI Wealth Solutions, LLC 21,165 $971K 0.72% -515 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 20,984 $963K 0.3% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 20,922 $960K 0.02% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 20,849 $957K 0.03% -773 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 20,736 $952K <0.01% +10,009 13F-HR Timeline Group TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 19,310 $886K 0.54% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 18,990 $871K 0.01% -1,748 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 18,676 $857K 0.03% -109 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 19,526 $853K 0.01% +2,083 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 18,052 $829K +9,026 Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 17,601 $808K 0.04% -3,663 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 17,535 $805K 0.02% -226 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 17,266 $792K 0.06% 0 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 17,266 $792K 0.27% -100 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 16,958 $778K 0.02% +5,278 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 16,205 $744K 0.43% -16,205 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 16,164 $742K 0.11% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 16,050 $737K 0.03% 0 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 15,597 $716K 0.31% -1,452 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 15,500 $710K <0.01% -180 13F-HR Timeline Group WPWealth LLP More: the full row for WPWealth LLP 15,320 $703K 0.1% 0 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 14,991 $688K 0.37% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 14,729 $676K 0.25% 0 13F-HR Timeline NewCorp Financial Services, Inc. More: the full row for NewCorp Financial Services, Inc. 14,452 $663K 0.51% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 14,305 $656K 0.08% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 14,174 $650K 0.51% -1,000 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 13,622 $625K 0.01% -358 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 13,582 $623K 0.04% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 13,430 $616K 0.07% -4,520 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 13,368 $613K <0.01% 0 13F-HR/A Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 13,250 $608K <0.01% new 13F-HR Timeline Group Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 12,979 $596K 0.07% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 12,380 $568K 0.11% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 12,234 $561K 0.02% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 12,230 $561K 0.01% 0 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 11,838 $543K 0.07% 0 13F-HR/A Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 11,601 $532K 0.04% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 11,550 $530K 0.17% -920 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 11,531 $529K 0.01% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 11,366 $522K <0.01% -91 13F-HR/A Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 11,292 $518K 0.12% 0 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 11,100 $509K 0.25% -100 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 10,950 $502K 0.16% 0 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 10,948 $502K 0.03% 0 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 10,708 $491K 0.03% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 10,703 $491K 0.1% -701 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 10,612 $487K 0.1% -2,600 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 9,927 $456K 0.03% -329 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,925 $455K 0.01% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 9,755 $448K <0.01% -1,800 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 9,346 $429K 0.02% -59 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 9,283 $426K 0.09% +40 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 9,193 $422K 0.03% -755 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 9,158 $420K 0.24% -250 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 9,038 $415K 0.1% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 8,507 $390K 0.11% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 8,165 $375K <0.01% +314 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,148 $374K 0.02% -145 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,080 $371K 0.01% -594 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 8,000 $367K <0.01% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,789 $357K <0.01% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 7,336 $339K 0.15% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 7,232 $332K 0.04% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 7,074 $324K 0.08% +129 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 6,908 $317K 0.02% 0 13F-HR Timeline Cornerstone Wealth, LLC/TN More: the full row for Cornerstone Wealth, LLC/TN 6,722 $311K 0.16% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 6,764 $310K 0.09% 0 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 6,696 $307K 0.14% 0 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 6,617 $304K 0.05% +225 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,295 $289K 0.01% -1,187 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,208 $285K <0.01% 0 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 6,137 $282K 0.16% -700 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 5,966 $274K 0.03% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 5,908 $271K 0.03% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,851 $269K <0.01% -156 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,830 $268K 0.02% -1,711 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 5,808 $267K 0.11% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,766 $265K <0.01% 0 13F-HR Timeline Group CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 5,633 $258K 0.06% -64 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 5,603 $257K 0.17% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 5,582 $256K 0.04% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 5,382 $247K 0.11% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 5,296 $243K 0.04% -522 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,240 $240K 0.01% 0 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 5,231 $240K 0.09% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 5,200 $239K 0.06% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 5,164 $237K 0.04% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 5,030 $231K 0.01% 0 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 4,914 $226K 0.06% 0 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 4,901 $225K 0.06% -182 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 4,868 $223K 0.03% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,746 $218K 0.01% -111 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,700 $216K 0.01% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,698 $216K 0.01% new 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 4,679 $215K 0.02% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,620 $212K <0.01% new 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 4,619 $212K 0.04% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 4,583 $210K 0.04% new 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 4,416 $203K 0.07% new 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 4,397 $202K 0.04% -1,355 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 4,309 $198K 0.12% 0 13F-HR Timeline