THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 63,221 $2.29M 0.8% +524 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 62,848 $2.28M 0.28% +7,238 13F-HR/A Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 62,453 $2.26M <0.01% +3,513 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 61,926 $2.24M 0.15% +5,031 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 61,834 $2.24M 0.71% +2,607 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 57,743 $2.22M 1.55% +13,304 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 60,251 $2.18M 0.72% +18,635 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 60,180 $2.18M 0.51% -83,115 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 58,959 $2.14M 1.35% -9,234 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 55,707 $2.02M 1.68% -1,828 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 55,064 $1.99M 0.08% +32,223 13F-HR/A Timeline Contango Wealth Management LLC More: the full row for Contango Wealth Management LLC 53,655 $1.94M 2.27% new 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 51,453 $1.86M 0.58% +6,897 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 50,916 $1.84M 0.06% +740 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 50,851 $1.84M 1.42% +6,525 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 50,761 $1.84M 1% +3,265 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 50,704 $1.84M 0.03% +894 13F-HR/A Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 50,516 $1.83M 1.53% +1,723 13F-HR/A Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 48,959 $1.77M 0.7% +4,377 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 46,941 $1.7M <0.01% +7,646 13F-HR Timeline Group Mosley Wealth Management More: the full row for Mosley Wealth Management 44,099 $1.67M 0.76% +561 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 45,752 $1.66M 0.03% +3,212 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 44,970 $1.63M 0.02% +2,118 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 44,920 $1.63M 0.18% +36,276 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 44,394 $1.61M 0.02% +10,736 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 44,288 $1.6M 0.12% new 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 42,162 $1.55M 0.25% +12,350 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 42,074 $1.52M 1.09% +628 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 41,814 $1.51M 0.07% +1,928 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 41,336 $1.5M 0.11% -3,271 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 40,237 $1.46M 0.28% +1,570 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 40,008 $1.45M 0.99% +1,260 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 39,429 $1.43M +4,778 Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 39,264 $1.42M <0.01% +38,295 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 39,092 $1.42M 0.5% +2,184 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 38,866 $1.41M 0.52% +2,007 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 38,419 $1.39M 0.05% +1,959 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 38,138 $1.38M 0.17% +6,436 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 38,090 $1.38M 0.22% +3,499 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 37,928 $1.37M 0.06% new 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 37,732 $1.37M 0.69% +1,170 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 36,677 $1.33M 0.52% +1,511 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 37,706 $1.32M 0.09% -1,691 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 35,898 $1.3M 1.25% +2,174 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 35,600 $1.29M <0.01% +2,900 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 35,094 $1.27M 0.1% +2,566 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 35,090 $1.27M 0.07% -5,757 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 35,531 $1.25M 0.05% -4,477 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 32,889 $1.19M 0.02% +1,540 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 32,691 $1.18M 0.27% +8,754 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 32,270 $1.17M 0.04% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 32,138 $1.16M 0.13% +3,708 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 31,396 $1.14M <0.01% +8,108 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 30,698 $1.11M 0.2% new 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 30,467 $1.1M 0.6% +3,875 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 30,415 $1.1M 1.24% +1,391 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 30,283 $1.1M 0.02% -47,050 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 30,195 $1.09M <0.01% +29,995 13F-HR Timeline Group Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 30,152 $1.09M 0.72% +1,744 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 26,685 $1.07M 0.07% +3,878 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 29,376 $1.06M 0.01% -1,308 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 29,352 $1.06M 0.37% +2,908 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 28,948 $1.05M 0.27% +14,965 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 28,925 $1.05M 0.14% +5,983 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 25,615 $1.03M 0.55% +6,373 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 28,394 $1.03M 0.29% -2,595 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 28,244 $1.02M 0.02% +13,712 13F-HR Timeline Group MKT Advisors LLC More: the full row for MKT Advisors LLC 27,522 $1.02M 0.34% +7,147 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 27,532 $997K <0.01% new 13F-HR Timeline Group Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 27,370 $991K 0.86% +614 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 27,188 $985K 0.31% +1,055 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 27,186 $985K 0.02% new 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 26,833 $972K 0.34% +1,037 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 26,707 $967K 0.04% +1,361 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 26,605 $964K <0.01% -913 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 26,187 $948K 0.16% +891 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 26,086 $945K 0.03% +1,866 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 26,033 $943K 0.02% +7,990 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 25,310 $917K 0.45% new 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 25,299 $916K 0.11% -306 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 25,238 $914K 0.61% +12,903 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 25,230 $914K 0.47% +6,068 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 25,198 $913K 0.3% +14,119 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 25,131 $910K 0.57% 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 25,076 $908K 0.47% +2,362 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 24,071 $872K 0.17% +9,931 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 24,013 $870K 0.11% +678 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 23,321 $855K 0.74% +1,105 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 23,423 $848K 0.25% -10,099 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 23,209 $841K 0.01% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 22,472 $814K 0.06% +237 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 22,404 $811K 0.17% +2,804 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 22,155 $802K 0.41% +4,799 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 22,022 $798K 0.06% +1,191 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 21,810 $790K 0.18% +4,368 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 20,292 $735K 0.06% +3,176 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 20,274 $734K 0.04% +1,635 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 20,144 $730K 0.02% new 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 20,142 $730K 0.84% -602 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 20,547 $727K <0.01% new 13F-HR Timeline Group MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 19,978 $724K 0.32% +281 13F-HR/A Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 19,618 $711K 0.03% +4,057 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 19,399 $703K 0.01% -14,914 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 19,352 $701K 0.43% +1,402 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 19,303 $699K 0.28% +10,510 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 19,107 $692K 0.46% +1,902 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 18,973 $687K 0.17% +765 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 18,921 $685K 0.44% +4,322 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 18,546 $672K 0.02% +1,307 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 18,094 $655K 0.02% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 17,905 $649K 0.15% -276,809 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 17,455 $632K 0.14% +664 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 16,696 $605K 0.02% +4,520 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 16,574 $600K 0.36% -44 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 16,508 $598K 0.05% +7,987 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 16,465 $596K 0.18% -269 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 16,442 $596K <0.01% +2,386 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 16,281 $590K 0.33% +759 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 16,253 $589K 0.17% -714 13F-HR Timeline CARY STREET PARTNERS INVESTMENT ADVISOR… in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS INVESTMENT ADVISORY LLC 16,183 $586K 0.15% +258 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 16,095 $583K 0.02% new 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 16,037 $581K 0.43% +176 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 16,033 $581K 0.28% +5,474 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 15,997 $579K 0.44% +4,547 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 15,963 $578K 0.21% +944 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 15,662 $567K 0.17% +3,458 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 15,395 $558K 0.01% -2,080 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 15,378 $557K 0.59% +6,228 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 15,172 $550K 0.02% +1,506 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 14,852 $538K 0.26% +526 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 13,600 $522K 0.07% +2,343 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 14,335 $519K 0.19% +2,862 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 14,272 $517K 0.07% +1,000 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 14,133 $512K 0.03% +1,095 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 14,063 $509K 0.15% +8,526 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 13,988 $507K 2.31% +4,946 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 13,770 $499K 0.11% 0 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 13,510 $489K 0.47% +2,215 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 13,335 $483K 0.04% new 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 13,315 $482K 0.06% -358 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 13,040 $478K 0.02% +361 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 13,108 $475K 0.02% -4,515 13F-HR Timeline Group Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 12,943 $469K 0.02% +313 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 12,542 $454K <0.01% new 13F-HR Timeline Group RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 12,311 $446K 0.23% -36,219 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 12,201 $442K 0.11% +661 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,146 $440K 0.04% +718 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,977 $434K 0.02% +2,369 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,922 $432K <0.01% -467,083 13F-HR Timeline Group Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 11,749 $426K 0.13% +211 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 11,336 $411K 0.02% +1,304 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 11,023 $399K 0.02% new 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 10,644 $386K 0.18% +5,096 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 10,600 $384K 0.04% +2,277 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 9,761 $382K 0.05% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 10,441 $378K <0.01% new 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 10,409 $377K 0.25% +575 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 9,601 $368K 0.18% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,023 $363K 0.01% +2,144 13F-HR/A Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,987 $362K <0.01% +2,535 13F-HR Timeline Group VestGen Investment Management More: the full row for VestGen Investment Management 9,944 $360K 0.2% -257 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 9,931 $360K 0.74% +1,662 13F-HR/A Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 9,833 $356K 0.35% +2 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 9,811 $355K 0.17% +46 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 9,766 $354K 0.28% +248 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,639 $349K 0.02% -114 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 9,629 $349K 0.26% -12,185 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 9,479 $343K 0.04% 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 9,442 $342K 0.2% +1,989 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 9,173 $332K 0.06% +1,458 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 9,136 $331K 0.11% +1,900 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 8,121 $328K 0.49% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 8,827 $320K 0.21% +5,447 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 8,393 $304K 0.2% +327 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 8,359 $303K 0.25% 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 8,346 $302K 0.23% +775 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 8,304 $301K 0.31% +1,173 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 7,501 $294K 0.07% +1,512 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 8,041 $291K 0.11% new 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 7,986 $289K 0.52% +2,350 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,929 $287K <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 7,234 $262K 0.07% -197 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 7,205 $261K 0.21% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 7,144 $260K 0.01% +836 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 7,175 $260K 0.23% -56 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,100 $257K 0.02% new 13F-HR Timeline Group STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,924 $251K 0.04% -35 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,432 $248K 0.01% 0 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 6,822 $247K 0.12% +219 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 6,643 $241K 0.07% +934 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,650 $241K 0.02% -169 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,604 $239K 0.05% new 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 6,420 $233K 0.22% new 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 6,391 $231K 0.21% +260 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,282 $228K 0.03% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 6,271 $227K 0.02% -159 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 6,219 $225K <0.01% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,009 $218K <0.01% new 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,999 $217K 0.05% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,954 $216K 0.01% new 13F-HR Timeline