Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 40,263 $9.14M 0.31% +3,805 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 40,167 $9.13M 4.46% +39,862 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 40,070 $9.1M 0.8% -330 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 39,983 $9.08M 0.01% +10,218 13F-HR Timeline Group Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 39,814 $9.04M 5.19% +1,783 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 39,746 $9.03M 3.49% new 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 39,745 $9.03M 1.96% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 39,744 $9.03M 2.67% +10,372 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 39,619 $9M 4.19% -50,656 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 37,751 $8.83M 6.99% +718 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 38,832 $8.82M 6.88% +5,839 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 45,571 $8.8M 3.45% 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 38,694 $8.79M 0.14% +417 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 38,276 $8.69M 0.2% -30,737 13F-HR Timeline Group Freedom Investment Management, Inc. 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COLE ADVISORS, INC. 29,926 $6.8M 0.14% +17,767 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 29,708 $6.75M 0.14% +2,059 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 29,700 $6.74M 0.27% +2,580 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 29,623 $6.73M 3.36% +1,156 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 29,584 $6.72M 0.41% +453 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 29,455 $6.69M 6.46% +1,140 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 29,313 $6.66M 0.82% +1,905 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 29,086 $6.61M 1.47% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 28,733 $6.53M 0.34% +1,424 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 27,880 $6.5M 0.16% +21,237 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 28,468 $6.46M 0.07% +5,602 13F-HR Timeline First Horizon Advisors, Inc. 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More: the full row for Vestmark Advisory Solutions, Inc. 25,309 $5.75M 0.08% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 25,275 $5.74M 3.22% +1,535 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 24,734 $5.62M 3.8% +486 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 24,434 $5.55M 2.65% +9,468 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 23,857 $5.55M 0.09% -1,185 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 24,355 $5.53M 1.38% -1,023 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 24,110 $5.48M 0.64% +987 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 24,029 $5.46M 0.49% -2,308 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 24,025 $5.46M 0.05% +3,039 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 23,888 $5.43M 4.47% +823 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 23,465 $5.33M 1.53% +6,191 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 22,707 $5.16M 4.39% +538 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 22,540 $5.12M 0.01% +7,152 13F-HR Timeline Group Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 22,380 $5.08M 3.76% 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 22,205 $5.04M 4.13% +1,602 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 16,641 $5.04M 5.94% 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 22,080 $5.01M 1.64% -20,647 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 21,506 $4.88M 0.2% +2,000 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 21,418 $4.86M 0.23% +617 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 21,415 $4.86M 1.26% new 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 21,393 $4.86M 0.05% +2,265 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 21,327 $4.84M 0.47% +12,756 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 21,239 $4.82M <0.01% -19,941 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 21,000 $4.77M 0.24% +2,211 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 20,290 $4.61M 3.39% -1,520 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 20,285 $4.61M 2.47% -261 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 20,018 $4.55M 3.61% +1,917 13F-HR Timeline CIBC WORLD MARKETS CORP More: the full row for CIBC WORLD MARKETS CORP 19,941 $4.53M 0.03% -529 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 19,894 $4.52M <0.01% new 13F-HR Timeline Group New Perspectives, Inc More: the full row for New Perspectives, Inc 19,885 $4.52M 2.23% +1,314 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 19,827 $4.5M 2.22% +4,116 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 19,763 $4.49M 0.5% +801 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 19,758 $4.49M 3.01% +1,432 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 19,534 $4.44M 0.26% +16,908 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 19,028 $4.32M 0.57% +341 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 19,027 $4.32M 0.99% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 18,780 $4.27M 0.18% -31 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 18,572 $4.22M 1.01% +721 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 18,384 $4.18M 1.81% -103 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 18,305 $4.16M 0.35% +2,066 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 18,116 $4.11M 0.27% -2,330 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 18,093 $4.11M 0.14% new 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 18,049 $4.1M 0.71% +11,313 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 17,798 $4.04M 1.05% +10,523 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 17,785 $4.04M 0.7% -65,360 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 17,763 $4.03M 0.6% -132 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 17,680 $4.02M 1.46% -204 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 17,664 $4.01M 0.48% +2,668 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 17,499 $3.97M 0.01% +1,179 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 17,384 $3.94M 0.84% -3,977 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 17,171 $3.9M 0.72% +3,167 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 17,160 $3.9M 0.74% -562 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 16,955 $3.85M 0.12% +13,264 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 16,757 $3.81M 0.09% +9,660 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 16,210 $3.68M 0.1% +6,676 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 16,192 $3.68M 0.11% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 16,106 $3.66M 0.3% -29,433 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 16,096 $3.66M 0.29% +6,945 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 16,087 $3.65M 0.46% -282 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 15,815 $3.59M 0.43% +249 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 15,629 $3.55M 0.65% +7,104 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 15,598 $3.54M 0.77% +3,739 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 15,436 $3.51M 0.04% +13,241 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 15,430 $3.5M 2.46% +37 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 15,288 $3.47M 0.1% +171 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 15,288 $3.47M 2.89% -677 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 15,236 $3.46M 0.08% -632 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 15,201 $3.45M 0.09% -4,048 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 15,155 $3.44M <0.01% new 13F-HR Timeline Group Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 15,113 $3.43M 0.66% +93 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 15,074 $3.42M 0.07% -1,693 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 14,982 $3.4M 1.49% -129,228 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 14,953 $3.4M 0.53% new 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 14,830 $3.37M 0.66% -2,084 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 14,815 $3.36M 1.43% -184 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 14,792 $3.36M 1.25% -14,801 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 14,383 $3.27M 0.1% +5,422 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 14,164 $3.22M 1.03% new 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 13,975 $3.17M 0.55% +598 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 13,950 $3.17M 1.1% +332 13F-HR/A Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 13,551 $3.15M 1.2% +2,818 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,857 $3.15M 0.1% +1,789 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 13,851 $3.15M 0.26% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 13,596 $3.09M 0.3% -185 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 13,539 $3.07M <0.01% +6,921 13F-HR/A Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 13,528 $3.07M 0.11% -15,245 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 13,476 $3.06M 0.08% +878 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 13,407 $3.04M 0.35% +746 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 13,400 $3.04M 0.02% new 13F-HR Timeline Group Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 13,237 $3.01M 1.95% +429 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 13,019 $2.96M 0.06% +3,971 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 12,940 $2.94M 0.14% +888 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 12,678 $2.88M 0.01% +3,448 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 12,588 $2.86M 0.03% 0 13F-HR Timeline Group Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 12,584 $2.86M 3.34% -1,773 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/ 12,561 $2.85M <0.01% +12,170 13F-HR/A Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 12,475 $2.83M 0.01% -990 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 12,336 $2.8M 0.07% +1,199 13F-HR Timeline Group BRIGHT FINANCIAL ADVISORS, INC. 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