John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 13,894 $1.53M 2.36% +156 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 13,789 $1.52M 0.19% +5,274 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 13,701 $1.51M 0.67% +29 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 13,580 $1.5M 0.34% -576 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 13,511 $1.49M 0.02% -8 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 13,450 $1.49M 0.02% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 13,402 $1.48M 0.85% -263 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 13,402 $1.48M 0.07% +7,486 13F-HR Timeline Lifetime Wealth Management P.C. 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Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 10,753 $1.19M 0.16% -84,030 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 10,557 $1.17M 0.78% +289 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 10,443 $1.15M 0.19% +130 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 10,168 $1.12M 0.08% +2,483 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 10,082 $1.11M 0.02% -143 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 10,048 $1.11M <0.01% -361 13F-HR Timeline Group Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 9,930 $1.1M 1.09% -28 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 9,847 $1.09M 0.15% new 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 9,752 $1.08M 0.27% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,458 $1.04M <0.01% -181 13F-HR Timeline Group West Wealth Group, LLC More: the full row for West Wealth Group, LLC 9,429 $1.04M 0.21% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,381 $1.04M 0.03% -1,230 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,371 $1.04M 0.02% +4,785 13F-HR/A Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 9,269 $1.02M 0.05% +253 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 9,250 $1.02M 0.16% +252 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 9,195 $1.02M 0.41% 0 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 9,184 $1.01M 0.12% +28 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 9,174 $1.01M 0.02% -759 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 9,084 $1M 0.03% +5,256 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,027 $997K <0.01% -1,227 13F-HR Timeline Group marrick wealth, LLC More: the full row for marrick wealth, LLC 8,979 $992K 0.83% +26 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 8,964 $990K 0.5% +1,539 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 8,954 $989K 0.09% +6,030 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 8,921 $986K 0.54% -840 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 8,814 $974K 0.69% +1,026 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,695 $961K 0.03% -3,032 13F-HR/A Timeline Group Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 8,612 $951K 0.43% -21 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 8,597 $950K 0.46% -172 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 8,572 $947K 0.37% -1,584 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 8,546 $944K 0.94% +288 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 8,444 $933K 0.21% -2,420 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 8,309 $918K 0.04% +16 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for 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Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 8,101 $895K 0.56% +4,989 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 8,012 $885K 0.59% +22 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 7,960 $879K 0.73% -17,016 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 7,946 $878K <0.01% -1,882 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 7,774 $859K 0.01% +13 13F-HR Timeline Group Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 7,770 $858K 0.27% -246 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 7,768 $858K 0.7% +1,132 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,749 $856K 0.03% +7,676 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 7,741 $855K 0.01% new 13F-HR Timeline Group Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 7,727 $854K 0.29% +3,746 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 7,681 $849K 0.06% +106 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 7,611 $841K 0.13% -15,811 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 7,558 $835K 0.09% -1,403 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 7,525 $831K 0.24% -237 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 7,486 $827K <0.01% -332 13F-HR Timeline Group Facet Wealth, Inc. 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More: the full row for CIBC Bancorp USA Inc. 7,159 $791K <0.01% 13F-HR Timeline Group BFI Wealth Solutions, LLC More: the full row for BFI Wealth Solutions, LLC 7,000 $779K 0.75% +1,000 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 6,976 $771K 0.33% -21,955 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 6,958 $769K 0.12% +82 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 6,951 $768K 0.49% new 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 6,942 $767K 1.18% -736 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 6,867 $759K 0.69% +2,111 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,819 $753K 0.02% +6 13F-HR Timeline Valmark Advisers, Inc. 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More: the full row for Whitaker-Myers Wealth Managers, LTD. 6,065 $670K 0.13% -346 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 6,030 $666K 0.04% +297 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 6,024 $665K 0.56% 0 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 6,005 $663K 0.16% +16 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 5,985 $661K 0.17% +449 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 5,951 $658K 0.2% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,932 $655K 0.01% +2,300 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 5,808 $642K 0.08% +1,290 13F-HR Timeline Selective Wealth Management, Inc. 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More: the full row for NWF Advisory Services Inc. 5,293 $585K 0.07% -231 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,226 $577K 0.08% new 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 5,159 $570K 0.18% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,150 $569K 0.03% -368 13F-HR Timeline Group Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,046 $557K 0.2% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 5,036 $556K 0.41% +14 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 5,035 $556K 0.04% -6,045 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,019 $554K <0.01% 0 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,015 $554K 0.02% -298 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 4,962 $548K 0.25% new 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 4,952 $547K 0.32% +237 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,947 $546K 0.01% +46 13F-HR Timeline Group Atlas Wealth LLC More: the full row for Atlas Wealth LLC 4,934 $545K 0.16% 0 13F-HR/A Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 4,930 $545K 0.39% -2,588 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 4,860 $537K 0.07% 0 13F-HR Timeline Group Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 4,771 $527K 0.19% +1,716 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 4,724 $522K 0.45% +3,100 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 4,695 $519K 0.25% +30 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,693 $518K 0.03% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,686 $518K 0.15% -32 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,666 $515K 0.07% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 4,654 $514K 0.07% -881 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 4,593 $507K 0.09% new 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 4,458 $493K 0.17% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 4,429 $489K 0.15% +809 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,376 $483K 0.06% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,349 $480K 0.04% +2 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 4,288 $474K 0.21% -251 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. 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