Harbor Group, Inc. More: the full row for Harbor Group, Inc. 192,303 $18.8M 2.72% -509 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 191,802 $18.8M 0.94% +21,692 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 188,716 $18.5M 0.41% +11,916 13F-HR/A Timeline Navalign, LLC More: the full row for Navalign, LLC 185,699 $18.2M 4.59% +6,273 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 184,996 $18.1M 3.16% -8 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 184,888 $18.1M 8% -22,469 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 183,472 $18M 2.72% +5,262 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 174,070 $17M 0.03% 0 13F-HR/A Timeline ALPHA CAPITAL ADVISORS INC /ADV More: the full row for ALPHA CAPITAL ADVISORS INC /ADV 168,173 $16.5M 15.67% +5,352 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 167,415 $16.4M 2.04% -83,397 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 166,309 $16.3M 4.03% -2,701 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 164,942 $16.1M 3.14% +5,552 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 141,628 $16M 6.74% -2,706 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 163,078 $16M 2.84% +8,128 13F-HR Timeline Group 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 162,313 $15.9M 1.98% +38,688 13F-HR Timeline Benchmark Financial, LLC More: the full row for Benchmark Financial, LLC 161,170 $15.8M 14.16% +19,968 13F-HR Timeline CBM Financial, LLC More: the full row for CBM Financial, LLC 142,570 $15.8M 9.84% +10,235 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 159,312 $15.6M 0.88% +45,926 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 157,936 $15.5M 0.03% +86,032 13F-HR Timeline PECAUT & CO. 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More: the full row for Baird Financial Group, Inc. 112,411 $11M 0.02% -622 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 110,326 $10.8M 1.21% +986 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 95,240 $10.7M 1.77% -14,623 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 108,630 $10.6M 4.09% +4,571 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 107,688 $10.5M 4.74% +5,970 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 107,572 $10.5M 0.16% +2,635 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 97,316 $10.4M <0.01% +83,777 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 105,848 $10.4M 4.96% -18,353 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 105,439 $10.3M 2.83% -8,154 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 104,052 $10.3M 9.91% +1,190 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 104,818 $10.3M 2.22% -1,325 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 104,046 $10.2M 0.79% +14,513 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 103,734 $10.2M 4.55% -3,112 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 103,280 $10.1M 0.01% +27,059 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 102,633 $10M 0.08% +6,875 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 102,382 $10M 4.09% +32 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 88,722 $9.92M 5.92% +3,053 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 100,554 $9.85M 1.28% 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 100,108 $9.8M 4.48% +2,472 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 99,555 $9.75M 0.85% -1,676 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 99,505 $9.74M 2.48% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 98,810 $9.67M 2.87% -25,440 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 95,354 $9.34M 5.03% +6,552 13F-HR Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 94,787 $9.28M 5.8% -10,980 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 94,648 $9.27M 0.02% +57,452 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 93,330 $9.14M 6.75% +4,134 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 93,205 $9.13M 6.95% -932 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 92,247 $9.03M 4.07% +1,666 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 91,942 $9M 7.35% -11,436 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 91,703 $8.98M 1.11% -141 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 86,279 $8.97M 1.14% -8,382 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 91,206 $8.93M 0.29% -13,634 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 90,303 $8.84M 0.21% -29,731 13F-HR Timeline Group Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 90,199 $8.83M 2.59% +1 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 89,490 $8.76M 5.67% +391 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 89,360 $8.75M 0.05% +26,759 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 89,113 $8.73M 4.33% -5,004 13F-HR/A Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 89,089 $8.72M 1.17% +4,693 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 88,661 $8.68M 0.62% -10,647 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 87,990 $8.62M 2.99% -3,579 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 87,984 $8.61M 0.93% -58,331 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 87,653 $8.58M 0.44% +409 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 86,655 $8.48M 4.14% -984 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 86,549 $8.47M 7.86% -469 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 86,328 $8.45M 2.83% +1,498 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 85,544 $8.38M 0.3% +73,911 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 85,366 $8.36M 3.22% +3,272 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 84,816 $8.3M 0.83% -2,940 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 84,347 $8.26M 1.15% +3,891 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 83,104 $8.14M 6.58% +35,630 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 82,812 $8.11M 0.27% +2,199 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 82,676 $8.09M 0.29% -11,872 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 82,562 $8.08M 1.44% +5,108 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 80,663 $7.9M 0.71% +312 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 78,798 $7.83M 0.7% -5,290 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 79,825 $7.82M 2.88% 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 79,223 $7.76M 1.68% +13,462 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 77,103 $7.55M 0.57% -983 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 77,060 $7.54M 0.89% +997 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 76,705 $7.51M <0.01% +28,007 13F-HR Timeline Group Marion Wealth Management More: the full row for Marion Wealth Management 76,261 $7.47M 1.66% -4,574 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 76,144 $7.46M 0.16% +4,945 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 75,847 $7.43M 0.21% +9,354 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 75,295 $7.37M 2.35% new 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 75,278 $7.37M 2.71% +329 13F-HR Timeline Group City Center Advisors, LLC More: the full row for City Center Advisors, LLC 74,535 $7.3M 6.75% +653 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 73,955 $7.24M 1.01% -20,440 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 73,492 $7.2M -1,988 Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 73,019 $7.15M 4.86% 13F-HR Timeline HAMILTON CAPITAL PARTNERS, LLC More: the full row for HAMILTON CAPITAL PARTNERS, LLC 72,957 $7.14M 2.23% +15,300 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 71,505 $7M 1.68% +7,663 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 71,471 $6.99M 0.52% -11,634 13F-HR/A Timeline TSFG, LLC More: the full row for TSFG, LLC 71,253 $6.98M 1.06% -14 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 70,803 $6.93M 2.18% +2,325 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 70,664 $6.92M 3% +8,706 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 70,509 $6.9M 6.08% -270,571 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 70,426 $6.9M 0.08% -35,171 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 70,000 $6.85M 0.24% 0 13F-HR Timeline Macco Financial Group, Inc. More: the full row for Macco Financial Group, Inc. 69,812 $6.84M 5.18% -8,082 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 69,670 $6.82M 0.55% +1,330 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 68,873 $6.77M 0.12% -1,511 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 68,478 $6.7M 2.01% +2,071 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 68,418 $6.7M 0.69% -2,701 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 66,870 $6.63M 0.06% -1,738 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 67,106 $6.57M 1.46% -47,915 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 66,638 $6.52M 0.19% -51,922 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 66,412 $6.5M 2.08% -1,684 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. 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COLE ADVISORS, INC. 62,519 $6.12M 0.21% -6,881 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 61,440 $6.02M 4.83% -911 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 61,092 $5.98M 0.16% -79,656 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 60,653 $5.94M 0.49% +9,586 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 60,056 $5.88M 0.1% +49,863 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 59,555 $5.83M 0.16% -11,534 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 59,268 $5.8M 0.61% -9,750 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 59,171 $5.79M 2.82% -1,231 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 58,630 $5.74M 0.32% -18,990 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 57,749 $5.65M 1.57% +5,242 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 59,810 $5.63M 0.2% -33,016 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 57,396 $5.62M 1.61% +2,635 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 57,384 $5.62M 0.33% +22,246 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 57,218 $5.6M 0.09% +43,742 13F-HR Timeline Group RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 57,132 $5.59M 3.75% +7,132 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 56,083 $5.49M 0.11% -20,537 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 52,717 $5.48M 5.23% -3,691 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 55,908 $5.47M 3.37% -2,491 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 55,773 $5.46M 2.31% +11,405 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 55,747 $5.46M 1.69% +9,252 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 54,582 $5.34M 3.12% +5,751 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 54,476 $5.33M 0.03% +967 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 54,238 $5.31M 0.76% +3,129 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 53,900 $5.28M 0.51% +9,846 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 53,793 $5.27M 2.28% +5,850 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 53,427 $5.23M 3.03% +3,222 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 52,726 $5.2M 0.03% +5,008 13F-HR Timeline Asset Management Group, Inc. 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