Aureum Wealth Management, LLC More: the full row for Aureum Wealth Management, LLC 70,864 $6.57M 4.57% +12,399 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 70,747 $6.56M 0.08% +4,638 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 70,501 $6.53M 2.11% +1,390 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 68,561 $6.35M 1.56% +13,897 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 68,436 $6.34M 0.12% -158 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 66,839 $6.2M 0.35% -1,578 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 66,033 $6.12M 0.58% +5,498 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 65,860 $6.1M 1.9% -10,797 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 65,000 $6.02M 0.35% -1,353 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 64,131 $5.94M 2.01% -3,760 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 64,085 $5.94M 0.13% +4,402 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 63,733 $5.91M +13,733 Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 63,555 $5.89M 0.26% +2,953 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 63,400 $5.88M 0.59% +7,972 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 63,200 $5.86M 3.46% -11,015 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 62,725 $5.81M 1.72% +8,087 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 61,738 $5.72M 0.44% +6,700 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 61,096 $5.66M 3.68% -10,720 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 60,572 $5.61M 0.04% +28,743 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 59,991 $5.56M <0.01% +56,805 13F-HR Timeline Group KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 59,341 $5.5M 4.48% -51 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 58,151 $5.49M 3.85% -36,900 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 58,835 $5.45M 0.06% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 56,520 $5.43M 0.37% -104,170 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 57,661 $5.34M 0.45% -15,482 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 57,099 $5.29M 1.14% +3,474 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 56,736 $5.26M 0.63% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 56,300 $5.22M 0.1% 0 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 55,933 $5.18M 1.27% -83,184 13F-HR Timeline Group OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 55,862 $5.18M 4.71% -7,262 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 55,607 $5.15M 1.85% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 55,034 $5.1M 0.02% 0 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 54,665 $5.07M 0.6% -5,450 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 53,746 $4.98M 2.88% +3,367 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 53,559 $4.96M 0.86% +1,624 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 53,314 $4.94M 0.03% 0 13F-HR Timeline Group Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 53,300 $4.94M 1.04% +4,393 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 53,129 $4.92M 0.06% -3,863 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 52,729 $4.89M 0.47% new 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 51,344 $4.76M 2.53% -7,841 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 50,910 $4.72M 0.33% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 50,506 $4.68M 0.06% +1,526 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 50,466 $4.68M 1.07% -41,423 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 52,011 $4.66M 3.8% -23 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 49,997 $4.63M 1.16% -2,894 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 49,963 $4.63M 0.26% +550 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 49,521 $4.59M 0.17% +28,481 13F-HR Timeline American Trust More: the full row for American Trust 49,461 $4.58M 0.41% -2,821 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 47,669 $4.58M 0.07% -2,849 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 49,124 $4.55M 0.01% +15,957 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 48,756 $4.52M 0.37% +40,863 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 48,100 $4.46M 0.48% -5,300 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 46,283 $4.45M 0.55% -18,266 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 46,756 $4.33M 2.17% -18,849 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 46,547 $4.31M 1.29% -9,110 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 46,358 $4.3M 0.94% -775 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 45,958 $4.26M 0.25% 0 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 45,493 $4.22M 4.5% -112,088 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 45,448 $4.21M 0.05% +4,896 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 44,996 $4.17M 0.04% -3,993 13F-HR Timeline Group Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 44,724 $4.15M 0.55% -4,440 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 43,969 $4.08M 0.02% -9,873 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 43,928 $4.07M 1.42% +899 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 43,737 $4.05M 0.03% new 13F-HR/A Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 42,796 $3.97M 0.46% +5,934 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 41,316 $3.83M 0.08% -929 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 41,308 $3.83M 0.06% -19,432 13F-HR Timeline January Capital Advisors LLC More: the full row for January Capital Advisors LLC 40,997 $3.8M 5.12% 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 40,735 $3.78M 0.59% -1,152 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 39,977 $3.71M 0.01% -25,802 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 39,757 $3.68M 0.51% -76,129 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 38,898 $3.61M 0.74% -52 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 38,422 $3.57M +29,753 Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 38,379 $3.56M 1.64% +5,981 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 38,330 $3.55M 1.41% -6,905 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 37,654 $3.49M 0.05% +5,447 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 37,416 $3.47M 0.24% +11,223 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 146,357 $3.46M 2.31% +116,009 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 36,791 $3.41M 0.13% -339 13F-HR/A Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 36,785 $3.41M 1.42% +6,861 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 36,505 $3.38M 0.42% -54,061 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 35,729 $3.31M 0.23% -75 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 35,457 $3.29M 3.13% -4,250 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 35,200 $3.26M 0.08% +12,600 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 34,644 $3.21M 2.83% -2,162 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 34,537 $3.2M 1.41% -2,088 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 34,401 $3.19M 0.02% -9,549 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 33,823 $3.14M 2.72% +160 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 33,588 $3.11M 0.07% -9,796 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 33,515 $3.11M 0.1% +6,892 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 33,250 $3.08M 1.82% +270 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 33,167 $3.07M 2.05% +826 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 33,146 $3.07M 0.02% -7,722 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 32,901 $3.05M 0.01% -1,922 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 32,170 $3.03M 0.23% -2,846 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 32,655 $3.03M 1.41% -6,619 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 31,816 $2.95M 0.21% -565 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 31,621 $2.93M 0.31% -177,517 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 31,591 $2.93M 0.4% -14,893 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 31,558 $2.93M 0.41% -59,918 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 31,543 $2.92M 1.61% -3,011 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 31,291 $2.9M 2.33% -2,720 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 30,542 $2.83M 0.02% +5,202 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 30,232 $2.8M 0.11% +7,443 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 30,223 $2.8M 0.25% +6,377 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 30,145 $2.79M <0.01% +12,968 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 29,239 $2.71M 1.48% -42,971 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 29,211 $2.71M 0.23% 0 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 28,995 $2.69M 1.02% +2,515 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 28,787 $2.67M 0.18% +292 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 28,710 $2.66M 1.82% +415 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 28,699 $2.66M 0.02% -29,507 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 28,055 $2.6M 0.55% -4,455 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 28,044 $2.6M 1.15% +24,035 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 27,909 $2.59M 0.15% -695 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 27,887 $2.58M 0.01% -13,911 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 27,739 $2.57M 0.03% +3,271 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 27,598 $2.56M 0.05% -2,923 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 27,578 $2.56M 1.54% +471 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 27,066 $2.51M 0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 26,883 $2.49M 0.06% -5,281 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 26,761 $2.48M 0.03% +17,725 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 26,600 $2.47M 0.05% new 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 26,519 $2.46M 0.07% -918 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 25,903 $2.4M 0.05% -11,914 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 25,883 $2.4M 0.62% -1,935 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 25,566 $2.37M 1.55% +793 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 25,011 $2.36M 1.35% new 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 25,437 $2.36M 0.43% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 25,500 $2.35M 0.05% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 25,210 $2.34M 0.59% -766 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 25,156 $2.33M 2.39% -2,441 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 24,950 $2.31M <0.01% +13,612 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 24,855 $2.3M 0.21% +644 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 24,768 $2.3M 0.16% new 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 24,735 $2.29M 0.46% -179 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 24,616 $2.28M 1.1% -8,868 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 24,513 $2.27M 0.05% -2,925 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 24,209 $2.24M 0.64% -1,544 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 24,189 $2.24M 0.23% 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 24,065 $2.23M 0.04% +14,509 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 24,011 $2.23M <0.01% 13F-HR Timeline Group SEMPER AUGUSTUS INVESTMENTS GROUP LLC More: the full row for SEMPER AUGUSTUS INVESTMENTS GROUP LLC 23,979 $2.22M 0.27% 0 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 23,877 $2.21M 1.05% -2,896 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 23,713 $2.2M 0.92% +1,390 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 23,625 $2.19M 0.02% -32,215 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 23,625 $2.19M 0.29% +235 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 23,168 $2.15M 0.23% -182 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 23,106 $2.14M 0.15% +9,983 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 22,845 $2.12M 0.26% -21,573 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 22,758 $2.11M 0.5% +8,169 13F-HR Timeline MEDICI CAPITAL LLC More: the full row for MEDICI CAPITAL LLC 22,700 $2.1M 2.94% -181,326 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 22,488 $2.08M 0.86% -30,766 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 22,412 $2.08M 0.4% -21,692 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 22,339 $2.07M 0.03% -283 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 22,252 $2.06M 0.67% +871 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 21,905 $2.03M 0.08% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 21,904 $2.03M 0.03% -514 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 21,740 $2.02M 0.09% -4,046 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 21,255 $1.97M <0.01% +20 13F-HR Timeline Group CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 21,124 $1.96M 0.19% -475 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 21,082 $1.95M 0.15% +6,736 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 20,930 $1.94M 0.14% new 13F-HR Timeline Group Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 20,790 $1.93M 1.52% new 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 20,100 $1.86M 0.07% 0 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 20,017 $1.86M 1.28% +1,729 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 20,008 $1.85M 0.4% +2,826 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 20,080 $1.83M 0.14% -10,202 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 19,768 $1.83M 0.22% +5,946 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 19,716 $1.83M 1.02% -2,183 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 19,363 $1.79M 0.05% +9,486 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 19,358 $1.79M 0.02% new 13F-HR Timeline Group Quartz Partners, LLC More: the full row for Quartz Partners, LLC 19,315 $1.79M 0.69% -3,360 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 19,249 $1.78M 0.01% +782 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 19,242 $1.78M 0.74% +218 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 19,211 $1.78M 1.59% -21,711 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 19,011 $1.76M 0.44% 0 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 18,973 $1.76M 0.81% +4,195 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 18,955 $1.76M 0.05% -2,029 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 18,641 $1.73M 0.02% -1,645 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 18,598 $1.72M 0.01% +470 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 18,581 $1.72M 0.12% +1,850 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 18,434 $1.71M 0.46% -1,161 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 18,425 $1.71M 0.25% +4,921 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 18,390 $1.7M 0.36% -1,062 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 18,331 $1.7M 0.97% -420 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Apeiron RIA LLC More: the full row for Apeiron RIA LLC 18,268 $1.69M 0.39% -2,508 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 17,777 $1.69M 0.1% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 18,150 $1.68M <0.01% +9,017 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 18,793 $1.68M 0.33% +10,939 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 17,799 $1.65M 1.09% -6,233 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 17,530 $1.62M 0.27% +1,875 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 17,130 $1.59M 0.27% -6,027 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 17,121 $1.59M 0.3% -2,810 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 17,073 $1.58M 0.32% -172 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 16,965 $1.57M 0.19% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 16,926 $1.57M 0.03% -6,366 13F-HR Timeline Group Daviman Financial, LLC More: the full row for Daviman Financial, LLC 16,824 $1.56M 0.92% -18,546 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 16,493 $1.56M 0.25% +8,153 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 16,772 $1.55M 0.12% -6,495 13F-HR Timeline