True Blue Financial, LLC More: the full row for True Blue Financial, LLC 158,243 $6.15M 4.85% -4,009 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 157,238 $6.11M 0.23% +328 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 156,651 $6.09M 4.97% +2,228 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 155,955 $6.08M 0.22% +84,209 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 154,967 $6.02M 1.46% -7,189 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 151,997 $5.91M 0.1% +31,642 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 151,343 $5.88M 3.06% -8,040 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 150,916 $5.86M 0.03% +25,675 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 150,588 $5.85M 2.3% +75 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 150,541 $5.85M 0.32% +11,041 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 150,110 $5.83M 2.23% +3,893 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 149,391 $5.82M 0.55% +75,545 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 149,383 $5.81M 0.53% -826 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 148,065 $5.75M 2.54% +414 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 146,213 $5.68M 0.59% -159,037 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 144,113 $5.6M 0.21% -1,832 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 143,671 $5.58M 0.03% +6 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 142,411 $5.53M 3.17% -26,579 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 141,178 $5.49M 4.93% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 141,164 $5.49M 2.46% +6,162 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 131,726 $5.47M 0.18% -30 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 139,877 $5.44M <0.01% -2,047 13F-HR Timeline Group VANGUARD GROUP INC group of 3 filers holding More: the full row for VANGUARD GROUP INC 139,703 $5.43M +103,490 Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 138,826 $5.39M 0.75% -872 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 138,751 $5.39M 0.75% +3,543 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 138,197 $5.37M 4.77% -3,285 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 133,719 $5.2M 0.79% -1,404 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 131,355 $5.1M 0.04% +10,719 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 131,262 $5.1M 2.07% -23,486 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 131,015 $5.09M 0.84% new 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 130,220 $5.06M 2.69% +1,891 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 128,583 $5M 0.39% -27 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 128,370 $4.99M 2.78% -3,303 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 128,035 $4.98M 2.23% -9 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 126,647 $4.92M 0.63% -36,532 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 117,025 $4.91M 1.46% +73,564 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 126,041 $4.9M 2.07% 0 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 125,359 $4.87M 2.84% +5,930 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 123,774 $4.81M +59,549 Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 123,681 $4.81M 0.02% -415 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 123,531 $4.8M 0.65% -1,988 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 123,312 $4.79M 0.13% -14 13F-HR Timeline Twin Cities Retirement Group LLC More: the full row for Twin Cities Retirement Group LLC 123,214 $4.79M 4.38% -2,240 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 121,474 $4.72M 0.02% +2,107 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 120,806 $4.69M 0.97% -2,940 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 119,153 $4.63M 0.03% -473 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 118,767 $4.62M 1.41% -3,166 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 118,729 $4.61M 0.43% +14,417 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 116,665 $4.53M 0.06% -680 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 116,054 $4.51M 1.06% -544 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 115,776 $4.5M 3.16% 0 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 115,406 $4.48M 3.78% -1,243 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 114,672 $4.46M 0.1% -815 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 114,250 $4.44M 0.4% -456 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 112,966 $4.39M 1.5% -1,503 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 112,300 $4.36M 0.07% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 111,712 $4.34M 0.18% +290 13F-HR Timeline BluePrint Investing LLC More: the full row for BluePrint Investing LLC 111,626 $4.34M 3.85% 0 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 111,170 $4.32M 0.56% -6,360 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 109,090 $4.24M 1.17% +47,161 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 108,852 $4.23M 1.97% +106 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 108,604 $4.22M 1.31% -1,314 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 108,049 $4.2M 2.13% 0 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 105,815 $4.11M 2.35% +1,314 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 104,962 $4.08M +35,659 Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 104,763 $4.07M 0.07% -23,408 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 104,647 $4.07M 0.96% +2,495 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 104,199 $4.05M 0.05% -1,000 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 103,813 $4.03M 3.68% -232 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 103,610 $4.03M 0.1% -7,978 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 101,483 $3.94M +2,780 Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 101,354 $3.94M 0.26% +44,003 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 100,980 $3.92M 0.41% +8,500 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 100,696 $3.91M 0.12% -1,622 13F-HR Timeline INTEGRATED WEALTHCARE, LLC More: the full row for INTEGRATED WEALTHCARE, LLC 100,621 $3.91M 3.27% -20 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 100,395 $3.9M 0.14% -2,503 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 99,905 $3.88M 0.01% -78,248 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 98,933 $3.84M 0.05% +79,946 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 98,470 $3.83M 0.65% +85,941 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 98,397 $3.82M 0.39% +3,421 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 96,800 $3.76M 0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 95,597 $3.71M 1.73% +2,448 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 95,423 $3.71M 3.55% -3,838 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 95,154 $3.7M 1.28% -241 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 96,701 $3.66M 1.21% +103 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 93,973 $3.65M 1.9% +42 13F-HR Timeline Summit Portfolio Management, LTD. More: the full row for Summit Portfolio Management, LTD. 92,402 $3.59M 2.31% 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 92,057 $3.58M 2.87% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 91,829 $3.57M 5.45% -1,345 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 91,167 $3.54M 2.43% +1,661 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 90,597 $3.52M 0.99% +9,130 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 89,313 $3.47M 0.45% +6,002 13F-HR Timeline Group City State Bank More: the full row for City State Bank 89,302 $3.47M 0.9% +8,271 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 88,936 $3.46M 4.06% +113 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 88,507 $3.44M 0.06% -9,298 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 88,078 $3.42M 1.12% +961 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 87,036 $3.38M 0.1% 0 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 86,836 $3.37M 1.2% +3,949 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 86,551 $3.36M 0.64% -287 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 85,618 $3.33M 1.11% -2,642 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 85,495 $3.32M 1.81% +3,440 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 82,688 $3.21M 2.06% -1,143 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 82,688 $3.21M 1.13% -205 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 81,789 $3.18M 2.17% -26,215 13F-HR Timeline 25 LLC More: the full row for 25 LLC 80,458 $3.13M 0.96% +788 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 79,903 $3.11M 0.35% -29,273 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 76,662 $3.1M 0.1% -15,319 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 79,593 $3.09M 2.05% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 79,354 $3.08M 0.01% -253 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 79,160 $3.08M 0.07% -2,528 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 78,999 $3.07M 2.49% +15,182 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 78,225 $3.04M 0.06% +11 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 78,195 $3.04M 0.98% -4,717 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 76,627 $2.98M 2.47% +7,302 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 74,638 $2.9M 0.6% -11,372 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 74,391 $2.89M 0.73% -166 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 73,560 $2.86M 0.04% +17,376 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 73,256 $2.85M 0.77% +181 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 73,021 $2.84M 0.05% +56,103 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 72,871 $2.83M <0.01% +19,796 13F-HR Timeline Group Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 72,736 $2.83M 1.19% -201 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 72,633 $2.82M 0.06% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 71,636 $2.8M 2.2% -7,198 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 72,061 $2.8M 0.33% -97 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 71,746 $2.79M 1.15% -98,529 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 71,464 $2.78M 1.14% 0 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 71,097 $2.76M 1.88% +2,312 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 70,976 $2.76M 0.07% +450 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 70,852 $2.75M 1.12% -223 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 70,503 $2.74M 0.1% -4,135 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 70,425 $2.74M 0.58% +1,032 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 70,332 $2.73M 2.03% -1,141 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 69,781 $2.71M 0.07% new 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 69,224 $2.69M 1.07% +8,557 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 68,724 $2.67M 0.09% -16,463 13F-HR Timeline Group Torren Management, LLC More: the full row for Torren Management, LLC 68,458 $2.66M 1.32% -1,769 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 65,637 $2.66M 0.32% +3,101 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 62,838 $2.65M 1.51% +10,411 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 60,639 $2.62M 1.15% +3,027 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 67,334 $2.62M 0.49% +58,953 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 67,228 $2.61M 0.73% +76 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 67,106 $2.61M 0.2% -1,824 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 66,920 $2.6M 0.85% +51,376 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 66,159 $2.57M 1.11% -3,718 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 65,336 $2.54M 0.1% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 65,272 $2.54M <0.01% +11,214 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 65,077 $2.53M 0.04% 0 13F-HR Timeline Group Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 64,629 $2.51M 1.45% 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 64,557 $2.51M 0.01% 0 13F-HR/A Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 64,523 $2.51M 0.18% 0 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 57,545 $2.49M 1.67% -1,130 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 63,795 $2.48M 0.84% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 63,719 $2.48M 0.06% +604 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 63,483 $2.47M 1.36% +6,096 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 63,186 $2.46M 1.15% +12,397 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 62,792 $2.44M 0.05% -1,005 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 62,617 $2.43M 1.06% 0 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 61,978 $2.41M 0.82% 0 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 61,935 $2.41M 0.65% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 61,371 $2.38M 0.28% -673 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 60,687 $2.36M 0.53% +8,825 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 60,073 $2.33M 0.69% +3,581 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 59,978 $2.33M 0.32% +15,810 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 59,966 $2.33M 0.49% 0 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 59,143 $2.3M 0.26% -93 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 58,828 $2.29M 0.44% +149 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 58,692 $2.28M 0.07% -5,281 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 58,307 $2.27M 1.2% +1,338 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 57,831 $2.25M 0.25% 0 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 57,684 $2.24M <0.01% +26,196 13F-HR Timeline Group STOLZ & ASSOCIATES, PS More: the full row for STOLZ & ASSOCIATES, PS 53,746 $2.23M 1.56% -3,800 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 57,169 $2.22M 0.58% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 56,718 $2.2M 1.88% +32,219 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 55,798 $2.17M 0.07% +84 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 55,798 $2.17M 1.9% +3,760 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 55,116 $2.14M 0.15% +22,019 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 54,516 $2.12M 0.15% +5 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 54,112 $2.1M <0.01% +9,547 13F-HR Timeline Group GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 51,404 $2.08M 0.48% -243 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 53,142 $2.07M 0.33% -1,447 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 53,034 $2.06M 0.06% -2,230 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 52,556 $2.04M 0.27% +133 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 52,524 $2.04M 0.16% -1,082 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 52,231 $2.03M 0.25% +35 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 52,231 $2.03M 0.15% +35 13F-HR Timeline Group Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 51,714 $2.01M 0.69% -268 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 51,653 $2.01M 0.53% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 51,511 $2M 1.59% -2,633 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 51,177 $1.99M 0.47% +1,357 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 50,978 $1.98M 0.08% -127 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 50,831 $1.98M 0.04% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 50,406 $1.96M 0.11% -365 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 49,662 $1.93M 0.13% +96 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 50,852 $1.92M 0.74% -18,252 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 49,450 $1.92M 0.93% +1,638 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 49,438 $1.92M 0.21% -142 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 49,092 $1.91M 0.94% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 48,023 $1.87M 0.3% -35,503 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 47,786 $1.86M 1.3% -38,892 13F-HR Timeline Group Storgate, LLC More: the full row for Storgate, LLC 47,540 $1.85M 1.45% 0 13F-HR Timeline