DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 139,188 $5.88M 3.84% +6,575 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 135,412 $5.72M 0.92% +94,227 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 135,391 $5.71M 1.84% +4,264 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 135,387 $5.71M 3.48% -14,087 13F-HR Timeline Arnold Financial Planning LLC More: the full row for Arnold Financial Planning LLC 135,325 $5.71M 4.26% +1,323 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 134,866 $5.69M 1.74% +7,043 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 134,631 $5.68M 2.71% +3,238 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 133,887 $5.65M 0.28% +7,429 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 132,027 $5.57M 3.02% -9,431 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 131,866 $5.57M 0.04% +17,115 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 131,809 $5.56M 0.32% +17,114 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. 131,154 $5.54M 0.09% +16,024 13F-HR Timeline Group AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 130,486 $5.51M 0.35% +8,953 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 128,685 $5.43M 3.39% -2,544 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 129,193 $5.42M 0.52% +102,786 13F-HR Timeline Cornerstone Wealth Partners, LLC More: the full row for Cornerstone Wealth Partners, LLC 128,374 $5.42M 2.52% +17,753 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 128,058 $5.4M 1.23% -3,047 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 127,527 $5.38M 2.07% -5,984 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 127,037 $5.36M 0.67% +32,032 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 126,375 $5.33M 6.3% +18,627 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 126,247 $5.33M 1.02% +64 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 125,872 $5.31M 0.07% +456 13F-HR Timeline Group Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 121,303 $5.12M 2.51% +17,147 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 121,171 $5.05M 1.87% +9,417 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 119,240 $5.03M 2.82% +23,314 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 113,989 $4.81M 0.63% +2,986 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 112,349 $4.74M 3.79% +227 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 109,828 $4.64M 1.67% +34,137 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 109,030 $4.6M 0.25% +7,227 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 107,000 $4.52M 0.18% +24,491 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 106,318 $4.49M 0.03% +11,960 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 106,097 $4.48M 0.05% new 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 104,950 $4.43M 3.26% +12,506 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 104,535 $4.41M 0.05% +21,302 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 103,408 $4.36M 1.49% +3,851 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 101,925 $4.3M 1.01% +252 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 100,937 $4.26M 0.81% -358,957 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 100,937 $4.26M 0.81% 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 97,878 $4.13M 2.13% +2,621 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 97,657 $4.12M 1.6% +2,983 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 97,298 $4.11M 0.47% +14,782 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 96,525 $4.07M 0.94% -7,452 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 95,370 $4.03M <0.01% +9,290 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 92,844 $3.92M <0.01% -9,719 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 92,751 $3.92M 0.05% +85,504 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 92,143 $3.89M +3,382 Timeline Torren Management, LLC More: the full row for Torren Management, LLC 91,748 $3.87M 1.97% -165,651 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 90,915 $3.84M 0.28% +16,450 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 89,796 $3.79M 1.18% +12,284 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 89,249 $3.77M 0.46% +14,956 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 87,540 $3.7M 1.91% 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 86,568 $3.65M 0.12% +2,683 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 85,562 $3.63M 2.71% +15,775 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,561 $3.59M 0.84% new 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 79,915 $3.37M 2.62% +14,300 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 78,892 $3.33M 1.63% +10,763 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 78,586 $3.32M 1% -256 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 75,053 $3.17M 2.38% +1,205 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 75,050 $3.17M 3.19% -38,636 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 73,830 $3.12M 0.08% +10 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 72,624 $3.07M <0.01% +36,512 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 71,792 $3.03M 0.02% +11,831 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 71,298 $3.01M 0.05% +14,008 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 70,764 $2.99M 0.03% +10,655 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 70,615 $2.98M 0.06% +2,001 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 69,720 $2.94M <0.01% +2,386 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 68,747 $2.91M <0.01% +63,376 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 68,267 $2.88M 0.89% -13,308 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 66,860 $2.82M 0.05% +7,238 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 65,886 $2.78M 0.01% -7,373 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 63,966 $2.7M 0.01% -1,399 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 63,895 $2.7M <0.01% +25,579 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 60,130 $2.54M 0.09% -43,686 13F-HR Timeline Group Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 60,106 $2.54M 1.19% +4,348 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 58,918 $2.49M 0.24% +14,779 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 58,769 $2.48M 0.17% +4,987 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 58,136 $2.45M 0.05% -5,690 13F-HR Timeline Group Outbound Financial Inc More: the full row for Outbound Financial Inc 58,013 $2.45M 1.59% +5,570 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 57,957 $2.45M 1.62% 0 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 57,842 $2.44M 0.63% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 56,396 $2.38M 0.04% new 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 55,955 $2.36M 1.36% +3,204 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 55,871 $2.36M 1.16% +560 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 55,519 $2.34M 1.08% +940 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 55,428 $2.34M 0.49% +2,575 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 55,285 $2.33M 2.01% +15,492 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 55,000 $2.32M 0.69% 0 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 52,838 $2.23M 0.11% 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 52,013 $2.2M 2.72% +1,941 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 48,945 $2.07M 0.36% +250 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 47,690 $2M 0.53% +17,331 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 46,928 $1.98M 0.23% +2,092 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 46,140 $1.95M 0.6% +1,847 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 44,778 $1.89M 0.51% -24,783 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 43,088 $1.82M 0.2% 0 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 42,895 $1.81M 0.52% +2,401 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 42,426 $1.79M 0.65% +4,706 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 39,815 $1.68M 0.31% +12,944 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 39,401 $1.67M 0.05% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 38,933 $1.64M 0.26% +4,247 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 37,688 $1.59M 0.12% +182 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 37,475 $1.58M 0.77% +2 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 37,105 $1.57M 0.69% +3,461 13F-HR Timeline Williams & Novak, LLC More: the full row for Williams & Novak, LLC 36,785 $1.55M 1.04% +1,865 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 36,593 $1.54M 0.48% -8,086 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 36,546 $1.54M 0.38% +3,407 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 36,322 $1.53M 0.19% -60 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 35,847 $1.51M 0.15% -630 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 35,667 $1.51M 0.59% +11,021 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 35,370 $1.49M 0.48% -4,217 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 35,192 $1.49M 0.24% +8,496 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 34,900 $1.47M 0.02% +7,414 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 34,339 $1.45M 0.12% -7,829 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 34,194 $1.44M 0.06% +1,440 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 33,988 $1.43M 0.69% -146 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 33,113 $1.4M <0.01% +1,403 13F-HR Timeline Group Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 32,960 $1.39M 0.67% +126 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 32,847 $1.39M 0.21% -26,769 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 32,335 $1.36M 0.6% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 32,012 $1.35M 0.43% +322 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 30,296 $1.28M 0.03% +5,897 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 30,095 $1.27M 0.16% +2,402 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 29,556 $1.25M 0.09% -3,773 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 28,884 $1.22M 0.64% +2,117 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 28,761 $1.2M 0.07% +3,902 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 27,219 $1.15M 0.25% +217 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 26,885 $1.13M +2,628 Timeline World Investment Advisors More: the full row for World Investment Advisors 26,264 $1.11M 0.02% 0 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 26,133 $1.1M 0.43% -10,542 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 25,727 $1.09M 0.1% +4,824 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 25,307 $1.07M 0.28% 0 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 25,145 $1.06M 0.11% -4,244 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 25,114 $1.06M 0.32% -9,796 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 25,102 $1.06M 0.01% +2,337 13F-HR Timeline Group LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 24,731 $1.04M 0.49% +17,854 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 23,791 $1M 0.72% 0 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 23,284 $983K 0.5% +1,645 13F-HR Timeline CSP Financial Group, LLC More: the full row for CSP Financial Group, LLC 23,219 $980K 0.84% +998 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 22,371 $944K 0.48% +184 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 21,513 $908K 0.05% +942 13F-HR Timeline 25 LLC More: the full row for 25 LLC 20,808 $878K 0.24% +1,400 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 20,336 $858K 0.18% -5,349 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 20,199 $853K 0.02% +1,489 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 19,847 $838K 0.02% -121,992 13F-HR Timeline Group Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 19,640 $829K 0.31% +183 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 19,492 $823K 0.36% -27 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 18,972 $801K 0.14% +11,654 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 18,886 $797K 0.25% +118 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 18,706 $784K 0.39% -1,861 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 18,482 $780K 0.33% +6,590 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 18,426 $778K 0.06% +121 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 18,270 $771K 0.63% +9,185 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 18,228 $769K 0.23% +357 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 17,800 $751K 0.24% -824 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 17,615 $744K 0.15% -885 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 16,796 $709K 0.08% +222 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 16,687 $704K 0.05% +535 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 16,327 $689K <0.01% +1,918 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 16,237 $685K 0.01% +4,255 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 16,038 $677K 0.36% +9,123 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 15,925 $672K <0.01% +3,479 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 15,739 $664K 0.13% +1,462 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 15,732 $664K 0.04% -285 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 15,520 $655K 0.46% +928 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 15,492 $654K 0.1% +4,565 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 15,289 $645K 0.09% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 15,126 $638K <0.01% +12,562 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 14,688 $620K 0.35% +177 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 14,011 $591K 0.42% +7,466 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 13,759 $581K 0.01% +8,099 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 13,638 $576K 0.01% +2,810 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,721 $537K <0.01% +812 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 12,457 $521K 0.01% +125 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 12,282 $518K <0.01% new 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 12,156 $513K 0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 11,881 $503K <0.01% 0 13F-HR Timeline Group TIAA group of 2 filers holding More: the full row for TIAA 11,859 $501K new Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 11,841 $500K 0.33% +452 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 11,814 $499K 0.16% -4,520 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 11,692 $494K 0.21% +654 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 11,581 $489K 0.03% +2,404 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 11,424 $482K 0.08% -5,104 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 11,057 $467K 0.15% -8,779 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 11,003 $464K 0.01% new 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 10,950 $462K 0.1% +5 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 10,716 $452K 0.12% new 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 10,574 $446K 0.03% -579 13F-HR Timeline LAM GROUP, INC. 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