Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 153,090 $5.05M 0.18% +12,292 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 148,424 $5.04M <0.01% +5,317 13F-HR Timeline Group Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 143,898 $4.89M 1.27% +1,257 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 143,855 $4.89M 3.99% +7,522 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 143,341 $4.87M 4.44% -655 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 143,206 $4.86M 4.46% +7,615 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 140,000 $4.76M 0.23% 0 13F-HR/A Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 138,180 $4.69M 0.31% -1,019 13F-HR Timeline Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 137,601 $4.67M 3.94% -5,500 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 136,435 $4.63M 0.02% +19,113 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 135,302 $4.6M 0.14% -236 13F-HR/A Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 134,097 $4.56M 0.41% -2,907 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 132,388 $4.5M 0.06% +640 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 130,648 $4.44M 1.02% -4,963 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 128,306 $4.36M 0.23% -4,259 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 126,139 $4.28M 0.01% -13,692 13F-HR Timeline Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 122,121 $4.2M 3.56% -1,429 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 127,398 $4.2M 3.65% new 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 127,398 $4.2M 3.65% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 118,709 $4.03M <0.01% +38,222 13F-HR Timeline Group SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 117,940 $4.01M 2.72% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 117,679 $4M 0.05% +57,287 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 117,112 $3.98M 0.39% +61 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 109,109 $3.95M 0.82% -2,777 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 116,248 $3.95M 1.69% +750 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 114,201 $3.93M 0.63% -20,093 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 115,274 $3.92M 1.66% +41,200 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 114,981 $3.91M <0.01% -613 13F-HR Timeline Group Harbor Group, Inc. More: the full row for Harbor Group, Inc. 114,511 $3.89M 0.56% -1,462 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 114,008 $3.87M 0.06% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 113,725 $3.86M 0.73% +8,237 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 112,981 $3.84M 0.75% -33,158 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 111,831 $3.8M 0.58% +141 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 110,389 $3.75M 0.72% -92 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 110,353 $3.75M 0.49% +59,950 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 109,860 $3.73M 0.79% +4 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 109,337 $3.71M 3.13% -7,773 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 108,315 $3.68M 0.55% new 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 107,830 $3.66M 1.88% +339 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 105,705 $3.59M 0.11% -9,523 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 105,578 $3.59M 0.17% +13,613 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 103,208 $3.51M 0.34% 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 103,018 $3.5M <0.01% +6,595 13F-HR Timeline Group Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 102,103 $3.47M 0.25% -1,045 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 100,911 $3.43M +4,627 Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 99,136 $3.37M 0.83% -544 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 97,639 $3.32M 0.61% +41,408 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 95,794 $3.25M 2.77% +31 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 95,480 $3.24M 0.39% +2,626 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 94,712 $3.22M 0.12% -256 13F-HR/A Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 94,126 $3.2M 0.17% -3,421 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 91,734 $3.12M 2.58% -3,274 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 91,435 $3.11M 1.45% +1,634 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 91,159 $3.1M 0.77% -6,661 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 90,995 $3.09M 0.48% -18,819 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 90,417 $3.07M 0.05% +50,007 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 89,451 $3.04M 1.74% -491 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 88,292 $3M <0.01% +13,003 13F-HR Timeline Group NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 85,295 $2.9M 0.44% -751 13F-HR Timeline Broadhurst Jeffrey B More: the full row for Broadhurst Jeffrey B 84,724 $2.88M 2.95% -2,811 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 83,058 $2.82M 0.42% +4,639 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 82,875 $2.82M 0.01% +921 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 82,230 $2.79M -11,465 Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 81,229 $2.76M 0.07% +25,975 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 78,918 $2.68M 1.61% +3 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 77,931 $2.65M <0.01% +238 13F-HR Timeline Group Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 77,614 $2.64M 0.73% +13 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 75,566 $2.57M <0.01% -213,502 13F-HR Timeline Group Applied Capital LLC More: the full row for Applied Capital LLC 74,578 $2.53M 0.95% +14,844 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 74,338 $2.53M 0.35% +26 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 69,359 $2.49M 0.3% -4,698 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 73,167 $2.49M 0.59% -1,238 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 73,078 $2.48M 1.17% -4,585 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 71,973 $2.44M 0.5% -6,508 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 71,853 $2.44M 2.51% -10,203 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 71,771 $2.44M 2.43% -4,336 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 69,373 $2.36M 0.01% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 69,208 $2.35M 0.94% +1,403 13F-HR Timeline FLAX POND CAPITAL, LLC More: the full row for FLAX POND CAPITAL, LLC 68,464 $2.33M 1.87% +1,300 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 67,573 $2.3M 0.13% +7,801 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 66,839 $2.27M 0.01% -1,620 13F-HR Timeline Group Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 64,623 $2.2M 0.04% +55,176 13F-HR Timeline Group Lansing Street Advisors More: the full row for Lansing Street Advisors 64,325 $2.19M 0.55% +111 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 64,171 $2.18M 0.12% -2,129 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 63,853 $2.17M 0.91% +40 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 63,591 $2.16M 0.01% +3,195 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 63,564 $2.16M 1.24% -1,117 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 63,131 $2.14M 1.18% 0 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 62,942 $2.14M 0.66% -1,918 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 60,774 $2.06M 0.29% +5,924 13F-HR Timeline Group Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 60,625 $2.06M 1.3% +377 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 60,318 $2.05M 0.69% 0 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 59,629 $2.03M 1.19% -2,369 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 59,494 $2.02M 1.6% -6,862 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 54,785 $2.01M 1.15% +13,190 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 58,986 $2M 0.24% +49,169 13F-HR Timeline New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 57,551 $1.96M 1.66% 0 13F-HR Timeline TANDEMGROWTH FINANCIAL ADVISORS LLC More: the full row for TANDEMGROWTH FINANCIAL ADVISORS LLC 57,237 $1.94M 1.83% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 56,161 $1.91M 0.07% +8,868 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 56,036 $1.9M <0.01% +19,440 13F-HR Timeline Group JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 55,498 $1.89M 1.27% -1,771 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 55,433 $1.88M 0.01% -4,017 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 55,000 $1.87M 0.04% -2,137 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 54,337 $1.85M <0.01% +18,583 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 53,549 $1.82M 0.05% -1,669 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 53,278 $1.81M 0.43% +1,330 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 51,603 $1.75M 1.11% -499 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 51,321 $1.74M 0.04% +4,555 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 51,081 $1.74M 0.18% +4,742 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 50,973 $1.73M <0.01% 0 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 50,469 $1.71M 0.03% -16 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 49,649 $1.69M 0.62% -1,729 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 49,646 $1.69M 0.07% new 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 49,139 $1.67M 0.27% -3,150 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 49,117 $1.67M 1.05% +14 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 49,074 $1.67M 0.01% new 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 48,888 $1.66M 0.79% 0 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 48,598 $1.65M 0.36% +4 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 47,614 $1.62M 0.28% 0 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 47,475 $1.61M 1.3% +14,705 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 47,429 $1.61M 1.04% -2,749 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 44,193 $1.61M 0.05% +5 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 47,328 $1.61M 0.13% +47 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 47,206 $1.6M 1.13% +18,265 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 46,953 $1.59M 0.25% -136 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 46,307 $1.57M 1.2% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 46,178 $1.57M 0.21% +2,261 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 45,937 $1.56M 0.73% +21 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 44,503 $1.51M 0.7% +5,264 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 44,433 $1.51M 0.03% -43 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 43,719 $1.49M 0.99% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 43,616 $1.48M 0.3% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 42,571 $1.45M 0.15% -720 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 42,331 $1.44M 1.08% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 42,060 $1.43M 0.02% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 41,589 $1.41M 0.48% -45 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 38,750 $1.41M 0.09% -267 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 41,370 $1.41M 0.78% -683 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 42,556 $1.39M 0.47% 0 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 40,834 $1.39M 0.59% -809 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 40,378 $1.37M 0.32% -321 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 39,956 $1.36M 1.18% 0 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 39,875 $1.35M 0.37% +884 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 39,184 $1.33M 0.25% +2,740 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 38,924 $1.32M 1.04% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 38,472 $1.31M 0.21% -610 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 38,283 $1.3M 0.82% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 38,077 $1.29M 0.02% 0 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 37,764 $1.28M 1.14% +174 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 37,721 $1.28M 0.02% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 37,587 $1.28M 0.05% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 37,368 $1.27M 0.24% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 37,163 $1.26M 0.01% +29,740 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 37,132 $1.26M 0.09% +658 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 36,105 $1.23M 0.3% 0 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 35,833 $1.22M new Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 35,802 $1.22M 0.32% -35,579 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 35,705 $1.21M 0.63% 0 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 32,019 $1.2M 0.81% -3,360 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 35,343 $1.2M 0.01% +731 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 35,243 $1.2M 0.1% -1,574 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 35,076 $1.19M <0.01% +23,248 13F-HR Timeline Group Montis Financial, LLC More: the full row for Montis Financial, LLC 34,612 $1.18M 0.24% +150 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 34,497 $1.17M 0.41% +870 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 34,321 $1.17M 0.4% +801 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 33,713 $1.15M 0.24% +306 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 33,244 $1.13M 0.27% +40 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 32,926 $1.12M 0.65% 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 32,821 $1.11M 0.03% new 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 32,643 $1.11M 0.53% +8,201 13F-HR Timeline Arnold Financial Planning LLC More: the full row for Arnold Financial Planning LLC 32,518 $1.1M 1.03% +10 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 32,446 $1.1M 0.16% -1,486 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 32,287 $1.1M 0.45% -42,117 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 32,055 $1.09M 0.01% +3,491 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 31,728 $1.08M 0.02% +569 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 31,589 $1.07M 0.96% 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 31,285 $1.06M 0.63% +42 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 31,178 $1.06M 0.89% -1,649 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 31,172 $1.06M 0.01% -126 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 31,138 $1.06M 0.1% 0 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 31,066 $1.06M 0.22% +9 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 30,659 $1.04M 0.85% -5,297 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 27,929 $1.03M 0.07% +2,180 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 30,200 $1.03M 0.37% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 29,950 $1.02M <0.01% 0 13F-HR/A Timeline Group SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 29,742 $1.01M 0.21% -38 13F-HR Timeline Nicholas Hoffman & Company, LLC. 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