XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 15,793 $1.72M 0.02% -203 13F-HR Timeline Group LTG Capital LLC More: the full row for LTG Capital LLC 15,689 $1.71M 1.14% +42 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 15,608 $1.7M 0.14% -3,809 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 15,586 $1.7M 0.28% -66 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ERn Financial, LLC More: the full row for ERn Financial, LLC 15,232 $1.66M 0.28% -722 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 14,971 $1.63M 0.33% -89 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 14,877 $1.62M 1.01% -39 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 14,729 $1.61M 0.3% +55 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 14,581 $1.59M <0.01% -417 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 14,171 $1.55M 0.74% 0 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 14,171 $1.55M 0.94% -249 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 14,013 $1.53M -353 Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 14,000 $1.53M 0.26% 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 14,000 $1.53M 0.25% 0 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13,919 $1.52M <0.01% -389 13F-HR Timeline Group MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 13,666 $1.49M 0.61% +246 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 13,491 $1.47M 0.14% -197 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 13,486 $1.47M 0.31% -95 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 13,340 $1.46M 0.09% +1,952 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 13,104 $1.43M 0.19% -426 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 12,967 $1.41M 0.76% +1,250 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 12,760 $1.39M 0.31% -199 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) 12,737 $1.39M 0.03% +12,730 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 12,522 $1.37M 0.14% +274 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 12,475 $1.36M <0.01% +1,420 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 12,343 $1.35M 0.05% +2,118 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 12,345 $1.35M 0.03% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 12,280 $1.34M 0.02% +144 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,257 $1.34M 0.02% +40 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 12,179 $1.33M 0.29% +791 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 12,029 $1.31M 0.61% +24 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 11,964 $1.31M 0.81% 0 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 11,890 $1.3M 0.59% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 11,834 $1.29M 0.05% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 11,751 $1.28M 0.01% -76 13F-HR Timeline Group Blue Capital, Inc. More: the full row for Blue Capital, Inc. 11,587 $1.26M 0.8% -11,807 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 11,390 $1.24M 0.15% -91 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 11,259 $1.23M <0.01% +396 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 11,256 $1.23M -233 Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 11,230 $1.23M 0.65% -19 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,157 $1.22M 0.04% +2,482 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 11,135 $1.21M 0.44% -849 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11,110 $1.21M <0.01% -150 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 11,019 $1.2M 0.01% +3,137 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 10,975 $1.2M 0.32% -95 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,884 $1.19M 0.09% +3,198 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 10,696 $1.17M 0.76% +339 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 10,649 $1.16M 0.27% -227 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,597 $1.16M 0.02% +799 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,472 $1.14M 0.01% +624 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 10,315 $1.13M 0.25% -104 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,214 $1.11M 0.02% -366 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 10,154 $1.11M 0.02% -24,577 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 10,085 $1.1M 0.07% -180 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 10,004 $1.09M 0.13% -14 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 9,997 $1.09M <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 9,821 $1.07M 0.01% +146 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 9,594 $1.05M 0.11% +658 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 9,564 $1.04M 0.5% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 9,351 $1.02M 0.07% -1,088 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 8,964 $978K 0.51% +26 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 8,952 $977K 0.08% -1,923 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,939 $975K <0.01% +193 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 8,902 $971K <0.01% -208 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 8,832 $960K 0.74% -230 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 8,795 $960K 0.06% -10,969 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 8,661 $945K <0.01% +464 13F-HR Timeline Group FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 8,428 $920K 0.16% -485 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 8,428 $920K 0.01% +203 13F-HR/A Timeline BURNEY CO/ More: the full row for BURNEY CO/ 8,329 $909K 0.02% -526 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 8,141 $888K 0.05% -331 13F-HR Timeline Group Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 8,111 $885K 0.61% -195 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,105 $884K 0.02% -85 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 8,035 $877K 0.03% +707 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 7,983 $871K 0.31% -175 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 7,962 $869K <0.01% -87 13F-HR Timeline Group Diversified Investment Strategies, LLC More: the full row for Diversified Investment Strategies, LLC 7,926 $865K 0.56% -46 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 7,875 $859K 0.09% -466 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,771 $848K 0.01% +411 13F-HR Timeline Group Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 7,727 $843K 0.23% -168 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 7,705 $841K 0.1% +941 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,681 $838K <0.01% -13,198 13F-HR Timeline Group Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 7,562 $825K 0.11% -140 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 7,466 $815K 0.07% -1,075 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 7,414 $809K 0.25% +103 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 8,545 $808K 0.02% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,345 $801K 0.01% -1,746 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,327 $799K 0.01% -706 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 7,232 $789K 0.39% -225 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 7,214 $787K 0.09% -44 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 7,036 $768K 0.27% +140 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 7,021 $766K 0.21% -3,233 13F-HR Timeline Friday Financial More: the full row for Friday Financial 6,977 $748K 0.2% +1,421 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 6,851 $748K 0.29% +26 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,819 $744K +1,296 Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 6,816 $744K 0.03% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,739 $735K 0.01% +470 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,708 $732K <0.01% +1,062 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 6,688 $730K 0.03% -11 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,620 $722K 0.01% +452 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,613 $722K <0.01% -1,640 13F-HR/A Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,580 $718K 0.08% -373 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 6,519 $711K 0.41% -35 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 6,496 $709K 0.12% -168 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 6,194 $676K <0.01% 0 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,110 $667K 0.03% +16 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 6,084 $664K 0.16% +220 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,010 $656K <0.01% -5 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 6,009 $656K 0.13% +44 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,004 $655K <0.01% -220 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,999 $655K <0.01% -124 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,985 $653K 0.02% -887 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 5,825 $636K 0.05% -826 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,800 $633K 0.11% +242 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. 5,585 $609K <0.01% new 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 5,579 $609K 0.36% +802 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 5,548 $605K 0.1% +4 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,543 $605K 0.01% -68 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 5,466 $596K 0.12% -147 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 5,450 $595K 0.06% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 5,426 $592K 0.01% 0 13F-HR/A Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,410 $590K 0.03% +1,073 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 5,314 $586K 0.19% 0 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 5,290 $577K 0.21% +19 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 5,232 $571K 0.05% +94 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 5,196 $567K 0.07% +52 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,175 $565K <0.01% -434 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 5,095 $556K 0.16% +53 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,055 $552K 0.01% -784 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 5,034 $549K <0.01% -155 13F-HR Timeline Group Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 4,935 $538K 0.29% 0 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 4,928 $538K 0.14% -229 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 4,899 $535K 0.29% 0 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 4,829 $527K 0.07% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 4,726 $516K 0.12% +11 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,712 $514K 0.02% new 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 4,708 $512K 0.11% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 4,690 $512K 0.13% -63 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 4,633 $506K 0.33% -283 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 4,617 $504K 0.35% +1,246 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 4,597 $502K 0.11% -1,932 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 4,592 $501K 0.04% -873 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,559 $497K 0.01% -92,784 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,549 $496K 0.01% -581 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,535 $495K 0.05% +189 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 4,523 $494K 0.04% -269 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 4,523 $493K 0.36% -196 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,514 $493K 0.01% +668 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 4,511 $492K 0.34% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,507 $492K 0.03% -84 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,492 $490K 0.02% -138 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 4,428 $483K <0.01% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,415 $482K 0.17% 0 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 4,392 $479K 0.13% -33 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 4,382 $479K 0.1% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 4,362 $476K 0.06% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 4,320 $471K 0.09% +27 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,234 $469K 0.01% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,261 $465K 0.04% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,246 $463K <0.01% -2 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,244 $463K 0.02% -20 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 4,217 $460K 0.05% +507 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 4,208 $459K 0.07% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,201 $458K <0.01% +1 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 4,176 $456K 0.06% -13 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,149 $453K 0.02% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 4,132 $451K 0.03% new 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 4,058 $443K 0.15% -194 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 4,042 $441K 0.01% new 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 4,041 $441K 0.31% -119 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 3,998 $436K 0.06% +19 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,977 $434K <0.01% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,954 $431K 0.01% 0 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 3,932 $429K 0.06% +641 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 3,920 $428K 0.38% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,910 $427K 0.03% 0 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 3,823 $417K 0.27% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,821 $417K 0.01% +1 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 3,751 $409K 0.03% +952 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 3,700 $404K <0.01% -300 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 3,682 $402K 0.04% -151 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 3,670 $400K 0.01% +7 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 3,670 $400K 0.1% -251 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 3,659 $399K 0.06% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,639 $397K 0.01% -94 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,637 $397K 0.01% +56 13F-HR Timeline Group Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 3,580 $391K 0.25% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,573 $390K 0.24% +18 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 3,527 $385K 0.05% -134 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 3,459 $377K 0.14% +2 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 3,408 $372K 0.04% -1,078 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,411 $371K 0.01% -526 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 3,370 $368K 0.05% -6 13F-HR/A Timeline Creekside Partners More: the full row for Creekside Partners 3,346 $365K 0.13% +2 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 3,318 $362K 0.08% -89 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,307 $361K <0.01% +449 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 3,250 $355K 0.09% 0 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 3,227 $352K 0.09% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 3,231 $349K 0.11% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,197 $349K <0.01% -6,276 13F-HR Timeline Group