Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 2,230,507 $112M 14.61% +50,967 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,935,395 $97.5M 21.59% -307,715 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 1,853,035 $93.3M 36.46% +1,551,357 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 1,392,000 $70.1M 8.74% new 13F-HR Timeline Group 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 968,041 $48.7M 3.32% -41,517 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 716,591 $36.1M <0.01% +293,487 13F-HR Timeline Group SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 492,360 $24.8M 10.23% +34,799 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 466,461 $23.5M 0.01% +183,341 13F-HR Timeline Group Municipal Employees' Retirement System … More: the full row for Municipal Employees' Retirement System of Michigan 448,334 $22.6M 0.29% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 352,383 $17.7M 9% -15,474 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 274,222 $13.8M 0.15% -472 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 239,600 $12M 1.61% 0 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 230,502 $11.6M 0.04% +19,165 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 215,019 $10.8M 2.42% -44,410 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 206,272 $10.4M 0.12% -17,370 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 195,198 $9.83M 0.79% -17,370 13F-HR Timeline Stadion Money Management, LLC More: the full row for Stadion Money Management, LLC 182,460 $9.19M 0.92% -10,402 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 157,029 $7.91M 3.68% -81,876 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 153,449 $7.73M 0.25% +11,346 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 151,267 $7.62M 0.04% -14,302 13F-HR/A Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 139,735 $7.04M 0.4% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 137,712 $6.93M 0.23% +91,254 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 119,770 $6.03M 0.94% +6,070 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 116,387 $5.86M 0.44% -1,726 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 108,707 $5.46M 0.01% 0 13F-HR/A Timeline Group Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 98,778 $4.97M 1.89% -1,736 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 92,922 $4.68M 1.83% +8,950 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 90,387 $4.55M 0.02% +12,662 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 89,622 $4.51M 0.03% +78 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 88,802 $4.47M 4.8% +61,326 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 82,178 $4.14M <0.01% +14,975 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 75,689 $3.81M 0.37% +21,204 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 74,436 $3.75M 0.01% -14,110 13F-HR Timeline Group Encompass More Asset Management More: the full row for Encompass More Asset Management 73,955 $3.72M 1.11% +8,866 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 65,915 $3.32M 0.62% new 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 60,880 $3.07M 0.1% -1,188 13F-HR Timeline Group Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 58,874 $2.96M 0.77% -15,024 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 53,699 $2.7M 0.44% +1,334 13F-HR/A Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 50,414 $2.54M 0.11% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 49,182 $2.48M 0.28% +40,676 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 30,915 $1.56M <0.01% -4,711 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 30,116 $1.51M 0.66% 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 28,297 $1.42M 0.84% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 28,028 $1.41M 0.01% -2,868 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 28,028 $1.41M 0.01% -2,868 13F-HR/A Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 27,532 $1.39M 0.44% +15,592 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 27,406 $1.38M 1.09% +8,854 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 26,428 $1.33M <0.01% -1,354 13F-HR Timeline Group Matrix Trust Co More: the full row for Matrix Trust Co 25,574 $1.29M 0.22% +24,477 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 25,098 $1.26M <0.01% -2,131 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 23,891 $1.2M 0.2% -7,448 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 23,757 $1.2M 0.22% +8,965 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 22,943 $1.16M <0.01% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 19,881 $1M <0.01% +6,040 13F-HR/A Timeline Group Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 16,548 $833K 0.69% +10,324 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 16,346 $823K 0.27% -3,685 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 15,975 $804K 0.02% new 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 14,657 $738K 0.54% +9,928 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 14,643 $737K 0.07% -47 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 14,507 $730K <0.01% new 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 13,198 $665K 0.54% +707 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 12,641 $637K 0.48% +600 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 11,795 $593K <0.01% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 10,002 $504K <0.01% new 13F-HR Timeline Group Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 9,600 $483K 0.26% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 9,504 $479K 0.63% +3,622 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 9,456 $476K 0.01% +3,340 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 9,221 $463K 0.31% +66 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 8,813 $444K 0.11% +523 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 8,838 $443K 0.14% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 8,698 $437K 0.15% new 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 8,653 $436K 0.36% +83 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,352 $421K 0.02% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 8,208 $413K <0.01% new 13F-HR/A Timeline Group Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 8,072 $406K 0.41% -2,638 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 8,000 $403K 0.05% +2,700 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 7,802 $393K 0.03% -876 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 7,572 $381K 0.08% +3,410 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,106 $358K 0.01% -5,688 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 6,865 $345K 0.13% -10,300 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,776 $341K 0.03% +1,093 13F-HR/A Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 6,602 $331K 0.03% -151 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 6,402 $322K 0.14% -3,410 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,214 $313K 0.02% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,153 $310K 0.11% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 6,129 $309K <0.01% 0 13F-HR Timeline Group BANK OZK More: the full row for BANK OZK 6,106 $307K 0.13% -400 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,812 $293K <0.01% new 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 5,505 $277K <0.01% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,500 $277K 0.01% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,264 $265K <0.01% -4,198 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,261 $265K <0.01% -2,764 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,228 $263K <0.01% -301 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,474 $225K <0.01% -411 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 4,020 $202K 0.14% -24,597 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,742 $138K <0.01% -3,949 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,561 $129K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,090 $105K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,400 $70.5K 0.05% +289 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 815 $41K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 798 $40.2K 0.02% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 698 $35.1K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 378 $19K <0.01% +252 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 174 $8.74K <0.01% +83 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 7 $352 <0.01% -1,102 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2 $101 <0.01% -1,232 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1 $50 <0.01% new 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -5,620 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.