Optas, LLC More: the full row for Optas, LLC 178,210 $19M 2.97% -10,958 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 176,800 $18.9M 0.42% +16,856 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 174,580 $18.6M 0.85% +661 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 174,070 $18.6M 0.03% -29,600 13F-HR/A Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 168,316 $18.2M 4.39% -8,179 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 170,110 $18.2M 0.94% +11,773 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 169,010 $18M 4.44% -6,284 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 168,263 $18M 0.8% +94 13F-HR Timeline ALPHA CAPITAL ADVISORS INC /ADV More: the full row for ALPHA CAPITAL ADVISORS INC /ADV 162,821 $17.6M 16.33% 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 159,390 $17M 3.95% -549 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 154,950 $16.5M 3.18% +3,847 13F-HR Timeline Group PECAUT & CO. More: the full row for PECAUT & CO. 154,790 $16.5M 5.33% -5,718 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 154,627 $16.5M 7% +108,689 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 154,523 $16.5M 0.05% +369 13F-HR/A Timeline Group Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 152,437 $16.3M 2.52% 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 153,641 $16.2M 0.06% +30,516 13F-HR Timeline Group Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 150,637 $16.1M 3.14% -3,564 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 150,165 $16M 9.57% 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 145,630 $15.7M 0.02% +51,840 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 146,446 $15.6M 1.2% -6,109 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 146,315 $15.6M 1.74% -3,096 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 145,104 $15.5M 0.02% +71,298 13F-HR Timeline Group Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 144,776 $15.4M 2.47% +10,931 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 143,175 $15.3M 5.1% -24,829 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 142,671 $15.2M 0.52% -4,801 13F-HR Timeline Group Hilltop Partners LLC More: the full row for Hilltop Partners LLC 142,661 $15.2M 3.92% +12,887 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 144,334 $15.1M 6.71% -10,355 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 141,848 $15.1M 8.24% -45,248 13F-HR Timeline Benchmark Financial, LLC More: the full row for Benchmark Financial, LLC 141,202 $15.1M 15.02% 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 140,748 $15M 0.45% -3,127 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 140,643 $15M 6.36% +3,780 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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More: the full row for Sage Financial Management Group, Inc. 121,581 $13M 3.96% -544 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 120,989 $12.9M 0.25% +4,163 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 120,894 $12.9M 0.24% +1,490 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 120,034 $12.8M 0.31% -5,493 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 118,560 $12.7M 0.38% +5,078 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 117,529 $12.5M 2.77% -1,365 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 116,001 $12.4M 4.38% +10,675 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 115,021 $12.3M 2.78% +15,101 13F-HR Timeline GenWealth Group, Inc. 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More: the full row for Financial Management Professionals, Inc. 97,670 $10.4M 1.07% -5,255 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 97,636 $10.4M 5.01% -594 13F-HR Timeline Aureum Wealth Management, LLC More: the full row for Aureum Wealth Management, LLC 96,576 $10.3M 9.56% 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 95,758 $10.2M 0.08% +1,605 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 94,661 $10.1M 1.35% 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 94,548 $10.1M 0.36% +31,383 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 94,395 $10.1M 1.37% -2,941 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 94,137 $10M 7.64% -5,407 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 94,117 $10M 5.05% -2,358 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 92,826 $9.98M 0.38% +13,689 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 91,844 $9.8M 1.26% +1,770 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 91,569 $9.77M 3.3% -19,159 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 90,589 $9.67M 0.01% +24,514 13F-HR Timeline Group Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 90,581 $9.66M 4.27% +3,227 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 90,198 $9.62M 2.9% +1 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 89,533 $9.55M 0.76% +7,265 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 89,196 $9.52M 7.3% -1,487 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 89,099 $9.51M 5.86% +6,950 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 88,802 $9.48M 5.54% +14,450 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 87,697 $9.44M 1.29% 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 87,756 $9.36M 0.95% -316 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 87,639 $9.35M 4.86% +269 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 87,244 $9.31M 0.49% -3,664 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 87,018 $9.28M 8.49% 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 85,669 $9.22M 5.78% -720 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 84,830 $9.05M 3.01% -558 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 84,798 $9.05M 0.15% +32,632 13F-HR/A Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 84,088 $9.01M 0.8% +668 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 84,396 $9.01M 1.26% -14,986 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 83,105 $8.87M 0.61% -63,754 13F-HR/A Timeline Financial Council, LLC More: the full row for Financial Council, LLC 82,094 $8.76M 3.5% -350 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 80,835 $8.65M 1.92% +440 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 80,613 $8.6M 0.28% +3,705 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. 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More: the full row for Macco Financial Group, Inc. 77,894 $8.31M 7.14% 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 77,620 $8.28M 0.53% -1,670 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 77,454 $8.26M 1.51% -5,716 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 76,620 $8.18M 0.17% +32,031 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 76,221 $8.13M 0.01% +3,230 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 76,063 $8.12M 0.98% -3,887 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 75,480 $8.05M +881 Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 74,949 $8M +1,867 Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 74,167 $7.91M 0.84% +2,605 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 74,022 $7.9M 3.36% -5,691 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 73,882 $7.88M 7.25% +3,218 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 71,904 $7.67M 0.01% +3,252 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 71,267 $7.6M 1.14% +2,380 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 71,199 $7.6M 0.16% -1,112 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 71,119 $7.59M 0.74% new 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 71,089 $7.58M 0.21% +11,448 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 70,813 $7.56M 2.22% +1,090 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 70,384 $7.51M 0.14% +145 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 70,063 $7.48M 0.04% 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 70,000 $7.47M 0.23% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 69,505 $7.42M 0.6% +23,521 13F-HR Timeline Group Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 69,018 $7.36M 0.8% -5,859 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 68,608 $7.32M 0.08% -3,357 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 68,478 $7.31M 2.32% -7,019 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 68,340 $7.29M 0.6% -75 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 68,131 $7.27M 0.62% -5,683 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 68,096 $7.27M 2.6% -550 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 66,653 $7.11M 0.85% -2,262 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 66,493 $7.09M 0.22% -3,564 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 66,407 $7.09M 2.12% +15,616 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. 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More: the full row for Chatterton & Associates Inc. 61,532 $6.57M 5.62% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 60,991 $6.51M 0.01% -52,861 13F-HR Timeline Group AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 60,402 $6.44M 3.21% -1,527 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 59,821 $6.38M 0.2% -1,998 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 59,295 $6.33M 3.91% -620 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 58,399 $6.3M 3.35% -11,590 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 57,999 $6.19M 0.69% +2,182 13F-HR Timeline HAMILTON CAPITAL PARTNERS, LLC More: the full row for HAMILTON CAPITAL PARTNERS, LLC 57,657 $6.15M 2.04% +2,238 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 57,109 $6.09M 0.91% -1,343 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 56,408 $6.06M 5.75% 13F-HR Timeline Asset Management Group, Inc. 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