ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 104,315 $9.04M 3.25% +4,769 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 104,260 $9.04M 0.01% +27,494 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 103,931 $9.01M 0.16% -7,688 13F-HR Timeline Teucrium Investment Advisors, LLC More: the full row for Teucrium Investment Advisors, LLC 104,036 $8.99M 6.97% new 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 102,604 $8.89M 1.96% +50,678 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 102,108 $8.85M 0.16% -28,147 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 101,941 $8.84M 0.07% +7,057 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 101,647 $8.81M 0.7% +8,197 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 101,508 $8.8M 1.98% +48,100 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 100,631 $8.72M 0.79% +33,080 13F-HR Timeline Group SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 100,315 $8.7M 5.19% +7,663 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 100,222 $8.69M 4.9% +1,391 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 100,079 $8.68M 1.13% -12,937 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 99,658 $8.64M 0.03% -17,404 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 99,099 $8.59M 0.62% +15,083 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 98,232 $8.56M 0.06% +4,281 13F-HR Timeline Group BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 97,625 $8.46M 1.23% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 97,480 $8.45M 0.1% +86,330 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 97,312 $8.44M 0.07% new 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 96,257 $8.34M 0.14% +16,513 13F-HR Timeline BASSWOOD CAPITAL MANAGEMENT, L.L.C. More: the full row for BASSWOOD CAPITAL MANAGEMENT, L.L.C. 96,154 $8.34M 0.42% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 96,151 $8.33M 0.01% -4,138 13F-HR Timeline Group Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 93,254 $8.08M 1.82% +7,229 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 92,620 $8.03M 1.38% +40,144 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 90,756 $7.87M 0.33% +715 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 90,023 $7.8M 6.41% +2,081 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 88,918 $7.71M 3.68% +85,389 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 87,919 $7.64M 2.03% -8,144 13F-HR Timeline Group AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 87,125 $7.55M 4.61% +33,800 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 83,000 $7.51M 1.62% +38,000 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 86,264 $7.48M 0.12% +74,097 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 85,050 $7.37M 0.09% new 13F-HR Timeline Group Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 84,542 $7.33M 2.03% -241 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 83,704 $7.26M 3.56% +3,422 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 82,134 $7.12M 0.04% -1,166 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 82,045 $7.11M 0.11% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 81,305 $7.05M <0.01% -3,227 13F-HR Timeline Group LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 80,131 $6.95M 2.07% +10,919 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 80,018 $6.94M 0.43% +15,864 13F-HR Timeline Niles Investment Management, LLC More: the full row for Niles Investment Management, LLC 79,148 $6.86M 6.16% new 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 78,474 $6.8M 4.45% -536 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 77,670 $6.73M 2.51% +1,374 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 76,758 $6.65M 1.82% -3,750 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 76,020 $6.59M 0.12% -5,281 13F-HR Timeline Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 75,854 $6.58M +7,457 Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 75,755 $6.57M 0.59% 13F-HR Timeline Group Custos Family Office, LLC More: the full row for Custos Family Office, LLC 75,381 $6.53M 4.53% -3,199 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 75,282 $6.53M 0.06% -196,429 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 75,000 $6.5M 0.24% new 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 74,978 $6.5M 1.67% +2,967 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 74,730 $6.48M 0.24% -2,063 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 74,468 $6.46M 0.24% -8,255 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 74,453 $6.45M 0.05% +47,769 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 73,202 $6.35M 0.01% -10,400 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 72,661 $6.3M 1.46% +4,006 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 72,547 $6.29M 4.78% -187 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 72,489 $6.28M 1.28% +20,104 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 72,167 $6.26M 1.06% -34,642 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 72,000 $6.24M 0.21% +34,000 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 70,722 $6.13M 4.09% -6,058 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 70,500 $6.11M 5.96% new 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 70,250 $6.09M 0.54% +65,825 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 70,165 $6.08M 2.83% -1,960 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 69,666 $6.04M 3.22% +4,558 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 69,499 $6.02M 1.75% -367 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 69,200 $6M 2.85% +7,476 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 67,737 $5.87M 0.15% -2,300 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 67,603 $5.86M 0.27% +4,875 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 67,206 $5.83M 0.07% -10,596 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 67,047 $5.81M 0.86% +19,515 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 66,837 $5.79M 0.32% -129 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 66,118 $5.73M 0.74% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 65,417 $5.67M 0.17% -2,424 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 64,765 $5.61M 0.19% +25,418 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 64,405 $5.58M 0.13% -212 13F-HR Timeline Group IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 63,718 $5.52M 0.08% -134,222 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 63,656 $5.52M 0.21% -270,104 13F-HR/A Timeline Group SFMG, LLC More: the full row for SFMG, LLC 62,754 $5.44M 0.37% -13,472 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 62,143 $5.39M 1.51% +14,613 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 61,518 $5.33M 3.26% +7,836 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 60,895 $5.28M 0.27% -16,772 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 60,811 $5.27M 1.64% +3,241 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 60,128 $5.21M 1.07% +7,176 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 59,738 $5.18M 2.41% +3,324 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 59,610 $5.17M 0.01% -35,477 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 59,592 $5.17M 0.69% +3,644 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 59,082 $5.12M 0.06% -33,001 13F-HR Timeline Group LCW Services, LLC More: the full row for LCW Services, LLC 59,019 $5.12M 2.54% +5,455 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 58,994 $5.11M 0.19% +42,438 13F-HR Timeline Group TD Asset Management Inc More: the full row for TD Asset Management Inc 57,949 $5.02M <0.01% -1,924 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 57,005 $4.94M 0.18% -27,414 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 56,450 $4.89M 0.25% -9,294 13F-HR Timeline EQ LLC More: the full row for EQ LLC 56,304 $4.88M 1.38% +3,998 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 55,424 $4.8M 1.96% +4,127 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 55,065 $4.77M 2.69% +2,267 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 54,988 $4.77M 1.53% +12,318 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 54,100 $4.69M 0.95% new 13F-HR Timeline CAPITOLIS LIQUID GLOBAL MARKETS LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for CAPITOLIS LIQUID GLOBAL MARKETS LLC 53,890 $4.67M 0.03% 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 53,830 $4.67M 0.04% 0 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 53,700 $4.64M 0.01% -700,146 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 52,314 $4.54M 0.13% -4,553 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 52,257 $4.53M 0.01% +13,060 13F-HR Timeline Group Monument Capital Management More: the full row for Monument Capital Management 51,521 $4.47M 1.12% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 51,493 $4.46M 0.11% -280,076 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 51,864 $4.44M -38,470 Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 50,122 $4.35M 0.28% new 13F-HR Timeline INTREPID FAMILY OFFICE LLC More: the full row for INTREPID FAMILY OFFICE LLC 50,000 $4.33M 3.77% new 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 49,739 $4.31M 1.9% -490 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 49,519 $4.29M 0.62% +6,446 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 49,480 $4.29M 3.78% +1,497 13F-HR Timeline BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 49,201 $4.27M 2.28% -52,040 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 48,833 $4.23M 0.07% +4,513 13F-HR Timeline Group Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 48,621 $4.21M 1.9% -36,807 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 48,256 $4.18M 0.06% new 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 47,610 $4.13M 0.8% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 47,254 $4.1M 0.15% -94,563 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 47,253 $4.1M 0.01% +845 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 47,003 $4.07M 0.75% +34,981 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 46,760 $4.05M 0.95% +2,456 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 46,028 $3.99M 1.1% -2,674 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 45,880 $3.98M <0.01% -8,050 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 45,848 $3.97M 4.43% +4,928 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 45,175 $3.92M 1.44% +4,950 13F-HR Timeline Timelo Investment Management Inc. in group Timelo Investment Management … More: the full row for Timelo Investment Management Inc. 45,000 $3.9M 5.34% new 13F-HR Timeline Group Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 45,464 $3.9M 0.45% -21,759 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 44,242 $3.84M 1.09% -1 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 44,109 $3.82M 0.32% +1,475 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 43,600 $3.78M 1.73% +2,338 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 42,926 $3.72M 1.09% +3,755 13F-HR Timeline Integrity Wealth Partners, LLC More: the full row for Integrity Wealth Partners, LLC 42,876 $3.72M 3.35% 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 42,668 $3.7M <0.01% -2,816 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 42,457 $3.68M 0.25% -414 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 42,450 $3.68M 1.82% +14,725 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 42,178 $3.66M 0.26% +7,268 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 42,170 $3.66M 0.08% -76,847 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 42,091 $3.65M 0.15% +40,641 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 41,989 $3.64M 0.1% -3,347 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 41,353 $3.58M 2% -633 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 41,061 $3.56M 1.87% +22,370 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 40,977 $3.51M 0.58% +387 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 40,154 $3.48M 0.06% +21,761 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 40,129 $3.48M 0.01% +6,051 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 40,000 $3.47M 0.08% 0 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 39,899 $3.46M 1.86% -908 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 39,702 $3.44M 0.12% -891 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 39,608 $3.43M <0.01% +7,336 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 39,431 $3.42M 0.29% -1,988 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 39,412 $3.42M 0.08% +8,556 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 38,581 $3.34M 0.2% +4,608 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 38,494 $3.34M 0.01% -1,033 13F-HR Timeline Group Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 37,717 $3.27M 0.41% +32,414 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 37,683 $3.27M 1.28% +2,234 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 37,467 $3.25M 0.18% -92,875 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 37,017 $3.21M 0.07% -888 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 36,693 $3.18M 0.56% +919 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 35,815 $3.1M 0.84% -242 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 35,741 $3.1M 1.26% +230 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 35,400 $3.07M 1.52% +8,863 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 35,837 $3.04M 0.6% 0 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 35,050 $3.04M 3.8% +5,050 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 34,607 $3M 0.21% 0 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 34,367 $2.98M 2.41% -1,956 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 34,005 $2.95M 0.01% -2,285 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 33,943 $2.94M 0.31% +30,935 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 33,527 $2.91M 1.19% +2,340 13F-HR Timeline Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 33,269 $2.88M 5.3% new 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 33,202 $2.88M 2.55% -2,987 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 33,157 $2.87M 1.31% +3,730 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 33,073 $2.87M 1.22% +780 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 33,052 $2.87M 0.13% +3,458 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 32,608 $2.83M 1.58% +1,678 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 32,543 $2.82M 0.02% -8,233 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 32,498 $2.82M 0.05% -477 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 32,387 $2.81M 0.74% +978 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 32,301 $2.8M 0.01% -4,957 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 32,122 $2.78M 0.01% -4,747 13F-HR Timeline Group Blue Capital, Inc. More: the full row for Blue Capital, Inc. 31,960 $2.77M 1.81% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 31,840 $2.76M 0.01% +3,986 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 31,834 $2.76M -378 Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 31,780 $2.76M 0.63% +15,789 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 32,347 $2.75M 0.08% +15,510 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 31,585 $2.74M 2.54% -195 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 31,174 $2.7M 0.3% -1,413 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 30,655 $2.66M 0.64% -676 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 30,614 $2.65M 0.2% +2,365 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 30,594 $2.65M 0.16% +3,136 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 30,432 $2.64M 1.9% +15,462 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 30,400 $2.64M 0.01% -14,548 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 30,291 $2.63M 0.58% +15,591 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 30,072 $2.61M 1.41% +466 13F-HR/A Timeline MA Private Wealth More: the full row for MA Private Wealth 29,905 $2.59M 0.44% -3,541 13F-HR Timeline UDINE WEALTH MANAGEMENT, INC. More: the full row for UDINE WEALTH MANAGEMENT, INC. 29,896 $2.59M 1.27% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 29,880 $2.59M 1.14% +17,500 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 29,796 $2.58M 0.35% +2,497 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 29,729 $2.58M 0.45% +8,964 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 29,625 $2.57M 0.05% -507 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 29,460 $2.55M 1.28% -1,520 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 29,070 $2.52M 0.28% -291,876 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 28,913 $2.51M 0.41% new 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 28,865 $2.5M 1.41% -609 13F-HR Timeline