StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 210,292 $7.64M 0.33% +141,497 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 208,850 $7.59M 2.75% -2,479 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 206,679 $7.51M 0.11% +143,698 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 203,657 $7.4M 0.21% +26,263 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 202,704 $7.37M 4.01% +8,344 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 199,217 $7.24M 1.67% +99,628 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 197,544 $7.18M 1.11% +37,344 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 197,243 $7.17M 0.03% +148,575 13F-HR/A Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 197,005 $7.16M 1.85% -24,744 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 195,955 $7.12M 5.8% -20,814 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 189,621 $6.89M 4.7% +8,850 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 189,313 $6.88M 3.11% +16,956 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 189,244 $6.88M 1.11% +35,433 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 188,596 $6.86M <0.01% +5,980 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 188,392 $6.85M 0.05% +47,165 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 188,364 $6.85M 0.17% -30,290 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 187,598 $6.82M 0.46% -3,902 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 184,060 $6.69M 0.86% +7,423 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 183,277 $6.66M 2.21% +699 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 183,018 $6.65M 3.41% +5,136 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 182,944 $6.65M 0.89% +46,542 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 181,922 $6.61M 5.74% +23,381 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 177,108 $6.44M 0.55% new 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 177,101 $6.44M 2.48% +3,257 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 176,695 $6.42M 0.78% +14,714 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 176,189 $6.4M 0.06% -10,285 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 175,362 $6.37M 0.38% +5,787 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 173,353 $6.3M 4.63% +18,926 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 172,339 $6.26M 0.4% -5,070 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 170,627 $6.2M 3.42% 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 169,894 $6.18M 1.6% -8,373 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 169,472 $6.16M 1.65% -71,380 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 164,808 $6.08M 0.45% +11,624 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 165,076 $6M 0.01% +81,300 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 164,982 $6M 0.05% +16,295 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 162,947 $5.92M 1.46% +14,276 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 162,147 $5.89M 0.12% -3,003 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 161,708 $5.88M 1.41% -31,711 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 160,057 $5.82M <0.01% +3,007 13F-HR/A Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 158,107 $5.79M 0.13% -7,676 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 158,284 $5.75M 0.12% -1,167 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 156,873 $5.7M 0.73% +4,283 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 153,848 $5.59M 2.37% +933 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 152,597 $5.55M 0.88% +2,937 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 151,753 $5.52M 3.96% +30,587 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 149,263 $5.43M 1.22% +8,615 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 148,805 $5.41M 1.34% -29 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 148,046 $5.38M 3.46% +6,444 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 145,680 $5.3M 1.76% -77 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 145,609 $5.29M 0.9% +18,937 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 144,963 $5.27M 4.08% +16,936 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 144,618 $5.26M 1.36% +31,327 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 144,468 $5.25M 3.14% +3,605 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 141,294 $5.2M 0.53% +1,278 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 138,617 $5.04M 0.29% -8,334 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 138,333 $5.03M 4.36% +12,163 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 137,459 $5M 2.13% +3,987 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 136,906 $4.98M 0.01% +43,440 13F-HR Timeline Group Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 136,570 $4.96M 3.1% +295 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 130,000 $4.73M 0.22% 0 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 126,324 $4.59M 0.41% +11,179 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 125,379 $4.56M 0.12% +19 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 125,183 $4.55M 1.25% +13,045 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 122,433 $4.45M 0.03% +7,206 13F-HR/A Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 119,330 $4.34M 1.03% +4,505 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 118,791 $4.32M 3.63% +6,549 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 117,801 $4.28M 0.85% -3,761 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 117,760 $4.28M 0.6% +35,371 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 115,992 $4.22M 0.17% +15,883 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 115,956 $4.21M 0.38% +1,535 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 115,035 $4.18M 0.9% +7,032 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 114,781 $4.17M 1.59% -3,373 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 114,173 $4.15M 1.5% +8,194 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 108,510 $3.94M 1.29% -1,762 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 106,649 $3.88M 1.17% +2,930 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 104,879 $3.81M 1.1% +12,762 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 103,688 $3.77M 0.51% -895 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 103,164 $3.75M 1.33% +771 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 103,024 $3.74M 0.31% +17,096 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 101,089 $3.67M 2.74% +3,327 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 100,340 $3.67M 0.75% +5,315 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 100,425 $3.65M 2% -2,103 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 98,977 $3.6M 1.75% +8,787 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 95,108 $3.5M 0.08% +14,535 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 95,891 $3.49M 2.68% +14,912 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 95,276 $3.46M 3.07% 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 94,972 $3.45M 0.23% +56,587 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 94,534 $3.44M 0.62% -1,179 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 93,693 $3.43M 2.72% -102,465 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 93,198 $3.39M 0.27% -1,388 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 93,194 $3.39M 2.23% +18,024 13F-HR Timeline CLG LLC More: the full row for CLG LLC 93,099 $3.38M 0.92% +6,276 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 92,360 $3.36M 1.96% +4,453 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 91,416 $3.32M 1.05% -24,227 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 91,022 $3.31M 0.25% +116 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 90,877 $3.3M 1.05% +4 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 90,364 $3.28M 1.02% +9,095 13F-HR Timeline City State Bank More: the full row for City State Bank 89,356 $3.25M 0.94% +26,039 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 88,202 $3.21M 1.24% -4,641 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 87,373 $3.18M 0.05% +15,124 13F-HR Timeline Group Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 87,027 $3.16M 0.58% +6,628 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 85,342 $3.1M 1.05% +14,969 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 84,895 $3.09M 1.33% +1,448 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 84,520 $3.07M 1.38% +3,918 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 81,675 $2.97M 1.76% -606 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 81,086 $2.95M 0.78% -944 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 81,053 $2.95M 0.14% +412 13F-HR Timeline Grunden Financial Advisory, Inc. More: the full row for Grunden Financial Advisory, Inc. 80,668 $2.93M 1.19% 0 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 77,923 $2.83M 2.08% +16,914 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 75,494 $2.74M 0.01% -2,380 13F-HR Timeline Group FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 74,515 $2.71M 1.07% +8,452 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 74,263 $2.7M 1.38% -1,302 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 74,209 $2.7M 1.2% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 74,209 $2.7M 1.2% +4,855 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 73,693 $2.68M 1.35% +9,343 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 73,622 $2.68M 0.07% +25,347 13F-HR/A Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 72,830 $2.65M 0.66% +99 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 70,710 $2.62M 1.29% +37,112 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 71,309 $2.59M 0.91% -604 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 70,240 $2.55M 1.73% +1,748 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 69,687 $2.55M 1.66% +25 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 69,784 $2.54M 1.84% -220 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 69,699 $2.53M 1.14% +263 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 68,778 $2.5M 2.24% +5,196 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 68,644 $2.5M <0.01% +5,219 13F-HR/A Timeline Group REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 68,508 $2.49M 3.47% +1,351 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 67,964 $2.47M 0.13% -4,430 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 66,480 $2.42M 0.58% -69 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 66,459 $2.42M 1.31% -4,844 13F-HR/A Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 66,060 $2.4M 2.15% +2,044 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 65,498 $2.38M 0.08% +34,452 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 65,192 $2.37M 0.02% -205,002 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 64,231 $2.33M 0.41% +3,706 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 64,035 $2.33M 1.97% +3,207 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 63,846 $2.32M 0.35% -58 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 63,141 $2.29M 1.21% +3,172 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 62,832 $2.28M 0.02% new 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 59,573 $2.18M 1.24% -76 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 59,483 $2.16M 0.19% -6,227 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 58,558 $2.13M 0.74% 0 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 58,222 $2.12M 1.11% -4,631 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 58,162 $2.11M <0.01% +8,377 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 57,991 $2.11M 0.24% +8,653 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 57,939 $2.11M 0.03% new 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 56,680 $2.06M 1.21% +1,624 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 55,939 $2.03M 0.88% +549 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 55,763 $2.03M -30,627 Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 55,229 $2.01M 1.47% +1,822 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 54,556 $1.98M 0.09% +32,852 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 53,753 $1.95M 0.11% -270 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 52,945 $1.92M 0.08% +5,455 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 52,848 $1.92M 0.93% +365 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 51,072 $1.86M 0.04% +11,361 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 50,914 $1.85M 0.42% +14,299 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 50,110 $1.82M 0.07% -215 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 49,972 $1.82M 1.49% +2,692 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 49,838 $1.81M 0.94% +1,842 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 49,500 $1.8M 1.23% -3,549 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 49,324 $1.79M 0.06% +23,040 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 48,636 $1.77M 0.7% -2,749 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 48,133 $1.75M 0.35% +4 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 46,975 $1.71M 0.26% +11,223 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 46,907 $1.71M 0.25% +10,335 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 44,783 $1.63M 0.06% +21,417 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 44,507 $1.62M 0.37% +2,413 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 44,249 $1.61M <0.01% -440 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 43,906 $1.6M 0.4% -1,318 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 43,884 $1.6M 0.54% new 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 43,269 $1.57M 1.14% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 42,375 $1.54M 0.07% -558 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 42,171 $1.53M -11,471 Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 41,445 $1.51M 0.24% 0 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 41,255 $1.5M 0.23% -481 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 41,120 $1.49M 0.18% +2,226 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 40,350 $1.47M 0.04% +33,099 13F-HR Timeline Group Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 40,175 $1.46M 0.97% +18,253 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 40,093 $1.46M 0.72% 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. 39,400 $1.43M 0.03% +1,970 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 39,271 $1.43M 0.02% new 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 39,224 $1.43M <0.01% +4,371 13F-HR Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 39,075 $1.42M 0.25% 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 37,619 $1.37M 0.35% +601 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 37,519 $1.36M 0.47% +2,247 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 37,477 $1.36M <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 37,322 $1.36M 0.48% +1,835 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 37,005 $1.35M 0.16% -1,367 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 36,735 $1.34M 0.83% -3,345 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 36,610 $1.33M 0.08% -440 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 36,270 $1.32M 0.69% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 36,228 $1.32M 0.02% +19 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 36,098 $1.31M 0.53% -286 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 35,889 $1.3M 0.01% -263 13F-HR/A Timeline Group GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 35,699 $1.3M 0.2% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 35,541 $1.29M 0.1% +21,715 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 35,442 $1.29M 0.02% +660 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 35,275 $1.28M 0.28% +4,560 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 34,456 $1.27M 0.2% new 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 34,466 $1.25M 0.72% -1,255 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 34,146 $1.24M 0.89% +6,486 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 33,765 $1.23M 0.77% new 13F-HR Timeline