Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 78,624 $3.7M 1.13% +9,608 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 78,135 $3.68M 0.12% +2,685 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 78,056 $3.67M 1.29% 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 77,594 $3.65M 3.81% 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 77,562 $3.65M 0.34% +14 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 76,593 $3.61M 0.27% +1,792 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 76,573 $3.61M 1.16% +5,065 13F-HR Timeline Blue Trust, Inc. 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More: the full row for Alternative Investment Advisors, LLC. 70,194 $3.3M 1.43% +6,167 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 70,140 $3.3M <0.01% +8,855 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 67,735 $3.19M 0.06% +17,747 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 67,643 $3.18M <0.01% +13,061 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 67,200 $3.16M 0.01% +5,000 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 67,002 $3.15M 0.74% -2,577 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 66,871 $3.15M 0.12% +34,585 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 66,655 $3.14M 0.56% +7,635 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 66,163 $3.11M 0.04% +9,352 13F-HR Timeline Group EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 65,470 $3.08M 0.06% +640 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 64,951 $3.06M 0.04% +4,092 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 62,355 $2.94M 0.04% +1,089 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 62,151 $2.93M <0.01% -2,928 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 61,377 $2.89M 0.01% +3,283 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 60,585 $2.85M 1.97% +1,478 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 60,539 $2.85M <0.01% +21,409 13F-HR/A Timeline Group Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 59,970 $2.82M 1.95% -1,945 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 59,851 $2.82M 0.38% +13,267 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 58,883 $2.77M 2.03% -139 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 57,746 $2.72M 0.33% +49,240 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 57,494 $2.71M 0.2% +23,725 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 56,953 $2.68M 0.03% +31,793 13F-HR Timeline Group CacheTech Inc. 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More: the full row for Jefferies Financial Group Inc. 50,383 $2.37M 0.02% -1,761 13F-HR Timeline Group Adams Wealth Management More: the full row for Adams Wealth Management 49,844 $2.35M 0.5% +586 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 49,159 $2.31M 1.3% -15,454 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 49,019 $2.31M 0.18% +380 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 48,004 $2.26M 0.06% +9,505 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 47,726 $2.25M 0.05% -10,052 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 47,466 $2.23M 0.18% -1,025 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 47,435 $2.23M 0.09% -375 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 46,200 $2.18M <0.01% new 13F-HR Timeline Group LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 46,158 $2.17M 1.67% +674 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 46,008 $2.17M 0.03% +549 13F-HR Timeline Group Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 45,534 $2.14M 1.43% 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 45,460 $2.14M 1.59% 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 42,449 $2M 0.14% +661 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 42,252 $1.99M 0.2% +9,372 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 40,674 $1.91M 0.03% +3,868 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 40,652 $1.91M 0.01% -62 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 40,634 $1.91M 0.04% -902 13F-HR Timeline Group PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 40,225 $1.89M 1.11% +1,060 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 39,846 $1.88M 0.42% +7,536 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 39,038 $1.84M 0.7% +1,951 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 38,944 $1.83M 0.29% +3,270 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 38,749 $1.82M 0.4% -9,006 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 38,494 $1.81M <0.01% 0 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 37,729 $1.78M 0.16% +1,567 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 37,526 $1.77M 0.71% -3,801 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 37,468 $1.76M 0.09% -4,022 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 37,231 $1.75M 0.03% 13F-HR Timeline City State Bank More: the full row for City State Bank 36,957 $1.74M 0.48% +235 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 36,740 $1.73M 0.08% -3,499 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 36,696 $1.73M 0.1% -425 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 36,679 $1.73M 0.87% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 36,598 $1.72M 0.05% +1,246 13F-HR/A Timeline Group Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 36,518 $1.72M 0.73% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 36,000 $1.69M 0.06% 0 13F-HR Timeline Group AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 35,955 $1.69M 0.12% +3,185 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 35,629 $1.68M 0.21% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 35,104 $1.65M <0.01% -292 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 34,527 $1.63M 0.01% +11,973 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 34,384 $1.62M 1.12% +983 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 33,820 $1.59M 0.01% -373 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 33,626 $1.58M 0.03% -2,302 13F-HR/A Timeline AXS Investments LLC More: the full row for AXS Investments LLC 33,311 $1.57M 0.54% -302 13F-HR/A Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 33,229 $1.56M 0.09% -30,432 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 33,097 $1.56M 1.18% +13,547 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 32,934 $1.55M 2.3% -312,239 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 32,641 $1.54M 0.06% +31,986 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 31,807 $1.5M 0.03% +12,665 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 31,641 $1.49M 0.07% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 31,160 $1.47M 0.08% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 31,033 $1.46M 0.36% +17,316 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 29,522 $1.39M 0.32% -463 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 29,332 $1.38M 0.01% 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 29,173 $1.37M 1.47% 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 28,897 $1.36M 0.22% +1,722 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 28,894 $1.36M 0.13% +28 13F-HR/A Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 28,440 $1.34M 0.16% -5,565 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 28,328 $1.33M 0.93% -16,000 13F-HR Timeline LANARK FINANCIAL, INC. 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More: the full row for Stratos Wealth Partners, LTD. 25,116 $1.18M 0.01% -1,600 13F-HR Timeline Group A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 24,444 $1.15M 1% +9,051 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 24,314 $1.14M 0.3% 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 23,801 $1.12M 0.07% new 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 23,604 $1.11M 0.05% 0 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 23,354 $1.1M 0.49% new 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 23,081 $1.09M 0.74% +1,590 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 23,002 $1.08M 0.06% +13,921 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. 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