Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 4,233 $895K 0.1% -117 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 4,100 $892K 0.11% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,211 $891K 0.22% +4,068 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 4,197 $887K <0.01% +4,117 13F-HR Timeline Group Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 4,199 $885K 0.47% +763 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 4,178 $884K 0.26% +623 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,167 $881K 0.09% +374 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,166 $881K 0.34% -142 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 4,165 $881K 0.1% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,147 $877K 0.07% +239 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,115 $870K 0.11% -46,170 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 4,073 $861K 0.45% +233 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 4,060 $859K 0.07% -580 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 4,059 $858K 0.19% +1,801 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,058 $858K 0.01% -27 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 4,053 $857K 0.33% +180 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 4,043 $855K 0.5% +102 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,999 $844K 0.33% +514 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,990 $844K 0.02% +47 13F-HR Timeline Group Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 3,936 $832K 0.14% +51 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 3,933 $832K 0.61% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,920 $829K 0.32% -29 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 3,863 $817K 0.17% +336 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,678 $816K 0.04% +1,700 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,836 $811K 0.09% +377 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,811 $806K 0.01% +417 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 3,797 $803K 0.19% -50 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,783 $800K 0.08% +646 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 3,771 $798K 0.16% +77 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,753 $794K 0.06% +2,039 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 3,746 $792K 0.67% -189 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,745 $792K 0.01% +652 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 3,714 $785K 0.37% 0 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 3,692 $781K 0.44% -796 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 3,682 $779K 0.21% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,631 $768K 0.03% -1,540 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 3,612 $764K 0.15% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,610 $764K 0.04% -113 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,581 $757K 0.25% -701 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 3,577 $756K 0.19% -71 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,532 $747K 0.07% -2,377 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,511 $742K 0.06% +46 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 3,500 $740K 0.16% 0 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 3,500 $740K 0.59% new 13F-HR Timeline Group TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 3,480 $736K 0.41% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,467 $733K <0.01% -10,118 13F-HR/A Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 3,452 $730K 0.02% +1,266 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,451 $730K 0.11% +291 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,445 $728K 0.08% -798 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 3,443 $728K 0.33% -91 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,431 $725K 0.16% -39 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3,422 $724K 0.06% -98 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 3,400 $719K 0.09% -800 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,400 $719K 0.01% +750 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 3,399 $719K 0.84% -165 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 3,397 $718K 0.39% +991 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,396 $718K 0.02% -112 13F-HR Timeline Group Snider Financial Group More: the full row for Snider Financial Group 3,371 $713K 0.23% -40 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 3,540 $713K 0.44% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,165 $712K 0.12% 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 3,354 $709K 0.16% +384 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 3,351 $709K 0.08% -194 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 3,326 $703K 0.19% +590 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,293 $696K 0.06% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,290 $696K 0.16% 0 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 3,285 $695K 0.54% -60 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 3,282 $694K 0.18% +1,923 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 3,249 $687K 0.01% +1,062 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,189 $674K 0.04% +785 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 3,184 $673K 0.25% +216 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,173 $671K 0.18% -214 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,172 $671K 0.08% -285 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 3,171 $671K 0.09% +333 13F-HR/A Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,165 $669K 0.05% -250 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 3,139 $664K 0.2% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,107 $657K <0.01% -5,213 13F-HR Timeline Group KG Capital Management More: the full row for KG Capital Management 3,102 $656K 0.21% +599 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 3,090 $653K 0.07% -35 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,083 $652K 0.14% +55 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,080 $651K 0.1% -1,195 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 3,069 $649K <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,030 $641K 0.01% -51 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,000 $634K 0.11% -50 13F-HR Timeline NWI MANAGEMENT LP More: the full row for NWI MANAGEMENT LP 3,000 $634K 0.08% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,984 $627K 0.04% -5,043 13F-HR Timeline Group Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,482 $627K 0.29% +932 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 2,949 $624K 0.29% -2,043 13F-HR Timeline Group Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 2,893 $612K 0.26% new 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,879 $609K 0.3% +1,333 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,875 $608K 0.03% +140 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,869 $607K 0.02% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,842 $601K 0.18% +62 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,824 $597K 0.13% +3 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 2,815 $595K 0.35% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 2,805 $593K 0.17% +67 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 2,800 $593K <0.01% 0 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 2,802 $593K 0.25% +569 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,795 $591K <0.01% +701 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,786 $589K 0.19% -496 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,432 $589K 0.19% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2,765 $585K 0.15% +106 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,696 $581K 0.07% +745 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 2,736 $579K 0.08% +70 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 2,721 $575K 0.17% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 2,709 $573K 0.12% -117 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,693 $569K 0.19% 0 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 2,652 $561K 0.52% +232 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,629 $556K 0.16% 0 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 2,941 $552K 0.61% +1,092 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 2,600 $550K <0.01% -6,861 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,593 $548K <0.01% -144 13F-HR Timeline Group Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 2,572 $544K 0.38% -165 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 2,555 $540K 0.22% -600 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 2,551 $539K 0.49% +86 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,902 $536K 0.01% +302 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 2,496 $528K 0.19% -268 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,482 $525K 0.05% new 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,472 $523K 0.02% -37 13F-HR/A Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,472 $523K 0.06% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 2,470 $522K 0.24% +459 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 2,468 $522K 0.5% -1,675 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2,455 $519K 0.1% -24 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,433 $514K 0.05% -212 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,422 $512K 0.05% -99 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,841 $511K <0.01% -680 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,414 $510K 0.05% -1,805 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,395 $506K 0.02% +264 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 2,392 $506K 0.29% +438 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 2,381 $504K <0.01% +109 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,380 $503K 0.04% +106 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,370 $501K 0.01% new 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 2,357 $498K 0.1% -51,311 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 2,346 $496K +143 Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,344 $496K 0.09% 0 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 2,343 $495K 0.09% +13 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,341 $495K 0.03% +9 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,333 $495K 0.02% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,558 $492K 0.06% +564 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,322 $491K 0.04% -291 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 2,312 $489K 0.06% -15,750 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,310 $489K 0.01% 0 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 2,304 $487K 0.26% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,290 $484K 0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,289 $484K 0.13% -313 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,288 $484K 0.03% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,202 $466K 0.07% -5,392 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,201 $465K 0.01% +248 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,160 $457K 0.01% -89 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 2,148 $454K 0.21% -90 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 2,125 $449K 0.39% +467 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 2,121 $449K 0.29% +247 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,114 $449K 0.04% +400 13F-HR/A Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,117 $448K 0.3% -3,070 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,095 $443K 0.1% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,073 $438K 0.06% 0 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 2,070 $438K 0.14% +80 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 1,801 $436K 0.29% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,063 $436K 0.22% -1 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,060 $436K 0.22% 0 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,051 $434K 0.01% -84 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,034 $430K 0.09% -200 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,794 $429K 0.26% +190 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,012 $426K 0.02% +10 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 2,003 $424K 0.21% +430 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 2,000 $423K 0.21% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,991 $421K <0.01% +890 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,981 $419K 0.02% 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,977 $418K <0.01% +141 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,965 $416K 0.07% +172 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,924 $407K 0.05% +210 13F-HR Timeline Group CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,920 $406K 0.13% 0 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 1,905 $404K 0.28% +808 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,908 $403K 0.06% -100 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 1,907 $402K 0.22% -29 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,899 $402K 0.01% -1,497 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,888 $399K <0.01% new 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 1,880 $393K 1.45% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,842 $390K 0.49% new 13F-HR/A Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,840 $389K 0.03% +1,839 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,838 $389K 0.18% -121 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,820 $385K 0.07% +210 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,818 $384K 0.03% -87 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,801 $381K 0.01% +26 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,789 $380K 0.01% -1,222 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,787 $378K 0.04% 0 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 1,786 $378K 0.33% -278 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,764 $373K <0.01% -80 13F-HR Timeline Group Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,752 $370K 0.22% -72 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,901 $365K 0.09% +522 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,810 $364K 0.02% +43 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,717 $363K 0.03% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,715 $363K <0.01% +100 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,701 $360K 0.02% +11 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 1,700 $359K 0.06% -2,100 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 1,481 $359K 0.29% 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 1,696 $359K 0.06% -906 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 1,695 $358K 0.14% +124 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 1,665 $352K 0.16% -545 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 1,869 $351K 0.15% +38 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,658 $351K 0.02% -69 13F-HR Timeline