1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 193,162 $23M 2.6% +30,849 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 190,829 $22.7M 5.56% -1,188 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. 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More: the full row for TAGStone Capital, Inc. 131,583 $15.7M 4.98% +1,902 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 130,637 $15.5M 7.66% -4,673 13F-HR Timeline Macco Financial Group, Inc. 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More: the full row for HARBOUR INVESTMENTS, INC. 111,331 $13.2M 0.18% +3,759 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 110,873 $13.2M 2.85% -2,398 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 110,724 $13.2M -9,496 Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 110,316 $13.1M 6.57% -2,686 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 110,263 $12.9M 0.34% +43,625 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 105,914 $12.6M 0.02% -6,497 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 104,448 $12.4M 1.84% +100,256 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 103,824 $12.4M 2.16% -994 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 103,748 $12.3M 5.21% -2,100 13F-HR Timeline Morrissey Wealth Management, LLC More: the full row for Morrissey Wealth Management, LLC 97,536 $12.2M 7.65% 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 101,975 $12.1M 0.19% +10,769 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 101,462 $12.1M 2.89% -3,977 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 101,219 $12M 4.86% -2,515 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 100,948 $12M 0.14% +78,918 13F-HR Timeline Group Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 100,267 $11.9M 4.54% -2,115 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 98,892 $11.9M 1.45% 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 99,968 $11.9M 4.69% -140 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 99,439 $11.8M 4.94% -8,249 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 98,595 $11.7M 0.87% -960 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 97,609 $11.6M 2.95% -1,201 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 97,017 $11.5M 7.32% +13,913 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 95,613 $11.4M 2.56% -3,892 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 94,307 $11.2M 1.19% +2,604 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 94,094 $11.2M 1.79% -1,146 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 93,365 $11.1M 0.17% 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 92,507 $11M 1.39% +21,254 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 92,024 $10.9M 6.13% +2,534 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 91,485 $10.9M 1.26% +5,206 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 90,592 $10.8M 7.55% -2,738 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 90,453 $10.8M 7.8% -1,489 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 89,809 $10.7M 0.05% +449 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 89,548 $10.7M 1.28% +459 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 89,522 $10.7M 2.46% -677 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 89,317 $10.6M 3.33% +1,327 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 89,009 $10.6M 8.64% +2,460 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 88,830 $10.6M 4.47% -3,417 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 88,798 $10.6M 7.49% -4,407 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 88,097 $10.5M 0.64% -564 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 88,035 $10.5M 4.46% -1,078 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 87,971 $10.5M 0.01% +11,266 13F-HR Timeline Group TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 87,770 $10.4M 1.33% +3,423 13F-HR/A Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 87,364 $10.4M 3.13% +12,069 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 87,110 $10.4M 4.48% +455 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 86,059 $10.2M 2.92% -269 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 85,260 $10.1M 0.46% -2,393 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 84,775 $10.1M 0.09% new 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 84,101 $10M 3.25% -1,265 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 84,081 $10M 1.85% +4,858 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 83,862 $9.98M 0.83% -954 13F-HR/A Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 83,723 $9.96M 0.91% -4,261 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 81,182 $9.66M 0.27% -1,630 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 80,247 $9.55M 0.3% -2,429 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 97,316 $9.53M <0.01% 0 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 79,901 $9.51M 5.21% -8,821 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 78,477 $9.34M 0.75% -2,186 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 77,941 $9.27M 0.17% +1,797 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 77,827 $9.26M 7.37% +52,446 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 77,731 $9.25M 0.92% +671 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 77,700 $9.25M 0.01% -305,700 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 82,263 $9.21M 0.62% new 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 76,215 $9.07M 1.85% -46 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 75,509 $8.98M 1.47% -7,053 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 75,412 $8.97M 5.59% +2,393 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 75,040 $8.93M 1.13% +1,085 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 74,967 $8.92M 0.59% -2,136 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 74,843 $8.91M 3.51% +4,179 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 74,840 $8.86M 0.73% -3,958 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 74,429 $8.86M 6.9% +3,920 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 73,125 $8.83M 0.04% +20,399 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 74,107 $8.82M 2.97% -5,718 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 73,968 $8.8M 0.41% +29,729 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 73,681 $8.77M 7.1% -854 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 73,520 $8.75M +28 Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 73,468 $8.74M 0.15% +10,949 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 73,278 $8.72M 0.23% -2,569 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 72,756 $8.66M 0.09% +2,330 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 72,333 $8.61M 0.09% -58,594 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 72,244 $8.6M 0.43% +14,860 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 71,776 $8.54M 0.51% -60,590 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 71,772 $8.54M 3.59% +7,976 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 71,702 $8.53M 0.07% +4,832 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 71,463 $8.5M 0.71% -3,815 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 71,073 $8.46M 0.56% -398 13F-HR/A Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 71,063 $8.46M 4.83% +15,155 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 70,000 $8.33M 0.22% 0 13F-HR Timeline YHB Investment Advisors, Inc. 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