Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 134,190 $3.98M 3.28% +773 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 132,061 $3.92M 2.71% +7,114 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 130,143 $3.86M 0.59% new 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 125,652 $3.73M 2.37% +829 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 124,690 $3.7M 1.72% -4,656 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 124,361 $3.69M 0.59% -4,880 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 121,063 $3.59M 1.85% +6,086 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 120,601 $3.58M 0.23% +49,326 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 120,549 $3.58M 2.58% +1,825 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 118,726 $3.52M 0.39% +81,355 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 116,233 $3.45M 0.07% -27 13F-HR Timeline Group Family Office Research LLC More: the full row for Family Office Research LLC 109,278 $3.24M 1.53% -6,935 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 109,261 $3.24M 0.73% -6,049 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 107,424 $3.19M 1.09% +2,536 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 106,975 $3.18M 0.03% -1,502 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 105,738 $3.16M 0.48% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 104,829 $3.11M 0.3% -12,156 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 104,396 $3.1M 1.32% -535 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 103,913 $3.08M 0.91% +2,734 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 97,744 $2.97M 0.23% -1,267 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 98,494 $2.93M 0.53% +19,005 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 98,688 $2.93M 0.07% +88,383 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 97,587 $2.9M 2.22% +3,029 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 96,794 $2.87M 2.63% 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 94,613 $2.81M 1.78% +12,605 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 94,264 $2.8M 0.01% +1,137 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 92,581 $2.75M 0.68% +35,703 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 92,568 $2.75M 0.55% -11,892 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 91,313 $2.71M 1.65% -1,606 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 91,006 $2.7M 0.11% +2,203 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 90,304 $2.68M 2.05% -30,050 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 89,904 $2.67M 0.22% +286 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 86,888 $2.58M 0.06% -1,986 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 86,417 $2.56M <0.01% -1,624 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 85,955 $2.55M 0.09% +846 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 83,279 $2.47M 0.71% -639 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 79,142 $2.35M 1.09% -5,787 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 78,110 $2.32M 1.46% -832 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 77,781 $2.31M 2.5% +8,017 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 77,629 $2.3M 1.2% -372 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 76,463 $2.3M 1.43% +10,743 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 77,241 $2.29M 1.15% +3,089 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 76,943 $2.28M 1.1% +4,521 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 76,808 $2.27M 1.26% -540 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 72,740 $2.16M 1.89% +20,592 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 70,918 $2.1M 0.1% -8,213 13F-HR Timeline Group Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 68,275 $2.03M 0.39% +20,807 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 63,740 $1.92M <0.01% +572 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 64,386 $1.91M 0.75% +3,441 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 64,156 $1.9M 0.53% +9,141 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 63,782 $1.89M 1.38% +1,048 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 62,949 $1.87M 0.99% +9,283 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 59,551 $1.77M 0.09% +10,183 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 59,430 $1.76M 0.04% -10,178 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 58,429 $1.73M 0.15% +297 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 57,259 $1.7M 1.11% -505 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 56,796 $1.69M 0.76% +29,589 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 55,300 $1.68M 0.99% +33,571 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 56,430 $1.67M 0.04% +244 13F-HR Timeline Group Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 55,416 $1.64M 1.01% -7,506 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 53,223 $1.58M 0.04% +5,590 13F-HR Timeline Group Applied Capital LLC More: the full row for Applied Capital LLC 52,700 $1.56M 0.69% -12,905 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 52,433 $1.56M 0.04% +3,157 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 50,747 $1.51M 1.04% -39,170 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 50,474 $1.5M 0.3% +2,797 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 49,840 $1.48M 1% +1,207 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 49,806 $1.48M <0.01% +15,069 13F-HR Timeline Group Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 48,865 $1.45M 0.8% -302 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 48,855 $1.45M 0.71% -303 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 47,918 $1.42M <0.01% new 13F-HR/A Timeline Group NWAM LLC More: the full row for NWAM LLC 45,749 $1.37M 0.08% +31,589 13F-HR/A Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 44,054 $1.35M 0.04% -2,794 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 50,768 $1.34M 0.81% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 45,182 $1.34M 0.09% -23,089 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 44,333 $1.32M 0.67% +4,349 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 44,264 $1.31M 0.46% -7,464 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 43,378 $1.29M 0.25% +1,181 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 40,754 $1.21M 0.02% +5,417 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 40,634 $1.21M 0.94% +15,387 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 38,675 $1.17M 0.04% -824 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 38,960 $1.16M 0.05% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 38,666 $1.15M <0.01% -5,000 13F-HR Timeline Group MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 38,413 $1.14M 0.45% -1,523 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 38,384 $1.14M 0.81% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 38,329 $1.14M 0.13% +16 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 38,222 $1.13M 0.09% +12,179 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 38,175 $1.13M 0.17% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 38,129 $1.13M 0.02% -18,387 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 37,483 $1.11M 0.03% -460 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 37,183 $1.1M 0.42% +5,114 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 36,705 $1.09M <0.01% -47,537 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 36,318 $1.09M 0.02% +1,160 13F-HR Timeline Grunden Financial Advisory, Inc. More: the full row for Grunden Financial Advisory, Inc. 36,590 $1.09M 0.48% +7,009 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 36,587 $1.09M 0.14% -796 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 34,347 $1.02M 0.92% +6,712 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 33,732 $1M 0.16% new 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 33,703 $997K 0.17% new 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 32,497 $991K 0.65% +359 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 33,135 $983K 0.3% +404 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 32,555 $966K 0.66% +8,715 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 32,136 $954K 0.23% +1,134 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 30,900 $917K 0.4% -756 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 29,200 $906K 0.43% +7,831 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 30,419 $903K <0.01% +1,881 13F-HR/A Timeline Group 25 LLC More: the full row for 25 LLC 29,657 $880K 0.32% +1,574 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 29,374 $872K 0.08% +1,384 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 28,610 $849K 0.4% -6,867 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 28,535 $847K 0.83% +10,220 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 28,307 $844K 0.6% +960 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 27,825 $826K 0.53% +8,690 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 27,684 $822K <0.01% +135 13F-HR Timeline Group Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 24,810 $736K 0.11% +5,490 13F-HR/A Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 24,336 $732K 0.02% +637 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 23,477 $697K 0.57% -2,300 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 23,299 $692K 0.02% +2,302 13F-HR Timeline Group Essential Planning, LLC. More: the full row for Essential Planning, LLC. 22,431 $666K 0.25% +6,646 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 21,733 $645K 0.29% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 21,543 $639K 0.01% -274 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 20,878 $620K 1.1% +922 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 20,868 $619K 0.12% +1,618 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 20,747 $616K <0.01% +3,736 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. 20,756 $616K 0.01% +9,114 13F-HR Timeline Group Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 20,596 $611K 0.16% +7,245 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 20,166 $599K 0.39% +4,675 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 19,672 $583K 0.22% +295 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 19,296 $573K 0.24% -3,034 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 19,376 $573K 0.29% -28,761 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 19,189 $571K 0.25% 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 18,536 $571K 0.39% 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 19,176 $569K <0.01% -76 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 19,083 $566K 0.02% +1 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 18,455 $548K 0.02% +8,989 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 18,235 $541K 0.43% +1,007 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 18,228 $541K 0.3% +5,498 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 17,886 $531K 0.1% new 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 17,415 $517K 0.35% -23 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 17,273 $513K 0.12% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 17,243 $512K 0.01% +5,205 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 17,011 $506K 0.1% +8,981 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 16,989 $504K <0.01% -6,464 13F-HR/A Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 16,809 $499K 0.29% +9,090 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 16,751 $497K 0.05% +2,195 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 16,538 $491K <0.01% -1,952 13F-HR Timeline Group Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 16,536 $491K 0.27% new 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 16,502 $490K 0.35% -1,871 13F-HR Timeline KRAFT ASSET MANAGEMENT, LLC More: the full row for KRAFT ASSET MANAGEMENT, LLC 16,360 $486K 0.45% -8,695 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 16,136 $479K 0.39% +5,748 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 16,092 $478K 0.17% -1,012 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 15,815 $469K 0.04% -8,278 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 15,709 $466K 0.07% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 15,595 $463K 0.21% -253 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 15,341 $455K 0.1% new 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 15,030 $446K 0.3% -575 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 14,946 $444K 0.15% +491 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 14,855 $441K <0.01% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 14,820 $440K 0.26% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 14,640 $435K 0.02% -8,952 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 14,600 $433K <0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 14,549 $432K 0.04% -17,816 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 14,148 $420K <0.01% +44 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 14,093 $418K <0.01% new 13F-HR Timeline Group Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 13,672 $406K 0.3% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 12,840 $381K 0.08% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 12,742 $378K 0.26% -19,898 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 12,471 $377K 0.07% +349 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 12,691 $377K <0.01% +1,536 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 12,520 $372K 0.18% -334 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 12,365 $367K 0.04% +100 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 12,107 $359K 0.03% -1,448 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 11,896 $353K 0.25% -75 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 11,724 $348K 0.16% -5 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11,632 $345K 0.01% +8 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 11,512 $342K <0.01% +3,859 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 11,214 $333K <0.01% -1,684 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 11,119 $330K <0.01% +10,525 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 10,657 $316K 0.03% +1,205 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 10,638 $316K 0.07% +2,155 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 10,629 $315K 0.05% -66 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 10,500 $312K 0.04% new 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 10,194 $303K 0.49% +873 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 10,167 $302K 0.63% -5 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,161 $302K <0.01% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 9,541 $283K 0.02% -337 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 9,497 $282K <0.01% +3,985 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 9,419 $280K 0.03% -1,969 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 9,419 $280K <0.01% -9 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 9,384 $279K 0.02% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,022 $268K 0.01% 0 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 8,887 $264K 0.24% +827 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 8,600 $255K <0.01% new 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 8,560 $254K 0.15% +670 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 8,514 $253K <0.01% -303 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 8,514 $253K 0.09% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,353 $248K <0.01% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 7,600 $226K 0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 7,587 $225K 0.03% +3 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 7,568 $225K 0.09% -410 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,514 $223K 0.01% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 7,290 $216K 0.02% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,255 $215K 0.01% new 13F-HR Timeline