Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 137,974 $10.2M 0.18% 0 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 136,718 $10.1M 0.17% +32 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 134,489 $9.96M 0.41% +1,345 13F-HR/A Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 133,851 $9.91M 1.4% -6,855 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 133,202 $9.87M 1.59% +60,250 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 133,117 $9.86M 2.11% +13,252 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 132,938 $9.85M 1.83% +6,410 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 132,073 $9.78M 2.24% -577 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 131,046 $9.71M 7.7% +2,694 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 130,570 $9.66M 6.44% +20,731 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 130,295 $9.65M 0.4% -1,800 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 130,199 $9.64M 0.17% +55,722 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 129,593 $9.6M 1.12% +959 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 129,161 $9.57M 0.12% +2,044 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 128,852 $9.54M 0.49% +19,564 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 128,613 $9.53M 4.82% -838 13F-HR/A Timeline Glenview Trust Co More: the full row for Glenview Trust Co 128,036 $9.48M 0.15% -1,141 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 127,996 $9.48M 5.75% +4,039 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 126,096 $9.34M 0.13% +32,423 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 126,037 $9.34M 0.75% +954 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 125,413 $9.29M 4.47% -2,037 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 124,315 $9.21M 0.14% +1,227 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 123,991 $9.18M 0.52% -517 13F-HR Timeline Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 123,670 $9.16M 5.07% +13,504 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 123,156 $9.12M 0.97% +638 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 121,944 $9.03M 3.35% +7,732 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 120,258 $8.91M 0.07% +12,951 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 119,717 $8.87M 0.15% +14,269 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 119,217 $8.86M 5.55% +32,923 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 119,527 $8.85M 3.62% +24,005 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 119,356 $8.84M +4,602 Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 118,150 $8.75M 0.01% +50,842 13F-HR Timeline Group Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 117,352 $8.69M 4.37% +3,279 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 117,094 $8.67M 6.52% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 117,073 $8.67M 0.32% +9,914 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 116,598 $8.64M 0.44% +2,000 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 116,332 $8.62M 4.64% +3,775 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 115,064 $8.52M 1.44% 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 114,357 $8.47M 0.05% +11,571 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 112,725 $8.35M 1.8% +1,378 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 112,590 $8.34M 0.37% +15,751 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 112,363 $8.32M 7.86% 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 112,118 $8.3M 1.58% +17,262 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 111,009 $8.22M 4.5% -277 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 110,834 $8.21M 3.09% +908 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 110,470 $8.19M 4.2% +2,831 13F-HR Timeline CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 110,496 $8.18M +95,551 Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 110,032 $8.15M 2.49% -475 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 109,471 $8.11M 0.77% +37,554 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 108,579 $8.04M 0.61% -18,306 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 108,159 $8.01M 0.01% -6,743 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 107,717 $7.98M 0.48% -4,244 13F-HR Timeline Group Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 107,099 $7.93M 2.56% +6,739 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 106,597 $7.9M 0.26% -11,201 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 106,400 $7.88M 1.1% +28,292 13F-HR Timeline Reality Financial Planning Services, LLC More: the full row for Reality Financial Planning Services, LLC 105,909 $7.84M 7.51% 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 105,949 $7.84M 7.08% +5,454 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 105,710 $7.83M 1.85% +36,935 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 105,470 $7.81M 0.11% +8,088 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 105,325 $7.8M 0.49% -675 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 105,071 $7.78M 7.24% -1,187 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 104,664 $7.75M 0.16% -100,718 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 104,422 $7.73M 7.71% +14,249 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 104,331 $7.73M 0.45% -15,746 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 104,093 $7.71M 0.02% +48,405 13F-HR Timeline Group FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 103,331 $7.65M 2.97% -274,784 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 103,240 $7.65M 0.02% +29,560 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 103,229 $7.65M 1.91% +19,396 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 103,197 $7.64M <0.01% +2,460 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 135,423 $7.63M 0.17% -9,478 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 102,999 $7.63M 1.26% +1,868 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 102,239 $7.57M 1.11% +12,334 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 102,160 $7.57M 2.36% +10,220 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 101,248 $7.51M 5.8% +2,393 13F-HR Timeline City State Bank More: the full row for City State Bank 101,330 $7.51M 2.06% +3,056 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 100,245 $7.44M 3.2% -2,865 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 100,332 $7.43M 0.27% +12,013 13F-HR Timeline Bernzott Capital Advisors More: the full row for Bernzott Capital Advisors 99,858 $7.4M 3.52% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 99,668 $7.38M 0.83% +9,795 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 99,350 $7.36M 6.15% 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 99,155 $7.36M 7.47% +2,900 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 99,229 $7.35M 0.55% -1,374 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 98,261 $7.28M 0.08% -4,480 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 97,909 $7.25M 0.01% -4,693 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 97,575 $7.23M 0.24% -26,466 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 96,854 $7.17M 0.42% -2,107 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 96,604 $7.16M 3.59% -65 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 95,891 $7.1M 4.03% +5,007 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 95,802 $7.1M 4.86% +1,907 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 95,538 $7.08M 0.09% -37,727 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 95,521 $7.08M 1.34% +1,973 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 94,791 $7.02M 0.49% +7,796 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 94,417 $6.99M 6.6% 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 92,777 $6.87M 0.11% +62,325 13F-HR/A Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 92,728 $6.87M 6.4% +3,284 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 91,338 $6.77M 4.41% 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 90,429 $6.7M 0.52% +28,394 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 90,016 $6.67M 0.81% +8,584 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 89,867 $6.66M 0.81% -575,302 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 89,826 $6.65M 3.2% +8,397 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 89,735 $6.65M 3.92% +4,160 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 89,592 $6.64M 0.14% +48,829 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 89,230 $6.61M 0.39% +1,158 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 88,592 $6.56M 0.29% +15,652 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 88,039 $6.52M 0.54% +82,348 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 87,112 $6.45M 2.32% +11,053 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 86,878 $6.44M 1.22% +3,978 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 86,615 $6.42M 2.73% -929 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 86,318 $6.39M 0.16% +54,846 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 86,147 $6.38M 4.24% +5,854 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 85,440 $6.33M 0.42% -19 13F-HR Timeline CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 84,729 $6.28M 5.72% 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 84,271 $6.24M 1.59% -15,078 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 84,184 $6.24M 6.71% 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 83,599 $6.19M 0.18% -55 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 83,205 $6.16M 1.38% -23,163 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 82,161 $6.09M 0.11% +627 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 81,955 $6.07M 0.07% +10,707 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 81,034 $6M 1.78% +428 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 81,010 $6M 2.38% 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 81,009 $6M 3.68% -12,507 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 80,176 $5.94M 0.36% +19,090 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 79,646 $5.92M 2.45% +3,829 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 79,699 $5.9M 0.45% +307 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 78,431 $5.81M 3.61% +373 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 77,389 $5.73M 3.67% +2,184 13F-HR/A Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 76,743 $5.68M 3.26% +7,135 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 76,636 $5.68M 0.19% -3,081 13F-HR Timeline Group Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 76,583 $5.67M 1.27% 0 13F-HR Timeline Group Human Investing LLC More: the full row for Human Investing LLC 76,549 $5.67M 0.8% +8,905 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 76,466 $5.66M 2.94% -15,135 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 76,406 $5.66M 4.18% +2,980 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 76,243 $5.65M 5.64% 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 75,500 $5.59M 0.81% -4,700 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 75,232 $5.57M 0.87% +9,133 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 75,019 $5.56M 0.41% +1,269 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 74,810 $5.54M 0.16% new 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 73,380 $5.44M 2.43% +22,687 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 72,991 $5.41M 3.31% +1,959 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 72,497 $5.37M 0.22% -224 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 72,100 $5.34M 0.51% +2,402 13F-HR/A Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 72,005 $5.33M 1.16% +33,126 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 71,679 $5.31M 0.25% +43,045 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 71,470 $5.29M 0.08% -1,265 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 70,816 $5.26M 0.45% -256 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 70,806 $5.24M 0.07% -618 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 70,720 $5.24M 1.76% -4,801 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 70,702 $5.24M 3.34% +3,633 13F-HR/A Timeline Bay Rivers Group More: the full row for Bay Rivers Group 70,457 $5.22M 2.11% +1,145 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 70,180 $5.2M 1.64% -13,165 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 70,058 $5.19M 0.99% -16,801 13F-HR/A Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 69,715 $5.16M 0.18% +5,806 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 69,513 $5.15M 4.18% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 69,322 $5.13M 1.51% +2,849 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 69,320 $5.13M 0.48% -5,497 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 69,098 $5.13M 0.12% -1,363 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 68,642 $5.08M 3.84% +15,130 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 68,481 $5.07M 3.85% +2,781 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 68,389 $5.07M 2.83% +1,332 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 67,406 $4.99M 1.29% +120 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 67,279 $4.98M 4.21% +64,365 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 67,126 $4.97M 0.11% +34,470 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 66,888 $4.95M 0.31% -470 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 66,697 $4.94M 3.22% 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 66,670 $4.94M 3.26% +5,088 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 66,482 $4.92M 0.45% +8,057 13F-HR Timeline Group Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 65,319 $4.84M 2.57% +1,583 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 64,670 $4.79M 1.71% -127 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 64,450 $4.77M 0.29% -299 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 64,348 $4.77M 0.48% +45,022 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 63,719 $4.72M 3.51% 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 63,413 $4.7M 1.21% +819 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 62,967 $4.66M 3.41% +3,392 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 62,551 $4.63M 2.62% +8,074 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 62,479 $4.63M 0.18% +887 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 62,394 $4.62M 0.12% -4,369 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 62,373 $4.62M 0.07% +4,785 13F-HR Timeline Group Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 62,369 $4.62M 3.56% +2,613 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 62,253 $4.61M 1.6% +2,712 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 62,201 $4.61M 2.98% +17,310 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 61,984 $4.59M 0.66% -2,354 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 61,706 $4.57M 1.34% +2,387 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 61,263 $4.54M 0.39% +4,111 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 61,107 $4.53M 4.44% 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 61,070 $4.52M 4.12% 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 60,532 $4.48M 3.78% +1,388 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 59,953 $4.44M 0.35% +2,086 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 59,726 $4.42M 0.26% -16,054 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 59,541 $4.41M 0.12% +5,765 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 59,513 $4.41M 0.93% +313 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 59,428 $4.4M 1.81% +275 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 59,388 $4.4M 0.11% +15,342 13F-HR Timeline Group Sherry Group, Inc. More: the full row for Sherry Group, Inc. 58,872 $4.37M 4.58% 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 58,968 $4.37M 2.18% +6,951 13F-HR Timeline BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 58,613 $4.34M 2.4% +5,714 13F-HR Timeline Group Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 58,600 $4.34M 6.41% +3,568 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 58,503 $4.33M 0.14% +2,066 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 58,308 $4.32M 0.26% +11,269 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 56,873 $4.21M 1.74% +10,946 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 56,577 $4.19M 1.55% +4,958 13F-HR Timeline