SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 66,759 $3.09M 2.91% new 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 66,933 $3.08M 2.62% -61,005 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 66,284 $3.07M 0.98% +1,300 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 65,638 $3.04M 0.09% -25,764 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 63,690 $2.95M 0.06% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 63,157 $2.93M 0.28% -10,608 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 62,846 $2.91M 0.29% +5,356 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 62,371 $2.89M 0.02% -2,717 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 62,305 $2.89M 0.81% +9,404 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 61,915 $2.87M 2.14% -97,890 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 61,914 $2.87M <0.01% -3,247 13F-HR Timeline Group VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 61,739 $2.86M <0.01% +284 13F-HR Timeline Group Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 58,607 $2.85M 1.82% +2,251 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 60,836 $2.8M 0.43% +1,179 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 60,231 $2.79M 0.05% +9,991 13F-HR Timeline Group CacheTech Inc. More: the full row for CacheTech Inc. 59,829 $2.77M 0.51% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 59,569 $2.76M 0.08% -675 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 58,934 $2.73M 2.21% +4,842 13F-HR/A Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 57,875 $2.68M 0.53% +3,210 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 57,706 $2.67M 1.97% 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 57,351 $2.66M 0.11% 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 56,925 $2.64M 1.31% +7,514 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 56,879 $2.64M 0.19% -607 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 56,247 $2.61M 0.04% +8,763 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 55,915 $2.59M 0.04% +3,672 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 55,740 $2.58M 1.16% 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 53,791 $2.49M 0.05% 0 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 53,193 $2.46M 0.47% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 53,152 $2.46M 1.8% -1,872 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 52,980 $2.46M 0.01% +6,856 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 52,364 $2.43M 0.74% +2,387 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 50,594 $2.34M 0.01% -346 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 50,543 $2.34M 0.21% -3,284 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 49,884 $2.31M 0.09% -4,188 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 48,670 $2.26M 0.18% +61 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 48,296 $2.24M 0.02% -1,870 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 47,661 $2.21M 0.14% +846 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 47,390 $2.2M 0.63% -1,245 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 47,029 $2.18M 1.4% +2,289 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 46,616 $2.16M 1.23% +652 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 46,837 $2.16M 0.03% +24,860 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 46,427 $2.15M 0.18% +4,354 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 46,201 $2.14M 1.19% -2,724 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 44,571 $2.07M 1.71% -664 13F-HR Timeline City State Bank More: the full row for City State Bank 43,927 $2.04M 0.64% -4,110 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 41,930 $1.94M 0.04% -1,974 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 41,921 $1.94M 0.09% -24,476 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 41,269 $1.91M 0.05% +283 13F-HR Timeline Group BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 40,880 $1.89M 0.61% -1,000 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 40,876 $1.89M 0.15% +3,837 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 40,914 $1.89M <0.01% +4,205 13F-HR Timeline Group SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 40,427 $1.87M 0.68% -33,102 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 39,763 $1.84M 0.08% +12,346 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 39,700 $1.84M 0.01% -855,280 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 39,604 $1.84M 1.51% -2,509 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 39,505 $1.83M 0.3% -19,029 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 39,466 $1.83M 0.14% -1,035 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 39,240 $1.82M 1.15% +7 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 36,241 $1.68M 0.01% -28,179 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 36,000 $1.67M 0.06% 0 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 35,877 $1.66M 0.17% -2,519 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 35,806 $1.66M 0.12% -3,733 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 34,889 $1.62M 0.34% new 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 34,410 $1.59M 0.08% +979 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 34,238 $1.59M 0.75% +321 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 34,194 $1.58M 0.06% -2,348 13F-HR Timeline Group Security Financial Services, INC. More: the full row for Security Financial Services, INC. 34,146 $1.58M 0.28% +235 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 34,047 $1.58M 0.02% new 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 33,934 $1.57M 0.2% -31 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 33,390 $1.55M <0.01% -10,001 13F-HR Timeline Group TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 33,170 $1.54M 0.17% +5,240 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 32,841 $1.52M 0.04% +659 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 31,465 $1.46M 0.89% +11,666 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 31,382 $1.45M 0.28% -3,868 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 31,160 $1.44M 0.09% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 30,830 $1.43M 0.03% +766 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 30,369 $1.41M 0.39% -14,227 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 29,858 $1.38M 0.02% +4,383 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 29,847 $1.38M 0.49% -1,017 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 29,833 $1.38M 1.06% -1,712 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 29,715 $1.38M 0.43% new 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 28,117 $1.3M 0.33% -943 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 27,440 $1.27M 0.11% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 26,906 $1.25M 0.01% -4,111 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 26,626 $1.23M 0.23% -45,375 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 26,430 $1.23M 0.04% +3,711 13F-HR Timeline Group Essential Planning, LLC. More: the full row for Essential Planning, LLC. 26,315 $1.22M 0.45% -143 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 26,104 $1.21M 0.04% -31,499 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 26,053 $1.21M 0.02% +1,999 13F-HR Timeline Group IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 25,945 $1.2M 0.59% -4,971 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 25,752 $1.19M 0.01% +16,490 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 25,486 $1.18M 0.29% -2,051 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 25,142 $1.17M 0.1% +16,841 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 24,628 $1.14M 0.33% -93 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 24,102 $1.12M <0.01% +969 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 23,853 $1.11M 0.11% +66 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 23,806 $1.1M 0.29% +520 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 23,363 $1.08M 0.01% +265 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 22,584 $1.05M 0.05% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 22,522 $1.04M 0.01% -7,479 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 22,438 $1.04M 0.03% 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 22,391 $1.04M 0.35% +879 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 21,750 $1.01M 0.07% -1,898 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 21,597 $1M 0.43% +4,303 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 21,077 $977K 0.36% +4,353 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 20,473 $949K 0.4% +11,712 13F-HR/A Timeline Group HT Partners LLC More: the full row for HT Partners LLC 20,410 $946K 0.29% -36 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 20,396 $945K 0.02% +6,421 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 20,325 $942K 0.37% -567 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 20,199 $936K 0.02% -26,352 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 20,157 $934K 0.01% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 19,540 $905K 0.09% -19,629 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 19,445 $901K 0.16% -683 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 18,939 $878K 0.41% -482 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 18,691 $866K 0.06% -200 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 18,675 $865K 0.09% +3,162 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 18,519 $858K 0.03% -9,656 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 18,315 $849K 0.08% +242 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 18,263 $846K 0.83% +947 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 18,187 $843K 0.03% -1,478 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 17,969 $833K 0.2% -236 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 17,745 $822K 0.31% -45 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 17,665 $819K 0.01% +904 13F-HR/A Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 17,225 $798K 0.01% +3,479 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 17,090 $792K 0.04% 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 17,025 $789K 0.02% -766 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 16,789 $778K 0.04% -1,576 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 16,650 $772K 0.03% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 16,573 $768K 0.01% -453 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 16,564 $768K 0.5% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 16,006 $742K 0.06% -548 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 15,420 $715K 0.62% -57,431 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 15,221 $705K 0.03% +901 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 14,862 $689K 0.02% -1,133 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 14,853 $688K 0.11% -149 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 14,847 $688K 0.34% +584 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 14,750 $684K 0.6% +860 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 14,734 $683K 0.29% -3,820 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 14,678 $680K 0.08% -543 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 14,592 $676K 0.14% +743 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 14,470 $671K 0.17% +94 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 14,215 $659K 0.04% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 13,909 $642K 0.08% +3,265 13F-HR/A Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 13,843 $641K <0.01% new 13F-HR/A Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 13,549 $628K 0.01% -4,832 13F-HR Timeline Group MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 13,400 $621K 0.31% -562 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 12,934 $599K 0.3% +583 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 12,925 $599K 0.09% -834 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 12,787 $593K 0.1% +1,290 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 12,606 $584K <0.01% +984 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 12,401 $575K <0.01% new 13F-HR Timeline Group AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 12,377 $574K 0.12% +3,551 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 12,374 $573K 0.22% +592 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 12,140 $563K 0.08% +885 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 12,129 $562K 0.48% 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 12,115 $561K 0.02% +2,968 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 12,111 $556K 0.1% -58 13F-HR/A Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 11,974 $555K 0.07% +5,267 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 11,804 $547K 0.37% -302 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 11,751 $545K 0.12% +3,469 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 11,732 $544K 0.03% -1,622 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,644 $540K 0.01% +931 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 11,482 $532K 0.78% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 11,259 $522K 0.02% -4,967 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 11,201 $519K 0.11% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 11,187 $518K 0.01% +1,570 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,981 $509K <0.01% +7,488 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 10,903 $505K 0.05% -657 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 10,865 $503K 0.01% +4,905 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 10,772 $499K 0.03% -47 13F-HR Timeline Group Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 10,767 $499K 0.11% +220 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 10,622 $487K 0.03% -1,034 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,479 $486K <0.01% +1,370 13F-HR Timeline Group VestGen Investment Management More: the full row for VestGen Investment Management 10,322 $478K 0.34% -1,115 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,224 $474K 0.03% -261 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 10,149 $470K 0.04% -994 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 10,015 $464K 0.14% +516 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 9,849 $456K 0.37% -6,453 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 9,762 $452K <0.01% -149,270 13F-HR/A Timeline Group Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 9,672 $448K 0.06% +57 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 9,313 $432K 0.34% +2,443 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 9,281 $430K 0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 9,273 $430K <0.01% +674 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 9,083 $421K 0.08% +1,473 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 9,061 $420K 0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,975 $416K <0.01% -711 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 8,921 $413K -21,036 Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 8,890 $412K 0.23% new 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 8,560 $397K 0.29% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 8,555 $396K 0.01% -873 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 8,546 $396K 0.06% +3,468 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 8,534 $395K <0.01% new 13F-HR Timeline Group TRAN CAPITAL MANAGEMENT, L.P. 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