Burk Holdings LLC More: the full row for Burk Holdings LLC 91,013 $6.75M 3.22% -2,369 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 90,811 $6.74M 0.59% +210 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 89,405 $6.63M 0.12% +130 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 89,403 $6.63M 0.24% -1,188 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 89,251 $6.62M 0.03% -1,152 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 87,551 $6.49M 0.38% -6,126 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 87,399 $6.48M 4.73% -3,950 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 87,255 $6.47M 0.1% -2,876 13F-HR Timeline Group Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 86,064 $6.38M 0.49% +426 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 85,361 $6.33M 0.02% -24,943 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 84,510 $6.27M 0.13% +6,078 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 84,028 $6.23M <0.01% +15,841 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 81,765 $6.06M 0.04% -2,720 13F-HR Timeline Group Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 81,172 $6.02M 2.15% -1,473 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 80,501 $5.97M 0.69% +9,066 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 79,292 $5.88M 2.4% +272 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 78,889 $5.85M 0.07% -1,576 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 76,806 $5.75M 0.37% -4,838 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 77,491 $5.75M 0.25% -2,344 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 75,324 $5.59M 0.48% -410 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 74,056 $5.49M 0.17% -102 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 73,836 $5.48M 4.37% 0 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 73,161 $5.43M 3.12% -8,083 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 72,939 $5.41M 0.83% +54,850 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 72,857 $5.4M 0.92% +32,312 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 72,252 $5.36M 3.12% -15,833 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 71,519 $5.3M 4.07% +11,393 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 71,368 $5.29M -501 Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 70,655 $5.24M 1.8% -42,370 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 70,637 $5.24M 0.19% 0 13F-HR/A Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 70,489 $5.23M 2.08% +3,341 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 69,744 $5.17M 0.04% +7,790 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 69,427 $5.15M 3.7% -1,279 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 68,521 $5.08M 1.55% +811 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 68,444 $5.08M 2.1% 0 13F-HR Timeline CLG LLC More: the full row for CLG LLC 68,078 $5.05M 1.26% +5,253 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 67,435 $5M 4.74% 13F-HR/A Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 66,946 $4.97M 1.22% -63,720 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 65,760 $4.92M 2.5% -641 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 65,916 $4.89M 0.1% -12,832 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 64,280 $4.77M 0.07% -1,914 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 64,006 $4.75M 0.34% 0 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 63,740 $4.73M 0.48% -2,153 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 63,193 $4.69M 1.01% +13,816 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 61,481 $4.64M 0.15% +50,925 13F-HR Timeline Group Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 60,568 $4.49M 1.57% 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 $4.47M 0.08% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 59,644 $4.42M 0.47% -1,582 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 59,413 $4.41M 0.16% +53 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 58,382 $4.33M 0.01% +271 13F-HR Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 58,365 $4.33M 1.17% +62 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 57,907 $4.29M 1.32% -342 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 57,456 $4.26M 0.15% -793 13F-HR Timeline Platform Wealth Management, LLC More: the full row for Platform Wealth Management, LLC 57,088 $4.23M 1.13% 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 56,996 $4.23M 0.02% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 56,576 $4.2M 2.34% -540 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 55,496 $4.12M 2.06% +71 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 54,670 $4.05M 0.06% 0 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 54,660 $4.05M 2.03% +75 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 54,358 $4.03M 1.22% +2,494 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 53,959 $4M 0.28% +149 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 53,734 $3.99M 1.16% -1,496 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 53,607 $3.98M 0.41% +3 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 52,899 $3.92M 0.05% -6,789 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 51,808 $3.84M 0.07% new 13F-HR/A Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 50,851 $3.77M <0.01% -26 13F-HR Timeline Group FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 49,984 $3.71M 3.65% 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 49,966 $3.71M 0.02% -134 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 49,130 $3.64M 3.89% 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 48,874 $3.63M 1.03% +15 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 48,688 $3.61M 0.38% 0 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 48,387 $3.59M 1.43% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 47,962 $3.56M 1.45% -1,033 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 47,493 $3.52M 2.09% +63 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 47,200 $3.5M 0.01% -128 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 45,721 $3.39M 0.02% -787 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 45,499 $3.37M 0.2% +5,027 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 45,354 $3.36M 0.35% +141 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 44,405 $3.29M 0.63% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 44,020 $3.26M 1.09% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 43,196 $3.2M 0.11% -642 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 42,935 $3.18M 0.04% +34,376 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 42,766 $3.17M 2.29% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 42,375 $3.14M 0.94% -3,316 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 41,186 $3.05M 2.79% +2,383 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 40,866 $3.03M 1.74% +18 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 40,864 $3.03M 0.02% +1,820 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 40,784 $3.02M 0.34% -620 13F-HR Timeline Twin Cities Retirement Group LLC More: the full row for Twin Cities Retirement Group LLC 40,651 $3.02M 2.91% 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 40,473 $3M 2.05% +603 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 40,383 $3M 0.64% +4,049 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 40,149 $2.98M <0.01% +390 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 39,720 $2.95M 0.24% -1,206 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 39,717 $2.95M 2.32% +4,082 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 39,042 $2.9M 1.66% 0 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 38,720 $2.87M 2.45% 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 38,118 $2.85M 2.64% 13F-HR Timeline Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 38,142 $2.83M 2.49% 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 37,731 $2.8M 0.95% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 36,607 $2.75M 0.97% -63 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 36,817 $2.73M 0.8% -1,216 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 36,149 $2.68M 0.2% +4,558 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 36,074 $2.68M 0.73% +28,318 13F-HR Timeline Walleye Partners, LLC More: the full row for Walleye Partners, LLC 35,403 $2.63M 2.92% 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 35,174 $2.61M 2.43% 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 35,532 $2.6M 0.01% +32 13F-HR Timeline Group ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 34,999 $2.6M 0.67% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 34,447 $2.55M 0.01% +10,985 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 34,105 $2.53M 0.35% -39 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 34,028 $2.52M 0.44% 0 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 32,731 $2.43M 1.86% -2,186 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 32,096 $2.38M 0.01% 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 31,417 $2.38M 0.3% +1,214 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 31,688 $2.35M 0.02% 13F-HR/A Timeline Group Merited Wealth, LLC More: the full row for Merited Wealth, LLC 31,422 $2.33M 2.16% 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 31,252 $2.32M 0.32% +4 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 31,246 $2.32M 1.84% 0 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 31,108 $2.31M 1.42% 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 31,085 $2.31M 0.16% -1,067 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 30,955 $2.3M 0.23% +2,520 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 30,788 $2.28M 0.6% +16,474 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 30,775 $2.28M 0.29% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 34,573 $2.26M 0.79% -437 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 2,261,962 $2.26M 1.62% 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 30,129 $2.23M 1.02% -633 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 29,864 $2.22M 0.01% 0 13F-HR Timeline Group BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 29,835 $2.21M 1.36% -137 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 29,486 $2.19M 0.52% -2,057 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 29,285 $2.17M 0.12% -361 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 29,179 $2.16M 0.01% -3,723 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 29,150 $2.16M 0.02% -1,372 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 28,895 $2.14M 0.69% -39 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 28,741 $2.13M <0.01% +3,606 13F-HR/A Timeline Group Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 28,338 $2.1M 0.52% +36 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 28,111 $2.08M 0.03% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 28,047 $2.08M 0.18% +154 13F-HR/A Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 28,012 $2.08M 1.75% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 27,894 $2.07M 0.04% +49 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 27,741 $2.06M 0.2% -134 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 27,628 $2.05M 0.05% +54 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 27,250 $2.02M <0.01% 0 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 27,123 $2.01M 0.72% -768 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 26,841 $1.99M 0.64% -265 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 26,815 $1.99M 0.27% 0 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 26,688 $1.98M 0.42% +60 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 26,508 $1.97M 0.09% -1,507 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 26,445 $1.96M 0.11% +9,693 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 25,935 $1.92M 0.7% new 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 25,587 $1.9M 1.81% 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 25,502 $1.89M 0.68% -737 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 25,460 $1.89M 0.04% -3 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 25,179 $1.87M 0.12% +43 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 24,476 $1.82M 0.84% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 24,433 $1.81M 0.15% +52 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 24,387 $1.81M 0.11% -1,124 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 24,121 $1.79M 0.03% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 24,117 $1.79M 0.15% +29 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 24,105 $1.79M 0.01% -4,141 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 23,947 $1.78M 0.04% -373 13F-HR Timeline Bell Bank More: the full row for Bell Bank 23,914 $1.77M 0.08% -122 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 23,874 $1.77M 0.02% -44 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 23,867 $1.77M 0.8% -940 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 23,840 $1.77M 0.22% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 23,812 $1.77M 0.04% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 23,569 $1.75M 0.01% +333 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 23,165 $1.72M 0.74% +15 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 22,608 $1.68M 0.01% +21,173 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 22,271 $1.65M 0.01% +4,092 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 22,245 $1.65M 0.26% -4,478 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 22,239 $1.65M 0.92% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 22,227 $1.65M 0.01% -965 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 22,188 $1.65M 0.58% -1,602 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 22,028 $1.63M 1.27% 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 21,979 $1.63M 0.29% 0 13F-HR/A Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 21,929 $1.63M 0.77% 0 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 21,547 $1.62M 1.25% -1,041 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 21,830 $1.62M 0.29% +10,730 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 21,451 $1.59M 1.11% -703 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 21,450 $1.59M 0.2% +489 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 21,413 $1.59M 0.02% 0 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 21,352 $1.58M 0.61% -85 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 20,865 $1.55M 0.55% +940 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 20,831 $1.55M 0.37% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 20,531 $1.52M 0.01% -50 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 20,300 $1.51M <0.01% -8,900 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 19,899 $1.48M 0.11% +13,130 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 19,846 $1.47M 0.04% +20 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 19,463 $1.44M 0.11% -2,863 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 19,340 $1.43M 0.04% -1,400 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 19,330 $1.43M 0.38% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 19,058 $1.41M 0.13% +3,965 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 18,787 $1.39M 0.02% +1,961 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 18,728 $1.39M 0.07% new 13F-HR Timeline Group Parkside Investments, LLC More: the full row for Parkside Investments, LLC 18,470 $1.37M 0.17% 0 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 18,392 $1.36M 1.36% 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 18,355 $1.36M 0.15% 0 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 18,170 $1.35M 1.15% -40 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 18,139 $1.35M 0.13% +127 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 17,899 $1.33M 0.03% +217 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 17,805 $1.32M 0.17% +1,217 13F-HR Timeline