JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 74,056 $5.38M <0.01% +14,034 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 74,026 $5.38M 0.75% +7,362 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 73,849 $5.37M 0.17% -7,670 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 73,764 $5.33M 0.55% -82,235 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 73,183 $5.32M 2.16% +2,279 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 73,146 $5.32M 1.25% +5,857 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 72,846 $5.29M 0.45% +36,658 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 72,646 $5.28M 0.17% -1,173 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 72,064 $5.24M 0.83% -727 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 70,111 $5.1M 0.47% -113,545 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 69,640 $5.06M 0.02% -143,652 13F-HR Timeline Group Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 69,588 $5.06M 2.53% -515 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 69,335 $5.04M 3.76% +959 13F-HR/A Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 67,722 $4.92M 1.8% +879 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 67,016 $4.87M 1.92% +3,323 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 65,748 $4.78M 0.12% -1,983 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 65,624 $4.77M 0.09% -983 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 65,355 $4.75M 1.74% +33,259 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 65,341 $4.75M 0.24% -1,117 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 65,321 $4.75M 0.04% -10,001 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 65,233 $4.74M 0.03% +330 13F-HR Timeline Group CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 64,905 $4.72M 1.84% +5,310 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 64,617 $4.7M 0.21% +3,711 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 64,359 $4.68M 0.01% -4,482 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 64,270 $4.67M 0.04% -9,288 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 63,695 $4.63M 0.13% -634 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 62,715 $4.56M 0.8% +2,090 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 62,300 $4.53M 0.15% +2,452 13F-HR Timeline Group Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 61,850 $4.5M 4.41% 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 61,405 $4.46M -4,674 Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 61,195 $4.45M 1.72% +111 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 61,188 $4.45M 1.05% +9,991 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 61,093 $4.44M <0.01% -496 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 60,521 $4.4M 0.45% +372 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 60,131 $4.37M 0.42% +6,068 13F-HR Timeline Professional Financial Management, Inc. More: the full row for Professional Financial Management, Inc. 59,777 $4.34M 4.93% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 58,950 $4.28M 0.14% +1,597 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 58,133 $4.23M 1.99% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 57,561 $4.18M 2.49% +13,551 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 56,910 $4.14M 3.01% -5,085 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 56,497 $4.11M 2.33% -953 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 55,941 $4.07M 0.29% -189 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 55,839 $4.06M 1.14% +681 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 54,953 $3.99M <0.01% +416 13F-HR Timeline Group Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 54,372 $3.95M 1.53% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 53,301 $3.87M 0.53% +3,634 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 53,269 $3.87M 1.69% -1,788 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 53,259 $3.87M 0.34% +6,375 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 52,942 $3.85M <0.01% -251 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 52,867 $3.84M 2.75% +689 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 52,777 $3.84M 0.01% +3,208 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 52,726 $3.83M 3.11% 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 51,748 $3.76M 1.02% -197 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 51,691 $3.76M 0.07% +3,070 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 51,491 $3.74M 0.52% -2,333 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 51,260 $3.73M 0.01% +16,500 13F-HR/A Timeline Group Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 49,897 $3.71M 1.44% +8 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 50,660 $3.68M 0.99% +1,491 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 50,602 $3.68M 1.17% -691 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 50,433 $3.67M 0.58% +10,242 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 48,073 $3.66M 0.04% +3,320 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 50,307 $3.66M 0.14% -1,747 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 50,042 $3.64M 0.06% +40,832 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 49,796 $3.62M 4.6% 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 49,125 $3.57M 0.83% +334 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 48,499 $3.52M 0.02% 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 48,058 $3.49M 0.48% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 47,516 $3.45M 0.12% -10,957 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 47,470 $3.45M 0.85% 0 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 54,637 $3.45M 1.15% 0 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 47,294 $3.44M 2.11% +7,297 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 46,933 $3.41M 0.04% 0 13F-HR Timeline Group Provident Co of the Employees of the He… More: the full row for Provident Co of the Employees of the Hebrew University LTD 46,933 $3.41M 3.54% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 46,870 $3.41M 2.13% -9,576 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 46,335 $3.37M 1.65% +5,029 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 45,895 $3.34M 0.07% -5,318 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 45,814 $3.33M 0.25% +3,243 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 45,052 $3.27M 0.43% +6,807 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 44,909 $3.26M 2.87% 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 44,735 $3.25M 1.1% +225 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 44,684 $3.25M 0.01% -197,773 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 44,418 $3.23M 0.07% -3,680 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 44,062 $3.2M 0.03% +31,708 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 43,693 $3.18M 0.01% +366 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 43,530 $3.16M 0.09% 0 13F-HR Timeline Group PALLADIEM, LLC More: the full row for PALLADIEM, LLC 43,118 $3.14M 2.97% 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 42,402 $3.08M 0.18% -125,464 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 42,205 $3.07M 0.02% +209 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 42,082 $3.06M 0.01% +30,577 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 41,818 $3.04M 2.17% +431 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 41,664 $3.03M 0.03% new 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 41,624 $3.03M 0.34% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 41,570 $3.02M 0.42% -10,206 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 41,502 $3.02M 0.42% -315 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 41,500 $3.02M 0.36% -466 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 41,036 $2.98M 0.37% +212 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 40,948 $2.98M 0.88% +58 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 38,986 $2.97M <0.01% +4,968 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 40,884 $2.97M 1.75% +957 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 40,671 $2.96M 0.02% -72 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 40,534 $2.95M 0.1% -3,968 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 39,978 $2.91M 0.01% +315 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 39,977 $2.91M 0.38% -683,323 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 39,705 $2.89M 1.13% +2,252 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 39,555 $2.87M 0.98% -4,071 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 39,544 $2.87M 2.72% 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 38,879 $2.83M 0.14% +2,856 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 38,710 $2.81M 0.7% 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 38,506 $2.8M <0.01% -72,784 13F-HR Timeline Group Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 38,290 $2.78M 0.02% 0 13F-HR Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 38,236 $2.78M 1.05% 0 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 38,230 $2.78M 1.65% +7,315 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 37,656 $2.74M <0.01% 0 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 37,635 $2.74M 0.16% -493 13F-HR Timeline J. Mark Nickell & Co. More: the full row for J. Mark Nickell & Co. 37,609 $2.73M 2.52% 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 36,651 $2.66M 1.33% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 36,382 $2.64M 0.05% +22,777 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 36,171 $2.63M 0.09% -5,038 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 35,955 $2.61M 0.23% -360 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 35,800 $2.6M 0.7% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 35,521 $2.58M <0.01% +4,526 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 35,230 $2.56M 0.02% -1,687 13F-HR Timeline Group MA Private Wealth More: the full row for MA Private Wealth 33,995 $2.47M 0.41% 0 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 33,994 $2.47M 1.39% +1,909 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 33,970 $2.47M 0.71% -653 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 33,958 $2.47M 0.1% +2,232 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 33,649 $2.45M 0.09% +3,609 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 33,322 $2.42M 0.58% -821 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 33,006 $2.4M 1.22% +602 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 33,000 $2.4M 0.75% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 32,939 $2.39M 0.31% +330 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 32,791 $2.38M 0.05% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 32,749 $2.38M 0.25% -1,135 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 32,449 $2.36M 0.01% +3,630 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 32,235 $2.34M 0.11% -17,734 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 32,041 $2.33M 0.41% +5,815 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 31,932 $2.31M 0.26% -822 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 31,446 $2.29M 0.23% -492 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 30,876 $2.24M 0.93% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 30,775 $2.24M 0.02% +19,274 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 30,535 $2.22M 0.26% -1,641 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 30,517 $2.22M 0.27% -2,514 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 29,743 $2.16M 0.23% -3,290 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 29,607 $2.15M 0.16% 0 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 29,278 $2.13M 0.57% 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 28,697 $2.09M 0.07% -160 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 28,546 $2.07M 0.08% +611 13F-HR Timeline Group Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 28,237 $2.05M 1.35% +24,473 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 28,151 $2.05M 0.15% +9,538 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 28,017 $2.04M 0.1% +10,725 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 27,895 $2.03M 0.33% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 27,885 $2.03M 0.27% +9,086 13F-HR Timeline EQ LLC More: the full row for EQ LLC 27,855 $2.02M 0.58% -16 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 25,931 $2M 0.24% +733 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 27,493 $2M 0.42% -122 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 25,722 $1.99M 0.17% +180 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 27,071 $1.97M 0.32% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 26,992 $1.96M 0.48% -198 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 26,835 $1.95M 0.52% +82 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 26,737 $1.94M 0.13% +879 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 26,226 $1.91M 0.04% +12,001 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 26,197 $1.9M 0.07% -475 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 25,725 $1.87M 0.01% +135 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 24,960 $1.81M 0.03% -2,251 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 24,118 $1.75M 0.26% -200 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 24,025 $1.75M 0.01% +188 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 23,693 $1.72M 0.51% +1,812 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 23,666 $1.72M 0.04% -5,555 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 23,579 $1.71M 0.04% -2,815 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 23,231 $1.69M 0.03% -1,094 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 23,209 $1.69M 0.02% -232 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 22,498 $1.64M 0.52% +528 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 22,369 $1.63M <0.01% +5,678 13F-HR Timeline Group CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 22,312 $1.62M 0.51% +399 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 22,276 $1.62M 0.75% +328 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 22,270 $1.62M 0.73% new 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 21,730 $1.58M 1.18% 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 21,692 $1.58M 0.03% +101 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 21,525 $1.56M 0.13% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 21,664 $1.56M 0.04% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 21,463 $1.56M 0.33% +497 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 21,413 $1.56M 0.51% -339 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 21,272 $1.55M 1.38% 13F-HR Timeline Texas Yale Capital Corp. 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