Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 83,781 $6.07M 4.48% +3,788 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 82,645 $5.99M 2.32% -4,710 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 81,644 $5.94M 0.41% -185 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 81,244 $5.89M 3.42% -854 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 80,465 $5.83M 0.08% -1,980 13F-HR Timeline Grunden Financial Advisory, Inc. More: the full row for Grunden Financial Advisory, Inc. 80,356 $5.82M 2.37% -505 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 79,835 $5.78M 0.26% -239 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 79,020 $5.72M 2.41% -203 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 78,748 $5.7M 0.12% -86,510 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 78,432 $5.68M 0.12% -1,270 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 75,734 $5.49M 0.48% -2,987 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 74,158 $5.37M 0.18% +1,506 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 73,836 $5.35M 4.41% 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 71,869 $5.21M -423 Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 71,435 $5.17M 0.67% +2,304 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 70,706 $5.12M 3.86% -127 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 70,637 $5.12M 0.21% new 13F-HR/A Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 68,444 $4.99M 2.24% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 68,187 $4.94M <0.01% +8,650 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 67,710 $4.9M 1.58% -1,728 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 67,148 $4.86M 1.91% -9,034 13F-HR Timeline Group VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 66,401 $4.81M 2.79% +225 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 66,194 $4.8M 0.07% -2,575 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 65,893 $4.77M 0.5% +239 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 64,006 $4.64M 0.34% 0 13F-HR Timeline CLG LLC More: the full row for CLG LLC 62,825 $4.55M 1.24% +4,473 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 67,117 $4.5M 1.53% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 61,954 $4.49M 0.04% +26 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 61,226 $4.44M 0.5% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 60,242 $4.36M 0.09% -488 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 60,126 $4.36M 3.66% +6,672 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 59,688 $4.32M 0.04% +1,921 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 59,360 $4.3M 0.16% +61 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 58,303 $4.22M 0.68% +1,189 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 58,249 $4.22M 0.15% -1,329 13F-HR Timeline HTG Investment Advisors, Inc. 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Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 54,585 $3.95M 2.13% +86 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 53,810 $3.9M 0.28% -314 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 53,604 $3.88M 0.45% +22,747 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 51,864 $3.76M 1.22% +4,606 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 50,877 $3.69M <0.01% -1,319 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 50,100 $3.63M 0.02% -1,251 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 50,204 $3.63M 0.22% +14,622 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 49,377 $3.58M 0.89% +8,207 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 48,995 $3.55M 1.6% +1,548 13F-HR Timeline Sterling Wealth Management, Inc. 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More: the full row for Yoder Wealth Management, Inc. 30,762 $2.23M 1.05% -788 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 30,522 $2.21M 0.02% +1,978 13F-HR/A Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 30,203 $2.18M 0.29% +55 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 29,972 $2.17M 1.43% -106 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 29,864 $2.16M 0.01% 0 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 29,646 $2.15M 0.21% -137 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 29,549 $2.14M 0.08% new 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 29,200 $2.12M <0.01% +24,500 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 28,934 $2.1M 0.71% -82 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 28,435 $2.06M 0.21% 0 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 28,302 $2.05M 0.51% -36 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 28,246 $2.05M 0.01% +18,130 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 28,111 $2.04M 0.03% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 28,015 $2.03M 0.09% +4,291 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 27,893 $2.02M 0.18% +383 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 27,891 $2.02M 0.73% +31 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 27,875 $2.02M 0.29% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 27,845 $2.02M 0.05% -56 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 27,574 $2M 0.05% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 27,250 $1.97M <0.01% -1,775 13F-HR Timeline Group Sensible Money, LLC More: the full row for Sensible Money, LLC 27,106 $1.96M 0.67% +1,692 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 26,815 $1.94M 0.28% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 26,723 $1.94M 0.31% 0 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 26,628 $1.93M 0.44% +518 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 25,511 $1.9M 0.11% -173 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 26,239 $1.9M 0.71% -2,000 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 25,463 $1.84M 0.04% -7 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 25,135 $1.82M <0.01% +688 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 25,136 $1.82M 0.12% +51 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 24,807 $1.8M 0.81% -174 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 24,476 $1.77M 0.82% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 24,381 $1.77M 0.17% +61 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 24,320 $1.76M 0.04% +4 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 24,121 $1.75M 0.03% -1 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 24,088 $1.74M 0.16% -2,117 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 24,047 $1.74M 0.17% +36 13F-HR Timeline Bell Bank More: the full row for Bell Bank 24,036 $1.74M 0.08% -426 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 23,918 $1.73M 0.02% -82 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 23,840 $1.73M 0.21% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 23,812 $1.72M 0.04% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 23,790 $1.72M 0.63% -46 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 23,462 $1.7M 0.01% +2,740 13F-HR/A Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 23,236 $1.68M 0.01% +120 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 23,192 $1.68M 0.01% -445 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 23,150 $1.68M 0.74% +18 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 22,588 $1.63M 1.31% -72 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 22,326 $1.62M 0.13% 0 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 22,239 $1.61M 0.95% 0 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 22,154 $1.6M 1.16% 0 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 21,979 $1.59M 0.38% -61,223 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 21,929 $1.59M 0.77% 0 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 21,437 $1.55M 0.63% -496 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 21,413 $1.55M 0.02% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 20,961 $1.52M 0.2% +1,746 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 20,831 $1.51M 0.37% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 20,740 $1.5M 0.04% -500 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 20,581 $1.49M 0.01% 0 13F-HR Timeline Group Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 21,308 $1.48M 0.05% +15,896 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 20,288 $1.47M 0.09% -18,708 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 19,925 $1.44M 0.5% -389 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 19,826 $1.44M 0.04% -140 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 19,330 $1.4M 0.42% 0 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 18,470 $1.34M 0.17% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 18,355 $1.33M 0.16% 0 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 18,210 $1.32M 1.14% -700 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 18,179 $1.32M 0.01% +1,990 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 18,089 $1.31M 0.23% -39,726 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 18,012 $1.3M 0.17% +378 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 17,955 $1.3M 0.58% +1 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 17,696 $1.28M 0.27% +44 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 17,685 $1.28M <0.01% -796 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 17,682 $1.28M 0.03% +2,331 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 17,409 $1.26M 0.02% -100 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 17,312 $1.25M 0.03% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 17,015 $1.23M <0.01% 0 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 16,986 $1.23M 0.15% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 16,826 $1.22M 0.02% -2,846 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 16,802 $1.22M 0.34% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 16,752 $1.21M 0.07% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 16,617 $1.2M 0.56% -37 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 16,588 $1.2M 0.16% +720 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 16,575 $1.2M 0.04% -100 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 16,495 $1.19M <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 16,394 $1.19M 0.01% -177 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 16,381 $1.19M 0.15% +436 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 15,861 $1.18M 1.07% -2,008 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 16,068 $1.16M <0.01% +10,324 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 15,999 $1.16M 0.03% 0 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 15,467 $1.15M 0.52% 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 15,935 $1.15M 1.03% +294 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 15,830 $1.15M 0.03% -13,076 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 15,812 $1.15M 0.06% +43 13F-HR Timeline 25 LLC More: the full row for 25 LLC 15,759 $1.14M 0.39% +17 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 15,741 $1.14M 0.08% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 15,741 $1.14M 0.54% +6,035 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 15,579 $1.13M 0.83% +5,661 13F-HR Timeline Eldridge Investment Advisors, Inc. 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More: the full row for MATHER GROUP, LLC. 14,525 $1.05M 0.01% -448 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 14,466 $1.05M 0.19% 13F-HR Timeline