City Center Advisors, LLC More: the full row for City Center Advisors, LLC 34,109 $1.37M 1.27% +1,669 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 33,865 $1.36M <0.01% -4,441 13F-HR Timeline Group Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 33,415 $1.34M 0.83% -1,200 13F-HR Timeline Group Napier Financial, LLC More: the full row for Napier Financial, LLC 32,501 $1.3M 0.3% -458 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 32,443 $1.3M 0.09% +636 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 32,166 $1.29M 0.36% +1,119 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 31,761 $1.27M 0.02% +877 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 30,492 $1.22M 0.03% +299 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 30,352 $1.22M 0.86% +366 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 30,181 $1.21M 0.06% -1,108 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 29,852 $1.2M 0.81% -14,895 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 29,237 $1.17M 0.03% +15,267 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 27,408 $1.1M 0.01% -1,416 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 27,062 $1.09M 0.59% +563 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 26,920 $1.08M 0.02% +5,821 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 26,898 $1.08M 0.01% -1,234 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 26,703 $1.07M <0.01% new 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 26,496 $1.06M 0.07% -32,429 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 26,447 $1.06M 0.01% -32,462 13F-HR Timeline AEGON USA Investment Management, LLC More: the full row for AEGON USA Investment Management, LLC 26,300 $1.06M 0.83% -16,000 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 26,112 $1.05M 0.18% -16,215 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 25,652 $1.03M 0.06% +283 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 25,148 $1.01M <0.01% -9,178 13F-HR Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 25,000 $1M 0.01% 0 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 24,618 $988K 0.02% +157 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 23,995 $963K 0.68% -1,916 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 23,320 $936K 0.07% -480 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 22,814 $916K 0.57% -363 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 22,781 $914K <0.01% +1,740 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 22,769 $914K 0.06% -609 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 22,470 $902K 0.78% -38,727 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 22,316 $896K 0.32% +257 13F-HR/A Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 22,029 $884K 0.23% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 21,932 $880K 0.02% -47,551 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 21,824 $876K 0.01% +1,524 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 21,565 $866K 0.07% -14,160 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 21,404 $859K 0.09% -3,027 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 21,301 $855K 0.01% +14,086 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 21,185 $850K 0.06% -1,233 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 20,581 $849K 0.02% 0 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 21,110 $847K 0.45% +430 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 21,020 $844K 0.02% +4,830 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 20,748 $833K 0.01% +908 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 20,507 $823K 0.01% +2,355 13F-HR/A Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 20,350 $817K <0.01% -204,649 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 20,137 $808K 0.25% -909 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 19,661 $789K 0.04% +1,716 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 19,107 $767K 1.72% +628 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 18,897 $759K <0.01% -2,350 13F-HR Timeline Group STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 17,907 $719K 0.27% +6,121 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 17,878 $718K 0.06% -889 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 17,878 $717K <0.01% -790,581 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 17,426 $699K 0.03% -2,822 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 17,366 $697K 0.09% -182,440 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 17,248 $692K 0.02% -2,952 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 17,035 $684K 0.07% 0 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 16,926 $679K 0.11% -357,928 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 16,672 $669K 0.01% +39 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 16,588 $666K 0.02% +120 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 16,433 $660K 0.61% +599 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 16,203 $650K 0.16% +1,345 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 16,141 $648K <0.01% -83,092 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 16,140 $648K 0.02% +332 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 16,017 $643K 0.02% +3,130 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 15,743 $632K <0.01% +478 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 15,650 $628K 0.21% -140 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 15,605 $626K 0.24% -246 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 15,352 $616K 0.52% +3,231 13F-HR/A Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 15,052 $604K 0.05% +1,571 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 14,943 $600K 2.31% +330 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 14,875 $597K 0.06% +666 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 14,741 $592K 0.19% +613 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 14,661 $589K 0.02% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 14,473 $581K 0.04% -325 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 14,453 $580K 0.03% +77 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 14,387 $578K 0.35% +1,215 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 14,200 $570K 0.02% -701 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 13,854 $556K 0.39% -1,214 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 13,819 $555K 0.03% -3,010 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 13,778 $553K 0.22% +3,406 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 13,542 $544K 0.02% +1,952 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 13,433 $539K 0.04% +188 13F-HR/A Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 13,400 $538K 0.06% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 13,372 $537K 0.02% -3,289 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 13,300 $534K 0.23% -2,500 13F-HR/A Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 13,213 $530K 0.07% 0 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 13,177 $529K 0.39% -47 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 13,127 $527K 0.24% +467 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13,004 $522K <0.01% -819 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 12,792 $513K 0.02% +91 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 12,756 $512K 0.42% +185 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 12,687 $509K 0.01% +5,935 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 12,630 $507K 0.06% -38 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 12,596 $506K 0.13% +955 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 12,425 $499K 0.02% +244 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 12,423 $499K 0.04% +3,036 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 12,242 $491K 0.03% +299 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 11,965 $480K 0.05% -366 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 11,788 $473K 0.01% -6,235 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 11,642 $473K 0.08% -211 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 11,704 $470K 0.03% -1,670 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 11,661 $468K 0.04% +625 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 11,595 $465K 0.84% +1,756 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 11,371 $456K 0.29% -208,556 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 11,318 $454K 0.08% +233 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 11,186 $449K <0.01% -1,338,502 13F-HR Timeline Group GE INVESTMENT MANAGEMENT CORP. More: the full row for GE INVESTMENT MANAGEMENT CORP. 11,037 $443K 0.18% 0 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 11,004 $442K 0.22% 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 10,825 $435K 0.32% +1,357 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 10,615 $426K 0.08% +2,610 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,608 $426K 0.02% -593 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 10,589 $425K <0.01% 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 10,498 $421K 0.01% -7,980 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 10,128 $407K 0.21% -3,498 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 10,074 $404K 0.14% -4,187 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 9,860 $396K 0.11% +601 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,799 $393K 0.01% +3,328 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 9,667 $388K 0.31% +90 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 9,538 $383K 0.07% +185 13F-HR Timeline Cedrus Wealth Group LLC More: the full row for Cedrus Wealth Group LLC 9,451 $379K 0.42% +343 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,340 $375K 0.03% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 9,297 $373K 0.1% +80 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 9,246 $371K <0.01% +84 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 9,216 $370K <0.01% +8,878 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,020 $362K 0.02% -507 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 8,890 $357K 0.11% +4 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 8,869 $356K 0.03% +545 13F-HR Timeline Group Adams Wealth Management More: the full row for Adams Wealth Management 8,839 $355K 0.08% -1,829 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 8,839 $355K 0.07% -1,829 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 8,826 $354K 0.07% +984 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,598 $348K 0.01% -439 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,670 $348K 0.02% +1,927 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,640 $347K <0.01% +67 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 8,495 $341K 0.03% -1,376 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 8,470 $340K 0.07% -160 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 8,430 $338K 0.05% +87 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 8,400 $337K 0.16% -2,200 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,392 $337K 0.01% +705 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 8,379 $336K 0.12% +728 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,402 $335K <0.01% +244 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 8,197 $329K <0.01% -114,246 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,032 $321K 0.02% -107 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,918 $316K 0.02% -251 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 7,843 $315K 0.05% -3,036 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 7,840 $315K 0.1% +63 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 7,700 $309K 0.05% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 7,600 $305K 0.02% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 7,521 $302K 0.01% +333 13F-HR/A Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 7,500 $301K 0.15% 0 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 7,478 $300K 0.62% +111 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 7,416 $298K <0.01% +1,504 13F-HR Timeline Group Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 7,330 $297K 0.08% -379 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 7,390 $297K 0.02% -156 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 7,332 $294K 0.11% -4,359 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 7,286 $292K <0.01% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,283 $292K <0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 7,230 $290K 0.03% -4 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,153 $287K <0.01% new 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 7,089 $285K 0.04% -65 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 7,082 $284K 0.05% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,902 $277K <0.01% -320 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 6,885 $276K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,851 $275K <0.01% +6 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 6,834 $274K 0.12% +450 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 6,823 $274K <0.01% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 6,725 $270K 0.07% +65 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 6,689 $268K 0.04% 0 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 6,608 $265K 0.4% +14 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 6,580 $264K 0.02% 0 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 6,500 $261K 0.13% -3,000 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 6,463 $259K 0.09% +449 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 6,446 $259K 0.04% +32 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 6,442 $259K <0.01% -954 13F-HR Timeline Group ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 6,410 $257K 0.11% -198,874 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 6,280 $252K 0.02% new 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 6,232 $250K 0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,209 $249K 0.01% +886 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 6,177 $248K 0.17% +1,152 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 6,160 $247K 0.07% new 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 6,084 $244K 0.13% +92 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 6,057 $243K 0.09% 0 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 5,996 $241K 0.06% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,961 $239K <0.01% -50 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 5,932 $238K 0.05% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 5,929 $238K 0.1% +1,979 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,848 $235K <0.01% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 5,808 $233K 0.03% -82 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,803 $233K 0.02% -230 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 5,776 $232K 0.01% new 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 5,679 $228K 0.02% -167 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,567 $224K <0.01% new 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5,430 $218K 0.07% +127 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 5,365 $214K 0.07% +106 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,293 $212K 0.02% -58,103 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 5,276 $212K 0.05% -198 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 5,214 $209K 0.09% +4,416 13F-HR Timeline Group PCB Capital LLC More: the full row for PCB Capital LLC 5,197 $209K 0.33% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,131 $206K <0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,130 $206K 0.01% new 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 5,128 $206K 0.09% -154,480 13F-HR Timeline