SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 62,121 $1.45M <0.01% +213 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 61,977 $1.44M 0.25% +11,776 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 61,753 $1.44M 0.05% +916 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 61,523 $1.43M 0.03% -4,284 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 61,227 $1.43M 0.12% -80 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 61,171 $1.42M 0.19% +2,147 13F-HR Timeline Group Westmount Partners, LLC More: the full row for Westmount Partners, LLC 60,240 $1.41M 0.37% +122 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 58,510 $1.41M 0.47% +2,834 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 59,755 $1.39M 0.35% -1,297 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 59,692 $1.39M 0.04% +1,562 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 59,103 $1.38M 0.09% -3,945 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 58,511 $1.37M 0.47% +35,878 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 58,831 $1.37M 1.33% 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 58,754 $1.37M 0.19% -3,780 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 58,594 $1.36M 0.22% -5,552 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 58,181 $1.35M 0.02% +2,385 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 58,091 $1.35M 0.08% -563 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 57,882 $1.35M 0.69% 0 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 57,772 $1.34M 0.83% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 57,695 $1.34M 0.03% +5,986 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 57,186 $1.33M 0.05% +51,006 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 57,141 $1.33M 0.07% -1,592 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 56,852 $1.32M 0.28% -1,707 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 56,829 $1.32M 0.03% +2,335 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 56,388 $1.31M <0.01% +1,040 13F-HR Timeline Group Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 56,265 $1.31M 1.12% -2,413 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 56,094 $1.31M 0.14% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 56,044 $1.3M 0.12% +3,970 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 56,036 $1.3M 0.1% -40 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 55,759 $1.3M 0.03% +1,021 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 55,582 $1.29M 0.05% -9,804 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 55,490 $1.29M 0.57% +389 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 55,446 $1.29M 0.28% -1,666 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 55,230 $1.29M 0.47% +1,378 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 54,854 $1.28M 1.34% -558,058 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 54,572 $1.27M 0.83% -3,958 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 53,673 $1.25M 0.02% +23,448 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 53,538 $1.25M 1.16% -7,050 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 53,452 $1.24M 0.06% -634 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 53,398 $1.24M 0.13% +5,962 13F-HR Timeline American Investment Services, Inc. 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More: the full row for JAMES INVESTMENT RESEARCH, INC. 48,375 $1.13M 0.12% +8,179 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 48,203 $1.12M <0.01% -92,288 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 48,144 $1.12M 0.13% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 47,887 $1.11M 0.15% new 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 47,759 $1.11M 0.18% -1,780 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 47,243 $1.1M 0.15% -1,165 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 47,228 $1.1M 0.63% -2,550 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 46,103 $1.08M 0.87% +1,631 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 46,427 $1.08M 0.02% 0 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 46,410 $1.08M 0.2% +1,430 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 46,259 $1.08M 0.44% -500 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 45,927 $1.07M 0.13% -942 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 45,825 $1.07M 0.57% +6,106 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. 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More: the full row for Wernau Asset Management Inc. 45,246 $1.05M 1.09% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 45,055 $1.05M 0.5% +3,661 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 45,003 $1.05M 0.21% +34,893 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 44,761 $1.04M 0.79% -2,760 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 42,587 $1.03M 0.17% -3,236 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 44,375 $1.03M 0.1% -140 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 43,553 $1.01M 0.8% 0 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 43,046 $1M 0.64% +703 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 42,928 $999K 0.18% -2,958 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 42,658 $993K 0.11% -831 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 41,371 $987K 0.07% -2,442 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 41,836 $974K 0.06% -94 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 41,325 $958K 0.06% -10,759 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 40,962 $954K 0.01% +2,936 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 40,959 $954K 0.22% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 40,808 $950K 0.07% +917 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 40,764 $949K 0.02% -1 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 40,748 $949K 0.7% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 40,722 $948K 0.02% -262 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 40,703 $948K 0.46% +180 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 40,482 $942K 0.03% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 40,480 $942K 0.55% +8 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 40,408 $941K 0.01% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 40,336 $939K 0.06% +5,904 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 40,280 $938K 0.07% +2,695 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 40,101 $934K 0.11% +1 13F-HR Timeline Black Cypress Capital Management, LLC More: the full row for Black Cypress Capital Management, LLC 40,025 $932K 0.7% +976 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 39,309 $931K 0.01% -6 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 39,859 $928K 0.29% +1,621 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 39,724 $925K <0.01% 0 13F-HR Timeline Group Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 39,265 $914K 0.19% -1,385 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 39,025 $909K 0.02% -62,414 13F-HR/A Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 38,952 $907K 0.57% -6,801 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 38,838 $904K 0.58% -1,201 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 38,746 $902K 0.15% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 38,529 $897K 0.08% -2,587 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 38,528 $897K 0.11% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 38,342 $893K 0.05% new 13F-HR/A Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 38,342 $893K 0.01% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 38,319 $892K 0.04% +4,278 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 37,927 $883K 0.18% +9,859 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 37,816 $880K 0.16% -551 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 37,546 $874K 0.51% -21 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 37,098 $864K 0.2% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 36,530 $850K 0.01% +2,383 13F-HR Timeline Group HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 36,516 $850K 0.37% 0 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 36,338 $846K 0.52% -2,405 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 36,307 $845K 0.4% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 36,188 $842K 0.12% 0 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 36,037 $839K 0.08% 0 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 35,960 $837K 0.52% 0 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 35,069 $833K 0.49% -3,778 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 35,285 $828K 0.27% -3,834 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 35,509 $827K 0.3% +312 13F-HR/A Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 35,430 $825K 0.05% +15,599 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 37,309 $825K 0.93% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 35,299 $822K 0.02% +185 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 34,784 $810K 0.19% 0 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 34,670 $807K 0.08% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 34,495 $803K <0.01% +1,035 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 34,154 $795K <0.01% new 13F-HR Timeline Group Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 34,029 $792K 0.23% +196 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 33,940 $790K 0.55% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 33,877 $789K 0.27% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 33,678 $784K 0.04% -178 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 33,546 $781K 0.03% -10 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 33,408 $778K 0.65% -328 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 33,353 $776K 0.13% +1,036 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 33,256 $774K 0.1% -8,143 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 33,031 $769K 0.81% +1,106 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 32,919 $766K 0.53% -1,269 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 32,844 $765K 0.1% -160 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 32,521 $757K 0.01% +2,151 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 32,499 $757K 0.11% +990 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 32,472 $756K 0.05% -2,873 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 32,424 $755K 0.36% new 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 32,423 $755K 0.04% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 32,375 $754K 0.38% +9,194 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 32,198 $750K 0.42% +13,390 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 31,815 $741K 0.15% 0 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 31,768 $740K 0.22% -7 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 31,660 $737K 0.32% -120,744 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 31,552 $735K 0.01% +86 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 31,432 $732K 0.21% -4,225 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 31,300 $729K 0.41% +12,961 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 31,293 $729K 0.02% +714 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 31,186 $726K 0.02% -132 13F-HR Timeline Group Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 31,161 $725K 0.51% 0 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 31,156 $725K 0.49% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 31,104 $724K 0.38% 0 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 30,830 $718K 0.39% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 30,826 $718K 0.13% +339 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 30,699 $715K 0.03% +2,012 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. 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