AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 758,345 $27.2M 0.02% +265,599 13F-HR Timeline Group Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 752,894 $27M 6.69% -21,698 13F-HR Timeline New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 744,592 $26.7M 24.41% +44,477 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 741,701 $26.6M 19.79% +44,625 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 739,089 $26.5M 4.03% new 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 733,965 $26.3M 21.16% +20,034 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 725,921 $26M 3.23% +61,382 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 725,156 $26M 0.59% -9,600 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 722,717 $25.9M 9.72% +79,640 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 719,629 $25.8M 12.19% -6,119 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 713,091 $25.6M 3.88% +20,699 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 710,019 $25.4M 14.81% +6,998 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 703,176 $25.2M 6.08% -210,678 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 701,057 $25.1M 15.74% +24,357 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 700,142 $25.1M 12.56% -2,220 13F-HR Timeline Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 700,112 $25.1M 18.53% +19,503 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 696,150 $25M 1.13% +133,004 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 676,493 $24.4M 4.41% +41,742 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 678,767 $24.3M 3.17% -351,670 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 660,840 $23.7M 1.53% +40,693 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 660,441 $23.7M 19.4% -18,186 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 642,464 $23.5M 14.67% -45,325 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 641,214 $23M 21% 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 620,023 $22.2M 14.46% +4,830 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 617,042 $22.1M 8.16% +8,017 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 597,872 $21.4M 0.02% +232,150 13F-HR Timeline Group Financial Harvest, LLC More: the full row for Financial Harvest, LLC 592,874 $21.2M 15.88% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 591,946 $21.2M 2.06% -45,725 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 590,085 $21.1M 1.28% +76,992 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 589,951 $21.1M 0.52% -589,021 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 582,416 $20.9M 11.22% +91,101 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 580,020 $20.8M 6.29% +12,379 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 579,774 $20.8M 0.07% -22,662 13F-HR Timeline Group LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 573,587 $20.6M 6.08% -5,746 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 562,836 $20.3M 9.3% -11,250 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 563,574 $20.2M 5.16% +60,690 13F-HR/A Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 550,603 $19.7M 16.06% +117,636 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 549,710 $19.7M 0.63% -19,620 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 544,266 $19.5M 1.6% +8,096 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 532,678 $19.1M 0.93% -95,053 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 521,949 $18.7M 0.21% -10,049 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 519,907 $18.6M 6.24% +4,686 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 517,280 $18.5M 11.27% +7,302 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 504,616 $18.1M 0.39% -24,182 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 496,230 $17.8M 13.62% -40,838 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 490,049 $17.6M 11.43% +27,048 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 467,831 $17.4M 12.03% 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 485,254 $17.4M 0.04% -3,858 13F-HR/A Timeline Group KRAFT ASSET MANAGEMENT, LLC More: the full row for KRAFT ASSET MANAGEMENT, LLC 483,878 $17.3M 16.13% -23,534 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 482,206 $17.3M 10.96% +5,178 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 469,236 $16.8M 11.89% +46,815 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 465,257 $16.7M 2.34% +13,457 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 460,781 $16.5M 4.78% +8,918 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 456,678 $16.4M 5.57% +62,822 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 454,937 $16.3M 11.77% +7,301 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 453,591 $16.3M <0.01% -9,153 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 451,293 $16.2M 0.02% +4,656 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 424,928 $15.8M -53,662 Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 439,082 $15.7M 4.04% -66,009 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 438,070 $15.7M 0.11% -60,933 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 437,749 $15.7M 3.48% +90,223 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 436,238 $15.6M 0.31% +36,480 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 435,034 $15.6M 10.67% +66,251 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 418,748 $15M 2.17% -24,949 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 416,585 $14.9M -1,325 Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 408,444 $14.6M 6.35% -26,967 13F-HR Timeline Wolfstich Capital, LLC More: the full row for Wolfstich Capital, LLC 401,502 $14.4M 31.57% -403,971 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 400,819 $14.4M 10.72% +8,354 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 397,638 $14.3M 6.84% +8,174 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 392,507 $14.1M 12.33% -25,883 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 381,627 $14M 2.49% -701,728 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 389,126 $13.9M 0.71% -6,546 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 374,658 $13.4M 0.61% +4,045 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 365,195 $13.2M 3.48% +5,205 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 356,198 $13.2M 4.81% -16,541 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 364,936 $13.1M 3.96% -204,276 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 363,539 $13M 0.09% -11,225 13F-HR Timeline Group Five Oceans Advisors More: the full row for Five Oceans Advisors 363,536 $13M 5.56% -842 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 357,826 $12.8M 6.21% +21,725 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 356,460 $12.8M 8.75% +40,182 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 353,940 $12.7M 0.17% -209,684 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 348,025 $12.5M 5.4% -39,209 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 347,846 $12.5M 0.11% +5,176 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 340,441 $12.3M 0.71% +112,401 13F-HR/A Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 336,024 $12M 2.8% +1,760 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 331,926 $11.9M 1.15% +1,776 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 319,580 $11.8M 7.76% -511 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 329,939 $11.8M 2.61% -10,917 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 328,093 $11.8M 5.56% -34,054 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 327,702 $11.7M 7.86% +5,947 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 324,443 $11.6M 0.37% +10,333 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 315,289 $11.3M 7.14% -8,770 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 301,919 $11.2M 0.42% -2,009 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 310,008 $11.1M <0.01% +24,102 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 308,301 $11M 1.07% -436,396 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 307,505 $11M 1.43% -21,728 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 303,661 $10.9M 0.86% +75,354 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 303,303 $10.9M 0.04% +26,673 13F-HR Timeline Group Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 302,298 $10.8M 3.67% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 301,461 $10.8M 0.5% -51,233 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 300,211 $10.8M 1.27% +7 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 299,996 $10.8M 2.45% -10,250 13F-HR/A Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 298,484 $10.7M 1.02% +28,486 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 295,357 $10.5M 1.81% +277,092 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 292,421 $10.5M 6.64% -1,913 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 291,758 $10.5M 2.34% +9,990 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 287,575 $10.3M 6.64% +1,782 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 281,270 $10.1M 5.38% -1,371,767 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 277,841 $9.96M 3.39% 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 266,269 $9.54M 3.14% -3,263 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 264,491 $9.48M 0.84% +10,688 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 258,305 $9.26M 0.93% -4,966 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 246,866 $8.85M 2.81% -1,057 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 245,412 $8.8M 2.15% +14,678 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 238,788 $8.56M 7.72% -3,369 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 236,970 $8.49M 0.17% +14,618 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 235,633 $8.45M 0.22% +9,215 13F-HR Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 234,609 $8.41M 1.16% +14 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 234,158 $8.39M 5.05% +2,603 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 229,981 $8.24M 2.26% +148 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 226,513 $8.12M 0.73% +2,673 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 227,298 $8.11M 0.71% +668 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 222,441 $7.97M 0.37% +11,196 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 222,104 $7.96M 3.73% -41,389 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 222,040 $7.96M 3.35% -3,449 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 219,638 $7.87M 0.12% +22,851 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 216,896 $7.77M 6.69% 0 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 212,725 $7.62M 4.4% +22,797 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 209,011 $7.49M 7.27% -11,914 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 202,064 $7.45M 0.57% -726 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 206,134 $7.39M 3.97% -2,745 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 205,594 $7.37M 3.42% +8,990 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 204,135 $7.32M 2.9% -2,654 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 197,214 $7.07M <0.01% +29,603 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 194,842 $6.98M 2.31% +13,376 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 190,086 $6.81M 0.87% +4,753 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 188,141 $6.74M 0.44% +3,676 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 184,367 $6.61M 1.84% -109 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 183,110 $6.56M 0.17% +853 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 182,799 $6.55M 1.1% -708 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 182,138 $6.53M 0.84% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 181,175 $6.49M 4.11% -6,203 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 180,577 $6.47M 4.24% +17,860 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 180,037 $6.45M 0.16% 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 179,528 $6.43M 0.58% +17,928 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 171,695 $6.15M 2.29% +25,201 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 170,197 $6.1M 0.03% +23 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 169,605 $6.08M 0.01% +126,167 13F-HR/A Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 168,808 $6.05M 1.22% +119,548 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 168,292 $6.03M +85,752 Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 163,674 $5.87M 2.97% +21,753 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 163,484 $5.86M 2.83% +4,964 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 163,179 $5.85M 0.85% 0 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 161,211 $5.78M 1.55% -701 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 160,265 $5.74M 0.22% -68 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 159,757 $5.73M 3.89% -3,911 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 159,276 $5.71M 0.23% -2,000 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 158,708 $5.69M 5.56% +13,064 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 157,969 $5.66M 0.08% 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 149,745 $5.63M 2.69% +3,021 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 156,912 $5.62M 2.93% -3,799 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 156,566 $5.61M 0.44% +23,371 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 152,934 $5.48M 0.84% -61 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 152,227 $5.46M 0.86% +278 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 151,726 $5.44M 5.69% +17,516 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 150,469 $5.39M 2.63% +446 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 149,216 $5.37M -4,370 Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 147,436 $5.28M 1.46% -379 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 146,950 $5.27M 0.12% -87,941 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 146,848 $5.26M 3.93% +6,265 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 143,429 $5.19M 2.66% +2,170 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 144,186 $5.17M 0.44% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 141,388 $5.07M 0.57% -1,279 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 140,863 $5.05M 0.12% -4,402 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 140,800 $5.05M 0.51% +6,180 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 140,511 $5.04M 0.03% +9,546 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 140,144 $5.02M 0.92% -5,904 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 140,000 $5.02M 0.9% +3,445 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 137,620 $4.93M <0.01% +5,596 13F-HR Timeline Group Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 134,341 $4.81M 3.65% -11,121 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 133,852 $4.8M 3.32% -90,529 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 133,617 $4.79M 4.42% -7,957 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 133,473 $4.78M 0.05% -847 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 133,236 $4.78M 0.02% +22,682 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 133,227 $4.77M 0.13% -30,791 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 132,926 $4.76M -2,613 Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 132,620 $4.75M 1.08% +4,884 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 132,615 $4.75M 1.47% +3,232 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 131,368 $4.71M 0.01% new 13F-HR Timeline Group VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 130,529 $4.68M 0.51% +11,378 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 125,976 $4.67M 0.12% -1,233 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 130,053 $4.66M <0.01% +64,033 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 129,865 $4.65M 0.06% -2,644 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 128,339 $4.6M 0.86% +11,471 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 127,890 $4.58M 0.14% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 126,041 $4.52M 4.31% -329 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 124,510 $4.46M 0.26% +108 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 124,401 $4.46M 3.63% +61,201 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 123,228 $4.42M 1.71% -1,116 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 122,665 $4.4M 1.93% +122,613 13F-HR Timeline