SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 22,909 $1.13M 0.57% -55,281 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 22,603 $1.12M <0.01% +1,226 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 21,710 $1.07M 0.15% 0 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 21,676 $1.07M 0.91% 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 21,356 $1.06M 0.21% +4,428 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 21,241 $1.05M 0.01% +4,587 13F-HR Timeline PCA Investment Advisory Services Inc. 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More: the full row for HARBOUR INVESTMENTS, INC. 19,780 $977K 0.02% +1,237 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 19,573 $967K 0.3% -2,069 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 19,560 $966K 0.12% +2,880 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 18,831 $930K 0.16% 0 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 19,301 $929K 0.16% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 18,281 $903K 0.02% -67,438 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 17,866 $883K 0.08% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 17,250 $873K 0.01% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 17,540 $866K 0.04% -5,036 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 17,506 $865K 0.01% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 17,473 $863K 0.02% -250 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 16,815 $831K 0.28% -4,112 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 16,492 $815K 0.01% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 16,260 $803K 0.09% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 16,006 $791K 0.51% -27,455 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 15,978 $789K 0.11% -5,732 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 15,724 $777K 0.04% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 15,576 $769K 0.03% +7,654 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 15,118 $765K 0.05% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 15,116 $747K <0.01% -2,474 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 14,981 $740K 0.25% -620 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 14,958 $739K 0.11% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 14,952 $739K 0.01% -399 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 14,842 $733K 0.85% -4,779 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 14,827 $732K 0.02% +1 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 14,793 $731K 0.01% +5,789 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 14,349 $709K 0.12% -992 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 14,282 $706K 0.24% +574 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 13,920 $688K 0.25% +308 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 13,417 $663K 0.02% -74 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 13,040 $644K 0.28% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 13,024 $643K <0.01% new 13F-HR Timeline Group Focus Financial Network, Inc. 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More: the full row for Maltin Wealth Management, Inc. 12,906 $638K 0.24% -79,782 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 12,800 $632K 0.07% +811 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 12,466 $616K 0.08% 0 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 12,458 $615K 0.3% -72 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 12,082 $597K 0.1% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 11,869 $586K 0.06% -665 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 11,721 $579K 0.03% +44 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 11,678 $577K 0.15% -252 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 11,578 $572K 0.32% -189 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 11,341 $560K 0.03% 0 13F-HR Timeline Sentinel Advisory Group, LLC More: the full row for Sentinel Advisory Group, LLC 11,317 $559K 0.27% 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 11,064 $547K <0.01% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 11,002 $543K 0.04% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 10,950 $541K 0.11% -1,150 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 10,944 $541K 0.44% +33 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 10,873 $537K <0.01% +538 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 10,727 $530K <0.01% +866 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 10,705 $529K <0.01% 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 10,677 $527K <0.01% +4,612 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 10,541 $521K 0.01% -103 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 10,469 $517K 0.03% 0 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 10,118 $500K 0.49% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 10,103 $499K 0.08% 0 13F-HR Timeline Koshinski Asset Management, Inc. 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More: the full row for Waterloo Capital, L.P. 9,660 $477K 0.03% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,573 $473K <0.01% +250 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 9,488 $469K 0.17% 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,351 $462K 0.03% new 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 9,238 $456K 0.16% -539 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 9,083 $456K 0.02% new 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 9,143 $452K 0.01% new 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 9,090 $449K 0.04% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 9,027 $446K 0.02% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 9,000 $445K <0.01% 0 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,948 $442K <0.01% 0 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,947 $442K 0.02% +2,180 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 8,894 $439K 0.13% +88 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 8,890 $439K 0.03% 0 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 8,753 $432K <0.01% +2,521 13F-HR Timeline Group Garde Capital, Inc. 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More: the full row for Bridgelight Financial Advisors, Inc. 7,958 $393K 0.33% -1,419 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,946 $393K 0.01% -1,316 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 7,926 $392K 0.01% +651 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 7,904 $390K 0.2% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 7,756 $383K 0.2% +886 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 7,667 $379K 0.2% -985 13F-HR Timeline Total Clarity Wealth Management, Inc. 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More: the full row for Colorado Capital Management, Inc. 6,318 $312K 0.12% 0 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 6,241 $308K 0.13% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 6,190 $306K 0.02% +15 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 6,124 $303K 0.05% 0 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 6,118 $302K 0.21% 0 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 6,088 $301K 0.05% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 6,084 $301K 0.02% +1,842 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 6,027 $298K 0.08% 0 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 6,005 $297K 0.05% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 6,000 $296K 0.11% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,988 $296K <0.01% -511 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 5,983 $296K 0.28% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,967 $295K 0.03% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,952 $294K 0.02% +5,328 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 5,910 $292K 0.1% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 5,849 $289K <0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,827 $288K 0.01% +475 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 5,819 $287K <0.01% +280 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,768 $285K 0.01% -721 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 5,708 $282K 0.13% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,602 $276K 0.01% +1,130 13F-HR Timeline Group VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 5,567 $275K 0.22% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,497 $272K <0.01% +192 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,475 $270K 0.1% -280 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 5,470 $270K 0.15% +250 13F-HR/A Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 5,440 $265K 0.46% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 5,336 $264K 0.1% -309 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 5,274 $261K <0.01% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,250 $259K 0.01% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 5,105 $252K 0.01% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,915 $243K 0.01% -178 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 4,866 $240K 0.07% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 4,774 $236K 0.03% -384 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,726 $233K 0.01% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 4,692 $232K 0.04% -182 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,628 $229K 0.02% +759 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 4,493 $222K <0.01% -86 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,456 $220K 0.01% new 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 4,449 $220K <0.01% -1,090 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 4,445 $220K 0.05% -201 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 4,372 $216K 0.14% -560 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,250 $210K <0.01% 0 13F-HR Timeline TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE… in group TIAA More: the full row for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 4,235 $209K <0.01% 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,207 $208K 0.01% +496 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 4,200 $207K 0.11% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,956 $195K 0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,870 $191K 0.01% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. 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More: the full row for WELLINGTON-ALTUS USA INC. 899 $49.1K 0.03% -16,945 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 955 $47.2K 0.01% -122 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 883 $43.6K <0.01% +140 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 877 $43.3K 0.03% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 876 $43.3K <0.01% +693 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 809 $40K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 680 $33.6K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 539 $26.6K 0.01% -8 13F-HR Timeline Blue Trust, Inc. 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