Blue Trust, Inc. More: the full row for Blue Trust, Inc. 16,050 $553K 0.01% +1,218 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 16,037 $553K 0.09% new 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 15,897 $548K 0.13% -24,897 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 15,611 $538K 0.28% +366 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 15,460 $533K 0.04% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 15,369 $530K 0.19% +112 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 15,171 $523K 0.01% +12,788 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 15,108 $521K 0.02% -8,584 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 15,106 $521K 0.28% -3,082 13F-HR Timeline Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 14,934 $515K 0.29% new 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 14,772 $509K 0.42% 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 14,686 $506K 0.15% -551 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 14,618 $504K 0.15% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 14,551 $501K 0.23% -1,294 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 14,280 $494K 0.02% new 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 13,802 $476K 0.36% new 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 13,802 $476K 0.36% -384 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 13,784 $475K 0.11% -98 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 13,738 $473K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 13,679 $471K <0.01% +1,882 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 13,594 $468K 0.4% +1,010 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 13,437 $463K <0.01% +459 13F-HR Timeline Group Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 13,279 $458K 0.06% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 13,247 $456K <0.01% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 12,965 $447K 0.23% +850 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 12,947 $446K 0.44% 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 12,923 $445K 0.16% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 12,783 $440K 0.05% +3,847 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 12,530 $432K 0.27% 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 12,299 $424K 0.24% +86 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 12,286 $423K 0.13% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 12,223 $421K <0.01% +193 13F-HR Timeline Group RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 12,103 $417K 0.15% -1,830 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 12,090 $417K 0.01% +1,060 13F-HR Timeline Group Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 11,927 $411K 0.09% +1,875 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 11,911 $410K 0.24% +171 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 11,382 $406K 0.13% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 11,767 $405K 0.23% +1,987 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 11,725 $404K 0.02% new 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 11,435 $398K 0.1% -1,269 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 10,960 $378K 0.29% -414 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 10,870 $375K 0.04% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 10,859 $374K 0.1% +852 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 10,707 $369K 0.06% +1,473 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 10,424 $366K 0.16% 0 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 10,490 $361K 0.18% +1,070 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 10,447 $360K 0.05% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 10,393 $358K 0.02% 0 13F-HR Timeline Group BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 9,616 $348K 0.16% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 9,943 $343K <0.01% +1,577 13F-HR Timeline Group AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 9,790 $337K 0.02% new 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 9,602 $331K 0.05% new 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 9,548 $329K 0.1% -226 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 9,547 $329K 0.06% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 8,892 $326K 0.01% new 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/ 9,392 $324K <0.01% +1,340 13F-HR Timeline Group Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 9,357 $322K 0.16% +66 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 9,182 $316K <0.01% new 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 9,131 $315K 0.05% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 9,090 $313K 0.17% +150 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,053 $312K <0.01% 0 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 9,050 $312K <0.01% new 13F-HR Timeline Group HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 9,027 $311K 0.29% 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 8,892 $306K 0.24% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 8,848 $305K 0.01% -13,833 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,805 $303K 0.01% 0 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 8,743 $301K 0.14% -159 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 8,710 $300K 0.09% +752 13F-HR/A Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 8,686 $299K 0.13% +41 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 8,641 $298K <0.01% -3,876 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 8,495 $293K <0.01% +5,084 13F-HR Timeline Group Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 8,384 $289K 0.16% new 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 8,300 $286K 0.12% -1,048 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 8,126 $280K 0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 8,104 $279K 0.01% +7,890 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 7,953 $274K <0.01% -330 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,925 $273K 0.01% -126 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 7,864 $271K 0.06% -1,640 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,810 $269K 0.01% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 7,810 $269K 0.04% new 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 7,693 $265K 0.03% 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,641 $263K <0.01% +4,871 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 7,634 $263K <0.01% +7,495 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 7,619 $263K 0.14% new 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 7,228 $249K 0.11% -64 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 7,015 $247K 0.01% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 7,159 $247K 0.03% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,072 $244K 0.03% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 6,894 $238K <0.01% +227 13F-HR/A Timeline Group Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 6,730 $232K 0.11% 0 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 6,722 $232K 0.12% -100 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,687 $230K 0.02% new 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 6,635 $229K 0.09% -66 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 6,627 $228K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,346 $219K 0.02% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,330 $218K <0.01% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 6,313 $217K <0.01% new 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 6,248 $215K 0.15% +1,288 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,200 $214K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 6,191 $213K 0.03% +28 13F-HR Timeline Group McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 207 $212K 0.13% -6,089 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,145 $212K 0.04% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 6,120 $211K 0.06% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 6,101 $210K 0.05% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 6,076 $209K 0.13% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 5,960 $205K <0.01% new 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 5,878 $203K 0.16% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,849 $202K 0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,846 $201K <0.01% 0 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 5,670 $195K <0.01% new 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 5,653 $195K 0.08% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,027 $173K 0.06% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,720 $163K <0.01% +761 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 4,478 $154K 0.11% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,340 $150K <0.01% +22 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,331 $149K <0.01% +352 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 4,172 $144K 0.12% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 4,111 $142K 0.05% +14 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,855 $133K 0.01% -537 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 3,801 $131K 0.04% -6 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3,103 $107K 0.05% new 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,810 $96.8K 0.01% +1,655 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,500 $86.2K 0.03% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,447 $84.3K <0.01% -448 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,910 $65.8K <0.01% new 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,505 $51.9K 0.01% 0 13F-HR Timeline Group Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 1,234 $42.5K 0.02% +9 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,131 $39K <0.01% +7 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,099 $37.9K <0.01% +8 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 868 $29.9K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 781 $26.9K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 778 $26.8K <0.01% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15,169 $26.6K <0.01% -1,287 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 760 $26.2K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 725 $25K 0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 679 $23.4K 0.01% -26 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 631 $22.1K 0.02% new 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 618 $21.3K 0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 608 $21K 0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 588 $20K <0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 571 $19.7K 0.01% +63 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 548 $18.9K <0.01% -23 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 544 $18.7K <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 470 $16.2K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 470 $16.2K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 456 $16K <0.01% +4 13F-HR/A Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 446 $15.4K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 390 $13.4K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 373 $13K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 320 $11K 0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 272 $9.37K <0.01% -641 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 262 $9.03K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 262 $9.03K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 222 $7.65K <0.01% +69 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 206 $7.1K <0.01% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 164 $5.66K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 160 $5.51K <0.01% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 153 $5.27K <0.01% -3 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 72 $2.48K <0.01% -31 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 71 $2.45K <0.01% 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 54 $1.86K <0.01% new 13F-HR Timeline