PCB Capital LLC More: the full row for PCB Capital LLC 106,129 $2.73M 4.38% 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 102,333 $2.64M 0.45% +714 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 100,915 $2.6M 1.09% +19,336 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 100,590 $2.59M 1.04% +3,984 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 99,220 $2.55M 0.06% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 99,103 $2.55M 0.01% +37,472 13F-HR Timeline Group Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 97,644 $2.51M 1.13% +10,569 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 93,377 $2.4M 0.06% +4,404 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 93,110 $2.4M 0.03% +35,285 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 89,938 $2.32M 0.53% -3,755 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 89,809 $2.31M 2.03% +1,946 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 88,633 $2.29M 0.09% +4,638 13F-HR Timeline Compass Financial Group, Inc. 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More: the full row for FWG Investments, LLC. 36,296 $935K 0.6% -1,434 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 36,277 $934K 0.38% -424 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 35,714 $920K 0.21% -1,699 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 34,700 $894K <0.01% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 34,174 $880K 0.02% +131 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 33,972 $875K 0.19% -432 13F-HR Timeline DOW CHEMICAL CO /DE/ More: the full row for DOW CHEMICAL CO /DE/ 33,185 $855K 0.42% -6,081 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 33,146 $854K 0.02% +14,919 13F-HR/A Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 32,900 $847K 0.19% 0 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 32,430 $835K 0.04% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 32,332 $833K 0.04% -32 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 32,050 $825K 0.58% -1,200 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 31,863 $820K 0.6% -181 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 31,493 $811K 0.09% 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 31,379 $808K 0.22% +1,179 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 31,066 $800K 0.07% -342 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 31,065 $800K <0.01% +16,164 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 30,629 $789K 0.06% +14,899 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 29,903 $770K 0.03% -1,699 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 29,602 $762K 0.1% -26,127 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 29,563 $761K 0.23% -445 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 28,900 $744K 0.02% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 28,845 $743K 0.21% -2,275 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 28,473 $735K 0.05% -879 13F-HR Timeline Group Sharper & Granite LLC More: the full row for Sharper & Granite LLC 27,910 $719K 0.25% +9,400 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 27,696 $713K 0.38% -341 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 27,585 $710K 0.48% +633 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 27,584 $710K 0.08% -10,761 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 27,455 $707K 0.23% 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 27,284 $703K 0.44% +7,139 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 27,033 $696K 0.03% -2,911 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 26,990 $695K 0.02% +4,160 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 26,916 $693K 0.09% +2,587 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 26,900 $693K 0.02% +10,353 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 26,140 $673K +3,201 Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 25,724 $662K 0.15% -5,366 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 25,515 $657K 0.36% -8,021 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 25,375 $653K 0.39% +99 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 25,072 $648K 0.43% -696 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 25,150 $648K 0.23% 0 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 25,005 $644K 0.05% +16,823 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 24,881 $641K 0.54% +3,604 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 24,170 $622K 0.48% 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 23,997 $618K 0.1% +9,918 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 23,557 $607K 0.62% +157 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 23,358 $601K 0.29% new 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 23,092 $595K 0.16% +1,139 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 23,027 $593K 0.02% +303 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 22,478 $579K 0.36% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 21,767 $560K 0.02% -6,643 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 21,334 $549K <0.01% +538 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. 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More: the full row for RICHARDSON FINANCIAL SERVICES INC. 17,197 $448K 0.14% +3,584 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 17,291 $445K 0.02% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 16,877 $435K 0.04% +3,871 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 16,767 $432K 0.05% +8,846 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 16,720 $431K 0.19% +5,896 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 16,624 $428K 0.09% -1,469 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 16,607 $428K 0.01% new 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 16,056 $413K 0.4% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 15,868 $409K 0.01% -606 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 15,755 $406K 0.21% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 15,633 $404K 0.03% -3,225 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 15,666 $403K <0.01% -2,234 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/ 15,498 $399K <0.01% +508 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 15,370 $396K <0.01% -443 13F-HR Timeline Group TD Waterhouse Canada Inc. 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DAVIDSON & CO. 12,200 $314K <0.01% +3,461 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 12,162 $313K 0.01% new 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 11,937 $307K <0.01% -2,038 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. 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