STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 139,779 $10.3M 8.28% +8,733 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 139,047 $10.2M 1.44% +5,845 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 138,386 $10.2M 0.22% +131 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 137,201 $10.1M 0.14% -773 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 135,871 $10M 0.09% +6,710 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 134,574 $9.91M 0.16% +6,538 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 134,412 $9.9M 1.38% +561 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 134,713 $9.89M 5.66% +4,143 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 134,178 $9.88M 1.9% +22,060 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 132,902 $9.84M 0.68% +57,883 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 133,594 $9.84M 0.05% +19,237 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 132,570 $9.76M 0.3% +15,497 13F-HR/A Timeline Group Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 131,980 $9.72M 2.1% -93 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 131,854 $9.71M 0.4% -2,635 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 131,041 $9.65M 0.04% +27,801 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 130,538 $9.61M 0.73% +4,501 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 129,963 $9.54M 0.03% +88,093 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 128,401 $9.46M 4.72% -212 13F-HR Timeline Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 125,531 $9.24M 5.2% +1,861 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 124,837 $9.19M 3.47% +2,893 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 124,654 $9.18M +5,298 Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 123,631 $9.1M 1.04% +35,592 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 123,407 $9.09M 4.73% -2,006 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 123,245 $9.08M 0.94% +89 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 123,148 $9.07M 0.33% +25,573 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 122,726 $9.04M 0.1% +24,465 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 122,347 $9.01M 0.12% -3,749 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 122,344 $9.01M 3.71% +2,817 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 122,276 $9M 8.49% +17,854 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 122,094 $8.99M 0.14% -2,221 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 122,070 $8.99M 0.48% +17,739 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 121,612 $8.96M 0.02% +17,519 13F-HR Timeline Group FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 120,753 $8.89M 3.37% +17,422 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 120,083 $8.84M 0.16% -16,635 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 119,223 $8.78M 1.01% -10,370 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 118,422 $8.75M 5.23% -795 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 118,679 $8.74M 1.25% +16,440 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 117,860 $8.68M 4.31% +508 13F-HR/A Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 117,460 $8.65M 0.48% -6,531 13F-HR/A Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 117,441 $8.65M 1.93% +77,694 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 116,845 $8.6M 4.3% +6,375 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 115,028 $8.47M 8.29% +2,665 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 114,389 $8.42M 0.46% -2,209 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 113,554 $8.41M 6.38% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 114,167 $8.41M 0.33% +82,458 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 114,128 $8.4M 0.26% +104,913 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 113,513 $8.36M 1.4% -1,551 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 112,846 $8.31M 2.05% +9,617 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 112,711 $8.3M 3.75% +22,885 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 112,706 $8.3M 0.05% -25,764 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 110,969 $8.17M 2.53% +3,870 13F-HR Timeline City State Bank More: the full row for City State Bank 110,273 $8.12M 2.11% +8,943 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 109,191 $8.04M 7.42% +4,120 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 108,494 $7.99M 6.83% 13F-HR/A Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 108,385 $7.98M 7.12% +2,436 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 108,009 $7.95M 4.45% +12,118 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 107,456 $7.91M 0.01% +9,547 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 107,162 $7.89M 4.84% +51,340 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 106,639 $7.85M 0.36% +18,047 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 106,507 $7.84M 2.59% +9,903 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 106,278 $7.83M 0.88% +6,610 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 105,824 $7.82M 5.68% +4,576 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 105,520 $7.77M 0.11% +61,032 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 105,325 $7.76M 0.5% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 104,517 $7.7M 1.57% -8,208 13F-HR Timeline Reality Financial Planning Services, LLC More: the full row for Reality Financial Planning Services, LLC 104,440 $7.69M 7.42% -1,469 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 104,109 $7.69M 3.83% -6,900 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 146,890 $7.69M 0.18% +11,467 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 104,266 $7.68M 2.24% -5,766 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 103,801 $7.64M 1.18% -2,599 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 103,571 $7.63M 0.11% -1,899 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 103,450 $7.62M 0.6% -6,021 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 103,300 $7.61M 1.36% +16,422 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 102,717 $7.56M 0.28% +2,385 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 102,516 $7.55M 1.48% +43,003 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 102,104 $7.52M 6.17% +2,754 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 101,913 $7.5M 2.24% -247 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 100,876 $7.43M 4.96% +5,074 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 100,652 $7.41M 0.16% -4,012 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 100,177 $7.38M 1.23% -2,822 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 100,043 $7.37M 0.1% -106,953 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 99,725 $7.35M 0.54% +496 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 99,126 $7.3M 0.12% +6,349 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 98,817 $7.28M 3.16% -1,428 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 98,791 $7.27M 2.51% +11,679 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 98,769 $7.27M 0.88% +8,753 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 98,317 $7.24M 0.39% +77,882 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 97,665 $7.22M 0.01% 13F-HR Timeline Group Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 97,370 $7.17M 0.56% -11,209 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 97,085 $7.15M 6.74% +2,668 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 97,055 $7.15M 6.64% +4,327 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 96,590 $7.11M 0.08% +93,203 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 90,818 $7.09M 1.65% new 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 95,422 $7.03M 4.82% -3,733 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 95,109 $7M 0.39% -1,745 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 94,364 $6.95M 1.71% -11,346 13F-HR Timeline Bernzott Capital Advisors More: the full row for Bernzott Capital Advisors 94,097 $6.93M 3.32% -5,761 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 92,806 $6.83M 0.21% -13,791 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 92,738 $6.83M 0.84% +2,871 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 91,872 $6.77M 0.71% +65,615 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 90,749 $6.68M 1.57% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 90,691 $6.67M 0.12% +8,530 13F-HR Timeline CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 84,729 $6.56M 5.95% 0 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 88,800 $6.54M 3.91% -935 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 88,448 $6.51M 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 88,281 $6.5M 0.04% +34,101 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 87,499 $6.44M 4.29% +1,352 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 86,129 $6.34M 3.48% +9,386 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 85,842 $6.32M 0.71% -4,587 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 85,501 $6.3M 0.35% +33,816 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 85,464 $6.29M 6.68% +1,280 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 85,461 $6.29M 0.43% +21 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 85,096 $6.27M 4.06% +7,707 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 84,824 $6.25M 0.02% new 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 84,620 $6.23M 0.14% +17,494 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 83,986 $6.18M 0.08% +12,516 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 83,932 $6.18M 0.72% +60,736 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 83,125 $6.12M 4.5% +6,719 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 82,567 $6.08M 2.49% +1,557 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 82,538 $6.08M 0.18% -1,061 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 82,038 $6.04M 3.73% +3,607 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 81,191 $5.98M 0.4% +1,015 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 81,140 $5.98M 3.33% +18,939 13F-HR Timeline BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 81,096 $5.97M 3.09% +22,483 13F-HR Timeline Group HT Partners LLC More: the full row for HT Partners LLC 81,092 $5.97M 1.81% +58 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 80,248 $5.91M 3.78% -11,090 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 79,301 $5.83M 2.49% -345 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 78,472 $5.78M 0.05% new 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 78,303 $5.77M 2.97% +1,837 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 78,095 $5.75M 0.44% -1,604 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 77,955 $5.74M 5.15% +16,848 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 77,347 $5.7M 1.68% +8,025 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 76,996 $5.67M 0.18% +18,493 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 76,583 $5.64M 1.25% 0 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 75,563 $5.56M 0.38% +27,823 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 75,481 $5.56M 1.69% +5,301 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 75,398 $5.55M 5.75% -845 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 74,542 $5.49M 1.07% new 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 73,811 $5.44M 2.4% +431 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 73,363 $5.4M 0.79% -3,186 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 73,195 $5.39M 1.05% +3,137 13F-HR/A Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 73,121 $5.38M 0.11% +4,023 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 72,893 $5.37M 2.24% +2,436 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 72,550 $5.34M 0.07% -110,898 13F-HR Timeline Group MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 72,528 $5.34M 2.51% -14,087 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 72,159 $5.31M 0.18% -4,477 13F-HR Timeline Group Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 72,151 $5.31M 3.81% +3,670 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 71,642 $5.27M 0.41% +826 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 71,486 $5.26M 0.06% +680 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 71,461 $5.26M 3.72% +1,948 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 71,451 $5.26M 3.07% -1,540 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 71,413 $5.26M 0.06% -10,542 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 71,025 $5.23M 0.65% +6,677 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 70,925 $5.22M 0.06% new 13F-HR Timeline Group Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 70,839 $5.22M 3.35% +4,169 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 70,464 $5.19M 3.38% -238 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 69,922 $5.15M 0.18% +207 13F-HR Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 69,635 $5.13M 1.01% -1,097,440 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 69,630 $5.13M 0.29% +11,322 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 69,431 $5.11M 1.14% -75,961 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 69,397 $5.11M 2.73% +1,008 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 69,107 $5.09M 3.56% +5,388 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 68,541 $5.05M 4.51% +7,471 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 68,361 $5.02M 0.28% -20,869 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 68,052 $5.01M 1% +59,051 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 67,525 $4.97M 3.99% +4,558 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 66,840 $4.92M 2.06% +10,263 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 66,708 $4.91M 0.44% -5,392 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 66,393 $4.89M 2.8% +3,842 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 66,210 $4.88M 0.51% -3,110 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 65,988 $4.86M 1.71% +1,318 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 65,560 $4.83M 0.76% -9,672 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 65,558 $4.83M 2.48% +239 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 65,146 $4.8M 0.27% +5,420 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 64,973 $4.78M 0.01% +39,013 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 64,532 $4.75M 0.27% +35,023 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 64,216 $4.73M 2.4% 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 64,306 $4.72M 0.29% -144 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 63,501 $4.68M 0.28% -3,387 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 62,649 $4.61M 0.13% +255 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 62,669 $4.61M 2.39% -4,028 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 62,494 $4.6M 0.59% -104,143 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 62,413 $4.6M 1.62% +160 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 62,364 $4.59M 0.69% +380 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 62,106 $4.57M 0.07% -267 13F-HR Timeline Group Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 61,994 $4.57M 0.98% -10,011 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 61,904 $4.56M 0.12% +16,295 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 61,349 $4.5M 1.66% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 61,158 $4.5M 1.89% +36,937 13F-HR Timeline Centennial Advisors, LLC More: the full row for Centennial Advisors, LLC 60,975 $4.49M 5.71% +14,446 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 60,930 $4.49M 2.05% +8,207 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 60,870 $4.48M 3.87% +338 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 60,777 $4.48M 0.19% -1,702 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 60,629 $4.46M 0.41% -634 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 60,515 $4.46M 1.86% +1,087 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 59,967 $4.42M 3.51% -2,402 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 59,906 $4.41M 0.12% +21,992 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 59,833 $4.41M 0.1% +445 13F-HR Timeline Group Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 59,616 $4.39M 2.62% +6,670 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 59,047 $4.35M 4.75% +175 13F-HR Timeline