VICUS CAPITAL More: the full row for VICUS CAPITAL 6,886 $639K 0.06% +2,077 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 6,764 $628K 0.74% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 6,753 $627K <0.01% +694 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,649 $617K 0.02% +4,499 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6,639 $616K 0.03% -151 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 6,489 $602K 0.01% -15 13F-HR Timeline EQ LLC More: the full row for EQ LLC 6,480 $601K 0.28% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 6,380 $592K 0.21% -22 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 6,307 $585K 0.28% -748 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 6,250 $580K 0.31% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 6,200 $575K 0.01% 0 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 6,200 $575K 0.47% +329 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 5,975 $571K 0.11% +1,185 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 6,146 $570K 0.23% +9 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 6,123 $568K 0.44% +695 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 6,053 $562K <0.01% -234 13F-HR/A Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 5,974 $554K 0.11% +794 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,971 $554K 0.02% +1,398 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,239 $548K 0.07% +1,389 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 5,787 $537K 0.15% -8,479 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,742 $533K 0.03% new 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 5,722 $531K 0.11% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,718 $531K 0.02% -18,624 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,714 $530K 0.01% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,670 $526K 0.01% 0 13F-HR Timeline 1832 Asset Management L.P. 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More: the full row for SCOTIA CAPITAL INC. 5,579 $518K <0.01% -823 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,508 $511K 0.03% +807 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 5,443 $505K 0.42% -1,371 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 5,366 $498K 0.2% +566 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 5,348 $496K 0.21% -72 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 5,340 $495K 0.05% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,291 $491K <0.01% -564 13F-HR Timeline Group Amundi in group Amundi More: the full row for Amundi 5,260 $488K <0.01% new 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,234 $486K 0.05% 0 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 5,127 $476K 0.84% +21 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,080 $471K 0.04% +25 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 5,053 $469K 0.01% new 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 5,030 $467K 0.2% new 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 5,013 $465K 0.06% -2,323 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,984 $462K 0.01% -219 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,940 $458K <0.01% +1,589 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,919 $456K 0.15% +1,778 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 4,882 $453K 0.13% -1,551 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,757 $441K 0.19% -251 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,742 $440K 0.02% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,665 $433K <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 4,660 $432K 0.03% new 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 4,660 $432K 0.02% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 4,640 $431K 0.11% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,634 $430K 0.01% +898 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,590 $426K 0.03% +704 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,583 $425K 0.05% -58 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,557 $423K <0.01% -28,734 13F-HR/A Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 4,556 $423K 0.01% -37,765 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 4,490 $417K 0.33% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 4,481 $416K 0.01% 0 13F-HR Timeline Group Capital Planning LLC More: the full row for Capital Planning LLC 4,481 $416K 0.12% -879 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 4,455 $413K 0.01% +91 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 4,637 $408K 0.02% -57 13F-HR Timeline United Capital Management of KS, Inc. 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More: the full row for CIBC Private Wealth Group LLC 4,451 $367K <0.01% -164,090 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 3,950 $367K <0.01% 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 3,949 $366K 0.01% -344 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,944 $366K 0.03% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,889 $361K 0.02% +80 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 3,863 $358K 0.1% new 13F-HR/A Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,819 $354K 0.1% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,800 $353K 0.15% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,794 $352K 0.02% -4,977 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,773 $350K 0.08% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,756 $349K 0.1% +1,320 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 3,723 $345K 0.11% -69 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 3,689 $342K 0.01% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 3,659 $340K 0.12% -420 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,657 $339K 0.13% +1,684 13F-HR Timeline Group My Personal CFO, LLC More: the full row for My Personal CFO, LLC 3,657 $339K 0.17% +3 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 3,644 $338K 0.25% -666 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,641 $337K <0.01% +653 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 3,589 $333K 0.04% +10 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,577 $332K 0.05% +14 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,521 $327K 0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,442 $319K <0.01% -50 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,440 $319K 0.01% +2,440 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,427 $318K 0.03% new 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 3,400 $315K 0.37% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 3,385 $314K 0.06% 0 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 3,375 $313K <0.01% +1,081 13F-HR Timeline TME FINANCIAL, INC. 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More: the full row for Fortitude Advisory Group L.L.C. 3,140 $276K 0.2% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,970 $276K 0.01% +766 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 2,951 $274K 0.05% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,940 $273K 0.01% -354 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 2,893 $268K 0.08% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,885 $268K 0.06% +49 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,877 $267K 0.1% 0 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 2,861 $265K 0.29% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,853 $265K 0.01% 0 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 2,794 $259K 0.39% +1 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 2,784 $258K 0.03% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,760 $256K 0.08% 0 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,744 $255K 0.15% 0 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 2,744 $255K 0.13% +2 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 2,740 $254K 0.18% +302 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,725 $253K <0.01% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,705 $251K 0.04% +50 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,691 $250K 0.07% -62 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,673 $248K <0.01% +747 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,641 $245K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,630 $244K 0.02% -1 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 2,627 $244K 0.21% +4 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,636 $239K 0.05% +62 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 2,573 $239K 0.17% +291 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 2,538 $236K 0.19% new 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 2,538 $235K 0.17% +78 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,538 $235K 0.14% +3 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,516 $233K <0.01% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,265 $232K <0.01% -63,129 13F-HR/A Timeline Group James Reed Financial Services, Inc. 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More: the full row for Valued Retirements, Inc. 2,356 $219K 0.29% 0 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 2,332 $216K 0.05% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 2,324 $216K 0.1% -699 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,319 $215K 0.01% +2 13F-HR Timeline Group Sicart Associates LLC More: the full row for Sicart Associates LLC 2,313 $215K 0.07% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,312 $215K 0.01% 0 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 2,300 $213K 0.1% 0 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 2,293 $213K 0.18% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,286 $212K 0.02% +2 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 2,286 $212K 0.03% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,285 $212K 0.04% -140 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,284 $212K 0.01% +292 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 2,284 $212K 0.13% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 2,274 $211K 0.08% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,270 $211K <0.01% +469 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,018 $208K 0.05% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,292 $206K <0.01% -539 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,202 $204K <0.01% +18 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 2,191 $203K <0.01% +1,803 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,110 $196K 0.03% -746 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,080 $193K 0.01% +1,605 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,825 $185K 0.18% +3 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,865 $173K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,863 $173K 0.07% -37 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,802 $167K 0.13% +335 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,720 $160K <0.01% 0 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,680 $156K 0.15% 0 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 1,669 $155K 0.02% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,656 $154K 0.03% +32 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,600 $148K 0.13% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 610 $145K 0.1% -948 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,509 $140K 0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,412 $131K 0.04% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,400 $130K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,199 $124K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,300 $120K 0.01% +1,299 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,287 $119K 0.04% +50 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,199 $113K 0.03% -48,617 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,188 $111K 0.07% new 13F-HR Timeline